Nvidia Corporation's first earnings miss resets expectations, clearing overhangs. Check out our updated look at NVDA stock post Q1 earnings and a look ahead.

Nvidia (NASDAQ:NVDA) may face near-term estimate risk as Wall Street models appear to overlook the impact of new U.S. restrictions on H20 GPU shipments to China, according to Morgan Stanley. Analyst Joseph Moore said his firm's $42 billion April and $43.

While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk.

In conjunction with the results, Nvidia said it would pay its quarterly dividend of $0.01 per share to shareholders on July 3, to all shareholders of record on June 11, 2025. The company will hold a conference call at 5 p.m. EST to discuss the results.

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.