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The Latest Breaking News from Nvidia

Another billion‑dollar bet: Microsoft spends $9.7B on NVIDIA GPUs to fuel Copilot and Azure AI

The $9.7B deal highlights how AI demand is outpacing compute supply — and why Microsoft keeps signing billion‑dollar contracts.

Windows Central

Stocks Pressured by AI Jitters and Signs of US Labor Market Weakness

The S&P 500 Index ($SPX ) (SPY ) today is down -0.16%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.15%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.42%. December E-mini S&P futures (ESZ25 ) are down -0.15%, and December E-mini Nasdaq futures...

Barchart

Softbank dumps its entire Nvidia portfolio worth $5.8 billion as its CEO goes all-in on OpenAI to the tune of $30 billion

Masayoshi Son, the 68-year-old CEO of SoftBank, has a mixed track record when it comes to massive, high-stakes investments.

Fortune

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Nvidia hasn't canceled RTX 5000 Super refreshes as previously rumored – but don't expect these GPUs anytime soon

RTX 5000 Super GPUs aren't canned, but may not arrive until later in 2026 – with doubts raised over the RTX 6000 timeframe, too.

TechRadar

SoftBank Says Skipping AI Is Riskier Than Betting Big

Japanese investment holding company SoftBank Group (OTC:SFTBF) (OTC:SFTBY) reported second-quarter results on Tuesday.

Benzinga

SoftBank Offloads $15 Billion Nvidia And T-Mobile Stakes To Fund AI Push

SoftBank Group Corp. (OTCPK: SFTBY) has raised over $15 billion by offloading its high-profile stakes in T-Mobile US Inc. (NASDAQ:TMUS) and Nvidia Corp. (NASDAQ:NVDA), as detailed in its fiscal second-quarter earnings report.

Benzinga

Stock Index Futures Slip on AI Caution

December S&P 500 E-Mini futures (ESZ25) are down -0.22%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -0.39% this morning, pointing to a lower open on Wall Street after yesterday’s rally amid renewed concerns over the valuations of some of the biggest beneficiaries of the AI boom.

Barchart

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Musk could be paid $1tn. Nvidia’s worth $5tn. Yet America’s poor are struggling to eat

We may be in a golden age for the super-rich – but it doesn’t feel that way for the 42 million Americans who use Snap

The Guardian - US

Why Is CoreWeave Down Nearly 9% In Pre-Market Despite Strong Q3 Results?

Shares of CoreWeave Inc (NASDAQ:CRWV) declined 8.72% during Tuesday’s pre-market trading session as the Nvidia (NASDAQ:NVDA) backed company trimmed its annual revenue forecast.

Benzinga

Andrew Ng Says AI-Assisted 'Vibe Coding' Revolutionizing Software Development, Making Coding Accessible To CEOs, Non-Engineers

Tech pioneer Andrew Ng says AI-assisted coding, or "vibe coding," is lowering the barrier to software development and giving professionals across industries the tools to innovate faster than ever.

Benzinga

Nvidia Now Larger Than 6 Out Of 11 US Sectors—Tom Lee Says It's 'Cheaper Than Costco:' AI Stocks Still In 'Really Good Shape'

Nvidia Corp.‘s (NASDAQ:NVDA) market capitalization has surged to a staggering $4.8 trillion, creating a concentration in the SP 500 not seen in modern history.

Benzinga

Japan's SoftBank says it has sold its shares in Nvidia for $5.8 billion

Japanese technology giant SoftBank says it has sold its stake in Nvidia for $5.8 billion

The Independent UK

The AI boom feels eerily similar to 2000’s dotcom crash – with some important differences

If last week’s trillion-dollar slide of major tech stocks felt familiar, it’s because we’ve been here before – when hype about innovation last ran headlong into economic reality.

The Conversation

Xbox Cloud Gaming could be gearing up for an official launch in India — here's what we know (Update: It's live now!)

Microsoft has confirmed now that Xbox Cloud Gaming is rolling out in India! Here's what you need to know.

Windows Central

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MarketBeat

Nuclear Stocks Are Melting Down—Should Investors Panic?

Last week, nuclear stocks took a beating alongside the AI-fueled sell off. While some of the impacted companies are speculative, long-term trends remain intact.

Benzinga

AMD's Earnings Could Rocket By 2030, Bank Of America Says Ahead Of Analyst Day

Advanced Micro Devices, Inc. (NASDAQ:AMD) may be gearing up for its most explosive growth yet, with artificial intelligence poised to drive a multi-year earnings boom.

Kiplinger

Risk Is On Again, Dow Jumps 381 Points: Stock Market Today

The stock market started the week strong on signs the government shutdown could soon be over.

Barchart

Qualcomm Wants to Beat Nvidia in AI Chips, but QCOM Stock Needs to Win Over Wall Street First

QCOM stock is down after earnings after failing to impress investors with its results. This comes as Qualcomm plans to get into the AI chip market to rival AMD and Nvidia.

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Barchart

Analysts Say Nvidia Stock Is ‘Dominant’ Amid a Giant Race to ‘Secure Compute.’ Buy Shares Now?

A Jefferies analyst is very bullish on Nvidia and believes the financials are set to keep ballooning.

TechRadar

I review TVs for a living, and these are 9 of the best Black Friday OLED TV deals you'll see this year

Black Friday may still be a couple of weeks away, but there are already some great deals on top-tier OLED TVs.

Benzinga

Nvidia Stock 'Particularly Compelling,' Could See 70% Earnings Growth In 2026, Analyst Says

Bank of America Securities analyst Vivek Arya said skepticism around artificial intelligence (AI) spending is understandable but overstated, calling it a healthy correction within a long-term growth cycle. The analyst reiterated Buy ratings on leading data center and semiconductor capital equipment stocks — including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO),…

The Conversation

Will China win the AI race?

“China is going to win the AI race,” Nvidia CEO Jensen Huang has told an AI summit in London. The Taiwanese-born boss of the chipmaker, the world’s most valuable public company, believes the Chinese are already just “nanoseconds” behind the Americans and well placed to overtake them.

Barchart

Uber’s Profit Engine Is Finally in Overdrive: Should You Buy UBER Now?

The dip in Uber stock could be a buying opportunity.

Benzinga

GlobalFoundries Secures Next-Gen Chip Tech From Taiwan Semiconductor

GlobalFoundries Inc. (NASDAQ:GFS) announced a technology licensing deal with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) to boost the development of advanced Gallium Nitride (GaN) chips for data centers, industrial systems, and electric vehicles.

Benzinga

Nvidia's $1 In AI Chips Fuels $10 in Tech Growth, Palantir, Snowflake, MongoDB Poised To Ride Next AI Growth Wave

Wedbush analyst Daniel Ives said the recent turbulence in tech stocks reflects short-term investor anxiety rather than a shift in the long-term artificial intelligence-driven bull market. The analyst noted that despite concerns about an "AI bubble," Palantir Technologies Inc.’s (NASDAQ:PLTR) sharp selloff after stellar earnings, and uncertainty over Nvidia Corp's…

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