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The Latest Breaking News from NVDA

America Could Lose AI Race Against China Due To Power Crunch, Goldman Says

The future of artificial intelligence may depend less on chips from Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD), and more on the raw watts needed to power data centers.

Gene Munster Warns Nvidia Faces 'Catch-22' Ahead Of Earnings, But Remains Bullish: 'I Remain Positive On Shares'

Gene Munster Warns Nvidia Faces 'Catch-22' Ahead Of Earnings, But Remains Bullish: 'I Remain Positive On Shares'

Gene Munster says Nvidia Corp.'s (NASDAQ:NVDA) growth story remains intact despite short-term risks as investors brace for a "Catch-22" scenario around next week's earnings.

'Big Short' Michael Burry De-Registers His Hedge Fund, Scion Asset Management

'Big Short' Michael Burry De-Registers His Hedge Fund, Scion Asset Management

Michael Burry, the investor who rose to fame for his prescient bet against the 2008 housing market, and most recently for his bets against Palantir Technologies Inc. (NASDAQ:PLTR) and Nvidia Corp. (NASDAQ:NVDA), has de-registered his hedge fund, Scion Asset Management, LLC.

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AMD Sees 60% AI Growth Ahead, Turning Up The Heat On Nvidia: Top ETFs To Watch

Semiconductor ETFs are once again in focus after Advanced Micro Devices Inc (NASDAQ:AMD) forecast its data center revenue would increase by 60% over the next three to five years, as the competition between it and Nvidia Corp (NASDAQ:NVDA) for AI dominance steps up a gear.

SoftBank Swaps Nvidia For OpenAI — Is The Hardware Play Done?

SoftBank (OTCPK:SFTBY) just made one of the boldest trades in the AI era — selling $5.8 billion worth of Nvidia Corp (NASDAQ:NVDA) shares to fund a $22.5 billion commitment to OpenAI. On paper, it looks like Masayoshi Son is ditching the shovel-maker in the middle of a gold rush.

Nvidia's Upcoming Q3 Earnings Report Draws Intense Interest In Direxion's NVDU, NVDD ETFs

Easily one of the main faces of artificial intelligence, Nvidia Corp (NASDAQ:NVDA) is once again stealing the limelight. Next week, the semiconductor juggernaut is set to release its third-quarter earnings report. It's also a significant time for stakeholders as NVDA stock is currently trading just below the psychological $200 threshold.…

Nvidia Packaging Partner Amkor Logs Momentum Gain— Up Over 30% YTD On AI Surge

Amkor Technology Inc. (NASDAQ:AMKR) has surged into the top quintile of stocks ranked by momentum, with its percentile score climbing to the 86.98th percentile, according to the latest Benzinga Edge’s Stock Rankings momentum percentile report.

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From $20K To $1M: The Nvidia Trade Jim Cramer Called Back In 2017

From $20K To $1M: The Nvidia Trade Jim Cramer Called Back In 2017

CNBC host Jim Cramer has been a longtime supporter of Nvidia (NASDAQ:NVDA), regularly praising Chief Executive Jensen Huang's leadership and urging investors to hold the stock even during volatile periods.

SoftBank Is Selling Nvidia Stock. Should You?

SoftBank Is Selling Nvidia Stock. Should You?

Nvidia stock sinks as SoftBank sells entire stake in the chipmaker for $5.83 billion. Citi analyst recommends buying NVDA shares on the pullback.

What's Going On With Nvidia Stock Tuesday?

What's Going On With Nvidia Stock Tuesday?

Nvidia Corp (NASDAQ:NVDA) shares are trading lower Tuesday afternoon following reports that SoftBank Group (OTC:SFTBF) offloaded its entire stake in the chipmaker. Here’s what investors need to know.

SoftBank’s Nvidia Exit Raises Eyebrows, But Analysts Still See Big Upside for NVDA Stock

SoftBank’s Nvidia Exit Raises Eyebrows, But Analysts Still See Big Upside for NVDA Stock

SoftBank’s exit comes at a time when the market is increasingly questioning whether the billions flowing into AI infrastructure will translate into sustainable returns.

These 20 Stocks Now Make Up Half Of The S&P 500—Here's Why That's Risky

These 20 Stocks Now Make Up Half Of The S&P 500—Here's Why That's Risky

The artificial intelligence boom hasn't just sent stock prices soaring—it's completely rewired the U.S. equity market. And that's setting off alarm bells for some.

3 Data Memory Stocks Beating NVDA This Year

3 Data Memory Stocks Beating NVDA This Year

The AI rush has sent the stocks of memory storage companies through the roof in 2025. Read on to learn why this trend might just be getting started.

SoftBank Offloads $15 Billion Nvidia And T-Mobile Stakes To Fund AI Push

SoftBank Offloads $15 Billion Nvidia And T-Mobile Stakes To Fund AI Push

SoftBank Group Corp. (OTCPK: SFTBY) has raised over $15 billion by offloading its high-profile stakes in T-Mobile US Inc. (NASDAQ:TMUS) and Nvidia Corp. (NASDAQ:NVDA), as detailed in its fiscal second-quarter earnings report.

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Why Is CoreWeave Down Nearly 9% In Pre-Market Despite Strong Q3 Results?

Shares of CoreWeave Inc (NASDAQ:CRWV) declined 8.72% during Tuesday’s pre-market trading session as the Nvidia (NASDAQ:NVDA) backed company trimmed its annual revenue forecast.

Nvidia Now Larger Than 6 Out Of 11 US Sectors—Tom Lee Says It's 'Cheaper Than Costco:' AI Stocks Still In 'Really Good Shape'

Nvidia Corp.‘s (NASDAQ:NVDA) market capitalization has surged to a staggering $4.8 trillion, creating a concentration in the SP 500 not seen in modern history.

Analysts Say Nvidia Stock Is ‘Dominant’ Amid a Giant Race to ‘Secure Compute.’ Buy Shares Now?

A Jefferies analyst is very bullish on Nvidia and believes the financials are set to keep ballooning.

Nvidia Stock 'Particularly Compelling,' Could See 70% Earnings Growth In 2026, Analyst Says

Bank of America Securities analyst Vivek Arya said skepticism around artificial intelligence (AI) spending is understandable but overstated, calling it a healthy correction within a long-term growth cycle. The analyst reiterated Buy ratings on leading data center and semiconductor capital equipment stocks — including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO),…

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Nvidia's $1 In AI Chips Fuels $10 in Tech Growth, Palantir, Snowflake, MongoDB Poised To Ride Next AI Growth Wave

Wedbush analyst Daniel Ives said the recent turbulence in tech stocks reflects short-term investor anxiety rather than a shift in the long-term artificial intelligence-driven bull market. The analyst noted that despite concerns about an "AI bubble," Palantir Technologies Inc.’s (NASDAQ:PLTR) sharp selloff after stellar earnings, and uncertainty over Nvidia Corp's…

Investors Fear An AI Bubble Burst—Goldman Says It's Still Early Days

After a brutal week that saw over $1 trillion erased from the market value of the Magnificent Seven, with Nvidia Corp. (NASDAQ:NVDA) alone shedding more than $500 billion, fresh fears of an AI-driven bubble are gripping Wall Street—yet some analysts say it's far too soon to call it a dot-com…

Nvidia, AMD Lead Semiconductor Rally After Taiwan Semiconductor's Strong October Sales

Semiconductor stocks including Nvidia Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology Inc. (NASDAQ:MRVL), Super Micro Computer Inc. (NASDAQ:SMCI), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM) and ON Semiconductor Corp. (NASDAQ:ON) advanced on Monday as investors responded to strong sector fundamentals and accelerating artificial intelligence…

TSMC Chief CC Wei Says Nvidia CEO 'Wants More Chips' As Jensen Huang Enjoys Hotpot In Taipei And Praises The Taiwanese Foundry: 'No TSMC, No Nvidia'

During his latest trip to Taiwan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang strengthened ties with longtime manufacturing partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), blending business with camaraderie over a hotpot dinner in Taipei.

Consumer Tech News (Nov 3-7): Trump Blocks Nvidia Blackwell AI Chip Exports, China Bans Foreign AI Chips In Data Centers & More

President Donald Trump has declared that Nvidia's (NASDAQ:NVDA) advanced Blackwell AI chip will not be available for "other people." This decision comes amid concerns about the potential sale of a scaled-down version to China.

Nvidia Looks 22% Undervalued Here Based on Projected FCF Margins - $230 Price Target

Nvidia stock looks at least 22% too cheap here, based on its strong FCF margins (i.e., with a 39% FCF TTM margin) and using a 2.0% FCF yield valuation metric. Put premiums are high, making shorting out-of-the-money puts attractive.

The Good, The Bad, And The Ugly Of The AI Capex Race

Silicon Valley is investing heavily in artificial intelligence like never before. The Magnificent Seven—Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta (NASDAQ:META), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA)—are expected to spend close to $400 billion this year on AI infrastructure.

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