A number of companies have made commitments to invest in domestic infrastructure over the next several years. Chief among these initiatives is a joint venture among Oracle, SoftBank, and OpenAI.
Investors may have thought they missed out after Nvidia (NVDA -2.85%) shares popped yesterday from its fiscal 2026 first-quarter earnings report. But what a difference a day makes.
A year ago, the news reported that Amazon and Nvidia were stepping on each other's toes to grow their businesses. The two companies want to forge their own AI destiny, without needing to rely on one another. In this article, we take a look together at the state-of-the-art of this clash and see why Amazon looks quite attractive right now.
Nvidia's Q1 FY26 results were remarkable, and I consider the company's ongoing strength to be directly tied to the pioneering leadership and vision of Jensen Huang. In the face of all challenges, including early failures and multiple cycles in the market, Nvidia has risen to be the greatest AI company in the world. AI is the U.S. national anthem of success, and this anthem is spreading across t...
Nvidia Corporation's Q1 FY2026 results crushed expectations despite a $4.5B China hit, proving the company's resilience and global demand strength. Management remains confident, highlighting robust growth in Europe, Japan, and the Middle East, and sees potential policy relief ahead. Q2 guidance projects 60%+ YoY growth even with an $8B China revenue loss, showcasing Nvidia's operational efficie...
Nvidia Corporation is in a class of its own, with strong growth, a dominant moat, and robust financials despite macro uncertainties. Recent quarterly results highlight exceptional data center and gaming growth, but China export restrictions caused a significant inventory charge and future uncertainty. My DCF-based fair value estimate is $121, with sensitivity analysis showing NVDA stock is in a...
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