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Nvidia and Intel Supplier Unimicron Raided in Taiwan Over Alleged 'Country-of-Origin' Fraud
Taiwanese authorities have raided the offices of Unimicron Technology Corp., a major supplier of printed circuit boards (PCBs) to Nvidia and Intel, over...
Dan Sundheim's D1 Capital completely exits its $274 million NVIDIA stake
Dan Sundheim's D1 Capital has sold its entire position in NVIDIA, according to a recent SEC filing. The firm disposed of all 1.57 million shares, a stake...
🔴 NVIDIA is trading 3.08% down today after reports it paused parts of AI-cloud financing
NVIDIA is trading at $220.97 (-3.08%) following reports that it paused parts of its AI-cloud financing program. - Shares are reversing after the August 27,...
Nvidia Launches NVPAC, Boosting Political Influence Amid AI Regulation Focus
Nvidia is launching NVPAC, an employee-funded political action committee, to expand its influence on U.S. policy. This move formalizes the company’s political...
Nvidia Projected to Become Third Largest Global Corporation by Revenue
Nvidia is positioned to become the world's third-largest corporation by revenue, trailing only Amazon and Walmart. This trajectory places Nvidia's annual...
Magnificent Seven Annual Capital Expenditures Exceed $1 Trillion Amid AI Wave
Nvidia is expected to surpass current growth forecasts as artificial intelligence drives the most significant investment cycle in modern history. The...
🟢 NVIDIA is trading 6.6% up today after earnings beat and stronger outlook
NVIDIA is trading 6.6% up now at $223.46 after August 26 earnings exceeded expectations and management issued a stronger outlook. - Fiscal Q2 revenue reached...
Trump Weighs Broad Semiconductor Tariffs, Aiming to Boost U.S. Manufacturing
The Trump administration is considering sweeping new tariffs on semiconductors and products containing them, including laptops, gaming consoles, and data...
NVIDIA Posts a $96 Billion Quarter and Guides Even Higher — But Can Margins Keep Up With the AI Machine?
Shares surged 7.3% to $225 after NVIDIA delivered a quarter that, by any historical standard, defies belief. Revenue in the three months ended July 26 totaled...
🟢 NVIDIA is trading 7.3% up in pre-market after record revenue and adjusted EPS beat expectations
NVIDIA is trading 7.32% up at $225 in pre-market after its August 26 earnings report beat Wall Street expectations. - Record quarterly revenue reached $96.2...
Nvidia Acquires Hugging Face for $12.9B, Expanding Beyond AI Chips
Nvidia reportedly agreed to acquire open-source AI platform Hugging Face for $12.9 billion. This transaction represents one of the largest acquisitions in...
Nvidia second quarter revenue of $96.2B beats estimates as AI demand surges 106% YoY
NVIDIA reported record second quarter fiscal 2027 results, with revenue and earnings significantly exceeding analyst estimates driven by the ramp of Blackwell...
Anthropic commits $45B to Nscale, securing Nvidia Vera Rubin chips
Anthropic has agreed to pay data center operator Nscale $45 billion for AI cloud computing power. The contract spans six years and secures the first of three...
Jensen Investment Management Reduces NVIDIA Stake by 26.63% in Q2
Jensen Investment Management reduced its holding in NVIDIA (NVDA) by 26.63% during the second quarter of 2026, lowering its stake from 1.63 million shares to...
Huawei pitches Egypt AI data centers, sparking US counter-bid
Huawei proposed building AI data centers for Egypt’s military, surveillance, and public sectors. The proposal includes exporting over 2,000 high-end Ascend...
Nvidia bankrolls its own chip buyers, raising circular financing risks
Nvidia is increasingly financing the AI startups and cloud providers that serve as its primary customers. This strategy involves Nvidia providing capital to...
Egerton Capital Boosts NVIDIA Stake by 28% in Second Quarter
London-based hedge fund Egerton Capital, led by John Armitage, significantly increased its investment in NVIDIA (NVDA) during the second quarter of 2026. The...
Whale Rock Capital cuts NVIDIA stake by 64%, rotates within AI chip sector
In a mandatory quarterly disclosure filed in mid-August, Whale Rock Capital revealed it had significantly reduced its NVIDIA position during the second quarter...
AM Intelligence orders 9,000 Nvidia Rubin GPUs, starting $8 billion expansion
AM Intelligence placed a binding order for 9,000 next-generation Nvidia Rubin GPUs. The company will deploy the chips within Vera Rubin NVL72 rack-scale...
Skild AI Unveils 'Skild Brain,' a General-Purpose AI Model for Robotics
Skild AI has introduced its robotics foundation model, the 'Skild Brain,' designed as a single, general-purpose intelligence to operate a wide variety of...