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The Latest Breaking News from Nvidia

US Genesis Mission Leaves Out xAI as DOE Partners Warn of High-Stakes Research Impact

The US Genesis Mission, a massive national AI initiative launched by President Trump and led by the DOE, aims to accelerate scientific discovery by leveraging federal data and top partners such as Google, Microsoft, and OpenAI.

International Business Times UK

Trump administration touts Genesis Mission to try and win the AI race—White House compares scope of its initiative to the Manhattan Project

On the heels of its AI Action Plan announced earlier this year, the US government is now

Tom’s Hardware

Google TPUs Are 'Cost-Effective Hedge,' Not Replacement For Nvidia, Strategist Says

Despite reports of Meta Platforms Inc. (NASDAQ:META) possibly shifting billions in AI hardware spending to Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google’s TPUs, one market strategist argues the move is a defensive tactic against supply shortages, not a sign of Nvidia Corp.‘s (NASDAQ:NVDA) ending dominance.

Benzinga

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Dan Ives Drops His 'Top 10' Tech Stocks To Own 'In The AI Revolution' — Here Is The Full List

Wedbush senior analyst Dan Ives has published his “Top 10” tech stocks he believes are best positioned to lead “the AI revolution,” outlining why each company stands out as artificial intelligence becomes the global economy’s defining growth driver.

Benzinga

Google DeepMind Scientist Slams Market After Nvidia, AMD Stocks Tumble: 'Selloff Shows How Clueless The Market Is'

On Tuesday, a sharp dip in Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) sparked unexpected pushback from Google DeepMind researcher arguing the market still doesn't grasp the reality of exploding demand for AI hardware.

Benzinga

Cathie Wood Makes Massive Google Stock Purchase Amid AI Chip Shakeup — Ark Loads Up On Meta, Sells Palantir And AMD Shares

On Tuesday, Cathie Wood-led Ark Invest made significant trades. These trades were executed across multiple Ark ETFs and focused on tech as well as cryptocurrency-related companies.

Benzinga

Donald Trump unveils 'Genesis Mission' — A National AI Push To Reshape Daily Life

Donald Trump's 'Genesis Mission' is a massive national AI initiative launched by executive order, combining US experts, supercomputing power, and private firms to accelerate scientific breakthroughs in medicine, energy, and security.

International Business Times UK

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Possible Windows 11 bug with Nvidia GPUs tanks Assassin's Creed Shadows performance, bringing even an RTX 5090 to its knees

Nvidia recently issued a hotfix for a bug possibly caused by the Windows 11 October update, but it wasn't clear just how bad this glitch was.

TechRadar

Nvidia is so spooked by Google’s sudden AI comeback that it’s posting on X to defend itself

“We’re delighted by Google’s success,” Nvidia said, perhaps passive aggressively.

Fortune

A $4 Billion Reason to Buy Nokia Stock Now

Nokia has agreed to invest $4 billion in U.S. R&D and manufacturing.

Barchart

Stocks Settle Higher as US Economic News Lifts Fed Rate Cut Expectations

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up by +0.91%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up by +1.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +0.58%. December E-mini S&P futures (ESZ25 ) rose +0.90%, and December...

Barchart

Why Investors Are Suddenly Watching Nebius Stock Closely

Nebius stock reveals an early signal of a massive cloud opportunity.

Barchart

Dow Gains 664 Points as Rate-Cut Hopes Rise: Stock Market Today

Markets are pricing in higher odds for a December rate cut, fueling a major rally in stocks ahead of the Thanksgiving holiday.

Kiplinger

Will the S&P 500 Rally in December? These 3 Signals Point to a Big Move Ahead

The S&P 500 is set up to rally in December as macroeconomic headwinds ease and the AI trade is reignited. A new high may be set before year's end.

MarketBeat

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Benzinga

Nvidia Is A 'Generation Ahead,' But 'Delighted' For Google

Nvidia Corp. (NASDAQ:NVDA), the leader in AI hardware, issued a masterclass in competitive positioning on Tuesday by simultaneously praising rival Google while boldly reaffirming its own technological supremacy.

Benzinga

CoreWeave (CRWV) Stock Is Sliding Tuesday: Here's The News Unsettling Investors

CoreWeave Inc (NASDAQ:CRWV) shares are trading lower on Tuesday afternoon, caught in the crossfire of a potential shift in the AI hardware market. Here’s what investors need to know.

Benzinga

Google, Meta Rises As Nvidia Sinks; AI ETFs Caught In A Rare Big-Tech Vs. Theme Trade Split

Alphabet Inc.’s (NASDAQ:GOOGL) sprint toward a $4 trillion valuation lit up Wall Street on Tuesday, yet AI-focused ETFs sat out the celebration. Google shares jumped on Tuesday following a report indicating that Meta Platform Inc. (NASDAQ:META) may use Google's AI chips in its data centers. A powerful year-long rally fueled by its sharpened…

Barchart

As Microsoft Partners Up with Nvidia and Anthropic, Should You Buy, Sell, or Hold MSFT Stock?

Microsoft is poised to benefit from large partnerships with two of the largest and most important AI startups of our time.

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Barchart

Nvidia Stock Is Selling Off on Google-Meta Deal. Should You Buy the NVDA Dip Today?

Nvidia shares sink on reports Meta Platforms could soon switch to Google’s custom AI chips to power its AI data centers. But Cramer recommends sticking with NVDA stock for the long-term.

Benzinga

Nvidia Eyes Worst Month Since 2022 — Will December Bring Relief Or More Pain?

Despite reporting one of the most spectacular earnings quarters in its history, NVIDIA Corp. (NASDAQ:NVDA) is on track to end November with its worst monthly performance in over three years, raising fresh questions about whether the chipmaker’s AI-fueled rally has hit a wall.

Barchart

Nvidia Just ‘Dropped the Mic’ But Its Stock Dropped Too. How Should You Play NVDA Here?

Nvidia delivered record AI‑driven results and raised guidance. Yet, its richly valued stock sold off on profit‑taking and AI‑bubble jitters, creating a potential buy‑the‑dip setup for investors who believe the multi‑year AI capex cycle still has room to run.

Benzinga

5 Fintechs To Consider Selling As The Market Stays Frothy

The AI gold rush returned with a flourish last week as solid earnings from NVIDIA and Google's Gemini 3 calmed jittery investors. However, two big up days don't make a rally, and the large trading ranges in major indices usually aren't signs of a confident market.

Barchart

Get Out of Your Cave and Out onto the Field, Says Wedbush. The AI Game for NVDA Stock Is Still a ‘Field of Dreams.’

Dan Ives reiterated that Jensen Huang is the Godfather of AI and that the AI thesis is still only in the third inning, as NVDA Q3 results were seen as defeating the bear thesis.

Benzinga

Small Caps, Pharma Surge As AI Rotation Broadens, Nvidia Tumbles: What's Moving Markets Tuesday?

Wall Street's sector rotation entered full throttle Tuesday, with investors pouring into previously overlooked corners of the market amid an AI-driven shift that now favors undervalued small caps and defensive names such as health care.

Fortune

Markets wipe $250 billion off Nvidia as they digest Google's revenge, with Gemini 3 emerging as 'current state-of-the-art'

What if AI’s version of Google turns out to be…Google?

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