NVIDIA US Stocks
NVIDIA News
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Nvidia in talks to acquire US 'open' model start-up Reflection AI
Nvidia is reportedly in talks to acquire Reflection AI, a US-based 'open' model start-up. The Trump administration hopes this acquisition will enable the company to compete with cheaper Chinese altern
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NVIDIA GPU Providers Surge 55% to 323
According to industry research firm SemiAnalysis, the number of NVIDIA GPU providers reached 323 as of September, an increase of approximately 55% in less than a year. This growth reflects strong dema
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Nomura Securities warns: S&P 500 "severely distorted," 85% of constituent stocks adjusted, ten stocks contribute 70% of gains, beware of diesel shortage impact
Nomura Securities cross-asset strategist Charlie McElligott noted in an October 8 report that the S&P 500 index has been largely flat over the past two months, yet 85% of its constituent stocks have e
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Massive bearish options trades on Micron and Nvidia signal growing skepticism in chip sector
Massive bearish options trades on Micron and Nvidia signal growing skepticism in chip sector. On Friday, over 180,000 put options traded in the SMH semiconductor ETF by midday, compared to 50,000 call
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Wall Street's AI data center real estate bets face rising risks
Wall Street firms are increasingly pitching AI data centers as a major real estate investment, but these ventures are encountering growing political, liquidity, and project risks. Blackstone's Digital
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UBS reiterated a "buy" rating on NVIDIA with a $300 price target, as Taiwan's September exports of computing equipment rose 25.9% month-over-month to $29.8 billion.
UBS reiterated its "buy" rating on NVIDIA with a $300 price target, citing a 25.9% month-over-month increase in Taiwan's computing equipment exports to $29.8 billion in September. UBS stated that this
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S&P 500 Bull Market Gains 117% Since Oct 2022, Driven by AI Rally Amid Concentration Risks
The S&P 500 has surged 117% since October 2022, adding nearly $40 trillion in market value, largely driven by AI-related stocks. This rally, however, shows narrow leadership, with the equal-weight S&P
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Nvidia's cash flow accounting change has big implications for buybacks
The chip maker's quiet shift in how it counts cash flow signals a new approach to balancing capital returns with investments in its AI ecosystem, according to WSJ Markets.
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Lumentum CEO: Optical components sold out until 2029, with some demand gaps reaching 70%
Lumentum CEO Michael Hurlston said in a Bloomberg interview in Tokyo on Friday that the optical components manufacturer, backed by NVIDIA, has sold out all its products until early 2029, with robust A
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Nvidia's Rubin platform to favor 12-layer HBM4, as SK Hynix and Samsung advance 16-layer chips
Nvidia's Vera Rubin AI platform is expected to largely rely on 12-layer high-bandwidth memory (HBM4) chips. This development eases demand concerns for SK Hynix and Samsung Electronics, as the two Kore
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Bridgestone is operating at full capacity to produce large mining tires, driven by AI-induced demand.
Bridgestone is operating at full capacity to produce large mining tires, driven by AI-induced demand.
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US intelligence memo shows Megaspeed executive was once recruited to surveil NVIDIA CEO
According to a US intelligence memo, a female tech executive at Singapore-based Megaspeed named Alice Huang was reportedly recruited by China's Ministry of State Security to surveil NVIDIA CEO Jensen
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NVIDIA has announced that downloads of its open-source tools have surpassed 1 million, with over 8,000 institutions globally utilizing them for 6G research and development.
NVIDIA announced that downloads of its open-source tools have surpassed 1 million, with over 8,000 institutions globally utilizing them for 6G research and development. NVIDIA stated that over the pas
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NVIDIA closed up 6.31% from its previous close, currently trading at $193.068.
NVIDIA closed up 6.31% from its previous close, currently trading at $193.068.
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NVIDIA rose 4.95% from its previous close and is currently trading at $190.590.
NVIDIA rose 4.95% from its previous close and is currently trading at $190.590.
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According to Protos statistics, insiders at nine US-listed AI companies had cashed out a cumulative $7.4 billion before the sharp drop in their stock prices.
According to Protos statistics, insiders at nine U.S.-listed AI companies cashed out a cumulative $7.4 billion before sharp drops in their share prices. Between May and October, insiders at NVIDIA, Or
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CryptoSlate: Issuers object to 57 of the 63 initial ticker symbols planned for inclusion in OKXICE
According to CryptoSlate, out of the 63 stock tickers initially intended for inclusion on the OKXICE platform—a joint venture between OKX and Intercontinental Exchange, the parent company of the New Y
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US semiconductor stocks accelerated their rebound in pre-market trading, with Micron Technology up 9.2% and AMD up 8.3%.
US semiconductor stocks accelerated their rebound in pre-market trading, with Micron Technology up 9.2%, AMD up 8.3%, Arm up 7.4%, Intel up 6.2%, NVIDIA up 5.0%, Broadcom up 4.9%, Qualcomm up 3.4%, an
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Chinese AI chipmaker posts first-ever quarterly profit, but supply chain and memory costs pose long-term concerns
Chinese AI chip makers achieved their first profitable quarter, though supply chain and memory costs pose long-term concerns. Chinese pure-play AI chip manufacturers reached a major milestone in the t
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Former JPMorgan Chase wealth advisors Phil Scott and Jim Atwood, who left to launch their own independent firm after refusing to trim their AI stockholdings, are now facing a market test.
Former JPMorgan Chase wealth advisors Phil Scott and Jim Atwood are facing a market test after striking out on their own following a refusal to trim AI stockholdings. The pair left JPMorgan Chase last
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NVIDIA GPU Mining: A Deep Dive into History, Technological Evolution, and Market Impact
"N-card mining" refers to using NVIDIA GPUs for cryptocurrency mining. Due to their powerful parallel computing capabilities, GPUs were once the primary choice for mining. This article will delve into the rise of GPU mining, NVIDIA's LHR technology and CMP dedicated mining cards launched to balance market supply and demand, and the profound impact of the Ethereum "Merge" on the GPU mining ecosystem. This includes price fluctuations caused by a large number of mining cards returning to the secondary market, and the differing perspectives of various stakeholders. For related developments, please follow Svmuu's continued coverage.
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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.
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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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GRAM (Gram, prev. Toncoin) price pulls back to $1.057, hitting a nearly 365-day low
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BCH (Bitcoin Cash) trading volume reached $2.1 million over the past hour (15.2x its average for the same period over the past 7 days), currently trading at $247.900.
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2026 US Stock Market Safe-Haven Assets Encyclopedia: How Walmart and Caterpillar Lead the Industrial Sector Amid AI Bubble Doubts
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What Cryptocurrency Is ADR? A Deep Dive into the Solana Meme Project American Dollar Reserve
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Current Status of BUSD (Binance USD): Issuance Halted, Orderly Wind-Down Underway
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How is BFHT doing? What is the future outlook for BFHT?
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Challenges and Issues Facing Ethereum Even After the Completion of the Ethereum 2.0 Upgrade
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What is the METIS Token? An Analysis of Metis' Technical Architecture and Transition Progress
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USDT Perpetual Contract Auto-Margin Deposition: Mechanism, Trigger Conditions, and Risks
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US military says it struck a cargo ship in the Gulf of Oman suspected of violating US blockade on Iran
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