NVIDIA US Stocks
NVIDIA News
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NVIDIA fell 2% pre-market, while Broadcom, Intel, and Marvell Technology dropped 3%, 5%, and 7% respectively, after AI company CEOs called for a slowdown in AI development.
Anthropic CEO Dario Amodei published an article over the weekend, calling for AI companies to slow down the development of their most powerful models due to safety risks, and pointing out that China's
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Motley Fool Analysis: Three Key Metrics Show NVIDIA Remains the More Attractive AI Chip Stock After NVIDIA and Broadcom Release Latest Earnings Reports
NVIDIA's latest quarterly adjusted revenue increased by 106% year-over-year, with diluted EPS up 120%. The company projects revenue of $108 billion for the current quarter, exceeding analysts' expecta
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Motley Fool analysts predict: NVIDIA-backed CoreWeave could be the next soaring stock.
Motley Fool analyst Adria Cimino predicts that CoreWeave, a cloud company in NVIDIA's portfolio, could be the next stock to surge. NVIDIA's recent acquisition offer for AI open-source platform Hugging
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NVIDIA's customer concentration reportedly continues to rise, with three clients contributing 44% of revenue in the first half of the year, and accounts receivable surging 64% to $63 billion.
According to The Information on September 13, three NVIDIA customers each contributed over 10% of total revenue in the first half of the current fiscal year, which ended in July, with their combined s
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Nvidia CEO Jensen Huang: AI's Next Major Market Is Cybersecurity, Citing CrowdStrike as Top Partner
Nvidia CEO Jensen Huang proposed that cybersecurity will become the next significant application for artificial intelligence, reasoning that AI's ability to write software also enables it to identify,
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Yahoo Finance Analyst Recommends Nvidia as Top AI Stock to Buy, Citing Undervaluation and Expected 70% Revenue Growth by FY2028
The analyst highlights that Nvidia (NASDAQ: NVDA) currently trades at 24 times forward earnings, which is considered inexpensive given the company's forecast of 70% revenue growth for its fiscal year
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Yahoo Finance Analysis: NVIDIA's AI Investment Portfolio Reaches $99 Billion as of July 26, with OpenAI, Anthropic, and Safe Superintelligence as Key Private Investments
Yahoo Finance analysis indicates that as of the end of Nvidia's second fiscal quarter (July 26), its artificial intelligence (AI) investment portfolio totaled approximately $99 billion. This portfolio
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Anthropic reportedly secured $517 billion in computing resources, primarily from NVIDIA, ahead of its IPO.
According to The Information on September 6, AI company Anthropic has committed to procuring up to $517 billion in computing resources ahead of its initial public offering (IPO). This massive expendit
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Yahoo Finance Analysis: NVIDIA's older GPUs still command rental prices, but this does not guarantee attractive returns for CoreWeave
Yahoo Finance analysis indicates that NVIDIA's older A100 SXM4 GPUs were benchmarked at $1.05 per GPU-hour as of September 7, while H100 SXM was $3.17. While this supports the durability argument for
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Former Anthropic Researcher: AI Employees Feel "Genuine Fear" for Humanity's Future, Calls for Slowdown in AI Development; NVIDIA's Jensen Huang Rejects "AI Will End Humanity" Theory
Former Anthropic researcher Jacob Coxon told the BBC that AI practitioners feel "genuine fear" about the pace of technological progress and its potential impact on humanity, believing that if developm
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LG and Microsoft deepen AI collaboration, covering data centers, workplaces, and physical AI; two LG subsidiaries join NVIDIA AI Factory supplier program on the same day.
LG and Microsoft deepen AI collaboration, covering data centers, workplaces, and physical AI; two LG subsidiaries join NVIDIA AI Factory supplier program on the same day.
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Chip designer Mr. Bubble: AI hashrate bottlenecks have shifted to advanced packaging, interconnect latency, and memory hierarchies; Moore's Law economics are broken.
Senior chip designer Mr. Bubble stated in a podcast interview that the true bottleneck for AI computing infrastructure is no longer the chips themselves, but rather more fundamental issues such as pac
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SemiAnalysis's report dissects the underlying architecture of AI large model inference, identifying four stages: prefill, midfill, decode attention, and decode expert. It highlights that memory bandwidth holds greater economic value than capacity.
Research firm SemiAnalysis released an in-depth technical report on September 22, systematically dissecting the underlying architecture of AI large model inference services. The report points out that
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Musk, NVIDIA's Jensen Huang, and Apple's Tim Cook will meet with Chinese leaders this week to discuss their companies' demands in China.
According to MarketWatch, executives from Tesla, NVIDIA, and Apple will meet with Chinese leaders to discuss their respective companies' business interests in China, including Tesla's Shanghai factory
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NVIDIA launches DSX Ready certification program to identify power and cooling products for AI factories.
NVIDIA has launched the DSX Ready certification program, aimed at validating power and cooling products for AI factories to ensure they meet the requirements of NVIDIA's DSX AI factory reference desig
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NVIDIA published a statement emphasizing that the large-scale deployment of physical AI requires integrating safety into every layer, projecting that the number of autonomous vehicles and industrial robots deployed will reach tens of millions by 2035.
NVIDIA stated in its official blog that physical AI is rapidly moving from research to large-scale deployment. ABI Research expects the installed base of L3-5 autonomous vehicles to reach 49 million b
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NVIDIA Highlights Egypt's Rapidly Growing AI Ecosystem, With Over $2.3 Billion in Data Center and AI Factory Investments Across Africa
NVIDIA emphasized the rapid growth of Egypt's AI ecosystem at a reception in the Grand Egyptian Museum, showcasing local AI natives, developers, researchers, startups, and enterprises. The company not
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NVIDIA stated that AI safety is an engineering problem that needs to be addressed at all layers of the agent stack, emphasizing the role of OpenShell.
NVIDIA published an article on its official blog, emphasizing that AI safety is fundamentally an engineering problem that needs to be addressed by defining safety requirements, implementing enforceabl
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NVIDIA Spotlights Five Companies Leveraging Its AI Technology to Accelerate Clean Energy Projects at Climate Week NYC
These companies are leveraging NVIDIA CUDA, Blackwell, and Omniverse platforms in areas such as digital twins, nuclear energy operations optimization, EV battery repurposing for power supply, advanced
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BofA Estimates: AI Infrastructure May Require $1.2 Trillion in External Financing Over Next 5 Years, With Over $300 Billion in Annual Incremental Debt Supply
Bank of America's latest report indicates that by 2030, core AI infrastructure players such as Microsoft, Amazon, Google, and Meta will have a total external financing demand of $1.2 trillion to $1.5
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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.
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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.
24H Trending
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Novo Nordisk, the Danish pharmaceutical giant, saw its shares fall by 7% despite setting a $23 billion sales target for its weight-loss drug.
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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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US equity futures rise, led by AI stocks; oil prices fall over 2% to around $101; US Treasury yields decline; US and Chinese officials discuss AI national security "notification mechanism."
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Korea Zinc's $7.4 billion "Project Crucible" passes key US environmental review, accelerating Tennessee mineral smelter plans.
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The impact of the Saudi East-West oil pipeline closure on Asian crude oil imports is becoming apparent, with South Korea being the most directly affected.
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A Deep Dive into the World's Top Three Bitcoin and Digital Asset Trading Platforms
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U.S.-listed Greenland stocks surge after Trump agrees security deal with Denmark, Greenland Energy up 150%
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AAC Coin Today's Market and Outlook Analysis: Distinguishing Double-A Chain from Acute Angle Cloud
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Bitcoin surges above $83,500, Monero (XMR) up 13%, as falling oil prices lift risk assets; Trump-Xi summit eyed
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