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Ticker: NVDA
Ticker: NVDA
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.
07:03am, Monday, Sep 01, 2025
Holiday-short week: August jobs report and Fed speakers set the tone as Broadcom and Salesforce lead AI-focused earnings. Fewer sessions mean payrolls, rate cues and AI beats could trigger sharp market moves.
06:42am, Friday, Aug 29, 2025
Alibaba (BABA) is testing a domestically made, general-purpose AI inference chip to reduce reliance on Nvidia (NVDA) and TSMC (TSM), aiming to boost China cloud hardware autonomy amid U.S. export curbs.
09:00am, Thursday, Aug 28, 2025
UBS warns AI stocks are flirting with a dot‑com‑era bubble as US tech trades >35x P/E. Meta, Alphabet, Amazon and Microsoft plan ~$350B capex; reliance on future revenue, falling CFROI and profit concentration raise volatility risk.
08:22am, Thursday, Aug 28, 2025
Nvidia (NVDA) beat with adj. EPS $1.05 on $46.74B vs. LSEG $1.01/$46.06B, but data‑center revenue missed. Analysts mostly raised targets (Jefferies $205, JPM $215, Bernstein $225, Loop $250) and stayed bullish on AI demand.
05:01pm, Wednesday, Aug 27, 2025
NVIDIA Corporation (NASDAQ: NVDA) - Q2 FY2026 snapshot
Quick take:
NVIDIA's results show a continued AI-led revenue surge driven by Data Center (Blackwell) products, strong cash generation and aggressive capital returns - offset by export-control friction around H20, large inventory buildup and r...
12:33pm, Wednesday, Aug 27, 2025
London stocks slipped: FTSE 100 -0.1%, FTSE 250 -0.3%. Banks hit (NatWest -2.5%) after U.S. comments on Fed governor Lisa Cook raised independence concerns. Hochschild plunged; JD Sports rose. Nvidia earnings awaited.
12:24pm, Wednesday, Aug 27, 2025
Nvidia (NVDA) reports fiscal Q2 after the bell: Street sees ~$1.01 EPS on $46.02B revenue (+53% YoY). Traders will parse Blackwell rack production, data‑center demand (88% of rev) and China/H20 guidance.
08:04am, Wednesday, Aug 27, 2025
Premarket movers: NVDA +0.6% ahead of earnings; KSS +16% raises FY outlook; MDB +30% on beat/strong guide; SJM -5% on weak profit outlook. Earnings-driven gaps spike volatility, flows and option activity.
05:16am, Wednesday, Aug 27, 2025
Nvidia (NVDA) Q2 earnings Aug 27: revenue est. $46.45B, adj. EPS $1.01. Wall Street largely bullish, but China export curbs could shave up to $8B. Strong print or cautious guidance may trigger volatility in AI chip stocks.
03:13am, Tuesday, Aug 26, 2025
Apple (AAPL) is pacing on AI-favoring on‑device privacy and polished rollouts-while MSFT, NVDA and GOOGL sprint cloud‑first. Apple's scale and services cushion risk, but caution could cede developer mindshare and AI revenue.
07:20am, Monday, Aug 25, 2025
Stifel lifts Nvidia (NVDA) PT to $212 (≈19% upside), citing strong GB300 demand, ~50% FP4 gains, cloud CapEx and a likely modest Q2 beat. Market bullish: 58/65 analysts buy; shares +33% YTD.
06:16am, Monday, Aug 25, 2025
Donald Trump-backed $8.9B buys 9.9% of Intel (INTC) via CHIPS Act equity, boosting stock but not solving yield, customer or execution problems. Government is largest shareholder with warrants; cash aids liquidity, not foundry tech or contracts.
08:25am, Monday, Aug 18, 2025
Research: AI could add ~$920B/yr to S&P 500 profits and boost market value $13-$16T (24-29%). ~$3T capex to 2028. Sector winners: retail, real estate, transport, health; infrastructure plays (NVDA, MSFT, AMZN). Timing, valuation & regulatory risks.
08:41am, Thursday, Aug 14, 2025
Nvidia's H20 chip became a geopolitical flashpoint: U.S. export controls on high-end AI silicon to China threaten NVDA revenue, reshape supply chains, spur Chinese rivals and raise regulation-driven market risk.