Melius Research analyst Ben Reitzes reiterated a bullish stance on NVIDIA Corporation (NASDAQ:NVDA), giving it a Buy rating on May 29.

Nvidia Corporation delivered strong Q1 results despite a $4.5B China inventory hit and looming export restrictions. Read why I am continuing to hold NVDA stock.

Chipmaker Nvidia Corp.'s (NASDAQ: NVDA) better-than-expected first-quarter earnings resulted in a spike in the stock, but leading analysts and fund managers believe the market's reaction didn't go far enough.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q1 2025 investor letter. A copy of the letter can be downloaded here. Technology Innovators focus on pioneering businesses worldwide that serve as key drivers or beneficiaries of significant long-term changes driven by technology.

Nvidia (NVDA) will report its fiscal first quarter results after the bell on Wednesday in the most-anticipated earnings announcement of the season. Nvidia stock has fluctuated wildly since the start of the year as the company has dealt with setbacks ranging from the Trump administration's ban on shipments of its H20 chips bound for China to concerns related to expected semiconductor tariffs.

Nvidia faced an export ban on H20 products to China on April 9. The company said it incurred a $4.5 billion charge in the first quarter related to H20 excess inventory and purchase obligations. H20 product sales were $4.6 billion for the first quarter prior to the new export licensing requirements.

Nvidia's Q1 2025 earnings, set for release after market close on May 28, are projected to showcase significant AI-driven revenue growth.