The Latest Breaking News from Nvidia

Forget Nvidia—Tepper Just Banked $57 Million On This Under-The-Radar AI Play

David Tepper, billionaire hedge fund manager at Appaloosa Management, is quietly reaping big rewards this summer. While Nvidia Corp (NASDAQ:NVDA) grabs headlines, Tepper's under-the-radar bet on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has surged nearly 25% in under three months, generating roughly $57 million in paper gains.

Benzinga · Sep 24, 2025

Move Over, Nvidia—Micron's Rally Just Rewired The AI ETF Playbook

Micron Technology Inc’s (NASDAQ:MU) fiscal Q4 profit beat on both the top and bottom line is placing the chipmaker under sharper focus for ETF investors seeking to catch the next wave of the semiconductor rally. The timing is especially noteworthy as investors in the industry’s bellwether, Nvidia Inc (NASDAQ:NVDA), look…

Benzinga · Sep 24, 2025

This Analyst Thinks CoreWeave Stock Can Jump 50%. Should You Buy CRWV Now?

CoreWeave scales rapidly in AI compute, balancing growth potential with steep operating costs and losses.

Barchart · Sep 24, 2025

Fears of the death of Intel Arc GPUs may be exaggerated – despite Nvidia deal, a powerful new graphics card is rumored

Intel and Nvidia partnership may not spell doom for Arc GPUs after all, if a new rumor about a high-end graphics card pans out.

TechRadar · Sep 24, 2025

Legendary Investor Rob Arnott Calls AI Chatbots 'Brilliant' But Warns Against AI Stocks—Recommends 2 Better Segments

Rob Arnott, the founder of Research Affiliates and a legendary investor, is impressed by the capabilities of AI chatbots. However, he remains cautious about the future of AI stocks.

Benzinga · Sep 24, 2025

Broadcom Price Targets Just Reached Above $400 for the First Time

Just like Broadcom shares, Wall Street analysts are lifting their price targets on the stock to new heights. Two analysts now see the stock moving above $400.

MarketBeat · Sep 24, 2025

Trump’s Bet on Intel Stock Is Up 50%. Should You Try to Get In on the INTC Action Too?

The government’s stake in Intel has increased by 50% after Nvidia invested in the company.

Barchart · Sep 24, 2025

Nvidia and OpenAI partnership is a catalyst for enterprise AI growth, says Wedbush’s Dan Ives

Nvidia will invest up to $100 billion in OpenAI as the artificial intelligence lab sets out to build hundreds of billions of dollars in data centers.

Fortune · Sep 24, 2025

Intel could be working on its own multi-frame generation tech — XeSS MFG name and logo found in Arc graphics driver files

Intel might be working on its own multi-frame generation to combat Nvidia and AMD. Buried within the latest Arc graphics fiver, someone on Reddit found mentions of "Multi-Frame Generation (XeSS)" along with a potential logo — all hinting at Intel's own multi-frame gen tech.

Tom’s Hardware · Sep 24, 2025

Yes, one line in a config file for Intel's graphics software really does say 'multi frame generation' but we probably shouldn't get our hopes up

Though I shall completely ignore my own advice and pester Intel constantly until we get it.

PC Gamer · Sep 24, 2025