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Ticker: NVDA
Ticker: NVDA
08:50am, Friday, Nov 21, 2025
Fed's John Williams signals possible rate cut in December, lifting US futures despite a rough week for major indexes and tech stocks. Inflation seen easing by 2027 amid shifting risks.
08:42am, Friday, Nov 21, 2025
Before the opening bell, Gap, BJ's Wholesale Club, and Ross Stores see gains after strong earnings reports, while Nvidia dips amid valuation concerns in the tech sector.
08:39am, Friday, Nov 21, 2025
While Nvidia's spotlight dominates AI chatter, another stock quietly signals investor nerves as AI skepticism spreads through the markets.
07:55am, Thursday, Nov 20, 2025
Nvidia's latest quarter blew past estimates, driven by massive data center sales and strong guidance on Blackwell and Rubin chips, sparking analyst upgrades and enthusiasm.
09:37am, Wednesday, Nov 19, 2025
Vincent Mortier of Amundi voices concerns about U.S. Federal Reserve's autonomy and signals caution on megacap tech stocks, favoring European and emerging market bonds amid changing rate expectations.
04:08am, Tuesday, Nov 18, 2025
SoftBank's sale of 32.1 million Nvidia shares for $5.8B sparks fresh concerns about an AI bubble as market giants caution on tech valuations and futures slide with Nvidia's dip.
08:07am, Thursday, Nov 13, 2025
Samsung's operating profit is forecasted to more than double in 2026, fueled by booming demand for advanced HBM4 memory chips and a surge in semiconductor sales within its Device Solutions segment.
07:16am, Wednesday, Nov 12, 2025
Foxconn posts better-than-expected Q3 profits, driven by booming AI server production. The electronics giant teams up with Nvidia, Stellantis, Uber, and Mitsubishi Electric to push AI and autonomous vehicle innovations.
06:33am, Monday, Nov 10, 2025
The US Senate took a key step forward Sunday, advancing a bill to end the 40-day government shutdown by funding federal agencies through January and addressing healthcare subsidies.
04:49am, Monday, Nov 10, 2025
Indigenous leaders from the Andes and Amazon arrive at COP30, demanding stronger roles in environmental decisions amid escalating threats from mining, oil, and logging in their territories.
08:33am, Wednesday, Nov 05, 2025
Wall Street futures edged down amid anxiety over stretched valuations and mixed earnings reports from chipmakers and insurers, with traders watching closely ahead of key U.S. jobs data and ongoing government shutdown tensions.
09:08am, Tuesday, Nov 04, 2025
Michael Burry's Scion Asset Management reveals new put positions on Nvidia and Palantir, signaling skepticism amid recent stock surges and talk of potential market bubbles.
09:09am, Monday, Nov 03, 2025
Microsoft plans a $15B investment in UAE AI data centers through 2029, with export licenses from the Trump administration for advanced Nvidia GPUs. This moves the UAE closer to becoming a key AI hub.
09:27am, Friday, Oct 31, 2025
Gold prices edged lower, set for a second straight weekly decline as the Fed signals caution on rate cuts and optimism grows over U.S.-China trade talks, dampening bullion's safe-haven allure.
08:44am, Thursday, Oct 30, 2025
Oil futures retreat as markets react to Fed's cautious stance and U.S.-China trade talks, with the upcoming OPEC+ meeting set to influence supply and prices further.
07:39am, Monday, Oct 27, 2025
Microsoft, Alphabet, Amazon, and Meta report Q3 results as AI investment booms, but doubts grow over returns and a potential bubble reminiscent of the dotcom era.
04:44am, Wednesday, Oct 22, 2025
Russian missile and drone strikes overnight killed six in Ukraine, causing widespread power outages. Plans for a Putin-Trump summit were delayed after Moscow rejected a ceasefire proposal.
09:20am, Friday, Oct 17, 2025
Micron (NASDAQ: MU) plans to exit China's server chip market following a 2023 ban that targeted its products in critical infrastructure, ceding ground to Samsung and domestic rivals amid US-China tech tensions.
08:08am, Thursday, Oct 16, 2025
TSMC lifts its full-year revenue forecast, fueled by stronger-than-expected demand for AI chips. The semiconductor giant reports record quarterly profits, highlighting robust growth amid global tech spending.
03:34am, Monday, Oct 13, 2025
President Trump and Vice President J.D. Vance signaled readiness to resume trade dialogue with China after a week of tariff threats and new export curbs. Markets responded cautiously, with futures and key tech stocks rebounding early Monday.
07:40am, Monday, Oct 06, 2025
AMD jumped ~25% premarket after a multi‑year deal to supply OpenAI with hundreds of thousands of GPUs (~6GW) from 2H‑2026, a 1GW MI450 build next year and an option for up to 10% equity, challenging NVIDIA's AI lead.
07:21am, Monday, Oct 06, 2025
Micron (MU) is up ~123% YTD; Morgan Stanley upgraded to overweight and raised its target to $220 (from $160), citing DRAM/NAND strength, tightening supply and manageable HBM4 AI‑memory risks.
09:02am, Tuesday, Sep 30, 2025
CoreWeave (CRWV) jumps ~8% after a deal to supply Meta (META) up to $14.2B of Nvidia (NVDA) GB300 GPU capacity. Helps diversify from MSFT concentration but 'up to' revenue, Nvidia reliance and execution risk remain.
07:30am, Tuesday, Sep 30, 2025
Zhipu AI (ZHIPU) CEO Zhang Peng rejects ASI-by-2030 hype and rolled out GLM‑4.6-targeting enterprise coding, reasoning and paid dev plans. Investors should watch monetization, enterprise traction and GPU/cloud suppliers (NVDA).
07:05am, Monday, Sep 29, 2025
Wedbush warns the rally is fragile: narrow leadership from mega-cap tech (AAPL, NVDA, MSFT) and rising leverage/thin liquidity could spark sharp, volatile corrections despite calm headline indexes.
07:36am, Tuesday, Sep 23, 2025
Trump to meet Schumer and Jeffries this week as a looming funding gap risks a government shutdown. Markets brace for headline-driven moves: Treasury yields, equity volatility and defense/financial stocks likely to react.
07:18am, Tuesday, Sep 23, 2025
Analysts lift Samsung Electronics (KOSPI:005930) targets-Goldman to W96,000, KB to W110,000-after stronger DRAM/NAND trends and accelerating HBM demand tied to AI (NVIDIA). Forecasts raised; risks: memory volatility, execution, FX.
06:55am, Tuesday, Sep 23, 2025
Nvidia unveils ~$100B OpenAI deal to deploy ≥10GW of datacenter compute - NVDA up ~3.9%. TSMC and Foxconn rallied as GPU demand boosts wafer and server-assembly orders; traders watch fab capacity, lead times and capex.
06:53am, Friday, Sep 19, 2025
Samsung (005930) passed Nvidia (NVDA) qualification for 12‑layer HBM3E, a major step toward supplying high‑density AI memory. Approval could ease HBM shortages and pressure pricing-mass shipments hinge on yields and capacity ramps.
03:41am, Friday, Sep 19, 2025
Nvidia invests $5B in Intel, boosting INTC shares. The stake secures alternate wafer and advanced-packaging capacity, ties Nvidia GPUs to Intel's x86 server base, and reshapes data-center supply dynamics-execution risks and deal terms remain key.
08:19am, Tuesday, Sep 16, 2025
Nvidia's RTX6000D (~¥50,000) sees weak China demand as grey‑market RTX5090s undercut it; Alibaba and Tencent pause orders amid export‑control uncertainty and delayed H20/B30A shipments - near‑term headwind for NVDA.
05:32am, Monday, Sep 15, 2025
China extended an antitrust probe into NVIDIA (NVDA), knocking shares lower and pressuring AMD and Intel. The move raises regulatory risk for AI GPU supply and China revenue; traders should watch probe scope, duration and remedies.
12:41pm, Friday, Sep 12, 2025
Global stocks hover near records as dollar and Treasury yields rebound; gold nears all‑time highs. US consumer sentiment slips and CPI is mixed, clouding rate‑cut bets. Markets wait for Fed/Powell next Wednesday.
08:03am, Thursday, Sep 11, 2025
D.A. Davidson upgraded Nvidia (NVDA) to Buy from Neutral, raising its target to $210 (from $195). Analyst Gil Luria cites ramping AI compute demand as the main driver despite competition and China risks; NVDA is up about 32% YTD.
04:17am, Wednesday, Sep 10, 2025
TSMC (TSM) Aug sales jumped 33.8% YoY to T$335.8B (~$11.1B); Jan-Aug up 37.1%. AI/server demand (notably NVIDIA GPUs) is driving growth, but US export controls on China-facing fabs add geopolitical risk into Q3.
04:06am, Wednesday, Sep 10, 2025
Oracle (ORCL) jumped after management forecast massive cloud-infrastructure growth (RPO +359%) with $18B/$32B/$73B targets; analysts raised price targets amid AI demand-key risks: converting backlog to revenue and thin GPU margins.
06:13am, Monday, Sep 08, 2025
ByteDance moved Beijing/Shanghai chip engineers into a Singapore unit (Picoheart), likely to ease access to overseas foundries like TSMC amid US export curbs - signaling a push into ASICs vs rivals (e.g. NVDA).
05:10am, Friday, Sep 05, 2025
Quantinuum, spun out of Honeywell (HON), raised ~$600M at a $10B valuation (up from $5B) with Quanta, QED, NVIDIA's NVentures, JPMorgan and Mitsui joining. Funding boosts R&D and strengthens its IPO roadmap (target: by 2027).
08:51am, Thursday, Sep 04, 2025
Cambricon Slumps 12% After August Rally Doubled Shares, 15% STAR50 Weight Sets Up Sept. 12 Rebalance
Cambricon Technologies (SSE:688256) plunged ~12% after August gains doubled the stock and pushed its STAR50 weight to ~15%-above the 10% cap. Sept 12 index reweighting could force selling; mainland semiconductors and STAR50 fell sharply.
