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The Latest Breaking News from Nvidia

Costco, AMD, Recursion Pharmaceuticals, Cipher Mining And Snowflake: Why These 5 Stocks Are On Investors' Radars Today

On Wednesday, major U.S. indices closed mixed, with the Nasdaq rising 1.1% to 23,043.38 and the SP 500 slipping nearly 0.6% to 6,753.72. The Dow Jones Industrial Average was unchanged at 46,601.78.These are the top stocks that gained the attention of retail traders and investors through the day: Costco Wholesale…

Benzinga

Jensen Huang Wishes Nvidia Gave Elon Musk More Money For xAI: 'Want To Be Part Of' Everything He Does

NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang had praise for billionaire Elon Musk when asked about an investment in xAI on Wednesday.

Benzinga

S&P 500 Hits New Highs as Rally Resumes: Stock Market Today

Tech stocks were the biggest gainers on Wall Street today, with Nvidia and Dell making notable moves.

Kiplinger

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As Jeff Bezos Warns of an ‘AI Bubble,’ This Could Be the Safest Magnificent 7 AI Stock to Buy Now

Nvidia is an AI stock that continues to trade at a reasonable multiple in 2025, despite generating outsized returns over the last five years.

Barchart

Analysts Say Micron Has ‘More Room to Run.’ Should You Buy MU Stock Here?

Micron’s AI-fueled rally may not be done yet, but investors should weigh the memory boom’s upside against a potential cyclical cooldown.

Barchart

Nvidia Stock Got Rocked by AMD’s OpenAI Deal, But Wall Street Still Loves NVDA

Despite the recent downturn, Nvidia continues to find takers among the analyst community.

Barchart

Big Tech Earnings To Validate AI Spending Surge

Big Tech is gearing up for a blockbuster earnings season as surging enterprise demand for artificial intelligence propels growth across cloud giants, signaling what could be the next major leg of the AI investment boom.

Benzinga

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Intel's most powerful CPU ever may have been spotted - 86-core Granite Rapids-WS has a 4.8GHz base speed and will give AMD's ThreadRipper HEDT a run for its money

Intel Granite Rapids-WS engineering sample spotted online with 86 cores and 172 threads.

TechRadar

AMD Stock Is Soaring on an OpenAI Deal, But Analysts Still Think It Can Climb 35% From Here

AMD stock gained more than 20% on Monday, following its partnership with OpenAI, which is expected to significantly widen the chipmaker's revenue base.

Barchart

Is there an AI bubble? Financial institutions sound a warning

Financial institutions are raising concerns about a potential AI investment bubble

The Independent UK

Bank of England on AI mania: ‘Stretched’ stock valuations ‘comparable to the peak of the dotcom bubble’

The top five members of the S&P 500 command nearly 30% of market share, a record high for any point over the past 50 years.

Fortune

The AI valuation bubble is now getting silly

The broad parallels are genuinely close to the madness of the late-1990s dotcom bubble

The Guardian - UK

Unusual Activity in Advanced Micro Devices Options Highlight Investors' Enthusiasm - But Is AMD Stock at a Peak?

Today, a large volume of call options in AMD stock traded after Advanced Micro Devices announced a major deal with OpenAI on Oct. 6. AMD shot up 28.5% and it's up 6% again today. Investors are bullish on its upside.

Barchart

Can AMD Stock Keep Flying After an 85% Takeoff?

AMD’s long-term catalysts are compelling. However, after a 76% rally, AMD isn’t cheap.

Barchart

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Benzinga

The AI Blob: Capitalism's New Feeding Frenzy

If you want to see capitalism at its most feverish, forget crypto or meme stocks. The new mania has a more respectable name: AI Infrastructure. Data centers, mazes of silicon and cooling coils, are devouring every spare dollar, pound of copper and parcel of land they can find.

Fortune

Jensen Huang shrugs off Trump’s $100K visa fee, says Nvidia will foot the potential $147 million bill anyway: ‘Legal immigration remains essential’

Huang said the “miracle of Nvidia” wouldn’t be possible without immigration.

MarketBeat

AMD and OpenAI: A Partnership That Just Redrew the AI Map

AMD's landmark partnership with OpenAI validates its AI technology and redefines its long-term growth potential in the competitive semiconductor industry.

Benzinga

AI Party Is Not Over, Goldman Sachs Issues Top Picks

Goldman Sachs is doubling down on artificial intelligence, highlighting infrastructure and data management as prime investment opportunities despite market concerns over high valuations.

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news in one place.

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Benzinga

CoreWeave Turns $50 Million Convertible Notes Into $12.5 Billion AI Jackpot For This Hedge Fund (CORRECTED)

Editor's Note: This article has been updated for accuracy and clarity.

inkl

Nvidia Invests $5B in Intel: A Strategic Bet to Reshape the CPU-GPU Market

On September 18, the tech market was abuzz with historic news: Nvidia announced a $5 billion investment in Intel. Furthermore, the companies announced the start of joint development of x86-compatible processors.

Benzinga

Jensen Huang Drops Bombshell Warning: Nvidia's Guidance Assumes 'China Zero' — Says US Could 'Hurt American Companies Worse' With Total Tech Ban

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang stated in a recent interview with CNBC’s Jim Cramer that the AI chip giant's financial guidance already accounts for zero revenue from China.

Tom’s Hardware

Nvidia reportedly signs another blockbuster AI supply deal, this time with Elon Musk's xAI — investment will support $20 billion Colossus 2 Memphis project

Elon Musk’s AI venture xAI is preparing to raise roughly $20 billion through a mixture of equity and debt, with Nvidia playing a central role in the funding structure and chip supply.

Benzinga

OpenAI, Nvidia And Oracle Building A High-Tech House Of Cards? Expert Warns 'Infinite Money Glitch' Could Trigger AI-Led Job Losses And Market Chaos

A critical examination of the AI industry’s financial mechanics, dubbed the “AI Infinite Money Glitch,” is raising alarms among financial analysts and tech critics.

International Business Times UK

Elon Musk's xAI Set For $20B Cash Surge — Nvidia Chips At The Heart Of His AI Dream

Elon Musk's xAI is set to secure a massive $20 billion in new funding, with Nvidia playing a pivotal role as both investor and supplier. The deal underscores how crucial Nvidia's chips are to Musk's ambitions to build one of the world's most powerful AI supercomputers.

Benzinga

Elon Musk Questions OpenAI's 'Nonprofit' Status After $500 Billion Valuation, Nvidia's $100 Billion Deal And AMD Stake

Earlier this week, Elon Musk reignited his criticism of OpenAI's corporate structure after a post highlighted the company's soaring valuation and deep partnerships with tech giants like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD).

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