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The Latest Breaking News from Nvidia

Trump's Nvidia Export Deal Collides With AI GAIN Act — Chipmaker Warns New Bill Could Cripple Global Competition

NVIDIA Corp. (NASDAQ:NVDA) warned on Friday that proposed Congressional legislation could undermine its global competitiveness, creating tension with President Donald Trump‘s recent export deal allowing chip sales to China.

Benzinga

OpenAI widely thought to be Broadcom's mystery $10 billion custom AI processor customer — order could be for millions of AI processors

Broadcom has secured a $10 billion deal to supply custom AI accelerators and rack-scale hardware to an undisclosed customer — widely believed to be OpenAI — signaling that the design has been validated and full-scale deployment is on track for late 2026.

Tom’s Hardware

Stocks Fade on Economic Concerns after Weak US Unemployment Report

The S&P 500 Index ($SPX ) (SPY ) on Friday fell -0.32%, the Dow Jones Industrials Index ($DOWI ) (DIA ) fell -0.48%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.08%. September E-mini S&P futures (ESU25 ) fell -0.35%, and September E-mini Nasdaq futures (NQU25 ) rose...

Barchart

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Powerball Hits $1.8 Billion: 10 Things To Buy With Winnings, Including Cryptocurrency, Stocks, Gold And Tesla Vehicles

The Powerball drawing set for Saturday Sept. 6 continues to grow and is approaching records, currently set at $1.8 billion.

Benzinga

Big Tech Titans Including Nvidia, Google And Bill Gates Back $863 Million Bet On Nuclear Fusion As Next Energy Revolution

The future of energy just got a massive boost from Silicon Valley’s biggest players. Nuclear fusion company Commonwealth Fusion Systems announced on Aug. 28 that it secured $863 million in Series B2 funding, with AI giant Nvidia (NASDAQ:NVDA) joining as a first-time investor.

Benzinga

Advanced Micro Devices' 2026 Forecasts Are Way Too Low

Advanced Micro Devices is poised to reclaim market share in 2026, and the analysts are underestimating its potential, setting it up to outperform.

MarketBeat

Options Corner: Why Nvidia's Red-Stained Chart May Be Good News For Contrarian Investors

Both history and folklore are replete with accounts of circumstances looking incredibly grim — until an unexpected catalyst delivers a much-needed reprieve. Investors of semiconductor giant Nvidia Corp (NASDAQ:NVDA) will be hoping for just such a turnaround. While the company has practically been synonymous with the remarkable rise of artificial…

Benzinga

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Wall Street Loves This Underdog Chip Stock

This underdog chip stock is emerging as Wall Street’s new favorite, fueled by explosive growth and a multibillion-dollar AI opportunity.

Barchart

Lenovo finally joins HP and Dell in launching a mobile workstation with Core Ultra 9 285 HX CPU and Nvidia RTX Pro 5000 Blackwell GPU

Lenovo unveils ThinkPad P16 Gen 3 flagship workstation with Core Ultra 9 285 HX CPU and Nvidia RTX Pro 5000 Blackwell graphics.

TechRadar

3 Stocks To Consider After Google's Favorable Anti-Trust Ruling

A federal judge's decision this week, allowing Google (NASDAQ:GOOG) to maintain its Chrome browser and dominant search business, has Wall Street breathing a sigh of relief.

Benzinga

Congressman Snaps Up $3.7 Million In Magnificent 7 Stocks—One Pick Stands Out

Stock purchases by members of Congress can draw attention from retail investors for several reasons, including their small-cap status, sector representation through committee assignments, or reporting after disclosure deadlines.

Benzinga

Nvidia's $1.5 Billion Lambda Loop Looks A Lot Like CoreWeave 2.0

Nvidia Corp (NASDAQ:NVDA) is paying $1.5 billion to rent its own chips – yes, the same GPUs it sold to Lambda, a cloud startup it partly owns. If this feels like déjà vu, that's because it is: Nvidia ran the same play with CoreWeave Inc (NASDAQ:CRWV) before its IPO, and…

Benzinga

Nvidia CEO Jensen Huang sent research reports on Sundays to SoundHound’s CEO for feedback—an unusual ritual that helped grow the $5 billion AI firm

Nvidia’s Jensen Huang became an unlikely mentor to SoundHound’s Keyvan Mojajer—helping transform a dorm room idea into a $5 billion AI company.

Fortune

Stocks Turn Lower on Economic Concerns after Weak US Unemployment Report

The S&P 500 Index ($SPX ) (SPY ) today is down -0.56%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.25%. September E-mini S&P futures (ESU25 ) are down -0.49%, and September E-mini Nasdaq futures...

Barchart

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Benzinga

Nvidia's Empire Just Took A Hit - Broadcom's $10 Billion Deal Is The Plot Twist

For years, Nvidia Corp (NASDAQ:NVDA) has been the undisputed king of AI hardware, but OpenAI just threw a curveball. The ChatGPT maker has inked a $10 billion deal with Broadcom Inc (NASDAQ:AVGO) to co-design and mass-produce its own AI chips by 2026, signaling a seismic shift away from Nvidia's grip…

Tom’s Hardware

Nvidia signs $1.5 billion deal with cloud startup Lambda to rent back its own AI chips — 18,000 GPUs will be leased over 4 years, as Lambda gears up for its IPO

Nvidia, the source of origin for much of the contemporary AI hype, is now looking to rent back its own chips from Lambda. The Green Team is already a heavy investor in the AI startup but will now lease 18,000 GPUs over a 4-year long period, helping Lambda ready up…

Barchart

Stocks Lower after Weak US Unemployment Report

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.14%. Stocks are lower after today’s weak US payroll report, which solidified market expectations for...

PC Gamer

OpenAI has teamed up with Broadcom to make its own AI processors, according to a report, possibly as part of a long-term plan to move away from Nvidia's GPUs

Broadcom recently announced a $10 billion deal with one unnamed customer. Hmmm.

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TechRadar

Just bought a $3,000 TV? Here's why you may need a $6,000 video processor to go with it

External video processors are a pricey addition to any home theater, but if you're looking to get the best possible picture quality, they can be worth the money.

Barchart

Stocks Higher as Weak US Unemployment Report Bolsters Case for Multiple Fed Rate Cuts

The S&P 500 Index ($SPX ) (SPY ) today is up +0.83%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.77%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.93%. September E-mini S&P futures (ESU25 ) are up +0.38%, and September E-mini Nasdaq futures...

Benzinga

Ross Gerber Slams Warren Buffett's Apple Exit, Rejects AI Bubble Comparisons As 'Dumb' Doubts Over Tech Growth Swirl

Tech investor Ross Gerber dismissed comparisons between the AI boom and the dot-com bubble. He also criticized Warren Buffett for reducing his stake in Apple Inc. (NASDAQ:AAPL).

Barchart

Broadcom's Free Cash Flow Surges With Higher FCF Margins, Implying a 25% Higher Value for AVGO Stock

Broadcom, a direct competitor to Nvidia in AI chip making, saw its Q3 free cash flow surge again, along with a rise in its FCF margins on strong AI-related chip demand. That could push AVGO stock over 25% higher.

GOBankingRates

5 Billionaires Who Have a Shot at Becoming the Next Jeff Bezos

These 5 billionaires are making bold moves—could one of them become the next Jeff Bezos? See who’s rising fast in tech, retail, and innovation.

Benzinga

What's Going On With Nvidia Stock Friday?

Nvidia Corp. (NASDAQ:NVDA) shares traded lower Friday after Broadcom Inc. (NASDAQ:AVGO) delivered stronger-than-expected quarterly results and confirmed a landmark partnership with OpenAI that could intensify competition in the artificial intelligence hardware market.

Fortune

When AI’s ‘inevitable slowdown’ comes it could tank the S&P 500 by up to 20%, Goldman Sachs says

The looming danger, Goldman says, is when Amazon, Alphabet, Amazon, Meta, Microsoft, and Oracle decide to reduce their capital expenditure.

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