NVDA
NVDA
$225.29
$-0.01 (-0.01%)
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Price History (Last 30 Days)
Latest News & Updates
CoreWeave's business model challenges the bear case that older GPUs become obsol...
CoreWeave's business model challenges the bear case that older GPUs become obsolete quickly. The company secured a multi-year renewal on 2020-era Nvidia A100 chips extending through 2029, demonstrating that older hardware can generate profitable revenue in subsequent contracts after initial debt is paid down. Debt markets are increasingly pricing in this residual value, with CoreWeave's new $2.6 billion facility having a longer maturity than underlying customer contracts, signaling lender confidence in GPU longevity.
Iren stock rose nearly 3% after announcing it delivered its first AI compute dep...
Iren stock rose nearly 3% after announcing it delivered its first AI compute deployment to Microsoft under a $9.7 billion five-year cloud services contract. The Horizon 1 deployment in Texas is the first of four stages, and Nvidia certified the system architecture. Iren maintained its capacity targets of 480 megawatts by 2026 and 1.2 gigawatts by 2027.
Amazon remains the only $3 trillion company that has never paid a dividend, unli...
Amazon remains the only $3 trillion company that has never paid a dividend, unlike Microsoft, Apple, Nvidia, and Alphabet. The company is spending heavily on AI and cloud infrastructure ($220 billion expected in 2026), resulting in negative free cash flow of $7.6 billion over the past 12 months. Management believes this aggressive capital investment strategy will generate better returns than shareholder payouts, with AWS revenue growing 37% year-over-year.
Major chip stocks (Nvidia, Broadcom, Taiwan Semiconductor, and Applied Materials...
Major chip stocks (Nvidia, Broadcom, Taiwan Semiconductor, and Applied Materials) all offer dividend yields below 1% despite strong profitability. Instead of dividends, these companies return cash to shareholders through stock buybacks and capital investments in manufacturing capacity and equipment, with each company prioritizing different uses for their cash flows.
Apple and Alphabet are competing to become the second company to reach a $5 tril...
Apple and Alphabet are competing to become the second company to reach a $5 trillion market cap after Nvidia. While Apple currently leads with $4.4 trillion versus Alphabet's $4.2 trillion, Alphabet is better positioned to reach the milestone first due to strong AI-driven growth in cloud computing and data centers. Apple faces headwinds from rising memory chip prices that could pressure margins under new CEO John Ternus, while Alphabet also trades at a lower valuation premium relative to its operating cash flow.
Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the...
Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the next three years, as analysts continue to underestimate hyperscaler spending on AI infrastructure. The top five hyperscalers are now projected to spend $733 billion on capex in 2026 (up from $361 billion estimate), with potential for further underestimation in 2027. Nvidia's dominance in AI chips, networking, and CPUs positions it to capture approximately 26% of hyperscaler capex spending.
Nvidia has secured commitments from seven major Japanese industrial companies (F...
Nvidia has secured commitments from seven major Japanese industrial companies (Fujitsu, FANUC, Yaskawa Electric, Kawasaki Heavy Industries, Hitachi, NEC, and SoftBank) to build physical AI systems on its platforms. This represents a trillion-dollar demand opportunity tied to Japan's national AI infrastructure strategy, with a sovereign AI factory featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. These multiyear, infrastructure-level commitments position Nvidia's hardware and software as the default choice for Japan's robotics and manufacturing sector.
Nvidia's data center networking business is emerging as a significant growth dri...
Nvidia's data center networking business is emerging as a significant growth driver alongside its GPU dominance. With networking revenue reaching $14.8 billion in Q1 FY2027 (up 199% YoY), the company is positioned to capture more AI infrastructure spending through technologies like NVLink and Spectrum-X. If earnings expectations are met, Nvidia's market cap could approach $7.5 trillion from its current $5.3 trillion.
CoreWeave reported a $104 billion revenue backlog as of June 30, 2026, up from $...
CoreWeave reported a $104 billion revenue backlog as of June 30, 2026, up from $30.1 billion a year earlier, with Q2 revenue doubling 112% year-over-year to $2.6 billion. However, the company faces significant challenges: massive capital spending requirements ($35-39 billion in 2026), net losses widening to $626 million, and interest expenses ($2.6 billion annualized) exceeding projected operating income. While demand is strong, the stock's valuation at 56 cents per dollar of contracted revenue reflects the substantial costs and risks of converting backlog into actual delivered services.
Elon Musk announced that SpaceX's AI revenue will surpass all other business seg...
Elon Musk announced that SpaceX's AI revenue will surpass all other business segments by September 2026, with plans to reach 10 gigawatts of computing capacity by end of 2027 potentially generating $300-500 billion annually. However, the company faces significant execution challenges including power constraints, chip availability limitations, massive capital requirements exceeding $25 billion already spent, and customer contracts with flexible 90-day exit clauses.
