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The Latest Breaking News from Nvidia

Google Is Getting the AI Spotlight, But Nvidia Says Its GPUs Are a ‘Generation Ahead.’ How Should You Play NVDA Stock Here?

Nvidia stock inches up as Jensen Huang confirms its GPUs are a generation ahead of Google’s custom AI chips. Here’s what that means for NVDA shares.

Barchart

Xbox cloud gaming is up 45% — but the real takeaway is something Microsoft probably doesn't want to brag about

Microsoft's Xbox Cloud Gaming operation hit 1.0 this year and opened up access to Xbox Game Pass Essentials and Premium tiers. As you might expect, that has led to some serious growth.

Windows Central

OpenAI won’t make money by 2030 and still needs to come up with another $207 billion to power its growth plans, HSBC estimates

What company has a consumer base representing 44% of the world’s adult population and a $620 billion data center bill? OpenAI five years from now.

Fortune

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Why Is Everyone Worried About Nvidia’s Days Sales Outstanding? What That Means, and Why It Matters for NVDA Stock.

Concerns over Nvidia’s rising Days Sales Outstanding have sparked debate among investors, but a closer look shows the metric is far less alarming and far more explainable than the bearish narrative suggests.

Barchart

Nvidia says it’s ‘delighted’ with Google’s success, but backhanded compliment says it is ‘the only platform that runs every AI model’ — statement comes soon after Meta announces proposed deal to acquire Google Cloud TPUs

Nvidia congratulates Google for its success in AI hardware, but asserts the flexibility of its AI chips.

Tom’s Hardware

AI Most Likely to Be Named TIME's 2025 Person of the Year at 36% Odds, Beating Trump and Pope Leo

Artificial intelligence leads the race for TIME's 2025 Person of the Year with a 36% chance, ahead of NVIDIA's Jensen Huang, Pope Leo XIV, and Donald Trump.

International Business Times UK

Buy Post-Earnings Dip, Amazon Is Still Top Pick: Analyst

Amazon.com Inc.’s (NASDAQ:AMZN) booming cloud and artificial intelligence pipeline is set to take center stage next week, as Wall Street finds the company’s latest pullback overlooks strong Amazon Web Services momentum and rising demand tied to major partners like Anthropic and OpenAI.

Benzinga

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Jensen Huang Tells All NVIDIA Staff: 'Use AI For Every Task' — And Insists Jobs Will Stay

Nvidia CEO Jensen Huang has issued a strict mandate to all employees: 'Use AI for every task.' Despite industry-wide job anxiety, Huang insists this wholesale adoption is tied to growth, not downsizing.

International Business Times UK

Three Big Catalysts Could Decide Broadcom's Earnings-Day Pop, Analyst Says

Broadcom Inc.’s (NASDAQ:AVGO) upcoming results are set to spotlight the company’s accelerating artificial intelligence business, with investors watching fiscal 2026 revenue guidance and gross margin trends closely.

Benzinga

5 Stocks to Buy Before Santa Claus Comes to Town

December could be a great month for stocks with November's correction setting up significant rebound potential for names like AMD, AVGO, and APLD.

MarketBeat

Healthcare ETFs Trounce Tech, Grab Billions As Big Money Flees Bubble Fears

A powerful rotation into healthcare is taking shape across global markets, with investors pouring money into sector ETFs at one of the fastest clips this year. What started as a cautious move toward defensive stability has quickly morphed into a broader enthusiasm for biotech, pharma and healthcare-services names – helped…

Benzinga

Tesla Is Looking for ‘Exceptional Ability’ in AI Chips. Does That Make TSLA Stock a Buy Here?

CEO Elon Musk has declared that the number of chips that Tesla will design will outnumber the combined strength of all chip-making rivals.

Barchart

A 'Magnificent' Rally Raises Both Intrigue And Questions For Direxion's QQQU, QQQD ETFs

On the surface, the headlines largely speak for themselves. In late October, the total market capitalization of the Magnificent Seven — a group of elite tech juggernauts — jumped past the $22.2 trillion level. Leading the surge was semiconductor giant Nvidia Corp. (NASDAQ:NVDA), which crossed the $5 trillion valuation mark…

Benzinga

Jensen Huang Says 'Insane' That Some Nvidia Managers Are Telling Employees To Limit AI Usage: Report

Nvidia (NASDAQ:NVDA) CEO Jensen Huang has reportedly urged his employees to utilize artificial intelligence (AI) for every possible task, assuring them that their jobs are secure.

Benzinga

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Barchart

If You Are Bullish on Agentic AI and Nvidia, Buy This 1 Stock

Cadence is becoming a stealth winner of the agentic AI wave, as chip design complexity pushes demand for its tools higher.

Fortune

Investors ignore Nvidia in favor of a massive global rally in stocks

Nvidia is a fly in the market’s soup, but the soup still tastes pretty good.

Barchart

NVDA Broken Wing Butterfly Trade Targets A Profit Zone Between 165 and 175

Nvidia (NVDA) found support at 170 on Tuesday and that appears to be a key level moving forward.

Tom’s Hardware

Nvidia RTX Pro 6000D squeaks ahead of RTX 5090D in Geekbench OpenCL—China-tailored AI card still performs well despite regulatory woes

Nvidia's harried China-specific RTX Pro 6000D graphics card has been tested in Geekbench's OpenCL benchmark, delivering performance similar to the server edition of the RTX Pro 6000.

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International Business Times UK

US Genesis Mission Leaves Out xAI as DOE Partners Warn of High-Stakes Research Impact

The US Genesis Mission, a massive national AI initiative launched by President Trump and led by the DOE, aims to accelerate scientific discovery by leveraging federal data and top partners such as Google, Microsoft, and OpenAI.

Tom’s Hardware

Trump administration touts Genesis Mission to try and win the AI race—White House compares scope of its initiative to the Manhattan Project

On the heels of its AI Action Plan announced earlier this year, the US government is now

Benzinga

Google TPUs Are 'Cost-Effective Hedge,' Not Replacement For Nvidia, Strategist Says

Despite reports of Meta Platforms Inc. (NASDAQ:META) possibly shifting billions in AI hardware spending to Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google’s TPUs, one market strategist argues the move is a defensive tactic against supply shortages, not a sign of Nvidia Corp.‘s (NASDAQ:NVDA) ending dominance.

Benzinga

Dan Ives Drops His 'Top 10' Tech Stocks To Own 'In The AI Revolution' — Here Is The Full List

Wedbush senior analyst Dan Ives has published his “Top 10” tech stocks he believes are best positioned to lead “the AI revolution,” outlining why each company stands out as artificial intelligence becomes the global economy’s defining growth driver.

Benzinga

Google DeepMind Scientist Slams Market After Nvidia, AMD Stocks Tumble: 'Selloff Shows How Clueless The Market Is'

On Tuesday, a sharp dip in Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) sparked unexpected pushback from Google DeepMind researcher arguing the market still doesn't grasp the reality of exploding demand for AI hardware.

Benzinga

Cathie Wood Makes Massive Google Stock Purchase Amid AI Chip Shakeup — Ark Loads Up On Meta, Sells Palantir And AMD Shares

On Tuesday, Cathie Wood-led Ark Invest made significant trades. These trades were executed across multiple Ark ETFs and focused on tech as well as cryptocurrency-related companies.

International Business Times UK

Donald Trump unveils 'Genesis Mission' — A National AI Push To Reshape Daily Life

Donald Trump's 'Genesis Mission' is a massive national AI initiative launched by executive order, combining US experts, supercomputing power, and private firms to accelerate scientific breakthroughs in medicine, energy, and security.

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