Nvidia, AI and Bull Run

The ‘next important test for AI bulls’ happens this week with Nvidia’s earnings
Shares of Nvidia Corp., the chip-making giant at the core of the artificial-intelligence boom, have recovered — somewhat — from the hit they took during the market’s DeepSeek tantrum last month. But as the $3.4 trillion company prepares to report fourth-quarter results on Wednesday, Wall Street has other anxieties.
Why one Nvidia bull thinks things look 'spectacular' heading into the AI chipmaker's earnings
Evercore analyst Mark Lipacis said in a recent note that there are three reasons for the more cautious tone: 1) DeepSeek lowering AI demand in aggregate, 2) DeepSeek shifting AI compute cycles away from Nvidia GPUs and to ASICs [custom chips], and 3) Blackwell chip delays.
‘Bull Run Isn’t Over,’ Says John Vinh About Nvidia Stock
Nvidia (NASDAQ:NVDA) has been the poster child of the current bull market, riding a wave of unprecedented growth. However, even the strongest
Should You Buy Nvidia Stock Hand Over Fist Before Feb. 26?
I'm referring, of course, to the thrashing Nvidia's share price took last month when many investors panicked about the threat presented by Chinese artificial intelligence (AI) company DeepSeek. Although Nvidia's stock sank as much as 21% below its previous high,
Nvidia's Stock May Drop After Earnings - Even If It Beats
Nvidia's 72.1% revenue growth is anticipated, but investors expect a big beat and raise. Check out the earnings preview of NVDA stock.
Nvidia earnings: Why investors should brace for more volatility
While Nvidia earnings will be a critical test for the AI trade, even a beat may not be enough to restore the chip giant's ...
Wall St Week Ahead Nvidia to offer AI trades reality check
Nvidia's profit report next week could steer the U.S. stock market's course, as investors seek confirmation that the ...
Is Soundhound AI Stock a Buy After Its Nvidia-Fueled Sell-off?
But the same hand that gives can also take away. Last week, Nvidia submitted another regulatory filing that showed it had ...
Fundamental demand for AI equals demand for Nvidia chips near-term, says Firstmark's Rick Heitzmann
Rick Heitzmann, Firstmark Capital founder, joins 'Closing Bell' to discuss the AI trade, AI demand and the Big Tech sector.
Wall Street Brunch: Nvidia Will Be An AI Litmus Test
Nvidia guidance will be crucial for tech bulls. Fed's favorite inflation gauge looks more benign than CPI. Warren Buffett assures investors on cash pile.
Nvidia launching AI platform to make learning sign language easier
Imagine having a language tutor who was always on, available anytime to teach you new vocabulary or check up on your progress ...
Nvidia Just Sold Its Entire Position in SoundHound AI. Should You Follow?
For example, Nvidia currently owns stock in five different public companies -- Arm Holdings, Applied Digital, Recursion Pharmaceuticals, Nebius Group, and WeRide. Last quarter, however, Nvidia ...
Nvidia Could Burst The AI Bubble Next Week -- Expect Poor Guidance (Downgrade)
Nvidia Corporation's growth slows as the valuation stays high. Upcoming earnings could reveal a Gen AI capex slowdown. Click ...
Paul Singer's Elliott Management bets against Nvidia after calling it a 'bubble' and saying AI is 'overhyped'
Elliott Management had "at least $600 million in downside exposure" to Nvidia stock at the end of December, one analyst said.
Nvidia helps launch AI platform for teaching American Sign Language
Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Nvidia has unveiled a new AI platform for teaching people how to use ...
4 No-Brainer AI Chip Stocks to Buy Right Now
In addition, the stock is attractively priced, trading at a forward price-to-earnings (P/E) ratio of 25 times 2025 analysts' ...