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The Latest Breaking News from Nvidia Corp

Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets

South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.’s (NASDAQ:NVDA) top memory supplier. But despite this listing, Futurum Equities’ Chief Market Strategist Shay Boloor is sticking with domestic rival Micron Technology Inc. (NASDAQ:MU), citing structural instability in the Korean…

Benzinga

Qualcomm's Edge AI Push Could Fuel the Next Leg Higher for Semiconductor ETFs

For much of the AI boom, semiconductor ETFs have been driven by a handful of names led by Nvidia Corp (NASDAQ:NVDA). But Qualcomm’s growing role in edge AI is giving ETF investors another avenue to play the artificial intelligence theme as the industry expands beyond data centers.

Benzinga

Michael Burry Rejects Claims He Was Wrong on Nvidia, Tesla and Housing Bets

The ‘Big Short’ Investor Michael Burry on Sunday disputed claims that several of his past market calls, including ones on Nvidia Corp. (NASDAQ:NVDA), Tesla Inc. (NASDAQ:TSLA) and another U.S. housing market crash, had proved wrong after an X account challenged his investing record.

Benzinga

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SOXX ETF's Worst 2-Day Drop in Over a Year: These 3 Chip Stocks Now Screen with 50% Upside

The hottest trade of 2026 is showing cracks.

Benzinga

Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'

Venture capitalist Chamath Palihapitiya recently joked that there are “no jobs left” in the age of artificial intelligence (AI). This comes as recent developments at major U.S. corporations prove otherwise: Nvidia Corp. (NASDAQ:NVDA) and Corning Inc. (NYSE:GLW) are adding thousands of manufacturing roles to build AI infrastructure, while Ford Motor…

Benzinga

Nvidia, Tesla, Caterpillar: ETFs Most Exposed to Michael Burry's New Shorts

Michael Burry, the investor best known for predicting the 2008 housing market collapse, has taken aim at some of Wall Street’s biggest AI winners, raising fresh questions for ETF investors heavily exposed to the trade. His latest regulatory filing revealed bearish positions against Nvidia Corp (NASDAQ:NVDA), Caterpillar, Inc. (NYSE:CAT), Tesla,…

Benzinga

Caterpillar Is Trading Richer Than Nvidia—And It's Selling Bulldozers

Wall Street’s AI boom has produced some eye-popping winners over the past two years, but one of its most surprising may not be a chipmaker at all. It is Caterpillar Inc. (NYSE:CAT). Known for its bulldozers, excavators and heavy construction equipment, Caterpillar now trades at a richer earnings valuation than…

Benzinga

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Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecks

Nvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collaboration with Taiwan Semiconductor Manufacturing Co. (TSMC), as the U.S. tech giant seeks to address data transmission and power consumption challenges in AI data centres, according to a report by Focus Taiwan.

The Economic Times

AI wins have Alphabet poised to become world’s biggest company

Alphabet Inc. is rapidly closing in on Nvidia Corp. for the title of the world's largest company. Alphabet's strong presence in AI, from search to cloud and its own AI models, positions it for significant growth. Investors see Alphabet's diversified business as a key advantage.

The Economic Times

NVIDIA vs Intel Stock Battle 2026: AI Leader or Turnaround Star – Which to Buy Now?

As investors weigh semiconductor giants amid the ongoing artificial intelligence boom, NVIDIA Corp. stands out as Wall Street's clear favorite heading into the second half of 2026, with analysts projecting 30-40% upside while urging caution on Intel Corp. despite its recent share-price surge.

International Business Times

Nvidia Stock Buy or Sell in 2026: AI Dominance Fuels Strong Buy Consensus Despite High Valuation

Nvidia Corp. remains one of the most compelling yet polarizing investment stories in 2026, with Wall Street analysts overwhelmingly recommending investors buy shares of the AI chip leader even as the stock trades at elevated valuations following massive gains driven by insatiable demand for its GPUs.

International Business Times

NVIDIA Stock Surges 3% as AI Demand Eases Geopolitical Fears Amid Strong Blackwell Momentum

NVIDIA Corp. shares jumped more than 3% in morning trading Tuesday, climbing toward $170.80 as investors welcomed signs of potential de-escalation in the U.S.-Iran conflict and bet on continued explosive demand for the company's artificial intelligence chips.

International Business Times

Nvidia CEO Jensen Huang Declares 'We Have Achieved AGI,' Sparking Debate Over Definition

Nvidia Corp. CEO Jensen Huang stunned the technology world Monday by declaring that artificial general intelligence — long considered the holy grail of AI — has already been achieved, telling podcaster Lex Fridman "I think it's now. I think we've achieved AGI."

International Business Times

NVIDIA Stock Dips After Blockbuster Earnings as Investors Digest Massive Growth and Next-Gen AI Roadmap

NVIDIA Corp. shares pulled back in recent trading despite the company posting record-breaking fiscal 2026 results and issuing upbeat guidance, as Wall Street parsed details on capital allocation, China export dynamics and the rapid evolution of AI infrastructure demand.

International Business Times

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Benzinga

US Arrests Chinese Duo In Nvidia Chip Smuggling Scheme As Trump Loosens China Export Rules

Two Chinese nationals have been arrested by the U.S. Justice Department for allegedly smuggling Nvidia Corp (NASDAQ:NVDA) chips to China.

Benzinga

Nvidia, SoftBank Target 'Robot Brain' Maker In Potential $14 Billion Deal

SoftBank Group Corp.(OTC:SFTBF) (OTC:SFTBY) and NVIDIA Corp (NASDAQ:NVDA) are in talks to back a major new funding round for a fast-growing robotics artificial intelligence company, highlighting rising investor interest in the sector.

Benzinga

Millionaire YouTuber Hank Green Warns Gen Z About Nvidia Exposure, Outlines Portfolio Shift To Protect Against AI Bubble Risks

YouTube veteran Hank Green has publicly disclosed significant changes to his retirement portfolio, moving away from broad market tracking to avoid what he describes as a speculative AI bubble driven by tech giants like Nvidia Corp. (NASDAQ:NVDA).

Benzinga

Nvidia, Google, Amazon And MediaTek Demand Is Making TSMC Turn To Partners: Report

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly facing overwhelming demand for its Chip on Wafer on Substrate or CoWoS advanced packaging technologies as companies including Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.com Inc. (NASDAQ:AMZN) and MediaTek race to secure capacity for next-generation AI chips.

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Benzinga

Michael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers (UPDATED)

Editor’s Note: This story has been updated to provide additional clarity on Nvidia GPU dies shipped in 2025.

Benzinga

Nvidia's Jensen Huang Reveals He Helped Elon Musk Build Model S Computer, FSD Hardware

Chipmaker Nvidia Corp's (NASDAQ:NVDA) CEO Jensen Huang recalled the company's long-standing collaborations with Tesla Inc. (NASDAQ:TSLA) and CEO Elon Musk.

Benzinga

Baidu Wants To Become China's Nvidia — But Can It Outrun Its Own Numbers?

Baidu Inc (NASDAQ:BIDU) isn't trying to evolve. It's trying to reinvent itself. Once defined by search and ad revenue, the company is now positioning as China's answer to Nvidia Corp (NASDAQ:NVDA).

Benzinga

Anthropic CEO's View 'Hasn't Changed' On Nvidia Chip Sales To China Despite Recent Partnership: 'This Isn't Personal. This Is...'

Anthropic CEO Dario Amodei reiterated his position on the sale of Nvidia Corp’s (NASDAQ:NVDA) chips to China, citing national security concerns.

Benzinga

'Big Short' Michael Burry Revisits His Viral 'Sell' Call: '/Meme Corrected'

Famed investor Michael Burry, best known for his prescient bet against the housing market before the 2008 financial crisis and his call against Nvidia Corp. (NASDAQ:NVDA) and Palantir Technologies Inc. (NASDAQ:PLTR) in 2025, offered a rare retrospective on Friday regarding his volatile market commentary from early 2023.

Benzinga

Why Palantir And Nvidia's Infrastructure Move Matters More Than Any Model

The AI boom has obsessed over model size and chip launches, but Palantir Technologies Inc's (NASDAQ:PLTR) new partnership with Nvidia Corp (NASDAQ:NVDA) and CenterPoint Energy Inc (NYSE:CNP) reframes the real issue driving the next phase of AI growth. In announcing Chain Reaction, an initiative aimed at accelerating energy and compute…

Benzinga

Nvidia CEO Huang Blasts Proposed State AI Laws Moments After Trump Meeting

America’s escalating chip crackdown on China took center stage this week, drawing sharp warnings from Nvidia Corp (NASDAQ:NVDA) chief Jensen Huang and investors who say U.S. policy could redefine the future of the semiconductor industry.

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