As seen on the 24/7 Wall St. homepage on August 13, 2026.
A $10,000 bet at Nvidia's 1999 close is worth $50 million today, 26 years later. Half of that fortune was created in just the last two years of the AI buildout.
Mentioned: NVDA
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A 3.2% day looks modest until you scale it to a $5.4 trillion company: that is roughly $170 billion in market value added in one session. At $224.46, the world's largest stock moves the index by itself.
Six of the largest capital allocators on earth just agreed to underwrite demand for Nvidia's own product, creating dedicated pools of third-party money that let customers buy compute they could not otherwise finance. Huang casts GPUs as an investable asset class with long-duration, usage-linked revenue, though the memorandums still require final agreements.
Apple's 0.65 put/call ratio into today's expiration says traders are leaning long, with call open interest stacked at the 315 and 317.5 strikes well above the 312.5 at-the-money line. That signals confidence, though crowded call positioning fades hardest when a move fails to show up. At 14.2% at-the-money implied vol, the options market is pricing a small move in either direction.
Washington is reviewing how Chinese firms reach Nvidia silicon through offshore data centers, and $217 says traders are no longer treating China access as a rounding error for a $5.3 trillion company. Any formal restriction lands squarely on the AI trade's biggest weight.
Digital Turbine's 35% close is the loudest move of the session, with buyers paying up for growth names delivering results, as Shopify also advanced. The pain was just as concentrated: Lucid gave back ground and Astera Labs slid even as AI peers Nvidia and Arista advanced.
Musk is signaling a seismic infrastructure pivot that upends the current data center playbook where chip and hardware makers have built their empires.
@Jason @Dell @nvidia @Apple Over 90% of AI compute will be in server-side for the next few years. Long-term, 99.99…% of compute will be in space.
Software and entertainment stocks powered the close as SanDisk cratered 11.13% on what looks like broad chip sector fatigue hitting even memory makers.
Semiconductor selloff hits NVIDIA hard, erasing $12.54 per share from today's open. Magnitude of move signals broader sector weakness.
Cramer points to deteriorating trading volume and debt fears as the real culprit behind the chipmaker's weakness, not fundamentals.
the volume in Nvidia supports the decline.. I would say if there were no financing involved Nvidia's stock would be soaring. All that matters to the market, though, is the financing and how Nvidia it will impact Nvidia negatively BECAUSE of memories of 2000
Cramer flags growing market anxiety over Nvidia's outsized influence as a capital allocator, widening the tech sector's fault line between chips and everything else.
Tech that's not semi v. Nvidia. First National Bank of Nvidia is starting to really cause people to freak out...