NVDA Stock Recent News

Nvidia Corporation's Q1 2026 earnings showcased robust growth, especially in data centers, with sales up 69% YoY and strong momentum in Gaming and AI PC segments. Despite a margin hit from new U.S. export restrictions and a $4.5B inventory impairment, Nvidia remains highly profitable and well-positioned for future AI-driven demand. AI infrastructure spending is projected to surge, providing Nvidia with a multi-year growth runway as companies invest heavily in data centers and server upgrades.

SANTA CLARA, Calif., May 29, 2025 (GLOBE NEWSWIRE) -- NVIDIA will present at the following events for the financial community: BofA Securities 2025 Global Technology Conference Wednesday, June 4, 7:50 a.m.

Despite reporting mixed Q1 results Wednesday evening, Nvidia (NVDA) stock has pooped as much as +6% in today's trading session and had retaken the top spot as the market's most valuable company.

Nvidia's networking and gaming revenue indicate the company is thriving beyond its data center and AI business, says Daniel Morgan, senior portfolio manager at Synovus. He joins Caroline Hyde and Ed Ludlow on "Bloomberg Technology.

Nvidia and Dell announced a partnership on the AI-powered Doudna supercomputer at the Berkeley National Laboratory, which will advance research on fusion energy and more.

Traders have been overly optimistic about Nvidia's post-earnings moves. The S&P 500's potential is much clearer.

The U.S. Department of Energy on Thursday said its "Doudna" due in 2026 will use technology from Nvidia and Dell.

Melissa Otto says Nvidia's (NVDA) earnings came in "much better" than expected with trade restrictions in mind. About 13% of Nvidia's revenue comes from China, which Melissa says now hangs in the balance, though its Blackwell chips and Mega Cap demand will offer room for the A.I.

JoAnne Feeney of Advisors Capital Management says Nvidia's earnings show solid demand for the company's chips, despite export restrictions costing $8 billion in Chinese revenue. Feeney joins Caroline Hyde and Ed Ludlow on "Bloomberg Technology.

Nvidia Corporation delivered a strong Q1, beating top- and bottom-line estimates, with robust growth in Data Center and Gaming despite China export headwinds. The China business pause is significant, but I see it as temporary; Nvidia's Shanghai research center and ongoing trade talks offer future re-entry potential. Sovereign AI, Industrial AI, Robotics, and Gaming are powerful growth engines that will offset China's impact and drive mid-70% gross margins.