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NVDA
Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
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Strong Negative
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Nvidia (NVDA) Rebounds as Broadcom Earnings Validate AI Chip Boom | Invezz | Login to see the signal | |
Nvidia stock: why Broadcom’s blockbuster earnings could be the catalyst NVDA needsSummaryBroadcom's blockbuster quarter—63% AI revenue growth and a $10B+ XPU order backlog—confirms robust AI infrastructure demand, supporting Nvidia's GPU-led market position despite valuation and competition concerns. |
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Nvidia (NVDA) Tumbles 2.7% in Session Pullback, Signaling Short-Term Weakness | Dow Jones Newswires | Login to see the signal | |
Nvidia (NVDA) Tumbles 2.7% in Session Pullback, Signaling Short-Term WeaknessSummaryNvidia (NVDA) shares slid about 2.7% in the session while CVS and the SPY posted small moves, suggesting a short-term pullback or profit-taking without a clear catalyst. |
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Nvidia (NVDA) Tumbles as GAIN AI Act Export Curbs Threaten China Sales | ReutersRefinitiv | Login to see the signal | |
Nvidia says GAIN AI Act would restrict competition, likens it to AI Diffusion RuleSummaryNvidia warned the GAIN AI Act would curb global competition by forcing chipmakers to prioritize domestic orders and restrict exports of high-end AI processors, mirroring earlier AI diffusion controls and potentially limiting shipments to China. |
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Broadcom (AVGO) Soars on Q3 Beat and $10B XPU Orders; Nvidia (NVDA) Sees Mild Pullback | Zacks | Login to see the signal | |
Buy the Spike in Broadcom Stock After its Strong Q3 Earnings?SummaryBroadcom beat Q3 estimates, raised Q4 guidance and secured $10B in XPU orders (likely OpenAI), sending AVGO sharply higher and causing a slight selloff in Nvidia and AMD as AI chip competition heats up. |
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NVIDIA (NVDA) Tumbles on Proposed AI Diffusion Bill Restricting Global Chip Competition | Reuters | Login to see the signal | |
Nvidia On Gain AI Act Says Proposed Bill Would Restrict Competition Worldwide In Any Industry That Uses Mainstream Computing ChipsSummaryA proposed AI bill would restrict competition for industries using mainstream computing chips, threatening US leadership and the economy; Nvidia shares fell 2.7% on the news. |
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NVIDIA (NVDA) Soars on AI GPU Sales and Fiscal Quarter Earnings Beat | Zacks | Login to see the signal | |
Broadcom & NVIDIA: Leading Profitable AI Stocks for SeptemberSummaryZacks highlights Broadcom and NVIDIA as top profitable AI stocks, citing high 12-month net income margins, recent earnings beats, and strong data-center GPU demand from a Research Wizard screening. |
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NVIDIA (NVDA) Soars as AI Data‑Center Demand Outpaces AMD amid Export Controls | Zacks | Login to see the signal | |
AMD Shares Ride on Strong EPYC Demand: Buy, Sell or Hold the Stock?SummaryAMD sees strong EPYC and Instinct demand and raised Q3 guidance, but an $800M MI308-related write-down, export controls and stretched valuation cloud near-term prospects while NVIDIA’s accelerating AI data‑center adoption intensifies competition. |
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NVIDIA (NVDA) Tumbles 2.9% as Broadcom Rally Sparks Chip Peer Divergence | Dow Jones Newswires | Login to see the signal | |
NVIDIA (NVDA) Tumbles 2.9% as Broadcom Rally Sparks Chip Peer DivergenceSummaryNVIDIA (NVDA) fell 2.88% as Broadcom jumped 10.85%, AMD slid 5.57% and Micron rose 2.96%, indicating sector divergence. |
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Nvidia (NVDA) Tumbles After Broadcom $10B OpenAI Chip Deal Sparks Competition Fears | Stock Story | Login to see the signal | |
Nvidia (NVDA) Stock Trades Down, Here Is WhySummaryNvidia shares fell after Broadcom confirmed a $10B custom chip deal with OpenAI, raising competition concerns; Q2 beat but slight data-center miss and in-line Q3 guidance also weighed on sentiment. |
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Nvidia (NVDA) Tumbles as China Accelerates Domestic AI Chips, Threatening H20 Sales | GuruFocus | Login to see the signal | |
China's Nvidia Breakup? The AI Chip Divorce Silicon Valley Feared Is HappeningSummaryChina's AI supply chain is shifting toward domestic chips, reducing Nvidia's long-term dominance despite H20 shipments. Cambricon, Huawei, Alibaba and startups scale alternatives amid sanctions; US policy on Blackwell GPU sales remains the key wildcard. |
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Nvidia (NVDA) Dips as Broadcom AI Deal Sparks Competition Concerns | GuruFocus | Login to see the signal | |
Nvidia Stock Falls as Broadcom Lands $10 Billion AI Chip DealSummaryNvidia shares slipped after Broadcom's upbeat outlook and a reported $10 billion AI-related deal—likely with OpenAI—raising concerns customers may shift toward Broadcom's custom processors and intensifying competition in AI infrastructure. |
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Nvidia (NVDA) Soars on Quantinuum Investment, Validates Quantum Push | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Nvidia, Honeywell, IonQ and D-WAVE QUANTUMSummaryNvidia invested in Quantinuum alongside Honeywell, validating quantum computing as a strategic complement to its AI dominance and boosting long-term interest in quantum-related stocks. |
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Nvidia (NVDA) Soars on German Exascale Supercomputer Inauguration | Reuters | Login to see the signal | |
Germany's Merz inaugurates Nvidia supercomputer for researchSummaryGermany inaugurated the Jupiter Exascale supercomputer built with Nvidia chips, making it Europe’s fastest and boosting regional AI and research capabilities while aiming to reduce reliance on U.S. digital services. |
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NVIDIA (NVDA) Rebounds on Modest Intraday Gain After Small Market Move | Dow Jones Newswires | Login to see the signal | |
NVIDIA (NVDA) Rebounds on Modest Intraday Gain After Small Market MoveSummaryNVIDIA ticked up 0.61% while Broadcom (AVGO) gained 1.23%. The report shows only modest intraday price moves with no additional context or catalyst provided. |
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NVIDIA (NVDA) Rebounds on Modest Intraday Gain as Broadcom Rises | Dow Jones Newswires | Login to see the signal | |
NVIDIA (NVDA) Rebounds on Modest Intraday Gain as Broadcom RisesSummaryNVIDIA (NVDA) ticked up 0.61% while Broadcom (AVGO) rose 1.23%. The report shows only modest intraday moves with no clear catalyst, suggesting limited immediate market impact. |
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