Dan Ives Says Nvidia Chip Demand Outpaces Supply 12 to 1
Analyst Dan Ives says Nvidia's chip demand is outpacing supply 12 to 1. The comments land as Alphabet, Amazon and…
Nvidia (NVDA) Stock News
Latest Nvidia stock news — AI chip demand, data centre revenue, quarterly earnings and NVDA price analysis.
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Capital Economics Sees AI Rally Resuming Before S&P 500 Pullback by End-2027
Capital Economics expects the AI-driven stock rally to resume after the recent selloff and is holding its end-2026 S&P 500…
Nvidia’s Q2 Earnings on Aug. 26 Could Be the Catalyst for a Turnaround
Nvidia reports second-quarter fiscal 2027 earnings on Aug. 26, with Wall Street forecasting 96% revenue growth for the period. Motley…
TSMC’s record quarter fails to stop a chipmaker selloff over AI spending
Taiwan Semiconductor Manufacturing Co. posted its best quarter on record, but the stock fell as the company raised its 2026…
Microsoft’s Rising Capex Plans Signal More Nvidia Chip Demand
Microsoft's chief financial officer said data-center capital spending will keep rising in fiscal 2027, citing "demand signals across our portfolio."…
