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The Latest Breaking News from NVDA

Oracle Cloud To Deploy 50,000 AMD Chips, Challenging Nvidia's Dominance

Oracle’s (NYSE:ORCL) Cloud Infrastructure announced on Tuesday that it will deploy 50,000 Advanced Micro Devices (NASDAQ:AMD) graphics processors starting in the second half of 2026, marking a significant shift away from the Nvidia (NASDAQ:NVDA) GPUs that dominate the market.

Benzinga

Nvidia's DGX Spark, A Personal 'AI Supercomputer,' Will Debut This Week At $3,999: 'I Hand-Delivered The First System To Elon,' Jensen Huang Recalls

Nvidia Corp. (NASDAQ:NVDA) is set to launch its compact DGX Spark personal "AI supercomputer" this week, aiming to bring data center-grade computing power to the desktops of researchers, developers and students worldwide.

Benzinga

Meta, Oracle Tap NVIDIA's Spectrum-X For AI Data Centers

NVIDIA Corporation (NASDAQ:NVDA) announced on Monday that Meta Platforms, Inc. (NASDAQ:META) and Oracle Corporation (NYSE:ORCL) will enhance their AI data center networks using NVIDIA's Spectrum-X Ethernet switches.

Benzinga

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Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst

BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble.

Benzinga

Can NVDA Still Be a $300 Stock If Nvidia Loses Its Monopoly in AI GPUs?

While Nvidia’s market share in the AI GPU market might come down, the sheer size of growth in that market means that NVDA stock could still continue to be a winner.

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Nvidia, AMD, Marvell, Taiwan Semiconductor Surge After Friday Dip On Trump's China Remarks, OpenAI-Broadcom AI Chip Deal

Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), and other semiconductor companies rebounded from their Friday selloff amid overall market strength following positive assurances from President Donald Trump over China trade relations.

Benzinga

AI Is ‘Just Getting Started’ So Buy Nvidia Stock Now, According to These Analysts

Nvidia is at the heart of the AI boom, and its potential $100 billion OpenAI partnership signals the best may still be ahead for the stock.

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Stock Market Today: Dow Jones, S&P 500 Rally After Trump Hints At De-Escalation With China— Tesla, Meta And Other Mag 7 Stocks In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs were updated in the story.

Benzinga

Altimeter Capital CEO Brad Gerstner Breaks Down AMD-OpenAI GPU Bet, Says Lisa Su Is Betting The Farm To Catch Up To Rival Nvidia

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

Benzinga

Consumer Tech News (Oct 6-10): China Hits Nvidia, Tesla Tests Cybercab, Sunak Joins Microsoft & More

China has reportedly launched a sweeping customs crackdown on Nvidia Corporation’s (NASDAQ:NVDA) AI chips.

Benzinga

AMD, HOOD, IREN And More: 5 Stocks That Dominated Investor Buzz This Week

Retail investors buzzed about five stocks this week, from Oct. 6 to Oct. 10 on platforms like X and Reddit’s r/WallStreetBets, amid government shutdown and AI enthusiasm.

Benzinga

What Connects Nvidia, Gold, Tesla? The Worst ETFs Of 2025

Leveraged bets against some of 2025's biggest market winners have gone spectacularly wrong. A clutch of ETFs tied inversely to Nvidia Corp (NASDAQ:NVDA), Tesla Inc (NASDAQ:TSLA), and gold have found themselves at the bottom of the performance charts this year, underscoring just how punishing compounding and momentum can be for…

Benzinga

Samsung Returns To Nvidia Supply Chain After 19 Months

On Thursday, Nvidia (NASDAQ:NVDA) approved Samsung Electronics' (OTC:SSNLF) fifth-generation HBM3E memory for its GB300 artificial intelligence accelerator.

Benzinga

China Targets Nvidia's H20, RTX Pro 6000D Chips In Customs Crackdown As It Pushes To Cut Reliance On US Technology: Report

China has reportedly launched a sweeping customs crackdown on Nvidia Corporation's (NASDAQ:NVDA) AI chips.

Benzinga

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Benzinga

Nvidia Stock 'Born To Run': Analyst Channels Bruce Springsteen With $300 Price Target

NVIDIA Corporation (NASDAQ:NVDA) stock hit new all-time highs on Thursday with the company landing a new artificial intelligence deal with the United Arab Emirates. An Nvidia analyst sees the stock continuing to trade higher in the next 12 months as a leader in the AI sector.

Barchart

Nvidia Gets US Approval to Ship Chips to the UAE. Should You Buy NVDA Stock Here?

Nvidia stock inches higher as the Trump administration approves export of AI chips to the UAE. Cantor Fitzgerald sees NVDA shares climbing to $300 over the next 12 months.

Barchart

Nvidia Just Invested in xAI. Should You Buy, Sell, or Hold NVDA Stock?

Nvidia’s xAI investment extends its AI dominance, yet its sky-high valuation tests investors' nerves.

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As AI Demand Rises ‘Substantially,” CEO Jensen Huang Wants You to Keep Buying Nvidia Stock

The CEO of the most valuable company in the world sees no let-up in demand.

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Benzinga

Nvidia's Core Approach Is Enabling Broader AI Industry: Analyst

Nvidia (NASDAQ:NVDA) remains optimistic about the growth of its artificial intelligence infrastructure, with significant demand expected from hyperscalers, Neo-Clouds, and enterprises, as the company positions itself to dominate the AI accelerator market in the long term.

Benzinga

Direxion's QQQU, QQQD ETFs Foster A Diversified Approach To Magnificent 7 Speculation

Underneath the glitz of artificial intelligence, cloud computing and advanced mobility is an elite group of publicly traded innovators known as the Magnificent Seven. Earlier this summer, these powerhouse enterprises combined represented a record-breaking $19.4 trillion in market capitalization. Since then, the benchmark SP 500 has gained roughly 7%, demonstrating…

Benzinga

Nvidia's Middle East Play: How Gulf AI Ambitions Could Reshape US Semiconductor ETFs

The U.S. government's recent approval of Nvidia Corp’s (NASDAQ:NVDA) chip exports to the United Arab Emirates marks a significant milestone in global AI geopolitics, and a potential tailwind for investors in semiconductor and tech-focused ETFs. Under a bilateral AI agreement from May, the UAE will receive advanced Nvidia chips while…

Barchart

Is Nvidia Stock a Buy as AI Demand Soars?

Significant demand for AI compute and Nvidia’s leadership in AI hardware provide a solid base for future growth.

Barchart

Nvidia CEO Is Surprised by AMD’s OpenAI Equity Move: What’s in Store for NVDA Stock?

The market is speculating about Nvidia CEO’s blunt reaction to the AMD-OpenAI deal and Nvidia is in the spotlight again.

Benzinga

China Tightens Grip On Rare Earth Exports To Protect 'National Security' As Tech Giants Brace For Impact

China tightened its grip on the export of rare earth minerals and related technologies, escalating tensions with Washington ahead of an expected meeting between President Donald Trump and Chinese leader Xi Jinping later this month. China Says New Rules To Protect ‘National Security’ Foreign companies will need approval to export…

Benzinga

Nvidia CEO Jensen Huang Says He's 'Surprised' AMD Would Give Away 10% Of The Company In Its Deal With OpenAI: 'It's Clever, I Guess'

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang weighed in on Advanced Micro Devices, Inc.'s (NASDAQ:AMD) partnership with OpenAI, calling the move "imaginative" but "surprising."

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