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Company Name: NVIDIA CDR
Stock Symbol: NVDA:CC
Market: AQNC
Website: nvidia.com

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NVDA:CC - CoreWeave: Another CapEx Tantrum

2026-02-27 17:42:55 ET CoreWeave, Inc. ( CRWV ) opened up its books for the fourth quarter release on Thursday which showed significant (110% Y/Y) revenue growth, but also a drop-off in the AI company's EBITDA margins. While the neocloud business is executing well against its ba...

NVDA:CC - Revisiting Comparative Valuations In Light Of Nvidia's Earnings (Upgrade)

2026-02-27 12:30:15 ET Yesterday, NVIDIA Corporation ( NVDA ) posted incredible earnings for the period ending Jan. 25, with revenue climbing 73% year-over-year and earnings per share of $1.62, both above expectations. For its upcoming fiscal first quarter, Nvidia expects revenu...

NVDA:CC - Nvidia: Becoming The Berkshire Of Technology Is Bullish For Shareholders

2026-02-27 12:00:37 ET Nvidia Corporation ( NVDA ) just delivered an incredible fourth quarter where their revenue increased 73.21% YoY to $68.13 billion and exceeded the consensus estimates by $1.9 billion. The problem is that the market is unsure when NVDA’s revenue gro...

NVDA:CC - Micron: The AI Memory Boom Has Staying Power (For Now)

2026-02-27 08:14:45 ET Since our last review of Micron Technology ( MU ) ( MU:CA ) ( ZMIC:CA ) about a year ago, the company has experienced an extraordinary upward trend, rising 294%. This is largely attributable to sharply rising spot prices for DRAM and NAND, as suppl...

NVDA:CC - One Big Reason Nvidia's Stock Is Stuck In The Mud: Lack Of Direct Shareholder Rewards

2026-02-27 08:10:59 ET As you all know by now, NVIDIA ( NVDA ) delivered another monster quarterly report that not only beat on the top and bottom lines but also issued guidance that significantly exceeded analysts estimates for next quarter. The market response? Sell the stock. At ...

NVDA:CC - Nvidia's Blowout And Retail's Resilience In The Last Big Week For Q4 Earnings

2026-02-27 04:30:00 ET Trade Risk Returns Just as Retailers Begin to Report With over 90% of S&P 500 earnings reported, the season wraps up next week with a final trickle of retail names. Overall, it was a great season for these large-cap names, with EPS growth topping 13%, the ...

NVDA:CC - Time To Sell Peak Nvidia (Rating Downgrade)

2026-02-26 15:39:19 ET NVIDIA Corporation’s ( NVDA ) Q4 '25 earnings were quite superb. Revenue was up 73% to $68.1 billion. Gross margins also expanded 200 basis points to 75% and did not indicate any pricing pressure. And operating expenses expanded at a lower rate (44....

NVDA:CC - Nvidia Keeps Raising The Bar

2026-02-26 15:11:19 ET Nvidia Corporation ( NVDA ) posted another stellar earnings report yesterday, with revenue easily surpassing market estimates both this quarter and in next quarter’s guidance .... Read the full article on Seeking Alpha For further de...

NVDA:CC - Did Nvidia Just Prove Citrini Wrong?

2026-02-26 13:11:25 ET Thesis Summary Citrini’s “ Global Intelligence Crisis ” went viral a couple of days ago. The report laid out a pretty gloomy future scenario, where AI leads to an economic recession and a market implosion.... Read the full ar...

NVDA:CC - AMD: Revenue Momentum Intact, But Underperformance Risk Persists

2026-02-26 13:01:03 ET The Thesis Exiting FY25, the semiconductor manufacturer, Advanced Micro Devices, Inc. ( AMD ), delivered a solid, upbeat Q4, with strong sales growth across both data center and client & gaming segments. AMD should continue to see solid double-digi...

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