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HISTORICAL FACTS: Nvidia - The Untold Story

Nvidia Just Gave Lumentum Stock a New AI Catalyst

GF Securities expects Nvidia’s co-packaged optics shipments to accelerate sharply, creating a potential new demand engine for Lumentum’s optical components.

Barchart · 8h ago

There’s a New Sheriff in Town and He’s Named Jensen Huang: How Nvidia Plans to Protect Against ‘Killer’ AI Agents

Nvidia's new Open Agent Safety Platform promises to get rogue AI agents under control. It's also a smart business move that tells us a lot about Jensen Huang and where he thinks the industry is headed.

Barchart · 15h ago

Nvidia CEO Jensen Huang has emerged as the biggest foil to AI doomerism about the existential risk to humanity

The AI chipmaking giant is stepping in to prevent further AI agent breaches.

Fortune · 16h ago

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Marvell Stock Investors Have 1 Date to Watch. Here’s What Could Be Revealed.

Marvell Technology is heading into an event on Oct. 6 that could reveal much more about its longer-term AI opportunity.

Barchart · 16h ago

A Nearly $12 Billion AI Deal Could Be Another Reason to Buy Nvidia Stock

A nearly $12 billion AI infrastructure deal between Akamai and Anthropic could benefit Nvidia.

Barchart · Oct 3

Greg Lui DOJ charges: California tech CEO linked to $300 million Nvidia GPU scheme allegedly routed through Malaysia and Singapore to China

Greg Lui was charged by the Department of Justice for allegedly exporting restricted computer servers to China. The indictment includes conspiracy to violate export control laws and money laundering. Lui and associates misrepresented shipments through Malaysia and Singapore to bypass regulations. It is claimed that over $300 million of advanced…

The Economic Times · Oct 3

SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.

Anthropic could spend up to $84.5 billion on SpaceX computing power. Here is what the deal means for SpaceX and its AI ambitions.

Barchart · Oct 3

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The Jobs Report Was Weaker Than Expected. Stocks Climbed And Nvidia Hit a New Record.

Nvidia's market cap hit $5.7 trillion on Friday. The Nasdaq Composite hit an intra-day record.

International Business Times · Oct 2

Trump’s ‘super intelligence’ is being mocked by tech industry insiders: report

‘It is a way for the CEOs to signal fealty to the president,’ said one insider as others warned the private sector is unlikely to follow the president’s edict

The Independent UK · Oct 2

'Sometimes it's more expensive than having humans': Ecolab gets real about AI's limits in the physical world

Honeywell CTO Suresh Venkatarayalu said customers “really demand 99.9999%” accuracy, while frontier models “could be at 85%.”

Fortune · Oct 2

Nvidia Shares Rise After Saying Blackwell Chips Power OpenAI's New GPT-6 Astra Ultrafast

Nvidia shares rose after it said Blackwell GPUs power OpenAI's GPT-6 Astra Ultrafast, delivering up to eight times faster token generation than Astra Standard.

International Business Times UK · Oct 2

Why US stocks are rising: Nasdaq hits record after weaker jobs data cools rate-hike bets; Nike shares drop on forecast

US stocks rose, with the Nasdaq Composite hitting a record high after disappointing jobs data emerged. Lower Treasury yields and declining oil prices contributed to the positive market sentiment. Notable gains were observed in semiconductor stocks, with Nvidia reaching an intraday record high. Nike's shares fell due to forecasts of…

The Economic Times · Oct 2

Cathie Wood's Ark Sells $110M of AMD, Buys $81.5M of Nvidia as Vera Rubin Supports 70% FY28 Growth Outlook

ARK Invest sold $110M in AMD shares and bought $81M of Nvidia stock as Vera Rubin entered production, backing Nvidia's AI growth outlook.

International Business Times UK · Oct 2

Nvidia’s Next Data Center Isn’t on Earth, It’s in Orbit With SpaceX

SpaceX will launch its first Nvidia-powered orbital AI satellites in Q4 2027, funded by Starlink profits but dependent on Starship's reliability

Barchart · Oct 2

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Barchart · Oct 2

An $8.2 Billion Reason to Buy AMD Stock

AMD’s $8.2 billion World Labs deal could give the chipmaker a bigger role in the next wave of AI beyond today’s GPU race.

The Economic Times · Oct 2

Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality check

By Saeed Azhar, Max A.- Nvidia's mammoth financing plan has opened a debate on Wall Street about how much its advanced chips and the infrastructure around them are worth.

Barchart · Oct 1

IonQ Just Scored a New ‘Buy’ Rating. What Comes Next for IONQ Stock.

Bank of America is bullish on IonQ, initiating coverage with a “Buy” rating. Could this quantum computing stock have more room to run?

Barchart · Oct 1

High-Volume, Unusual Options Activity Is Taking Nvidia and These 2 Other Hot Stocks by Storm

In Wednesday’s unusual options activity, Nvidia, Nu Holdings, and TeraWulf saw some of the day's highest-volume trades. Unpacking them reveals which options strategies institutions used.

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MarketBeat · Oct 1

Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next

AMD plans an $8.2 billion all-stock deal to acquire Fei-Fei Li's AI startup World Labs, aiming to inform its chip roadmap, though shareholder dilution and customer reaction remain uncertain.

Barchart · Oct 1

SPY vs. SPY: This Chart Says We’re Already in a Market Correction. Here’s My Trade Plan.

Crazy markets can’t hide it when they’re being irrational, says our top technical strategist – and the equal-weighted ETFs are telling all.

Fortune · Oct 1

Thieves stole an Nvidia-branded truck filled with just 20,000 pounds of sand—and it points to Big Tech’s $150 million AI hardware theft headache

While the thieves left the sand-filled trailer unscathed, other freighters have faced real threats from organized criminals in search of high-value data center equipment.

MarketBeat · Oct 1

Down 50% and Climbing Again: 3 AI Stocks Rebuilding After Brutal Pullbacks

Palantir, ServiceNow and AMD each suffered sharp selloffs before rebuilding uptrends, and analyst Marc Chaikin says these reset AI names may offer more upside than stocks already at new highs.

International Business Times · Oct 1

AMD and Micron Eye $2 Trillion Club: Top Analyst Sees AI Powering the Next Chip Giants Continued Rise

Melius Research analyst Ben Reitzes laid out separate paths for AMD and Micron to double their valuations after both companies crossed the $1 trillion threshold in 2026.

International Business Times · Oct 1

Micron's Earnings Beat Estimates Again as AI Demand Remains High. Its Stock Is Plunging Anyway.

The U.S. memory-chip maker reported $54.23 billion in fiscal fourth-quarter revenue and issued guidance above Wall Street expectations.

The Economic Times · Oct 1

Volantis raises $88 million for tech to connect AI, memory chips

The fundamental limit for AI chips from both Nvidia and rivals like Advanced Micro Devices is how well the computing parts of a chip can talk to the memory chips where an AI model lives and feeds data to the computing chip. Nvidia and AMD solve the problem by encircling…

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