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The Latest Breaking News from Nvidia

Why Investors Are Suddenly Watching Nebius Stock Closely

Nebius stock reveals an early signal of a massive cloud opportunity.

Barchart

Dow Gains 664 Points as Rate-Cut Hopes Rise: Stock Market Today

Markets are pricing in higher odds for a December rate cut, fueling a major rally in stocks ahead of the Thanksgiving holiday.

Kiplinger

Will the S&P 500 Rally in December? These 3 Signals Point to a Big Move Ahead

The S&P 500 is set up to rally in December as macroeconomic headwinds ease and the AI trade is reignited. A new high may be set before year's end.

MarketBeat

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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

CoreWeave (CRWV) Stock Is Sliding Tuesday: Here's The News Unsettling Investors

CoreWeave Inc (NASDAQ:CRWV) shares are trading lower on Tuesday afternoon, caught in the crossfire of a potential shift in the AI hardware market. Here’s what investors need to know.

Benzinga

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

As Microsoft Partners Up with Nvidia and Anthropic, Should You Buy, Sell, or Hold MSFT Stock?

Microsoft is poised to benefit from large partnerships with two of the largest and most important AI startups of our time.

Barchart

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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

5 Fintechs To Consider Selling As The Market Stays Frothy

The AI gold rush returned with a flourish last week as solid earnings from NVIDIA and Google's Gemini 3 calmed jittery investors. However, two big up days don't make a rally, and the large trading ranges in major indices usually aren't signs of a confident market.

Benzinga

Get Out of Your Cave and Out onto the Field, Says Wedbush. The AI Game for NVDA Stock Is Still a ‘Field of Dreams.’

Dan Ives reiterated that Jensen Huang is the Godfather of AI and that the AI thesis is still only in the third inning, as NVDA Q3 results were seen as defeating the bear thesis.

Barchart

Small Caps, Pharma Surge As AI Rotation Broadens, Nvidia Tumbles: What's Moving Markets Tuesday?

Wall Street's sector rotation entered full throttle Tuesday, with investors pouring into previously overlooked corners of the market amid an AI-driven shift that now favors undervalued small caps and defensive names such as health care.

Benzinga

Markets wipe $250 billion off Nvidia as they digest Google's revenge, with Gemini 3 emerging as 'current state-of-the-art'

What if AI’s version of Google turns out to be…Google?

Fortune

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Barchart

Stocks Pare Drop as Fed Rate Cut Expectations Improve

The S&P 500 Index ($SPX ) (SPY ) today is up by +0.06%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up by +0.62%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.60%. December E-mini S&P futures (ESZ25 ) are up +0.04%, and December...

TechRadar

Solar-powered iLamp turns the humble lamppost into an AI hub

A British firm’s solar-powered smart streetlight could help solve AI’s growing energy and emissions problem by turning lampposts into decentralized data centers.

Benzinga

Oracle And Nvidia Team Up To Power Abu Dhabi's Push For 'Sovereign AI'

Oracle Corp (NYSE:ORCL) is supercharging its Abu Dhabi cloud region with the Middle East's first Nvidia Corp (NASDAQ:NVDA)-powered Oracle Cloud Infrastructure (OCI) Supercluster.

Benzinga

AMD Stock Tanks Amid Shifting Sands In Semiconductor Space

Advanced Micro Devices, Inc. (NASDAQ:AMD) shares are tumbling Tuesday. A report indicated that Meta Platforms, Inc (NASDAQ:META) may use Google’s AI chips in its data centers.

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news in one place.

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Barchart

Stocks Fall Back as Nvidia Drags Chip Makers Lower

The S&P 500 Index ($SPX ) (SPY ) today is down by -0.35%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up by +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.04%. December E-mini S&P futures (ESZ25 ) are down -0.40%, and December...

Fortune

'Are you insane?': Billionaire CEO Jensen Huang blasts Nvidia managers who are 'telling their people to use less AI'

Huang said Nvidia employees should use AI until it can address every need of theirs, "because we have the power to do so."

Windows Central

The latest Windows 11 update tanked PC gaming performance — but NVIDIA has already issued a fix

NVIDIA confirmed Windows 11’s October 2025 Update caused major FPS drops on some GPUs, but a new hotfix driver is already rolling out to restore performance.

The Guardian - US

Europe loosens reins on AI – and US takes them off

EU and US unshackle regulations in quest for growth, and is the AI bubble about to burst? Not yet, says Nvidia

Benzinga

Jim Cramer Says Broadcom Is The 'Most Likely Winner' In Potential Google-Meta TPU Chip Deal

Jim Cramer, the host of CNBC’s “Mad Money,” has suggested that Broadcom Inc. (NASDAQ:AVGO) is poised to be the primary beneficiary of a potential deal between Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms Inc. (NASDAQ:META).

Tom’s Hardware

Billion-dollar AI chip deal between Google and Meta could be on the cards — would involve renting Google Cloud TPUs next year, outright purchases in 2027

Rumors of a deal brewing between Google and Meta could be worth billions. The social-media giant is said to be keen to rent and buy Google's AI chips starting as soon as 2026, and could help Google expand its share of the AI chip business considerably.

Euronews

Nvidia shares slip as AI accelerator race shifts interest to Google chips

A report that Meta may shift billions in AI spending towards Google’s custom chips sent Nvidia shares lower, signalling early signs of a potential shake-up in the company’s near-monopoly of the AI hardware market.

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