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The Latest Breaking News from Nvidia

Most of Oracle's surging revenue is coming from a $300 billion deal with OpenAI. Plus: Tucker Carlson grills OpenAI's Sam Altman, Klarna's IPO pops, and Microsoft goes back to the office.

Fortune

Tech Stocks Top 2000 Dot-Com Bubble Peak, Now Dominate 37% Of US Market As Nvidia, Meta And Alphabet Lead 5-Year Mag 7 Rally

Technology's dominance on Wall Street has reached unprecedented levels, with the sector now representing 37% of the entire U.S. stock market, surpassing even the height of the dot-com bubble as mega-cap names like Nvidia Corp. (NASDAQ:NVDA), Meta Platforms, Inc. (NASDAQ:META) and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) lead a five-year rally.

Benzinga

Nvidia's biggest customers are lining up to take it down using ASICs and Broadcom could be the winner of that battle

Broadcom secures fourth custom XPU client, believed to be OpenAI, joining Meta, Google and ByteDance in turning to ASICs to reduce reliance on Nvidia GPUs.

TechRadar

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AMD Megapod set to face Nvidia's Superpod with a 256-GPU rack full of Instinct MI500 chips

AMD’s planned MegaPod may feature 256 MI500 GPUs in a three-rack design, targeting high-performance computing against Nvidia’s SuperPod.

TechRadar

Your $2,000 PC just got jealous — RTX 5080-class power comes to GeForce NOW

NVIDIA GeForce NOW’s RTX 5080-class upgrade adds cinematic streaming, DLSS 4, Install-to-Play, and faster gaming across devices.

Windows Central

Dow Jones Futures Rise, CPI Inflation Data Due After Oracle Triggers Nvidia, GE Vernova Buy Signals

Oracle fueled AI stocks Wednesday, with Nvidia and GE Vernova leading new buys. But the stock market had a lackluster day.

Investors Business Daily

Chinese Companies Still Want Nvidia Chips. Does That Make NVDA Stock a Buy Here Below $180?

Despite Beijing’s push for domestic alternatives, Chinese tech giants like Alibaba and ByteDance remain eager for Nvidia chips, raising the question of whether NVDA stock is a buy below $180.

Barchart

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Oracle's Exceptional Backlog Confirms Its Role As Key AI Enabler: Analyst

Oracle (NYSE:ORCL) shares jumped after the company reported first-quarter results, driven by stronger-than-expected growth in its cloud and AI infrastructure business and a record backlog of multi-billion-dollar contracts, highlighting its expanding role in the rapidly growing AI market.

Benzinga

'An impressive little GPU': Reviewers surprised by Intel Arc Pro B50 GPU's superior display against Nvidia's RTX A1000

Intel’s Arc Pro B50 delivers unexpected workstation performance, outpacing Nvidia’s A1000 in AI, rendering, and creative workloads for $350.

TechRadar

Forget QQQ: This ETF Marries the Magnificent 7 and Communications

Investors love QQQ, but its Magnificent Seven concentration is risky. The XLC also provides exposure to those stocks, but with a better balance.

MarketBeat

$142 upgrade kit and spare modules turn Nvidia RTX 4090 24GB to 48GB AI card — technician explains how Chinese factories turn gaming flagships into highly desirable AI GPUs

Russian technician VIK-on shows how to upgrade the GeForce RTX 4090's 24GB memory to 48GB in a new YouTube video.

Tom’s Hardware

Nebius and Microsoft to collaborate on multi-billion AI infrastructure agreement

Microsoft will use Nebius for AI infrastructure in a $17-19bn deal lasting until 2031.

TechRadar

With vapor-chamber cooling, ray-tracing, tensor cores and a high-refresh screen, the iPhone 17 Pro sounds like a premium gaming PC, but I'll stick with my trusty old Steam Deck, thanks

Is it just me or is a vapor chamber in an iPhone a bit silly?

PC Gamer

Why Nvidia Is Getting 'Butt-Kicked' By Gold Miners: Larry McDonald

In the cutthroat arena of Wall Street, where tech titans like Nvidia Corp (NASDAQ:NVDA) once reigned supreme with AI-fueled rocket rides, a gritty gang of gold miners is now delivering a merciless pummeling. Market guru Larry McDonald, the sharp-tongued founder of The Bear Traps Report and New York Times bestselling…

Benzinga

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Investors Business Daily

Quantum Computing Stocks: Nvidia's Growing Appetite For Startup Investments

Nvidia's venture capital arm has invested in PsiQuantum and QuEra. Quantum computing stocks have been volatile in 2025 amid controversy.

TechRadar

I've reviewed more gaming laptops than I can remember, but the new Razer Blade 14 is the only gaming laptop I’d happily carry everywhere

The Razer Blade 14 (2025) is one of the best thin and light gaming laptops you're going to find today, assuming you can afford its premium price.

Benzinga

What's Going On With Nvidia Stock Wednesday?

Nvidia (NASDAQ:NVDA) and its semiconductor peers gained on Wednesday after Oracle’s (NYSE:ORCL) upbeat quarterly results and strong cloud guidance signaled surging artificial intelligence infrastructure demand that could boost graphics processing unit sales.

Benzinga

Cramer Flags Oracle Rally As 'Strange,' Says Nvidia And AMD Aren't Getting Any Love

Oracle Corp. (NYSE:ORCL) may be one of Wall Street's hottest AI bets, but CNBC's Jim Cramer says something isn't adding up. Despite Oracle's stock strength, chipmakers that would logically benefit from the company's data center growth, like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD), are barely moving.

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PC Gamer

AMD candidly admits 'we charge more for our CPUs than our competitor' and that 'customers feel good about the price'

Doesn't bode well if AMD manages to take the fight to Nvidia in the GPU market.

PC Gamer

I've been testing Nvidia GeForce Now's RTX 5080 upgrade against an actual RTX 5080 and the two feel eerily close—although 4K streaming invokes the occasional wobble

Even with the odd glitch, I'll admit I've been seriously impressed.

Tom’s Guide

I just tried the upgraded GeForce Now cloud gaming — and I'm seriously impressed

Nvidia just updated its GeForce Now cloud-based gaming platform with RTX 5080 performance, sharper resolution, and a larger game library.

TechRadar

Nvidia's GeForce Now RTX 5080 Ultimate membership is so good on my Lenovo Legion Go S, that I'm afraid it'll make my handheld's hardware obsolete

Cloud gaming has never been on my radar, but with a reliable internet connection, Nvidia's upgraded RTX 5080 plan makes it seem like GeForce Now is the future of gaming.

Benzinga

AI Data Center Spending By Nvidia, Microsoft And Other 'Mag 7' Titans Is Squeezing S&P 500 Share Buybacks, Goldman Sachs Warns

The race among the “Magnificent Seven” tech giants to construct large AI data centers is having an unforeseen effect on share buybacks, a recent Goldman Sachs report reveals.

Investors Business Daily

Nvidia Couldn't Make It 3 In A Row — But This S&P 500 Stock Did

While Nvidia fell off the list of new buys by top funds, Capital One stock returned for a third time as it eyes a breakout.

Tom’s Hardware

Nvidia’s latest RTX Remix update brings path-traced particles to classic games — major overhaul promises 'tens of thousands' of particles without significant performance reduction

Nvidia’s modding platform for retrofitting classic games with ray tracing has just had a huge overhaul, with updates including an "advanced path-traced particle system."

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