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The Latest Breaking News from Nvidia

Morgan Stanley's Lisa Shalett Says Nvidia At the Center Of A Possible 'Cisco Moment' For AI In 24 Months: 'Not Going To Be Pretty'

Lisa Shalett, the chief investment officer at Morgan Stanley’s (NYSE:MS) wealth management business, has expressed her concerns about the current market boom, which she believes is heavily reliant on massive capital investments in generative artificial intelligence.

Benzinga

Gigabyte Gaming A16 review

Not all RTX 5060s are built equal.

PC Gamer

Taiwan Semiconductor's Growth Streak Continues As Apple And Nvidia Orders Pile Up

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported that its consolidated net revenue for September 2025 reached 330.98 billion New Taiwanese dollars, up 31.4% year-over-year. The revenue declined just 1.4% from August 2025.

Benzinga

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China Tightens Grip On Rare Earth Exports To Protect 'National Security' As Tech Giants Brace For Impact

China tightened its grip on the export of rare earth minerals and related technologies, escalating tensions with Washington ahead of an expected meeting between President Donald Trump and Chinese leader Xi Jinping later this month. China Says New Rules To Protect ‘National Security’ Foreign companies will need approval to export…

Benzinga

Dan Ives Says Q3 Tech Earnings Will 'Exceed The AI Hype,' Expert Adds Tariff Impact On Other Firms Will Be 'Much Less Than Anticipated'

Prominent tech analyst Dan Ives is predicting a “very strong” third-quarter earnings season for tech stocks, suggesting the results will “match/exceed the AI hype.”

Benzinga

Elon Musk's Tesla Robot Masters Kung Fu Without Human Control — Jim Cramer Says Nvidia Tech Made It Possible

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk unveiled a new milestone in robotics over the weekend — sharing a video of the company's humanoid robot, Optimus, performing Kung Fu entirely without human control — a feat Jim Cramer said was made possible by Nvidia Corporation's (NASDAQ:NVDA) advanced AI technology.

Benzinga

Nvidia CEO Jensen Huang Says He's 'Surprised' AMD Would Give Away 10% Of The Company In Its Deal With OpenAI: 'It's Clever, I Guess'

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang weighed in on Advanced Micro Devices, Inc.'s (NASDAQ:AMD) partnership with OpenAI, calling the move "imaginative" but "surprising."

Benzinga

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Costco, AMD, Recursion Pharmaceuticals, Cipher Mining And Snowflake: Why These 5 Stocks Are On Investors' Radars Today

On Wednesday, major U.S. indices closed mixed, with the Nasdaq rising 1.1% to 23,043.38 and the SP 500 slipping nearly 0.6% to 6,753.72. The Dow Jones Industrial Average was unchanged at 46,601.78.These are the top stocks that gained the attention of retail traders and investors through the day: Costco Wholesale…

Benzinga

Jensen Huang Wishes Nvidia Gave Elon Musk More Money For xAI: 'Want To Be Part Of' Everything He Does

NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang had praise for billionaire Elon Musk when asked about an investment in xAI on Wednesday.

Benzinga

S&P 500 Hits New Highs as Rally Resumes: Stock Market Today

Tech stocks were the biggest gainers on Wall Street today, with Nvidia and Dell making notable moves.

Kiplinger

As Jeff Bezos Warns of an ‘AI Bubble,’ This Could Be the Safest Magnificent 7 AI Stock to Buy Now

Nvidia is an AI stock that continues to trade at a reasonable multiple in 2025, despite generating outsized returns over the last five years.

Barchart

Analysts Say Micron Has ‘More Room to Run.’ Should You Buy MU Stock Here?

Micron’s AI-fueled rally may not be done yet, but investors should weigh the memory boom’s upside against a potential cyclical cooldown.

Barchart

Nvidia Stock Got Rocked by AMD’s OpenAI Deal, But Wall Street Still Loves NVDA

Despite the recent downturn, Nvidia continues to find takers among the analyst community.

Barchart

Big Tech Earnings To Validate AI Spending Surge

Big Tech is gearing up for a blockbuster earnings season as surging enterprise demand for artificial intelligence propels growth across cloud giants, signaling what could be the next major leg of the AI investment boom.

Benzinga

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TechRadar

Intel's most powerful CPU ever may have been spotted - 86-core Granite Rapids-WS has a 4.8GHz base speed and will give AMD's ThreadRipper HEDT a run for its money

Intel Granite Rapids-WS engineering sample spotted online with 86 cores and 172 threads.

Barchart

AMD Stock Is Soaring on an OpenAI Deal, But Analysts Still Think It Can Climb 35% From Here

AMD stock gained more than 20% on Monday, following its partnership with OpenAI, which is expected to significantly widen the chipmaker's revenue base.

The Independent UK

Is there an AI bubble? Financial institutions sound a warning

Financial institutions are raising concerns about a potential AI investment bubble

Fortune

Bank of England on AI mania: ‘Stretched’ stock valuations ‘comparable to the peak of the dotcom bubble’

The top five members of the S&P 500 command nearly 30% of market share, a record high for any point over the past 50 years.

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news in one place.

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The Guardian - UK

The AI valuation bubble is now getting silly

The broad parallels are genuinely close to the madness of the late-1990s dotcom bubble

Barchart

Unusual Activity in Advanced Micro Devices Options Highlight Investors' Enthusiasm - But Is AMD Stock at a Peak?

Today, a large volume of call options in AMD stock traded after Advanced Micro Devices announced a major deal with OpenAI on Oct. 6. AMD shot up 28.5% and it's up 6% again today. Investors are bullish on its upside.

Barchart

Can AMD Stock Keep Flying After an 85% Takeoff?

AMD’s long-term catalysts are compelling. However, after a 76% rally, AMD isn’t cheap.

Benzinga

The AI Blob: Capitalism's New Feeding Frenzy

If you want to see capitalism at its most feverish, forget crypto or meme stocks. The new mania has a more respectable name: AI Infrastructure. Data centers, mazes of silicon and cooling coils, are devouring every spare dollar, pound of copper and parcel of land they can find.

Fortune

Jensen Huang shrugs off Trump’s $100K visa fee, says Nvidia will foot the potential $147 million bill anyway: ‘Legal immigration remains essential’

Huang said the “miracle of Nvidia” wouldn’t be possible without immigration.

MarketBeat

AMD and OpenAI: A Partnership That Just Redrew the AI Map

AMD's landmark partnership with OpenAI validates its AI technology and redefines its long-term growth potential in the competitive semiconductor industry.

Benzinga

AI Party Is Not Over, Goldman Sachs Issues Top Picks

Goldman Sachs is doubling down on artificial intelligence, highlighting infrastructure and data management as prime investment opportunities despite market concerns over high valuations.

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