NVIDIA Aktie

 

Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios, aimed squarely at the handful of frontier labs and hyperscalers who can commit to gigawatt-scale deployments. Nvidia, already dominant with those same customers, is restructuring its own disclosures and business model to capture the much larger, more fragmented tier of capital-constrained startups and neoclouds beneath them....

Both companies view robotics as a big part of their future, but Nvidia has some advantages that Tesla doesn't....

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The space, satellite broadband, and AI company made a surprise announcement regarding the AI chipmaker....

Die zunehmende Skepsis um die Nachhaltigkeit von KI-Investitionen trifft auch AMD. Die Aktie der Nvidia-Konkurrentin sackt trotz einer starken Gewinnentwicklung ab....

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AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing units (CPUs), according to the latest results released on August 4....

The global race to build AI data centers is accelerating. According to Epoch AI's latest AI Data Centers report, more than 60 hyperscale AI data centers have either entered operation or are under construction worldwide as of July 2026. Collectively, they represent computing capacity equivalent to approximately 12 million Nvidia H100 GPUs, accounting for roughly 27% of the world's deployed AI compute....

AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations AMD beat on its top- and bottom-line: Revenue: $11.54B vs $11.28B expected Adjusted EPS: $1.66 vs $1.62 expected Good news. With Data center revenue up 107% year over year to  $6.72B, better than the $6.6B expected. More good news. As Bloomberg reports, last month, Chief Executive Officer Lisa Su rolled out new products that the company said will outperform offerings from Nvidia, adopting a more aggressive stance in a market it predicts will reach $1.4 trillion by 2030. That further raised already lofty investor expectations. The chipmaker forecast that third-quarter revenue will be $13 billion, plus or minus $300 million ($12.5 billion consensus). The outlook boost is good news, but some Wall Street estimates were well north of $13 billion, according to data compiled by Bloomberg. Additionally, operating income for the last quarter was only a little better than forecast and clearly traders were hoping for more. But, A...

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The week-old Open Secure AI Alliance, spearheaded by Nvidia and grown to over 120 companies, already has proposals out for defending against AI agents....

NVIDIA just made a substantial bet on Ilya Sutskever's secretive superintelligence lab, giving it rare insider access to research that almost no one outside gets to see. Whether that changes the calculus for investors sitting on the sidelines is a harder question than it first appears....

Nvidia reports fiscal 2027 second-quarter earnings on Aug. 26....

Nvidia (NASDAQ:NVDA) stock might have slowed down in the past year, gaining less than 15% in the timespan, but the business is still moving at a staggering pace as it does its best to meet sky-high AI demand while investing in the bottlenecks in the buildout. Whether it's the desire to time a peak in ... NVIDIA Facing 12-to-1 Demand to Supply for its Chips, Says Expert—and It Might Be Time to Buy...

The Number $509 billion. That is what UBS projects Amazon (NASDAQ:AMZN) will earn in net income by 2030, according to a new estimate from the bank. If Amazon lands anywhere close to that figure, it would clear the current Wall Street consensus for Nvidia (NASDAQ:NVDA) 2030 net profit of roughly $450 billion and hand Amazon ... Amazon Could Soon Surpass Nvidia and Become The World's Most Profitable Company. 2030 Profits Could Exceed $500 Billion....

Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Zeta Global didn't make the cut. Grab the names FREE today. Tonight Could Mark Zeta's 20th Consecutive Beat-and-Raise Quarter 5 minutes ago Live Zeta Global reports Q2 2026 results after guiding for revenue between $419-$422 ... Live: Will Zeta Global Deliver Its 20th Consecutive Beat-and-Raise Quarter Tonight?...

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We keep hearing about how every additional investment Nvidia (NASDAQ:NVDA) makes adds to the circularity, which, during the days of the AI boom, was quite common. Indeed, these kinds of rapid-fire circular deals may very well be adding to the web of risks that might unravel once an AI bubble finally does burst. But, at ... Is Circular Deal-Making a Deal-Breaker for NVIDIA Stock?...

CNBC's Jim Cramer distilled the current NVIDIA setup into one sentence on X: “you get a couple of reports that Nvidia chips are holding their value and are scarce and the stock soars.” The post landed as NVIDIA (NASDAQ:NVDA) closed up 2.93% at $206.64 on August 3, 2026, extending a 6.7% one-week gain and pushing ... Jim Cramer Says Nvidia Chips Are Scarce and Holding Value. Here Is What Investors Need to Know Today....