NVIDIA Corp

A 10-point gap between the chip ETFs and their largest holding means money is rotating inside the sector rather than leaving it.

The semis are up 5% even though its biggest member is down 5%. Wild times. $SOXX $SMH $NVDA

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If 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

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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

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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.

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Two new TPUs aimed at Nvidia accelerators put another hyperscaler on the in-house silicon path, right as Amazon pushes its own chips. Alphabet gets the upside, Nvidia gets a second giant customer designing around it.

JUST IN: Google launches 2 new TPU chips to serve as Nvidia alternatives

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Beijing's denial puts a second government on the record in a story that already knocked 5% off Nvidia and triggered an independent board probe into its CEO, with earnings approaching.

BREAKING: China denies allegations that Nvidia CEO Jensen Huang had affair with Chinese spy, calling the claims “pure fabrication out of thin air.”

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The decline has stretched past 6%, deeper than the 5% drop flagged earlier alongside the board probe into Jensen Huang's alleged China ties, and a prediction market flagging it means traders are pricing the fallout in real time.

JUST IN: Nvidia stock now down over 6%

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