Bullish for NVIDIA
Nvidia GPU Demand Revenue Surge
Updated 13 October 2026
The bullish argument: Nvidia is reporting extraordinary revenue growth driven by sustained demand for its GPU products, with year-over-year increases exceeding 100% as AI computing adoption accelerates across enterprise and cloud infrastructure. Sources highlight that this demand trajectory is expanding beyond traditional GPU markets into networking, CPUs, and integrated AI infrastructure solutions, suggesting a broadening revenue base beyond the core data center segment.
What changed?
6.8% → 5.6% of NVIDIA coverage · still the largest bullish argument
The idea itself is not new: the recorded share reached 7.8% on 29 August. Renewed coverage does not necessarily mean new evidence.
How attention has changed
5.6% of NVIDIA coverage
Rolling 3-day share · as of 13 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-14 | 4.2% |
| 2026-09-15 | 1.1% |
| 2026-09-16 | 1.6% |
| 2026-09-17 | 0.6% |
| 2026-09-18 | 1.7% |
| 2026-09-19 | 2% |
| 2026-09-20 | 2.7% |
| 2026-09-21 | 2.3% |
| 2026-09-22 | 0.7% |
| 2026-09-23 | 0% |
| 2026-09-24 | 0% |
| 2026-09-25 | 0% |
| 2026-09-26 | 0% |
| 2026-09-27 | 0% |
| 2026-09-28 | 0% |
| 2026-09-29 | 1.5% |
| 2026-09-30 | 2.9% |
| 2026-10-01 | 2.3% |
| 2026-10-02 | 2.8% |
| 2026-10-03 | 4.9% |
| 2026-10-04 | 3.8% |
| 2026-10-05 | 3.6% |
| 2026-10-06 | 5.8% |
| 2026-10-07 | 5.7% |
| 2026-10-08 | 2.3% |
| 2026-10-09 | 0.4% |
| 2026-10-10 | 1.8% |
| 2026-10-11 | 2% |
| 2026-10-12 | 6.8% |
| 2026-10-13 | 5.6% |
Keep up with the bigger picture
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
-
Finbold · Published 12 Oct 2026
AI sets date when Nvidia stock will hit $10 trillion market cap
In coverage record: 13 Oct 2026
“For the second quarter of fiscal 2027, ended July 26, the company reported revenue of $96.2 billion, up 106% year over year.”
Read article -
The Economic Times · Published 11 Oct 2026
backed chip startup Nuvacore raising funds at about a $2.5 billion valuation
In coverage record: 12 Oct 2026
“Nvidia launched a CPU called Vera this year. CEO Jensen Huang has said the company expects to sell $20 billion worth of its Vera CPU in this fiscal year, which ends in January.”
Read article -
Wccftech · Published 11 Oct 2026
NVIDIA’s CUDA Moat Is Accelerating RTX Spark Laptop Sales, Higher 128GB Unified Memory Options Belonging To Surface Laptop Ultra Already Out Of Stock
In coverage record: 12 Oct 2026
“Most AI frameworks, inference engines, and creative tools are written and optimized for CUDA first, so buyers can run their existing software stack without hunting for workarounds.”
Read article -
Business Insider · Published 9 Oct 2026
Wall Street Wants Nvidia GPUs to Be the Next Asset Class
In coverage record: 10 Oct 2026
“Nvidia has enlisted BlackRock, Apollo, and Goldman Sachs to help raise more than $500 billion to finance AI infrastructure.”
Read article -
Seeking Alpha · Published 9 Oct 2026
Nvidia: Jensen Huang And Lisa Su Agree On One Thing
In coverage record: 10 Oct 2026
“forward multiples and rapid revenue recognition suggest strong upside if external demand persists and supply constraints remain.”
Read article -
Cable News Network · Published 6 Oct 2026
US stocks hit record high, shrugging off bond market turmoil
In coverage record: 7 Oct 2026
“At almost $6 trillion in market value, Nvidia accounts for more than 8% of the S&P 500. Nvidia is up 6% this month, boosting the major indexes.”
Read article
Earlier coverage
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MarketScreener · Published 5 Oct 2026
Trading Day: Nasdaq highs, Brazil surprise
In coverage record: 6 Oct 2026
“Nvidia +2% to new record high, market cap closing in on $6 trillion.”
Read article -
Markets Insider · Published 5 Oct 2026
Nvidia Stock Forecast: Here’s How High Morgan Stanley Thinks NVDA Can Go
In coverage record: 6 Oct 2026
“Nvidia recently expanded its partnership with Amazon Web Services, with the companies planning to deploy another 2 million Nvidia GPUs across AWS infrastructure during 2027 and 2028.”
Read article -
TechStartups.com · Published 2 Oct 2026
Amazon seeks to offload $8 billion in Nvidia AI chips to investors as Big Tech turns to Wall Street for AI compute financing
In coverage record: 3 Oct 2026
“Advanced GPUs were once treated mainly as technology equipment purchased by cloud companies. They are increasingly being packaged as income-producing infrastructure, with value coming from the lease payments and compute demand attached to them.”
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Finbold · Published 2 Oct 2026
Morgan Stanley sets Nvidia stock price target after naming it a ‘Top Pick’
In coverage record: 3 Oct 2026
“The discussions highlighted Nvidia's expanding customer base, strong demand across hyperscalers and frontier labs”
Read article -
CNBC · Published 2 Oct 2026
Nvidia just hit a record high. Here’s why the stock still looks cheap to me
In coverage record: 3 Oct 2026
“Nvidia remains the dominant player in server GPUs, with roughly 97% market share.”
Read article -
Finbold · Published 1 Oct 2026
Wall Street sets Nvidia stock price for the next 12 months
In coverage record: 2 Oct 2026
“NVIDIA is too cheap to ignore at 13 times updated calendar year 2028 earnings per share of $26. Furthermore, the company's upgraded demand and supply-chain expectations reinforce strong confidence in its long-term growth.”
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Seeking Alpha · Published 29 Sep 2026
Nvidia: The Valuation Still Doesn't Match The AI Growth
In coverage record: 30 Sep 2026
“While Blackwell adoption continues to accelerate, Vera Rubin ramp-up and expanding networking demand should continue to support topline momentum through the remainder of FY27.”
Read article -
The Financial Express · Published 28 Sep 2026
Nvidia announces $150bn additional buyback, biggest stock repurchase in history
In coverage record: 29 Sep 2026
“Huang said earlier this month that Nvidia would double the number of chips it sells in 2027”
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The Economic Times · Published 28 Sep 2026
Nvidia adds $150 billion to existing share repurchase plan
In coverage record: 29 Sep 2026
“Nvidia has emerged as one of the biggest beneficiaries of the AI boom, with demand for its pricey chips and related technology powering rapid revenue growth.”
Read article -
Finbold · Published 19 Sep 2026
AI sets Nvidia stock price for October 1, 2026
In coverage record: 20 Sep 2026
“GPU rental prices across AI cloud providers remain elevated while utilization rates are near capacity, suggesting demand continues to outpace supply”
Read article -
Breitbart News Network · Published 18 Sep 2026
Nvidia's Huang Predicts Chip Sales Will Double Next Year
In coverage record: 19 Sep 2026
“We've never forecasted like this before, we have a lot greater visibility now”
Read article -
TNW · Published 17 Sep 2026
Nvidia’s Huang expects to sell twice as many chips next year
In coverage record: 18 Sep 2026
“Jensen Huang expects to sell twice as many chips in the coming year, he told reporters at an event convened by King Charles III in Scotland, Bloomberg reported. He put it down to AI spreading across industries.”
Read article -
EUROPE SAYS · Published 17 Sep 2026
S&P 500, Nasdaq, Dow End Higher As Drop In Oil Prices Allays Inflationary Concerns - NVDA, MCD, CRWV, LMT, AMZN In Focus
In coverage record: 18 Sep 2026
“Nvidia Corp. (NVDA) expects to double its chip sales over the next year, propelled by the rapid integration of AI technology across diverse global industries.”
Read article -
Business Today · Published 15 Sep 2026
Trump calls data centre backlash a ‘hoax’ in call with Nvidia’s Jensen Huang; rules out AI slowdown debate
In coverage record: 16 Sep 2026
“Trump supports the construction of AI data centres, which require large numbers of Nvidia GPUs to run AI systems. 'The data centers are great, and they make people wealthy, and they make states wealthy.'”
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Fortune · Published 13 Sep 2026
Nvidia CEO Jensen Huang admits he criticizes everything his 42,000-plus employees show him
In coverage record: 14 Sep 2026
“In its Q2 fiscal 2027 earnings report, Nvidia's revenue hit a record $96.2 billion—up 18% from the previous quarter and up 106% from a year ago. The company's success has largely been fueled by the boom in data centers, where revenue climbed to $89 billion, up 117% year over year.”
Read article -
Markets Insider · Published 8 Sep 2026
Nvidia Stock (NVDA) Prediction - Cantor Fitzgerald Stays Bullish on Strong AI Infrastructure Demand
In coverage record: 9 Sep 2026
“Nvidia reaffirmed a 70% revenue growth estimate for FY28, as AI demand continues to outpace supply.”
Read article -
Seeking Alpha · Published 8 Sep 2026
Wall Street Lunch: Huang Declares 'AGI Has Arrived' After OpenAI's GPT-6 Astra Launch
In coverage record: 9 Sep 2026
“Huang argued that Nvidia's computing infrastructure should be viewed as an income-generating asset. "NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset," he wrote, noting that rental prices for Nvidia's three-year-old H100 GPUs had risen 22% over the past month to $3.28 an hour.”
Read article -
Finbold · Published 8 Sep 2026
Analyst updates Nvidia stock price target
In coverage record: 9 Sep 2026
“The firm also described Nvidia's memory strategy as an economic decision aimed at optimizing margins and GPU sales rather than signaling weakening demand.”
Read article -
Markets Insider · Published 7 Sep 2026
Where Will Nvidia Stock Be in a Year? Here’s What This Top Investor Thinks
In coverage record: 8 Sep 2026
“I think that's far too cheap, Drury assigns a price-to-earnings multiple of 30x... the market isn't ready to value Nvidia for what it's truly worth”
Read article -
Seeking Alpha · Published 7 Sep 2026
Nvidia: New Upside Catalysts Emerge And Why I'm Raising My Target
In coverage record: 8 Sep 2026
“NVDA trades at a compelling 14.7x out-year earnings, supported by 70% projected FY28 revenue growth and strong gross margins.”
Read article -
The Economic Times · Published 7 Sep 2026
Nvidia Chief Jensen Huang declares arrival of AGI; Congratulates OpenAI team on GPT-6 Astra model
In coverage record: 8 Sep 2026
“GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72... 400K GPUs coming online next”
Read article -
Business Insider · Published 6 Sep 2026
Nvidia's Jensen Huang Says 'AGI Has Arrived' and Congratulates OpenAI
In coverage record: 7 Sep 2026
“And in his X post on Sunday, Huang suggested there's plenty more computing power on the way. '400K GPUs coming online next,' he said, referring to graphics processing units, the advanced chips used to train and run AI models.”
Read article -
Seeking Alpha · Published 3 Sep 2026
Nvidia: I'm Not Bearish, But This Q2 Red Flag Matters
In coverage record: 4 Sep 2026
“Yes, Nvidia Corporation's 70% FY28 revenue guidance is impressive... after the blowout FY28 guidance of 70% sales growth, which is constrained by supply”
Read article -
Seeking Alpha · Published 2 Sep 2026
Nvidia: The Market Is Crazy Not To Push The Stock Higher
In coverage record: 3 Sep 2026
“Nvidia Corporation is continuing to grow at an unrelenting pace, and it passed 3 of my 4 key metrics that I was looking for. Delivered a double-beat quarter with 105.9% Y/Y revenue growth and record EPS, surpassing guidance for the 13th consecutive time.”
Read article -
Moneycontrol · Published 2 Sep 2026
Jensen Huang says dinner with him could double your stock overnight
In coverage record: 3 Sep 2026
“For its second quarter of fiscal 2027, Nvidia reported revenue of USD 96.2 billion, up 106 percent from a year earlier. Data centre revenue rose 117 percent to USD 89 billion, while net income reached USD 59.7 billion.”
Read article -
Finbold · Published 2 Sep 2026
Machine learning algorithm sets Nvidia stock price for September 30, 2026
In coverage record: 3 Sep 2026
“For the second quarter of fiscal 2027, Nvidia reported revenue of $96.2 billion, up 106% year over year, while Data Center revenue surged 117% to $89 billion. Trailing 12-month revenue has surpassed $300 billion, and demand continues to outpace supply.”
Read article -
Barchart · Published 1 Sep 2026
Wall Street Sees Nvidia Stock Hitting $324. Here’s Why NVDA Could Go Even Higher.
In coverage record: 2 Sep 2026
“For the third quarter, Nvidia expects revenue of roughly $108 billion, still representing more than 89% YoY growth. However, given strong demand for AI infrastructure, the company could outperform its own guidance. With demand remaining strong, Vera Rubin could become the company's fastest product launch ever.”
Read article -
The Economic Times · Published 1 Sep 2026
Multibagger AI stock in focus after bagging Rs 1,000 crore term sheet to provide Nvidia Blackwell GPUs
In coverage record: 2 Sep 2026
“E2E Networks signed a binding term sheet worth approximately Rs 1,000 crore to provide NVIDIA Blackwell cloud GPUs and allied services until June 2029, marking a significant milestone in its strategy of adding customers through longer-term contracts.”
Read article -
Markets Insider · Published 31 Aug 2026
Nvidia Just Revealed the Next Big AI Bottleneck
In coverage record: 1 Sep 2026
“At 70% growth, the number is closer to $680 billion. That is remarkable for a company already operating at Nvidia's scale. And it helps explain why NVDA stock rallied after earnings instead of falling like it has after several recent reports.”
Read article -
Barchart · Published 31 Aug 2026
Analysts Expect Nvidia Stock to Soar 50%, But You Shouldn’t Rush to Buy NVDA Here
In coverage record: 1 Sep 2026
“The company expects revenues to rise to $108 billion...The show-stopper was Nvidia's forecast of 70% revenue growth in the next fiscal year, far exceeding the 44% growth analysts were modeling...Going by the backlog and supply constraints, we can be reasonably sure that Nvidia will continue to grow at a fast pace until at least 2028.”
Read article -
Barchart · Published 31 Aug 2026
Nvidia Projects 70% Revenue Growth Next Year. What This Means for NVDA Stock Investors.
In coverage record: 1 Sep 2026
“Nvidia delivered outstanding quarterly results with revenue reaching $96.2 billion, representing a 106% increase from the prior year and exceeding Street estimates by more than $4 billion. Earnings per share climbed 120% year over year to $2.22, beating the consensus estimate of $2.09 and marking the ninth consecutive quarter of outperforming profit forecasts.”
Read article -
Livemint · Published 31 Aug 2026
The stock market got what it needed from Nvidia and Warsh. Here’s what comes next.
In coverage record: 1 Sep 2026
“This is a company that grew sales by 106% year-over-year, but still held its gross margin at 75%. Management expects the strong revenue growth to continue into next year, forecasting a 70% rise in the fiscal year starting in late January, well ahead of investors' expectations.”
Read article -
Markets Insider · Published 30 Aug 2026
‘A Crime in Progress,’ Says Top Investor About Nvidia Stock
In coverage record: 31 Aug 2026
“"Nvidia is growing hand over fist with Blackwell GPU shipments surging, leading in turn to massive revenue and free cash flow growth for the company. The investor predicts that NVDA will reach a fair value of $340 in the coming year."”
Read article -
International Business Times · Published 30 Aug 2026
NVIDIA's Record Quarter Confirms Chipmakers Are Winning the AI Boom
In coverage record: 31 Aug 2026
“Each successive generation of NVIDIA's AI architecture expands the total dollar value extracted from a given amount of computing capacity. The Hopper-era platform generated roughly $18 billion of revenue per gigawatt of deployed data center capacity. Blackwell expanded that to approximately $25 billion per gigawatt. The Vera Rubin platform...is estimated at approximately $40 billion per gigawatt.”
Read article -
Investor's Business Daily · Published 28 Aug 2026
Nvidia Will Be The Most Profitable Company In The U.S. Next Year
In coverage record: 29 Aug 2026
“TITLE: Nvidia Will Be The Most Profitable Company In The U.S. Next Year”
Read article -
CNBC · Published 28 Aug 2026
Nvidia earnings were monstrous. Not enough to drive a chip stock breakout
In coverage record: 29 Aug 2026
“The chipmaker's revenue for the fiscal second quarter soared 85% year over year to $81.62 billion. Earnings per share beat estimates as well, and Nvidia issued strong forward guidance to boot.”
Read article -
Barchart · Published 28 Aug 2026
Nvidia Is Buying Hugging Face for Nearly $13 Billion. How the Deal Could Help Drive NVDA Stock Higher.
In coverage record: 29 Aug 2026
“Nvidia expects revenue to grow 70% in fiscal 2028, and the management revealed that it could have been more, but supply chain issues (read memory shortage) put a cap on the same.”
Read article -
Barchart · Published 27 Aug 2026
Nvidia (NVDA) Earns Price-Target Upgrades After Monster Q2
In coverage record: 28 Aug 2026
“CFO Colette Kress's conference-call statement that they expect fiscal 2028 revenues to rocket by 70%, ahead of the pros' already steep projections for 44% year-over-year improvement. Indeed, Kress said that based on customer forecasts, growth would double next year, but supply constraints kept its forecast to, ahem, just 70%.”
Read article -
CNBC · Published 27 Aug 2026
Jensen Huang defends Nvidia's growing financial support for AI ecosystem, says 'the risk is low'
In coverage record: 28 Aug 2026
“"For its fiscal 2027 second quarter, the company reported $96.2 billion in quarterly revenue, more than double a year earlier, while data center revenue climbed 117% to $89 billion. Nvidia also projected roughly 70% revenue growth in fiscal 2028."”
Read article -
Cable News Network · Published 27 Aug 2026
AI’s rally is disguising a massive slump in tech stocks
In coverage record: 28 Aug 2026
“Nvidia shares (NVDA) climbed 9% Thursday after strong earnings in which the chipmaker not only doubled its sales, but also assured investors of blockbuster growth. That's sending other chipmaker stocks – and the whole market – higher.”
Read article -
Devdiscourse · Published 27 Aug 2026
Nvidia ignites chip stock rally as forecast shows AI boom is intact
In coverage record: 28 Aug 2026
“The forecast confirmed the 'AI build-out will continue at full speed and Nvidia will continue to put a notable part of this spending in its pockets.' 'It's impossible for investors to turn their backs on this company: it is growing fast, and it is incredibly profitable.'”
Read article -
Barchart · Published 27 Aug 2026
Nvidia (NVDA) Earns Price-Target Upgrades After Monster Q2
In coverage record: 28 Aug 2026
“Nvidia announced Q2 revenues and profits that more than doubled year-over-year, to $96.2 billion and $2.22 per share, respectively. Both figures were ahead of their respective Wall Street consensus targets for $92.2 billion and $2.10 per share.”
Read article -
Barchart · Published 26 Aug 2026
A $6 Billion Reason to Buy Nvidia Stock Now
In coverage record: 27 Aug 2026
“Raymond James maintained a 'Strong Buy' rating on Nvidia on Aug. 25, while raising the price target to $352 from $330. The bullish call reflects growing confidence in Nvidia's CPU opportunity, which Raymond James expects to expand from roughly 3% of sales currently to about 5% by calendar 2028.”
Read article -
Markets Insider · Published 26 Aug 2026
Nvidia Stock Is Climbing After Hours - What Investors Just Heard and What Wall Street Sees Next
In coverage record: 27 Aug 2026
“Management expects fiscal 2028 revenue to grow about 70% year-over-year, far above the 45% increase Wall Street expected. Kress said demand remains broad among cloud providers and leading AI labs, while supply continues struggling to keep pace with customer orders.”
Read article -
Business Insider · Published 26 Aug 2026
Nvidia Earnings: Wall Street Hopes for a Fresh Boost for the AI Trade
In coverage record: 27 Aug 2026
“UBS said it expects Nvidia to post revenue of around $94 billion to $95 billion for the quarter, with revenue in the following quarter likely exceeding $110 billion. We expect investors to gain greater confidence in a path to $15+ EPS in C2027E and $20 in C2028E - numbers that should keep the stock grinding higher.”
Read article -
Barchart · Published 26 Aug 2026
Nvidia’s Biggest Customers Face a Painful New AI Bill
In coverage record: 27 Aug 2026
“Nvidia's pricing power amid supply-chain bottlenecks allowed it to report a 75% gross margin in its first quarter. In fiscal 2023 (ended in January), its gross margins were much lower at 57%.”
Read article -
Markets Insider · Published 25 Aug 2026
Last-Minute Thought: Top KeyBanc Analyst Sets Expectations on Nvidia Stock Ahead of Earnings
In coverage record: 26 Aug 2026
“Rubin is one reason Vinh sees room for Nvidia to outperform, although its contribution should remain limited during the quarter being reported. The bigger opportunity comes afterward, when shipments of Nvidia's next-generation GPU architecture begin ramping during fiscal Q3.”
Read article -
Finbold · Published 25 Aug 2026
$1,000 invested in Nvidia stock at ChatGPT launch is now worth
In coverage record: 26 Aug 2026
“As cloud providers and technology companies rushed to expand data-center capacity, Nvidia emerged as the primary supplier of the specialized GPUs used to train and run AI systems. Data-center revenue became the company's dominant growth engine, driving quarterly revenue into the tens of billions of dollars, lifting gross margins toward 75%, and generating free cash flow measured in the tens of billions.”
Read article -
The Economic Times · Published 25 Aug 2026
Hyderabad’s AI wealth is finding its way into luxury homes
In coverage record: 26 Aug 2026
“Nvidia, the epicentre of the AI boom, is now valued at more than $5 trillion, making it the most valuable company in the world... Nvidia employees have bought 4-5 units at the project... Whoever made money through RSUs is among the key buyer segments”
Read article -
The Economic Times · Published 25 Aug 2026
Nvidia faces growth test as Rubin debut meets AI financing scrutiny
In coverage record: 26 Aug 2026
“Driving that growth is a data-center spending spree by Big Tech that is set to exceed $730 billion this year, as well as ballooning outlays at smaller, AI-focused cloud companies such as CoreWeave that are backed by Nvidia.”
Read article -
CNBC · Published 24 Aug 2026
What’s likely to move the market
In coverage record: 25 Aug 2026
“According to data provider Quartr, 90% of Nvidia's revenues are now tied to the data center industry.”
Read article -
CNBC · Published 24 Aug 2026
Nvidia to report earnings. Jay Woods says watch these key levels
In coverage record: 25 Aug 2026
“The company is expected to clock $2.10 earnings per share for that period, representing a 99.7% increase on a year-over-year basis. The Street also has a consensus estimate of $92.179 billion on revenue for Nvidia — a figure that is 97.2% above reported revenue from the same three-month period a year ago.”
Read article -
Markets Insider · Published 23 Aug 2026
‘Prepare for What’s Coming,’ Says Top Investor as Nvidia Stock Heads Into Earnings
In coverage record: 24 Aug 2026
“With NVDA trading near 23 times forward GAAP earnings, the investor believes the market is pricing Nvidia as if 'the company's growth will normalize faster than existing infrastructure demand suggests.' If Vera Rubin, CPUs and financing confirm the growth estimates, I see Nvidia undervalued.”
Read article -
Barchart · Published 23 Aug 2026
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
In coverage record: 24 Aug 2026
“Consensus is for the semiconductor behemoth to record $2.01 in earnings per share (EPS) — more than double the figure it posted for the same quarter last year.”
Read article -
Moneycontrol · Published 23 Aug 2026
Nvidia to raise AI server prices by over 15% as memory chip costs soar
In coverage record: 24 Aug 2026
“Some of Nvidia Corp.'s biggest customers have been told that the prices of servers containing its artificial intelligence chips are going up more than 15% in many cases with memory chip costs soaring.”
Read article -
The News International · Published 23 Aug 2026
Nvidia's AI server prices set to jump more than 15%
In coverage record: 24 Aug 2026
“Nvidia posted a gross margin near 75% last quarter and has typically been able to absorb rising input costs rather than pass them fully onto customers, given its dominant position in AI silicon.”
Read article -
BOL News · Published 23 Aug 2026
Michael Saylor explains Bitcoin’s ‘digital energy’ concept
In coverage record: 24 Aug 2026
“Nvidia reported a gross margin of nearly 75% last quarter and has generally been able to absorb higher costs rather than pass them on to customers because of its strong position in the AI chip market.”
Read article -
CNBC · Published 22 Aug 2026
Nvidia customers reportedly warned about AI-related price hikes
In coverage record: 23 Aug 2026
“Nvidia plans to hike prices for some of its largest customers...The chipmaker is set to increase the cost of servers containing its artificial intelligence chips, including Vera Rubin and Grace Blackwell, by more than 15% in many cases”
Read article -
The Verge · Published 22 Aug 2026
Nvidia’s AI chips are about to get more expensive too.
In coverage record: 23 Aug 2026
“Bloomberg reports that "some of Nvidia's biggest customers" have been told that server prices are going up more than 15 percent. Those customers are the companies that build the AI data centers for Oracle, Microsoft, and others.”
Read article -
Barchart · Published 22 Aug 2026
Nvidia Q2 Preview: Strong Earnings and Low Valuation Set the Stage for Upside
In coverage record: 23 Aug 2026
“Nvidia estimates the addressable CPU market at approximately $200 billion and expects its CPU products to generate around $20 billion in revenue this year. This opportunity could provide the company with another significant growth engine while further diversifying its revenue base and strengthening its position within AI data centers.”
Read article -
Barchart · Published 22 Aug 2026
Nvidia Stock Trades at a Reasonable Valuation With Ample Growth Headroom
In coverage record: 23 Aug 2026
“Nvidia's AI Infrastructure delivers the lowest token cost and highest token throughput. Similarly, Blackwell is being adopted by all major hyperscalers, cloud providers, and model builders. The company's moat is also visible in its gross margin of 74.9% as of Q1 FY27.”
Read article -
Hindustan Times · Published 21 Aug 2026
What’s next for Nvidia after the AI chip boom? Wall Street wants more-here’s what investors need to know
In coverage record: 22 Aug 2026
“HSBC analyst Frank Lee said Nvidia may need a new story or narrative to get another major increase in its stock valuation. Lee said earnings and Nvidia's product roadmap have become less important as reasons for investors to give the stock a higher valuation.”
Read article -
Markets Insider · Published 21 Aug 2026
Top Oppenheimer Analyst Sets the Stage on Nvidia Stock Ahead of Earnings
In coverage record: 22 Aug 2026
“Schafer expects the rollout of Nvidia's next-generation VR200 systems, which are on track to ramp in the current quarter, to strengthen second-half growth. The analyst projects more than $1 trillion in combined revenue from GB200, GB300 and VR200 between 2025 and 2027”
Read article -
Seeking Alpha · Published 18 Aug 2026
Nvidia: Owning This Is Betting On Future Technology Advancements (Earnings Preview)
In coverage record: 19 Aug 2026
“Owning This Is Betting On Future Technology Advancements”
Read article -
Seeking Alpha · Published 18 Aug 2026
Nvidia's Q2 Preview: A $7 Trillion Market Cap Within Reach
In coverage record: 19 Aug 2026
“Gross margin around 75% matters, but incremental gross profit tells a much better story about how valuable each new dollar of revenue really is.”
Read article -
Times Now · Published 18 Aug 2026
AI’s Next Big Bottleneck Isn’t Chips; Nvidia’s Jensen Huang Says It’s Something Much Bigger
In coverage record: 19 Aug 2026
“The PORTS-Pike project is expected to initially offer 4.25 gigawatts of AI factory capacity. Nvidia has said that each generation of systems deployed at the site could involve around 1.5 million Nvidia GPUs, potentially generating an estimated USD 150-200 billion in Nvidia revenue for each generation.”
Read article -
EUROPE SAYS · Published 18 Aug 2026
History Says Nvidia Is Going to Disappoint Wall Street After Aug. 26
In coverage record: 19 Aug 2026
“The company's graphics processing units (GPUs) are superior, and Wall Street's most influential businesses have shown a willingness to pay a premium for the best products in the AI arena. With no competitors particularly close to matching or surpassing the compute capabilities of Nvidia's core GPU lineup, it's been able to charge a hearty premium.”
Read article -
Seeking Alpha · Published 17 Aug 2026
Nvidia: One Number In Q2 Decides Where This Stock Goes
In coverage record: 18 Aug 2026
“Nvidia Corporation remains a Strong Buy as demand shifts from intentions to signed obligations, with $91B July quarter revenue and 75% gross margin guidance.”
Read article -
Barchart · Published 17 Aug 2026
Why Nvidia Is Teaming With OpenAI on a Massive Ohio Data Center - ‘Now Is The Time To Scale The AI Infrastructure That Will Power The Next Industrial Revolution’
In coverage record: 18 Aug 2026
“Each generation of AI systems deployed at PORTS-Pike is estimated to involve approximately 1.5 million Nvidia GPUs, translating into $150 billion to $200 billion in revenue per hardware refresh cycle. Over the 20-year lease period with OpenAI as tenant, multiple upgrade cycles are anticipated – and when combined with OpenAI's broader infrastructure commitments through 2030, the total opportunity could reach approximately $600 billion in Nvidia compute revenue from a single customer relationship.”
Read article -
Times of India · Published 16 Aug 2026
Quote of the day by Jensen Huang, ‘The more you buy, the more you save’
In coverage record: 17 Aug 2026
“His argument is that building at scale, investing heavily in accelerated computing rather than trying to get by with smaller, incremental upgrades, ultimately reduces the total cost and energy required to do the same amount of computing work.”
Read article -
Wccftech · Published 12 Aug 2026
NVIDIA's Fastest Blackwell GPU, the 96 GB RTX PRO 6000, Now Costs $16,000, Almost Double Its Original Price
In coverage record: 13 Aug 2026
“Due to ongoing shortages in the memory segment, prices for premium DRAM components are on the rise, and cards such as the 32 GB RTX 5090 have already surpassed the 2x price barrier compared to their MSRPs.”
Read article -
Windows Central · Published 12 Aug 2026
Quote of the day by NVIDIA CEO Jensen Huang: "Moore's law is dead. It's completely over" - Will GPUs ever be affordable again?
In coverage record: 13 Aug 2026
“After all, if NVIDIA isn't under enough threat from its competition, why would there be any incentive to lower prices?”
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The Financial Express · Published 12 Aug 2026
Jensen Huang’s $500 billion Nvidia bet: Can AI chips become Wall Street’s next big asset?
In coverage record: 13 Aug 2026
“Nvidia's CUDA software platform allows developers to run AI workloads on its GPUs. The company argues that regular improvements to this software can make existing hardware more useful even after newer chips enter the market. That could help older Nvidia GPUs continue generating revenue for longer than traditional accounting models might suggest.”
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CNBC · Published 11 Aug 2026
Jensen Huang’s plan faces China risk
In coverage record: 12 Aug 2026
“Nvidia's AI factory platform is really an investable asset, an infrastructure asset. The reason for that is because it's productive, it's revenue generating, it is fungible, it's used by just about every cloud service provider, it runs every AI model.”
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Barchart · Published 9 Aug 2026
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
In coverage record: 10 Aug 2026
“Analysts tracking NVDA stock forecast revenue to increase from $216 billion in fiscal 2026 to $909 billion in fiscal 2031. In this period, free cash flow is projected to expand from $97 billion to $550 billion. If NVDA is priced at 20x forward FCF, it could double within the next four years.”
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Finbold · Published 8 Aug 2026
Machine learning algorithm sets Nvidia stock price for August 31, 2026
In coverage record: 9 Aug 2026
“Investor sentiment has also been supported by continued AI infrastructure spending from major technology companies, including Amazon, Alphabet, and Meta, which remain key customers for Nvidia's advanced GPUs and AI systems.”
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Benzinga · Published 4 Aug 2026
Musk Praises Vera Rubin Platform on SpaceX Earnings Call, Nvidia Stock Climbs
In coverage record: 5 Aug 2026
“SpaceX intends to end the year with over two gigawatts of compute and noted it will be 'several times higher' by the end of 2027, with cumulative online compute closer to 10 gigawatts than five gigawatts at the end of next year.”
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Business Insider · Published 31 Jul 2026
Morningstar Says Nvidia Is an 'Undervalued' High-Upside Stock Play
In coverage record: 1 Aug 2026
“Its wide economic moat, as its GPUs, CUDA software, and other products remain superior to others on the market.”
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Barchart · Published 30 Jul 2026
This Top Semiconductor Stock Just Backed a Secret AI Lab in a Mega Deal
In coverage record: 31 Jul 2026
“CEO Jensen Huang has emphasized that demand for GPUs has gone parabolic because of agentic AI, which are AI systems that can act and reason on their own. Model makers like OpenAI and Anthropic are racing to produce more tokens, the basic unit of AI output, as those tokens now generate real revenue.”
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Finbold · Published 29 Jul 2026
Crypto markets set Nvidia stock price for end of August 2026
In coverage record: 30 Jul 2026
“Meanwhile, Nvidia continues to benefit from its dominant position in the AI semiconductor market. The company's data center segment generates more than 90% of total revenue, while demand for Blackwell processors remains strong enough to keep production effectively sold out into 2027.”
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Barchart · Published 24 Jul 2026
What to Expect From NVIDIA's Q2 2027 Earnings Report
In coverage record: 25 Jul 2026
“The company's revenue for the quarter amounted to $81.6 billion, up 85% from the prior year, driven by an impressive 92% year-over-year increase in data center revenue.”
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Wccftech · Published 24 Jul 2026
NVIDIA Starts Championing Open-Weight AI Models As They Increase Demand For Compute, And Despite Doing Everything To Maintain Its CUDA Moat
In coverage record: 25 Jul 2026
“NVIDIA has done all it can over the past few years to ensure that its CUDA most remains resilient, from providing free GPUs and training to university and researchers, to coupling NVIDIA Collective Communications Library (NCCL) with proprietary hardware like NVLink and InfiniBand”
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CNBC · Published 24 Jul 2026
This semi stock just struck a deal with Nvidia. UBS sees big gains ahead
In coverage record: 25 Jul 2026
“We view the US$1.5bn NVIDIA strategic partnership supporting Amkor's on-going ramp of [Nvidia's] Vera [central processing unit (CPU)] (we estimate 60% share), GB10 and N1X and future products (likely extending to Rosa)”
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Finbold · Published 23 Jul 2026
$1,000 invested in Nvidia stock after Nasdaq-100 index addition is now worth
In coverage record: 24 Jul 2026
“Notably, management expects fiscal second-quarter revenue to rise about 12% sequentially – approximately 95% year-over-year growth if guidance is met. If all goes smoothly, long-time Nvidia backers could be up for even more sizable returns in the long run.”
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Seeking Alpha · Published 20 Jul 2026
Nvidia: AI Infrastructure Hitting Physical And Financial Limits
In coverage record: 21 Jul 2026
“Nvidia's revenue growth trajectory is intimately connected to hyperscaler CapEx, which is expected to reach a record $1.0 trillion in calendar 2027. During the most recent earnings conference call, NVDA's CFO mentioned that AI infrastructure spending was on track to reach between $3 trillion and $4 trillion annually by 2030.”
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Times of India · Published 20 Jul 2026
Nvidia's senior exec admits, they still need CEO Jensen Huang's help at times to settle internal fights over …
In coverage record: 21 Jul 2026
“Nvidia continues to invest in autonomous driving technologies despite the automotive business being smaller than its data centre operations. We are strong believers — Jensen himself as well — of the AV future. We are keeping investing basically in this technology and in this future, not only from allocating external compute but from fab capacity as well.”
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Fortune · Published 19 Jul 2026
SpaceX is quietly building an AI compute business that may become key to its eye-popping valuation
In coverage record: 20 Jul 2026
“Yet, for now, SpaceX has something nearly every major AI developer wants and can't easily build fast enough. OpenAI is working with partners through the Stargate initiative announced last year to build a large network of data centers across the U.S. to aid AI development.”
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TNW · Published 18 Jul 2026
Alibaba open-sources its AI chip software stack at WAIC, targeting Nvidia's CUDA lock-in
In coverage record: 19 Jul 2026
“That dependency effectively locks them into buying Nvidia hardware, a dynamic that has helped the company reach a $3.4 trillion market cap.”
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Seeking Alpha · Published 16 Jul 2026
The AI Supply Chain Just Confirmed Nvidia's Future
In coverage record: 17 Jul 2026
“Nvidia's Kyber delay concerns appear limited to Rubin Ultra, leaving mainstream Rubin NVL72 deployments and near-term revenue expectations largely unchanged.”
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Barchart · Published 10 Jul 2026
AI Sent AMD Soaring - But This Stock May Be the Better Value Play
In coverage record: 11 Jul 2026
“Nvidia's product roadmap also supports continued expansion. Management believes products based on its Blackwell and Rubin architectures could generate $1 trillion in cumulative revenue between 2025 and 2027.”
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The Economic Times · Published 9 Jul 2026
Nvidia's $1 trillion slide makes stock cheapest since AI boom
In coverage record: 10 Jul 2026
“Despite the sharp drop in its share price, Nvidia continues to deliver record revenue, supported by robust demand for its AI chips. The company maintains industry-leading profit margins, while analysts expect its next-generation AI platforms, including Rubin, to drive another phase of earnings growth.”
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Benzinga · Published 9 Jul 2026
What's Going on With NVIDIA Stock Thursday?
In coverage record: 10 Jul 2026
“NVIDIA is projected to deliver 82% revenue growth and 90% profit growth in fiscal 2027. Bloomberg Intelligence data also show the company increased its server GPU market share to 97% at the end of 2025.”
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Finbold · Published 8 Jul 2026
Wall Street analyst sets Nvidia stock price for 12 months
In coverage record: 9 Jul 2026
“The analyst emphasized Nvidia's robust pricing power, noting that the expected $200,000 to $300,000 rise in High-bandwidth memory (HBM) costs per server rack with the Rubin platform transition could be offset by $2 million to $3 million increases in complete server selling prices.”
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Benzinga · Published 8 Jul 2026
Nvidia Cheaper Than Apple, Microsoft, Meta? Analyst Sees 'Compelling Value'
In coverage record: 9 Jul 2026
“The analyst said investors may be overstating high bandwidth memory (HBM) and underestimating Nvidia's pricing power and scale. Arya expects Nvidia's gross margins to remain in the mid-70% range going forward.”
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Markets Insider · Published 7 Jul 2026
Perplexity Picks Nvidia’s (NVDA) Vera Chip Over Intel and AMD After AI Speed Tests
In coverage record: 8 Jul 2026
“Nvidia has said it expects Vera to bring in roughly $20 billion in sales by the end of its fiscal year. That revenue forecast is part of a larger plan for the tech giant to compete against rivals in the $200 billion CPU market.”
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TNW · Published 6 Jul 2026
Nvidia's Kyber AI rack is delayed to 2028
In coverage record: 7 Jul 2026
“Its current Rubin systems are in full production. They start shipping this autumn to eight cloud partners, including AWS, Microsoft Azure and Google Cloud. SemiAnalysis even sees Nvidia's data-centre compute revenue running 20 per cent above Wall Street forecasts.”
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Seeking Alpha · Published 6 Jul 2026
Nvidia Just Entered A $200 Billion Market - History Says What Happens Next
In coverage record: 7 Jul 2026
“NVDA's Q1 revenue surged 85% YoY to $81.6B, with Data Center revenue up 92% and gross margins holding near 75% despite rapid scaling.”
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Seeking Alpha · Published 2 Jul 2026
Nvidia: The Drawdown Is An Opportunity To Pounce
In coverage record: 3 Jul 2026
“NVDA doubled Blackwell/Rubin pipeline visibility to $1T through 2027, with supply commitments at $119B and no margin compression despite new architecture risks”
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Benzinga · Published 21 Jun 2026
NVIDIA Stock Has Slipped By 10% From YTD High As Pros Predict 46% Jump
In coverage record: 22 Jun 2026
“For one, its revenue and profitability growth are accelerating as the AI supercycle gains steam.”
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Markets Insider · Published 20 Jun 2026
Nvidia or Alphabet: Billionaire Daniel Loeb Scoops Up One AI Stock, Abandons the Other
In coverage record: 21 Jun 2026
“"What truly differentiates the company is its ecosystem of software, tools, libraries, and developer resources, which creates significant switching costs for customers and strengthens its competitive position. The company's central role in the AI ecosystem has fueled explosive growth in revenue and profits."”
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Seeking Alpha · Published 10 Jun 2026
Nvidia Looks Undervalued, But That Doesn't Make Me More Bullish
In coverage record: 11 Jun 2026
“Revenue growth near 85% could persist as Nvidia expands into CPUs. And Foxconn supplier data indicates strong AI demand ahead.”
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Barchart · Published 9 Jun 2026
Jensen Huang Was in South Korea to Dominate the AI Ecosystem. Here Is Why You Should Buy Nvidia Stock Now.
In coverage record: 10 Jun 2026
“The company reported its better-than-expected first-quarter fiscal 2027 earnings on May 20, beating both revenue and earnings estimates. It delivered a record-breaking quarter, with revenue, free cash flow, and operating income all reaching record levels.”
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Seeking Alpha · Published 24 May 2026
Nvidia Stock: Market's Skepticism Creates A Massive Mispricing (NASDAQ:NVDA)
In coverage record: 25 May 2026
“Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years.”
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Benzinga · Published 23 May 2026
NVIDIA Stock Nears Key Price As Huang Pitches $200 Billion CPU Market
In coverage record: 24 May 2026
“NVIDIA Is Betting On The $200 Billion CPU Market.”
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Barchart · Published 22 May 2026
Nvidia Stock Price Predictions: How NVDA Could Rally to $380
In coverage record: 23 May 2026
“However, what began as a GPU-led AI infrastructure cycle is evolving into a full-stack compute expansion, and Nvidia is positioning itself to capture a much larger share of enterprise and hyperscale spending.”
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Devdiscourse · Published 22 May 2026
Dow hits first intraday record high since February
In coverage record: 23 May 2026
“On the Dow, tech names Cisco, Amazon and Nvidia have outperformed over the quarter. The chip giant's sales outlook topped estimates this week.”
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Benzinga · Published 21 May 2026
Nvidia Stock Drops Despite Double Beat: Analyst Says 'Ignore The Noise' And Buy
In coverage record: 22 May 2026
“Ives highlighted Nvidia's ramp of the Blackwell 300 products and growing data center revenue, along with new revenue opportunities in the Edge Computing segment.”
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Fortune · Published 20 May 2026
Nvidia Q1 earnings: Chipmaker beats on earnings and boosts dividend, but forecasts disappoint
In coverage record: 21 May 2026
“Data center spending—the main source of Nvidia’s revenue—hasn’t shown signs of letting up.”
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Barchart · Published 17 May 2026
Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down
In coverage record: 18 May 2026
“Although these numbers seem rather expensive, Nvidia has a stellar profitability metric. The company has a profit margin of 55.6% and a 97.37% return on equity.”
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Markets Insider · Published 16 May 2026
Nvidia’s Q1 Earnings in Focus - Top UBS Analyst Raises NVDA Stock Price Target
In coverage record: 17 May 2026
“Investors and analysts eagerly look forward to chip giant Nvidia’s (NVDA) fiscal first-quarter results on May 20 to see whether the company’s AI GPUs (graphics processing units) continue to benefit from robust demand despite growing competition.”
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Markets Insider · Published 16 May 2026
Nvidia or Micron: Billionaire Ken Fisher Bets Big on One Top AI Stock
In coverage record: 17 May 2026
“As businesses rushed to develop their own AI systems, demand for those chips soared, fueling a huge increase in Nvidia’s data center revenue.”
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Financial Post · Published 11 May 2026
Nvidia, chipmakers lift stocks as advance defies war jitters
In coverage record: 11 May 2026
“Nvidia Corp. contributed the most to the index’s gain on Monday as ongoing strength in chip stocks buoyed the U.S. benchmark.”
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Benzinga · Published 8 May 2026
NVIDIA's 'Five-Layer Cake' Strategy: Why Your Next Car Will Be Powered By AI
In coverage record: 8 May 2026
“Li said Nvidia aims to profit from the overall growth of autonomous driving rather than just selling chips.”
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Benzinga · Published 6 May 2026
What's Going On With NVIDIA Stock Wednesday?
In coverage record: 6 May 2026
“EPS Estimate: $1.76 (Up from 96 cents YoY) Revenue Estimate: $78.78 Billion (Up from $44.06 Billion YoY) Valuation: P/E of 40.1x (Indicates premium valuation relative to peers).”
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Finbold · Published 5 May 2026
Crypto markets predict Nvidia stock price for May 31, 2026
In coverage record: 5 May 2026
“Analysts believe rising AI infrastructure spending could further boost Nvidia’s revenue outlook.”
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Finbold · Published 4 May 2026
Why Nvidia stock is about to begin a 3-month hot run
In coverage record: 4 May 2026
“Demand for its Blackwell AI systems continues to accelerate as hyperscalers and enterprise customers ramp up spending on AI infrastructure.”
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Barchart · Published 28 Apr 2026
NVIDIA Stock Outlook: Is Wall Street Bullish or Bearish?
In coverage record: 28 Apr 2026
“For the current fiscal year, ending in January 2027, analysts expect NVDA’s EPS to grow 70% to $7.77 on a diluted basis.”
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Markets Insider · Published 28 Apr 2026
Why Nvidia Stock (NVDA) Is Up Today and What Could Drive It Higher From Here
In coverage record: 28 Apr 2026
“Foo, who ranks among the top 3% of Wall Street analysts, points first to what he calls 'long-term, structural demand for AI applications.' In his view, Nvidia remains the clear leader in AI chips, with GPUs that are 'cutting edge and market leading' and preferred for high-powered computing and AI workloads.”
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Livemint · Published 28 Apr 2026
Nvidia shares rebound over 24% in April, hit record highs on AI optimism ahead of earnings
In coverage record: 28 Apr 2026
“Revenue from the data centre segment, which accounts for more than 90% of total revenue, grew 22% sequentially and 75% YoY, driven by the two major platform shifts, accelerated computing and artificial intelligence.”
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The Economic Times · Published 27 Apr 2026
Nvidia stock hits record high, market cap reaches $5.2 trillion after massive surge
In coverage record: 27 Apr 2026
“Nvidia stock is growing very fast because of strong demand for AI chips and heavy spending by big tech companies.”
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The Economic Times · Published 25 Apr 2026
ETtech Explainer: Why Nvidia hit $5 trillion market cap; Intel and AMD rally
In coverage record: 25 Apr 2026
“At the heart of the surge is the principle of demand and supply: there aren’t enough AI chips to meet exploding demand. Data centres, cloud companies, and even governments are rushing to build AI systems, and Nvidia’s GPUs are right at the centre of it all.”
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Benzinga · Published 24 Apr 2026
Nvidia Stock Jumps 5% Friday: What's Driving The Action?
In coverage record: 24 Apr 2026
“Looking further out, the next major catalyst for the stock arrives with the May 27 (estimated) earnings report. EPS Estimate: $1.76 (Up from 96 cents YoY) Revenue Estimate: $78.78 Billion (Up from $44.06 Billion YoY)”
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MarketScreener · Published 24 Apr 2026
The stock market has eyes only for AI
In coverage record: 24 Apr 2026
“The focus then moved to the sector's picks-and-shovels suppliers, the Nvidia and Broadcom phase, before their own suppliers came into vogue.”
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International Business Times · Published 24 Apr 2026
Nvidia Stock Buy or Sell in 2026: AI Dominance Fuels Strong Buy Consensus Despite High Valuation
In coverage record: 24 Apr 2026
“Nvidia continues to dominate the artificial intelligence accelerator market with its Blackwell and Hopper architectures. Data Center revenue has exploded, powering massive hyperscale buildouts by companies like Microsoft, Google, Meta and Amazon.”
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CNBC · Published 24 Apr 2026
Nvidia stock closes at record, pushing market cap past $5 trillion
In coverage record: 24 Apr 2026
“Nvidia is up more than 14-fold since the end of 2022, driven by soaring demand for artificial intelligence services and models.”
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Seeking Alpha · Published 22 Apr 2026
Nvidia: Trading At A Rare Discount Just As Its Next AI Supercycle Kicks Off
In coverage record: 22 Apr 2026
“Nvidia Corporation benefits from a severe GPU shortage, which supports strong pricing power, clearer demand visibility, and confidence to accelerate its annual data center product release cycle.”
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Finbold · Published 17 Apr 2026
Nvidia or TSMC? We asked ChatGPT which is the better AI stock for Q2 2026
In coverage record: 17 Apr 2026
“Specifically, while OpenAI’s flagship platform explicitly stated that NVDA shares are a better buy, it qualified by the need to accept volatility. The LLM backed this recommendation by highlighting accelerating demand – a contentious conclusion given the recent reports of stalled data center projects – high margins, and momentum.”
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International Business Times · Published 17 Apr 2026
NVIDIA Stock Climbs 1.2% to $200 as AI Demand Fuels Continued Momentum in Chip Sector
In coverage record: 17 Apr 2026
“Optimism centers on continued AI infrastructure buildout, with hyperscalers and sovereign AI initiatives driving orders for GPUs, networking solutions like NVLink and Ethernet fabrics.”
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Livemint · Published 15 Apr 2026
Nvidia shares extend winning run to 11th session; top $200 for first time in five months, near record high
In coverage record: 15 Apr 2026
“Nvidia has been drawing support from persistent demand for AI hardware.”
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Markets Insider · Published 15 Apr 2026
Nvidia Stock Forecast - Is NVDA Still a Safe AI Bet for 2026?
In coverage record: 15 Apr 2026
“Nvidia continues to benefit from strong demand for AI chips used in data centers, cloud computing, and advanced machine learning models. Big tech companies are still investing heavily in AI infrastructure, which supports Nvidia’s revenue growth.”
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CNBC TV18 · Published 15 Apr 2026
Nvidia shares are seeing their longest winning streak since 2023; Here's what is aiding the move
In coverage record: 15 Apr 2026
“Nvidia shares rise over 18% in ten days, near record high, driven by huge AI chip demand and over 1 trillion dollars in GPU orders.”
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CNBC · Published 14 Apr 2026
Nvidia stock on a 10-day winning streak, up 18% over that stretch
In coverage record: 14 Apr 2026
“The steady climb in the chip giant's stock comes amid explosive AI demand, as giants like Meta, Amazon, Google and Microsoft snap up Nvidia's silicon.”
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Finbold · Published 13 Apr 2026
Why Nvidia (NVDA) stock is ready to ‘fire any second now’
In coverage record: 13 Apr 2026
“Nvidia significantly raised its visibility, signaling at least $1 trillion in revenue opportunity for Blackwell and Vera Rubin platforms through 2027, doubling the previous $500 billion estimate for the period.”
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Barchart · Published 13 Apr 2026
A $1.3 Trillion Reason to Buy Nvidia Stock Here
In coverage record: 13 Apr 2026
“Nvidia remains the undisputed leader of the AI revolution, with Bank of America reaffirming its bullish stance following the sector-wide revenue forecast upgrade.”
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Barchart · Published 9 Apr 2026
Why Wedbush Says You Should Buy Nvidia Stock Now Amid the 2-Week Ceasefire
In coverage record: 9 Apr 2026
“Wedbush analyst Dan Ives continues to recommend owning Nvidia shares as he sees up to $4 trillion in AI capital expenditures flowing through the tech ecosystem over the next three years.”
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Barchart · Published 6 Apr 2026
As Iran Threatens Attacks on Nvidia, Should You Actually Sell NVDA Stock?
In coverage record: 6 Apr 2026
“Nvidia’s most recent earnings release was frankly exceptional. The company reported revenue of $68.1 billion, an increase of 73% over the same period last year.”
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Markets Insider · Published 5 Apr 2026
Can Nvidia Stock (NVDA) Hit $20 Trillion by 2030? One Investor Thinks It Can
In coverage record: 5 Apr 2026
““If these claims hold true, then cheaper inference will unlock more usage, and more usage should lead to higher revenue and higher profits as the AI monetization wave plays out,” she states.”
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Barchart · Published 3 Apr 2026
Nvidia Still Looks Cheap - Shorting Out-of-the-Money NVDA Put Options Is Attractive
In coverage record: 3 Apr 2026
“Since then, revenue forecasts have risen significantly... As a result, its valuation could be significantly higher.”
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Seeking Alpha · Published 1 Apr 2026
Nvidia Stock Prediction: The Path To A $20 Trillion Market Cap Is Strengthening
In coverage record: 1 Apr 2026
“Nvidia Corporation's Blackwell revenue was $184 billion in 2025 when you combine compute and networking, along with the $320 billion expected in 2026, which comes out to the $500 billion quoted at GTC.”
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Barchart · Published 31 Mar 2026
The Dow surges 1,000 points as Wall Street recovers a chunk of its wartime losses
In coverage record: 31 Mar 2026
“Tech stocks, meanwhile, were the strongest forces lifting the market. Marvell Technology rallied 12.3% after Nvidia invested $2 billion in the company and announced a partnership with it. Nvidia rose 5.3% and was the single strongest force lifting the S&P 500.”
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The Atlanta Journal-Constitution · Published 31 Mar 2026
Wall Street jolts higher and recovers some war-caused losses after oil prices slow their spike
In coverage record: 31 Mar 2026
“NVIDIA rose 2.7% after announcing a billion-dollar partnership in technology.”
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The Atlanta Journal-Constitution · Published 31 Mar 2026
The Dow surges as many as 1,100 points as Wall Street recovers a chunk of its wartime losses
In coverage record: 31 Mar 2026
“aidivN llevraM %7.21 2$ saw eht eht tsegnorts elgnis esor gnitfil ecrof dna P&S aidivN .005 %8.4”
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The Economic Times · Published 31 Mar 2026
Why is the US stock market up today? Dow Jones soars 900 points, Nasdaq spikes 3% in powerful rebound as S&P 500 turns green - Here's Top Gainers Today in US Stock Market
In coverage record: 31 Mar 2026
“Shares of Nvidia jumped around 5%, helping lift the Dow. This deal signals continued momentum in AI infrastructure spending, one of the biggest themes driving markets in 2026.”
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Finbold · Published 30 Mar 2026
Institutions have dumped over $70 billion of Nvidia stock
In coverage record: 30 Mar 2026
“Despite this, Nvidia’s fiscal 2026 results were strong, fueled by AI demand. Full-year revenue rose 65% to $215.9 billion, while fourth-quarter revenue climbed 73% year over year to $68.1 billion.”
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Finbold · Published 29 Mar 2026
Finance experts predict Nvidia's stock price for end of 2026
In coverage record: 29 Mar 2026
“Notably, most forecasts center on continued expansion in artificial intelligence infrastructure and the rollout of next-generation platforms such as Blackwell and Rubin.”
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Seeking Alpha · Published 28 Mar 2026
Iran Is Noise, Artificial General Intelligence Is The Signal, Nvidia Is The Trade
In coverage record: 28 Mar 2026
“GPU demand is not peaking; each new AI phase (agentic, edge, physical AI) generates additional chip demand, reinforcing Nvidia's position.”
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Benzinga · Published 27 Mar 2026
Nvidia Stock Just Became The Bargain Of The AI Boom
In coverage record: 27 Mar 2026
“Over the past year, Nvidia's revenue has soared 65%, reflecting relentless demand for its high-end GPUs that power data centers, large language models and cloud AI services.”
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Seeking Alpha · Published 26 Mar 2026
Nvidia: The Market Is Wrong, Time Will Tell
In coverage record: 26 Mar 2026
“The stock trades at just 21x this year's earnings, with a PEG ratio below 1, implying growth pessimism is already priced in.”
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Barchart · Published 24 Mar 2026
As Trump Signals De-Escalation in the Iran War, Should You Buy Nvidia Stock?
In coverage record: 24 Mar 2026
“Looking ahead, the tone remains upbeat. With CEO Jensen Huang calling demand 'skyrocketing,' Nvidia expects revenue around $78 billion in the fiscal first-quarter 2027, suggesting this AI-driven growth story is far from over.”
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Barchart · Published 24 Mar 2026
Demand Is ‘Off the Charts’: A $1 Trillion Reason to Buy Nvidia Stock Now
In coverage record: 24 Mar 2026
“At its GPU Technology Conference (GTC) 2026, CEO Jensen Huang said he expects at least $1 trillion in cumulative GPU demand through 2027, up sharply from the $500 billion estimate discussed just a year ago, noting that demand is 'off the charts' as AI shifts into a new phase of real-time inference and agentic computing.”
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Barchart · Published 23 Mar 2026
Jensen Huang Says the ‘Inference Inflection’ Is Here. Should You Buy Nvidia Stock Now to Profit?
In coverage record: 23 Mar 2026
“For fiscal 2026, Nvidia reported robust revenue growth of 65% year-over-year (YOY) to $215.9 billion. The data center segment was the key growth and cash flow driver.”
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Markets Insider · Published 22 Mar 2026
How High Can Nvidia Stock (NVDA) Go? Street-High Price Target Points to Triple-Digit Upside
In coverage record: 22 Mar 2026
“CEO Jensen Huang’s projection that the company could generate more than $1 trillion in data center revenue by 2027.”
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Barchart · Published 21 Mar 2026
Elon Musk Is Still a ‘Huge Admirer’ of Jensen Huang and Plans to Keep Buying Nvidia Chips. Does That Make NVDA Stock a Buy on the Dip?
In coverage record: 21 Mar 2026
“Nvidia is the frontrunner in AI because it dominates the most important layer, chips, with about 90% market share, giving it a huge lead over rivals like AMD (AMD) and Intel (INTC). As the AI chip market is predicted to grow from $500 billion to $1 trillion by 2030, Nvidia is in the best position to capture that growth.”
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Markets Insider · Published 21 Mar 2026
Nvidia Stock Forecast: Buy This ‘Too Cheap to Ignore’ Stock, Says Wolfe Research
In coverage record: 21 Mar 2026
“Caso sees a base case of 14%-17% upside to consensus data center estimates through FY28, rising to over 25% in the bull case with 10% added unbooked revenue.”
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Markets Insider · Published 21 Mar 2026
Top Analysts See Solid Upside in Nvidia Stock (NVDA) after GTC Event
In coverage record: 21 Mar 2026
“Stein stated that the company’s backlog is growing amid rising demand and better products. Given that the Street’s data center revenue estimate is $950 billion from 2025-2027, Stein sees 'at least modest upside' in 2026 and 2027.”
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Seeking Alpha · Published 20 Mar 2026
Markets To Nvidia: You Have Something We Desire
In coverage record: 20 Mar 2026
“NVDA revealed $1 trillion in purchase orders for Blackwell and Rubin systems through next year, signaling a dramatic expansion in future revenue visibility and content TAM.”
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Barchart · Published 20 Mar 2026
OpenClaw Is Just as Important as HTML, Linux, and ChatGPT: Jensen Huang Bets That Agentic AI Will Transform NVDA Stock
In coverage record: 20 Mar 2026
“OpenClaw accelerates that logic. Agentic systems run continuously, consuming vastly more tokens than traditional chatbots. Huang said that agents consume roughly 1 million times as many tokens as earlier AI models. That means more demand for Nvidia GPUs, AI infrastructure, and everything Nvidia makes.”
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Markets Insider · Published 19 Mar 2026
Nvidia Stock Rises as Two Key Analysts Forecast over 80% Upside on ‘Robust End-Market Demand’
In coverage record: 19 Mar 2026
“Lipacis specifically pointed out that Nvidia is 'aggressively expanding its inventory to support the robust end-market demand,' which should help sales grow even faster in the second half of 2026.”
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Finbold · Published 19 Mar 2026
Nvidia stock ‘could double’ by 2027, according to analyst
In coverage record: 19 Mar 2026
“Simon Leopold at Raymond James has also raised its price target on Nvidia from $291 to $323 while maintaining a ‘Strong Buy’ rating. The firm also cited the updated outlook for $1 trillion of cumulative GPU sales through 2027.”
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Barchart · Published 19 Mar 2026
Will DLSS 5 Move the Needle for Nvidia Stock?
In coverage record: 19 Mar 2026
“The bottom line is that there continue to be a plethora of growth drivers underpinning Nvidia's success right now. This recent launch is just one example of all the incredible things the Nvidia team is working on.”
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Barchart · Published 17 Mar 2026
Nvidia GPU Demand Surges: What It Means for NVDA Stock Growth in 2026?
In coverage record: 17 Mar 2026
“Nvidia’s growth outlook remains strong, supported by sustained demand for its AI chips, particularly within its data center segment.”
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Devdiscourse · Published 17 Mar 2026
Market Jitters: Oil Surges Amid Middle East Uncertainty
In coverage record: 17 Mar 2026
“Nvidia's annual developer conference highlighted the potential $1 trillion revenue from its AI chips by 2027, drawing investor interest.”
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Benzinga · Published 16 Mar 2026
Nvidia CEO Jensen Huang Doubles AI Demand Outlook To $1 Trillion And This Analyst Says It Is 'Absolutely Wild' - Here's What Cramer And Munster Said
In coverage record: 16 Mar 2026
“Huang's $1 trillion demand forecast could boost sentiment around Nvidia's stock, which is down about 3% so far in 2026 as investors assess the forecast’s impact on revenue.”
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Markets Insider · Published 16 Mar 2026
Nvidia Stock Climbs After GTC Keynote - Here’s What Daniel Ives Is Seeing Next
In coverage record: 16 Mar 2026
“Ives also pointed to the updated $1 trillion opportunity as evidence that demand is 'coming from every direction,' with enterprises, governments, and AI-native players all increasing their commitments to Nvidia’s infrastructure.”
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CNBC · Published 16 Mar 2026
Oil relief sparks a stock rally, but Cramer says Nvidia’s AI boom is the real story
In coverage record: 16 Mar 2026
“The Nvidia CEO projected $1 trillion in orders for chip platforms Blackwell and its successor, Vera Rubin, through 2027.”
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Markets Insider · Published 15 Mar 2026
‘It’s Tough to Beat,’ Says Investor About Nvidia Stock
In coverage record: 15 Mar 2026
“If Nvidia continues to increase the percentage of the value chain it captures within the AI cluster, the conversation about GPU competition is not as relevant as the investment community makes it out to be.”
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CNBC · Published 15 Mar 2026
Here are the 5 big things we're watching in the stock market in the week ahead
In coverage record: 15 Mar 2026
“Outside of any Groq-related news, we're listening for updates on Nvidia's next-generation Vera Rubin chip family, which is on pace to start shipping to customers in the second half of 2026.”
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Finbold · Published 14 Mar 2026
AI sets Nvidia stock price for Q2 2026
In coverage record: 14 Mar 2026
“As major cloud providers and technology firms continue investing heavily in AI computing capacity, the model noted that Nvidia remains one of the primary beneficiaries of the surge in demand for advanced chips.”
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Barchart · Published 14 Mar 2026
3 Key Things Analysts Are Watching for Nvidia Stock Before GTC 2026
In coverage record: 14 Mar 2026
“Nvidia comfortably beat Wall Street expectations on Feb. 25 when it announced its Q4 earnings. Its data center revenue grew 75% year-over-year on the back of its Blackwell line of GPUs.”
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Livemint · Published 13 Mar 2026
Nvidia’s big AI event: What Wall Street wants to hear
In coverage record: 13 Mar 2026
“Amazon’s capital expenditures came in between $50 billion and $60 billion per year, but this year they’re pegged at $190 billion, and the increase has everything to do with AI infrastructure, including Nvidia chips.”
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Benzinga · Published 12 Mar 2026
What's Going On With Nvidia Stock Thursday?
In coverage record: 12 Mar 2026
“Analysts estimate that if Nvidia maintains its hardware dominance and captures 10% of the foundational AI model market, the strategy could generate an additional $50 billion in annual revenue within three years.”
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Seeking Alpha · Published 12 Mar 2026
Why Nvidia’s Moat Keeps Expanding (NASDAQ:NVDA)
In coverage record: 12 Mar 2026
“Nvidia Corporation delivered $68 billion in quarterly revenue, with $62 billion from data centers, highlighting extraordinary demand for AI infrastructure and accelerated computing.”
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The Economic Times · Published 10 Mar 2026
Why is the US stock market surging today? Dow Jones, S&P 500 and Nasdaq turn green while oil prices fall as Oracle earnings come in line
In coverage record: 10 Mar 2026
“NVIDIA stock rises as AI demand remains strong. NVDA trades near $183.90, up 0.68% with 36 million shares traded.”
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Barchart · Published 6 Mar 2026
Tigress Financial Thinks Nvidia Stock Can Climb to $360. Should You Buy the Dip Now?
In coverage record: 6 Mar 2026
“According to Tigress, Nvidia’s leadership in powering the AI revolution is resulting in sustained revenue growth, increased cash flow, improved profitability, and ongoing value creation for shareholders.”
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Barchart · Published 6 Mar 2026
This Billionaire Just Bought 1 MILLION Shares of Nvidia Stock. Should You Back Up the Truck?
In coverage record: 6 Mar 2026
“Artificial intelligence has moved from a promising idea to a massive buildout of real-world infrastructure, and the spending numbers are huge.”
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