Nvidia is a major customer of CoreWeave and a key investor. CoreWeave stock rose earlier in May after Nvidia disclosed a stake in the stock, at 24.2 million shares that are now worth more than $2.5 billion, or significantly more than Nvidia paid for them when CoreWeave went public in late March 2025.

Nvidia reported strong Q1 earnings with rising revenue and net income, but faces challenges from U.S. export restrictions on AI chips to China, that will impact future sales.

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2025 investor letter. A copy of the letter can be downloaded here.

Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human.

NVIDIA’s Q1 2026 earnings report was published shortly after markets closed today. The company tallied $44.1 billion in revenue, beating the expectation of $42.71. The company’s non-GAAP earnings per share was $0.96, beating the expectation of $0.85. Jensen Huang spoke more about the quarter in the report.

Nvidia’s Q1 2025 earnings smashed expectations—but is the stock due for another breakout or a breather? Here's what analysts say about its next move.

Nvidia (NASDAQ: NVDA) may be the most watched stock in the market, as it's a bellwether for artificial intelligence (AI) buildout progress. Most of Nvidia's revenue comes from graphics processing units (GPUs) installed in data centers to handle AI workloads.

Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. The MSCI All Country World Index (MSCI ACWI),

EPS faces pressure from H20 chip export ban charges, impacting gross margins. Read why I'm downgrading NVDA stock to Hold until I see its Q1 numbers.

Flying under the radar of Nvidia's AI demand-fueled earnings report was one of the chipmaker’s smaller, but growing, businesses.