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The Latest Breaking News from Jensen Huang

Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals

“The market did not appreciate our incredible quarter,” Huang said.

Fortune

Nvidia CEO Jensen Huang complains about stock price slide during all-hands meeting — says market did not appreciate company’s ‘incredible’ quarter (updated with Nvidia comment)

Nvidia’s stock price has been trending down despite its record-breaking quarter, and its CEO is complaining.

Tom’s Hardware

Nvidia reminds us it's not a gaming company anymore, but 'an AI data center infrastructure company'

Doesn't have the same ring to it, somehow.

PC Gamer

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Nvidia’s Growth Engine Is Running Hot — Should You Get On Board?

Is Nvidia stock too pricey or still a bargain?

Barchart

Nvidia Is Becoming The Operating System Of AI: 'We Run Everything,' Jensen Says

Nvidia Corp (NASDAQ:NVDA) didn't just clear another quarter — it quietly staked out a claim far bigger than GPUs or guidance. CEO Jensen Huang spent the third-quarter earnings call describing a platform that now underpins every major AI model. And he didn't need superlatives to make the point. He just described…

Benzinga

Nvidia CEO says AI will actually make everyone a lot busier: 'Everybody's jobs will be different'

“I would say that there's every evidence that we will be more productive and yet still be busier because we have so many ideas,” Jensen Huang said.

Fortune

Nano Banana Pro Deepfake? Musk, Pichai and Huang 'Spotted' Together in Google Gemini AI Snap

A viral Google Gemini 3 AI image featuring Elon Musk and Sundar Pichai sparks deepfake concerns as Nano Banana Pro blurs the line between real and generated.

International Business Times UK

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Nvidia CEO Jensen Huang Slams Market's Lacklustre Reaction To Blowout Quarter As AI Jitters Hit Stock: Report

In a recent company meeting on Thursday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang reportedly expressed his dissatisfaction with the market’s response to the company’s exceptional quarter.

Benzinga

Musk Warns AI Must Value 'Truth And Beauty' As He Predicts Humanoid Robots From Tesla, Others Will Eliminate Global Poverty

On Wednesday, speaking at the U.S.-Saudi Investment Forum, Tesla Inc. (NASDAQ:TSLA) Elon Musk said advances in artificial intelligence and humanoid robotics could usher in a future of unprecedented abundance — but only if AI systems are built with human-centered values.

Benzinga

Jefferies’ Chris Wood called Japan’s crash and the U.S. housing bubble. He’s now warning of an ‘AI capex arms race’

“It’s completely unclear to me who’s going to monetize and make money out of all this capex,” said Wood at the Fortune Innovation Forum.

Fortune

Intrinsic, an Alphabet company, and Nvidia supplier Foxconn will join forces to deploy AI robots in the latter’s U.S. factories

Companies in the AI space are paying more attention to “physical AI,” or artificial intelligence that operates in the real world.

Fortune

SpaceX CEO Elon Musk says AI compute in space will be the lowest-cost option in 5 years — but Nvidia's Jensen Huang says it's a 'dream'

Elon Musk argues that terawatt-scale AI computing will soon be impossible to power and cool on Earth and must move to orbit. But despite abundant solar energy and radiative cooling in GEO, launch mass, radiation-hardening, and networking challenges make such space-based data center only a distant dream.

Tom’s Hardware

As Nvidia Stock Soars Following Q3 Beat, Will Michael Burry Bite the Dust?

Nvidia stock is soaring today after reporting stellar earnings, lifting the entire tech space in the process. Is Michael Burry wrong about the bubble he sees in AI?

Barchart

Cipher Mining Stock Bounces Back: What's Fueling The Surge?

Cipher Mining Inc (NASDAQ:CIFR) shares are trending Thursday morning. Here’s a look at what’s going on.

Benzinga

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Tom’s Hardware

Nvidia hints at early Vera Rubin launch — on track for $500 billion in GPU sales by late 2026 despite losing China

Nvidia's Vera Rubin AI/HPC platform is now slated for a Q3 2026 launch, which will be instrumental for the company's $0.5 trillion GPU sales target despite losing the Chinese market.

International Business Times UK

Nvidia Financial Report Shows $57B Boom as US Chips Deepen China Rift

Nvidia's record $57 billion quarter from its Blackwell AI chips funds a US infrastructure surge, while sanctions hinder China's technological progress, widening the global AI divide.

Benzinga

Nvidia Gives 'No Assurance' On $100 Billion OpenAI Pact, But CEO Jensen Huang Calls Startup 'Once-In-A-Generation'

In its latest financial earnings report, chipmaker Nvidia Corp. (NASDAQ:NVDA) highlighted the uncertainty surrounding its $100 billion letter of intent with OpenAI.

Benzinga

Michael Burry Says Nvidia Spent $112.5 Billion On Buybacks Adding 'Zero' Shareholder Value — 'The True Cost...'

Famed “Big Short,” investor Michael Burry, known for his prescient bet against the housing market, has publicly questioned Nvidia Corp.‘s (NASDAQ:NVDA) capital allocation strategy, asserting that the tech giant’s $112.5 billion spent on stock buybacks since 2018 has effectively yielded “zero” additional shareholder value.

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The Guardian - UK

US economy added more jobs than forecast in September, after shock losses in August – as it happened

US non-farm payrolls rose by 119,000 in September, but new data also shows economy shed jobs in August

Benzinga

Elon Musk Says 'You Must Have Solar-Powered AI Satellites In Deep Space' — Adds It's 'Handy' To Have SpaceX

SpaceX CEO Elon Musk said it’s good to have his space exploration company, SpaceX, while talking about AI data centers in space.

Euronews

Nvidia shares rise after quarterly earnings, calming bubble anxiety

Nvidia reported stronger than expected quarterly earnings, soothing worries that AI-driven stock prices may have shot too high.

Benzinga

Nvidia CEO Jensen Huang Explains Why the Massive AI Spending Wave Actually Makes Perfect Sense: '... All Of It Justified'

On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang pushed back on growing concerns that the world is heading toward an AI bubble, arguing that today's massive investments are rooted in a historic shift in how computing itself works.

Benzinga

Dan Ives Says It Was The 'Most Bullish' Call, El Erian Calls Chipmaker's Earnings A 'Macro Event': Analysts Explode With Optimism On Nvidia

Leading analysts are beaming with optimism on NVIDIA Corp. (NASDAQ:NVDA) and the broader AI trade, following the company’s strong third-quarter performance on Wednesday.

Fortune

Why Nvidia CEO Jensen Huang namechecked this Saudi AI startup three times in his earnings call

Humain, founded by Saudi Crown Prince Mohammed bin Salman, has signed a series of landmark deals with Amazon and xAI that all involve Nvidia's AI chips.

Benzinga

Nvidia, Palo Alto, Coreweave, Broadcom And AMD: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Wednesday as Nvidia's results reignited enthusiasm for AI plays. The Nasdaq climbed 0.59% to 22,564.22, the SP 500 added 0.38% to 6,642.16, and the Dow Jones Industrial Average inched up 0.1% to 46,138.77.These are the top stocks that gained the attention of retail traders and investors…

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