NVDA Ticker Curator

AI data centers' massive power consumption is driving operators to "bring their own power," with hydrogen fuel cells positioned as a quick on-site...

Higher Treasury yields and cooling enthusiasm are pressuring semiconductor stocks after a strong run, creating a stress test for AI revenue...

NVIDIA's early-stage talks with Reflection AI could strengthen its full-stack strategy by tying open-weight code and agent models to long-term GPU...

The October 9 Form 4 reports a transaction executed under a Rule 10b5-1 trading plan adopted March 19, 2026. This prearranged structure reflects routine insider liquidity rather than any discretionary signal on NVIDIA's operating outlook.

NVIDIA plans to discontinue the 16GB GeForce RTX 5080 entirely in favor of a 24GB version.

• The upgraded card targets arrival in Q1 2027 using eight...

NVIDIA guided to 70% revenue growth for the next year, well above expectations, as AI compute demand continues to exceed supply.

NVIDIA's data center revenue surged 117% year-over-year to $89 billion, driving overall revenue growth of 106%.

NVIDIA plans to invest in AI chip rival d-Matrix while holding 64% of top fabless chipmakers' revenue at $131.4bn projected for 2027.

AI demand is reportedly pulling GB202 dies away from the GeForce RTX 5090 toward higher-margin enterprise RTX Pro cards.

• Gaming impact: Flagship...

A Super Micro contractor's guilty plea for diverting Nvidia AI servers to China delivers court-confirmed evidence of third-country routing, handing...

NVIDIA stock's failed breakout above $235 signals a potential bull trap with downside risk to $215-220, even as analysts stay bullish on its strong fundamentals and valuation ahead of November earnings.

A Super Micro contractor's guilty plea to export-control violations, smuggling, and related charges confirms the existence of a $2.5 billion scheme to...

NVIDIA's Q2 FY2027 revenue hit $96.2 billion, up 106% YoY, with Q3 guidance near $108 billion as growth eases toward 70% next year.

• Revenue...

A Super Micro contractor's guilty plea exposes how third-party vendors and Southeast Asian intermediaries expand NVIDIA export control risks by...

Nvidia-backed Firmus Grid scrapped its IPO after investors rejected a $30 billion valuation on just $51 million in annual revenue, despite Meta and...

Lumentum's optical components are completely sold out through early 2029, driven by big-tech data-center buildouts and leaving the company far behind...

• 上调指引后：8月26日以来NVDA上涨8.3%，远超标普1.1%
• 技术面仍完好：股价$230.48站上50日均线$221.25与200日均线$201.60，上升趋势 intact
• 动能已放缓：大部分涨幅在财报前后实现，此后仅增1.2%，市场认可度未进一步强化
• 关注点：11月17日财报若超预期或毛利率超预期下滑，将决定趋势延续性

• Big 5 themes center on AI intersections with biology, fintech/crypto, commodities, photonics, and energy amid early-stage tech revolution.
• Macro...

NVIDIA deployed $6.3 billion across lead or co-led rounds in Q3, including a $5 billion investment in Safe Superintelligence, even as overall venture...

NVIDIA's five-year, $1 billion commitment targets U.S. scientific leadership in quantum computing, healthcare, and energy security by backing national...