NVIDIA US Stocks
NVIDIA News
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Goldman Sachs warns of "sell the news" risk for NVIDIA before its earnings report on August 26, despite high market expectations of $92 billion in revenue, a 96% year-over-year increase
Goldman Sachs analyst James Schneider noted that NVIDIA's stock price has risen 12% in the past two weeks, with the market holding extremely high expectations for the upcoming Q2 earnings report, whic
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IREN shares jump over 10% after Microsoft accepts its first AI data center, part of a $9.7 billion cloud services deal
IREN Ltd. (NASDAQ:IREN) announced that Microsoft Corp. (NASDAQ:MSFT) formally approved Horizon 1, the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services
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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
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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
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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
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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
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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
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Wall Street Giants Bet NVIDIA AI Chips Will Challenge Financial Rules
Wall Street Giants Bet NVIDIA AI Chips Will Challenge Financial Rules
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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.
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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
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NVIDIA CEO Jensen Huang will attend a state dinner hosted by Donald Trump for Chinese leader Xi Jinping.
NVIDIA CEO Jensen Huang is expected to attend a state dinner hosted by U.S. President Donald Trump for Chinese leader Xi Jinping next week, a source familiar with the matter told CNBC on Tuesday. The
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White House: First Lady Melania Trump visits North Carolina, highlights AI technology development for community disaster recovery, and donates AI training licenses and robotics kits.
The White House announced that First Lady Melania Trump visited Mountain View Elementary School in Ashe County, North Carolina, a community that demonstrated resilience after Hurricane Helene and made
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NVIDIA CEO Jensen Huang: No New Laws or Regulations Needed for AI Safety, Companies Should Pace Themselves
NVIDIA CEO Jensen Huang stated at a Salesforce event that new laws or regulations are not needed for AI safety. He added that companies should pace themselves until they are confident they are releasi
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Yahoo Finance analysis: Nvidia is expected to maintain its lead over AMD through 2028, with analysts projecting Nvidia's revenue and EPS to grow at a 60% CAGR from FY2026 to FY2029, compared to AMD's revenue CAGR of 52% and EPS CAGR of 95%.
The analysis highlights Nvidia's dominance in the discrete GPU market, holding a 90% share in Q2 2026, while AMD held 8%. Nvidia's stock trades at 21 times this year's earnings, whereas AMD's is at 86
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Investment Commentator Joseph Carlson: AI Selloff is 'Panic,' Meta (META) May Be Best Stock to Buy
Carlson stated that Anthropic CEO Dario Amodei's call to slow frontier AI development has fueled "even bigger panic" among investors, leading to a 3.4% drop in Nvidia (NVDA) and a 5.9% tumble in the P
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NVIDIA Showcases Vera Rubin and DSX Platform Advancements, Boosting AI Factory GPU Capacity by Up to 40% and Performance-Per-Watt by 23%
At the AI Infra Summit, NVIDIA highlighted new collaborations, including Amazon's Annapurna Labs working on NVHBM custom high-bandwidth memory technology and d-Matrix integrating NVLink Fusion with Ra
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Fidelity Dividend Growth Fund Q2 investor letter: Unowned AMD was largest relative detractor, surging 186% in the quarter
Fidelity Dividend Growth Fund stated in its second-quarter 2026 investor letter that Advanced Micro Devices (AMD) was its largest relative detractor, as the fund did not own the stock while it surged
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US Treasury Secretary Bessent: Trump is completely aligned with Nvidia's Jensen Huang
US Treasury Secretary Bessent: Trump is completely aligned with Nvidia's Jensen Huang
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Meta announced it will deploy its third-generation self-developed AI chip, MTIA 450, in the first half of next year, and the fourth-generation MTIA 500 by the end of 2027, aiming to reduce costs and lessen its reliance on NVIDIA.
Yee Jiun Song, VP of Engineering at Meta, stated that the company's self-developed chips are more efficient when running AI models compared to NVIDIA's currently shipping products. The company plans t
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Reuters reported that NVIDIA is in talks to invest up to $10 billion as a cornerstone investor in Anthropic's IPO, which is valued at $2 trillion.
To secure AI demand for NVIDIA GPUs, Anthropic has committed $30 billion to Microsoft Azure infrastructure (powered by NVIDIA chips) and $45 billion to lease AI computing power from Nscale, which is e
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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.
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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.
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