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The Latest Breaking News from NVDA

Gene Munster Calls $40 Billion Texas Data Center Involving Nvidia, xAI, Microsoft And BlackRock Proof That 'We're Still Early In AI'

On Wednesday, Deepwater Asset Management's managing partner Gene Munster said the $40 billion Texas-based data center project backed by Nvidia Corp. (NASDAQ:NVDA), Elon Musk's xAI, Microsoft Corp. (NASDAQ:MSFT) and BlackRock Inc. (NYSE:BLK) underscores the massive long-term potential of artificial intelligence.

Benzinga

Nvidia Now Represents 8% Of S&P 500: Highest Market Share For Any Company Since 1974

Chipmaker NVIDIA Corp. (NASDAQ:NVDA) has surpassed Apple Inc. (NASDAQ:AAPL) as the most dominant company in the SP 500, with an average weightage that hasn’t been seen for several decades.

Benzinga

Can Nvidia Stock Hit $320 in 2025?

Nvidia stock inches higher after HSBC announced a Street-high price target on the chipmaker. Here’s why Frank Lee turned bullish on NVDA shares.

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Nvidia To Rally Around 76%? Here Are 10 Top Analyst Forecasts For Wednesday

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

Microsoft And Nvidia-Backed Nscale Announce Large-Scale AI Project In US And Europe

Nscale unveiled an expanded partnership with Microsoft Corp. (NASDAQ:MSFT) to deploy roughly 200,000 NVIDIA Corp. (NASDAQ:NVDA) GB300 GPUs across Europe and the United States, marking an important AI infrastructure rollout.

Benzinga

Nvidia, Marvell, Broadcom Bounce Back After ASML Earnings Boost Investor Confidence

Artificial intelligence chipmakers Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), and Super Micro Computer (NASDAQ:SMCI) rebounded on Wednesday following a brief profit-taking selloff.

Benzinga

Options Alert: Iron Condor Screener Results for October 15th

A short iron condor is an income strategy that aims to profit when a stock stays within a specified range over the course of the trade. The trade is composed of four options with the same expiration:

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Nvidia CEO Jensen Huang Hails Release of Israeli Engineer Avinatan Or After Two Years in Hamas Captivity: 'Close Of A Painful Chapter'

On Monday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang praised the safe release of Avinatan Or, an Israeli engineer who spent more than two years in Hamas captivity.

Benzinga

How Much Higher Can Nvidia Take Navitas Semiconductor Stock?

Navitas shares soared following a bullish update on its partnership with Nvidia. Here’s how high NVTS stock could fly through the end of 2025.

Barchart

Nvidia Stock Is Facing Selling Pressure Today: Why Some Investors Are Taking Profits

NVIDIA Corporation (NASDAQ:NVDA) shares are trading lower on Tuesday alongside other semiconductor stocks as escalating U.S.-China trade tensions create macro uncertainty, weighing on the broader market.

Benzinga

Elon Musk, Mark Zuckerberg, Jeff Bezos Gain Billions As S&P 500, Nasdaq Rally Adds $60 Billion To Top 10 Billionaires' Wealth

The world's ten richest people gained nearly a combined $60 billion on Monday as global markets rebounded hopes of easing trade tensions between the United States and China.

Benzinga

Oracle Cloud To Deploy 50,000 AMD Chips, Challenging Nvidia's Dominance

Oracle’s (NYSE:ORCL) Cloud Infrastructure announced on Tuesday that it will deploy 50,000 Advanced Micro Devices (NASDAQ:AMD) graphics processors starting in the second half of 2026, marking a significant shift away from the Nvidia (NASDAQ:NVDA) GPUs that dominate the market.

Benzinga

Nvidia's DGX Spark, A Personal 'AI Supercomputer,' Will Debut This Week At $3,999: 'I Hand-Delivered The First System To Elon,' Jensen Huang Recalls

Nvidia Corp. (NASDAQ:NVDA) is set to launch its compact DGX Spark personal "AI supercomputer" this week, aiming to bring data center-grade computing power to the desktops of researchers, developers and students worldwide.

Benzinga

Meta, Oracle Tap NVIDIA's Spectrum-X For AI Data Centers

NVIDIA Corporation (NASDAQ:NVDA) announced on Monday that Meta Platforms, Inc. (NASDAQ:META) and Oracle Corporation (NYSE:ORCL) will enhance their AI data center networks using NVIDIA's Spectrum-X Ethernet switches.

Benzinga

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Benzinga

Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst

BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble.

Barchart

Can NVDA Still Be a $300 Stock If Nvidia Loses Its Monopoly in AI GPUs?

While Nvidia’s market share in the AI GPU market might come down, the sheer size of growth in that market means that NVDA stock could still continue to be a winner.

Benzinga

Nvidia, AMD, Marvell, Taiwan Semiconductor Surge After Friday Dip On Trump's China Remarks, OpenAI-Broadcom AI Chip Deal

Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), and other semiconductor companies rebounded from their Friday selloff amid overall market strength following positive assurances from President Donald Trump over China trade relations.

Barchart

AI Is ‘Just Getting Started’ So Buy Nvidia Stock Now, According to These Analysts

Nvidia is at the heart of the AI boom, and its potential $100 billion OpenAI partnership signals the best may still be ahead for the stock.

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Benzinga

Stock Market Today: Dow Jones, S&P 500 Rally After Trump Hints At De-Escalation With China— Tesla, Meta And Other Mag 7 Stocks In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs were updated in the story.

Benzinga

Altimeter Capital CEO Brad Gerstner Breaks Down AMD-OpenAI GPU Bet, Says Lisa Su Is Betting The Farm To Catch Up To Rival Nvidia

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

Benzinga

Consumer Tech News (Oct 6-10): China Hits Nvidia, Tesla Tests Cybercab, Sunak Joins Microsoft & More

China has reportedly launched a sweeping customs crackdown on Nvidia Corporation’s (NASDAQ:NVDA) AI chips.

Benzinga

AMD, HOOD, IREN And More: 5 Stocks That Dominated Investor Buzz This Week

Retail investors buzzed about five stocks this week, from Oct. 6 to Oct. 10 on platforms like X and Reddit’s r/WallStreetBets, amid government shutdown and AI enthusiasm.

Benzinga

Nvidia Doubled Its Trillions In Months—And The Charts Are Screaming 'More'

Nvidia Corp (NASDAQ:NVDA) has done it again—stock surging, market cap skyrocketing, and charts flashing green. The company's market capitalization has more than doubled, climbing to $4.68 trillion from a low of $2.3 trillion in early April, leaving investors wondering how high it can go.

Benzinga

What Connects Nvidia, Gold, Tesla? The Worst ETFs Of 2025

Leveraged bets against some of 2025's biggest market winners have gone spectacularly wrong. A clutch of ETFs tied inversely to Nvidia Corp (NASDAQ:NVDA), Tesla Inc (NASDAQ:TSLA), and gold have found themselves at the bottom of the performance charts this year, underscoring just how punishing compounding and momentum can be for…

Benzinga

Samsung Returns To Nvidia Supply Chain After 19 Months

On Thursday, Nvidia (NASDAQ:NVDA) approved Samsung Electronics' (OTC:SSNLF) fifth-generation HBM3E memory for its GB300 artificial intelligence accelerator.

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