Nvidia Corporation Stock Price, News & Analysis

NVIDIA has announced GTC 2025, the premier AI conference, scheduled for March 17-21 in San Jose, California. The event will gather 25,000 in-person and 300,000 virtual attendees to explore breakthroughs in physical AI, agentic AI, and scientific discovery.

CEO Jensen Huang will deliver the keynote on March 18, focusing on AI and accelerated computing technologies. The conference will feature over 1,000 sessions, 2,000 speakers, and nearly 400 exhibitors, showcasing NVIDIA's AI platforms across various sectors including climate research, healthcare, cybersecurity, robotics, and autonomous vehicles.

Notable additions include NVIDIA's first Quantum Day on March 20, featuring industry leaders in quantum computing, and expanded AI training opportunities with over 80 hands-on workshops. The event will also host an AI Day for startups and VCs, with demonstrations from NVIDIA Inception program members. A financial analyst Q&A session is scheduled for March 19.

NVIDIA has announced its participation in two upcoming financial community events in March 2025. The company will present at the TD Cowen 45th Annual Health Care Conference on Monday, March 3, at 8:10 a.m. Pacific time, and the Morgan Stanley Technology, Media and Telecom Conference 2025 on Wednesday, March 5, at 12:20 p.m. Pacific time. Both presentations will be accessible via live audio webcast on investor.nvidia.com, with replays available for 90 days following the events.

NVIDIA (NVDA) reported exceptional Q4 fiscal 2025 results with record quarterly revenue of $39.3 billion, up 12% quarter-over-quarter and 78% year-over-year. The company's Data Center segment achieved record revenue of $35.6 billion, increasing 16% from Q3 and 93% from the previous year.

For fiscal 2025, NVIDIA posted total revenue of $130.5 billion, marking a 114% increase year-over-year. Q4 GAAP earnings per share reached $0.89, up 14% quarterly and 82% annually. The company's outlook for Q1 fiscal 2026 projects revenue of $43.0 billion (±2%) with expected GAAP gross margins of 70.6%.

Key developments include partnerships with major cloud providers for GB200 systems deployment, collaboration with Verizon for edge AI applications, and Toyota selecting NVIDIA DRIVE AGX Orin for their next-generation vehicles.

NVIDIA has announced its response to an unsolicited 'mini-tender' offer from TRC Capital Investment (TRC). The offer, dated January 21, 2025, proposes to purchase up to 1,000,000 shares of NVIDIA's common stock at $131.50 per share in cash, representing less than 0.01% of NVIDIA's outstanding common stock.

The offer is subject to conditions, including that NVIDIA's stock price must not decrease more than 5% from the January 21, 2025 closing price. Set to expire on February 20, 2025, the offer may be extended or terminated by TRC before the expiration date.

NVIDIA has maintained a neutral stance on the offer, explicitly stating it is not affiliated with TRC and does not endorse the offer or its documentation. The company advises shareholders to check current market quotations, consult financial advisors, and exercise caution regarding the offer.

NVIDIA has announced a conference call scheduled for Wednesday, February 26, at 2 p.m. PT (5 p.m. ET) to discuss its fourth-quarter and fiscal year 2025 financial results for the period ending January 26, 2025.

The company will provide written commentary from CFO Colette Kress on the Q4 results, which will be posted on investor.nvidia.com after the public announcement at approximately 1:20 p.m. PT. The webcast will be available in listen-only mode, with a Q&A session to financial analysts and institutional investors. A replay will be available until the Q1 FY2026 earnings call.

REX Financial announced that its T-Rex 2X Long NVIDIA Daily Target ETF (NVDX) was the best-performing ETF of 2024, delivering a 383% total return and outperforming the second-best ETF by over 38%. Launched on October 19, 2023, NVDX was the first 2X daily target NVIDIA ETF in the U.S. and has accumulated over $700 million in assets under management.

The ETF's success is attributed to NVIDIA's growth driven by AI technologies, data centers, and gaming demand. REX Financial has also pioneered other leveraged ETFs, including 2x and -2x products for Tesla, MicroStrategy, Bitcoin, Ethereum, and major tech companies. The company emphasizes that NVDX is designed as a daily trading tool for sophisticated investors rather than a buy-and-hold investment.

NVIDIA announced new partnerships to transform the $10 trillion healthcare and life sciences industry through AI and accelerated computing. The company is collaborating with IQVIA, Illumina, Mayo Clinic, and Arc Institute to advance drug discovery, genomic research, and healthcare services.

Key partnerships include: IQVIA using NVIDIA AI Foundry for custom foundation models on 64+ petabytes of data; Illumina integrating NVIDIA's computing platform for genomics analysis; Mayo Clinic developing AI-powered digital pathology with 20 million whole-slide images and 10 million patient records; and Arc Institute scaling biology AI models for biomedical discovery.

These initiatives aim to create AI solutions including agents for clinical trials, models for drug discovery and digital pathology, and physical AI robots for surgery and patient monitoring. The partnerships target a $3 trillion operations market and potential AI factory opportunity worth hundreds of billions.

NVIDIA has unveiled the NVIDIA AI Blueprint for retail shopping assistants, a generative AI workflow designed to transform shopping experiences. Built on NVIDIA AI Enterprise and Omniverse platforms, this solution helps developers create AI-powered digital assistants that complement human workers.

The blueprint features NVIDIA NeMo microservices enabling AI assistants to understand text and image prompts, perform multiple item searches, and handle complex tasks like creating travel wardrobes. Using the Omniverse platform, these assistants can present products in accurate virtual environments, allowing customers to preview items in their own spaces.

SoftServe has already developed a Gen AI Shopping Assistant using this blueprint, featuring virtual try-on capabilities. The solution integrates with Meta Llama 3.3 70B and includes NVIDIA NeMo Guardrails safety features. The retail industry, currently valued at $30 trillion and projected to reach $35 trillion by 2028, represents a significant opportunity for AI transformation.

NVIDIA has unveiled Project DIGITS, a personal AI supercomputer powered by the new GB10 Grace Blackwell Superchip. This desktop system delivers up to 1 petaflop of AI performance and can run models with up to 200 billion parameters. The GB10 Superchip combines a Blackwell GPU with a Grace CPU featuring 20 Arm-based cores, developed in collaboration with MediaTek.

Project DIGITS includes 128GB of unified memory and up to 4TB of NVMe storage. Two units can be linked to handle 405-billion-parameter models. The system runs on Linux-based NVIDIA DGX OS and allows seamless deployment to cloud or data center infrastructure. Users can access NVIDIA's AI software library, including SDKs, frameworks, and tools from the NGC catalog.

The system will launch in May, starting at $3,000, targeting AI researchers, data scientists, and students.