AMD has dominated Nvidia in terms of stock performance during 2026. A strong quarter from Nvidia could flip that around.

Nvidia's data center revenue suggests that it is the most dominant player in the semiconductor market. The company has been clocking outstanding growth despite its high revenue base, a trend that analysts believe will continue.

Nvidia is doing everything it can to keep fueling the AI buildout that has underpinned its own good fortunes. On Friday, it announced a partnership with Cloverleaf Infrastructure, a company that lays the groundwork for data centers.

Stacy Rasgon, Bernstein senior analyst, joins 'Fast Money' to talk Nvidia's upcoming earnings report.

NVIDIA's strong AI demand, 91B revenue outlook and attractive valuation point to potential upside ahead of fiscal Q2 earnings.

Nvidia published some interesting new research on Friday suggesting it's the harness, more than the underlying model, that is far more important when asking an AI to do long-horizon tasks.

Nvidia Corporation remains my top AI infrastructure pick, retaining a Strong Buy rating ahead of earnings. Consensus expects nearly 100% YoY revenue and EPS growth for Q2, with guidance and AI demand commentary as key watch items. NVDA's robust cash generation and low capex could result in over $500 billion cash by FY29, supporting enhanced shareholder returns.

The only company in the semiconductor index that reported this week posted record results.

Tech analyst Dan Ives has praise for the memory sector as demand continues to outpace supply.

Nvidia (NVDA) stock is in focus on Friday after BMO Capital Markets said the chipmaker remains a “top pick” for those seeking exposure to the global artificial intelligence (AI) buildouts.   Analyst Harsh Kumar announced an Outperform rating and $340 price target on the semiconductor behemoth heading into its fiscal Q2 earnings set to be released on August 26th (after market close).