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
A scandal narrative now attaches to $7.5 billion of China shipments while the Justice Department runs a chip probe and lawmakers push new export controls, putting Nvidia's China access squarely in play.
REPORT: Nvidia CEO’s affair with an alleged Chinese spy aided $7.5 billion in chip shipments to China
Losing a spot on Bank of America's top picks list strips away one of the loudest sell-side endorsements behind the AI chip trade, and sentiment shifts like this tend to move the whole semiconductor complex.
JUST IN: Bank of America removes Nvidia from its prestigious list of top stock picks.
Chips split hard at Monday's close: four names finished up double digits, led by Monolithic Power at 16.67%, while NVIDIA slipped 4.20% to $178.81. A 21-point spread between AMD and NVIDIA in one session is rare for two stocks that usually trade together.
Today's 14.76% intraday run is a sector-wide optical networking bid: rival Fabrinet added 9.63% and Applied Optoelectronics 3.54% in the same session.
Chip sector earnings and NVDA probe
Moves: Nov 9, 3:20 PM ET · Alpha Vantage quote
Nearly 15 points separate the top and bottom of the open: Bloom Energy up 8.95% while NVIDIA, the market's heaviest name, drops 6.44% to $174.62. Four of the five decliners sit in AI-adjacent hardware, so the pain is concentrated.
Nvidia owns the conversation with 204 comments and the room is split on it, while traders stay enthusiastic about AMD, Micron and Broadcom. CVS is the odd one out, drawing sour takes after its breakup plan.
Source: RedditIf you own a cap-weighted index fund, NVIDIA alone erased $1.27 trillion of the Russell 1000's decline, so the average stock being green over the past month did nothing for you.
R1K stocks are up an average of 0.76% over the last month, yet the index has shed about $4.8 trillion in market cap. NVIDIA $NVDA has seen its market cap fall the most at -$1.27 trillion, while another 13 have fallen more than $100 billion. Here's the 20 biggest drops: https://t.co/ujScNdaJBE
CoreWeave's multi-year Wayve contract pushes its Blackwell capacity beyond the big lab customers and into autonomous driving, widening the backlog base investors have been questioning.
$CRWV SIGNS MULTI-YEAR DEAL WITH WAYVE CoreWeave will provide Nvidia $NVDA Blackwell-powered cloud infrastructure to train, evaluate and simulate Wayve's end-to-end AI Driver foundation models for autonomous vehicles. Wayve's AI Driver learns from real-world driving data https://t.co/XoEDdvapbc
A former SEC chair publicly framing this as a board decision moves the story from tabloid to succession risk at the most valuable chipmaker on the market.
JUST IN: Former SEC Chair Gary Gensler warns Nvidia's board faces “tough choices” amid investigation into CEO Jensen Huang's affair with a suspected Chinese intelligence operative.
Nvidia keeps smashing records, yet the stock quietly profiting from every one of those chips just dropped 14% in a month. Why one supplier's pullback could hide a bigger opening than the…
Intel's stock has lost nearly half its value in a month, yet server demand is outrunning supply and the CFO is warning about a 2027 "knothole." Which side of that tension does…
Stocks surged while short-term bonds quietly flashed the opposite signal. One Fed official's warning about AI spending suggests the market may be reading the same data in two very different ways, and…
Revenue doubled, yet the stock sits in the red for the year and fell 22% in a month. Margin pressure, supply bets, and a bold four-year price target force a hard question…
Vandita Jadeja NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is facing a second straight day of selling as its board investigates CEO Jensen Huang. NVIDIA stock is at $170.67, down 4% in early trading. That…
It is easy to dismiss forecasts posted on Polymarket. It is mostly a place to bet on sports and, from time to time, elections. But its users can also bet on the…
Douglas A. McIntyre NVIDIA already booked almost nothing from China, yet lawmakers keep pushing chip rules that could outlast this fight. The real danger may be a new political gatekeeper for sensitive sales, and one…
Omor Ibne Ehsan Oracle keeps beating earnings estimates and Wall Street keeps cheering, yet the stock has slid hard this year. The lone skeptic points to a number that the bulls rarely mention, and it…
A late-night report promised a $26 billion supplier stampede into Anthropic's IPO, then Anthropic called its own pricing inaccurate. Only one commitment appears in an SEC filing, so which backer holds the…
Wall Street sees a price target far above Broadcom's all-time high, even as AI chip sales triple and the stock lags the market. One December report could reveal whether sentiment or the…
Qualcomm's handset business is shrinking fast, yet a quieter segment just posted a record quarter that few investors are watching. Can it outrun the earnings damage, and where does our model say…
Wall Street shrugged off a short seller's warning about Jensen Huang and a Singapore chip buyer. Then the board opened an investigation, and the report's bigger claims about China and Megaspeed started…
Apple keeps setting records while Wall Street's own price target sits below the stock. A China AI approval and a looming margin squeeze raise the question of whether the rally has outrun…
Pre-Market Stock Futures: Futures are trading mixed, but it’s time to get your popcorn ready, because the October Consumer Price Index will be released this morning at 8:30 ET. Economists project headline…
The president vouches for NVIDIA's CEO, but he has no power over the board investigation or the congressional chairs demanding answers. Three high-stakes events land within days of each other, and each…
Omor Ibne Ehsan 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 $231.97, rated Buy. The Wall Street consensus target is $327.14. NVDA price prediction →
