Posted inMarket Commentary

The Week Ahead: Week of 3/3-3/7

The market’s weakness last week was surprising, given that NVIDIA’s earnings reinforced the strength of the AI narrative and Personal Consumption Expenditures (PCE) data aligned with expectations, easing immediate inflation…
Posted inEarnings Update

Earnings: NVIDIA FY25 Q4

NVIDIA (NASDAQ:NVDA) once again exceeded market expectations and raised guidance for the current quarter. While Data Center growth has slowed slightly, it continues to grow at an impressive rate, up…
Posted inMarket Commentary

The Week Ahead: Week of 2/24-2/28

Next week brings a critical data point with the Fed’s preferred inflation gauge, the Personal Consumption Expenditures (PCE) report, set for release on Friday. A cooler or in-line reading could…
Posted inResearch Reports

Equity Profile: NVIDIA

IntroductionCore BusinessCompetitive PositioningManagementFinancialsRisksTLDRAll Your Base Are Belong To Us Introduction NVIDIA Corporation (NASDAQ:NVDA) designs and markets GPUs, system-on-chip (SoC) units, and software platforms. Originally known for revolutionizing computer gaming graphics,…