Moda Notizie: 1 Settembre 2025 - 15 Novembre 2025

January 13, 2026, 7:46 AM EST. Nvidia defied 2025 uncertainty, rallying 38.9% for the year and outperforming the S&P 500. Policy headwinds-tariffs, export controls on AI chips to China, and DeepSeek's R1-failed to derail growth as revenue and profit kept climbing. In fiscal Q3 2026, Nvidia posted a record $57 billion revenue, up 62% year over year, and EPS of $1.30, up 67%. Management guided Q4 revenue near $65 billion, an 84% rise. At CES, CEO Jensen Huang announced full production of the next-generation Vera Rubin AI chips, saying they would slash AI inference costs by about 90% versus current Blackwell. CFO Colette Kress signaled the prior $500 billion end-2026 revenue target may have been too aggressive. The setup remains favorable if demand for AI acceleration and GPUs stays resilient.