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20.03.26 - 15:30
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NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won’t Stop Growing, (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) is generating revenue at a pace that most companies never reach in a lifetime, and the fundamental machinery driving that growth is accelerating, not plateauing. With Q4 FY2026 revenue of $68.13 billion, up 73.2% year-over-year, this is not a company riding a wave. It is the wave. Pillar One: The Earnings Catalyst That ... NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won't Stop Growing,
The post NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won't Stop Growing, appeared first on 24/7 Wall St.....
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20.03.26 - 15:01
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Is NVIDIA Really a “Value Stock” at Under $200? (24/7 Wall St.)
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It's the big question on the minds of many tech investors these days: Is Nvidia (NASDAQ:NVDA) stock a value play as it's stuck going sideways? Or is it time to stay away as investors shy away from the AI trade as a whole? Undoubtedly, if you go by price-to-earnings (P/E), Nvidia looks like an absolute ... Is NVIDIA Really a “Value Stock” at Under $200?
The post Is NVIDIA Really a “Value Stock” at Under $200? appeared first on 24/7 Wall St.....
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20.03.26 - 14:54
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Super Micro Co-Founder Charged in AI Smuggling Case (Bloomberg)
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Bloomberg's Caroline Hyde discusses the recent indictments against the co-founder of Super Micro Computer, a Taiwan-based executive, and a contractor, accused of conspiring to illegally divert servers containing Nvidia chips to China. (Source: Bloomberg)...
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20.03.26 - 14:06
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Huawei challenges Nvidia with powerful new AI accelerator card (SCMP)
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Chinese tech giant Huawei Technologies has launched the Atlas 350 accelerator card for inference, boasting higher computing power for artificial intelligence applications and better performance than US rival Nvidia's H20, as AI rapidly advances into the agentic era.
The Atlas 350 AI accelerator card would be powered by Huawei's latest Ascend 950PR chip, designed to deliver enhanced computing power and storage for AI inferencing, said Ma Haixu, a vice-president at Huawei, at the firm's China......
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20.03.26 - 14:00
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Steward Partners exec: Nvidia earnings staggering, but nervous investors hold stock back (24/7 Wall St.)
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A Steward Partners executive made a blunt observation this week that cuts to the heart of what's frustrating growth investors right now: “Nvidia is unbelievable. If you looked at their last earnings report it was staggering and I think in a different environment, that stock would have really taken off but in this climate, investors ... Steward Partners exec: Nvidia earnings staggering, but nervous investors hold stock back
The post Steward Partners exec: Nvidia earnings staggering, but nervous investors hold stock back appeared first on 24/7 Wall St.....
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