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The Latest Breaking News from NVDA

Nvidia Warning: With Reports of Rubin Delays, How Should You Play NVDA Stock Here?

Nvidia insists Rubin is on track with tapeout and production ramp, reality not rumors, will settle the score.

Barchart

Nvidia's Silicon Silk Road: From China's Firewalls To Saudi Arabia's Data Palaces

If the original Silk Road moved silk and spices, the 2025 version is trading in silicon. At the center sits NVIDIA Corp (NASDAQ:NVDA), the $4 trillion chip colossus, threading its GPUs through the geopolitical maze of China's firewalls and Saudi Arabia's gilded data palaces.

Benzinga

Nvidia To Rally More Than 22%? 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

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China Doesn't Need Nvidia? Futurum CEO Calls That 'Next-Level Nonsense' — Dan Ives Reacts With A Fiery Response

On Tuesday, Daniel Newman, CEO of Futurum Group, dismissed the idea that China can move on without Nvidia Corporation (NASDAQ:NVDA).

Benzinga

Palantir, AMD, Oracle, Viking And Nvidia: Why These 5 Stocks Are On Investors' Radars Today

U.S. stock indices closed mixed on Tuesday, with the Dow Jones Industrial Average edging up 0.02% to 44,922.27. The SP 500 slipped 0.6% to 6,411.37, while the Nasdaq saw a steeper drop, tumbling nearly 1.5% to 21,314.95.These are the top stocks that gained the attention of retail traders and investors…

Benzinga

Nvidia's Dilemma Could Redefine The Future Of China Tech ETFs

Nvidia Corp’s (NASDAQ:NVDA) uneasy dance between Washington and Beijing is quickly becoming a market-defining saga for China-focused tech ETFs. The chipmaker is gearing up to ship its new AI chip, likely to be called the B30A processor, next month, according to a Reuters report. This new product will be a…

Benzinga

What's Going On With AMD Stock Tuesday?

Advanced Micro Devices (AMD) stock traded lower on Tuesday as rivals Arm Holdings (NASDAQ:ARM), Nvidia (NASDAQ:NVDA), and Intel (NASDAQ:INTC) made strategic moves to fortify their positions in the global semiconductor market.

Benzinga

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Nvidia's Upcoming Earnings Report Puts Direxion's NVDA-Focused Bull And Bear Funds In The Limelight

While semiconductor giant Nvidia Corp. (NASDAQ:NVDA) has easily ranked among the elite players in artificial intelligence, the company's upcoming second-quarter earnings report — scheduled for release on Aug. 27 after the closing bell — may arguably be its most consequential so far. As usual, expectations are sky-high thanks to Nvidia's…

Benzinga

Nvidia Prepares New China-Specific AI Chip To Defend Market Share

Nvidia (NASDAQ:NVDA) is pressing ahead with a China strategy that balances U.S. export restrictions with the need to defend market share in one of its most important regions.

Benzinga

Nvidia's Reign At Risk? Dylan Patel Says Google's TPU, Amazon's Trainium Could Outshine GPUs If Sold To Public

Nvidia Corp. (NASDAQ:NVDA) faces pressure from custom silicon competitors as tech giants scale up alternative artificial intelligence chip production, according to SemiAnalysis founder Dylan Patel.

Benzinga

Nvidia To Rally Around 33%? 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 Remains Hedge Fund King, But Lam Research Climbs The Ranks

NVIDIA Corp (NASDAQ:NVDA) is still the undisputed monarch of hedge fund portfolios, but second-quarter filings show a new challenger climbing the stairs to the throne: Lam Research Corp (NASDAQ:LRCX).

Benzinga

Tesla, Apple, Amazon Among Hedge Fund Favorites, SPY Emerges As Top ETF Buy

Hedge funds boosted their holdings in leading technology firms substantially in the second quarter of 2025, with Apple Inc (NASDAQ:AAPL), Amazon.com Inc (NASDAQ:AMZN), Nvidia Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Meta Platforms Inc (NASDAQ:META), Alphabet Inc (NASDAQ:GOOGL), Tesla Inc (NASDAQ:TSLA), and Broadcom Inc (NASDAQ:AVGO) being among the top bought stocks, per…

Benzinga

Perplexity AI Makes $34.5 Billion Cash Bid For Google Chrome, Backed By Funds As Analyst Says Offer 'Vastly Undervalues' Asset

Perplexity AI, a San Francisco-based startup backed by Nvidia (NASDAQ:NVDA), SoftBank, and Jeff Bezos, has made an unsolicited $34.5 billion cash offer to acquire Google's Chrome browser, one of the most widely used internet tools in the world, Bloomberg reports.

Benzinga

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Benzinga

Nvidia's AI Expansion Could Push Revenue To $300 Billion By 2026, Analyst Says

Nvidia (NASDAQ:NVDA) is set to beat Wall Street’s expectations once again, driven by surging demand for AI and its new Blackwell architecture.

Benzinga

Coca-Cola, Amazon, Google, And Nvidia Have Used This Startup's AI Avatars — Inside Jeff Lu's $40M Rise To America's Fastest-Growing Company

In the same Palo Alto, California, building where Mark Zuckerberg grew Facebook in 2005, Jeff Lu now leads Akool, the generative AI platform that has created lifelike avatars for Coca-Cola (NYSE:KO), Amazon (NASDAQ:AMZN), Google, and Nvidia (NASDAQ:NVDA). The company ranks No. 1 on this year's Inc. 5000 list, Inc. reports.

Benzinga

Nvidia, AMD See 'Special Treatment' From Trump As Chip Supply Chain Faces New Disruptions

In a move that could potentially disrupt the global semiconductor supply chain, President Donald Trump has allowed Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) to export AI processors to China.

Benzinga

Billionaire Fund Manager Doubles Down on Nvidia and Key AI Stack Play

Billionaire Philippe Laffont, the head of a $70 billion hedge fund at Coatue Management, has significantly ramped up his investments in Nvidia Corp. (NASDAQ:NVDA) and its leading AI-cloud collaborator, CoreWeave Inc (NASDAQ:CRWV).

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Benzinga

Trump Says Nancy Pelosi Traded On Inside Information—Her 2025 Portfolio Outperforms S&P 500 Thanks To These 4 Stocks

President Donald Trump has accused former House Speaker Nancy Pelosi of trading on “inside information” after her portfolio’s returns reportedly outperformed the SP 500 in 2025.

Benzinga

DeepSeek's Latest AI Model Delayed After Huawei Chips Fail Amid China's Push To Reduce Reliance On US Companies Like Nvidia: Report

The Chinese AI start-up DeepSeek has reportedly postponed the launch of its new model after technical issues with Huawei Technologies’ chips forced a reliance on U.S.-made Nvidia Corp.'s (NASDAQ:NVDA) processors.

Benzinga

Hedge Fund Elliott Management's Q2 Moves Include Positions Tied To S&P 500, Nasdaq, Nvidia (CORRECTED)

Editor's Note: This article has been updated to clarify language around options holdings

Benzinga

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

Barchart

Sure, Nvidia’s (NVDA) Hot But Bargain-Hunting Investors Should Consider This Overlooked Semiconductor Name

Wall Street is much like counting cards in blackjack and NVDA stock isn’t always going to give you a strong hand. Instead, tech investors may look into this under-the-radar play.

Benzinga

Scott Bessent Says Nvidia-AMD China Revenue Deal Could Serve As 'Model' For Other Industries

Treasury Secretary Scott Bessent has praised the 15% revenue-sharing agreement between the U.S. government and chip giants Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD).

Benzinga

Perplexity CEO Responds After User Says AI Tool Finished 2-Hour, 100-Question Exam In 13 Minutes With Near-Perfect Score

Perplexity AI, whose backers include Amazon.com, Inc. (NASDAQ:AMZN) founder Jeff Bezos and chipmaker Nvidia Corporation (NASDAQ:NVDA), has found itself in a bit of a pickle after a user said that its tool, Comet, aced a 100-question certification exam for them in just 13 minutes.

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