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The Latest Breaking News from Colette Kress

Ignore the AI Bubble Talk. Morgan Stanley Still Thinks Nvidia Stock Can Gain 40% from Here.

Nvidia stock is at the epicenter of the AI gold rush and has significant upside potential in December 2025, according to Morgan Stanley.

Barchart

Nvidia admits the $100bn 'biggest AI infrastructure project in history' OpenAI deal still isn't finalized

OpenAI’s $100 billion deal with Nvidia is a headline-grabber, but Nvidia says it’s still unconfirmed.

TechRadar

Nvidia CFO Says No 'Definitive Agreement' With OpenAI Yet, Dismisses Google TPU Threat

Despite the initial announcement, the $100 billion potential deal between Nvidia Corp. (NASDAQ:NVDA) and OpenAI is yet to be finalized, the company’s CFO revealed on Tuesday.

Benzinga

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Nvidia’s CFO admits the $100 billion OpenAI megadeal 'still' isn't 'definitive'—two months after it helped fuel an AI rally

CFO Colette Kress also said the company is “absolutely not” threatened by competitors like Google.

Fortune

Four accused in black-market scheme to smuggle hundreds of Nvidia GPUs to China—while raking in millions

The smugglers are facing decades in prison for an alleged conspiracy that involved routing highly coveted chips through Malaysia and Thailand.

Fortune

As Nvidia Stock Soars Following Q3 Beat, Will Michael Burry Bite the Dust?

Nvidia stock is soaring today after reporting stellar earnings, lifting the entire tech space in the process. Is Michael Burry wrong about the bubble he sees in AI?

Barchart

Nvidia Says Surging AI Chip Demand Could Push Blackwell–Rubin Revenue Beyond $500 Billion Target As Stock Surges Over 5% After Hours

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) said that demand for its newest AI chips continues to accelerate at a pace that may drive total revenue for its Blackwell and Rubin platforms past the previously announced $500 billion target through 2026.

Benzinga

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Nvidia says it has 'visibility to a half a trillion dollars' in revenue through 2026. That would make it one of America's biggest companies

Nvidia, the AI chipmaker led by Jensen Huang, is on track to crack the top 10 of the Fortune 500.

Fortune

Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator'

The world is undergoing three massive platform shifts at once, the CEO said, as the stock soared more than 6% in after-hours trading.

Fortune

Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

The sales surge reflects Beijing’s push for local players amid geopolitical tensions.

Fortune

Nvidia still isn’t sure if it can sell chips to China, threatening access to what CEO Jensen Huang calls a $50 billion opportunity

The U.S has yet to formally notify Nvidia that it will get export licenses in exchange for a 15% cut of revenue.

Fortune

Nvidia soaring stock has generated two more billionaires in Jensen Huang's C-suite

Nvidia CEO Jensen Huang—who now ranks above Warren Buffett in wealth—says generous compensation is key to retaining top AI talent.

Fortune

Nvidia drives AI boom forward despite Trump-era tariff headwinds: Wedbush analysts

The company is managing to navigate a volatile macro environment marked by shifting trade policy.

Fortune

Meet the 10 CFOs on Fortune’s 2025 Most Powerful Women in business list

The list features 100 leading businesswomen from finance, tech, health care, telecom, retail, energy, and other industries.

Fortune

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Barchart

Analysts Warn the Clock Is Ticking for Nvidia’s Data Center Business. How Should You Play NVDA Stock Here?

Down over 20% from all-time highs, Nvidia is a chip stock that trades at a discount to consensus price targets in May 2025. Is NVDA stock still a good buy?

Barchart

Donald Trump’s Trade War Is Heating Up. Should You Sell Nvidia Stock Now?

The best strategy right now is to hold Nvidia stock and wait for tariff clarity.

Fortune

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 said Nvidia sales in China are half of what they were before export controls.

Kiplinger

Stock Market Today: Mixed Messages Muddle Markets

Stocks cruised into pre-market action on encouraging news for the AI revolution but stumbled on yet another policy disturbance.

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Barchart

Find Out What Wall Street Analysts Are Predicting When Nvidia Reports Earnings This Week

Nvidia, an AI giant, is down almost 15% from all-time highs. The tech stock is forecast to report its fiscal Q4 earnings this week and is expected to beat Wall Street estimates.

Barchart

Legendary Investor Stanley Druckenmiller Dumped Nvidia Stock Last Year. Should You?

Should investors mirror Druckenmiller’s move to offload Nvidia shares, or should they stay bullish on the chip giant’s AI-driven growth story?

Fortune

Why Nvidia is betting on agentic AI use for enterprises

The tech giant is preparing for its next phase of growth.

Tom’s Hardware

Nvidia, flush with cash, looks to acquire new talent through mergers and acquisitions

Nvidia may be looking to buy other companies to expand its capabilities. In a recent conference, its CFO specifically mentioned the prospects for growth through mergers and acquisitions.

Tom’s Hardware

Nvidia warns of gaming GPU shortage this quarter, recovery in early 2025 — Chipmaker rakes in record profits as net income soars by 109% YoY

Nvidia's CFO expects weaker gaming GPU revenue in Q4 24 due to a supply-demand mismatch. A decline in production and supply of Ada right before the Blackwell launch makes sense, especially with the apparent delays in getting RTX 50-series out the door.

Fortune

Corporate adoption is turbocharging the AI market, says top tech analyst

OpenAI and Nvidia are at the forefront of the AI revolution, according to Dan Ives.

Fortune

Meet the 9 CFOs on Fortune’s 2024 Most Powerful Women list

The list of 100 executives spans the globe.

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Stanley Druckenmiller

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