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The Latest Breaking News from NVDA

Google TPUs Are 'Cost-Effective Hedge,' Not Replacement For Nvidia, Strategist Says

Despite reports of Meta Platforms Inc. (NASDAQ:META) possibly shifting billions in AI hardware spending to Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google’s TPUs, one market strategist argues the move is a defensive tactic against supply shortages, not a sign of Nvidia Corp.‘s (NASDAQ:NVDA) ending dominance.

Benzinga

Google DeepMind Scientist Slams Market After Nvidia, AMD Stocks Tumble: 'Selloff Shows How Clueless The Market Is'

On Tuesday, a sharp dip in Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) sparked unexpected pushback from Google DeepMind researcher arguing the market still doesn't grasp the reality of exploding demand for AI hardware.

Benzinga

Nvidia Is A 'Generation Ahead,' But 'Delighted' For Google

Nvidia Corp. (NASDAQ:NVDA), the leader in AI hardware, issued a masterclass in competitive positioning on Tuesday by simultaneously praising rival Google while boldly reaffirming its own technological supremacy.

Benzinga

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Google, Meta Rises As Nvidia Sinks; AI ETFs Caught In A Rare Big-Tech Vs. Theme Trade Split

Alphabet Inc.’s (NASDAQ:GOOGL) sprint toward a $4 trillion valuation lit up Wall Street on Tuesday, yet AI-focused ETFs sat out the celebration. Google shares jumped on Tuesday following a report indicating that Meta Platform Inc. (NASDAQ:META) may use Google's AI chips in its data centers. A powerful year-long rally fueled by its sharpened…

Benzinga

Nvidia Stock Is Selling Off on Google-Meta Deal. Should You Buy the NVDA Dip Today?

Nvidia shares sink on reports Meta Platforms could soon switch to Google’s custom AI chips to power its AI data centers. But Cramer recommends sticking with NVDA stock for the long-term.

Barchart

Nvidia Eyes Worst Month Since 2022 — Will December Bring Relief Or More Pain?

Despite reporting one of the most spectacular earnings quarters in its history, NVIDIA Corp. (NASDAQ:NVDA) is on track to end November with its worst monthly performance in over three years, raising fresh questions about whether the chipmaker’s AI-fueled rally has hit a wall.

Benzinga

Nvidia Just ‘Dropped the Mic’ But Its Stock Dropped Too. How Should You Play NVDA Here?

Nvidia delivered record AI‑driven results and raised guidance. Yet, its richly valued stock sold off on profit‑taking and AI‑bubble jitters, creating a potential buy‑the‑dip setup for investors who believe the multi‑year AI capex cycle still has room to run.

Barchart

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Nvidia Denies Enron Comparisons: Newman Slams Bear Thesis On Accounting Issues As 'Garbage'

The CEO of Futurum Group, Daniel Newman, blasted the current wave of bearish sentiment surrounding Nvidia Corp. (NASDAQ:NVDA) on Tuesday, calling the theories that forced the chip behemoth to formally deny comparisons to historical frauds as “garbage.”

Benzinga

Bank of America Forecasts $40 EPS for Nvidia Stock in Just 5 Years. Should You Buy NVDA Here?

Nvidia is the largest company globally, yet NVDA stock trades at an attractive valuation in 2025, according to Bank of America.

Barchart

Ray Dalio Confirms the Market Is in a Bubble… But He Says It’s Not Time to Sell Nvidia Stock Yet

Dalio believes we are in a bubble, but it is yet to be pricked. Does this mean you should keep holding Nvidia?

Barchart

NVIDIA Nears Buy Zone as Rumors Swirl About China Chip Deal

NVIDIA may soon resume chip sales to China, offering a major upside to its already bullish stock forecast.

MarketBeat

5 Stocks In The Spotlight Last Week: Wall Street's Most Accurate Analysts Weigh In

U.S. stocks settled higher on Friday, with the Dow Jones index gaining more than 1% during the session as a wave of dovish comments from Federal Reserve officials flipped market expectations toward a rate cut next month.

Benzinga

Is The Market Now Just The Mag-7? Investors Call Tech Concentration A Major Risk

The AAII Sentiment Survey just confirmed what every investor scrolling X already suspected: a growing number of retail investors think the stock market has shrunk from 500 companies to… roughly seven. The "Mag-7" — Apple Inc (NASDAQ:AAPL), Amazon.com Inc (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG), Meta Platforms Inc (NASDAQ:META), Microsoft Corp…

Benzinga

NVDA, WMT, GOOG And More: 5 Stocks That Dominated Investor Buzz This Week

Retail investors talked up five hot stocks this week (Nov. 17-21) on X and Reddit’s r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.

Benzinga

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MarketBeat

MarketBeat Week in Review – 11/17 - 11/21

Markets sold off sharply this week despite blowout reports from NVIDIA and Walmart; and light trading volume next week means it may be another volatile week

Benzinga

Nvidia Stock Dips In November, But Gene Munster Says Potential H200 Approval In China Could Supercharge Growth

Despite a sharp pullback in Nvidia Corp‘s (NASDAQ:NVDA) shares this month, a potential policy reversal on U.S. chip exports to China could dramatically boost the company's outlook, according to Deepwater Asset Management's Gene Munster.

Barchart

With Earnings Behind It, Nvidia Stock Looks Ripe for Covered Calls

With the post-earnings rush behind it and price action flattening out, Nvidia may settle into a quieter, more predictable range. That backdrop is built for covered calls, a strategy that turns sideways action into income, helps cushion downside risk, and keeps long exposure in place.

Benzinga

Nvidia Stock Is Down 10% This Month: Is It Time To Buy The Dip?

Shares of Nvidia Corp. (NASDAQ:NVDA) have tumbled 10% so far in November, headed for their worst monthly performance since March despite record-breaking earnings and strong forward guidance, as investors reprice high-flying AI stocks.

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Nvidia’s Growth Engine Is Running Hot — Should You Get On Board?

Is Nvidia stock too pricey or still a bargain?

Benzinga

Nvidia Is Becoming The Operating System Of AI: 'We Run Everything,' Jensen Says

Nvidia Corp (NASDAQ:NVDA) didn't just clear another quarter — it quietly staked out a claim far bigger than GPUs or guidance. CEO Jensen Huang spent the third-quarter earnings call describing a platform that now underpins every major AI model. And he didn't need superlatives to make the point. He just described…

Barchart

Nvidia Stock Breaks 100-Day Moving Average on Q3 Earnings Selloff. Should You Buy the NVDA Dip?

Nvidia shares continue to sink despite strong earnings amid a broader tech stocks rout. Analysts explain why NVDA stock is worth owning on the pullback.

Barchart

Nvidia Is a Leader in AI Computing, But Is NVDA Stock a Buy Now?

Demand for AI compute remains high, and Nvidia continues to outpace competitors with faster upgrade cycles and stronger ecosystem support.

Benzinga

Nvidia At $20 Trillion Isn't Crazy, Says Kindig — It's A Logical Outcome Of AI Spend

I/O Fund’s CEO Beth Kindig has issued what may be the boldest valuation call of the AI era: Nvidia Corp (NASDAQ:NVDA) at $20 trillion by 2030.

Benzinga

Nvidia's Strong Earnings Despite AI Bubble Fears Spark Intrigue Toward REX Shares' Synthetically Leveraged NVDX ETF

Arguably representing the most anticipated financial disclosure of the year so far, Nvidia Corp (NASDAQ:NVDA) faced mounting headwinds. Not only was the competition heating up in the graphics processing unit (GPU) space, serious questions were starting to emerge about the business viability of artificial intelligence. While AI has become widely…

Benzinga

Nvidia CEO Jensen Huang Slams Market's Lacklustre Reaction To Blowout Quarter As AI Jitters Hit Stock: Report

In a recent company meeting on Thursday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang reportedly expressed his dissatisfaction with the market’s response to the company’s exceptional quarter.

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