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DARK SECRETS: 26 - The Real Truth

Nvidia's $100 Billion Bet On OpenAI The 'Latest Salvo' In The Big Tech Arms Race, Says Gene Munster: 'Bumps Up the Bar' For The Rest

Deep Water Asset Management Managing Partner Gene Munster said on Monday that Nvidia Corp.’s (NASDAQ:NVDA) multi-billion-dollar commitment to OpenAI marks a pivotal moment in the AI arms race, one that escalates things to a whole new level.

Benzinga

Nvidia, Kenvue, Rivian, MicroCloud Hologram And Opendoor: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks closed higher on Monday, with the Dow Jones Industrial Average edging up 0.14% to 46,381.54. The SP 500 added 0.4% to finish at 6,693.75, while the Nasdaq climbed 0.7% to 22,788.98.These are the top stocks that gained the attention of retail traders and investors through the day: Nvidia…

Benzinga

Nvidia Pledges $100 Billion To Supercharge OpenAI: 'This Is A Giant Project,' Huang Says

Nvidia Corp. (NASDAQ:NVDA) and OpenAI on Monday announced a new deal to deploy at least 10 gigawatts of Nvidia-powered systems to support OpenAI's next-generation AI infrastructure.

Benzinga

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‘The Message Is Loud and Clear’ That China Doesn’t Want Nvidia’s Chips. How Much Does That Matter for NVDA Stock in 2025?

China’s latest directive for domestic firms to stop buying Nvidia’s AI chips raises the question of how much it really impacts NVDA’s growth story in 2025.

Barchart

Nvidia Stock Is Slowly Moving Higher - Short Put Plays Could Work Here

Nvidia stock is slowly moving higher from a plateau, as analysts have raised their price targets. This might be a good time for existing investors to sell short out-of-the-money put options.

Barchart

What Is Going On With Nvidia Stock On Monday?

Nvidia (NASDAQ:NVDA) stock gained on Monday after it announced that it has moved to expand its decade-long collaboration with OpenAI by signing a letter of intent for a strategic partnership. The companies plan to deploy at least 10 gigawatts of Nvidia systems to build OpenAI’s next-generation AI infrastructure, a leap…

Benzinga

Nvidia-Backed Wayve Strengthens UK-Japan Tech Ties As Nissan Tests Next-Gen Driver Assistance System Ahead Of 2027 Rollout

On Monday, Nissan Motor Co. Ltd. (OTC:NSANY) (OTC:NSANF) said it has begun testing a new driver-assistance system powered by Nvidia Corporation (NASDAQ:NVDA)-backed U.K. startup Wayve, showcasing AI-driven technology that could reach Japanese roads by 2027.

Benzinga

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Nvidia Greenlights Samsung's AI Chip Technology, Sets Stage For HBM4 Battle: Report

Samsung Electronics Co. (OTC:SSNLF) has reportedly received the green light from Nvidia Corp. (NASDAQ:NVDA) for its latest high-bandwidth memory (HBM3E) product, marking a significant breakthrough in the AI hardware chip supply race.

Benzinga

Nvidia Is The Winner In Intel Partnership: Analyst Says Deal Widens 'Customer Base'

A semiconductor partnership between NVIDIA Corporation (NASDAQ:NVDA) and Intel Corp (NASDAQ:INTC) could benefit both companies, but one analyst sees a clear winner in the tie-up.

Benzinga

Nvidia Bets $5B On Intel, But It's This Intel ETF That Stole The Show

Nvidia Inc (NASDAQ:NVDA) may have placed a bold $5 billion bet on Intel Corp (NASDAQ:INTC), but it was Intel's own leveraged ETF that stole the spotlight. The GraniteShares 2x Long Intel Daily ETF (NASDAQ:INTW) rocketed nearly 46% on Thursday, leaving Nvidia's counterpart ETF in the dust.

Benzinga

Nvidia Commits $500 Million To UK Autonomous Driving Startup Wayve

Nvidia (NASDAQ:NVDA) is in advanced talks to make a $500 million investment in the U.K. autonomous driving startup Wayve, signaling a strategic expansion of its influence in the thriving artificial intelligence sector.

Benzinga

5 Stocks That Dominated Investor Buzz This Week — How OPEN, NVDA, TSLA And Others Performed

Retail investors buzzed about five stocks this week, from Sept. 15 to 19, on platforms like X and Reddit’s r/WallStreetBets, amid market AI enthusiasm and the Federal Reserve rate cuts.

Benzinga

Will Alibaba's New Chip Finally Unseat Nvidia In China?

Alibaba Group Holding Ltd. (NYSE:BABA) is intensifying its challenge to U.S. technology leaders with the debut of a high-performance processor designed to rival Nvidia Corp.’s (NASDAQ:NVDA) H20 graphics chip, alongside an open-source artificial intelligence agent positioned against OpenAI’s Deep Research platform.

Benzinga

Nvidia's $5 Billion Intel Bet Could Shape AI PC Era, Says Ming-Chi Kuo, As Gene Munster Calls 20% INTC Stock Surge 'Overreaction'

Analysts offered sharply different takes on Nvidia Corp.'s (NASDAQ:NVDA) $5 billion investment in Intel Corp. (NASDAQ:INTC), with TF Securities' Ming-Chi Kuo touting the partnership's potential to reshape the AI PC landscape while Deepwater Asset Management's Gene Munster cautioned that Intel's soaring stock reaction looked excessive.

Benzinga

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Benzinga

Stock Market Today: Dow, S&P 500 Futures Rise Ahead Of Trump-Xi Call— FedEx, MoneyHero, Lennar In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs were updated in the story.

Benzinga

White House AI Czar David Sacks Warns Washington Must Let US Chipmakers Like Nvidia Sell Abroad Or Risk Forfeiting AI Race To Huawei And China

On Thursday, White House AI and crypto czar David Sacks urged Washington to update export control policies, warning that restricting U.S. companies like Nvidia Corp. (NASDAQ:NVDA) from selling chips abroad could hand Chinese companies such as Huawei Technologies the advantage in the global race for artificial intelligence dominance.

Benzinga

Nvidia Reportedly Spends Over $900 Million To Hire Enfabrica CEO Rochan Sankar And License Startup's Breakthrough Technology

Nvidia Corp. (NASDAQ:NVDA) has reportedly struck a deal worth more than $900 million to bring on Enfabrica CEO Rochan Sankar and key employees while licensing the startup's technology designed to link over 100,000 GPUs into unified systems.

Benzinga

Jensen Huang Is A 'Good Friend,' Says Intel CEO Lip-Bu Tan Amid News Of Partnership With Nvidia: Next Era Of Computing Coming?

On Thursday, Intel Corporation (NASDAQ:INTC) shares jumped by double digits after announcing a major partnership with Nvidia Corporation (NASDAQ:NVDA).

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Benzinga

Intel Stock Has Best Day Ever: Jensen Huang Says Nvidia Will Be A 'Very Large Customer'

NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang revealed that the company’s $5 billion investment and collaborative efforts with Intel Corp. (NASDAQ:INTC) were the result of nearly a year of discussions between the two firms.

Benzinga

Billionaire David Tepper Won't 'Fight The Fed'—But He Hates This Market

Billionaire investor David Tepper thinks stocks are considerably overvalued, but remains in the market because his number one rule is to never fight the Federal Reserve.

Barchart

Nvidia Is Taking Trump’s ‘Stargate’ Idea Global. Should You Buy NVDA Stock Now?

Nvidia will invest 11 billion British pounds in the United Kingdom to shore up the nation’s AI infrastructure.

Benzinga

Nvidia's Bold Move Catapults Intel To The Heart Of AI Innovation

Intel (NASDAQ:INTC) stock surged on Thursday after unveiling a sweeping partnership with Nvidia (NASDAQ:NVDA) to co-develop custom chips and next-generation systems, a breakthrough that thrusts the long-struggling chipmaker into the center of the artificial intelligence boom and signals a new front in the global race for computing dominance.

Benzinga

Jim Cramer Slams Chinese Media For Claiming Huawei 'Bypasses' Nvidia: 'If Their Chips Were So Great...'

Jim Cramer, the host of CNBC’s “Mad Money,” criticized China’s ongoing AI chip war, questioning the quality of the chips following a significant computing breakthrough by Huawei.

Benzinga

Nvidia Breeds New Life In Intel Stock With $5 Billion Deal

Nvidia (NASDAQ:NVDA) and Intel (NASDAQ:INTC) announced a major partnership on Thursday to co-develop multiple generations of custom data center and PC products.

Benzinga

Huang Breaks Silence On Beijing Move Targeting Nvidia AI Chips

Nvidia (NASDAQ:NVDA) stock recovered Wednesday’s losses, which had been triggered by reports of a potential ban on its artificial intelligence chips by China’s internet regulator.

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