Stocks · Coverage Archive
$NVDA
214.72 ▼ 0.98%
Every Regards of Wallstreet article on $NVDA, newest first — 6 stories and counting.
2026-08-20 · 9 min read
DeepSeek Raised AI Prices 4.5x the Week OpenAI Hit Pause. What It Says Before Nvidia's Print
DeepSeek raised V4-Pro output from $0.87 to $3.96 per million tokens on August 16, days after OpenAI paused its largest RL run. Both read as AI cooling. I read them the other way.
2026-08-10 · 4 min read
Is Nvidia a Buy Before August 26 Earnings? Yes, With One Caveat That Decides the Sizing
Is Nvidia a buy before August 26 earnings? Yes on the business at $223.96, no as an earnings trade: recent prints have been sold even on beats. The bull case, the bear case, and the sizing.
2026-08-10 · 10 min read
Nvidia Earnings Preview (August 26): The $91 Billion Bar, Zero China in the Guide, and What Beats Are Worth
Nvidia reports fiscal Q2 2027 on August 26 after the close. The guide is $91 billion and a 75% gross margin with zero China assumed; consensus sits at $91.8-93.5 billion. The scenarios and the plays.
2026-08-01 · 7 min read
When Does Nvidia Report Earnings? Wednesday, August 26, After the Close. The Bar Is $91 Billion
Nvidia reports fiscal Q2 2027 on Wednesday, August 26, 2026: results near 4:20pm ET, call at 5:00pm ET. Guidance is $91 billion revenue and 75% gross margin, assuming zero China.
2026-07-16 · 4 min read
Jensen Huang's $100 Billion Gigawatt Just Became Nvidia's Biggest Problem
Huang says AI computing costs are heading from $50 billion toward $100 billion per gigawatt. Seaport says that math forces Nvidia to finance its own customers. Why one supply-chain comment knocked the whole AI trade.
2026-07-12 · 3 min read
Nvidia Is Flat in 2026. Goldman Says That Makes It Cheap. Who's Right?
NVDA is up just 5% in 2026, stuck near $197, while Goldman calls its 21.7x forward P/E compelling. DeepSeek is building its own chip. The bull case, the bear case, and the LEAPS trade.
New to options? See our plain-English strategy playbook →
See where $NVDA sits right now on the live S&P 500 heatmap →
The Week-Ahead Brief
Don’t miss next week’s setups. Get the Saturday brief.
Latest issue, Aug 17“The consumer cracked on Friday. Six retailers answer for it this week.”
Every Saturday: next week’s earnings dates, Fed days and the trades worth watching, from the same desk that writes the week-ahead hub. Free, built for retail investors.