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Nvidia shares extend gains, jump 7% as blockbuster earnings revive AI trade ,

Nvidia shares jumped about 7% after strong quarterly results and a bullish revenue forecast eased concerns over slowing AI spending. The chipmaker reported $96.2 billion in second-quarter revenue and expects about $108 billion in the current quarter. Its 70% fiscal 2028 growth outlook further strengthened investor confidence in the AI…

The Economic Times

Ahead of Market: 10 things that will decide stock market action on Friday

Ahead of Market: 10 things that will decide stock market action on Friday

Indian equities ended sharply lower on Thursday as expiry-day volatility intensified after the first monthly expiry under the Closing Auction Session. Sensex fell 539 points and Nifty 117 points, while technical indicators signalled weakening momentum amid global and geopolitical uncertainty.

The Economic Times

Nvidia expects to sell $20 billion of Vera Rubin systems in Q3 as shipments begin — figure would account for 20% of its data center revenue mix, marks fastest ramp in company history

Nvidia expects to sell $20 billion of Vera Rubin systems in Q3 as shipments begin — figure would account for 20% of its data center revenue mix, marks fastest ramp in company history

Nvidia expects Vera Rubin to become its fastest-ramping data center AI platform as it projects sales of Vera Rubin hardware to hit 20% of data center revenue in its third fiscal quarter.

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Nvidia Already Dominates The AI Chip Market. Now It Will Reportedly Own Hugging Face Too.

The reported $12.9 billion price would be nearly three times Hugging Face's valuation in its 2023 funding round.

International Business Times

Stocks Supported by Strong Tech Earnings

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

Custom AI Chips Are Coming for Nvidia. OpenAI's Jalapeño Could Be the Biggest Warning Yet.

OpenAI says the chip can deliver both high throughput and low latency, which translates into faster responses.

International Business Times

'Nvidia is Wildly Undervalued': Michael Burry Goes Long Despite Shuttering His Hedge Fund Over AI Bubble Fears

Michael Burry bought Nvidia call options as a hedge against his AI short positions. He has repeatedly warned of an AI bubble and how tech firms use accounting tricks to inflate balance sheets.

International Business Times UK

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Nvidia ignites chip stock rally as forecast shows AI boom is intact

Nvidia ignites chip stock rally as forecast shows AI boom is intact

Nvidia has calmed investor anxieties regarding the AI surge, forecasting a remarkable seventy percent increase in revenue for the upcoming fiscal year. This optimistic outlook highlights sustained investments in artificial intelligence technology. Following this development, shares of other AI-related chip manufacturers also rose, with Nvidia witnessing a substantial one-day boost…

The Economic Times

Hugging Face Faced a 'Nudify' Deepfake Scandal and an OpenAI Hack: Why Does Nvidia Want It for $13B?

Hugging Face Faced a 'Nudify' Deepfake Scandal and an OpenAI Hack: Why Does Nvidia Want It for $13B?

Nvidia is reportedly planning to acquire Hugging Face for $12.9 billion, aiming to expand its influence in the AI ecosystem despite recent controversies involving deepfakes and cybersecurity breaches.

International Business Times UK

Nvidia Crushed Earnings Again. Here’s the Secret Growth Opportunity That Isn’t Even in the Numbers Yet.

Nvidia's blowout quarter was only half the story, as it quietly positions itself to win AI computing in orbit no matter who builds it.

SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facility

SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facility

The facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, according to SK Hynix's website and press statements. The site will house a next-generation high-bandwidth memory (HBM) packaging line as well as an AI semiconductor research and development…

The Economic Times

US earnings cycle no longer carried by Mag7 as profits spread across S&P 500

US earnings cycle no longer carried by Mag7 as profits spread across S&P 500

US earnings momentum is broadening beyond the Magnificent 7, with S&P 500 CY27 EPS estimates rising nearly 22% year-on-year. Stronger revenue growth, margin expansion and upgrades across sectors suggest the next market phase could feature wider earnings participation.

The Economic Times

Nvidia Could Spend $12.9B to Buy a Company That Just Launched a $399 Robot. Here’s Why.

Nvidia Could Spend $12.9B to Buy a Company That Just Launched a $399 Robot. Here’s Why.

The rumored Hugging Face acquisition is less about robotics and more about critical AI infrastructure.

Stocks Rally as Nvidia Earnings Boost AI Optimism

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

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A Year Ago, This Specialty Retail Stock Was Outperforming Nvidia. Now, It’s Crashing After Earnings.

Build-A-Bear is getting slaughtered after earnings, while NVDA is saving the market with stellar results.

The Economic Times

Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upside

BNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia's role in the data centre revolution, accelerated computing, strong Q2 financial results, and robust demand for its Blackwell and Vera Rubin platforms despite supply chain constraints.

Marvell’s Big AI Test Comes One Day After NVIDIA’s Blowout Quarter

Marvell Technology reports earnings Thursday after a 188% year-to-date stock run, with investors watching data center growth and its custom silicon pipeline, including the Alphabet chip deal, following NVIDIA's blowout results.

The Economic Times

US stocks today: Nasdaq gains as Nvidia results revive confidence in AI trade

US stocks rose on Thursday, led by the Nasdaq, as Nvidia's strong forecast eased concerns over slowing AI demand. Salesforce and CrowdStrike also rallied after upbeat forecasts, while investors shifted focus to Federal Reserve Chair Kevin Warsh's Jackson Hole speech and the outlook for interest rates.

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Nvidia CFO says about half of its data center business comes from customers beyond hyperscalers

Other customer segments are growing faster than the cloud giants that once dominated Nvidia's sales.

NVIDIA’s Blockbuster Quarter May Still Undersell How Big the AI Buildout Is

NVIDIA's Q2 FY2027 results show accelerating revenue, wider margins, surging cash flow, and over $25 billion in capital returns, with strong FY2028 guidance and analyst price targets implying further upside.

International Business Times UK

Nvidia Stock Soars After Making $96B in Just 3 Months: CFO Says It Could Have Made Twice as Much

Nvidia's Q2 revenue surged due to a 117% growth in data centre revenue, but CFO Colette Kress indicated that sales remain pressured by supply constraints.

Tom’s Hardware

Nvidia to buy Hugging Face for $12.9 billion, report claims — could strengthen Nvidia's open-model strategy and shore up position against rivals

Nvidia reportedly plans to buy Hugging Face at a price that exceeds its revenue by over 80 times, making it a major strategic investment in AI ecosystem.

International Business Times

Nvidia's Revenue Guidance Reassured Investors. Its Stock Is Now Jumping.

The company's shares are climbing more than 7% after the company's earnings beat estimates.

I tested the first 5K G-Sync Pulsar gaming monitor — 144Hz looks like 500Hz of clarity, and it ruined my home display

I tested the world’s first 5K G-Sync Pulsar gaming monitor from AOC. Here is how NVIDIA's variable backlight strobing eliminates motion blur at 5K.

The Economic Times

Nvidia CEO Jensen Huang’s fried chicken dinner with Samsung, Hyundai chiefs sent Korean chicken stocks soaring, Marvell shares jumped 32% after his $1 trillion call

Nvidia CEO Jensen Huang has a history of comments and high-profile outings moving markets. His 2025 fried chicken dinner with Samsung and Hyundai chiefs sent South Korean chicken stocks soaring, while Marvell Technology shares jumped 32% in June after Huang called it the “next $1 trillion company.” Now, his latest…

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