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The Latest Breaking News from Nvidia

AMD’s AI Moment May Be Bigger Than Nvidia Investors Realize

AMD’s earnings beat highlighted a deeper shift inside AI infrastructure. The company’s growing role in inference computing may matter more than investors currently appreciate.

Barchart

'FOMO has proven a stronger incentive than poor stock performance': Goldman Sachs finds insecurity is a key part of the AI boom

Goldman Sachs looked at the giant data-center question from both sides of the equation — and shrugged.

Fortune

Nvidia invests $300 million in Corning to build three new US-based optical fiber plants — AI infrastructure deal would boost fiber production capacity by over 50%

Nvidia invests $300 million in Corning to help partners that deploy its hardware in the U.S. to get enough of optical fiber, grant Nvidia control over a significant chunk of domestic fiber production.

Tom’s Hardware

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Years in the Making, AMD’s Upside Movement Has Just Begun

Advanced Micro Devices upside is yet to be seen as its CPU and GPU strengths have just been revealed; expect acceleration to continue.

MarketBeat

Samsung Hits $1 Trillion Valuation — Stock Explodes As AI Chip Race Intensifies

Samsung Electronics became the second Asian firm after TSMC to reach a $1 trillion valuation as shares surged 15%, driven by record AI chip profits.

International Business Times UK

What to Know as Alphabet Looks Poised to Overtake Nvidia as World's Biggest Company

Alphabet’s full-stack AI strategy is helping it close the market cap gap with Nvidia. JPMorgan sees significant further upside in GOOGL shares through the remainder of 2026.

Barchart

Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30%

Low-Earth orbit satellite stock AST SpaceMobile leads a list of three names experiencing an uptick in insider selling during 2026.

MarketBeat

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Jensen Huang on why 'agentic' will rewire a $50 trillion economy: 'operated by robots, managed by more robots, and the entire factory is a robot'

The Nvidia CEO keeps showing up at ServiceNow's annual conference. The reason why explains the next decade of the AI economy.

Fortune

BlackBerry Rewrites Its Own Operating System

BlackBerry's successful software pivot is validated by strong earnings, a dominant position in automotive tech, and expansion into high-growth AI markets.

MarketBeat

Is the 'AI Bubble' a Myth? Why Tech Experts Say AI's Boom Is Just the Beginning

Nearly all Americans are already using AI and don't realize it. Massive private investment points toward continued growth and appealing investment opportunities.

Kiplinger

New 'Jesus-Centric' Phone Plan Blocks Porn, LGBTQ Content, and TikTok at the Network Level for $30

Radiant Mobile launched as the first US cell plan to permanently block pornography at the network level. A default filter also blocks LGBTQ content, with one man deciding what gets banned.

International Business Times UK

Supermicro CEO insists 'no one' beyond indicted employees were involved in alleged $2.5 billion smuggling scheme

CEO and Chairman Charles Liang said Supermicro’s relationship with vendors including Nvidia, AMD, Intel, and Broadcom was “strong” despite the accusations against a Supermicro cofounder. Supermicro stock rose 17% in after-hours trading.

Fortune

Best Dead as Disco graphics settings for no lag and max FPS

Smooth as butter.

Destructoid

Wall Street Is Chasing AI Again. It’s Not Too Late to Buy Nvidia Stock.

Even as competition rises, Nvidia’s scale, ecosystem, and performance leadership make it hard to dethrone.

Barchart

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TechRadar

'AI creates jobs': Nvidia CEO Jensen Huang once again says workers have nothing to fear

Nvidia CEO Jensen Huang says AI is the "United States’ best opportunity to re-industrialize".

Barchart

Investors Just Discovered BlackBerry’s Software Potential. The Stock Is Surging.

BlackBerry’s surge looks more like an early-stage re‑rating on a credible software and embedded‑systems thesis than a fleeting meme‑style pop.

Barchart

Cathie Wood Remains Convinced on CoreWeave After 78% YTD Rally in CRWV Stock

Wood invested and divested CoreWeave, as the stock is up 78.65% this year.

Fortune

ServiceNow just unveiled an AI workforce that can run your entire company: 'Enterprises need AI that senses, decides, and securely acts'

It's already doing it at Honeywell, Docusign and the city of Raleigh.

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International Business Times UK

Jeremy Grantham Warns Of Brutal Market Crash — Says Collapse Could Rival The Great Depression

Jeremy Grantham warns of a 'super-bubble' in the US stock market, suggesting a severe correction could occur. He highlights high valuations, AI-driven market surges, and political uncertainties as key factors.

Barchart

Why Meta Stock Is Objectively Cheap at Current Levels

Meta is currently trading at a P/E of 20, a valuation typical of mature industrial firms rather than tech leaders. While the market focuses on massive capex, it ignores the company's unprecedented distribution power and its potential to dominate AI for mainstream users.

PC Gamer

Nvidia confirms some user data may have been stolen in the Armenian GeForce Now breach, but not passwords

If you use GeForce Now in Armenia, it may be a good idea to change your password and activate 2FA.

MarketBeat

Monolithic Power Systems: AI Stock Beat, Raised and Upgraded Post-Earnings

Monolithic Power Systems has surged more than 70% in 2026, and analysts are calling for more gains after its latest earnings report.

Barchart

Nvidia Stock’s Growth Story May Not Be Over Yet

Nvidia stock has looked a lot more grounded over the last year compared to the kind of parabolic rally we saw in the preceding couple of years. Can NVDA stock still deliver good returns?

Tom’s Hardware

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware

Nvidia's Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.

International Business Times UK

Michael Burry Dumps GameStop — Warns $55.5bn eBay Takeover Is 'Road To Capitalist Hell'

Michael Burry criticizes GameStop's $55.5 billion bid for eBay, citing concerns over financing and strategic direction. He suggests alternative acquisition targets like Wayfair.

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