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The Latest Breaking News from Nvidia

The Path to 'Peak' Nvidia: Why the AI Giant's Future Will Inevitably Include Stiff Competition

Nvidia sits at the absolute peak of its operational power, shielded by its massive CUDA moat, but the macroeconomic and competitive tides are turning.

Barchart

US stocks edge higher following the latest U-turn for oil prices

U.S. stocks ticked higher following the latest reversal for oil prices

AAP

Stocks Are Choppy After Nvidia Earnings: Stock Market Today

Poorly received earnings from blue-chip bellwethers Nvidia and Walmart kept a lid on the broad market's gains Thursday.

Kiplinger

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US stocks today: S&P 500 rises on Mideast peace hopes as oil prices dip

US stocks ended slightly higher as markets reacted to mixed corporate earnings and shifting geopolitical signals around Iran peace talks. S&P 500 and Dow rose, while Nvidia and Walmart fell on cautious outlooks. Quantum computing stocks surged after major US government investment, and manufacturing activity hit a four-year high.

The Economic Times

A turn lower for oil prices helps US stocks erase earlier losses

Oil prices keep swinging, causing U.S. stocks to waver on Thursday

AAP

US stocks swing from losses to small gains following the latest reversal for oil prices

Hour-to-hour swings for oil prices keep jerking financial markets around, and U.S. stocks are drifting higher following the latest reversal

AAP

Nvidia Delivered a Stellar Quarter. Its Unusual Options Activity Points to 2 Asymmetric Bets on NVDA Stock.

Nvidia reported strong Q1 2027 results, beating revenue and earnings estimates and raising 2027 guidance. Unusual options activity ahead of the release signaled potential asymmetric risk-reward setups, offering investors two notable trading opportunities.

Barchart

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Why did Nvidia’s strong earnings fail to spark NVDA stock rally? Here's what investors are worried about

NVDA stock analysis after NVIDIA earnings: NVIDIA reported robust first-quarter earnings with significant revenue growth, yet its stock dipped as investors questioned the sustainability of its extraordinary momentum. While the company forecasts even faster growth and announced a substantial buyback, concerns linger about maintaining AI hardware dominance and future competition.

The Economic Times

Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp

Amkor Technology (NASDAQ:AMKR) outlined a multi-year growth strategy centered on advanced semiconductor packaging, saying the technology has moved from a back-end manufacturing step to a critical part of system performance, integration and supply-chain design. During the company presentation, execu

MarketBeat

FTSE 100 edges higher despite oil price gains

The FTSE 100 closed up 11.13 points, 0.1%, at 10,443.47.

Evening Standard

Nvidia tells users to update GPU drivers now or face possible attack — here's what we know

More than a dozen Nvidia GPU flaws were fixed, including several high-severity ones.

TechRadar

Wall St ends slightly higher as investors watch Iran

US stocks have closed higher as investors digested a batch of ‌corporate earnings and economic data.

AAP

US stocks slip after oil prices rise and Nvidia's latest profit report gets a yawn

The U.S. stock market is slipping following a rebound for oil prices and mixed reports on the U.S. economy

AAP

Nvidia continues to make astronomical amounts of money from AI, with the first quarter of 2026 being its biggest to date

They still make GPUs too, ya know.

PC Gamer

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Tom’s Hardware

Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build — memory now comprises 25% of the total cost, Rubin GPUs a mere $50,000 apiece

As memory content per rack increases in Vera Rubin platform, it now accounts for nearly 25% of its cost.

Barchart

Stocks Indexes Turn Green in Afternoon Trade as Oil Prices Retreat

The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...

Barchart

D.A. Davidson Goes Neutal On CoreWeave. It’s Hard to Chart a Path Forward for CRWV.

The firm has lowered its price target to $100. What does that mean for investors?

AAP

US stocks drift after oil prices rise and Nvidia's latest profit report gets a yawn

The U.S. stock market is drifting following a rebound for oil prices and mixed reports on the U.S. economy

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news in one place.

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GamesRadar

Nvidia's Chinese budget GPU rival can actually run games, but it isn't a threat to the RTX 5060 yet

Benchmarks for the Lisuan LX 7G100 demonstrate promising gaming GPU capabilities, and it could lead to a Chinese rival to graphics cards like the RTX 5060.

AAP

US stocks slip after oil prices rise and Nvidia gets a yawn to its latest blowout profit report

The U.S. stock market is slipping following a rebound for oil prices and mixed reports on the U.S. economy

Barchart

Stocks Fall on Doubts Over a US-Iran Peace Deal

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.49%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

PC Gamer

'Every single frontier model company will jump on Vera Rubin from the get go': Nvidia CEO insists the future looks bright

"It will surely be more successful than even Grace Blackwell."

International Business Times UK

Donald Trump Sparks High-Stakes Financial Mockery After Allegedly Confusing an AI Firm for a Sushi Restaurant in Up to £3.76 Million ($5M) Deal

President Trump's unexpected investment in Kura Sushi USA has sparked speculation and market reactions, highlighting potential mix-ups and broader concerns about his financial activities.

MarketBeat

NVIDIA Price Pullback? Don’t Count on It, Business Is Accelerating

NVIDIA's FQ1 releaseis another blowout pointing to accelerating demand for AI products and demand for AI at all levels of the stack.

AAP

US stocks resume their slide after higher oil prices crank up the bond market's pressure

The U.S. stock market is slipping after oil prices rebounded and cranked up the pressure from the bond market

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