Blackstone's Lancium Announces Partnership With Nvidia To Deploy AI Factory Platform Across 4 GW Of Leased Capacity And 15+ GW Development Pipeline; Nvidia Makes Strategic Investment, Terms Not Disclosed

Oppenheimer Maintains Outperform on Blackstone, Raises Price Target to $171

Nvidia At $1 Trillion In Annual Sales? Raymond James Says It’s Possible By 2029

Raymond James says Nvidia could reach $1 trillion in annual sales by fiscal 2029 as AI demand stays strong and supply constraints ease.

Citigroup Maintains Buy on NVIDIA, Raises Price Target to $315

Citigroup analyst Atif Malik maintains NVIDIA (NASDAQ:NVDA) with a Buy and raises the price target from $300 to $315.

Nvidia's Supply Commitments More Than Doubled to $279 Billion. Here's What It Does to the Stock.

Nvidia doubled its supply commitments to $279 billion, primarily for memory procurement, to secure components for the next several years of AI demand. While gross margins will compress to 71-72% in Q4 fiscal 2028 as the company absorbs memory cost increases, management expects margins to recover to 72-73% in fiscal 2028 as price increases take effect. Despite near-term margin pressure, the company's strong revenue growth (89% YoY guidance) and reasonable valuation support a positive long-term outlook.

IREN Stock Rises Ahead of Q4 Earnings: What's Going On?

IREN Ltd. (NASDAQ: IREN) shares are climbing Thursday as investors position ahead of its Q4 results, due after today's market close.