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News Digest /
Ticker: NVDA
Ticker: NVDA
07:48am, Tuesday, Jul 21, 2026
Michael Burry cuts his Oracle short position by half after a strong gain but insists he's still bearish. Oracle shares hit a 52-week low amid credit rating worries and dilution fears.
07:13am, Tuesday, Jul 21, 2026
Nasdaq Leads Gains as Chip Stocks Rally Boosts US Stock Futures Amid Geopolitical and Trade Tensions
US stock futures rise with Nasdaq up 1.3% driven by semiconductor strength ahead of Big Tech earnings. Market braces for impact of new US tariffs on Canada and heightened Middle East tensions.
02:46am, Thursday, Jul 16, 2026
Taiwan Semiconductor Manufacturing Co reports a stunning 77% leap in Q2 net profits, hitting a record $21.99 billion amidst surging orders for AI processors, greatly exceeding analyst forecasts.
06:52am, Friday, Jul 10, 2026
South Korea's SK Hynix launches a massive $26.5B US share sale, testing the semiconductor sector's resilience after recent volatility and riding the ongoing AI boom's wave.
07:23am, Wednesday, Jul 08, 2026
While the semiconductor sector rockets 82% this year, Nvidia edges up a modest 3%. Analyst Bank of America highlights concerns about margins, competition, and investor sentiment as key factors for Nvidia's underperformance.
07:22am, Wednesday, Jul 08, 2026
Meta's Mark Zuckerberg admits slower-than-expected AI agent progress, while Michael Burry takes short positions on AI infrastructure stocks. NVIDIA, Meta, and Palantir see pre-market declines amid growing doubts on AI spending and competitive pressure from China.
04:10am, Thursday, Jul 02, 2026
Nvidia is riding the wave of a robotics boom pegged at a trillion-dollar scale. While Nvidia leads the charge with its AI chips, suppliers of robotics' motion and sensor components are making notable gains.
04:22am, Tuesday, Jun 30, 2026
Momentum stocks took a hit as the 'Magnificent Seven' fell sharply, marking their fourth-worst weekly showing in 22 years with the S&P 500 equal weight index outpacing the usual giants by 3.5%.
10:06am, Thursday, Jun 25, 2026
Apple has raised prices on MacBooks and iPads amid skyrocketing memory chip costs driven by AI demand, marking a rare price increase for the tech giant's hardware lineup.
08:34am, Tuesday, Jun 23, 2026
A flurry of analyst moves Tuesday sees JPMorgan lifting IBM, Baird holding firm on Tesla with SpaceX merger buzz, Bernstein backing Netflix and Nvidia, alongside fresh coverage on SpaceX and others.
05:19am, Wednesday, Jun 10, 2026
Soitec stock dropped sharply after Jefferies cut the rating, citing a disconnect between lofty valuations and the company's fundamentals, forecasting slower growth and highlighting competitive pressures.
09:27am, Tuesday, Jun 09, 2026
OpenAI has confidentially filed for a U.S. IPO following Anthropic's recent filing, signaling a surge of big AI players moving towards public listings amid an intensifying race to capitalize on AI's growth.
06:24am, Monday, Jun 08, 2026
Nvidia inks multiple agreements with SK Group, SK Hynix, Naver, and others, securing memory chip supply and AI infrastructure collaboration amid rising demand and South Korea's tech rally volatility.
04:07am, Monday, Jun 08, 2026
Naver stock jumps over 9% after unveiling a massive AI infrastructure deal with Nvidia, aiming to scale AI platforms with cutting-edge tech amid a tough market environment.
04:40am, Wednesday, Jun 03, 2026
Shares of Marvell Technology surged sharply after Nvidia's CEO hailed it as the next trillion-dollar firm, supported by robust earnings, optimistic guidance, and a $2 billion strategic investment from Nvidia.
04:38am, Monday, Jun 01, 2026
LG Electronics stock climbs to record levels following news of potential AI and robotics partnership talks with Nvidia, sparking investor excitement about expanded tech cooperation in Seoul.
04:33am, Monday, Jun 01, 2026
Nvidia debuts its RTX Spark processor for Windows PCs, partnering with Microsoft and MediaTek. New AI-focused Vera chips and next-gen Vera Rubin processors head into production, signaling a big push into AI hardware.
04:18am, Monday, Jun 01, 2026
SoftBank shares hit an all-time peak fueled by AI enthusiasm, surpassing Toyota to become Japan's largest company. Its stakes in Arm and AI startups drive investor excitement and market gains.
04:05am, Tuesday, May 26, 2026
SoftBank Group's stock climbs to a historic peak, driven by AI enthusiasm and robust performance from chip designer Arm Holdings. The company's OpenAI stake also boosts investor sentiment despite debt concerns.
03:16am, Thursday, May 21, 2026
Nvidia crushed Q1 revenue and earnings estimates, but shares dipped in extended trading. Hyperscalers drive half of its data center sales, no China revenue reported, and the company revamps reporting while hiking dividends and buybacks.
03:15am, Thursday, May 21, 2026
At the Sohn Investment Conference in Hong Kong, hedge funds spotlight investments in AI-driven data centers, PCB makers amid supply chain issues, and Gen Z-influenced pet food and instant noodle companies, reflecting shifting market trends.
09:41am, Wednesday, May 20, 2026
Wall Street futures rise as traders brace for Nvidia's earnings report, while Treasury yields stabilize after reaching highs unseen since 2008. Oil prices dip amid easing Middle East tensions, setting the stage for a key tech earnings day.
08:57am, Wednesday, May 20, 2026
Shares of Lam Research rise after unveiling a new Austria-based R&D facility focused on innovative chip packaging, combined with analyst price target hikes fueled by robust AI-driven demand and strong quarterly performance.
09:37am, Tuesday, May 19, 2026
Nvidia's upcoming earnings will reveal how it tackles competition in the expanding AI inference chip market, where rivals like Intel, AMD, and tech giants develop alternatives. Supply dynamics and margin pressures add layers to the test of Nvidia's AI supremacy.
04:47am, Monday, May 18, 2026
Samsung Electronics and its union engage in urgent negotiations to prevent an imminent strike by 45,000 workers, a move that could disrupt global chip supply chains and impact South Korea's economy.
04:57am, Friday, May 15, 2026
Despite Nvidia's strong earnings report, the S&P 500 faces fresh technical challenges with new sell signals amid upcoming tech and retail earnings, signaling a cautious market ahead.
04:21am, Thursday, May 14, 2026
SoftBank's Vision Fund surged with a $46 billion gain driven by its massive investment in OpenAI, overshadowing losses in other holdings like Coupang and DiDi Global, spotlighting its central role in AI investments.
02:34am, Thursday, May 14, 2026
Nvidia CEO Jensen Huang's surprise seat on Air Force One to China signals the company's strategic importance amid US-China ties, sparking a premarket 2% stock boost.
06:29am, Wednesday, May 13, 2026
Oil prices dipped as the fragile ceasefire involving Iran wavers and President Trump embarks on a high-stakes trip to China, highlighting geopolitical tensions impacting global energy markets.
03:44am, Tuesday, May 12, 2026
Norway's finance minister highlights the tricky balance between transparency and impact in ethical divestments as the $2.2 trillion sovereign wealth fund reviews its disclosure policies amid political pressures.
10:13am, Monday, May 11, 2026
IREN Ltd's stock plunges over 12% due to a large convertible senior notes offering, disappointing Q3 revenue, and cautious analyst stance, despite ongoing growth projects and bullish forecasts.
04:49am, Friday, May 08, 2026
US prosecutors suspect Thai-linked OBON Corp smuggled billions in Nvidia-powered servers to China, with Alibaba among buyers. The case spotlights ongoing export controls on advanced chips amid national security concerns.
06:42am, Tuesday, May 05, 2026
Heightened US-Iran clashes near the Strait of Hormuz push oil prices above $100, weighing on Asian and European shares while the yen faces intervention speculation. Key earnings and US job data loom.
07:06am, Thursday, Apr 30, 2026
Samsung Electronics posts a nearly 50-fold surge in chip division profits on booming AI-driven demand, forecasting worsening supply shortages into 2027 despite efforts to expand production and secure multi-year contracts.
07:58am, Wednesday, Apr 29, 2026
Kevin Warsh, President Trump's nominee for Federal Reserve Chair, is set to clear a Senate panel vote, paving the way to replace Jerome Powell amid political tensions over Fed independence.
10:07am, Thursday, Apr 23, 2026
Alphabet's stock rose 1.7% after unveiling its latest generation AI chips and new collaborations at its Cloud Next '26 event, reflecting strong growth in AI usage among its cloud customers.
09:48am, Thursday, Apr 23, 2026
ASML's CEO insists the company won't be a bottleneck for chip manufacturing, highlighting recent capacity investments and timely deliveries amid rising AI chip demand and geopolitical export challenges.
07:17am, Thursday, Apr 23, 2026
Shares of Axe Compute Inc. soar 100% following the signing of a $260 million, three-year agreement for a massive NVIDIA GPU infrastructure deployment, marking their largest enterprise contract yet.
07:37am, Monday, Apr 20, 2026
Geopolitical tensions flare again in the Strait of Hormuz as Iran reverses course on reopening, triggering oil price swings. Meanwhile, tech shares hit a historic streak despite global uncertainty.