NVDA
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NVIDIA Corp
$164.48
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NVDA News30 articles
AMD's Data Center Surge Powers 102% of Sales Growth, Analyst Upgrades
William Blair upgrades AMD to Outperform as data center revenue drives 102% of Q3 sales growth. The segment now represents 63.9% of total revenue, highlighting AI demand.
Nvidia Stock Plunges 6% as Board Probes Security Concerns
Nvidia's stock dropped nearly 6% in premarket trading after its board announced an independent review of reports about a foreign intelligence operation targeting CEO Jensen Huang.
Nasdaq 100 Advances 0.91% as Chip Stocks Tumble 3.13%
The Nasdaq 100 closed up 0.91% on Wednesday, but semiconductor shares plunged 3.13% amid concerns over tighter AI regulation. The equal-weight index gained 1.23%, indicating a broad-based rebound.
Nvidia's SpaceX Stake Drops $1.13B in Friday Selloff
Friday's SpaceX selloff cut Nvidia's disclosed stake value by $1.13B to $16.54B, as both stocks declined sharply.
Cowboy Space's Big Iron Rocket Aims to Transform Orbit into a Data Center
Cowboy Space unveiled its Big Iron rocket, designed to carry 15,000 kg to orbit and transform its upper stage into a 1-MW data center, using the rocket skin as a radiator and ammonia as coolant.
Meta's $35B AI Fundraise: 64% Backed by Forward Sales
Meta Platforms (META) announced a $35B equity offering to fund AI infrastructure, with 64.3% of the common stock portion using forward sales. The move comes as Q3 free cash flow turned negative.
Cadence's Maestro AI Claims 5x Token Efficiency, But Cost Savings Remain Unclear
Cadence Design Systems unveiled its Maestro AI chip-design models, claiming up to 5x token efficiency and 30% better design quality. However, the company provided no reproducible benchmarks, leaving total cost savings unclear.
Firebird's Kazakh GPU License 51x Kazakhtelecom's Base
Firebird's 45,000-GPU license in Kazakhstan is 51x Kazakhtelecom's current count, but power and delivery hurdles remain before Q3 2027 service.
S&P 500 Gains Mask Weak Breadth as Tech Leads Narrow Rebound
S&P 500 closed up 0.41% but fell 12 points from its open, with only tech stocks advancing. 10-year Treasury yield hit 5.15%.
S&P 500 Gains Mask Weak Breadth as Yields Pressurize Equities
S&P 500 up 0.59% but equal-weight index down 0.28%; tech and consumer discretionary lead, utilities and real estate fall as 10-year yield hits 5.148%.
Nasdaq Rebounds as Chip Stocks Rally, but Market Breadth Stays Thin
Nasdaq rises 0.87% as chip stocks rebound, but breadth is weak with fewer than half of stocks advancing. Dow slips 0.15%.
Tech Selloff Defies Falling Yields; AI Capex Scrutiny Looms
The Nasdaq fell 4.5% even as yields declined, signaling a shift from rate concerns to earnings quality. AI spending and margins will be tested as major tech earnings arrive.
Bank Earnings Propel Dow, Tech Slumps on AI Credit Worries
Dow outperforms Nasdaq as bank earnings lift financials, while AI credit worries pressure tech. S&P 500 flat, yields rise.
Broad Market Rally Lifts Dow 1.1%, Russell 2000 Up 1.4%
Stocks closed broadly higher Thursday, with the Dow up 1.08% and Russell 2000 up 1.38%, while tech lagged. Falling Treasury yields and a 1.3% monthly PPI increase shaped the session.
S&P 500 Bounces Back as Yields Slip, Healthcare Surges
The S&P 500 reversed early losses by Thursday afternoon, buoyed by falling Treasury yields and a 2.6% surge in healthcare, while tech remained weak.
AI Selloff Weighs on S&P 500 as Broader Market Shows Strength
S&P 500 slips 0.5% despite broad gains as AI stocks tumble. Producer prices jump 1.3%, retail sales rise, but yields ease, hinting at rotation.
AI Selloff Widens Nasdaq-Dow Gap to Three-Month High
The Nasdaq dropped 1.88% on AI selling while the Dow slipped 0.09%, marking the widest gap since July. Inflation data and rate concerns drove the split.
S&P 500 Slips 0.06% to 7,807; Volume Plunges 55% on Holiday
The S&P 500 ended Monday at 7,807.24, just 0.15% below its record close, but holiday-thinned volume and a Dow-Nasdaq divergence made the finish less conclusive.
S&P 500 Edges Higher as Oil Retreats, But Market Breadth Remains Weak
S&P 500 gains 0.35% as oil retreats, but narrow advance and rising yields keep small caps under pressure. Delta (DAL) slides on fuel costs.
AI Stocks Drag Nasdaq Down 1.25% Despite Treasury Yield Retreat
The Nasdaq dropped 1.25% as AI stocks sold off, even as Treasury yields reversed lower. The S&P 500 edged down 0.47% but breadth was positive, with energy and staples leading.
Tech Selloff Pressures Nasdaq; Equal-Weight S&P Shows Resilience
The Nasdaq dropped 1.3% on Thursday, but an equal-weight S&P 500 proxy stayed positive, driven by energy and consumer staples gains.
Oil Spike Jolts Markets: Nasdaq Slips as Energy Surges
Brent crude surged 4.4% to $104.63 after explosions in Riyadh, lifting energy shares 2.3% while tech and airlines slumped. Fed's Waller signaled possible further rate hikes.
S&P 500 Retreats from Record as Treasury Yields Climb Past 5.36%
The S&P 500 slipped 0.62% from its record as the 10-year Treasury yield touched 5.36% and oil prices firmed, with investors awaiting the Fed minutes and a 10-year auction.
Nasdaq Hits Record High as Megacap Gains Mask Weak Breadth
Nasdaq closed at a record 27,477.31, but only 50.58% of stocks advanced, highlighting narrow leadership from megacaps. S&P 500, Dow, and Russell 2000 also posted gains.
Bond Yields Steal the Show as Tech Rally Masks Broad Market Weakness
U.S. stocks closed a mixed week with tech leading gains, but the 10-year Treasury yield's rise to 5.28% puts the spotlight on Fed minutes and economic data this week.
Nvidia Rises 2.3% Ahead of Xi Visit, But AMD and Intel Outshine
Nvidia closed at $227.38, up 2.30%, but underperformed AMD and Intel. The White House will host Xi Jinping on September 24, with Nvidia's guidance assuming zero China data-center revenue.
Fidelity Cuts FEPY Monthly Payout to C$0.21966
FEPY will pay C$0.21966 per unit on September 30, a 1.3% decline from August. The fund's trailing yield stands at 9.19%.
Intel Surges 14% Past Analyst Targets as AI Optimism Ignites Chip Rally
Intel shares surged 14% to $123.77, exceeding analyst targets, as AI-driven demand and strong Q2 results fueled a broad chip rally.
AMD Hits Record High, But Analyst Targets Offer Slim Upside
AMD shares jumped 8.8% to a record high, but the consensus analyst target now sits just 1.2% above the price, raising the bar for estimate revisions.
Nvidia Rises 1.3% as CEO Projects Doubling Chip Shipments by 2027
Nvidia shares rose 1.3% Friday after CEO Jensen Huang predicted chip unit sales could double next year, though he didn't provide a specific shipment target.