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The Latest Breaking News from Nvidia

Welcome to the mega-blob: AI firms are fusing into one big lump

OpenAI's AMD deal is the latest sign big AI firms are entangling supply chains, ownership and responsibility.

Axios

Nvidia CEO Jensen Huang Says Intel Spent 33 Years 'Trying To Kill Us' But Now Calls The Chip Rival A Partner: 'We're Lovers, Not Fighters'

On Monday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang said longtime rival Intel Corp. (NASDAQ:INTC) spent more than three decades "trying to kill" his company — but the two chipmakers have now become partners in a $5 billion alliance.

Benzinga

Billionaires Ken Griffin, David Tepper, Philippe Laffont And More Load Up On Nvidia Stock As This Tech Bull Sees NVDA 'Going To $5 Trillion'

A cohort of Wall Street's most influential billionaire investors has significantly increased their holdings in Nvidia Corp. (NASDAQ:NVDA), signaling strong confidence in the AI chipmaker's future. The aggressive buying spree coincides with a bold prediction from a prominent tech analyst who sees the company's market capitalization soaring to $5 trillion.

Benzinga

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Do OpenAI’s multibillion-dollar deals mean exuberance has got out of hand?

Some market watchers are concerned by the circular nature of deals with chip makers Nvidia and AMD

The Guardian - UK

Nvidia Reportedly Bets $2 Billion On Elon Musk's xAI — And Its Own GPUs Will Fuel 'Colossus 2' Gigawatt-Scale AI Supercluster

Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) is reportedly investing as much as $2 billion in Elon Musk's AI company and Grok-parent xAI.

Benzinga

POET Technologies, Oracle, Nuburu, Galecto And TMC The Metals Company: Why These 5 Stocks Are On Investors' Radars Today

On Tuesday, major U.S. indices closed lower, with the Dow Jones Industrial Average slipping 0.2% to 46,602.98, the SP 500 falling nearly 0.4% to 6,714.59, and the Nasdaq dropping about 0.7% to 22,788.36.These are the top stocks that gained the attention of retail traders and investors throughout the day. POET…

Benzinga

These Are the 3 Hottest Sectors for Q3 Earnings Growth

The forecasts for Q3 earnings are on the rise, suggesting a strong reporting cycle. This is an examination of the top sectors for growth and outperformance

MarketBeat

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AMD Could Double From Here—Thanks to Its Blockbuster OpenAI Deal

Advanced Micro Devices is on track to double in share price, reaching the $400 level in mid-2026 as expectations for MI450 sales intensify.

MarketBeat

75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned'

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of Morgan Stanley Wealth Management.

Fortune

Dizzying deal delirium: How the AI bubble bursts

At our Yale Chief Executive Leadership Institute CEO Summit in June, we heard similar admonitions from over 150 top CEOs. They've seen this before.

Fortune

Hedge fund billionaire Paul Tudor Jones says 2025 is 'so much more potentially explosive than 1999' because of the way bull markets always end

Paul Tudor Jones also got far out and sci-fi, talking to CNBC. “We’re kind of boldly going where no man has ever gone before.”

Fortune

EXCLUSIVE: Rigetti Leverages Nvidia, Chiplets To Outpace IBM And Google In Quantum Race

IBM (NYSE:IBM) and Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google are chasing error correction with superconducting qubits. Still, Rigetti Computing Inc (NASDAQ:RGTI) CEO Subodh Kulkarni says the company's proprietary chiplet architecture gives it a measurable edge.

Benzinga

AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

Investor fears about vendor financing in the U.S. semiconductor industry are overstated, according to Bank of America Securities analyst Vivek Arya.

Benzinga

OpenAI is putting apps in ChatGPT. Why that's a bigger deal than you might think.

OpenAI's chip deal with AMD makes a lot more sense if you think every digital interaction will be mediated by AI

Fortune

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Fortune

Dot-com fears rise with tech stocks seeing $100 billion swings

Investors are excited about OpenAI’s expansion driving big gains in technology stocks, but a rising number of Wall Street pros fear that the wild pops that add tens of billions of dollars in value in mere minutes are signaling an unhealthy market reminiscent of the dot-com era. Advanced Micro Devices…

Benzinga

Oracle Stock Is Tumbling Tuesday: Here's Why

Shares of Oracle Corp (NASDAQ:ORCL) are falling Tuesday after The Information reported that the company is facing financial struggles related to renting out Nvidia chips.

Benzinga

From Bitcoin To AI: How IREN And Cipher Are Hosting Nvidia-Powered AI Workloads

The Bitcoin (CRYPTO: BTC) mining bust just found its silver lining — and it's glowing green with Nvidia Corp (NASDAQ:NVDA)-powered AI. As Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google and Microsoft Corp (NASDAQ:MSFT) scramble to secure low-cost, high-density data centers for their next wave of AI expansion, they've stumbled upon an unlikely…

Benzinga

Going All-In On US AI Stocks? You're Missing The China Trade, Alpine Macro Says

As the battle for AI supremacy intensifies between the world's two largest economies, analysts say investors focused solely on U.S. tech stocks risk overlooking a critical hedge hiding in plain sight.

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Benzinga

Nvidia's Market Dominance Now Dwarfs Japan, China, Germany, UK

NVIDIA Corp (NASDAQ:NVDA) isn't just a semiconductor giant — it's a global market titan. The company now accounts for 5.04% of the MSCI All Country World Index, surpassing Japan, the world's third-largest stock market, at 4.78%.

MarketBeat

Why Semtech Stock Is Rallying After Its NVIDIA Setback

After its NVIDIA-induced cratering, Semtech is up more than 80%. Analysts see more upside to come in this surging chip stock.

Benzinga

What's Going With IREN Stock On Tuesday

IREN Limited (NASDAQ:IREN) shares advanced on Tuesday after the data center operator announced a new batch of multi-year agreements with major artificial intelligence companies that are deploying NVIDIA Corporation’s (NASDAQ:NVDA) Blackwell GPUs.

Benzinga

AMD's $100 Billion OpenAI Deal Could Supercharge AI Chip Growth, Analyst Says, Projecting Massive Earnings Boost By 2030

Advanced Micro Devices’ (NASDAQ:AMD) multi-year partnership with OpenAI could generate over $100 billion in revenue over the next four to six years, as the chipmaker prepares to supply up to six gigawatts of computing capacity using its next-generation Instinct MI450X GPUs starting in late 2026.

Barchart

This AI ETF Is Surging. Should You Join the Party Now?

Charting this ETF’s holdings helped me find this 1 under-the-radar stock that looks like it’s breaking out.

International Business Times

AMD Wins OpenAI's Chip Deal to Supply AI Processors to ChatGPT-Maker—No More NVIDIA GPUs?

AMD and OpenAI are now partners, with the former supplying AI chips to the latter and OpenAI having the option to buy stocks.

Benzinga

AMD's OpenAI Deal Could Spark A New AI Arms Race With Nvidia

Advanced Micro Devices Inc.’s (NASDAQ:AMD) multi-year deal with OpenAI could unlock $135 billion in revenue and mount a serious challenge to Nvidia Corp.’s (NASDAQ:NVDA) long-standing dominance, according to Goldman Sachs.

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