Faster global financial news!
NVIDIA US Stocks
NVIDIA News
-
Goldman Sachs research predicts a surge in US data center power demand, making Vistra a winner in the AI power boom through long-term power supply agreements with Amazon and Meta, and participation in AI data center platforms invested in by NVIDIA and others.
Goldman Sachs research estimates that U.S. data center electricity demand will double from 31 gigawatts (GW) in 2025 to 66 GW in 2027. Vistra, as an independent power producer, has signed 20-year long
-
Nvidia to report earnings and Fed Chairman Kevin Warsh to deliver first Jackson Hole speech this week, marking two key market events.
Nvidia to report earnings and Fed Chairman Kevin Warsh to deliver first Jackson Hole speech this week, marking two key market events.
-
Analysis suggests that NVIDIA stock is "surprisingly cheap" ahead of its Q2 earnings report on August 26, potentially offering investors a last chance to buy at a low valuation.
The analysis points out that NVIDIA's current forward P/E ratio is 24x, compared to the S&P 500's 21.4x, with analysts projecting a 97% year-over-year revenue growth. Despite NVIDIA's stock price havi
-
NVIDIA will release its earnings report on Wednesday, which analysts believe will be a "major test" for the AI boom and the stock market.
NVIDIA, seen as the "beating heart" of the AI boom and the stock market, has its upcoming earnings report under intense scrutiny. Analysis indicates that many companies are closely tied to the themes
-
Nvidia reportedly warned customers of over 15% price hikes for AI chip servers
The chipmaker informed some of its largest customers that the prices of servers containing its AI chips, including Vera Rubin and Grace Blackwell, could increase by more than 15%. The exact rise will
-
US stocks ended a four-week winning streak last Friday, with both the Nasdaq Composite and S&P 500 indices recording weekly losses. The market is now focused on NVIDIA's earnings report and the Jackson Hole meeting.
As of Friday's close, both the Nasdaq and S&P 500 indices recorded their first weekly declines in four weeks, though their year-to-date gains still remain above 12%. Additionally, both indices fell be
-
24/7 Wall St. sets Microsoft price target at $590, citing its $678 billion commercial backlog as a key differentiator from Nvidia in AI revenue
The firm highlighted Microsoft's ability to convert AI demand into recurring, subscription-grade revenue, underpinned by its substantial contracted commercial backlog. Microsoft closed fiscal 2026 wit
-
Oppenheimer Reaffirms NVIDIA "Outperform" Rating, Maintains $265 Price Target
Oppenheimer reiterated its bullish stance ahead of NVIDIA's earnings report on August 26. The firm expects NVIDIA's GB200, GB300, and VR200 platforms to generate over $1 trillion in cumulative revenue
-
24/7 Wall St. Sets Nvidia Price Target at $270.26 with 'High-Conviction Buy' Rating, Citing 85% Revenue Growth and 0.605 Forward PEG
24/7 Wall St. has set a price target of $270.26 for Nvidia (NASDAQ:NVDA), implying a 25.27% upside over the next 12 months from its current trading price of $215.17 as of Friday afternoon. The firm is
-
Motley Fool analysts predict that the Vanguard Information Technology ETF (VGT), which is heavily invested in NVIDIA and Broadcom, could see its share price exceed $1,000 in the next decade.
Motley Fool analysts point out that the Vanguard Information Technology ETF (VGT) has achieved an annualized return of 24% over the past decade. If this growth rate is maintained, its share price coul
-
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
Complete Guide to Secure and Fast Transfers Between Trust Wallet and BNB Smart Chain (BSC)
-
2
U.S. spot Bitcoin ETFs record $773.43 million in two-day net outflows, with BTC price testing $80,000
-
3
Firo Project Analysis: History, Technology, and Market Status of Privacy Coins
-
4
New protests erupted in France over the weekend, with the government deploying 70,000 security personnel and the Louvre Museum closing. The spread between French and German 10-year government bond yields surged to 178 basis points, reaching its highest level since the Eurozone debt crisis, as economic activity contracted and spread across Europe.
-
5
NVIDIA, Intel, and AMD have prepaid over $5 billion to secure high-end IC substrate capacity.
-
6
XVG Trading Guide and Platform Software Analysis
-
7
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.
-
8
U.S. embassies tighten security as DNI director Jay Clayton warns Iran is in "advanced stages" of planning attacks against Americans; oil prices soar
-
9
EOS (EOS) Issuance Price Review and Market Status
-
10
Exploring Why Altcoin Prices Often Fluctuate in Sync with Bitcoin
Recommended Reading
Hot Topics
Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.
- User Agreement
- Privacy Policy
- Contact Us
- Business Partnerships
- Disclaimer
- Content Statement
- About Us
- Sitemap
Coming Soon!
