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The Latest Breaking News from Nvidia Corp

Meta and xAI Just Strengthened Nvidia's AI Moat, Portfolio Manager Says

As investors debate whether custom AI chips will eventually chip away at Nvidia Corp.’s (NASDAQ:NVDA) dominance, Gabelli Funds portfolio manager John Belton says the latest releases from Meta Platforms Inc. (NASDAQ:META) and Space Exploration Technologies Corp‘s (NASDAQ:SPCX) xAI suggest the chipmaker’s competitive moat remains firmly intact.

Daniel Newman Says Meta Isn't Replacing Nvidia or AMD With In-House AI Chips: 'It is Augmenting…'

Daniel Newman Says Meta Isn't Replacing Nvidia or AMD With In-House AI Chips: 'It is Augmenting…'

On Thursday, a top tech analyst said Meta Platforms, Inc.’s (NASDAQ:META) massive AI infrastructure investment underscores its long-term ambitions, arguing the company’s custom chip strategy is designed to expand computing capacity alongside Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) —not replace them.

Broadcom and Nvidia Just Made Morningstar’s ‘Cheap Stocks to Buy’ List

Broadcom and Nvidia Just Made Morningstar’s ‘Cheap Stocks to Buy’ List

Nvidia Corp. (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) just landed on Morningstar’s latest "Cheap Stocks to Buy" list, putting two of the market’s premier AI chip names in the unusual position of being labeled bargains rather than bubble plays.

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EXCLUSIVE: Nvidia, Microsoft And Palantir Are All Exposed — CIO Warns Investors May Be Missing The Real Risk

Artificial intelligence investors have spent the past two years obsessing over one question: can Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Palantir Technologies Inc. (NASDAQ:PLTR) keep delivering blockbuster earnings?

Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets

South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.’s (NASDAQ:NVDA) top memory supplier. But despite this listing, Futurum Equities’ Chief Market Strategist Shay Boloor is sticking with domestic rival Micron Technology Inc. (NASDAQ:MU), citing structural instability in the Korean…

Qualcomm's Edge AI Push Could Fuel the Next Leg Higher for Semiconductor ETFs

For much of the AI boom, semiconductor ETFs have been driven by a handful of names led by Nvidia Corp (NASDAQ:NVDA). But Qualcomm’s growing role in edge AI is giving ETF investors another avenue to play the artificial intelligence theme as the industry expands beyond data centers.

Michael Burry Rejects Claims He Was Wrong on Nvidia, Tesla and Housing Bets

The ‘Big Short’ Investor Michael Burry on Sunday disputed claims that several of his past market calls, including ones on Nvidia Corp. (NASDAQ:NVDA), Tesla Inc. (NASDAQ:TSLA) and another U.S. housing market crash, had proved wrong after an X account challenged his investing record.

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SOXX ETF's Worst 2-Day Drop in Over a Year: These 3 Chip Stocks Now Screen with 50% Upside

SOXX ETF's Worst 2-Day Drop in Over a Year: These 3 Chip Stocks Now Screen with 50% Upside

The hottest trade of 2026 is showing cracks.

Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'

Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'

Venture capitalist Chamath Palihapitiya recently joked that there are “no jobs left” in the age of artificial intelligence (AI). This comes as recent developments at major U.S. corporations prove otherwise: Nvidia Corp. (NASDAQ:NVDA) and Corning Inc. (NYSE:GLW) are adding thousands of manufacturing roles to build AI infrastructure, while Ford Motor…

Nvidia, Tesla, Caterpillar: ETFs Most Exposed to Michael Burry's New Shorts

Nvidia, Tesla, Caterpillar: ETFs Most Exposed to Michael Burry's New Shorts

Michael Burry, the investor best known for predicting the 2008 housing market collapse, has taken aim at some of Wall Street’s biggest AI winners, raising fresh questions for ETF investors heavily exposed to the trade. His latest regulatory filing revealed bearish positions against Nvidia Corp (NASDAQ:NVDA), Caterpillar, Inc. (NYSE:CAT), Tesla,…

Caterpillar Is Trading Richer Than Nvidia—And It's Selling Bulldozers

Caterpillar Is Trading Richer Than Nvidia—And It's Selling Bulldozers

Wall Street’s AI boom has produced some eye-popping winners over the past two years, but one of its most surprising may not be a chipmaker at all. It is Caterpillar Inc. (NYSE:CAT). Known for its bulldozers, excavators and heavy construction equipment, Caterpillar now trades at a richer earnings valuation than…

Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecks

Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecks

Nvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collaboration with Taiwan Semiconductor Manufacturing Co. (TSMC), as the U.S. tech giant seeks to address data transmission and power consumption challenges in AI data centres, according to a report by Focus Taiwan.

The Economic Times

AI wins have Alphabet poised to become world’s biggest company

AI wins have Alphabet poised to become world’s biggest company

Alphabet Inc. is rapidly closing in on Nvidia Corp. for the title of the world's largest company. Alphabet's strong presence in AI, from search to cloud and its own AI models, positions it for significant growth. Investors see Alphabet's diversified business as a key advantage.

The Economic Times

NVIDIA vs Intel Stock Battle 2026: AI Leader or Turnaround Star – Which to Buy Now?

NVIDIA vs Intel Stock Battle 2026: AI Leader or Turnaround Star – Which to Buy Now?

As investors weigh semiconductor giants amid the ongoing artificial intelligence boom, NVIDIA Corp. stands out as Wall Street's clear favorite heading into the second half of 2026, with analysts projecting 30-40% upside while urging caution on Intel Corp. despite its recent share-price surge.

International Business Times

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International Business Times

Nvidia Stock Buy or Sell in 2026: AI Dominance Fuels Strong Buy Consensus Despite High Valuation

Nvidia Corp. remains one of the most compelling yet polarizing investment stories in 2026, with Wall Street analysts overwhelmingly recommending investors buy shares of the AI chip leader even as the stock trades at elevated valuations following massive gains driven by insatiable demand for its GPUs.

International Business Times

NVIDIA Stock Surges 3% as AI Demand Eases Geopolitical Fears Amid Strong Blackwell Momentum

NVIDIA Corp. shares jumped more than 3% in morning trading Tuesday, climbing toward $170.80 as investors welcomed signs of potential de-escalation in the U.S.-Iran conflict and bet on continued explosive demand for the company's artificial intelligence chips.

International Business Times

Nvidia CEO Jensen Huang Declares 'We Have Achieved AGI,' Sparking Debate Over Definition

Nvidia Corp. CEO Jensen Huang stunned the technology world Monday by declaring that artificial general intelligence — long considered the holy grail of AI — has already been achieved, telling podcaster Lex Fridman "I think it's now. I think we've achieved AGI."

International Business Times

NVIDIA Stock Dips After Blockbuster Earnings as Investors Digest Massive Growth and Next-Gen AI Roadmap

NVIDIA Corp. shares pulled back in recent trading despite the company posting record-breaking fiscal 2026 results and issuing upbeat guidance, as Wall Street parsed details on capital allocation, China export dynamics and the rapid evolution of AI infrastructure demand.

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US Arrests Chinese Duo In Nvidia Chip Smuggling Scheme As Trump Loosens China Export Rules

Two Chinese nationals have been arrested by the U.S. Justice Department for allegedly smuggling Nvidia Corp (NASDAQ:NVDA) chips to China.

Nvidia, SoftBank Target 'Robot Brain' Maker In Potential $14 Billion Deal

SoftBank Group Corp.(OTC:SFTBF) (OTC:SFTBY) and NVIDIA Corp (NASDAQ:NVDA) are in talks to back a major new funding round for a fast-growing robotics artificial intelligence company, highlighting rising investor interest in the sector.

Millionaire YouTuber Hank Green Warns Gen Z About Nvidia Exposure, Outlines Portfolio Shift To Protect Against AI Bubble Risks

YouTube veteran Hank Green has publicly disclosed significant changes to his retirement portfolio, moving away from broad market tracking to avoid what he describes as a speculative AI bubble driven by tech giants like Nvidia Corp. (NASDAQ:NVDA).

Nvidia, Google, Amazon And MediaTek Demand Is Making TSMC Turn To Partners: Report

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly facing overwhelming demand for its Chip on Wafer on Substrate or CoWoS advanced packaging technologies as companies including Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.com Inc. (NASDAQ:AMZN) and MediaTek race to secure capacity for next-generation AI chips.

Michael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers (UPDATED)

Editor’s Note: This story has been updated to provide additional clarity on Nvidia GPU dies shipped in 2025.

Nvidia's Jensen Huang Reveals He Helped Elon Musk Build Model S Computer, FSD Hardware

Chipmaker Nvidia Corp's (NASDAQ:NVDA) CEO Jensen Huang recalled the company's long-standing collaborations with Tesla Inc. (NASDAQ:TSLA) and CEO Elon Musk.

Baidu Wants To Become China's Nvidia — But Can It Outrun Its Own Numbers?

Baidu Inc (NASDAQ:BIDU) isn't trying to evolve. It's trying to reinvent itself. Once defined by search and ad revenue, the company is now positioning as China's answer to Nvidia Corp (NASDAQ:NVDA).

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