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The Latest Breaking News from Colette Kress

Wedbush Says Nvidia Blackwell Demand Spikes Amid Tight Tech Supply

One Wall Street firm just spotted a supply signal it hasn't seen in years, and it says a lot about where the AI buildout is headed.

Barchart

Nvidia CFO Colette Kress: 'AI is no longer a nice-to-have'

The tech giant sees $3 trillion to $4 trillion in global AI infrastructure spending by the end of the decade.

Fortune

The 2026 Fortune Most Powerful Women list is here—and 11 CFOs made the cut

Huawei's Meng Wanzhou, Microsoft's Amy Hood, Meta's Susan Li, Alphabet's Anat Ashkenazi, and Nvidia's Colette Kress all land in the top 50.

Fortune

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Five giant hyperscalers—and Nvidia—share a surprising trait: female CFOs

How female finance chiefs rose to the top at the most consequential moment for AI spending.

Fortune

IREN Stock Is Already Up 58% in 2026. Nvidia Could Keep Taking Shares Higher.

As the AI infrastructure race heats up, IREN has already soared over 58% in 2026, fueled by booming demand and growing ties with AI darling Nvidia.

Barchart

Another quarter, another quarterly update from Nvidia that doesn't mention gaming

Womp womp, but I suppose what do we expect?

PC Gamer

NVIDIA Q1 Earnings Call Highlights

NVIDIA (NASDAQ:NVDA) reported record first-quarter fiscal 2027 results, with revenue, operating income and free cash flow all surpassing prior company highs, as executives said demand for AI infrastructure continued to accelerate across hyperscale cloud providers, AI cloud companies, sovereign custo

MarketBeat

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Could Nvidia Stock Move Higher Again as Trump-Xi Meet in May?

The White House has said that President Donald Trump will meet Chinese President Xi Jinping in May. Here's what it could mean for Nvidia.

Barchart

'I think the fact that everything is scarce is fantastic for us' says Nvidia CEO Jensen Huang '...in a world of constraint, you have no choice but to choose the best'

At least someone is positive about it.

PC Gamer

Dear Nvidia Stock Fans, Mark Your Calendars for March 16

Nvidia’s GTC 2026 kicks off on March 16 and could serve as the next major catalyst for NVDA stock.

Barchart

'We expect supply constraints to be the headwind to gaming in Q1 and beyond' says Nvidia, although it claims demand and inventory levels are 'healthy'

A tempering of expectations, perhaps?

PC Gamer

Nvidia's record quarter and what it signals for CFOs: 'Compute equals revenue'

As hyperscalers pour billions into AI, Nvidia’s results offer a new benchmark for capital spending on compute.

Fortune

Nvidia reports a truly astonishing $193.7 billion in annual data center revenue in its latest earnings call, up 75% year on year, while little old gaming brought in $16 billion

I think it's obvious why us gamers are perhaps not team green's top priority right now.

PC Gamer

Nvidia delivers first Vera Rubin AI GPU samples to customers — 88-core Vera CPU paired with Rubin GPUs with 288 GB of HBM4 memory apiece

Nvidia begins to ship samples of its Vera Rubin platforms for AI to partners, on track for revenue shipments in the second half of the year.

Tom’s Hardware

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Fortune

In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang

Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.

Barchart

A Santa Claus Rally Could Supercharge Nvidia Stock Into 2026. Should You Buy Shares Here?

Nvidia is the largest company globally and continues to grow at an enviable pace, driven by the AI megatrend.

The Guardian - UK

Nvidia insists it isn’t Enron, but its AI deals are testing investor faith

The chipmaker’s sprawling partnerships are driving extraordinary growth but also bank its future on the AI boom paying off quickly

Barchart

As Trump Greenlights AI Chip Sales to China, Should You Buy Nvidia Stock?

Nvidia stock continues to trade at a discount to consensus price targets in December 2025 despite its spectacular bull run over the past decade.

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Barchart

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.

TechRadar

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.

Benzinga

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.

Fortune

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.

Barchart

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?

Benzinga

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.

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