Nvidia

NVIDIA Corp (NASDAQ:NVDA) has grown to being among the largest companies in the world due to its AI chip dominance. One analyst sees the Santa Clara, California-based company’s lead expanding. The Nvidia Analyst: In a note published Thursday, Bank of America analyst Vivek Arya reiterated a Buy rating for Nvidia with a price target of $190. Main Takeaways: Arya’s semiconductor team hosted Nvidia CFO Colette Kress for an investor meeting in Las Vegas. Arya is more confident in Nvidia as an “AI incubator.” “NVDA’s unique/highly leverageable silicon/system/software platform is spawning new growth engines in physical AI/robotics, onpremise AI workstations (Project Digits), AI PC, autonomous driving (Uber, Toyota partnership) – no other merchant or ASIC rival can match this,” the analyst said. Arya noted other positive signs for the company’s flagship Blackwell chip. “Overall, the tone for AI demand remains very strong across both Hopper and new Blackwell platforms,” the analyst said. “Hopper run rate is […]

Nvidia (NVDA) is “best positioned” in artificial intelligence with a bullish outlook on applications in the enterprise, robotics and automotive sectors as the company’s ecosystem supports a wide range of AI hardware and software needs, Oppenheimer said in a note Thursday. The Blackwell generation of AI accelerators demonstrates significant generational improvements but supply constraints and liquid cooling requirements could hinder short-term adoption for some configurations, the analysts said. Oppenheimer also said the company’s enterprise offerings, such as Nvidia Intelligent Models, Nvidia Model Optimization tools and Nemotron are tailored for business deployment and its partnership with Microsoft (MSFT) on Windows Subsystem for Linux 2 enhances AI optimization on personal computers. Nvidia’s entrenched ecosystem, spanning data centers and AI innovation, is seen as core to the generative AI revolution, according to the note. The firm has an outperform rating on Nvidia’s stock.

By George Glover Nvidia could soon face tighter restrictions on sales to China and Russia, according to a report. The chip designer’s shares were falling in late trading on Wednesday. The Big Tech stock slid 1.1% to $138.54 after the closing bell. Markets are closed Thursday for a national day of mourning for former U.S. President Jimmy Carter. Nvidia shares climbed 4.3% over the first five trading days of 2025. According to Dow Jones Market Data, the stock rose 6.9% over the first five days of 2023 and 5.5% over the same period in 2024. It went on to rack up triple-digit gains in both of those years as the AI craze drove up demand for its products and led to its profit surging. The dip late Wednesday came after a report said that the Biden administration plans to impose a final round of chip export restrictions before leaving office.

By George Glover and Adam Clark Nvidia could soon face tighter restrictions on sales to China, according to a report. The stock slid 1.1% to $138.54 after the closing bell Wednesday. Stock markets were closed Thursday for a national day of mourning for former U.S. President Jimmy Carter. Nvidia shares climbed 4.3% over the first five trading days of 2025. According to Dow Jones Market Data, the stock rose 6.9% over the first five days of 2023 and 5.5% over the same period in 2024. It went on to rack up triple-digit gains in both of those years as the artificial-intelligence craze drove up demand for its products and led to its profit surging. The dip late Wednesday came after a report said the Biden administration plans to impose a final round of chip export restrictions before leaving office. The regulations, which could be issued on Friday, would create three

Nvidia’s talk of huge market opportunities in autonomous driving and robotics is ‘potentially comforting for investors thinking about what might come next for the company’ Nvidia Corp. shares have turned lower Wednesday, adding to sharp losses from a day earlier, even as analysts urged investors to think big picture. While Chief Executive Jensen Huang’s Monday night keynote didn’t impress Wall Street, executives got another crack at things with a Tuesday afternoon analyst meeting, which touched on everything from attempts to get more on the specifics of January-quarter guidance to management’s perceived opportunity in areas like robotics and autonomous driving. Nvidia’s stock (NVDA) is down about 1% in Wednesday’s session after it had been up as much as 2.7% earlier in the trading day. It lost 6.2% on Tuesday. See also: Quantum-computing stocks sink as Nvidia CEO delivers a reality check Analysts saw some upbeat signs, particularly when taking a wide

Artificial intelligence personal computers have made a splash at the CES conference this week, but concerns regarding demand haven’t gone away. Investors and consumers have been tuned into the annual CES trade show this week as tech companies from around the world visit Las Vegas to unveil their newest product and software updates. One highlight from the week has been the display of new gen-AI PCs and chips. Nvidia unveiled Project Digits, a $3,000 AI personal supercomputer. Dell Technologies announced that it has redesigned its entire PC portfolio to make it more simple for the consumer as it develops new AI hardware. Meanwhile, Qualcomm and Advanced Micro Devices both showed off new AI PC processors. But while all of these new announcements are being made, there is still the question as to what the PC market will look like in the year to come. On one end, there’s excitement about

Biden to Further Curb Nvidia, AMD AI Chip Exports in Final Push – Bloomberg News

Jensen Huang pleased the crowd at the CES conference this week — just not the “right” crowd. The Nvidia co-founder and chief executive was in rare form for the annual conference’s keynote address, even swapping his typical black leather racing jacket for a glittery one. He used the occasion to introduce products such as new videogaming processors and even an artificial-intelligence supercomputer the size of a large sandwich. He also announced new efforts in humanoid robots and self-driving cars, the latter of which he predicted will be the “first trillion-dollar robotics industry.” The in-person audience was thrilled — particularly with a new family of gaming graphics cards based on the company’s Blackwell AI chip. But investors seemed disappointed, sending Nvidia’s stock sliding more than 6% Tuesday. That was double what the shares gained the previous day, when Nvidia seemed on track to surpass Apple and perhaps become the first public

Nvidia stock was climbing ahead of Wednesday’s opening bell, recovering some ground after stronger-than-expected economic data triggered a Big Tech selloff. Shares in the chip designer rose 1.9% to $140.14 in premarket trading. Futures tracking the benchmark S&P 500 index were up 0.3%. Nvidia stock tumbled 6.2% in the previous session, wiping out about $200 billion worth of market capitalization. The plunge came shortly after red-hot jobs numbers fueled investors’ fears that the Federal Reserve won’t cut interest rates by much this year. The Bureau of Labor Statistics said November job openings rose to 8.1 million, which was ahead of economists’ expectations at 7.7 million, according to FactSet. When the labor market is strong, there’s less incentive for the Fed to cut rates — and higher borrowing costs tend to particularly weigh on tech stocks by chipping away at the future cash flows that make up a core part of

IonQ and other quantum-computing stocks slid after Nvidia Chief Executive Jensen Huang played down the likely utility of the technology in the near- or medium-term. “If you kind of said 15 years for very useful quantum computers, that’d probably be on the early side. If you said 30 is probably on the late side,” Huang told analysts late Tuesday. Quantum-computing shares, which have surged since Alphabet announced a technological breakthrough last month, tumbled in premarket trading. Shares of IonQ (IONQ), Quantum Computing (QUBT), D-Wave Quantum (QBTS) and Rigetti Computing (RGTI) all fell 14% or more. Huang said that quantum computing was good at small data problems, such as cryptography, rather than large data problems.

Nvidia stock was rising on Tuesday as investors reacted to developments around new products from the chip designer. Shares climbed 1.3% to $151.40 in premarket trading. Futures tracking the benchmark S&P 500 were up 0.1%. Nvidia had risen 3.4% on Monday, briefing topping Apple’s market valuation in intraday trading. The chip designer closed at a market capitalization at $3.66 trillion, putting it on the brink of overtaking the iPhone maker as the world’s most-valuable company. Nvidia CEO Jensen Huang gave a keynote speech at the CES tech trade show in Las Vegas on Monday, unveiling the company’s next-generation gaming graphics cards. But that’s not moving the stock in a major way, given that it’s artificial intelligence rather than gaming that has led to shares skyrocketing over the past two years.

Aurora Innovation stock was surging Tuesday morning after the self-driving technology company revealed its partnership with Nvidia to deploy driverless trucks. Nvidia’s CEO Jensen Huang announced the long-term manufacturing deal with Aurora and Continental, Aurora’s manufacturing partner, at the annual Consumer Electronics Show in Las Vegas. Nvidia DRIVE Thor, an in-vehicle computing platform, will be used in the primary computer of the Aurora Driver, the press release states. Pittsburgh-based Aurora plans to launch its driverless trucks commercially in April 2025, a timeline that has already been delayed from the previous plans to push it out in 2024. CEO Chris Urmson told investors in October that he’s taking a “crawl, walk, run approach” with the trucks, planning to deploy just 10 at the start. The shift in the timeline is expected to have “negligible financial impact,” Urmson had said. Aurora’s stock was up 65% at one point during premarket trading, before