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The Latest Breaking News from Nvidia

Nvidia Termed 'Undervalued' By Masayoshi Son Last Year, Now Worth $5 Trillion: Here Is What Japanese Billionaire Investor Said About Ongoing AI Hype

As Nvidia Corp. (NASDAQ:NVDA) races past a record-breaking $5 trillion valuation, a remark from SoftBank Group (OTC:SFTBF) (OTC:SFTBY) CEO Masayoshi Son last year that the chipmaker was "undervalued" looks remarkably prescient.

Benzinga

Nvidia Partners With $750M Startup Spectro Cloud To Fix AI's Biggest Problem: Companies Waste 70% Of Their GPU Computing Power

Spectro Cloud, a Goldman Sachs–backed (NASDAQ:GS) startup valued at about $750 million, announced on Tuesday that it entered a strategic partnership with Nvidia (NASDAQ:NVDA) to address one of the biggest challenges in artificial intelligence: approximately 70% of computing power that often sits unused.

Benzinga

Stocks Close Higher on M&A and AI Optimism

The S&P 500 Index ($SPX ) (SPY ) on Monday rose +0.10%, the Dow Jones Industrials Index ($DOWI ) (DIA ) fell -0.52%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.37%. December E-mini S&P futures (ESZ25 ) rose +0.09%, and December E-mini Nasdaq futures (NQZ25 ) rose...

Barchart

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OpenAI and Amazon sign $38 billion deal for AI computing power

OpenAI and Amazon have signed a $38 billion deal to run OpenAI's systems on Amazon's cloud services

The Independent UK

'America First, Even in AI': Trump Warns Nvidia's Blackwell Chip Is 'Not for Other People'

President Donald Trump vows that Nvidia's new 'Blackwell' AI chip will be reserved for US use only, signalling tighter export controls and intensifying the tech race with China.

International Business Times UK

Move Over Nvidia: These ETFs See Amazon As The Next AI Infrastructure Star

The latest stock rally in Amazon.com Inc (NASDAQ:AMZN) is doing more than rewarding shareholders, it is redrawing the ETF map for AI exposure.

Benzinga

A $9.7 Billion Reason to Buy IREN Stock Right Now

IREN stock soars as the company inks a $9.7 billion deal with Microsoft. But IREN shares still aren’t worth owning heading into 2026.

Barchart

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Trump Imposes Export Ban On Nvidia Blackwell AI Chip — China's Tech Dreams Face a Setback

The US-China tech rivalry intensifies as President Donald Trump confirms an export ban on Nvidia's most advanced Blackwell AI chips, reserving them exclusively for American companies.

International Business Times UK

OpenAI signs $38bn cloud computing deal with Amazon

Agreement to use AWS datacentres, and Nvidia chips inside them, part of $1.4tn spending spree on AI infrastructure

The Guardian - UK

Trump says that nobody 'other than the United States' should have Nvidia's Blackwell AI chips

But Nvidia would quite like to sell in China again one day.

PC Gamer

9 'Second-Level' AI Trades To Consider Buying Now

Everyone knows the story: artificial intelligence (AI) is the next big thing. Headlines focus on Nvidia (NASDAQ:NVDA) , Microsoft (NASDAQ:MSFT), and the handful of giants building the chips and software that power machine learning.

Benzinga

IREN, Cipher Bag Billion-Dollar AI Deals: Which Company Is Next?

IREN Ltd (NASDAQ:IREN) and Cipher Mining Inc. (NASDAQ:CIFR) burst into the spotlight on Monday with multi-billion-dollar deals that are reshaping the AI infrastructure arms race.

Benzinga

Trump says no Blackwell chips to be sold to China — Nvidia re-entry into Beijing nixed despite temporary trade truce

Despite a trade truce, Trump has just made it clear that Nvidia's flagship AI GPUs from its Blackwell lineup will not be allowed to be sold to China.

Tom’s Hardware

This Robotaxi Stock Just Scored a Major Win. Should You Buy It Here?

WeRide just got a driverless taxi permit for the UAE.

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Benzinga

Palantir Q3 Preview: 'AI Juggernaut' Can Double Market Cap To $1 Trillion, Analyst Says

Palantir Technologies Inc (NASDQ:PLTR) reports third-quarter financial results on Monday after market close, with shares trading at all-time highs.

Benzinga

Nvidia Rallies As Microsoft Expands AI Infrastructure In Middle East With US Backing

Nvidia Corp (NASDAQ:NVDA) shares are trading higher after the U.S. reportedly approved Microsoft Corp (NASDAQ:MSFT) to ship the U.S. chip designer’s artificial intelligence chips for use in the United Arab Emirates (UAE).

The Independent UK

Microsoft to ship 60,000 Nvidia AI chips to UAE under US-approved deal

Microsoft has announced it will ship Nvidia's advanced AI chips to the United Arab Emirates

Barchart

Stocks See Support From M&A and AI Optimism

The S&P 500 Index ($SPX ) (SPY ) today is up +0.08% the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.41%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.55%. December E-mini S&P futures (ESZ25 ) are up +0.16%, and December E-mini Nasdaq futures...

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Benzinga

Nvidia To Rally Around 73%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

International Business Times

IREN Stock Update: Data Company Shares Surge After Inking Massive Microsoft Deal

Shares of IREN Ltd. (NASDAQ: IREN) jumped sharply on Monday after the company announced a landmark five-year, $9.7 billion contract with Microsoft Corp. to deliver advanced AI cloud infrastructure powered by NVIDIA GB300 GPUs at its massive Texas campus.

Windows Central

Xbox Cloud Gaming just got its biggest upgrade yet — but will anyone pay for it?

Microsoft's big Xbox Cloud Gaming upgrades are rolling out, delivering 1440p resolution at 60 FPS. But, with a 50% price hike in tow — is this going to be the next big thing, or will it struggle like Stadia did previously?

Euronews

Nvidia’s most powerful chips will stay in the United States, Trump says

Nvidia’s most powerful semiconductors will be reserved for American AI companies, says US President Donald Trump.

Benzinga

Stock Market Today: Dow Jones, Nasdaq Futures Rise After Stellar October Gains— Micron Technology, Palantir, Hims & Hers In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs and the headline were updated in the story.

Benzinga

Top Analysts Divided On Palantir Ahead Of Earnings: 400x PE Is 'Totally Justified,' Says Tom Nash, Another Warns It Is 'Three Times' Overvalued

Prominent analysts are divided on enterprise AI giant Palantir Technologies Inc.’s (NASDAQ:PLTR) prospects, ahead of the company’s third-quarter results on Monday.

International Business Times UK

NVIDIA CEO Jensen Huang Says Trump's $100K Visa Fee Would Have Killed His American Dream — Company Will Cover It

NVIDIA CEO Jensen Huang states Trump's $100,000 H-1B visa fee would have prevented his family's immigration, and vows the company will cover costs for its international staff.

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