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NVIDIA Corp
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NVDA News30 articles
Marvell's S&P 500 Debut Ends Lower Despite AI-Driven Rally
Marvell Technology shares dropped 0.9% in their S&P 500 debut, closing at $307.86, despite a 262% YTD rally driven by AI infrastructure demand. Analysts' price targets remain below the current level.
Nvidia Slips Below $209 as AI Spending Fears Weigh on Tech
Nvidia shares slid to $208.65 amid broader tech weakness, with the Nasdaq falling 1.3% on concerns over AI spending sustainability.
SpaceX Stock Plunges 16% on $20B Bond Sale Announcement
SpaceX shares plummeted 16.4% following news of a $20 billion bond offering, erasing $400 billion in market value and sparking worries about AI investment costs.
Coherent Surges 9% on AI Optics Demand, CHIPS Act Signals Indium Phosphide Boost
Coherent shares rose 9.2% to $425.38 on a CHIPS Act letter for up to $50M to expand indium phosphide capacity in Texas, highlighting AI data center supply chain concerns amid China's export checks.
Lumentum Rides AI Optical Demand to 6% Gain Despite Nasdaq Weakness
Lumentum shares surged 6.1% to $901.89, driven by a $400M+ optical circuit switch backlog and underappreciated co-packaged optics attach-rate upside, as AI infrastructure stocks attracted buyers.
Chip ETF Inflows Surge as AI Trade Broadens Beyond Nvidia
The VanEck Semiconductor ETF (SMH) attracted $6.93 billion in net inflows on Monday, marking a shift in the AI chip trade as investors moved from leveraged Nvidia bets to broader semiconductor exposure.
HIVE Digital Surges on Paraguay AI Validation, But Stock Sale Looms
HIVE shares surged 20% after Columbia University validated AI training on its Paraguay GPUs, but $214.7 million in stock sale capacity remains, posing dilution risk.
Broadcom's Google AI Deal Gains JPMorgan Backing Amid Stock Dip
Broadcom shares slid to $396.72 as JPMorgan defended its Google AI chip contract, but concerns over customer concentration and a broader AI stock reset persist.
S&P 500 Edges Up, Nasdaq Slips as Micron Surge Offsets Tech Weakness
The S&P 500 and Dow edged higher, but the Nasdaq slipped as Micron's nearly 5% gain lifted chip stocks, while rising yields weighed on mega-cap tech.
TSMC ADRs Rise as Market Awaits June Sales Data
TSMC's US-listed shares rose 1.5% to $468.85 early Monday, outperforming tech peers, as the market awaits June sales data that could validate Q2 guidance.
SK Hynix Ousts Samsung as South Korea's Top Stock by Market Cap
SK Hynix overtook Samsung Electronics as South Korea's most valuable listed company, fueled by soaring demand for its high-bandwidth memory chips used in AI servers.
NVIDIA Edges Lower as Markets Eye Micron Earnings and Macro Risks
NVIDIA slipped 0.5% to $209.65 in premarket trading, pausing after a 3% rally, as traders focus on Micron's June 24 earnings and NVIDIA's annual meeting for key AI demand cues.
Micron's AI-Driven Surge Faces Crucial Earnings Test on June 24
Micron Technology shares surged 8.7% to a record close ahead of its June 24 earnings, seen as a pivotal test for the AI chip rally. The market expects strong results, but any sign of slowing demand could trigger a sharp selloff.
Super Micro Rebounds After $7B Fundraise for AI Server Orders
Super Micro Computer jumped 10.37% to $30.66 on Thursday after a volatile week, as investors weighed a $7 billion equity-linked raise for AI server orders against dilution risks. Monday's market open will test the rebound.
Power Infrastructure Stocks Surge as Grid Constraints Challenge AI Growth
GE Vernova surged 18% in a holiday-shortened week, outpacing Vertiv and Eaton, as US regulators push for faster grid connections to support AI-driven data center demand.
Amazon Stock Rises Ahead of Prime Day; AWS Chip Expansion and FTC Risk Loom
Amazon shares rose 2.9% to $244.39 ahead of Prime Day week, with investors assessing AWS chip expansion, FTC ad probe risks, and AI spending pressures.
Flex Set for S&P 500 Debut After Turbulent Week
Flex (FLEX) enters the S&P 500 on Monday after a volatile week, closing at $147.61. The move highlights its AI infrastructure pivot and upcoming cloud power business spin-off.
PCE Data and Micron Earnings Set to Test AI-Driven Rally
The S&P 500 and Nasdaq approach record highs ahead of key May PCE inflation data and Micron earnings, which could influence Fed policy and the AI rally.
Trump Family Portfolio: Nvidia, Apple, Trump Media, and Crypto Bets Revealed
Trump's accounts disclosed up to $750M in trades, including Nvidia and Apple purchases. Trump Media stake valued at $974M; Micron earnings and inflation data could impact holdings.
Pelosi Family Maintains Large AI and Tech Holdings Despite Recent Sales
House filings show Pelosi family retains major positions in top tech stocks despite recent large sales, as semiconductor gains boost Nasdaq.
Intel Shares Hit Record After Apple Foundry Hint, Micron Test Looms
Intel shares closed at a record $133.99 after Trump said Apple is partnering on chip design, but details remain unconfirmed. Micron earnings this week will test AI demand.
Nvidia Rises Ahead of Holiday; Micron Earnings Test AI Rally
Nvidia closed 2.95% higher at $210.69 before the holiday, as chip stocks lifted the Nasdaq. Focus now shifts to Micron's earnings and Nvidia's annual meeting for AI demand cues.
Marvell Technology Set to Enter S&P 500, Powered by AI Growth
Marvell Technology surges 11% ahead of its S&P 500 entry on June 22, fueled by a KeyBanc price target increase and a milestone shipment of optical chips for AI data centers.
CoreWeave Rallies Ahead of Nasdaq-100 Inclusion; Debt Concerns Loom
CoreWeave rose 17.3% to $117.95 ahead of its Nasdaq-100 debut. The company faces significant debt risks after pricing $3.25 billion in senior notes.
Micron Hits Record High, All Eyes on AI-Driven Earnings Next Week
Micron shares hit a record close of $1,133.99, up 8.7% Thursday, ahead of its fiscal Q3 earnings on June 24. The stock gained 15.5% in a holiday-shortened week as investors bet on sustained AI-driven demand for memory chips.
Marvell Technology Set to Join S&P 500 After Strong Rally and KeyBanc Upgrade
Marvell Technology (MRVL) jumps 7.27% to $310.58 ahead of its S&P 500 entry on June 22, boosted by a KeyBanc upgrade to $385 and news of over five million photonic ICs shipped for AI data centers.
AI Chip Rally Lifts Nasdaq; Fed Policy Uncertainty Persists
Intel surged 10.6% on Apple partnership news, fueling a semiconductor-led rally that lifted the Nasdaq 2.43% in a short week, as markets await key inflation data and Fed policy cues.
Nebius Set to Enter Nasdaq-100 After Holiday-Shortened Rally
Nebius enters the Nasdaq-100 on June 22 after a holiday-shortened rally, fueled by passive fund flows and strong AI cloud revenue growth of 684%.
ASML Denies EUV Machine Reached China Amid US Export Control Concerns
ASML shares fell up to 2.7% after reports that US officials suspect an EUV machine may be in China. ASML denies the claim, but political risks could impact up to 20% of 2026 revenue.
TSMC Outpaces Nvidia in Holiday-Shortened Trading Week
TSMC's U.S.-listed shares jumped 6.9% to $462.12, outpacing Nvidia's 3.0% gain, as investors favored chip manufacturing exposure amid easing inflation fears and strong AI demand.