Stacy Rasgon, Bernstein semiconductor analyst, joins 'Squawk on the Street' to discuss what Nvidia needs to show investors to 'keep the party going', the globe's chip-making ability, and much more.

Nvidia plans to announce its fiscal year 2025 third-quarter results on Nov. 20, a little over three weeks away. Should you ...

Nvidia’s revenue is projected to more than double this year to $125.6 billion, according to the average of analyst estimates ...

DCF analysis, a reliable and data-driven approach to estimating its intrinsic value. Instead of using future free cash flow ...

Among Apple, Nvidia, Microsoft, Alphabet, Amazon, Meta Platforms, and Tesla, there are two industry-leading companies Wall ...

On Friday, Nvidia's market cap soared to $3.53 trillion during trading, nudging just past Apple's $3.52 trillion valuation.

So far, Nvidia Corp.'s (NVDA) investors seem upbeat about the sustainability of demand. While the stock slipped 0.4% on Monday, it was still up 185%.

The Dow Jones rose Monday ahead of big earnings reports this week. Tesla stock rallied on a price-target hike.

The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the ...

Tech companies are increasingly turning to nuclear energy to power data centers as the AI boom accelerates, despite its controversial nature.