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The Latest Breaking News from Nvidia

Nvidia Is on a Dealmaking Spree: Should You Buy NVDA Stock Amid Fears of an AI Bubble?

Nvidia has announced a flurry of deals this month, even as concerns linger over AI being a bubble. NVDA’s forecast looks positive, though as global AI spending continues unabated.

Barchart

CoreWeave deal with OpenAI now worth $22.4 billion — another $6.4 billion of AI data center capacity added

CoreWeave expands partnership to provide OpenAI with compute capacity.

Tom’s Hardware

Up 300% in 2025, Should You Buy This Red-Hot AI Data Center Stock Here?

IREN’s more than 300% surge in 2025 highlights its bold pivot from Bitcoin mining to AI infrastructure, but the key question is whether the rally still has room to run or if investors should wait for a pullback.

Barchart

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Pure Storage Rolls Out Major Updates To Drive Faster, Smarter AI Adoption

Pure Storage Inc. (NYSE: PSTG) on Thursday introduced new enhancements to its storage platform, aimed at helping organizations unlock the full potential of artificial intelligence while streamlining workflows across both on-premises and cloud environments.

Benzinga

Alibaba Surges 107% After Boosting AI Budget Beyond $50 Billion And Reporting Strong Cloud Growth

Alibaba Group (NYSE: BABA) stock climbed to its highest level in nearly four years after the company announced it would increase artificial intelligence spending beyond its previously disclosed $50 billion-plus target. The stock is trading lower on Thursday, but it is still up 107% year-to-date, surpassing the NYSE Composite index…

Benzinga

BlackBerry Q2 FY2026 Earnings Call Transcript

BlackBerry Ltd. (NYSE: BB) released its second-quarter financial results before Thursday’s opening bell.

Benzinga

Nvidia's Growth Story Is No Longer Bulletproof, Ed Yardeni Warns

One of Wall Street's loudest bulls just hit the brakes on Nvidia Corp. (NASDAQ: NVDA), raising questions over its slowing growth and head-scratching billion-dollar bets, even as the AI titan crossed a $4.4 trillion market cap.

Benzinga

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Korean startup backed by LG unveils AI server that matches Nvidia's H100 performance but with a much lower power consumption

RNGD Server provides enterprises with a new option to scale AI, combining high throughput with low energy use.

TechRadar

Intel + NVIDIA: The Unexpected AI Alliance Shaking Wall Street

NVIDIA's massive investment and partnership validate Intel's manufacturing, making it an essential AI partner and rewriting Intel’s entire investment story.

MarketBeat

Intel could take a huge leap ahead of AMD in gaming GPUs, with multi-frame generation potentially on the horizon

Intel's recent partnership with Nvidia may worry some gamers, but it seems like Team Blue still has big plans for its Arc desktop GPUs.

TechRadar

Could Intel's latest moves signal a new chapter in its relationship with Apple?

Apple and Intel’s relationship has shifted from partnership to a split, and now, to a possible reconciliation. After losing Apple to its own Silicon chips and struggling against AMD and Nvidia, Intel is seeking investment from Apple as part of its broader turnaround strategy.

Windows Central

Intel has reportedly approached Apple for an investment, after CEO Tim Cook said 'we'd love to see Intel come back'

I just hope Apple doesn't go back to using Intel chips.

PC Gamer

Intel taps Apple for potential investment, says report — companies said to be discussing ways to work together more closely

Intel is reportedly in early talks with Apple about a potential investment and closer collaboration.

Tom’s Hardware

Qualcomm is finally getting serious about PC gaming, and its Snapdragon X2 Elite chips prove it

Qualcomm is getting serious about bringing PC gaming to the latest Snapdragon X2 Elite Windows PCs, leaving discrete GPUs behind to allow for thin-and-lightweight gaming laptops.

Tom’s Guide

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Benzinga

'Pharma Bro' Martin Shkreli Mocks IONQ CEO's Nvidia-Sized Ambition: 'Craziest Statement From A CEO I Have Ever Heard'

Investor Martin Shkreli, popularly known as “Pharma Bro,” is once again criticizing quantum computing company, IONQ Inc. (NYSE: IONQ), for comments made by its CEO, Peter Chapman.

Axios

OpenAI and Nvidia's AI spending spree could be a risky bet

The success of the companies' mega-billion deals will depend on long-term demand for AI.

Creative Bloq

Nvidia's powerful AI facial animation tool is now available for all

There are plugins for Maya and Unreal Engine 5 too.

Benzinga

Nvidia's Josh Parker Sounds Alarm On AI Power Demand But Hints At This Unexpected Silver Lining

On Wednesday, Nvidia Corporation's (NASDAQ:NVDA) head of sustainability said that the artificial intelligence boom is straining the energy grid, but he believes cleaner power and smarter applications could make the long-term impact positive.

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Tom’s Guide

Qualcomm announces Snapdragon X2 Elite Extreme CPUs — and it's as powerful as you think

Qualcomm has announced Snapdragon X2 Elite Extreme CPUs, promising the "fastest and most efficient processors for Windows PCs on the market. Here's what we know.

Kiplinger

Stocks Fall Again as Big Tech Struggles: Stock Market Today

The economic calendar was a bright spot for Wall Street Wednesday, with new home sales climbing to a three-year high.

Benzinga

Cramer Gushes Over ARM—Is It The Next Must-Own AI Stock?

Jim Cramer took to X with a one-line verdict on Arm Holdings PLC (NASDAQ:ARM) with a blunt assessment: "ARM-business incredibly strong." Short but loaded. Already powering nearly every smartphone chip on the planet, ARM's energy-efficient designs could make it the toll collector of the AI boom.

Fortune

Sam Altman’s AI empire will devour as much power as New York City and San Diego combined. Experts say it’s ‘scary’

Andrew Chien told Fortune he’s been a computer scientist for 40 years but we’re close to “some seminal moments for how we think about AI and its impact on society.”

Benzinga

Taiwan Semiconductor Plans Ultra-Advanced Chips By 2028 With Massive Taichung Fab

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) stock trended on Wednesday following reports that the contract chipmaker plans to break ground on a new 1.4-nanometer fabrication plant in Taichung next quarter.

Tom’s Hardware

Alibaba announces partnership with Nvidia despite Beijing’s bans — Chinese e-commerce giant is prioritizing AI with plans for global expansion

Alibaba is partnering with Nvidia for its Physical AI software stack, while also announcing plans to expand the global footprint of its data centers.

Benzinga

IREN Stock Gains 510%—Is More Upside Possible?

IREN Limited (NASDAQ:IREN) shares have skyrocketed an extraordinary 510% over the past six months, prompting investors to ask whether there is still more upside ahead.

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