NVIDIA US Stocks
NVIDIA News
-
NVIDIA AI Chips to Be Exclusively Used by Musk's SpaceX, Hailed as "Best"
Elon Musk's Space Exploration Technologies Corp. (SpaceX) announced that it will exclusively use NVIDIA's AI chips, with Musk stating that NVIDIA was chosen because its chips are "the best." This move
-
Billionaire David Tepper's Appaloosa Management nearly doubled its Amazon stake to ~$900M in Q1 2026, making it his single largest holding at 15% of the portfolio.
Tepper's move, disclosed in a 13F filing, increased his Amazon (AMZN) position to approximately 4.3 million shares. This investment makes Amazon his top holding, up from third place in Q4 2025. The fi
-
BofA Raises 2030 Server CPU Market Forecast to Over $210 Billion from $170 Billion, Driven by AI Agents
Bank of America (BofA) has increased its 2030 server CPU market forecast, now expecting it to exceed $210 billion, up from the previous estimate of $170 billion. This revised projection is nearly five
-
Anthropic is in negotiations to acquire AI startup Decart AI at a valuation of approximately $6 billion, aiming to optimize chip efficiency and reduce hashrate costs.
Anthropic, the developer of the Claude model, is in acquisition talks with AI startup Decart AI, with the deal valued at approximately $6 billion. This would be Anthropic's largest known acquisition t
-
CoreWeave Discloses “De-NVIDIA-ization” Risk for the First Time in Regulatory Filing, Yet Q2 Order Backlog Reaches $104 Billion, Stock Price Still Jumps 19%
AI cloud provider CoreWeave, in its quarterly earnings report filed on Wednesday, for the first time listed "abandoning reliance on NVIDIA chips" as a potential business risk, warning that a shift in
-
Wall Street Giants Bet NVIDIA AI Chips Will Challenge Financial Rules
Wall Street Giants Bet NVIDIA AI Chips Will Challenge Financial Rules
-
Nvidia-backed AI cloud provider Lambda priced a $926 million leveraged loan to finance its AI buildout.
Nvidia-backed AI cloud provider Lambda priced a $926 million leveraged loan to finance its AI buildout.
-
Cerebras Systems raises full-year core revenue outlook to $880-$890 million, but stock plunges about 12% in extended trading after Q2 earnings report
The chipmaker's updated full-year core revenue guidance is up from a prior range of $855-$865 million. For the second quarter, Cerebras reported core revenue of $210 million and a net loss of $450.5 m
-
Alphabet's stock slips as Nvidia's $500 billion financing deal threatens its custom chips
Alphabet's stock slips as Nvidia's $500 billion financing deal threatens its custom chips
-
CoreWeave CEO Says Company Is Booking NVIDIA GPUs at "Full Price" Through 2029
CoreWeave CEO Mike Intrator stated in an interview with CNBC on Wednesday, August 12, that the AI infrastructure market is sending strong signals about demand: even older NVIDIA GPUs, which investors
-
stated at the 35th annual CASPA conference held in the US on October 23rd that AI infrastructure investment is facing multiple challenges
Dylan Patel, founder and CEO of SemiAnalysis, and Stacy Rasgon, Managing Director at Bernstein, stated at the 35th annual CASPA conference held in the US on October 23rd that AI infrastructure investm
-
NVIDIA, Intel, and AMD have prepaid over $5 billion to secure high-end IC substrate capacity.
According to Taiwan's Economic Daily, tech giants NVIDIA, Intel, and AMD have collectively prepaid over NT$100 billion (approximately US$5 billion) to high-end IC substrate manufacturers in Taiwan. Th
-
NVIDIA's role as an AI financier faces its first major test as shares of "new cloud" companies it backs plummet.
NVIDIA's role as a global financier of AI infrastructure is facing its first major stress test as credit markets tighten for its key partners. NVIDIA not only provides advanced technology but also hel
-
Nvidia CEO Jensen Huang plays with Microduck robots, driving over 20,000 preorders in a day
The Microduck robots, which are open-source devices produced by Pollen Robotics (a company acquired by Hugging Face, now part of Nvidia), were showcased by Huang at the GTC Berlin conference. They per
-
AI cloud service providers CoreWeave and Nebius saw their stock prices fall by 10% and 7% respectively, as market concerns grow over heavy borrowing and credit ratings.
During NVIDIA's GTC conference, shares of AI cloud service providers CoreWeave and Nebius fell by 10% and 7% respectively, reflecting market concerns about heavy borrowing and lack of credit ratings i
-
NVIDIA's Jensen Huang announced a new product at the GTC conference: a transportable AI rack container designed to accelerate AI computing deployment.
NVIDIA CEO Jensen Huang announced a new product at the GTC conference in Berlin: a containerized solution packing seven NVIDIA Vera Rubin AI racks, transportable on ordinary roads. This move aims to a
-
CoinDesk Analysis: Bitcoin's 90-day realized volatility has fallen to 38%, comparable to NVIDIA (37%), but still 8 times that of EUR/USD (4.6%).
CoinDesk Analysis: Bitcoin's 90-day realized volatility has fallen to 38%, comparable to NVIDIA (37%), but still 8 times that of EUR/USD (4.6%).
-
Nvidia CEO Huang visits Kazakhstan for the first time, highlighting its AI hub potential; Nvidia to invest in Firebird's 2-gigawatt AI infrastructure expansion
Nvidia CEO Jensen Huang made his first visit to Kazakhstan on Friday, stating the country could become a major AI computing hub for Europe due to its energy resources and data center expansion plans.
-
NVIDIA is down 4.73% from its previous close, now trading at $211.460.
NVIDIA is down 4.73% from its previous close, now trading at $211.460.
-
Tesla and NVIDIA Invest KRW 3.7 Trillion in Samsung Electro-Mechanics, Securing AI Chip Substrate Production Capacity
According to a report by South Korean newspaper Maeil Business Newspaper on October 22, citing industry sources, Tesla and NVIDIA have jointly pledged to invest approximately 3.7 trillion Korean Won i
-
NVIDIA GB200 Mass Production and AI Compute Power Flow: Power Shortage Becomes Key to 2026 Industry Landscape
As NVIDIA's GB300 series AI chips dominate the market in 2026, global AI data center electricity demand is surging at an unprecedented rate. By 2026, AI-optimized servers are projected to consume 31% of total data center electricity, surpassing traditional servers in 2027. Factors such as grid interconnection delays and rising wholesale electricity costs have made power, rather than chip supply, the primary bottleneck for AI infrastructure expansion. This article will delve into this trend and analyze the strategic deployments adopted by various parties in the industry chain to address the power challenge.
-
NVIDIA (NVDA) Encyclopedia: Deconstructing the AI Computing Leader's Moat and Valuation Logic, from GPU Hardware to the CUDA Software Ecosystem
As of September 2026, NVIDIA has become the world's most valuable company by market capitalization, with its AI hardware and CUDA software ecosystem forming a formidable competitive barrier. The company continues to launch new-generation GPU architectures such as Blackwell and Vera Rubin, and is expanding the CUDA platform to support Rust language and quantum computing. NVIDIA's valuation is closely tied to the global AI capital expenditure cycle. Despite competition from AMD, Intel, and cloud service providers' self-developed chips, its data center revenue and profitability remain strong. However, the market still has concerns regarding its high valuation, geopolitical risks, and founder succession risk.
-
NVIDIA and AMD: The Two Giants of AI Computing Power in 2026—An Analysis of Market Dynamics, Financial Performance, and Opportunities for Transition into Cryptocurrency Mining
As of August 2026, NVIDIA continues to dominate the AI chip market with its CUDA ecosystem, while AMD is rapidly gaining ground with its Instinct MI series accelerators and Helios solutions.This article provides an in-depth analysis of both companies’ latest financial data, product developments, and market share, and explores how mining companies Bitcoin are transitioning their existing computing infrastructure to AI computing, offering investors a perspective on investment opportunities in the AI computing sector.
-
A Roundup of Key Listed Companies in the Metaverse: Who Are the Key Players in Building the Virtual World?
Although the concept of the metaverse is broad, the number of publicly traded companies that truly treat the metaverse as a core strategy or provide key infrastructure is relatively limited. This article will take an in-depth look at several companies widely regarded as key players in the metaverse—including Meta Platforms, Roblox, Nvidia, and Unity Software—analyzing their strategies and latest developments in hardware, platforms, engines, and underlying technologies, while also examining the overall potential and challenges of the metaverse market.
NVIDIA Summary
The company's significance extends far beyond its origins in PC graphics. NVIDIA is widely recognized as a pivotal force in the artificial intelligence (AI) revolution, with its GPUs and CUDA programming model becoming the industry standard for training and deploying deep learning models. Consequently, the performance of NVDA stock is often influenced by the growth trajectory of the AI sector, demand for data center computing, the health of the PC gaming market, and competition within the semiconductor space. Key drivers include corporate earnings reports, new product announcements, and broader macroeconomic trends affecting technology spending and supply chains.
For the digital asset community, NVIDIA holds a unique position. Historically, its high-performance GPUs were the hardware of choice for mining proof-of-work cryptocurrencies, creating a direct link between crypto market cycles and demand for NVIDIA's gaming-focused products. Although the landscape has evolved, particularly with Ethereum's shift to proof-of-stake, the relationship persists. Fluctuations in the profitability of GPU mining for various altcoins can still impact demand and resale value of its hardware, making NVDA a closely watched stock by crypto investors as a barometer for the hardware and infrastructure layer of the digital economy.
24H Trending
-
1
UN and human rights organizations condemn Israeli evictions in Hebron, while Israeli ministers express support.
-
2
UAE's oil supply rebounded to a record high of 5.3 million barrels per day (bpd) in September
-
3
Google quietly updated its privacy policy, effective Oct. 16, to allow connected Gmail, Drive, and Photos data to personalize ads when users opt into its Personal Intelligence AI features.
-
4
Bulgarians are voting in a presidential election today
-
5
X100 Exploit Proceeds Split Into Four 400-ETH Wallets
-
6
NYSE parent ICE backs 24/7 stock token trading, bypassing Wall Street's conventional pricing rules.
-
7
Al Jazeera: Israeli gunfire killed a Palestinian man in the al-Musadder area of central Gaza; his body has been transferred to Al-Aqsa Martyrs Hospital.
-
8
TREAT Token: An Analysis of the Core Token in the Shiba Inu Ecosystem
-
9
stated at the 35th annual CASPA conference held in the US on October 23rd that AI infrastructure investment is facing multiple challenges
-
10
Musk retweeted a post discussing how phones identify Starlink satellites as cellular base stations.
Recommended Reading





