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HISTORICAL FACTS: 13 - The Untold Story

Michael Burry Not Alone: Peter Andersen Dumped Nvidia Months Ago, Anticipating 'Accounting Questions'

“Big Short” investor Michael Burry has found an ally in Peter Andersen, CIO of Andersen Capital Management. The expert investor revealed on the Schwab Network that he completely exited his stake in Nvidia Corp. (NASDAQ:NVDA) last summer—months before the current wave of bearish scrutiny—precisely because he foresaw the “accounting questions”…

Benzinga

Jensen Huang Just Teased A Big 2025 Reveal For Friday — Just Months After Analysts Called Nvidia Robotics The 'De Facto' Standard

On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang sparked new excitement around the company's robotics ambitions after teasing a major reveal set for Friday.

Benzinga

Dan Ives Calls Nvidia The 'Indisputable Rocky Balboa' Of AI And Gene Munster Agrees As The Jensen Huang-Led Tech Giant Faces Rare November Slump

Nvidia Corp. (NASDAQ:NVDA) might be facing fresh concerns, but analysts continue to say that it is the champion of the AI revolution.

Benzinga

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Jensen Huang Once Said TSMC Learned To 'Dance With 400 Partners' While Intel Has 'Always' Danced Alone: Did The Nvidia CEO Hit The Nail On Its Head?

Morris Chang, the longtime leader of Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), once pointed back to Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's famous analogy to explain why Intel Corp (NASDAQ:INTC) faces an uphill climb in its push to become a world-class chip foundry.

Benzinga

Google Is Getting the AI Spotlight, But Nvidia Says Its GPUs Are a ‘Generation Ahead.’ How Should You Play NVDA Stock Here?

Nvidia stock inches up as Jensen Huang confirms its GPUs are a generation ahead of Google’s custom AI chips. Here’s what that means for NVDA shares.

Barchart

Why Is Everyone Worried About Nvidia’s Days Sales Outstanding? What That Means, and Why It Matters for NVDA Stock.

Concerns over Nvidia’s rising Days Sales Outstanding have sparked debate among investors, but a closer look shows the metric is far less alarming and far more explainable than the bearish narrative suggests.

Barchart

A 'Magnificent' Rally Raises Both Intrigue And Questions For Direxion's QQQU, QQQD ETFs

On the surface, the headlines largely speak for themselves. In late October, the total market capitalization of the Magnificent Seven — a group of elite tech juggernauts — jumped past the $22.2 trillion level. Leading the surge was semiconductor giant Nvidia Corp. (NASDAQ:NVDA), which crossed the $5 trillion valuation mark…

Benzinga

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Jensen Huang Says 'Insane' That Some Nvidia Managers Are Telling Employees To Limit AI Usage: Report

Nvidia (NASDAQ:NVDA) CEO Jensen Huang has reportedly urged his employees to utilize artificial intelligence (AI) for every possible task, assuring them that their jobs are secure.

Benzinga

NVDA Broken Wing Butterfly Trade Targets A Profit Zone Between 165 and 175

Nvidia (NVDA) found support at 170 on Tuesday and that appears to be a key level moving forward.

Barchart

Google TPUs Are 'Cost-Effective Hedge,' Not Replacement For Nvidia, Strategist Says

Despite reports of Meta Platforms Inc. (NASDAQ:META) possibly shifting billions in AI hardware spending to Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google’s TPUs, one market strategist argues the move is a defensive tactic against supply shortages, not a sign of Nvidia Corp.‘s (NASDAQ:NVDA) ending dominance.

Benzinga

Google DeepMind Scientist Slams Market After Nvidia, AMD Stocks Tumble: 'Selloff Shows How Clueless The Market Is'

On Tuesday, a sharp dip in Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) sparked unexpected pushback from Google DeepMind researcher arguing the market still doesn't grasp the reality of exploding demand for AI hardware.

Benzinga

Nvidia Is A 'Generation Ahead,' But 'Delighted' For Google

Nvidia Corp. (NASDAQ:NVDA), the leader in AI hardware, issued a masterclass in competitive positioning on Tuesday by simultaneously praising rival Google while boldly reaffirming its own technological supremacy.

Benzinga

Google, Meta Rises As Nvidia Sinks; AI ETFs Caught In A Rare Big-Tech Vs. Theme Trade Split

Alphabet Inc.’s (NASDAQ:GOOGL) sprint toward a $4 trillion valuation lit up Wall Street on Tuesday, yet AI-focused ETFs sat out the celebration. Google shares jumped on Tuesday following a report indicating that Meta Platform Inc. (NASDAQ:META) may use Google's AI chips in its data centers. A powerful year-long rally fueled by its sharpened…

Benzinga

Nvidia Stock Is Selling Off on Google-Meta Deal. Should You Buy the NVDA Dip Today?

Nvidia shares sink on reports Meta Platforms could soon switch to Google’s custom AI chips to power its AI data centers. But Cramer recommends sticking with NVDA stock for the long-term.

Barchart

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Benzinga

Nvidia Eyes Worst Month Since 2022 — Will December Bring Relief Or More Pain?

Despite reporting one of the most spectacular earnings quarters in its history, NVIDIA Corp. (NASDAQ:NVDA) is on track to end November with its worst monthly performance in over three years, raising fresh questions about whether the chipmaker’s AI-fueled rally has hit a wall.

Barchart

Nvidia Just ‘Dropped the Mic’ But Its Stock Dropped Too. How Should You Play NVDA Here?

Nvidia delivered record AI‑driven results and raised guidance. Yet, its richly valued stock sold off on profit‑taking and AI‑bubble jitters, creating a potential buy‑the‑dip setup for investors who believe the multi‑year AI capex cycle still has room to run.

Benzinga

Nvidia Denies Enron Comparisons: Newman Slams Bear Thesis On Accounting Issues As 'Garbage'

The CEO of Futurum Group, Daniel Newman, blasted the current wave of bearish sentiment surrounding Nvidia Corp. (NASDAQ:NVDA) on Tuesday, calling the theories that forced the chip behemoth to formally deny comparisons to historical frauds as “garbage.”

Barchart

Bank of America Forecasts $40 EPS for Nvidia Stock in Just 5 Years. Should You Buy NVDA Here?

Nvidia is the largest company globally, yet NVDA stock trades at an attractive valuation in 2025, according to Bank of America.

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Ray Dalio Confirms the Market Is in a Bubble… But He Says It’s Not Time to Sell Nvidia Stock Yet

Dalio believes we are in a bubble, but it is yet to be pricked. Does this mean you should keep holding Nvidia?

MarketBeat

NVIDIA Nears Buy Zone as Rumors Swirl About China Chip Deal

NVIDIA may soon resume chip sales to China, offering a major upside to its already bullish stock forecast.

Benzinga

5 Stocks In The Spotlight Last Week: Wall Street's Most Accurate Analysts Weigh In

U.S. stocks settled higher on Friday, with the Dow Jones index gaining more than 1% during the session as a wave of dovish comments from Federal Reserve officials flipped market expectations toward a rate cut next month.

Benzinga

Is The Market Now Just The Mag-7? Investors Call Tech Concentration A Major Risk

The AAII Sentiment Survey just confirmed what every investor scrolling X already suspected: a growing number of retail investors think the stock market has shrunk from 500 companies to… roughly seven. The "Mag-7" — Apple Inc (NASDAQ:AAPL), Amazon.com Inc (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG), Meta Platforms Inc (NASDAQ:META), Microsoft Corp…

Benzinga

NVDA, WMT, GOOG And More: 5 Stocks That Dominated Investor Buzz This Week

Retail investors talked up five hot stocks this week (Nov. 17-21) on X and Reddit’s r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.

MarketBeat

MarketBeat Week in Review – 11/17 - 11/21

Markets sold off sharply this week despite blowout reports from NVIDIA and Walmart; and light trading volume next week means it may be another volatile week

Benzinga

Nvidia Stock Dips In November, But Gene Munster Says Potential H200 Approval In China Could Supercharge Growth

Despite a sharp pullback in Nvidia Corp‘s (NASDAQ:NVDA) shares this month, a potential policy reversal on U.S. chip exports to China could dramatically boost the company's outlook, according to Deepwater Asset Management's Gene Munster.

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