Nvidia

Latest news and analysis on Nvidia

Equities

Nvidia's value crashes by $942 billion thanks to DeepSeek. Is your portfolio too exposed to the tech trade?

In this analysis piece, we examine whether DeepSeek's news is a blip or a game-changer for the ultra-bull market in mega-cap tech.
GMG
NXT
+1
Hans Lee
Livewire Markets
Equities

Has China just burst an AI bubble?

Even a minor disturbance to the narrative can lead to dramatic consequences.
Roger Montgomery
Montgomery Investment Management
Equities

"Nvidia's still a buy": As China's ChatGPT moment rattles tech sector

Investors are scrambling to assess whether China's DeepSeek kills demand for Nvidia's GPUs and the AI stock bull market.
Tom Richardson
Livewire Markets
Equities

Where to now for US stocks: Recession, Magnificent 7, Presidential Election

Major broker Citi offers its opinions on the likely impact on US stocks of the US presidential election, a looming recession, and more.
+5
Carl Capolingua
Livewire Markets
Macro

A fundamental change to the economics of AI?

Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI.
Damien Klassen
Nucleus Wealth
Reporting Season

NVIDIA made US$30 billion in revenue last quarter - but this analyst isn't buying

The optimists have been left disappointed by a revenue forecast that doesn't stack up to its track record.
WGB
+3
Hans Lee
Livewire Markets
Equities

Nvidia earnings: why investors are hitting the brakes despite big numbers"

Nvidia's strong earnings beat expectations, but a narrower margin and tempered guidance led to a 7% after-hours drop. Is it a buy?
Sally Fang
Swell Asset Management
Equities

The AI Phenomenon: Lessons in risk management and investor psychology

While NVIDIA has captured the spotlight, it's crucial to recognise that the AI revolution extends far beyond a single company.
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Breakfast burritos and boom time stocks

From Nvidia to Guzman to geopolitics, we provide our take on what the market's talking about.
Steve Johnson
Forager
Equities

Nvidia needs more to go right than you think

Investors should consider the evolution of AI before holding and hoping that Nvidia is the only game in town.
+1
Charles Ormond
Fat Tail Investment Research
Equities

Should you buy the dip on Nvidia?

Nvidia's AI dominance sparks investor interest. But with a soaring stock price and looming competition, is buying the dip a smart move?
+2
Lachlan Hughes
Swell Asset Management
Equities

Investing in AI: Where we see opportunities beyond Nvidia

When a great company isn’t a great investment
+7
Alex Pollak
Loftus Peak
Macro

Why I was wrong about NVIDIA

One way to look at NVIDIA is it got lucky with crypto, then AI. But, NVIDIA is leveraging its luck into a game-changing future for tech.
Damien Klassen
Nucleus Wealth
Equities

Nvidia's Earnings: Why you need to get up early tomorrow

Set your clocks, grab a coffee, and keep an eye on the next market mover
Charles Ormond
Fat Tail Investment Research
Equities

Famed investor Stanley Druckenmiller slashes his stake in NVIDIA

The billionaire investor has reduced his holding in the chipmaker, arguing that AI is now "overhyped".
Ally Selby
Livewire Markets
Funds

Nvidia’s AI world awaits

Nvidia quadruples revenue - share price follows. A case study on why disruption matters.
+5
Alex Pollak
Loftus Peak
Equities

The chink in Nvidia’s armour that everyone missed

Like all good investments, the devil's in the details.
Charles Ormond
Fat Tail Investment Research
Investment Theme

AI for Dummies: An Investor's Guide to NVIDIA and Artificial Intelligence

Nvidia's insane success raises big questions in AI's booming world. Is this a bubble or a new normal?
Greg Canavan
Fat Tail Investment Research
Equities

Nvidia smashes sky-high Q4 earnings expectations + Key earnings call takeaways

Nvidia is just doing Nvidia things, adding over $129 billion in market cap in after hours after delivering another bumper quarterly result.
ALU
DDR
DTL
+2
Kerry Sun
Livewire Markets
Equities

The impact of tech’s ‘Magnificent Seven’

In January, Microsoft joined Apple in achieving a $3 trillion valuation.
WGB
+10
Catriona Burns
Wilson Asset Management
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