Strong Positive
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Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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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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NVDA
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Nvidia (NVDA) Soars as OpenAI Gigawatt Data Center Plans Signal $35B Hardware Orders | GuruFocus | Login to see the signal | |
NVDA: Nvidia Faces Massive Tailwinds from OpenAI Data Center ExpansionSummaryOpenAI is planning gigawatt-scale data centers including a possible one-gigawatt site in India, potentially driving massive Nvidia hardware orders (~$35B per site) and strengthening demand despite financing, energy, and competition risks. |
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NVDA
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Nvidia (NVDA) Tumbles as G42 Diversifies AI Campus Suppliers to AMD and Qualcomm | ReutersRefinitiv | Login to see the signal | |
Abu Dhabi-backed G42 aims to diversify chip suppliers for AI campus, Semafor reportsSummaryAbu Dhabi-backed G42 is negotiating cloud tenants and diversifying AI campus chip suppliers beyond Nvidia, engaging Amazon, Microsoft, Meta and xAI while courting AMD, Cerebras and Qualcomm; Google is furthest along in tenant talks for the UAE–U.S. AI campus announced during President Trump's visit. |
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NVDA
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Nvidia (NVDA) Soars on Blockbuster AI Earnings, Strong Data‑Center Guidance | Invezz | Login to see the signal | |
Weekly wrap: markets wobble, Trump battles Fed, Nvidia smashes records, Musk faces SEC heatSummaryNvidia posted record Q2 revenue ($46.7B), 56% data‑center growth, strong margins and bullish Q3 guidance. Shares dipped after-hours as some analysts wanted more data‑center strength; China shipment limits remain a regulatory headwind. |
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