Nvidia shares are in an interesting position heading into tonight’s quarterly earnings release. The stock has rallied some 45% from an April 3 low, but is barely positive for the year and far off a record high hit in January.

Nvidia (NVDA) ended up beating first quarter revenue estimates, posting $44.1 billion (vs. estimates of $43.3 billion) as a $4.5 billion charge on its H20 chips drags the semiconductor manufacturer's adjusted earnings down to $0.

With all eyes on Nvidia’s (NVDA) first-quarter earnings, one under-the-radar AI stock has already gained momentum, surging 30% in the past five days. That company is CoreWeave, now Nvidia’s largest holding,

Nvidia reported strong results despite a multibillion-dollar hit tied to U.S. regulations on sales of its AI chip to China.

Yahoo Finance Technology Editor Dan Howley joins host Josh Lipton for Yahoo Finance's special coverage of Nvidia's (NVDA) first quarter earnings results. He identifies three major takeaways from the earnings call: an increase in inference demand,

Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human.

Nvidia's results were much better than they might seem at first glance. Both the top and bottom lines were hurt by new U.S. government export controls on the company's H20 chip, which it had specifically designed for the Chinese market to comply with the government's second round of advanced AI chip export controls.

All told, Oppenheimer analyst Rick Schafer feels good about Nvidia's positioning coming out of earnings. "The best house on the best block, \[Nvidia\] remains arguably best positioned in AI, benefiting from full-stack AI hardware/software and unique rack-scale,

The company's data center division continues to surge as companies, countries, and cloud providers snap up GPUs for artificial intelligence software.