Nvidia Gains As US Greenlights Major AI Deal With UAE Nvidia (NASDAQ:NVDA) stock gained on Thursday after Washington approved billions of dollars in Nvidia chip exports to the United Arab Emirates (U.A.E.). Benzinga · Oct 9, 2025
Nvidia Tax Scores UAE Upgrade: Why AI's Golden Goose Could Be Fleecing The Desert's Dream Projects The UAE's AI buildout could be running into Silicon Valley's priciest roadblock — the “Nvidia Tax.” The term refers to the steep markups that come with using Nvidia Corp's (NASDAQ:NVDA) high-end GPUs, which have become the default choice for large-scale AI systems. Benzinga · Oct 9, 2025
China Tightens Grip On Rare Earth Exports To Protect 'National Security' As Tech Giants Brace For Impact China tightened its grip on the export of rare earth minerals and related technologies, escalating tensions with Washington ahead of an expected meeting between President Donald Trump and Chinese leader Xi Jinping later this month. China Says New Rules To Protect ‘National Security’ Foreign companies will need approval to export… Benzinga · Oct 9, 2025
Nvidia CEO Jensen Huang Says He's 'Surprised' AMD Would Give Away 10% Of The Company In Its Deal With OpenAI: 'It's Clever, I Guess' On Wednesday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang weighed in on Advanced Micro Devices, Inc.'s (NASDAQ:AMD) partnership with OpenAI, calling the move "imaginative" but "surprising." Benzinga · Oct 9, 2025
Jensen Huang Wishes Nvidia Gave Elon Musk More Money For xAI: 'Want To Be Part Of' Everything He Does NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang had praise for billionaire Elon Musk when asked about an investment in xAI on Wednesday. Benzinga · Oct 8, 2025
As Jeff Bezos Warns of an ‘AI Bubble,’ This Could Be the Safest Magnificent 7 AI Stock to Buy Now Nvidia is an AI stock that continues to trade at a reasonable multiple in 2025, despite generating outsized returns over the last five years. Barchart · Oct 8, 2025
Nvidia Stock Got Rocked by AMD’s OpenAI Deal, But Wall Street Still Loves NVDA Despite the recent downturn, Nvidia continues to find takers among the analyst community. Barchart · Oct 8, 2025
Big Tech Earnings To Validate AI Spending Surge Big Tech is gearing up for a blockbuster earnings season as surging enterprise demand for artificial intelligence propels growth across cloud giants, signaling what could be the next major leg of the AI investment boom. Benzinga · Oct 8, 2025
AI Party Is Not Over, Goldman Sachs Issues Top Picks Goldman Sachs is doubling down on artificial intelligence, highlighting infrastructure and data management as prime investment opportunities despite market concerns over high valuations. Benzinga · Oct 8, 2025
Jensen Huang Drops Bombshell Warning: Nvidia's Guidance Assumes 'China Zero' — Says US Could 'Hurt American Companies Worse' With Total Tech Ban Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang stated in a recent interview with CNBC’s Jim Cramer that the AI chip giant's financial guidance already accounts for zero revenue from China. Benzinga · Oct 8, 2025
OpenAI, Nvidia And Oracle Building A High-Tech House Of Cards? Expert Warns 'Infinite Money Glitch' Could Trigger AI-Led Job Losses And Market Chaos A critical examination of the AI industry’s financial mechanics, dubbed the “AI Infinite Money Glitch,” is raising alarms among financial analysts and tech critics. Benzinga · Oct 8, 2025
Elon Musk Questions OpenAI's 'Nonprofit' Status After $500 Billion Valuation, Nvidia's $100 Billion Deal And AMD Stake Earlier this week, Elon Musk reignited his criticism of OpenAI's corporate structure after a post highlighted the company's soaring valuation and deep partnerships with tech giants like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD). Benzinga · Oct 8, 2025
Jim Cramer Recalls First Betting On Nvidia In 2009 — Says Jensen Huang Was '20 Years Ahead' Of His Time As Stock Soars Over 1,244% In Past 5 Years On Tuesday, Jim Cramer reflected on his early conviction in Nvidia Corp. (NASDAQ:NVDA), calling CEO Jensen Huang one of the most visionary leaders in tech history as the chipmaker's meteoric rise continues. Benzinga · Oct 8, 2025
Nvidia's Jensen Huang Downplays AMD Rivalry, Says 'We're Very Different Companies' Following Partnership With OpenAI Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI. Benzinga · Oct 8, 2025
Benzinga · Oct 8, 2025 Nvidia To Reportedly Cover Trump's $100,000 H1-B Visa Fee For New Hires, Says CEO: 'Not...Possible Without Immigration' Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has reportedly assured employees that the company will continue sponsoring H-1B visas, despite President Donald Trump‘s recent executive order to impose a $100,000 fee on new applications.
Benzinga · Oct 8, 2025 Nvidia CEO Jensen Huang Says Intel Spent 33 Years 'Trying To Kill Us' But Now Calls The Chip Rival A Partner: 'We're Lovers, Not Fighters' On Monday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang said longtime rival Intel Corp. (NASDAQ:INTC) spent more than three decades "trying to kill" his company — but the two chipmakers have now become partners in a $5 billion alliance.
Benzinga · Oct 8, 2025 Billionaires Ken Griffin, David Tepper, Philippe Laffont And More Load Up On Nvidia Stock As This Tech Bull Sees NVDA 'Going To $5 Trillion' A cohort of Wall Street's most influential billionaire investors has significantly increased their holdings in Nvidia Corp. (NASDAQ:NVDA), signaling strong confidence in the AI chipmaker's future. The aggressive buying spree coincides with a bold prediction from a prominent tech analyst who sees the company's market capitalization soaring to $5 trillion.
Benzinga · Oct 8, 2025 Nvidia Reportedly Bets $2 Billion On Elon Musk's xAI — And Its Own GPUs Will Fuel 'Colossus 2' Gigawatt-Scale AI Supercluster Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) is reportedly investing as much as $2 billion in Elon Musk's AI company and Grok-parent xAI.
Benzinga · Oct 7, 2025 From Bitcoin To AI: How IREN And Cipher Are Hosting Nvidia-Powered AI Workloads The Bitcoin (CRYPTO: BTC) mining bust just found its silver lining — and it's glowing green with Nvidia Corp (NASDAQ:NVDA)-powered AI. As Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google and Microsoft Corp (NASDAQ:MSFT) scramble to secure low-cost, high-density data centers for their next wave of AI expansion, they've stumbled upon an unlikely…
Benzinga · Oct 7, 2025 Nvidia's Market Dominance Now Dwarfs Japan, China, Germany, UK NVIDIA Corp (NASDAQ:NVDA) isn't just a semiconductor giant — it's a global market titan. The company now accounts for 5.04% of the MSCI All Country World Index, surpassing Japan, the world's third-largest stock market, at 4.78%.
Benzinga · Oct 7, 2025 OpenAI's AMD, Nvidia Deals Are Huge, But Execution Is Key, Says Brad Gerstner Investor Brad Gerstner warned on Monday that OpenAI’s recent deals with Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) remain announcements rather than actual deployments. Therefore, he urged caution.
Benzinga · Oct 7, 2025 IREN Stock Up Nearly 900% Over 6 Months, Rises 8% Before The Bell: What's Driving The Surge? Shares of IREN Ltd (NASDAQ:IREN) climbed 8% in pre-market trading on Tuesday, as the data center operator announced multi-year agreements with major artificial intelligence companies deploying NVIDIA Corp.’s (NASDAQ:NVDA) Blackwell GPUs.
Barchart · Oct 6, 2025 AMD Is Soaring on an OpenAI Deal. Is AMD Stock a Better Buy Than Nvidia Here? AMD stock soars after announcing a new AI deal with OpenAI. Here’s what keeps AMD shares worth owning despite a massive rally since early April.
Benzinga · Oct 6, 2025 Nvidia Is Now An AI Hedge Fund—But Goldman Says The Math May Not Work Nvidia Corp. (NASDAQ:NVDA) is doubling down on AI with multibillion-dollar bets in startups like OpenAI and established businesses like Intel Corp. (NASDAQ:INTC); yet, analysts are beginning to highlight that part of that revenue could be looping back in disguise.
Benzinga · Oct 6, 2025 Chamath Says Earth Can't Power AI — Bezos, Arista, Rocket Lab Have A Space Solution Chamath Palihapitiya says Earth simply can't handle it. As Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google, Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT), and Amazon.com Inc (NASDAQ:AMZN) race to add gigawatts of Nvidia Corp‘s (NASDAQ:NVDA) GPU capacity, he warns that global grids are nearing a breaking point — with energy demand doubling…