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The Latest Breaking News from Nvidia

Dan Loeb's Third Point Bets Big On AI, Tech With $442 Million Nvidia Stake—Exits Energy, Steel In Q2 Portfolio Overhaul

Third Point LLC, the hedge fund led by billionaire investor Dan Loeb, has significantly reshaped its portfolio in the second quarter of 2025, doubling down on artificial intelligence and technology with a massive $442.37 million stake in Nvidia Corp., according to its latest 13F filing.

Benzinga

Dan Ives Predicts 'Flex The Muscles' Nvidia Earnings Moment And Gene Munster Bets On Robotics Boom Amid Q3 Guidance Skepticism

Nvidia Corp. (NASDAQ:NVDA) is set to report earnings on Aug. 27, and while some analysts warn its outlook for the next quarter could fall short of lofty expectations, bullish voices like Wedbush's Dan Ives and Deepwater's Gene Munster say the AI powerhouse is only getting started.

Benzinga

Jensen Huang Wants To Know If CC Wei Is 'Still Paying For Dinner' As Nvidia And TSMC CEO's Discuss High-Stakes China-Specific AI Chips

Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang's trip to Taiwan for high-stakes talks with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) CEO CC Wei was punctuated by playful banter over dinner.

Benzinga

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Nvidia, Tilray, Offerpad, Interactive Brokers And Keurig Dr Pepper: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks closed lower on Monday, with the Dow Jones Industrial Average slipping almost 0.8% to 45,282.47, the SP 500 easing 0.4% to 6,439.32, and the Nasdaq finishing 0.2% lower at 21,449.29.These are the top stocks that gained the attention of retail traders and investors throughout the day. Nvidia Corporation…

Benzinga

Nvidia Rally Meets Moment Of Truth: What It Means For Tech ETFs

Nvidia Corp. (NASDAQ:NVDA), trading just two percentage points below its all-time high, has emerged as a catalyst for large ETFs ahead of its earnings announcement on Wednesday. With the AI sweetheart having contributed a staggering $2 trillion in market capitalization gains since April, the stock is a behemoth mover of tech- and…

Benzinga

95% of corporate AI pilots are flopping — MIT just said the quiet part out loud

Billions of dollars are being poured into AI development, but most pilot programs don't succeed.

Windows Central

Stocks Settle Lower as Bond Yields Rise

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down by -0.43%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down by -0.77%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -0.31%. September E-mini S&P futures (ESU25 ) fell -0.37%, and September...

Barchart

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Stocks Struggle to Start Nvidia Week: Stock Market Today

Another important week for the stock market starts on a risk-off note.

Kiplinger

A $10 Billion Reason to Buy This Quantum Computing Stock Now

Honeywell's quantum computing subsidiary has seen its valuation double in just 18 months.

Barchart

Just what sort of GPU do you need to run local AI with Ollama? — The answer isn't as expensive as you might think

If you're looking at your PC and wondering what sort of GPU you might need to power local LLMs, the good news is it doesn't have to be as expensive as you think. Allow me to explain.

Windows Central

Nvidia To Rally Around 19%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Nvidia Q2 Earnings Preview: Can Jensen Huang Lead NVDA Stock, Broader Market to New Highs?

Nvidia is set to report its fiscal Q2 earnings on Aug. 27. The company’s earnings will be the most important event this week.

Barchart

After 50% Crash, CoreWeave Faces Its Make-or-Break Test: Nvidia Earnings

CoreWeave, Inc. (NASDAQ:CRWV) stock is at a crossroads, with the NVIDIA Corp. (NASDAQ:NVDA) earnings report preparing to test investor confidence and the company's long-term trajectory.

Benzinga

Nvidia Rises, Wall Street Pauses As Oil Prices Jump To $65: What's Moving Markets Monday?

Nvidia Corp. (NASDAQ:NVDA) is up 2% in midday trading Monday, moving within striking distance of its all-time high—now less than 2 percentage points away—as investors remain upbeat ahead of the company's highly anticipated earnings release this week.

Benzinga

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Benzinga

Amazon, Meta Among Early Adopters Of Nvidia's Jetson Thor Robotics Platform

Nvidia (NASDAQ:NVDA) stock is trading higher on Monday as it rolled out its Jetson AGX Thor developer kit and production modules, a next-generation robotics platform built to power millions of robots, including humanoids, with advanced AI capabilities.

Barchart

2 AI Chip Stocks Poised to Win on Wall Street Next

These semiconductor stocks offer both near-term growth momentum and long-term structural upside.

Benzinga

Nvidia's Monster Rally Meets Its September Curse

Nvidia Corp. (NASDAQ:NVDA) has added an eye-watering $2 trillion in market cap since bottoming out in April 2025, but investors may now be wondering whether the rally has gone too far, too fast.

Benzinga

Why Peter Lynch's Metric Loves Nvidia Over Microsoft

In the stock market's popularity contest, Nvidia Corp (NASDAQ:NVDA) might just be the teacher's pet—and Peter Lynch would approve.

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Benzinga

Elon Musk's Biggest AI Fear Isn't Google—It's China

Elon Musk may be racing Google in the AI colosseum, but his real anxiety is pointed east. The billionaire, whose startup xAI is churning out jaw-dropping milestones at breakneck speed, posted on X that "companies in China will be the toughest competitors" because of their sheer dominance in electricity generation…

Benzinga

IREN Stock Is Moving Higher Monday: What's Going On?

IREN Limited (NASDAQ:IREN) shares are trading higher. The company on Monday announced the purchase of thousands of Nvidia Corp (NASDAQ:NVDA) Blackwell B200 GPUs.

Barchart

Stocks Turn Mixed on Strength in the Magnificent Seven Megacaps

The S&P 500 Index ($SPX ) (SPY ) today is down by -0.15%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down by -0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. September E-mini S&P futures (ESU25 ) are down -0.13%, and September...

Benzinga

Bill Gates And Jeff Bezos Bet On Robots: FieldAI Hits $2 Billion Valuation After $405 Million Raise Backed By Nvidia

FieldAI, a two-year-old robotics startup announced last Wednesday that it raised $405 million across two recent funding rounds.

TechRadar

Are MacBooks good for students?

Many students own MacBooks, but does that mean Apple's laptop is right for you?

Tom’s Hardware

Elon Musk doubles down on goal of 50 million H100-equivalent GPUs in the next 5 years — Envisions billions of GPUs in the future as Grok 2.5 goes open source

Elon Musk lays out his highly-ambitious plans to scale xAI's compute power to 50 million H100-equivalent GPUs in the next five years. He doubles down on the vision while open-sourcing Grok 2.5 and even claiming that eventually billions of AI GPUs' worth of power will be in the palm of…

Benzinga

Supermicro, Lambda Expand AI Infrastructure With Nvidia Blackwell-Powered Servers

Super Micro Computer (NASDAQ:SMCI) announced on Monday that Lambda has deployed its extensive lineup of GPU-optimized servers, including Nvidia (NASDAQ:NVDA) Blackwell-based systems, to expand AI infrastructure and deliver high-performance compute solutions to customers.

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