NVIDIA
43 articles tagged NVIDIA, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
AMD Fell 10.8% and Visa Closed Green: Friday Repriced Who Pays for AI, Not AI
Nine of ten megacaps fell as the Nasdaq slid nearly 3%, but the damage sorted precisely by who funds the AI buildout and who merely sells into it.
Anthropic's $16.3 Billion Half-Year Reprices Compute. Alphabet Closed at a 90-Day Low
Anthropic's S-1 showed $16.3 billion of six-month revenue against an $80.7 billion net loss. Three chip-adjacent names supplied 99% of the megacap basket's gain...
MaxLinear Wants 30% of a Market Credo Owns 99% Of. That Bends the AI Cost Curve
A near-monopoly in AI rack interconnect just drew a credible challenger. The repricing lands on component suppliers first — and on the cost of every rack the hy...
The Chip Rout Went Global. Visa Printed a 52-Week High the Same Day AMD Fell 7.4%
Korea's KOSPI fell over 3.5% and the CSI 300 entered a bear market as the AI selloff spread, yet the session that triggered it saw Visa touch $412.48 and Apple...
Oil and a 30% Korean IPO Flop Hit the AI Financing Layer. The Buyers of Compute Closed Green.
Data center names slid again as a Korean listing broke 30%, yet Amazon closed +4.67% and AMD +4.30%. The stress is in who funds the buildout, not who pays for i...
Huang Says the AI Story Is Intact. AMD Just Gave Back 46% of a $156 Run in Five Sessions
Nvidia's CEO dismissed the semiconductor selloff as noise. AMD fell $21.02 to $541.21 and still carries $84.90 of 30-session gain that NVIDIA no longer has.
The Chip Rout Went Global — KOSPI Fell 6% and AMD Closed on Its Low
Asia is now importing the US semiconductor selloff. AMD shut at $586.85, a hair off the session low, while six of ten megacaps still closed green.
Meta's $31.83 Alone Beat the Entire Megacap Basket's $24.27 Gain
Meta added $31.83 per share Monday — more than the ten-name megacap basket gained net. Strip it out and the group was red. Morgan Stanley counts 54% of US stock...
OpenAI's Revenue Is $20 Billion Short of the Pitch. AMD Gave Back $9.37 and Alphabet Fell $6.20 From Its High
A report that OpenAI's annualized revenue runs about $20 billion below the roughly $50 billion told to investors hit the AI-levered names hardest. Visa closed g...
$550M in Crypto Liquidations Is the Cleanest Test Yet of the AI Trade's Independence
Bitcoin broke below $84,000 on a leveraged unwind hours after megacap equities closed at highs. AMD finished at $657.93, within pennies of a 52-week peak, on a...
Bitcoin Near $86,000 Lifted Every Megacap at the Open. Eight Gave It Back
Risk appetite returned on the open and then got picky: Tesla closed up 4.84% and NVIDIA printed a 52-week high at $237.85, while JPMorgan finished red for the s...
Nasdaq 100 Prints a Record, Then Yields Reverse — Seven of Ten Megacaps Closed in the Lower Third
Soft payrolls lifted every one of the ten largest names at the open. Yields turned back up and the gaps got sold — only Tesla held its highs.
Nine of Ten Megacaps Closed Below Their Open. That Is Not Marking Time
Five of the largest names gapped higher and surrendered the bid; JPMorgan printed a fresh 90-day low at $327.58 while NVIDIA held within 0.2% of its own high.
A Basket of Ten Megacaps Gained 0.30% Wednesday — and Two Names Supplied 54% of It
Microsoft closed at $518.76 and Nvidia at $230.35, both at the top of their 90-day ranges, while five of the ten largest names finished red. The index math flat...
Goldman Flags the Pace of the Bond Selloff — JPMorgan Prints a New 90-Day Low at $334.17
Peter Oppenheimer says the speed of the bond selloff decides whether equities crack. Seven of ten megacaps closed red. Apple lost $6.59 and shut at 4% of its ra...
Anthropic Files, OpenAI Pulls a Model, and the AI Trade Rotates Down the Stack
Eight of the ten largest US companies closed red, yet NVIDIA gained 2.26% and Microsoft recovered to within a quarter of its high. AMD lost 5.08%. This is rotat...
Burry Says the AI Bubble May Burst Sooner. NVIDIA Rose 2.26% While AMD Fell 5.08%
Michael Burry pulled his tech short forward and eight of the ten largest US companies closed red. The one name that advanced was the purest AI position on the b...
Ten Gap-Ups, Three Real Buyers: AMD's 6.11% Was the Only Conviction in a Relief Rally
Every one of the ten largest names gapped higher after the Fed's hike, and seven of them closed below their opening print. AMD closed at $543.81, at the top of...
Friday's Megacap Sweep Was 62% Gap. Central-Bank Week Opens Lower.
All ten megacaps closed green Friday, but $35.28 of the $56.90 in combined per-share gains arrived at the opening bell. Futures are lower into central-bank week...
A Dated Binary Lands Tuesday: The CLARITY Act Cloture Vote Is Now a Calendar Risk for Equities
The Senate's 60-vote cloture test on the CLARITY Act hits September 15. Morgan Stanley just tagged Coinbase with a Hold. The megacap board is pricing none of it...