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The Latest Breaking News from Nvidia Corp

Cathie Wood Buys $17.6 Million of Nvidia Stock as SpaceX's GPU Bet Fuels Optimism, Dumps Palantir Stock as Michael Burry's Short Bet Lingers

On Wednesday, Cathie Wood-led Ark Invest executed significant trades involving Space Exploration Technologies Corp (NASDAQ:SPCX), NVIDIA Corp (NASDAQ:NVDA), Circle Internet Group, Inc. (NYSE:CRCL), and Palantir Technologies Inc. (NASDAQ:PLTR).

Benzinga

Nvidia’s Next AI Gold Rush Is Here, And It Already Controls 92% Of It

Every country trying to escape American AI dominance is buying it wholesale. Nations are pouring billions into sovereign AI — domestic models, local data centers, infrastructure meant to keep sensitive data within their own borders — and nearly all of it runs on chips from one company: Nvidia Corp. (NASDAQ:NVDA).

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'The Big Short' Investor Michael Burry Holds His Ground on Nvidia, Tesla and Other Shorts— Warns Of 1987-Style Crash: 'It Is Possible We Are Near...'

Michael Burry, famed for predicting the 2008 financial crisis, is maintaining his bearish stance despite the S&P 500 hitting record highs, warning that the market rally could still end in a steep sell-off.

Benzinga

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Michael Burry Just Turned His Guns on Nvidia, Micron and SOXX — ETF Investors Are Watching the Fallout

Michael Burry is doubling down on his cautious view of the artificial intelligence trade, increasing his bearish exposure to NVIDIA Corp (NASDAQ:NVDA) while expanding outright short positions in Micron Technology Inc (NASDAQ:MU) and the iShares Semiconductor ETF (NASDAQ:SOXX).

Benzinga

Nvidia And Meta Think Chinese AI Shouldn't Be Banned—Here's Why

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang and Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg are converging on a message that runs counter to growing calls in Washington to restrict Chinese artificial intelligence models: don’t ban them—beat them.

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Michael Burry Warns Nvidia's 'Overreaching' Is Pushing Circular Spending to 'Biblical Proportions' Amid Surge in Credit Default Swaps

‘Big Short’ investor Michael Burry is sounding the alarm on Nvidia Corp. (NASDAQ:NVDA), claiming the AI giant’s strategic financial “overreaching” has escalated its “circular spending” to “biblical proportions,” which he argues is driving a massive spike in the company’s credit default swap risks.

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Cathie Wood Bets Big on Nvidia Stock: Ark Buys $15.6 Million Worth of Shares as Jim Cramer Calls Chip 'Absurd' — Ark Loads Up on SpaceX, Tesla

On Tuesday, Cathie Wood’s Ark Invest stayed active in a volatile tech tape, adding to several headline growth names while trimming others. The most notable move was another broad push into SpaceX (NASDAQ:SPCX), followed by sizable trades in Tesla Inc. (NASDAQ:TSLA), Nvidia Corp. (NASDAQ:NVDA), Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc.…

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Nvidia CEO Jensen Huang Set to Hold High-Stakes Meetings With Congress Members on 'American Leadership' in AI

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang is set to hold meetings with members of Congress in Washington this week to discuss the future of artificial intelligence and America’s position in the global AI race.

Benzinga

Nvidia Funds AI Frenzy: Timeline of its Circular Financing Deals ... So Far

NVIDIA Corp. (NASDAQ:NVDA) is reportedly in talks to guarantee roughly $250 billion in financing for OpenAI‘s new 10-gigawatt Ohio data center, a project developed by SoftBank’s energy subsidiary, SB Energy, according to The Wall Street Journal.

Benzinga

Nvidia Stock Falls 5%: How Credit Risk Sharing Is Impacting the AI Trade

Nvidia Corp (NASDAQ:NVDA) shares are tumbling on Monday as the stock digests a potential shift toward financing AI buildouts.

Benzinga

EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says

The first wave of the AI boom crowned Nvidia Corp. (NASDAQ:NVDA) and memory leader SK Hynix Inc. (NASDAQ:SKHY) as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain.

Benzinga

EXCLUSIVE: China Is Coming For SanDisk—But Not Yet For Micron’s Memory Crown (CORRECTED)

Editor’s Note: This story has been corrected to remove an inaccurate company reference.

Benzinga

Nvidia Reportedly Moves to Backstop $250 Billion in OpenAI Data Center Financing, Michael Burry Says, 'Around and Around We Go'

Over the weekend, ‘Big Short’ investor Michael Burry and tech commentator Ed Zitron voiced concerns after a report said Nvidia Corp (NASDAQ:NVDA) is considering backing billions of dollars in financing to support OpenAI’s massive AI infrastructure expansion.

Benzinga

Intel's CEO Just Made a Bold AI Prediction. Here's Why NVDA Investors Should Pay Attention

For much of the generative AI boom, GPUs have dominated discussions around AI infrastructure as companies raced to build large language models, with Nvidia Corp. (NASDAQ:NVDA) emerging as the biggest beneficiary, while CPUs took a back seat.

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NVIDIA's Next Breakout? Market Veteran Sees Plenty of Fuel Left in the AI Leader

Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum.

Benzinga

Nvidia Stock Hasn't Been This Cheap In 10 Years: Is This A Screaming Buy?

Picture being told that the poster child of the artificial-intelligence boom trades at the same valuation as the broad market. Not long ago, that would have sounded absurd. Yet, that’s precisely where Nvidia Corp. (NASDAQ:NVDA) stands today.

Benzinga

Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Rise as Tech Stocks Lead the Rally—Nebius, Archer, IREN in Focus (UPDATED)

(Editor’s note: The ETFs data was updated.)

Benzinga

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.

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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.

Benzinga

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.

Benzinga

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?

Benzinga

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…

Benzinga

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.

Benzinga

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.

Benzinga

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.

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