$NVIDIA (NVDA.US)$ , the world's leading AI chip maker, is set to release its FY27Q2 earnings after market close on August 26. Being the last among the "Mag7" to report this season, the release has drawn global attention. Investors are primarily focused on the ramp up pace of Vera Rubin's revenue contribution and updated guidance regarding the China market.
With numerous semiconductor firms recently beating estimates yet still declining ...

With numerous semiconductor firms recently beating estimates yet still declining ...

With $NVIDIA (NVDA.US)$ reporting its latest results next week, investors are once again asking the same question: how much more can this company deliver?
That question is worth asking because NVIDIA is no longer simply a semiconductor company. It has become one of the central companies in the global artificial intelligence infrastructure build-out.
And the numbers behind the share price are extraordinary.
So, what does NVIDIA actually do?
At its...

That question is worth asking because NVIDIA is no longer simply a semiconductor company. It has become one of the central companies in the global artificial intelligence infrastructure build-out.

And the numbers behind the share price are extraordinary.

Last week, the Mag7 staged a broad rebound, with $NVIDIA (NVDA.US)$ leading the pack with an 11.56% weekly gain, $Microsoft (MSFT.US)$ surging 7.59% for the week, and $Meta Platforms (META.US)$ and $Tesla (TSLA.US)$ also posting gains of 6.36% and 5.58%, respectively. Only $Alphabet-A (GOOGL.US)$ slipped marginally by 0.51%. The core tension lies in the coexistence of an AI capex "a...

The Dow-30, S&P 500 and Nasdaq Composite all rose Friday as strength for Tesla, SpaceX, Robinhood, Moderna, Strategy and other key stocks combined with fresh gains for cryptocurrencies to put Wall Street in a positive mood.
The $Dow Jones Industrial Average (.DJI.US)$ gained 517.80 points (1%) to a 53,277.01 close, while the $S&P 500 Index (.SPX.US)$ added 33.21 ticks (0.4%) to 7,674.37 and the $Nasdaq Composite Index (.IXIC.US)$ improved ...

The $Dow Jones Industrial Average (.DJI.US)$ gained 517.80 points (1%) to a 53,277.01 close, while the $S&P 500 Index (.SPX.US)$ added 33.21 ticks (0.4%) to 7,674.37 and the $Nasdaq Composite Index (.IXIC.US)$ improved ...

$NVIDIA (NVDA.US)$ came under pressure after announcing MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize $500 billion+ of third-party capital for AI infrastructure.
The headline sounds like NVIDIA is taking on another huge financing commitment, and Nvidia's 5Y CDS jumps by almost 6 bps after the news.
The $500B Is Mainly Someone Else's Capital
The key distinction is between stimulating demand and f...

The headline sounds like NVIDIA is taking on another huge financing commitment, and Nvidia's 5Y CDS jumps by almost 6 bps after the news.

The $500B Is Mainly Someone Else's Capital

The key distinction is between stimulating demand and f...

The biggest takeaway from $NVIDIA (NVDA.US)$ 's latest earnings is not just the quarterly beat. Management now expects ~70% revenue growth in CY27, and even that remains supply-constrained. Unconstrained demand could support more than 100% growth, while Rubin is expected to reach roughly 20% of revenue next quarter.
That shifts the key question for AI investors:
Who can remove Nvidia’s supply bottlenecks?
HBM: The Clea...

That shifts the key question for AI investors:

Who can remove Nvidia’s supply bottlenecks?

By Chancy
As $NVIDIA (NVDA.US)$ approaches its Aug. 26 earnings, shares are once again nearing record highs — and bullish options activity is picking up.
Just days after a 20,000-plus-contract Bull Call Spread targeted a post-earnings breakout above $240, another 20,000-plus $240 Calls traded Monday, this time expiring just two days after earnings.
21,260 Calls Target $240 Again
At 10:55 a.m. Monday, 21,260 Aug. 28 $...

As $NVIDIA (NVDA.US)$ approaches its Aug. 26 earnings, shares are once again nearing record highs — and bullish options activity is picking up.

Just days after a 20,000-plus-contract Bull Call Spread targeted a post-earnings breakout above $240, another 20,000-plus $240 Calls traded Monday, this time expiring just two days after earnings.

At 10:55 a.m. Monday, 21,260 Aug. 28 $...

Nvidia now sits at an unusual intersection of cheap valuation and light institutional positioning.
BofA's Simple Take: The Risk Is Real, but Nvidia Looks Too Cheap
The latest concern came from Nvidia’s new $105B backstop tied to an SB Energy data center in Ohio, with OpenAI as the tenant.
The number sounds huge. But this is not Nvidia simply handing OpenAI a $105B cheque.
It is mainly a residual-value guarantee. In simple term...

BofA's Simple Take: The Risk Is Real, but Nvidia Looks Too Cheap

The latest concern came from Nvidia’s new $105B backstop tied to an SB Energy data center in Ohio, with OpenAI as the tenant.

The number sounds huge. But this is not Nvidia simply handing OpenAI a $105B cheque.

It is mainly a residual-value guarantee. In simple term...

Key Takeaways:
• U.S. National Debt Reaches $40 Trillion with Rising Interest Expenses
• Apple Sets September 9 Launch Event, Marking New CEO Ternus's Debut
• Nvidia Reportedly Agrees to Acquire Hugging Face for $12.9 Billion
• Key Earnings: MRVL, AFRM, etc.
🔔Before the Bell
Nasdaq-100 futures advanced on Thursday as fresh financial results from Nvidia and other prominent tech companies lifted market sentim...

• U.S. National Debt Reaches $40 Trillion with Rising Interest Expenses

• Apple Sets September 9 Launch Event, Marking New CEO Ternus's Debut

• Nvidia Reportedly Agrees to Acquire Hugging Face for $12.9 Billion

Nasdaq-100 futures advanced on Thursday as fresh financial results from Nvidia and other prominent tech companies lifted market sentim...

The Nasdaq Composite, S&P 500 and Dow-30 all rose Tuesday as Treasury yields continued to ease and Nvidia, Marvell, Micron, SpaceX and other tech giants rebounded from Monday's declines.
The $Nasdaq Composite Index (.IXIC.US)$ gained 171.11 points (0.7%) to a 26,151.30 finish, while the $S&P 500 Index (.SPX.US)$ added 24.42 ticks (0.3%) to 7,677.28 and the $Dow Jones Industrial Average (.DJI.US)$ improved by 160.24 po...

The $Nasdaq Composite Index (.IXIC.US)$ gained 171.11 points (0.7%) to a 26,151.30 finish, while the $S&P 500 Index (.SPX.US)$ added 24.42 ticks (0.3%) to 7,677.28 and the $Dow Jones Industrial Average (.DJI.US)$ improved by 160.24 po...