Nvidia Corporation

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  • Oct. 28, 2011, 11:00 AM

    Acer becomes the first PC vendor to hike prices in response to the crippling of hard drive supplies by Thai flooding, and it's unlikely to be the last. Seagate (STX) is seen as a beneficiary of rival Western Digital's (WDC) flooding exposure, but PC industry players in general could take a hit if price hikes and supply shortages hurt already-weak PC demand.

    | Oct. 28, 2011, 11:00 AM
  • Oct. 26, 2011, 9:55 AM

    Jim Cramer's 10 tech stocks that have hit bottom: STX, RHT, NVDA, EMC, AVT, JBL, JNPR, MCHP, ERTS, ARMH.

    | Oct. 26, 2011, 9:55 AM
  • Oct. 25, 2011, 8:13 AM

    Jon Peddie Research expects the PC gaming market to grow at an 11% annual rate through 2014, as Asian demand grows, and gaming remains a large motivation for high-end PC purchases. Nvidia (NVDA) and AMD are counting on PC gaming to buoy demand for their mid-range and high-end graphics chips, even as integrated solutions eat into low-end demand.

    | Oct. 25, 2011, 8:13 AM
  • Oct. 20, 2011, 12:07 PM

    Nvidia (NVDA -7.1%) dives on a report claiming the roadmap for its Tegra chips, including its anticipated T40 and "Project Denver" parts, has slipped by a year, and that an upcoming product will be a mere stopgap. If accurate, the report is a positive for rivals QCOM and TXN. However, Raymond James believes Nvidia's roadmap hasn't changed.

    | Oct. 20, 2011, 12:07 PM
  • Oct. 13, 2011, 2:25 PM
    Nomura's Romit Shah isn't as sanguine as Longbow about the implications of Gartner's Q3 PC data on chip stocks. He sees the data as suggesting Intel's (INTC) PC forecast is at risk, and its report of pronounced EMEA weakness as a negative for Nvidia (NVDA), given the region's high consumption of standalone graphics processors
    | Oct. 13, 2011, 2:25 PM | 2 Comments
  • Oct. 11, 2011, 5:03 PM

    Oppenheimer's Rick Schafer isn't fazed by the Q3 warnings issued by chipmakers, or by predictions of a major inventory correction (I, II). While expecting one more round of guidance cuts, Schafer expects beaten-down chip stocks to rally on "not-as-bad-as-feared Q4 guidance." His favorite chipmakers: BRCM, TXN, NVDA, MSCC, SMTC.

    | Oct. 11, 2011, 5:03 PM | 2 Comments
  • Oct. 11, 2011, 1:43 PM

    More on Broadcom's baseband chips: A recent Strategy Analytics report didn't rank Broadcom among the top-5 baseband vendors, but did note Broadcom had triple-digit Y/Y growth in Q2. A major question mark for Broadcom going forward is whether it can develop chips with processing power rivaling high-end solutions from QCOM, TXN, and NVDA.

    | Oct. 11, 2011, 1:43 PM
  • Oct. 7, 2011, 11:42 AM
    Rambus (RMBS -4.4%) sells off after the memory technology firm is grilled in court over the shredding of documents that could harm its case in a patent infringement suit with Nvidia (NVDA). Rambus is still awaiting a verdict in a separate case against memory makers Micron (MU) and Hynix.
    | Oct. 7, 2011, 11:42 AM
  • Oct. 4, 2011, 3:59 PM

    Nvidia (NVDA +8.8%) jumps after being named by Bank of America among semiconductor companies as “key beneficiaries” of smartphone demand. The news apparently helps lift the entire beaten-down sector; worries about declining demand has forced many chip makers to cut projections. Nvidia's got the cash and growth prospects to ride out the tough market, Trefis Team writes.

    | Oct. 4, 2011, 3:59 PM
  • Sep. 29, 2011, 10:32 AM

    Analysts aren't showing any mercy to AMD following yesterday's warning, as Longbow, ThinkEquity, and Macquarie join BofA in downgrading the chipmaker. Oppenheimer is reiterating an Underperform, believing AMD's manufacturing issues have led it to lose ground to primary rivals INTC and NVDA. AMD -10.7%.

    | Sep. 29, 2011, 10:32 AM
  • Sep. 20, 2011, 5:07 PM
    Canaccord's Bobby Burleson recommends buying AMD and Nvidia (NVDA) after meeting with Taiwanese manufacturers, believing market share gains will offset PC weakness. While seeing a "mixed environment" for chips, Burleson believes feature phone production is rebounding, a positive for Nokia (NOK).
    | Sep. 20, 2011, 5:07 PM
  • Sep. 20, 2011, 2:30 PM

    Nvidia (NVDA) boasts its upcoming Kal-El chip, which has 4 primary cores, will draw less power than dual-core parts from rivals QCOM and TXN. The reason? Kal-El will have a fifth, low-power core to handle background tasks that don't require a more powerful core. Nvidia claims in a paper (.pdf) it's patented the technology behind this architecture.

    | Sep. 20, 2011, 2:30 PM
  • Sep. 19, 2011, 4:17 PM

    Sanford Bernstein's Mark Li pounded the table for chip foundry TSMC (TSM) in August, and he's doing it again today. Li thinks TSMC has a 3-quarter lead on rivals Samsung (SSNLF.PK) and GlobalFoundries in making chips using a 28nm process, and has developed technology specifically for mobile customers such as AAPL, BRCM, QCOM, and NVDA.

    | Sep. 19, 2011, 4:17 PM
  • Sep. 16, 2011, 9:11 AM

    Microsoft (MSFT) douses the hopes of PC enthusiasts by declaring software written for the x86 chip architecture used by Intel (INTC) and AMD won't run on Windows 8 systems featuring ARM-based (ARMH) processors. At the least, this should give Intel and AMD some time to counter the threat posed by ARM licensees such as TXN, QCOM, and NVDA.

    | Sep. 16, 2011, 9:11 AM | 3 Comments
  • Sep. 15, 2011, 12:08 PM

    Qualcomm (QCOM) claims its high-end S4 Snapdragon processors, based on the company's Krait architecture and set to include quad-core parts, will arrive in consumer products in early 2012. This puts the S4 only slightly behind Nvidia's (NVDA) Kal-El Tegra chip, and suggests it will be available for the first batch of Windows 8 (MSFT) hardware.

    | Sep. 15, 2011, 12:08 PM
  • Sep. 13, 2011, 11:39 AM

    Wedbush's Betsy Van Hees is starting Nvidia (NVDA +1.4%) with an Outperform and $18 PT, believing the company's Tegra processors will allow it to transform into a leader in mobile computing. Van Hees also thinks Nvidia's PC graphics market share will remain stable, in spite of growing competition from INTC and AMD's integrated CPUs.

    | Sep. 13, 2011, 11:39 AM
Company Description
NVIDIA Corp is a visual computing company, connecting people through the powerful medium of computer graphics. The Company's reporting segments include GPU and Tegra Processor.