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The Latest Breaking News from Nvidia

Trump discloses thousands of stock trades, some in companies directly influenced by his policies

President Donald Trump has broken tradition by actively trading stocks. His portfolio saw over 3,600 buy and sell orders in the first quarter. Many trades involved companies directly affected by his presidential decisions. This extensive trading activity contrasts sharply with previous presidents who divested or used blind trusts.

The Economic Times

Wall St ends lower as inflation worries push up yields

US stocks closed lower after yields climbed to their highest level in more than a year on mounting inflation concerns.

AAP

Cerebras Stock Staged an Explosive IPO. Investors Now Are Betting on 1.5% of Nvidia and AMD’s Combined Market Value for a Chance at Riches.

Cerebras Systems’ explosive IPO has pushed its valuation near the $100 billion threshold, driven entirely by a market vote of confidence in its revolutionary architecture rather than current financials.

Barchart

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Stocks Struggle With Spiking Bond Yields: Stock Market Today

The war in the Middle East doesn't appear to be going away anytime soon. On the other hand, Nvidia will report earnings after the closing bell on Wednesday.

Kiplinger

US stocks today: US stocks slip as inflation worries push Treasury yields higher

Wall Street closed lower as rising U.S. Treasury yields and persistent inflation fears pressured equities, with the Nasdaq leading losses. Elevated oil prices amid Iran tensions and uncertainty over Federal Reserve policy weighed on sentiment, while investors stayed cautious ahead of Nvidia earnings, seen as critical for sustaining AI-driven market…

The Economic Times

Google Gemini's Verify AI might finally solve my online image trust issues — especially with support from Nvidia and OpenAI

Google I/O 2026 has showcased a possible solution to my online image trust issues: Verify AI.

TechRadar

Nvidia Stock Has Underperformed in 2026. Billionaire Hedge Funds Are Still Gobbling It Up.

Tiger Global significantly increased its Nvidia holdings, although the stock has delivered roughly 20% gains this year.

Barchart

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A Deep Dive Into NVIDIA’s Latest Portfolio Moves

NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.

MarketBeat

Nvidia shares set for $350 billion price swing after earnings, options show

Nvidia's market value is expected to see a substantial swing following its earnings report. Options trading suggests investors remain optimistic about the AI giant. However, there is also a growing trend of hedging and profit-taking in the semiconductor sector. This indicates high expectations for Nvidia, as it leads the AI-driven…

The Economic Times

Nvidia Is Moving Beyond LLMs to Superlearners, the Possible Precursor to AGI. What That Means for NVDA Stock.

By promoting research on the possible next phase of AI, Jensen Huang is ensuring Nvidia is best placed to power the future revolution.

Barchart

Nvidia Just Proved ‘AI Efficiency’ Is Fake as Layoffs Rise: ‘The Cost of Compute Is Far Beyond the Cost of Employees’

Big corporations are using AI investment as an excuse to cut jobs. But according to Nvidia's VP of applied deep learning, the economics behind these mass layoffs don't add up.

Barchart

Eli Lilly shares bought on Trump’s behalf as his policies benefited drug firm

Filings reveal $220m to $750m in trades on US president’s behalf in first quarter of 2026, including securities linked to largest US companies

The Guardian - US

Dell Teams Up with Nvidia to Scale AI Agents. DELL Stock May Already Be Overvalued.

Dell partners with Nvidia to expand its AI factory surrounding agentic AI.

Barchart

US stock market crashes today: Dow Jones, S&P 500, and Nasdaq fall hard as bond yields hit 19-year high - Nvidia, Broadcom, AMD, and Amazon lead massive Wall Street selloff

US stock market crashes today as Dow Jones, S&P 500 and Nasdaq plunge. The Dow Jones Industrial Average dropped more than 237 points, while the S&P 500 and Nasdaq slid deeper into negative territory as technology and AI-linked stocks faced heavy selling pressure. A perfect storm of soaring Treasury yields,…

The Economic Times

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MarketBeat

Astera Labs Touts AI Connectivity Boom as Scorpio, Optics Fuel Growth Outlook

Astera Labs (NASDAQ:ALAB) executives said the company expects continued broad-based growth across its connectivity product portfolio, driven by rising demand for AI infrastructure, custom silicon deployments and emerging optical interconnect opportunities. Speaking at J.P. Morgan’s 54th annual Tech

AAP

US stocks fall further from their records after bond markets crank up the pressure

The U.S. stock market is giving back more of its record-setting rally as bond markets rattled by high inflation keep cranking up the pressure

The Economic Times

Michael Burry’s AI crash warning grows louder: Is Nvidia-driven hype and record venture capital funding pushing Wall Street toward another dot-com disaster?

Michael Burry’s AI bubble warning is shaking Wall Street after fresh data showed 87% of venture capital funding now flows into artificial intelligence companies. The “Big Short” investor compared today’s AI investment boom to the dangerous dot-com bubble before the 2000 market crash. Burry warned that rising AI debt, aggressive…

Barchart

Nvidia’s Blockbuster Quarter Is Coming — And NVDA Stock Is Still Cheap

With AI spending continuing to soar, Nvidia’s expanding revenue base, pricing power, and leadership in next-generation chips position it for continued upside.

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AAP

US stocks fall further from their records

The U.S. stock market is giving back a bit more of its record-setting rally

Barchart

Corning Stock Rallies to All-Time Highs as AI Optical Boom Builds

The company’s partnership with Nvidia reinforces the reality that optical connectivity is a bottleneck.

AAP

US tech stocks pull back, dragging indexes a bit further below their latest records

Technology stocks are giving back some more of their meteoric rises and are pulling the U.S. stock market a bit further from its all-time highs

The Economic Times

Nvidia's outlook will be a test of its strategy to maintain AI dominance

Nvidia anticipates strong earnings but faces new competition in AI chips. Demand is shifting to processors that run AI in real-time, a market where rivals like Alphabet and Amazon are making strides. Traditional players Intel and AMD are also pushing new chips.

International Business Times UK

Michael Burry Ramps Stakes in Beaten-Down Stocks Like Adobe, PayPal Amid 'Mass Whale Fall' Phenomenon

Michael Burry boosts stakes in MercadoLibre, Adobe, PayPal, and Lululemon, applying his contrarian strategy. Discover why he sees growth potential amid AI fears and market undervaluation.

TechRadar

'I’ve got big ambitions now!', Nvidia CEO Jensen Huang says we're finally in the era of "useful AI" — and things will only get faster

"What took weeks now takes days, and what takes days now takes hours" says Nvidia CEO, promising "the new Jensen" soon.

AAP

Wall Street points lower and oil prices remain above $100 with Iran a dominant force in markets

Wall Street is leaning toward losses and oil prices remain above $100 per barrel as uncertainty about a resolution in the Iran war continues to be the biggest drag on markets

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