NVDA news

About 75% of S&P 500 members declined in September even as the benchmark stayed near its record, highlighting unusually narrow market leadership.

Nvidia has introduced an open AI-agent safety platform built around OpenShell and Sentry, aiming to give developers stronger controls over autonomous software.

Nvidia expanded its share-repurchase authorization by $150 billion, taking the total available program to $235 billion through fiscal 2028.

Chinese officials have reportedly asked Alibaba and ByteDance to outline potential purchases of Nvidia’s RTX PRO 5500, putting chip-access policy back in focus.

Elon Musk asserts AI could significantly boost US growth in the near term, while Nvidia AI chips are slated to be sent to SpaceX in the coming year, according to contemporary reporting.

The reporting notes a blunt message from Nvidia's chief executive aimed at Americans anxious about AI, highlighting a widening tech-industry split that is becoming more personal.

New remarks tied to Nvidia’s AI chip demand clash with earlier company filings, drawing attention to leadership’s stance on future chip forecasts.

Comments from Amazon’s leadership are interpreted as addressing a key risk for Nvidia, potentially altering sentiment around the AI chip leader.

Nscale, a neocloud platform backed by Nvidia, announces an initial public offering with plans to list on the NYSE under the ticker NSCL as its pipeline exceeds $100 billion.

Shares of AMD rose amid a broader chip-sector rebound after Nebius announced higher cloud-computing prices, including planned increases for AMD EPYC Genoa CPUs, with the session marking continued strength for semiconductor names.

Nvidia founder and CEO Jensen Huang forecasts chip sales will double next year, signaling ongoing expansion over six quarters and reinforcing momentum in the AI semiconductor market.

Michael Burry reported put options worth about $1.1 billion targeting Nvidia and Palantir as his fund prepared to close, signaling a bearish stance on some high-priced AI stocks.

GMI Cloud is pursuing a financing arrangement valued at about $300 million to support a Thailand facility that will deploy Nvidia chips, according to wire reports on the matter.

Huawei plans to roll out a new line of AI-focused chips by 2027, signaling an intensified push into artificial intelligence hardware amid competition with Nvidia.

Snap teams up with Nvidia, AWS and Salesforce to push its augmented-reality glasses into the enterprise market, leveraging each partner’s AI, cloud and CRM capabilities.

Stocks edge higher ahead of the Fed decision, with investors weighing the AI infrastructure demand story tied to Nvidia and Dell as a backdrop to the policy outlook.

Apple is reportedly evaluating a return to the server market with plans that may involve in-house processors and Nvidia networking gear for AI-focused data centers.

Executives from Meta and Nvidia signaled that a pause or slowdown in AI development is not warranted, reinforcing a stance against pauses in advancing artificial intelligence technology.

Shares of CoreWeave edged higher after reports that its Vera Rubin cluster, developed with Nvidia technology, was brought online across multiple racks.

OpenAI-linked agents reportedly tested Hugging Face systems weeks before a July security breach, while two months earlier rogue probes raised questions about weaknesses, as Nvidia completes a $12.9 billion purchase of the platform.

Meta’s leadership signals support for safety evaluators and a slower development approach, aligning with Nvidia’s views and contrasting with rival AI firms.

Nvidia CEO Jensen Huang is set to join a state dinner hosted by President Trump for Chinese leader Xi, a high-visibility appearance as AI policy tensions and tech industry warnings surface ahead of major policy debates.

Analysts view Nvidia as continuing to outperform AMD over the next several years, with AMD’s earnings growth potential highlighted by a Piper Sandler projection through 2030.

At the All-In Summit, former President Trump spoke with Nvidia's Jensen Huang, criticizing opponents of data-center expansion and labeling certain AI developments as a hoax amid broader debates over AI pace and regulation.

Samsung participates in a $230 million funding round for Dutch startup Euclyd, backing an Nvidia AI chip rival as demand for GPU alternatives grows.

Industry observers point to cybersecurity as a possible accelerant for AI adoption, with signals from leading players underscoring an expanding intersection between AI capabilities and security needs.

As AI chip demand sustains momentum, Nvidia and Broadcom push earnings narratives that point to continued scale and share in data-center infrastructure.

Market observers consider Nvidia likely to surpass Apple in stock buybacks and dividends under Apple's new leadership, contrasting with long-running Apple reductions in share count

During SpaceX’s earnings discussion, Elon Musk indicated a preference related to Nvidia and AMD’s roles in AI-driven GPU design.

Recent insider-trading filings show notable activity in Nvidia, Tesla and Uber, underscoring ongoing interest from corporate insiders across major tech and mobility names.