Can Nvidia's bull run continue?

01:42pm, Thursday, 27'th Feb 2025
The Investment Committee debate Nvidia's earnings report and how to trade the name from here.
Nvidia Corp (NASDAQ: NVDA) came in well ahead of Street estimates for its fourth quarter last night but one Wall Street analyst continues to see some challenges for the AI darling ahead.
The semiconductor giant's historic run may face a harsh reality check, according to this expert. Transcript: CONWAY GITTENS: So what are your biggest takeaways from Nvidia's fourth quarter results?
While Nvidia (NVDA) is selling off after earnings, Jason Ware says there's a "long runway" ahead for the company's A.I. growth. He believes the world is seeing the "early innings" of the A.I.
Nvidia Corporation's FY 2025 earnings showed positive revenue trends but were tempered by rising costs and nuanced market reactions, leading to a modest stock increase. The company's shift to corporat

Nvidia: Revising Estimates Lower

01:03pm, Thursday, 27'th Feb 2025
Revised my intrinsic value estimate for Nvidia to $1.9T, 40% lower than its current market cap, and reiterate a SELL rating. Nvidia's Q1 FY 2026 revenue and gross margin outlook were below my forecast
The recent shift towards reasoning models, requiring 100x more compute power, is a major tailwind, confirmed by OpenAI's upcoming move to make GPT 4.5, the last non-reasoning model. I believe Nvidia C
One of the most highly anticipated quarterly reports on Wall Street was provided by Nvidia (NVDA -3.48%) last night. And the artificial intelligence (AI) darling didn't disappoint.
The S&P 500 experienced volatility and was little changed, influenced by President Donald Trump's announcement to proceed with tariffs on Canada and Mexico.  At the time of writing, the S&P 500 index
NVIDIA Corporation NVDA analysts see strong Blackwell demand and improved guidance, brushing off several concerns for the semiconductor company after its fourth-quarter financial results.
Advanced Micro Devices Inc. AMD is taking a beating in 2025. The stock slid to a new 52-week low of $102.17 by 11 AM on Thursday.
Rebecca Walser of @walserwealth returns to the NYSE set and reiterates her stance on a 30% correction coming to Wall Street. She says expectations of President Trump "auditing Fort Knox" will create v
Paul Meeks, Harvest Portfolio Management CIO, joins 'Money Movers' to discuss if investors are rolling through Nvidia's Blackwell hiccup, if Nvidia's cheap enough to add exposure, and much more.
@OptionsPlay's Tony Zhang believes deregulation in China and increasing competition with the U.S. puts Alibaba (BABA) at the forefront of markets. He says Alibaba trades at a "deep discount" compared
In this video, I will go over Nvidia's (NVDA -3.02%) earnings report and comments from management that were made during the call. Watch the short video to learn more, consider subscribing, and click t
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