NVIDIA US Stocks
NVIDIA News
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JPMorgan Chase Report: NVIDIA Management Stated That If Not Supply-Constrained, FY28 Business Growth Could Have Exceeded 100%, Far Surpassing the Previous Target of 70%
JPMorgan Chase's latest report indicates that NVIDIA's management explicitly stated at recent investor meetings that the FY28 70% year-over-year growth framework is not a demand ceiling. If not constr
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AI Stock Investors' Peak Demand Fears Eased by Strong Dell, Nvidia Outlooks and PwC's Trillions in Data Center Spending Forecast
Despite AI stock investors' concerns about demand peaking, recent data suggests otherwise. Deutsche Bank analyst Melissa Weathers noted investor sentiment has soured with "peak cycle" fears. However,
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Rumors of NVIDIA's acquisition of Hugging Face for approximately $12.9 billion remain unconfirmed.
NVIDIA has reportedly agreed to acquire Hugging Face for approximately $12.9 billion, just ahead of Microduck's release, according to The Information. Neither company has commented on the matter.
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NVIDIA and CrowdStrike Launch AI Cybersecurity System SafeMind to Combat Automated Attacks
NVIDIA founder and CEO Jensen Huang joined CrowdStrike CEO George Kurtz at Fal.Con 2026 to announce CrowdStrike SafeMind, an agentic cybersecurity system. Developed by CrowdStrike's Cyber Superintelli
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Trump reposted Jensen Huang's article stating NVIDIA AI Factory Compute is becoming an investable asset class.
Trump reposted Jensen Huang's article stating NVIDIA AI Factory Compute is becoming an investable asset class.
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Analysis: NVIDIA Could Reach $8 Trillion Market Cap by 2030
NVIDIA (NASDAQ:NVDA), currently valued at $5.25 trillion, recently reported quarterly revenue of $96.22 billion, marking a 105.85% year-over-year increase. CEO Jensen Huang projects 70% revenue growth
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Dimensional Fund Advisors Founder David Booth Warns Against Picking AI Winners, Citing Past Tech Booms
David Booth, founder and chairman of $1.1 trillion Dimensional Fund Advisors, stated that investors do not need AI to identify the next great stock, as the market already processes the information. He
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Yahoo Finance Analysis: NVIDIA's $267 Billion Procurement Commitment Suggests Micron Stock May Peak Before 2029
NVIDIA disclosed in its latest earnings report that it has committed to spending $267 billion on memory and other supplies through fiscal year 2029 (ending January 2030). Analysts suggest that NVIDIA'
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Bitcoin miner Hut 8's Texas power site will support Anthropic's $35 billion AI compute contract.
AI giant Anthropic has agreed to purchase $35 billion worth of computing power from NVIDIA-backed AI cloud company Lambda, the Wall Street Journal reported late Monday. Part of this computing power wi
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Lynx Equity Becomes More Bullish on NVIDIA (NVDA) Following Its $3.5 Billion Investment in MediaTek Convertible Debt
Lynx Equity has added NVIDIA to its list of favorite stocks, citing NVIDIA's $3.5 billion investment in MediaTek's convertible debt as a key factor. The firm anticipates this partnership will expand a
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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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Salesforce partners with NVIDIA to launch Koa, an enterprise-grade AI inference model based on Nemotron and focused on sales, marketing, and customer support tasks.
Salesforce announced the launch of Koa, its first enterprise-grade AI inference model, at the Dreamforce technology conference. Koa is based on NVIDIA's open-source Nemotron model and has been specifi
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A major children's hospital leverages open-source NVIDIA AI for cardiac care
A major children's hospital leverages open-source NVIDIA AI for cardiac care
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NVIDIA CEO Jensen Huang dismissed "AI doomsday theories" as "unscientific sensationalism," while Donald Trump called into the summit, stating that AI is "the oil of the next 20 to 25 years."
Jensen Huang stated at the All-In Summit 2026 that the current "AI doomsday theories" are not scientifically founded, citing several AI predictions from past years that have been disproven. He directl
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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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