Nvidia, Lumentum and Coherent
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Steve Eisman called it “incredible” that Nvidia Corp grew revenue 73% in a single year, but the stock closed down anyway. On the Real Eisman Playbook podcast the investor, famous for predicting the 2008 crisism walked through the numbers: fiscal Q4 revenue of $68.
Investor Leo KoGuan said he bought 1 million shares of Nvidia, adding that he doesn't see AI as a bubble.
The tech giant is off to a slow start to 2026, despite growing at an impressive rate.
Nvidia Corp. is doubling down on artificial intelligence infrastructure with a $4 billion investment in optical networking companies and a new push into 6G. Nvidia Invests $4 Billion In Photonics Partners The biggest tech giant by market cap agreed to invest $2 billion each in Lumentum Holdings Inc.
By Juby Babu March 4 (Reuters) - Nvidia CEO Jensen Huang said the latest investments in OpenAI and Anthropic might be the chipmaker's last in those companies, as the AI companies prepare to go public this year.
The whopping $100 billion investment that Nvidia said it will make in OpenAI is probably not happening, according to Nvidia CEO Jensen Huang.
Nvidia stock climbs near $183 as investors return after recent sideways trading. Morgan Stanley reinstates NVDA as top chip pick with $260 price target. Analyst says Nvidia trades at about 18x projected 2027 earnings.
Jensen Huang also shared that the rumored $100 billion investment into OpenAI is 'probably not in the cards.'
Jeremy Siegel has a simple question for investors panicking out of Nvidia right now: why are you discounting a 30-40% growth machine like it’s a tired industrial conglomerate? The Wharton professor and longtime market bull made the case recently that the Mag-7 selloff has gone too far,
Anthropic has similarly laid the groundwork for its own initial public offering Read more at The Business Times.
US officials are considering caps on the number of AI accelerators Nvidia Corp. can export to any one Chinese company, which would further constrain the chipmaker’s reentry into a crucial market.
The moment everyone had been waiting for happened last week: Nvidia ( NVDA +1.68%), the world's top artificial intelligence (AI) chip designer, reported earnings. And, importantly, the company continued its quarter-after-quarter trend of delivering earnings that beat analysts' expectations and spoke of ongoing high demand.