NVDA
39 articles tagged NVDA, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
NextDC Loses Half Its Market Cap on Power Delays — AMD Still Closed Green
An Australian data center operator cut guidance on grid delays and shed 44%. US chip names gapped down, absorbed it, and closed off the lows.
Trump's Sanctions Waiver Bought the AI Complex $27.00 a Share — All of It Before the Bell
Crude fell about 2% on the Russian sanctions waiver. AMD and NVIDIA took $27.00 per share of that relief at the open and gave $0.14 of it back during the sessio...
Jio Files a ₹30,213 Crore IPO While Nvidia Posts a Seventh Straight Red Close
India's largest-ever issue drew a 20% grey market premium the same week the AI complex broke. AMD gapped down 5.47% and still closed $1.44 off its high.
Seven of Ten Megacaps Closed Green — The Chip Rout Stayed in Its Lane
China's memory push hit the semis again, but META reversed a gap-down to close +3.14% and MSFT, AAPL and V all finished at or near 90-day highs ahead of CPI.
SpaceX Prints at 200x Forward Earnings — And the Chip Bid Is Already Gone
A newly public SpaceX below its post-IPO high is the cleanest read on speculative appetite. On the megacap board, the money went to MSFT, V and AMZN — not to AM...
OpenAI's $50 Billion Revenue Report Hits the Chips — AMD and NVDA Sell Every Gap
The FT number knocked semis off their October highs. Six of ten megacaps still closed green. The split is inside the AI trade itself.
Yields Bite the Chips, Not the Cash Flows — NVDA and AMD Sell Their Gap-Ups
Reuters flagged four warnings on bond-market stress. The megacap board split cleanly: payments and software bid at the highs, AI hardware sold all day.
Yields Eased and Microsoft Closed at $526.17. AMD Fell $4.79 Into the Same Bid
Treasury yields inched lower as investors pared Fed hike bets. Microsoft and Nvidia both closed at 90-day highs; AMD was one of only three names lower.
Intuit Grew Revenue 14% and Closed at $281. AMD Added $19.14 in a Single Session.
Intuit's fiscal 2026 revenue rose 14% to $21.448 billion and the consensus rating is still Hold. AMD, Nvidia and Tesla supplied 72% of the megacap gains the sam...
Soft Jobs Print Kills October Hike Odds — Eight of Ten Megacaps Gap Up and Get Sold
Every one of the ten largest names opened above the prior close. Seven shut in the lower third. Tesla was the only name that held its gain.
Oil Pops, Bonds Retreat, and Apple Sheds $6.59 — Seven of Ten Megacaps Closed Red
Asia opened lower as oil climbed on US-Iran truce doubts, pushing bonds down and yields up. Apple closed $331.81 at the bottom of its range. NVIDIA held the bid...
The Fed Hiked and Semis Led Anyway: AMD's $12.87 Gap Did Three-Quarters of the Work
The Fed raised rates and the long end of the curve stayed quiet. Semiconductors took the cue — AMD closed at $521.58, within $3.42 of its 90-day high, while bot...
Yields Hit Fresh Highs and the Board Split — META Closed at a 90-Day High, JPM at a 90-Day Low
An energy shock and record global yields knocked six of ten names red. The selling skipped the chips and hit the cloud spenders and the bank.
Two More Hikes Priced In: AMD's $30.64 Gap Was Nearly All of Its 5.89% Loss
A CNBC survey showing at least two Fed hikes over the next year coincided with AMD gapping down $30.64 and NVIDIA losing 3.28%, while Microsoft and Visa closed...
Nasdaq Put $100 Million Into Kraken's Parent — and Every Megacap on the Board Closed Green
Nasdaq Ventures backed Payward to push tokenized stocks. The tape answered with a 10-for-10 green board — but the bid went to the laggards, not the leader.
Oil and Record Copper Repriced the Discount Rate — and NVDA Gave Back Its Entire Gap
The Dow lost 575 points while the Nasdaq slipped 0.1%. NVIDIA opened 1.22% higher and closed at $227.09, near the low of its range, as AMD and Tesla absorbed $4...
Booking Drops 7% and Visa Follows — The Consumer Trade Cracked While AMD Printed $509.02.02
Booking Holdings fell 7% to $179.76 on soft travel sentiment and renewed rate-hike chatter. Visa was the worst megacap on our board. AMD ripped 6.59% anyway.
The AI Rotation Call Meets a Board Where NVDA and META Both Closed at 90-Day Highs
AMD added $21.29 and NVIDIA closed at $230.35, a 90-day high, while Microsoft gave back $10.58. The consumption-over-construction thesis has a data problem.
Broadcom's AI Targets Lifted NVDA $6.81. AMD Lost $3.10 on the Same Headline.
An AI demand signal that moves the incumbent and not the second source is a statement about who captures the incremental dollar. NVDA closed $224.25; AMD closed...
Crypto Sold the Rate-Hike Odds. Equities Didn't — NVDA Closed $224.25, Up 3.13%
Bitcoin and Ethereum fell on rising rate-hike odds and Iran risk. Large-cap equities ignored it — NVDA closed $224.25, up 3.13%, and seven of ten names finished...