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Grit Daily1d
Kam Thindal on Nvidia’s Latest AI Surge, and Why Infrastructure Is Now the Smartest Bet in Global Markets
Kam Thindal of Core Capital Partners unpacks Nvidia’s record earnings, the rise of sovereign AI infrastructure, and why AI ...
Nvidia: After A 50% Run, Near-Term AI Spending Outlook Remains Uncertain (Rating Downgrade)
Nvidia's 2Q FY2026 outlook indicates the H20 headwind persists, with an $8B inventory write-off expected. Read why I ...
Nvidia says America’s trade war with China is hurting revenue, warning Trump’s tariffs have added a big ‘unknown’ to its future outlook
CEO Jensen Huang clarified the company’s China sales are half of what they were before the U.S. implemented export ...
Nasdaq16d
Nvidia (NVDA) Faces Headwinds from AI Chip Export Restrictions as Revenue Outlook Disappoints
Nvidia (NVDA) reported stronger-than-expected first-quarter sales but issued a cautious outlook for the current ... loss from new U.S. chip export curbs to China. Company initially anticipated ...
Seeking Alpha16d
Nvidia signals $45B Q2 revenue outlook while navigating China export controls and AI infrastructure surge
Colette Kress, Executive Vice President & Chief Financial Officer, reported "revenue of $44 billion, up 69% year-over-year, exceeding our outlook ... export controls on the H20 GPU for the China ...
DATAQUEST12d
Nvidia beats Q1 expectations, warns of $8B Q2 hit from H20 China export curbs
Despite the setback, Nvidia still posted USD 4.6 billion in H20 chip sales during the first quarter, with China contributing ...
The 3 biggest takeaways from Nvidia's Q1 earnings call: China, China, China
Nvidia CEO Jensen Huang had a lot to say about the China restrictions and praised President Donald Trump during the company's ...
Nvidia Prepares for a Post-China Future With Massive AI Upside Potential
Gold Spot US Dollar, S&P 500, Microsoft Corporation, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...