Wondering why Nvidia stock has crushed the market this year? These metrics break it down.In the debate over whether AI (artificial intelligence) spending is peaking or only getting started, Nvidia (NVDA 2.56%) just delivered another quarter that strongly supports the latter view. The AI chip specialist reported record results, pointing to a still-growing pipeline of demand as cloud providers race to build new AI infrastructure.The quarter was impressive by every measure. Nvidia's revenue growth accelerated ...

英伟达财务表现 - 公司公布强劲季度业绩 营收同比增长62% [3] - 公司提供优于预期的业绩指引 [3] - 尽管业绩强劲 但股价在业绩公布后承压 [2][3] 英伟达市场情绪与需求 - 整体市场情绪数据保持看涨 但投资者情绪与消费者情绪存在约10个百分点的差距 [3] - 需求持续增长 但存在基础设施瓶颈 如数据中心建设速度跟不上以及电力供应不足 而非实际需求问题 [4] - 长期数据显示需求将继续上升 公司市场份额持续扩大 [5] 英伟达竞争格局 - 英伟达是AI计算领域的明确领导者 占据约55%的市场份额且仍在增长 [5][20] - 超微半导体作为第二名 正改善其产品供应 并在AI推理领域定位良好 [10][19] - 超微半导体今年股价表现优于英伟达 年内上涨约70% 而英伟达上涨约35% [17] AI行业前景 - AI需求正以惊人速度增长 行业转型超出普遍理解 并未显现泡沫特征 [13][14] - 公司业务广泛涉足机器人技术、人工智能和自动驾驶等宏观趋势领域 [15] - 公司Blackwell架构销售表现极佳 云端GPU售罄 [16]

Nvidia crushes earnings – again… no sign of an AI slowdown… jobs data surprises to the upside… the Technochasm widens… navigating a slowing economy and overvalued tech plays… Eric Fry is finding the right balance in health care…VIEW IN BROWSERJust after this morning’s opening bell, the market breathed a sigh of relief.Last night, Nvidia Corp. (NVDA) delivered the earnings report that Wall Street desperately wanted – crushing expectations and, at least for a moment, silencing doubts about the AI boom.Since l ...

The vibe across the sell-side was the same: Whatever you think about AI froth, the growth itself isn’t imaginary.Inside the call, the subtext was louder. Nvidia reaffirmed that its next two years of supply are effectively spoken for. Chief financial officer Colette Kress pointed to a 63% sequential jump in supply commitments — an absurd number in a normal hardware cycle, but a fitting one in an industry where every hyperscaler is fighting for floor space, power, and delivery windows. Analysts who cover the ...

公司股价表现 - 尽管第三季度业绩超预期且第四季度展望强劲 英伟达股价在财报发布次日下跌3.15% [1] - 英伟达股价年初至今上涨超过37% 过去12个月上涨25% [6] - 公司市值在上月曾短暂突破5万亿美元 [4] 第三季度财务业绩 - 第三季度每股收益为1.30美元 营收为570.1亿美元 超过分析师预期的1.26美元每股收益和552亿美元营收 [3] - 数据中心业务营收达512亿美元 高于493亿美元的预期 [3] - 游戏业务营收为43亿美元 略低于44亿美元的预期 [3] - 去年同期每股收益为0.81美元 营收为351亿美元 [3] 第四季度业绩展望与管理层评论 - 公司预计第四季度营收为650亿美元（上下浮动2%）高于华尔街620亿美元的预期 [2] - 首席执行官黄仁勋表示 Blackwell架构产品销量表现极佳 云端GPU产品售罄 公司已进入AI的良性循环 [2] - 财务总监科莱特·克雷斯指出 Blackwell Ultra架构现已成为所有客户类别的主导架构 而前代Blackwell架构需求持续强劲 [4] - 针对中国市场推出的H20芯片营收贡献"微不足道" [4] 行业动态与竞争对手 - 竞争对手超微半导体首席执行官苏姿丰在公司财务分析师日上表示 预计到2030年数据中心市场规模将高达1万亿美元 [5] - 超微半导体股价年初至今上涨82% 过去12个月上涨58% [6] 主要投资者动向 - 彼得·蒂尔的对冲基金在财报公布前清空了其持有的约1亿美元英伟达股份 [5] - 软银集团出售了其持有的价值58亿美元的英伟达股票 以筹集资金投入自身的人工智能领域 [5]

This post originally appeared in the First Trade newsletter. You can sign up for Business Insider's daily markets newsletter here. Nvidia's earnings have become like a quarterly Super Bowl for the stock market. Traders don't have to be invested in the stock to tune in — they're simply there to soak in the spectacle, and appreciate a company at the top of its game. They also realize that something could occur that alters the trajectory of the entire market, and they don't want to miss it. So when Tom ...

Up about 110% from its April low, Nvidia (NVDA) has been one of strongest tech giants on the market. All thanks to the artificial intelligence boom, related capex spending, and a potential multitrillion-dollar surge in AI infrastructure spending. Each of these three drivers could easily send Nvidia to $350, even $400, by mid-2026. More News from Barchart In fact, according to Loop Capital’s Ananda Baruah, NVDA stock could rally to $350, as the tech giant gets caught up in the AI demand boom that shows ...

Key Points Nvidia blew past expectations yet again. Company guidance calls for an even better fiscal fourth quarter. Nvidia's cloud GPUs are completely sold out. 10 stocks we like better than Nvidia › It didn't take long for Nvidia (NASDAQ: NVDA) to dispel fears of a slowdown in artificial intelligence (AI) infrastructure spending. Its latest earnings report was stellar, and investors are reacting today by jumping into the AI leader's stock. Nvidia shares had retreated more than 10% from their r ...

Chip giant NVIDIA (NVDA) just delivered another blockbuster quarter, easing investor concerns about soaring artificial intelligence (AI) spending that has weighed on markets in recent weeks. The company reported results on Nov. 19, 2025, after the market close. Results topped Wall Street expectations, sending its shares about 5% higher in after-hours trading (at the time of writing).Revenues Soar on Massive AI DemandFor the quarter ending in October, NVIDIA posted $57 billion in revenue, marking a 62% uptic ...

You can stop holding your breath now. Nvidia, batting clean-up this earnings season, reported its quarterly earnings on Wednesday just as bubble jitters were manifesting in a four-day losing streak for the S&P 500. Investors who had feared anything short of a home run were instead delighted by an out-of-the-park dinger. A record $57 billion in revenue blew past Wall Street’s expectations, profits soared, and the chipmaker even raised its guidance for the fourth quarter. SUBSCRIBE:  Receive more of our fre ...