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The Latest Breaking News from Nvidia

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.

Barchart · Oct 8, 2025

Is there an AI bubble? Financial institutions sound a warning

Is there an AI bubble? Financial institutions sound a warning

Financial institutions are raising concerns about a potential AI investment bubble

The Independent UK · Oct 8, 2025

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

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.

Fortune · Oct 8, 2025

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The AI valuation bubble is now getting silly

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

The Guardian - UK · Oct 8, 2025

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 · Oct 8, 2025

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.

Barchart · Oct 8, 2025

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.

Benzinga · Oct 8, 2025

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

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.

Fortune · Oct 8, 2025

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

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.

MarketBeat · Oct 8, 2025

AI Party Is Not Over, Goldman Sachs Issues Top Picks

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.

Benzinga · Oct 8, 2025

CoreWeave Turns $50 Million Convertible Notes Into $12.5 Billion AI Jackpot For This Hedge Fund (CORRECTED)

CoreWeave Turns $50 Million Convertible Notes Into $12.5 Billion AI Jackpot For This Hedge Fund (CORRECTED)

Editor's Note: This article has been updated for accuracy and clarity.

Benzinga · Oct 8, 2025

Nvidia Invests $5B in Intel: A Strategic Bet to Reshape the CPU-GPU Market

Nvidia Invests $5B in Intel: A Strategic Bet to Reshape the CPU-GPU Market

On September 18, the tech market was abuzz with historic news: Nvidia announced a $5 billion investment in Intel. Furthermore, the companies announced the start of joint development of x86-compatible processors.

inkl · Oct 8, 2025

Jensen Huang Drops Bombshell Warning: Nvidia's Guidance Assumes 'China Zero' — Says US Could 'Hurt American Companies Worse' With Total Tech Ban

Jensen Huang Drops Bombshell Warning: Nvidia's Guidance Assumes 'China Zero' — Says US Could 'Hurt American Companies Worse' With Total Tech Ban

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang stated in a recent interview with CNBC’s Jim Cramer that the AI chip giant's financial guidance already accounts for zero revenue from China.

Benzinga · Oct 8, 2025

Nvidia reportedly signs another blockbuster AI supply deal, this time with Elon Musk's xAI — investment will support $20 billion Colossus 2 Memphis project

Nvidia reportedly signs another blockbuster AI supply deal, this time with Elon Musk's xAI — investment will support $20 billion Colossus 2 Memphis project

Elon Musk’s AI venture xAI is preparing to raise roughly $20 billion through a mixture of equity and debt, with Nvidia playing a central role in the funding structure and chip supply.

Tom’s Hardware · Oct 8, 2025

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Benzinga · Oct 8, 2025

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.

International Business Times UK · Oct 8, 2025

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.

Benzinga · Oct 8, 2025

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 · Oct 8, 2025

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.

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Destructoid · Oct 8, 2025

Best 2XKO settings for less lag and max FPS

Benzinga · Oct 8, 2025

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 · Oct 8, 2025

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.

Axios · Oct 8, 2025

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.

Benzinga · Oct 8, 2025

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 · Oct 8, 2025

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.

The Guardian - UK · Oct 8, 2025

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

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