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The Latest Breaking News from Nvidia

Jensen Huang Says Nvidia's Products Irreplaceable As Broadcom And Marvell Push Custom ASIC Chips To Challenge GPU Dominance: Here's Why

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang defended the company's dominant AI GPU platform, saying its full-stack architecture, ecosystem reach and performance-per-watt leadership make it irreplaceable, even as rivals Broadcom Inc. (NASDAQ:AVGO) and Marvell Technology Inc. (NASDAQ:MRV) ramp up custom AI chip production to challenge its market position.

Benzinga

Asian shares are mixed after US stocks creep higher ahead of Nvidia earnings report

Asian shares are mixed after modest gains on Wall Street lifted the S&P 500 to another all-time high ahead of computer chip maker Nvidia's highly anticipated earnings report

The Independent UK

Trump's First-Term Ban On EUV Tools Stalled Huawei, SMIC, Cambricon — Now China's Chip Factories Are Roaring Back, Warns David Sacks

White House-appointed “Crypto Czar” David Sacks warned Wednesday that Chinese semiconductor manufacturers are surging back despite previous export controls, citing new production data showing China’s chipmakers planning to triple artificial intelligence processor output.

Benzinga

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Jensen Huang Declares 'A New Industrial Revolution Has Started': Sees 100x To 1000x Compute Demand Surge — $3–$4 Trillion 'Opportunity' For Nvidia

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, announced an optimistic vision for the future of artificial intelligence during the company’s second-quarter earnings call on Wednesday.

Benzinga

Bitcoin Holds Steady While Ethereum, Dogecoin, Solana Climb: Analyst Says Altcoins Could Rally 20%-30% If ETH Does This

Bitcoin stalled, but leading altcoins rose on Wednesday, even as investors assessed Nvidia Corp. (NASDAQ:NVDA) earnings.

Benzinga

Nvidia Stock Slips Over 3% After Q2 Report — Gene Munster Says Street's Underestimating Company, Dan Ives Notes Demand For AI Chips 'Not Slowing Down

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) reported better-than-expected second-quarter results. Still, shares dipped in after-hours trading as Wall Street analysts said investors may be missing the chipmaker's longer-term AI growth story.

Benzinga

Chip giant Nvidia’s sales rise 56% in boost for AI boom

US chipmaker reports revenue of $46.74bn for second quarter, defying fears that AI may be overhyped.

Al Jazeera

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Nvidia, CrowdStrike, Snowflake, CoreWeave, Polestar Automotive: Why These 5 Stocks Are On Investors' Radars Today

Wall Street experienced a day of cautious trading as major indices showed little change by midday. Investors eagerly awaited the second-quarter earnings report from NVIDIA, which has been a key player in the recent rally that propelled the SP 500 to near-record highs.

Benzinga

Peter Thiel Once Said Elon Musk And Mark Zuckerberg Are Convincing, But Jensen Huang's Nvidia Is The Real AI Race Winner Because Of This One Reason

Billionaire investor Peter Thiel once said that he won't choose between Elon Musk, Sam Altman or Mark Zuckerberg in the AI race, but argued that Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) was dominating the hardware layer—a feat made possible because, ironically, only a few talented founders pursued semiconductors after the early…

Benzinga

AMD's next-gen flagship GPU could rival Nvidia's mighty RTX 5090 - and I couldn't be more excited

Disappointed AMD doesn't have a high-end GPU anymore? Rumors seem to be aligning around a powerful next-gen Radeon flagship.

TechRadar

AI Giant Nvidia Beats Earnings Expectations But Shares Fall

AI powerhouse Nvidia reported quarterly earnings Wednesday that beat expectations, but shares slipped amid concerns about an AI chip spending bubble and the company's stalled business in China.

International Business Times

With market on edge over AI bubble, chip stocks shudder as investors send Nvidia down 3% despite 56% growth in data center revenue

Investors had extremely high expectations for Nvidia’s data center division, with forecasts set at $41.3 billion.

Fortune

Nvidia earnings beat Wall Street’s sky-high expectations, but the stock is falling because ‘there were no H20 sales to China-based customers’

“Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary,” CEO Jensen Huang said.

Fortune

Nutanix Stock Slides After Q4 Earnings Report

Nutanix Inc. (NASDAQ:NTNX) released its fourth-quarter results after Wednesday's closing bell. Here's a look at the details in the report.

Benzinga

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The Independent UK

A look at Nvidia's latest results and its prominence in the stock market, by the numbers

Nvidia reported a 56% increase in second-quarter revenue Wednesday and a 59% rise in net income compared to a year ago

Benzinga

Nvidia Q2 Earnings Highlights: Double Beat, $60B Share Buyback, Huang Says 'AI Race Is On' (CORRECTED)

Editor's Note: This article has been updated to correct the price action data.

Barchart

Jensen Huang Loves Taiwan Semiconductor. Should You Buy TSM Stock Here?

With Nvidia CEO Jensen Huang’s soaring confidence in TSMC, should investors see this as the perfect moment to jump on TSM stock?

Barchart

S&P 500 Posts a Record High on Nvidia Earnings Optimism

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up by +0.24%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up by +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +0.17%. September E-mini S&P futures (ESU25 ) rose +0.20%, and September...

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Kiplinger

Stocks Edge Higher With Nvidia, Fed in Focus: Stock Market Today

The AI bellwether reports earnings after today's close, while Wall Street is keeping a cautious eye on President Trump's attacks against the Fed.

Benzinga

Wall Street Has No Fear—But A Shocking Selloff Could Be Lurking

Wall Street is charging ahead with unshakable confidence. The SP 500 has soared 35% to new record highs since April's lows and Nvidia Corp. (NASDAQ:NVDA) has doubled in value.

Benzinga

Bitcoin, Ethereum, XRP, Dogecoin Up As Market Awaits Nvidia Earnings

Cryptocurrency markets are trading higher ahead of Nvidia’s earnings report.

Tom’s Hardware

Anthropic forms new security council to help secure AI's place in government

Anthropic has built a reputation as the safety-first AI lab, but its latest move makes clear that it’s just as serious about chips as cloud capacity.

TechRadar

China could move away from Nvidia AI chips quicker than expected after brash 'addiction' comments from US Commerce Secretary

Political comments triggered China’s Nvidia clampdown, highlighting fragile diplomacy, rising domestic chip promotion, and the rapid acceleration of global decoupling.

Barchart

This ‘Stealth’ AI Stock Is an Even Better Buy Than Palantir or Nvidia

Primoris Services stock has surged in 2025 as data center growth and AI infrastructure demand fuel earnings momentum.

The Guardian - US

Nvidia sets fresh sales record amid fears of an AI bubble and Trump’s trade wars

Despite surpassing Wall Street expectations for its AI chips, company shares drop 2.3% in after hours trading

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