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The Latest Breaking News from Nvidia

OpenAI, Nvidia And Oracle Building A High-Tech House Of Cards? Expert Warns 'Infinite Money Glitch' Could Trigger AI-Led Job Losses And Market Chaos

A critical examination of the AI industry’s financial mechanics, dubbed the “AI Infinite Money Glitch,” is raising alarms among financial analysts and tech critics.

Benzinga

Elon Musk's xAI Set For $20B Cash Surge — Nvidia Chips At The Heart Of His AI Dream

Elon Musk's xAI is set to secure a massive $20 billion in new funding, with Nvidia playing a pivotal role as both investor and supplier. The deal underscores how crucial Nvidia's chips are to Musk's ambitions to build one of the world's most powerful AI supercomputers.

International Business Times UK

Elon Musk Questions OpenAI's 'Nonprofit' Status After $500 Billion Valuation, Nvidia's $100 Billion Deal And AMD Stake

Earlier this week, Elon Musk reignited his criticism of OpenAI's corporate structure after a post highlighted the company's soaring valuation and deep partnerships with tech giants like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD).

Benzinga

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Jim Cramer Recalls First Betting On Nvidia In 2009 — Says Jensen Huang Was '20 Years Ahead' Of His Time As Stock Soars Over 1,244% In Past 5 Years

On Tuesday, Jim Cramer reflected on his early conviction in Nvidia Corp. (NASDAQ:NVDA), calling CEO Jensen Huang one of the most visionary leaders in tech history as the chipmaker's meteoric rise continues.

Benzinga

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Destructoid

Nvidia's Jensen Huang Downplays AMD Rivalry, Says 'We're Very Different Companies' Following Partnership With OpenAI

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI.

Benzinga

Nvidia To Reportedly Cover Trump's $100,000 H1-B Visa Fee For New Hires, Says CEO: 'Not...Possible Without Immigration'

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has reportedly assured employees that the company will continue sponsoring H-1B visas, despite President Donald Trump‘s recent executive order to impose a $100,000 fee on new applications.

Benzinga

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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

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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MarketBeat

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.

Fortune

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.”

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Benzinga

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.

Fortune

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

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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