The Latest Breaking News from Colette Kress

Nvidia's $235 Billion Stock Buyback Has a Catch Nobody Is Talking About

Nvidia added $150B to its buyback, leaving $235B to spend by January 2028. NVDA needs to double its pace. See the cash math and what to watch on November 17.

Barchart · Oct 8

A Nearly $12 Billion AI Deal Could Be Another Reason to Buy Nvidia Stock

A nearly $12 billion AI infrastructure deal between Akamai and Anthropic could benefit Nvidia.

Barchart · Oct 3

Here’s Another Little-Known Firm Jensen Huang’s Nvidia Is Quietly Backing

Cohere is a Toronto-based firm raising up to $3 billion.

Barchart · Sep 19

Nvidia Crushed Earnings Again. Here’s the Secret Growth Opportunity That Isn’t Even in the Numbers Yet.

Nvidia's blowout quarter was only half the story, as it quietly positions itself to win AI computing in orbit no matter who builds it.

Barchart · Aug 27

Nvidia CFO says about half of its data center business comes from customers beyond hyperscalers

Other customer segments are growing faster than the cloud giants that once dominated Nvidia's sales.

Fortune · Aug 27

Nvidia Stock Soars After Making $96B in Just 3 Months: CFO Says It Could Have Made Twice as Much

Nvidia's Q2 revenue surged due to a 117% growth in data centre revenue, but CFO Colette Kress indicated that sales remain pressured by supply constraints.

International Business Times UK · Aug 27

I barely remember the last time Nvidia mentioned gaming at all in an earnings call

Gone, but definitely not forgotten.

PC Gamer · Aug 27

Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run

"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia ‌Chief Executive Jensen Huang ⁠said.

The Economic Times · Aug 27

Nvidia Reports $7.8 Billion in Q2 Gains on Equity Portfolio That Includes SpaceX, Intel, CoreWeave, and More

CFO Colette Kress has a different view than critics who accuse the chip giant of ‘circular financing,’ per her comments on the earnings call.

Barchart · Aug 27

Nvidia gave its first-ever year-ahead forecast—a 70% growth bombshell meant to silence AI bubble critics and ‘circular financing’ doomsayers

Nvidia’s stock climbed more than 4% in after-hours trading after delivering a blowout quarter and projecting $100 billion more revenue than analysts were expecting for next fiscal year.

Fortune · Aug 27