NVIDIA US Stocks
NVIDIA News
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Morgan Stanley: NVIDIA is transforming into an AI infrastructure "financial partner," new revenue-sharing model could bring $500 billion annual revenue pool, FY28 EBIT expected to increase by 60%
Morgan Stanley analyst Joseph Moore likened NVIDIA's model of providing credit endorsements to emerging AI cloud service providers (neoclouds) in exchange for a share of cloud revenue to "financial in
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NVIDIA Scales Back NVIDIA Data Center $250 Billion Guarantee Plan to Less Than $120 Billion
The move is designed to address investor concerns about the chipmaker's exposure.
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NVIDIA disclosed holding a $21 billion stake in SpaceX as of the end of Q2, and stated that SpaceX will exclusively use NVIDIA AI chips.
NVIDIA's stake in Elon Musk's space exploration company SpaceX was valued at approximately $21 billion at the end of the second quarter, according to a filing submitted to the U.S. Securities and Exch
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Goldman Sachs is funding the AI infrastructure boom, with Nvidia and Intel recently tapping the bank to meet soaring compute demand.
Goldman Sachs is funding the AI infrastructure boom, with Nvidia and Intel recently tapping the bank to meet soaring compute demand.
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NVIDIA, Indosat and Universitas Gadjah Mada Launch Indonesia’s First University AI Center to Develop Local AI Talent
The UGM Indosat NVIDIA AI Technology Center (NVAITC) in Yogyakarta, established under Indonesia’s AI Center of Excellence initiative, aims to bring together government, industry, and academia to devel
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Polen Capital Management added to its NVIDIA (NVDA) position in Q2 2026, citing compressed valuation and continued AI infrastructure dominance.
Polen Capital Management added to its NVIDIA (NVDA) position in Q2 2026, citing compressed valuation and continued AI infrastructure dominance. The firm believes NVIDIA remains the dominant provider o
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LG partners with Nvidia to debut bipedal humanoid robot in early 2027
LG Group Chairman Koo Kwang-mo and Nvidia founder and CEO Jensen Huang signed an agreement on Thursday to formalize their strategic partnership in humanoid robots, AI factories, and autonomous driving
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NVIDIA (Nvidia) was selected as the Stock Of The Day by IBD, with its stock price currently at $225.13, approaching the $236.53 buy point.
NVIDIA (Nvidia) was chosen by Investor's Business Daily (IBD) as the stock of the day, with its share price currently at $225.13, approaching the buy point of $236.53. The company is about to release
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CME Group to Launch AI NVIDIA Futures on October 5, Tracking Monthly Rental Prices of NVIDIA H100 and B200 Chips
CME Group (CME Group Inc.) stated that the move aims to transform hashrate into a "standardized, tradable commodity," providing AI labs, hyperscale operators, and data centers with a tool to hedge aga
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Michael Burry warns AI sector is a "circular financing web" with Nvidia at its center, citing multi-billion dollar commitments from tech giants and Nvidia's CDS spread doubling
The investor known for shorting subprime mortgages before the 2008 crash, Michael Burry, recently posted on X, highlighting a Bloomberg diagram that traces roughly $46 billion in direct equity stakes
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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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