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NVDA
Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
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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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Broadcom (AVGO) Soars on $10B AI Chip Order, Squeezes Nvidia (NVDA) | Reuters | Login to see the signal | |
Broadcom shares rally as $10 billion chip deal shows AI strategy paying offSummaryBroadcom revealed a $10 billion AI chip order from a new customer, likely OpenAI, driving shares higher and signaling growing competition to pricier Nvidia chips while boosting Broadcom's AI revenue outlook. |
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NVIDIA (NVDA) Soars 0.61% on Modest Intraday Gain | MarketWatch | Login to see the signal | |
NVIDIA (NVDA) Soars 0.61% on Modest Intraday GainSummaryNVIDIA (NVDA) is trading up about 0.61%, reflecting a modest intraday uptick without a clear catalyst. |
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Broadcom (AVGO) Soars on $10B AI Chip Order, Pressures Nvidia (NVDA) Shares | Reuters | Login to see the signal | |
Broadcom shares rally as $10 billion deal shows AI strategy is paying offSummaryBroadcom (AVGO) gained after a disclosed $10B AI chip order from a new customer, signaling customers may seek custom alternatives to pricier Nvidia chips and boosting Broadcom's AI revenue outlook for fiscal 2026. |
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NVIDIA (NVDA) Edges Up on Minor Intraday Uptick, Market Reaction Muted | Dow Jones Newswires | Login to see the signal | |
NVIDIA (NVDA) Edges Up on Minor Intraday Uptick, Market Reaction MutedSummaryMarket snapshot: NVDA +0.61%, DOCU +0.45%, TTAN −2.44%, LULU +3.81% — small intraday moves with limited market impact. |
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Nvidia (NVDA) Tumbles as ByteDance Moves Chip Design to Singapore amid US-China Curbs | ReutersRefinitiv | Login to see the signal | |
ByteDance chip design staff suddenly find out they report to Singapore unit, sources saySummaryByteDance reassigned chip designers into a Singapore unit to navigate US-China limits and accelerate proprietary ASIC development, reducing reliance on Nvidia for AI inference chips while partnering with Broadcom on advanced processors. |
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Honeywell (HON) Soars After Nvidia (NVDA) Venture Backs Quantinuum Funding | Invezz | Login to see the signal | |
Why Honeywell may be a safer bet than pure-play quantum stocksSummaryNvidia’s venture arm joined a funding round for Honeywell’s Quantinuum, which was valued at $10 billion, lifting Honeywell shares and highlighting strategic momentum in quantum computing while revenue impact remains minimal. |
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Nvidia (NVDA) Tumbles After OpenAI Chooses Broadcom for In‑House AI Chip | Reuters | Login to see the signal | |
OpenAI to launch its first AI chip in 2026 with Broadcom, FT reportsSummaryOpenAI is partnering with Broadcom to build its first in‑house AI chip, reducing reliance on Nvidia; Broadcom reportedly secured over $10 billion in AI infrastructure orders. The chip will be used internally, signaling potential long-term pressure on Nvidia's GPU demand. |
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Nvidia (NVDA) Tumbles as OpenAI-Broadcom Chip Deal Threatens GPU Demand | ReutersRefinitiv | Login to see the signal | |
OpenAI set to start mass production of its own AI chips with Broadcom in 2026, FT reportsSummaryOpenAI will build its first in-house AI chip with Broadcom next year to cut reliance on Nvidia; Broadcom also secured over $10bn in AI infrastructure orders. Google, Amazon and Meta have similar custom silicon efforts. |
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Nvidia (NVDA) Tumbles as OpenAI and Broadcom Unveil Plan for Custom AI Chip | Reuters | Login to see the signal | |
OpenAI set to start mass production of its own AI chips with Broadcom, FT reportsSummaryOpenAI, co-designing a custom AI chip with Broadcom, plans to ship the chip next year to reduce reliance on Nvidia and meet surging compute demand, potentially denting Nvidia's future GPU demand. |
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NVIDIA (NVDA) Rebounds Amid AI Chip Strength as Broadcom Beats Estimates | Zacks | Login to see the signal | |
Markets Stride Higher on Rate Cut ExpectationsSummaryMarkets rose despite weak ADP jobs as productivity improved. Broadcom beat Q2 estimates driven by AI sales and cash flow, while lululemon beat EPS but cut guidance. Traders await Friday’s BLS jobs report that could sway Fed rate-cut expectations. |
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Broadcom (AVGO) Soars on Strong Q4 AI Chip Forecast, Puts Pressure on Nvidia (NVDA) | Reuters | Login to see the signal | |
Broadcom forecasts upbeat fourth-quarter revenue as AI chip demand soarsSummaryBroadcom raised Q4 revenue guidance above estimates, driven by strong demand for custom AI chips and 63% AI revenue growth, positioning its accelerators as a lower‑cost alternative to Nvidia processors. |
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NVIDIA (NVDA) Director Sells $15.4M Stake, Shares Tumble on Insider Sale | TradingView | Login to see the signal | |
NVIDIA Director Dawn E. Hudson Sells 90,000 SharesSummaryNVIDIA director Dawn E. Hudson sold 90,000 shares on Sept 2–3, 2025 for $15.38M at roughly $170.25–172.00; she still owns 368,887 shares per Form 4 filing. |
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NVIDIA (NVDA) Soars on $1.3B Lambda AI Chip Rental Deal | Reuters | Login to see the signal | |
Nvidia Agreed This Summer To Rent 10,000 Of Its Own AI Chips From The Cloud Firm, Lambda, For $1.3 Billion Over Four Years- The InformationSummaryNVIDIA struck summer agreements with cloud firm Lambda: a $1.3B, four‑year deal to rent 10,000 AI chips, plus a separate $200M deal for 8,000 more, highlighting robust demand for NVIDIA GPUs. |
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NVIDIA (NVDA) Bolsters Long-Term AI Talent Pipeline with $25M Education Pledge | Reuters | Login to see the signal | |
NVIDIA Pledges $25 Mln In Support With AI Education Programs, Partners With Study Fetch And CK-12SummaryNVIDIA pledged $25 million to AI education programs and partnered with Study Fetch and CK-12 to expand training, boosting its developer pipeline and brand with limited immediate revenue impact. |
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Nvidia (NVDA) Soars on Strategic Quantinuum Investment, Signals Quantum Pivot | Zacks | Login to see the signal | |
Nvidia Just Invested in this Quantum Computing StockSummaryNvidia invested in Quantinuum, signaling a strategic pivot toward commercial quantum computing and validating the sector; the move could boost Honeywell and pure-play quantum stocks while reinforcing Nvidia’s long-term infrastructure leadership. |
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