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NVDA
58 reports from NewsNovo on NVDA, newest first.
Microsoft launches local AI coding models for Windows devices
MarketsOct 7, 2026Micron faces revenue shift as Nvidia product ramp timing debated
EarningsSep 25, 2026Eisman warns AI revenue hinges on two labs
EarningsSep 23, 2026LG Completes Nvidia Qualification for High-Power Cooling Units
MarketsSep 22, 2026Markets split at midday as yields hit 5% and crypto diverges from equities
CryptoSep 18, 2026NVIDIA's approximately $12.9 billion Hugging Face deal tests the limits of platform neutrality
DealsSep 13, 2026Intel retreats 6% after a 188% run as rising yields reprice the chip sector
EarningsSep 10, 2026Nvidia's earnings test and the margin that matters
EarningsSep 8, 2026TCS buys Porsche's MHP consulting arm for €320m, with Porsche remaining its anchor client
DealsSep 6, 2026The case for Vanguard's Mega Cap Growth ETF, and the concentration risk that comes with it
DealsSep 6, 2026Nvidia's $13 billion Hugging Face deal hinges on an open-platform promise
DealsSep 5, 2026Nvidia's $12.9 billion Hugging Face acquisition is bigger than a defensive play
DealsSep 4, 2026South Korea confirms semiconductors are in active US talks
MacroSep 4, 2026Nvidia to acquire Hugging Face for $13bn after the platform rejected its money
DealsSep 3, 2026Nvidia stock rally tests a broader demand thesis
EarningsSep 3, 2026MiniMax's 280% Revenue Growth at Half the R&D Rate Puts AI Infrastructure Stocks on Defense
EarningsSep 2, 2026One Analyst Says NVIDIA Reaches $400 on Earnings Alone. Cramer Wants a $500 Billion Buyback to Force It.
DealsSep 2, 2026SB Energy files for IPO with no revenue and no operational data centers
EnergySep 1, 2026Micron Technology's September Problem: Earnings Date Falls in the Market's Worst Month
EarningsAug 31, 2026Nvidia's Friday reversal points to the Fed, not the chip cycle
EnergyAug 31, 2026IREN shares fall 15%, but the contracted backlog makes the quarter beside the point
DealsAug 31, 2026OpenAI cuts Cursor access after SpaceX deal, and the 5% figure is the point
DealsAug 30, 2026Jim Cramer says Nvidia and Salesforce earnings dismantled two bear narratives
EarningsAug 30, 2026The AI earnings sweep that rebukes zero-sum thinking
EarningsAug 30, 2026Nvidia guides for 70% revenue growth, leads chip stock rally after earnings beat
EarningsAug 27, 2026Nvidia Earnings and Iran Sanctions Put the AI Trade on Trial
WorldAug 24, 2026Canadian dollar holds its ground as dollar weakness offsets trade war fears
MacroAug 24, 2026Nvidia earnings, Kevin Warsh's Jackson Hole debut, and tariffs converge on a stock market rally that hasn't healed
EarningsAug 23, 2026Google's Marvell chip deal shifts AI infrastructure spending, Broadcom's edge stays intact for now
DealsAug 23, 2026The AI theme creep hiding your portfolio's real concentration
DealsAug 14, 2026Anthropic in talks to acquire Decart AI at $6 billion valuation
DealsAug 14, 2026Goldman Sachs bets up to $2.25 billion on NEOS Investments to lead options-income ETF market
DealsAug 14, 2026Cisco beats estimates and still loses the market
EarningsAug 12, 2026July CPI lands on target as CoreWeave signals booming Nvidia demand
EarningsAug 12, 2026Susan Collins leaves September rate rise on the table while flagging lower-income strain
MacroAug 12, 2026Lazard AUM climbs to $286.9 billion in July
MacroAug 12, 2026A billion Gemini users is the signal semiconductor markets were waiting for
MacroAug 12, 2026Cognition AI in talks to raise funding at a valuation above $40 billion
MacroAug 12, 2026Energy Vault guides 2026 revenue to $270 million to $310 million on a backlog nearing $2 billion
MacroAug 12, 2026Nvidia's half-trillion deal targets hyperscaler funding walls, but the read-through is not clean
MarketsAug 11, 2026Nvidia's AI financing push draws scrutiny over debt and return prospects
MarketsAug 11, 2026Nvidia enters the open model market with Nemotron 3.5 Lightning as Nemotron 4 reportedly takes shape
MarketsAug 11, 2026Nvidia has overtaken inflation data as the top driver of market sentiment, Nomura finds
MarketsAug 11, 2026Nebius Group's 31% July Selloff Tests the Case for AI Infrastructure Growth
DealsAug 9, 2026Rolls-Royce raises guidance as defense and data center demand converge
EarningsJul 30, 2026Ark Invest trims Bitmine, Bullish and Block as crypto stocks pull back, adds $14.5 million SpaceX stake
CryptoJul 30, 2026OpenAI's July revenue run rate outpaces its entire second quarter, CFO tells staff
EarningsJul 29, 2026Meta shares tumble nearly 10% as guidance disappoints and cash generation falters
EarningsJul 29, 2026Nvidia dip-buying falls to third-weakest level since early 2025
MarketsJul 29, 2026Apple's bid to buy from a blacklisted chip supplier makes the semiconductor shortage political
DealsJul 25, 2026Three tech giants warn against premature curbs on open-weight AI
MarketsJul 25, 2026Jensen Huang's first post puts Nvidia inside the open-weights debate
MarketsJul 24, 2026Huang's China reassurance tests the limits of Nvidia's credibility on its biggest risk
MarketsJul 22, 2026SK Hynix heads to Nasdaq as trillion-dollar chip maker courts U.S. investors
MarketsJul 21, 2026Trump Disclosure Reveals Billions in 2025 Revenue as Outside Funds Handle His Trading
MarketsJul 3, 2026Nvidia Strikes New Memory-Chip Deal With SK Hynix; Samsung Shares in Focus
Jun 9, 2026Nvidia and Hyundai Deepen Partnership to Commercialize Physical AI and Robotics
Jun 9, 2026The Quiet Collapse of the Wall Between Stocks and Crypto
May 11, 2026