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NVDA
Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
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Nvidia (NVDA) Rebounds Despite Broadcom Competition Warning Ahead of GTC | GuruFocus | Login to see the signal | |
Nvidia Shares Climb Despite Citi Trims Target on Broadcom AI ThreatSummaryCiti cut Nvidia's price target, citing Broadcom's faster XPU progress and customer wins that could shave up to $12B from 2026 GPU sales; stock rose intraday as investors await Nvidia CEO Jensen Huang's GTC keynote on Oct 28 for potential guidance. |
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NVIDIA (NVDA) Rebounds 1.9% on Modest Market Momentum | Dow Jones Newswires | Login to see the signal | |
NVIDIA (NVDA) Rebounds 1.9% on Modest Market MomentumSummaryNVIDIA shares ticked up 1.89%, reflecting a modest short-term buying interest in the chip sector. |
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Broadcom (AVGO) Soars 4.6% as S&P 500 Edges Up, Lifting Chip Sector | Dow Jones Newswires | Login to see the signal | |
Broadcom (AVGO) Soars 4.6% as S&P 500 Edges Up, Lifting Chip SectorSummaryS&P 500 rises 0.21% while Broadcom (AVGO) jumps 4.60%, boosting semiconductor sector sentiment. |
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Meta Platforms (META) Rebounds 1.4% on Intraday Sector Strength | Dow Jones Newswires | Login to see the signal | |
Meta Platforms (META) Rebounds 1.4% on Intraday Sector StrengthSummaryMarket snapshot: AVGO +4.66%, META +1.41%, CAT −1.03%, CEG −0.69%. Meta posts a modest intraday gain amid broader tech strength with no clear standalone catalyst. |
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NVIDIA (NVDA) Tumbles on Insider Stock Sales by CEO and Director | GuruFocus | Login to see the signal | |
NVDA: Nvidia Insiders Cashes Out Millions Amid AI Stock SurgeSummaryNVIDIA insiders Dawn Hudson and CEO Jensen Huang sold shares in early September—about 315,000 combined at ~$170–172—reducing holdings; the moves drew investor attention but may reflect personal planning rather than company weakness. |
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NVIDIA (NVDA) Tumbles 2.7% as Broadcom Rally Shakes Chip Sector | Dow Jones Newswires | Login to see the signal | |
NVIDIA (NVDA) Tumbles 2.7% as Broadcom Rally Shakes Chip SectorSummaryBroadcom jumped 9.41% while Nvidia slipped 2.70%, signaling near-term sector rotation with limited context. |
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NVIDIA (NVDA) Soars as QCraft Opens EU HQ, Boosting Autonomous Driving Chip Demand | Reuters | Login to see the signal | |
Autonomous Driving Player QCraft to open European Headquarters in GermanySummaryQCraft is opening a European HQ in Germany and partnering with Qualcomm, announced at IAA Mobility 2025. The autonomous driving firm, which already uses NVIDIA and Horizon Robotics chipsets, plans deliveries of full-stack solutions across major markets beginning in 2026. |
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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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