Nasdaq NVDA Nvidia

NVIDIA eyes a strong Q2 with soaring GPU demand, renewed China sales, and rising data center spending, fueling growth prospects.

ARM's 15% slide, lofty multiples, and earnings downgrades fuel caution despite mobile dominance and AI inroads.

The S&P 500 Index ($SPX ) (SPY ) today is up by +0.36%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up by +0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.20%. September E-mini S&P futures (ESU25 ) are up +0.40%, and September...

Nvidia and Marvell Technology, two of the leading AI semiconductor stocks report earnings next week and investors will be watching the results closely

In early trading on Friday, shares of Honeywell International topped the list of the day's best performing Dow Jones Industrial Average components, trading up 2.1%. Year to date, Honeywell International has lost about 1.8% of its value. And the worst performing Dow component t

AI demand, Blackwell chips and expanding hyperscaler orders are likely to continue driving NVDA's Data Center revenues.

NVDA is poised to beat on Q2 earnings as surging AI, data center and gaming demand might have driven massive revenue and earnings growth.

Key PointsSuper Micro Computer stock fell by over 20% after the company’s latest quarterly earnings release on Aug. 5.

Besides Wall Street's top-and-bottom-line estimates for Nvidia (NVDA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2025.

Below is Validea's guru fundamental report for NVIDIA CORP (NVDA). Of the 22 guru strategies we follow, NVDA rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental momentum

Key PointsBig tech and data center spending are still at record highs, signaling demand for Nvidia's chips remains strong.

Key PointsOklo hopes to deploy its small modular nuclear reactors in AI data centers.

Key PointsNvidia remains the clear leader in an AI chip space that continues to grow.

Key PointsThe Vanguard S&P 500 ETF is an excellent core holding.

NVIDIA showcases robotics breakthroughs, with 2M developers using its AI stack and a new Jetson Thor platform set to power humanoid innovation.

Benefitting from pricing power and high demand, Micron Technology is starting to dominate the AI memory space.

Key PointsTepper's Appaloosa hedge fund increased its stake in Nvidia in Q2, but sold shares of Alibaba, Meta, and Alphabet.

Key PointsForm 13Fs provide a way for investors to see which stocks Wall Street's smartest money managers are buying and selling.

Key PointsAfter being virtually locked out of China's AI chip market, Nvidia is mounting a comeback.

Key PointsAn analyst dealt quite the blow to the chipmaker, in the form of a recommendation downgrade.