NVIDIA Restarts AI Rally
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Nvidia stock rises with management confident in delivering more than $500 billion in cumulative revenue from Blackwell and next-generation Rubin chips.
The stock market’s early rally fizzled by the afternoon, with the S&P 500 swinging from a nearly 2% gain to a slight selloff by midday. Nvidia, which initially jumped after reporting strong earnings, reversed 1% into the red along with the rest of the megacap AI trade.
It’s been a rollercoaster couple of weeks for the world as a US government shutdown left investors in the dark about what was really going on in the world’s largest economy.
Nvidia's Q3 earnings report states that all Nvidia AI cloud GPUs are sold out. In today's video, I discuss recent updates affecting Nvidia ( NVDA 1.06%) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
NVIDIA (NVDA) says there is no definitive agreement on previously announced $100 billion OpenAI deal
While the deal was announced in September 2025, NVIDIA claims it is still not definitive and no investment has been fully agreed upon, if any.
Nvidia's blowout earnings report points to a continues hype in the AI Capex, which is a bad sign to the market, as AI Capex ROR is likely negative. AI adoption remains stuck in the pilot/experimental stage, and AI is not really adding much value to the ...
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5 biggest takeaways from Nvidia's Q3 earnings — from the AI bubble to new Saudi partnerships
CEO Jensen Huang addresses the AI bubble and highlights Nvidia's new partnerships with Anthropic, OpenAI, and xAI.
While Nvidia CEO Jensen Huang calmed the market's AI jitters by posting another blockbuster third quarter, its growing auto business keeps humming along, driven by new deals in the space.
Nvidia has partnered with Google to launch a new cloud gaming plan exclusive to Chromebooks. GeForce Now Fast Pass will allow Chromebook owners to stream over 2,000 games directly from an existing PC game library without ads, and new Chromebook purchases will include a year’s membership for free.
Nvidia Corp. Chief Executive Officer Jensen Huang said his company has enough new Blackwell chips to meet increasing demand and that business is “very, very strong.”
The noted investor's latest move looks like an endorsement of the huge spending on AI infrastructure by tech giants.
Nvidia made waves earlier this year when it announced a $100 billion investment in OpenAI, which will use 10 gigawatts worth of the company's systems. But its quarterly filing underscores that announcing something doesn't guarantee it will actually happen.