Latest in Alternative Nvidia Companies
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Nvidia’s stock secures first record in four months as customers seem locked in
One analyst says customers are in a “prisoner’s dilemma” that will keep them spending, while another was encouraged by recent Nvidia commentary on the company’s “moat.”Business - MarketWatch - October 14 -
Nvidia closes at record as AI chipmaker's market cap tops $3.4 trillion
Nvidia shares closed at an all-time high on Monday as the chipmaker continues to ride a massive wave of demand for its artificial intelligence chips.Business - CNBC - October 14 -
Nvidia, AMD shares extend drops as investors get spooked — but should they be?
An ASML warning about the health of the semiconductor market is one factor weighing on AI chip stocks Tuesday — but one analyst says Nvidia investors shouldn’t be worried.Business - MarketWatch - October 15 -
Dow Jones Futures: Nvidia In Buy Area; Why These Stocks Are Radioactive
The stock market is strong with Nvidia in a buy area ahead of Taiwan Semiconductor. Nuclear stocks are too hot to handle now.Sports - Yahoo Sports - October 16 -
Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.Business - MarketWatch - October 17 -
Nvidia’s stock can hit $190 as ‘generational opportunity’ unfolds, says BofA
Nvidia’s free cash flow in the coming years could rival Apple’s, one analyst said.Business - MarketWatch - October 19 -
AMD’s AI punches are landing where it counts — against Nvidia
Not every AI customer wants or can afford Nvidia’s powerhouse Blackwell chip.Business - MarketWatch - October 19 -
Nvidia’s stock hits new high as it reaches this milestone level
Nvidia powered to a $3.5 trillion market cap, which only Apple had ever previously hit.Business - MarketWatch - October 21 -
The bullish breakout for Nvidia’s stock could be a false one, if this happens
Concerns that the recent breakout rally in Nvidia’s stock was “false” are still premature, unless it falls through key support at recent lows.Business - MarketWatch - October 23 -
Nvidia supplier SK Hynix posts record quarterly profit as AI boom drives demand
Revenue for the third quarter grew about 94% year-on-year.Business - CNBC - October 24 -
Nvidia doubles down on India with Hindi language model and major partnerships
Nvidia on Thursday announced a slew of partnerships with major Indian firms and launched a Hindi language model.Business - CNBC - October 24 -
Big Tech Carries the Entire Stock Market — and Nvidia Fuels Big Tech
The Magnificent Seven have doubled the returns of the S&P 500 in 2024, but much of the outperformance can be chalked up to chip giant Nvidia.Business - Inc. - October 25 -
This chart shows how Nvidia soared back toward the top of the tech heap
Nvidia has tacked on more than $1 trillion in market cap in less than three months, as it looks to reclaim the title of most valuable U.S. company.Business - MarketWatch - October 26 -
Nvidia’s stock is up nearly 200% this year, and a critical time for tech awaits
With Alphabet, Meta, Microsoft and Amazon all set to report results this week, chip-sector investors should pay attention to cloud growth and spending forecasts.Business - MarketWatch - October 28 -
Palantir is now worth $100 billion — and may be like Nvidia in one regard
Palantir is helping companies incorporate AI into their businesses — and one analyst says it’s succeeded “more than any company (not named Nvidia).”Business - MarketWatch - October 28 -
Don’t let the stock’s selloff fool you. Nvidia had a great week.
Big cloud companies aren’t backing down from their AI spending, which bodes well for Nvidia.Business - MarketWatch - November 1 -
Nvidia to join Dow Jones Industrial Average, replacing rival chipmaker Intel
Nvidia is replacing Intel in the Dow Jones Industrial Average, a shakeup that reflects a massive change in the semiconductor industry.Business - CNBC - November 1 -
Nvidia to replace Intel in the Dow, underscoring downfall of an industry titan
Nvidia will replace Intel in the Dow Jones Industrial Average, illustrating a changing of the guard in technology and the downfall of what was once an industry titan.Business - MarketWatch - November 1 -
Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry
Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company that has fallen behind as Nvidia cornered the market for chips that run ...Tech - ABC News - November 2 -
Here’s what Super Micro’s struggles may mean for Nvidia and Dell
Dell might not see immediate financial benefits, but an analyst thinks customers are paying attention to Super Micro’s auditor exit, which could start helping Dell next year.Business - MarketWatch - November 5 -
Quantifying how much Nvidia will influence the Dow after it joins the storied average
Nvidia will join the price-weighted Dow on Friday.Business - CNBC - November 4 -
The year's top tech stock is up 300% thanks to AI — but it's not Nvidia
With its stock having quadrupled this year, AppLovin has outperformed all other U.S. tech companies valued at $5 billion or more.Business - CNBC - November 4 -
Nvidia’s Dow nod is a plus — but this development could be an even-bigger deal
A South Korean memory company recently gave commentary supportive of strong Nvidia demand, an analyst notes.Business - MarketWatch - November 4 -
Nvidia Takes Intel’s Spot on Dow Index as AI Thrives
The AI chip maker will join the 30-company stock indexm which is seen as a bellwether for U.S. economic fortunes.Business - Inc. - November 4 -
The Dow needs Nvidia to give chipmakers representation in index after Intel's plunge
Intel has fallen so far so fast that the chipmaker's stock price is no longer having an impact on the Dow Jones Industrial Average.Business - CNBC - November 4 -
Nvidia advances robot learning and humanoid development with AI and simulation tools
Nvidia revealed new AI and simulation tools that will advance robot learning and humanoid development. The world’s biggest tech company by valuation (worth $3.432 trillion) said that the tools will ...Tech - VentureBeat - 6 days ago -
Nvidia launches GeForce Now Performance membership for cloud games
Nvidia has launched its GeForce Now Performance membership for cloud gaming players who want high-end gaming experiences. Formerly known as GeForce Now Priority, this membership is getting ...Tech - VentureBeat - 5 days ago -
Nvidia Announces Major Changes To GeForce Now Game-Streaming Platform
There are some major changes coming to Nvidia's popular GeForce Now cloud streaming service, starting with a cap on monthly playtime starting in 2025. As of January 1, new subscribers will be ...Tech - GameSpot - 4 days ago -
Nvidia’s stock joins the Dow today. Here’s what to know.
Nvidia’s stock is now a below-average member of the 128-year-old Dow Jones Industrial Average.Business - MarketWatch - 4 days ago -
Will retail investors rekindle their love for Tesla? It could depend on Nvidia.
Elon Musk has become a close ally of President-elect Donald Trump, but is that enough to bring retail investors back to Tesla?Business - MarketWatch - 4 days ago -
10 things to watch in the stock market Monday, including Tesla and Nvidia
Wall Street is on track to extend its postelection rally Monday.Business - CNBC - Yesterday -
Amazon steps up effort to build AI chips that can rival Nvidia
Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leaderBusiness - Financial Times - 19 hours ago -
Nvidia may break its beat-and-raise streak, but there’s good news for investors
Nvidia’s outlook for the January quarter may not wow Wall Street when the company posts earnings next week. But Mizuho analysts see bright prospects for later next year.Business - MarketWatch - 7 hours ago -
Companies brace for Tuesday: Mentions of election surge on earnings conference calls
More companies are talking publicly with investors about the presidential election than in recent cycles.Business - CNBC - November 2
