NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. It operates through Compute & Networking, and Graphics segments. T…
Industry Peers
Semiconductors| Headline | Source | Time |
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Yesterday | ||
![]() If You Like the Schwab U.S. Dividend Equity ETF, You'll Love This ETF to Pair With It. Schwab has an international version of its ultra-popular U.S. Dividend Equity ETF (SCHD). | ||
![]() A Rare U.S. Sales Miss for Walmart Is Concerning for the Economy. But It Could Also Prove to Be a "Bad News Is Good News" Event for the Fed. U.S. consumers may finally be at their breaking point when it comes to inflation. | ||
![]() Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks? A single overnight financing just sent ripples across the entire AI cloud sector, and the names that ran hardest this summer are now paying the steepest price for it. | ||
![]() Deere & Company Q3 2026 Earnings Call Summary Moby summary of Deere & Company's Q3 2026 earnings call | ||
![]() Nvidia to ship AI chip for China by year-end, The Information reports Nvidia plans to start shipping small volumes of an AI chip designed for Chinese customers by year-end, The Information reported on Thursday, citing two employees. Several Chinese customers have already ordered the chip, a version of Nvidia's language processing unit, which uses technology licensed from Groq and works alongside Nvidia's graphics processors to speed up AI chatbot responses, the report said. The chip complies with U.S. export controls, The Information reported, though it remains unclear whether Beijing will approve sales. | ||
![]() JPMorgan Just Announced a Huge Price Target for This Tech Stock The investment bank sees Sandisk's share price rising 26% | ||
![]() Walmart's 10% Plunge Weighs on All Three Major Indexes Walmart beat on earnings and raised guidance, then fell 10%. Here's what the market didn't like in this bellwether report. | ||
![]() Why Autozone Stock Dropped Today Advance Auto Parts stock plunged 25% today. Is Autozone stock next? | ||
Prediction: AMD Stock Will Hit $650 on This Date AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings call. Our model points to a specific date when $650 becomes reality. | ||
![]() Bloom Energy: Up 136% This Year -- Is There Still Room to Run? Bloom's annual revenue is expected to triple. After a tremendous rally, how much higher could Bloom stock grow? | ||
Rigetti Drops 7%, IonQ Sinks 6%, D-Wave Falls 4%: What’s Behind the Quantum Stock Selloff? Quantum computing stocks are selling off hard with no earnings news, no analyst moves, and no company updates to blame. The answer may lie somewhere far outside the sector entirely. | ||
![]() Norwegian Cruise Line Drops 5%, Carnival Falls 4%, Royal Caribbean Slips 3% as Oil Climbs Crude oil just handed cruise operators a problem they cannot hedge away mid-voyage, and the three biggest names in the sector are absorbing the hit in very different ways. | ||
![]() Dividend Giants Pfizer, Chevron, AbbVie: Bold 2027 Price Targets Ahead Pfizer, Chevron, and AbbVie have already rewarded dividend investors with strong 2026 gains, but the bull case for 2027 pushes well beyond what Wall Street consensus currently projects, and the catalysts behind each target may surprise you. | ||
![]() Why Wolfspeed Stock Crashed Today In might be time to turn tail and run from Wolfspeed. | ||
![]() Moderna Plunges 20% One Day After Cancer Vaccine Breakthrough Sent Shares Up 177% Moderna's mRNA cancer vaccine sent shares on one of biotech's wildest two-day rides in years, but the brutal Thursday reversal raises a question investors now have to answer: does the science justify what the market priced in? | ||
![]() Is AMD Catching Up With Nvidia? Here's the Best Stock to Buy Today. AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing. | ||
![]() This Dow Stock (and Soon-to-Be Dividend King) Recently Hit a 52-Week Low. Here's the Case for Buying It Anyway. The reason for the pullback makes enough superficial sense. It's just not a permanent problem. | ||
Nvidia's Blackwell Ultra Offers Upside, VR200 Ramps Boost H2 Momentum, Oppenheimer Says Nvidia's (NVDA) Blackwell Ultra offers upside to fiscal Q2 and Q3 prints, while next-generation VR20 | MMT Newswires | |
Nvidia's AI Demand, Rubin Ramp Support Strong Q2, RBC Says Nvidia (NVDA) is expected to deliver another strong quarter as demand for AI compute remains strong | MMT Newswires | |
![]() Scott Bessent’s Surprise Bond Buyback Sparks a Silver Rally. Is It Too Late to Buy In? The bond market has been sending distress signals for months. With public debt surpassing $40 trillion and the 30-year Treasury yield touching levels last seen in 2007, Washington has had a buyer’s strike problem on its hands. Long-dated debt kept cheapening as investors demanded more compensation for holding it, and that selloff was starting to ... Scott Bessent’s Surprise Bond Buyback Sparks a Silver Rally. Is It Too Late to Buy In? | ||
![]() Why Salesforce Stock Could Pop On August 26th Salesforce (NYSE:CRM) looks well-positioned ahead of the fiscal Q2 2027 report on August 26, 2026, and the case does not require any imagination. You get a growth-software franchise trading at a value multiple, an AI monetization curve that is already showing up in ARR, and a prediction market pricing another beat as a near-certainty. Valuation ... Why Salesforce Stock Could Pop On August 26th | ||
![]() This Billionaire Was Recently Loading Up on "Magnificent Seven" Stocks David Tepper added shares of Amazon, Meta, Alphabet, and Nvidia to his portfolio in Q2. | ||
![]() Palantir Is Growing Faster Than Almost Anyone Expected. Can the Stock Keep Up? Palantir just delivered the kind of quarter that silences critics, but with a valuation that makes even bulls nervous, the real debate is whether the growth story can actually justify what the market is already pricing in. | ||
![]() The Dividend Yield on Barrick Mining Just Crossed 2%. Here's Why It's Sustainable. Barrick saw attributable adjusted EBITDA and earnings rise in the second quarter. | ||
Why Bristol Myers, Johnson & Johnson and More Are Watching Seaport After IPO Seaport Therapeutics just went public with a prodrug platform that has attracted board members from two of the biggest neuroscience acquisitions in recent history. The question is whether the same giants who funded those deals are already circling for a third. | ||
![]() Advance Auto Parts Plunges 21% as Revenue Miss Overshadows Earnings Beat; AutoZone Falls 4%, O’Reilly Automotive Slips Advance Auto Parts stock cratered Thursday even as the company beat earnings estimates, leaving investors to question whether the headline numbers tell the real story about consumer demand and the health of the entire auto parts sector. | ||
![]() Amazon Drones Move To 500 Cities. It May Not Work Amazon is rolling out drone delivery to hundreds of cities, promising packages in 30 minutes flat. But the FAA, noise complaints, privacy concerns, and a few inconvenient realities suggest the rollout may hit serious turbulence. | ||
![]() Webull Rockets 13% on Record Quarter as Day-Trader Rule Change Fuels Volume; Robinhood Holds Steady Webull (NASDAQ:BULL) stock is up 13% to $9.76 in early Thursday trading after the online broker posted its strongest quarter as a public company. Meanwhile, Robinhood Markets (NASDAQ:HOOD) stock practically unchanged at $95.34. For the broader sector context, the iShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSEARCA:IAI) shares are flat/unchanged at around $190. That flat ... Webull Rockets 13% on Record Quarter as Day-Trader Rule Change Fuels Volume; Robinhood Holds Steady | ||
A $10 billion Reason Why Micron Stock In Focus Micron Unveils $10 Billion AI Memory Research Push in the U.S. | ||
![]() Mark Cuban Makes Cryptic Prediction About “Chips As An Asset Class” Mark Cuban dropped four words on X that sent financial media into a frenzy, but no one can agree whether he meant it as a buy signal or a warning about a bubble already forming. | ||
Nvidia's China H200 Return May Barely Move Revenue Wedbush sees only a limited near-term benefit. | ||
![]() SpaceX Stock Is Down 38% From Its High. Here's Where It Will Be by 2028. SpaceX has a lot of work to do just to justify its current valuation. | ||
![]() It’s Not Just SpaceX. Firefly Aerospace is Scoring Big Wins for Itself SpaceX dominates the headlines and eats up investor attention, but a smaller rocket company keeps quietly racking up wins and landing contracts that suggest the space economy has room for more than one winner. | ||
![]() Double-Digit Yields Come With a Catch: How to Pick the Right Venture Lending BDC Three venture lending BDCs all flash double-digit yields right now, but behind those numbers sit NAV write-downs, dividend cuts, and leverage spikes that separate a genuine income opportunity from a yield trap waiting to spring. | ||
![]() CoreWeave Lands Multibillion-Dollar Hudson River Deal as Wall Street Races for Nvidia Chips CoreWeave Inc. (NASDAQ:CRWV) has landed a multibillion-dollar agreement with Hudson River Trading, intensifying Wall Street’s race for the newest AI chips from Nvidia Corp. (NASDAQ:NVDA).The multiyear deal gives Hudson River access to Nvidia’s Vera Rubin and B200 systems, according to... | ||
![]() Prediction: Micron Stock Could Go Parabolic After Aug. 26 Nvidia's solid results and the arrival of its Vera Rubin chips will be a tailwind for Micron Technology. | ||
![]() Time to Accumulate Applied Materials Before Foundry Ramps Hit? Dr. Michael Burry is betting against Applied Materials while foundry ramps promise to flood equipment suppliers with fresh CapEx. Whether that bearish pressure or the coming demand surge wins out depends on where exactly the semiconductor cycle stands right now. | ||
![]() The S&P 500 Returned 10% in the First Half of 2026. Here's What History Says Happens in the Second Half. Double-digit returns in the first half of the year often produce more gains in the second half. | ||
![]() As Starlink Passes 11,000 Satellites, These 5 Stocks Will Feel It First Washington just started writing checks specifically to prevent a Starlink monopoly in orbit, and five U.S.-listed stocks sit directly in the path of that money before the window closes. | ||
![]() This Stock Is Riding an AI Wave That Shows No Signs of Slowing TSMC's latest quarter shattered expectations and a fresh $100 billion U.S. commitment signals the chipmaker is betting everything on one unstoppable trend. Whether that bet ends at $437 or $620 hinges on a single technical milestone playing out over the next few months. | ||
![]() Ideal Power positions B-TRAN for growing AI data center power demands Ideal Power Inc (NASDAQ:IPWR, FRA:5ILA) is seeing growing momentum around its B-TRAN semiconductor technology as demand rises for solid-state circuit protection across AI data centers, energy infrastructure, and automotive applications. With its sales funnel now exceeding $400 million, the... | ||
![]() A Famed Billionaire Tech Investor Just Sold Nvidia Shares to Buy These 2 AI Chip Stocks Tiger Global's Chase Coleman was busy buying Cerebras and Intel stock in Q2. | ||
![]() Sandisk vs. SK Hynix: Which Memory Stock Will Deliver Bigger Gains By the End of 2027? Investors looking to buy one of these two AI stocks for their portfolios have an easy choice to make. | ||
![]() 3 Stocks That Win If the US-Canada Tariff Pause Becomes a Deal A late-night tariff pause between the U.S. and Canada left nothing signed and everything at stake, but three stocks are already pricing in a deal that could still fall apart before the ink dries. | ||
![]() This Safe Monthly Dividend Income Portfolio Has Baby Boomers Retiring Early Social Security alone leaves most retirees scrambling to cover basic expenses, but a carefully constructed portfolio of five monthly dividend payers could change that equation entirely for Baby Boomers sitting on investable savings. | ||
![]() The $1 Trillion Stock Wall Street Says Could Grow Earnings 107% a Year SK Hynix followed the same post-IPO crash pattern as SpaceX and Cerebras, but what happened to its fundamentals during that stumble sets it apart from every other stock in the trillion-dollar club. | ||
![]() Here’s Why Intuit Could Deliver an Upside Surprise For Investors on August 25th Intuit reports fiscal Q4 results on August 25th, and a rare combination of valuation compression, raised guidance, and prediction market conviction is pointing toward a setup that retirement investors may not want to ignore. | ||
![]() Worried You Haven't Saved Enough for Retirement? Here's What to Do Don't assume you're doomed because your IRA or 401(k) isn't so large. | ||
![]() Is Curaleaf Stock a Buy With Its Attempted Hostile Takeover of Aurora Cannabis Under Way? The U.S. company formally kicked off the bid for its peer across the northern border. | ||
![]() Dutch Bros: The Business Keeps Getting Better, Yet the Multiple Keeps Shrinking Thirteen straight quarters of sales growth and higher guidance couldn't overcome the stock's premium valuation. | ||










































