Market context
Follow the story. See which markets it affects. Explore the context.
Nvidia CEO Jensen Huang stated that artificial intelligence safety does not require new laws or regulatory measures. Huang's comments address ongoing discussions regarding how AI development should b…
Palantir announced expanded partnerships with Nvidia and Fujitsu at its AIPCon forum to advance enterprise and sovereign AI initiatives. Despite the collaboration, tech equities faced broader market …
Nvidia and ASML participated in European AI startup Mistral's €3 billion Series D funding round. Mistral's infrastructure expansion drives persistent demand for Nvidia's Grace Blackwell compute syste…
Citigroup has reiterated its Buy rating on Broadcom (AVGO), maintaining a favorable outlook on the semiconductor company.
Nvidia agreed to acquire open-source AI platform Hugging Face for $12.93 billion to expand its reach into AI development software. Hugging Face hosts over 18 million developers and will remain an ope…
Broadcom reported FY2025 revenue of $63.9B driven by custom AI chips despite missing Q4 guidance. Crucially, the company revealed its new custom TPUs rival Nvidia's upcoming Vera Rubin GPUs and have …
Nvidia entered a strategic partnership with MediaTek backed by a $3.5 billion convertible bond investment. The collaboration leverages Nvidia's NVLink Fusion platform for custom AI chips across cloud…
AMD is expanding its AI footprint in Saudi Arabia alongside Cisco and HUMAIN. Powered by Instinct MI355X GPUs and EPYC CPUs, the partnership targets 250 megawatts of AI infrastructure by 2027 and up …
Nvidia's (NVDA) upbeat earnings report and positive AI guidance powered a rally in US tech shares. Despite mixed futures ahead of Fed Chair Warsh's speech, strong tech performance boosted markets.
Nvidia reported exceptional Q2 results, beating revenue and EPS estimates while providing strong Q3 guidance. Data Center revenue surged 124% YoY, and management projected 70% revenue growth for FY20…
Needham raised Nvidia's (NVDA) price target to $300 from $270, indicating a bullish outlook on the stock's valuation despite a daily price dip.
Nvidia reported record revenue and provided strong long-term guidance, but shares dipped as the pace of growth is expected to decelerate in the near term.
NVIDIA (NVDA) reported exceptional Q2 FY27 results, with revenue surging 106% YOY to $96.2 billion, driven by a 117% increase in Data Center revenue. Diluted EPS more than doubled, and the company pr…
Nvidia gains 2.19% as global investors eagerly await its second-quarter earnings report after the closing bell. European semiconductor stocks trade mixed while US tech futures soften ahead of the cru…
Nvidia is reportedly discussing an investment in AI startup Perplexity at a $30 billion valuation. The move reinforces Nvidia's strategy of funding AI leaders that deploy its proprietary chips and ha…
Rosenblatt Securities maintained its bullish $325 price target for Nvidia (NVDA), reinforcing long-term confidence in the chipmaker's AI dominance despite minor intraday price dips.
Nvidia has resumed shipping H200 AI chips to Chinese clients like Tencent and ByteDance. However, analysts note financial gains may remain limited due to strict regulatory oversight, case-by-case app…
AMD shares dropped over 1% following the announcement of terms for a $4.75 billion senior notes offering. The debt sale spans four tranches due between 2029 and 2036 with interest rates between 4.6% …
AMD's Q2 Data Center revenue surged 107% YoY to $6.7 billion, prompting Tiger Global to rotate out of Nvidia, Microsoft, and Alphabet into AMD. Strong partnerships with Anthropic and Microsoft boost …
Nvidia shares traded virtually unchanged, recording a negligible decline of 0.06% amid quiet market activity.