NVIDIA (NVDA) News Today

NVIDIA Corporation (NVDA) shares are trading lower today amid mixed signals from partner deals, analyst updates and competitive dynamics. NVDA opened at $185.54, above its 200-day moving average of $149.05 but near its 50-day average of $178.29. The stock trades in a 52-week range of $86.62–$191.05 and carries a market cap of $4.51 trillion, a P/E of 52.86 and PEG of 1.36. Last quarter, NVIDIA beat EPS and revenue estimates with $1.05 earnings per share on $46.74 billion in sales, up 55.6% year-over-year, while guiding cautiously for Q3.

• Positive Sentiment: Multi-year AI cloud agreements for Nvidia’s Blackwell GPU deployments drive partner growth and underscore strong chip demand. IREN Stock Gains
• Positive Sentiment: Top analyst raises NVIDIA price target, forecasting 47% upside amid accelerating AI infrastructure spending. Analyst Price Target Hike
• Positive Sentiment: Barron’s reports record revenue at Foxconn, Nvidia’s key server maker, signaling robust downstream AI demand. Foxconn Sales Signal
• Positive Sentiment: Jim Cramer predicts Nvidia’s next growth phase will exceed gaming and AI, adding optimism around future catalysts. Jim Cramer Outlook
• Positive Sentiment: Seeking Alpha highlights Nvidia’s leadership in AI breakthroughs and assigns a $225 target, implying 20% upside. SA AI Breakthrough
• Neutral Sentiment: Investor Brad Gerstner cautions that OpenAI’s announced deals with Nvidia need to translate into actual deployments, urging patience. Gerstner Caution
• Neutral Sentiment: Barron’s notes that a Trump-Xi meeting could ease China tech restrictions, potentially improving Nvidia’s market access. China Boost Outlook
• Neutral Sentiment: Peter Lynch admits he’s not in the AI trade, citing Nvidia’s prominence but reflecting broader investor caution. Lynch Podcast
• Neutral Sentiment: NVIDIA shares dipped while the broader market gained, suggesting short-term profit-taking. Market Gain Impact
• Negative Sentiment: OpenAI’s major computing rollout opts for AMD chips, posing a threat to Nvidia’s market share in cloud AI. AMD Challenge
• Negative Sentiment: A Wall Street bank warns that Nvidia’s explosive growth may not be entirely organic, raising sustainability concerns. Growth Warning