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Nvidia: Latest News and Analysis

Business Insider
Nvidia stock has 25% upside as it approaches an iPhone moment with its Blackwell chip, analyst says
Nvidia has rocketed to all-time highs, but investors should hold on a while longer as the company's next-generation Blackwell GPU will be a watershed moment, a note from Melius Research this week said ...
Associated Press
Supreme Court seems likely to allow class action to proceed against tech company Nvidia
The Supreme Court seems likely to keep alive a class-action lawsuit accusing Nvidia of misleading investors about its dependence on selling computer chips for the mining of volatile cryptocurrency.
Reuters
US Supreme Court examines Nvidia bid to avoid securities fraud suit
The U.S. Supreme Court is set on Wednesday to hear arguments in Nvidia's bid to torpedo a securities fraud lawsuit accusing the artificial intelligence chipmaker of misleading investors about how much ...
Reuters
AMD to cut 4% of global workforce as it focuses on AI chip development
Advanced Micro Devices is laying off 4% of its global workforce, or about 1,000 employees, as it directs efforts towards developing AI chips in a bid to compete against industry bellwether Nvidia .
Barron's
Nvidia Stock Gains. SoftBank Deal Tells Us This About Its AI Chips.
Nvidia stock was fell on Wednesday. The chip maker is lining up customers for its next-generation artificial-intelligence processors, but supply constraints could limit the immediate benefits.Nvidia shares were down 1.
Business Insider
An elite hedge fund slashed its Nvidia and Tesla bets last quarter — and boosted its GameStop stake
Renaissance Technologies, founded by the late Jim Simons, cuts its Tesla and Nvidia stakes while raising its GameStop position by more than 40%.
Fortune
AMD cuts 1,000 jobs to focus more on AI chips—and narrow Nvidia’s lead
The chipmaker is trying to grow by cutting jobs.
MarketWatch
Nvidia may break its beat-and-raise streak, but there’s good news for investors
Nvidia Corp. has been a poster child for spectacular beat-and-raise quarters recently, but will that take a pause when the company posts results next Wednesday? Perhaps, according to an analyst, but then Nvidia could get back to its old ways.
Yahoo Finance
Nancy Pelosi's Stock Picks Broadcom And Nvidia Among Key AI Stocks Poised For Chip Boom, Says Analyst
Marvell (NASDAQ:MRVL), and Broadcom (NASDAQ:AVGO) are strategically positioned to capitalize on the AI chip market surge. Curtis has assigned Buy ratings to each of these companies. Jensen ...
Business Insider
AWS is negotiating a huge deal to supply IBM with Nvidia GPUs via the cloud
The talks highlight continued demand for Nvidia GPUs. A deal like this would also provide a boost for Amazon's AI business.
Bloomberg
SoftBank to Get First New Nvidia Chips for Japan Supercomputer
SoftBank Group Corp. will be the first Nvidia Corp. customer to build a supercomputer based on the chipmaker’s new Blackwell design, a move to meet growing demand in a country eager to catch up in artificial intelligence.
Reuters
US Supreme Court to hear Nvidia bid to avoid securities fraud suit
The U.S. Supreme Court is set on Wednesday to hear arguments in Nvidia's bid to torpedo a securities fraud lawsuit accusing the artificial intelligence chipmaker of misleading investors about how much ...
CNBC
Stockton: Nvidia is a winner in the AI trade; it's on everyone's radar.
Katie Stockton, Founder and Managing Partner FAIRLEAD Strategies, analyzes Nvidia's stock, noting its breakout potential, and emphasizes its importance for market sentiment, particularly within the AI ...
Business Insider
SoftBank is Nvidia's first Blackwell chips customer. Here's what they're going to be used for.
The collaboration comes amid skyrocketing demand for Nvidia chips, as companies scramble to secure supplies.
Business Standard
Nvidia CEO Huang regrets turning down SoftBank's offer to fund acquisition
During a conversation at the Nvidia AI Summit in Japan, Jensen Huang praised SoftBank's Masayoshi Son for his contributions across multiple industry sectors in Japan ...
Yahoo
Analysts rework Nvidia stock price targets on AI dominance
AI-chip making kingpin Nvidia (NVDA) has been stirring up a similar kind of excitement. Shares of the Santa Clara, Calif., tech giant, which is scheduled to report earnings on Nov. 20, have nearly ...
ARPU
NVIDIA and SoftBank To Pilot World's First Combined AI and 5G Network

NVIDIA and SoftBank Corp. have announced a series of collaborations aimed at accelerating Japan's sovereign AI initiatives and solidifying its global technology leadership. The partnerships are also expected to unlock billions of dollars in AI revenue opportunities for telecommunications providers worldwide.

During his keynote at NVIDIA AI Summit

Business Insider
SoftBank is building the first supercomputer with Nvidia's red-hot chips
The collaboration comes amid skyrocketing demand for Nvidia chips, as companies scramble to secure supplies.
MarketWatch
Nvidia earnings are a test for chip stocks as software has stolen the limelight
While semiconductor stocks have been hot in theory this year, their performance recently hasn’t been so strong. Back To Top ...
Bloomberg
SoftBank Plans Supercomputer With Nvidia Blackwell Chips
SoftBank Group Corp. will be the first Nvidia Corp. customer to build a supercomputer based on the chipmaker’s new Blackwell design, a move to meet growing demand in a country eager to catch up in ...
Business Insider
Monolithic Power selling off on report of Nvidia loss, says Deutsche Bank
Deutsche Bank says a sell-side report was issued earlier today that indicated Monolithic Power (MPWR) would lose most if not all of its market ...
CRN
10 Big Nvidia Executive Hires And Departures In 2024
CRN rounds up 10 big Nvidia executive hires and departures that happened in 2024, including executives who joined from Amazon Web Services, Cisco Systems and other companies.
Financial Times
Amazon steps up effort to build AI chips that can rival Nvidia
Amazon is poised to roll out its newest artificial intelligence chips as the Big Tech group seeks returns on its multibillion-dollar semiconductor investments and reduce its reliance on market leader ...
The Verge
Nvidia’s new app replacement for GeForce Experience is now out of beta
The Nvidia app includes a redesigned and improved overlay, with support for 4K 120fps AV1 video capture, Nvidia’s AI-powered RTX game filters, and an improved customizable statistic overlay. Just like GeForce Experience before it, the Nvidia app includes ...
Barron's
Nvidia Stock Stalls. There Is a Concern Ahead of Its Earnings Report.
The company has regularly impressed the market with earnings ahead of expectations but it might struggle to do so this time.
Reuters
Amazon offers free computing power to AI researchers, aiming to challenge Nvidia
Amazon.com's cloud computing unit on Tuesday said it will offer free computing power to researchers who want to use its custom artificial intelligence chips, aiming to challenge Nvidia's popularity ...
TechCrunch
TSMC reportedly halts advanced chip shipments to Chinese companies
After a chip manufactured by Taiwan Semiconductor Manufacturing Company was found inside a Huawei processor, the US Department of Commerce has ordered the ...
Barron's
Nvidia Stock Has Reached New Highs. Earnings, Blackwell AI Chip Sales Are Next Test.
Nvidia stock is sitting just below record highs after the marketwide rally in the wake of Donald Trump’s presidential election victory. Now the focus turns to the chip maker’s coming earnings results.
MarketWatch
Nvidia’s stock is up 200% this year. Why analysts say it still screams ‘buy.’
One analyst made Nvidia’s stock his new top large-cap chip pick, while another likened Nvidia’s position to Apple’s in the early days of the iPhone.
Business Insider
Nvidia price target raised to $160 from $150 at Morgan Stanley
Morgan Stanley raised the firm’s price target on Nvidia (NVDA) to $160 from $150 and keeps an Overweight rating on the shares. The firm ...
Yahoo Finance
Should You Buy Nvidia Stock After It Notched 200% Gains in 2024? Wall Street Is Providing a Nearly Unanimous Answer.
Nvidia stock has been the poster child for artificial intelligence and continues to defy the odds. But is the stock still a buy?
Business Insider
Nvidia CEO says there's 'no question' that we'll all be working alongside AI employees
Nvidia CEO Jensen Huang said there will be AI employees of all kinds in the future, and companies will rent them out to businesses.