NVDA
NASDAQ NMS - GLOBAL MARKET · Semiconductors
NVIDIA Corp
$225.07
+0.49 (+0.22%)
NVDA News30 articles
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.
Salesforce Stock Slips 8.3% During Dreamforce as Investors Seek New Growth Signals
Salesforce (CRM) dropped 8.3% during Dreamforce week, closing at $237.92. Despite product launches, the reiteration of the $63B revenue target failed to excite investors, with volume surging.
AMD Radeon RX 10800 XT Rumors Unverified; Gaming Segment Slips
AMD's unconfirmed RX 10800 XT claims lack official backing. Gaming revenue dropped 31% to $779M, just 6.8% of Q2 sales, while data center leads growth.
Choosing the Right AI Inference Server: Triton, vLLM, SGLang and More
Selecting an AI inference server solely on benchmark speed can lead to production headaches. Here's how to match the right serving layer to your model fleet and infrastructure.
Firmus IPO: Founders' Staged Exit Raises Questions Amid Missing Prospectus
Firmus founders can sell a portion of their stakes one year after the IPO, but the absence of a prospectus leaves investors guessing about valuation and financials.
AI Giants Seek Small Data Centers for Fast Deployment
OpenAI and Anthropic are reportedly seeking smaller 20-30 MW data center deals to accelerate deployment, complementing their massive gigawatt-scale commitments.
Firmus IPO Roadshow Targets A$50B Valuation, Prospectus Awaited
Firmus Technologies is sounding out investors for an IPO that could raise up to A$7 billion and value the AI-infrastructure firm above A$50 billion, but the prospectus with audited financials is still awaited.
Tech-Led Rebound: Nasdaq Climbs 1.7% as Oil and Yields Ease
Nasdaq surges 1.69% to 26,418 as oil and yields retreat, easing post-Fed valuation pressure. S&P 500 gains 1.14%, Dow up 0.61%.
QQQ Ends Flat Post-Fed Hike; Seagate Absence Highlights Index Focus
QQQ closed flat after the Fed's 25bp rate hike, with Seagate absent from the fund. Top 10 holdings drive nearly half the ETF's performance.
Dow Tumbles 631 Points as Warsh Signals More Hikes Ahead
The Dow fell 631 points after Fed Chair Warsh hinted at another rate hike in 2026. Banks and transports led losses, while tech stocks cushioned the Nasdaq.
VTI vs. VOO: Fed Rate Hike Impact on Broad-Market ETFs
VTI and VOO reacted similarly to the Fed's rate hike, with VTI down 0.41% and VOO down 0.43%. Despite VTI's broader holdings, mega-cap dominance remains.
Nokia AI-RAN Trials Expand to Eight Carriers, Yet Monetization Remains Distant
Nokia names eight operators trialing its AI-RAN platform and reports 20% spectral efficiency gains, but revenue remains elusive with commercial rollout expected in 2027.
Cohere's $20B Valuation Ambition Faces Private Market Scrutiny
Cohere confirms investor interest in its Series E round, reportedly targeting a $20B valuation. The gap between private and public market metrics raises questions.
Salesforce, Nvidia Debut Koa AI Model in Early Agentforce Trials
Salesforce and Nvidia unveiled Koa, a CRM reasoning model, now in limited Agentforce pilots. A US rollout is expected by winter 2026, but pricing and revenue impact remain undisclosed.
AI Spending Debate Intensifies as Meta and Nvidia Push Back on Slowdown Calls
Zuckerberg and Huang dismiss coordinated AI pause, keeping spending cycle intact. Meta's capex guidance and Nvidia's data-center growth remain key tests.
Dow Slips 393 Points as 10-Year Yield Hits 5%, Oil Surges
The Dow dropped 393 points as the 10-year yield hit 5% and oil surged, pressuring stocks ahead of the Fed decision.
RTX 5090 Resale Prices Soar Past $9,000, But Nvidia's Earnings Still Led by Data Centers
GeForce RTX 5090 resale prices have surged to as high as $9,500, but Nvidia's latest quarter shows data centers driving 91.8% of revenue, making GPU scarcity a minor earnings factor.
Supermicro Shares Slide 6% Amid AI Spending Concerns
Super Micro Computer shares dropped 6% Monday on AI slowdown worries, despite record orders and strong guidance. The move reflects market concerns about AI infrastructure spending.
Nokia Shares Plunge 12% in Sudden Selloff, Erasing Billions
Nokia's ADR plunged 12% on Monday, erasing $7.4 billion in market cap, despite no company announcements, amid a broader AI stock selloff.
10-Year Treasury Yield Touches 5% Before Retreating
The 10-year Treasury yield hit 5% intraday for the first time since 2023, then eased back, with oil supply disruptions and the upcoming Fed decision in focus.
Tech-Led Slide Weighs on QQQ as Brent Surges Past $109
Invesco QQQ fell 1.03% while Brent crude surged 4.38% to $109.19, but the S&P 500's modest decline suggests a concentrated tech repricing, not a market-wide crash.
Nvidia's $5.1T Valuation: A High Hurdle Even After Monday's Dip
Nvidia's Monday slide to $211 still leaves a $5.1 trillion valuation, 11.8x annualized revenue. AI safety concerns and oil prices triggered the dip, but growth expectations remain steep.
Marvell's Bull Case Awaits Clarity at October Investor Day
Marvell (MRVL) rose 4% to $236.10 after Piper Sandler initiated with a $270 target. The next catalyst is Oct. 6 investor day, where management must show how AI-driven growth can persist.
AMD's 2027 Data-Center Goal Tied to $220B Server Market
AMD aims to more than double data-center revenue by 2027, targeting a $220B server market. Executives outlined the plan at Goldman Sachs conference.
Tech Futures Tumble as Oil Spike Complicates Fed Rate Path
Nasdaq futures tumbled 1.3% as Brent crude surged to $107, complicating the Fed's rate outlook. Tech and AI shares face pressure, while oil adds inflation concerns.
OpenAI Delays IPO to 2026 as AI Safety Concerns Mount
OpenAI will not go public in 2026, CEO Sam Altman confirmed, as he joined Anthropic's CEO in advocating for a more cautious approach to AI development.