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Nvidia’s (NVDA) Alpamayo Launch and the Robotaxi Bet
Insider Monkey10d agoneutral
Nvidia’s (NVDA) Alpamayo Launch and the Robotaxi Bet

On August 4, Nvidia Corporation (NASDAQ:NVDA) opened up commercial use of Alpamayo 2 Super, a reasoning model built for robotaxis and self-driving cars. The move signals where the company wants its next growth chapter to come from, even as investors argue over what its core chip business is worth today. Bull Case: A Foundation Model […]

Nvidia Earnings: Turn A $265 Profit Trading Around The AI Chipmaker's Report
Investor's Business Daily10d agoneutral
Nvidia Earnings: Turn A $265 Profit Trading Around The AI Chipmaker's Report

Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take assignment and acquire the stock below the current price. Importantly, anyone selling puts must understand that they may be assigned 100 shares at the strike price.

Silvaco Group Q2 Earnings Call Highlights
MarketBeat10d agoneutral
Silvaco Group Q2 Earnings Call Highlights

Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m