Headquartered in Santa Clara, CA Fiscal year ends January NASDAQ: NVDA nvidia.com
NVIDIA Corporation designs and sells accelerated computing platforms spanning processors, interconnects, software, algorithms, systems, and services. The company operates through two reportable segments: Compute & Networking, and Graphics. Its Data Center platform serves hyperscale cloud providers, AI cloud operators, enterprises, sovereign governments, and research institutions with GPU-accelerated infrastructure for AI training, inference, and high-performance computing. Key product architectures include Blackwell Ultra and the newly ramping Vera Rubin platform. The Edge Computing segment encompasses GeForce GPUs for gaming and PCs, RTX-based professional visualization products, autonomous vehicle platforms (DRIVE Hyperion), and robotics solutions (Isaac). NVIDIA's CUDA software ecosystem and extensive library of AI frameworks underpin its hardware platforms. The company generates revenue through direct sales and partnerships with cloud service providers including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure, and Nebius, and is expanding into AI infrastructure financing through arrangements with major financial institutions. Updated
Tesla bulls dominated the boards today with 981 comments, the loudest single-stock chatter on the list, while Nvidia talk is souring fast even as it draws the most upvotes. Traders are also leaning bearish on the S&P 500 tracker, a tell worth watching.
Source: RedditNvidia now sells silicon inside Windows laptops from ASUS, Dell, HP, Lenovo, Microsoft and MSI, starting at $2,599 and shipping globally today. That puts a Grace CPU plus Blackwell RTX superchip into the consumer PC socket Intel, AMD and Qualcomm have owned, opening a revenue line beyond data center GPUs.
Mercedes-Benz is locking in Hyperion compute, the Alpamayo driving stack and Halos safety software across its MB.OS vehicles, with Level 4 robolimousines named as a target. It is the second automaker partnership expansion in two days after Volvo, and the chips extend into Mercedes' MO360 production network and engineering simulation too.
Cramer is pulling money toward consumer staples, retailers and oils while the data center complex cracks, and he is framing Schwab's selloff on AI-agent worries as a repeat of the 2023 banking scare that proved a buying opportunity. For anyone concentrated in AI hardware, the Oracle half-sell is the clearest sell discipline he offered all episode.
Volvo is committing its next-generation electric cars to the full NVIDIA automotive stack: Hyperion sensor and compute, Halos OS and Alpamayo driving software, debuting in a next-gen model tied to Volvo's largest-ever product push. That turns a 2017 collaboration into a multi-product design win in a carmaker that sold over 710,000 vehicles in 2025, widening the automotive revenue line beyond data center.
Photoshop, Premiere and Substance 3D are now tuned for the RTX Spark superchip launching Oct. 16, with up to 2x faster AI processing, putting Nvidia silicon inside the daily workflow of Adobe's creative base. Nvidia is also adopting Adobe's Brand Concierge, optimized on its own Nemotron open models, to run conversations on NVIDIA.com, with more due at Adobe MAX, Nov. 10-12.
Nvidia's stake in CoreWeave is now a question analysts expect Jensen Huang to answer on the record, and the answer sets the tone for how much of the data center buildout is circular financing.
Should Jensen Huang should address Nvidia’s exposure to $CRWV? Tal Liani weighs in, saying Huang will eventually offer “comforting comments” defending demand, just like everyone else with a stake in the data center buildout. “It’s just a question of time," Liani says. https://t.co/CX6fTyMZjP
Nvidia is spending $2 billion to buy itself customers in Europe just as Brussels pushes AI sovereignty, turning French startups into locked-in demand for its chips.
BREAKING: Nvidia has announced $2B in Europe deals, including funding for French startups Doctolib, Genesis AI, Pigment, and Entalpic.
MUheating up fast
Reddit traders are piling into individual chip names while turning cautious on the broad market, with Nvidia bullish on 645 comments and Micron heating up fast right behind it. The same crowd is souring on the S&P 500 tracker and the semiconductor ETF.
Source: RedditA blunt warning about AI funding from one of the chip industry’s most prominent executives is hitting custom AI chip stocks harder than the wider semiconductor group. Broadcom (NASDAQ:AVGO | AVGO Price…
Confidential documents reveal that two of the world's most valuable tech companies quietly wrote identical checks to fund a new White House ballroom, and neither one sent out a press release. The…
Arm Holdings has surged over 120% this year while building a chip empire that stretches from smartphones into AI data centers, but a brutal recent selloff and a valuation that makes even…
CNN’s Fear & Greed Index stood at 46 a week ago, which is Neutral. On October 16, 2026, it reads 28, a few points above Extreme Fear. That’s a big swing in…
Artificial intelligence’s next obstacle may be the cost of money. Building data centers requires financing today, while the revenue needed to justify those investments arrives later. Washington also needs buyers for its…
NVIDIA's stock has pulled back over the past week, but analysts keep raising their estimates and the company keeps beating them. Whether an 80% gain is achievable by 2027 depends on a…
Vandita Jadeja Nvidia (NASDAQ: NVDA | NVDA Price Prediction) announced a deal with Volvo yesterday. Volvo is far from one of the world’s largest car companies. However, Zhejiang Geely Holding Group, which owns it,…
A rotation out of AI-linked chip stocks isn’t letting up, and two of the biggest names in processors are falling again. Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 3% to…
Nvidia shares dropped nearly 6% this week on AI funding fears, yet the company's own financing web stretches to hundreds of billions in commitments that even its CEO calls circular. Here is…
Harvard's endowment just posted its best return in years, and the single stock sitting at the center of its public portfolio tells you something unexpected about how the world's richest university is…
Investors keep debating Tesla's car margins while a completely different business quietly rewrites the company's growth story. The real question is whether the market is pricing the wrong Tesla entirely.
Bond investors are quietly repricing the debt that funds AI's massive buildout, and some of the numbers coming out of quarterly filings suggest the easy money phase may already be over.
Intel just lost a third of its value while rivals AMD and NVIDIA kept climbing, yet one prominent analyst sees a path that leaves the consensus in the dust. The bull case…
AMD just absorbed a brutal sell-off and an $800 million export hit, yet its biggest customers keep signing billion-dollar commitments. Here is why the pain might be the point.
Jensen Huang admits Nvidia can only fill about 70% of current demand, and Taiwan's government just backed a multibillion-dollar bet that moving suppliers to Texas soil changes that equation for both Nvidia…
NVIDIA Corporation designs and sells accelerated computing platforms spanning processors, interconnects, software, algorithms, systems, and services. The company operates through two reportable segments: Compute & Networking, and Graphics.
24/7 Wall St.'s 12-month price target for NVDA is $260.76, rated Buy. The Wall Street consensus target is $328.72. NVDA price prediction →
