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Did AMD Just Leapfrog Nvidia?
Published: January 14, 2026 by: Seeking Alpha
Sentiment: Positive
Advanced Micro Devices, Inc. unveiled the MI455X at CES 2026, signaling a strategic shift in AI chip design. AMD targets memory capacity and inference efficiency, aiming to leapfrog Nvidia by addressing emerging AI bottlenecks. The MI455X's 2nm node and 432GB HBM4 enable large models to reside in GPU memory, reducing GPU count and interconnect reliance.
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NVDA, INTC and AMD Forecast – Chops Stocks Mixed Early on Wednesday
Published: January 14, 2026 by: FXEmpire
Sentiment: Positive
Microchips a bit mixed in early trading. This is still a sector that I think will be huge in 2026.
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China Could Ruin Nvidia's Best Year
Published: January 14, 2026 by: 24/7 Wall Street
Sentiment: Neutral
It is too early to say for certain. Reuters reports that China has begun to block imports of the powerful H200.
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Dan Ives on GOOGL & AAPL, NVDA AI Dominance, TSLA Robotaxi Rollout & IVES ETF
Published: January 13, 2026 by: Schwab Network
Sentiment: Positive
Dan Ives believes we're still in stage three of ten when it comes to the AI revolution. He talks about why Apple (AAPL) will "continue to bet on Google" to power its AI as Alphabet (GOOGL) hits all-time highs and a $4 trillion market cap.
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Nvidia's stock was just named a top pick for a reason that might be surprising
Published: January 13, 2026 by: Market Watch
Sentiment: Positive
The chip giant's stock has actually been an AI laggard lately, creating opportunity for investors.
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Small Names, Big Impact: The Stocks Behind NVIDIA's Rubin
Published: January 13, 2026 by: MarketBeat
Sentiment: Negative
NVIDIA NASDAQ: NVDA has achieved a level of dominance in the stock market that defies historical comparison. The chip giant's market capitalization briefly peaked above $4.76 trillion following its dominant presentation at CES 2026, which featured the debut of its new consumer-focused RTX 60-Series.
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China limits Nvidia chip purchases to special circumstances, Information reports
Published: January 13, 2026 by: Reuters
Sentiment: Negative
The Chinese government this week told some tech companies it would only approve their purchases of Nvidia's H200 AI chips under special circumstances, such as for university research, the Information reported on Tuesday, citing two people with direct knowledge of the situation.
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NTRA & NVDA Partner to Improve AI Models for Precision Medicine
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive
Natera teams up with NVIDIA to train multimodal AI models, aiming to improve precision care through faster, scalable analysis of complex medical data.
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NVDA Competition Heating Up? AMD & INTC Rope in New Bull
Published: January 13, 2026 by: Schwab Network
Sentiment: Negative
Keybanc becomes a bull on AMD Inc. (AMD) and Intel (INTC), creating questions regarding how much of the AI "pie" Nvidia (NVDA) is allowed to eat. Marley Kayden turns to Keybanc's bullish note and explains where it sees upside in both companies.
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Here's Why Nvidia (NVDA) is a Strong Momentum Stock
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
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'Big Short' investor Michael Burry explains why he's betting against Nvidia, not Meta or Microsoft
Published: January 13, 2026 by: Business Insider
Sentiment: Negative
Michael Burry says he's short Nvidia as it's especially exposed to what he sees as an AI bubble. The "Big Short" investor said Meta, Alphabet, and Microsoft are less at risk if the bubble bursts.
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Nvidia to Invest $1 Billion in AI Drug Lab With Eli Lilly
Published: January 12, 2026 by: Bloomberg Technology
Sentiment: Positive
Nvidia plans to invest $1 billion over five years in a new laboratory with Eli Lilly & Co., in an effort to speed up the use of AI in the pharmaceutical industry. Denny Fish, portfolio manager on the Global Technology and Innovation Team at Janus Henderson Investors, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
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This NVIDIA Partnership Shows How Big AI Can Really Get
Published: January 12, 2026 by: MarketBeat
Sentiment: Negative
NVIDIA's NASDAQ: NVDA market is heating up, approaching the boiling point once again, as its long-term outlook swells and the valuation becomes irresistible. Trading at 40x earnings in early 2026, this market fails to price in what is quickly becoming an overly cautious forecast.
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Eli Lilly CFO on $1 billion Nvidia investment
Published: January 12, 2026 by: Bloomberg Markets and Finance
Sentiment: Positive
NVIDIA plans to invest $1 billion over five years in a new laboratory with Eli Lilly and Company, aiming to speed up the use of artificial intelligence in the pharmaceutical industry. Heres what Eli Lilly CFO Lucas Montarce had to say about the partnership.
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Nvidia and Eli Lilly launch Co-Innovation AI Lab to advance drug discovery
Published: January 12, 2026 by: Proactive Investors
Sentiment: Positive
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) and Eli Lilly and Co (NYSE:LLY) have announced the creation of a new AI-focused co-innovation lab aimed at accelerating drug discovery and development. The lab will combine Lilly's expertise in medicine discovery, development, and manufacturing with Nvidia's AI and computing capabilities, the companies announced on Monday.
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Eli Lilly and Nvidia Make $1 Billion AI Bet to Revolutionize Pharma's Future
Published: January 12, 2026 by: 24/7 Wall Street
Sentiment: Neutral
One of the major promises of artificial intelligence (AI) is its role in speeding up drug discovery.
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Alphabet Becomes Newest $4 Trillion Company, Joining Nvidia and Apple
Published: January 12, 2026 by: WSJ
Sentiment: Positive
Optimism about its growing AI business gave the Google parent entry to a rarefied club.
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Nvidia Partners With Eli Lilly on AI Drug Laboratory
Published: January 12, 2026 by: Bloomberg Markets and Finance
Sentiment: Positive
Nvidia plans to invest $1 billion over five years in a new laboratory with Eli Lilly & Co., aiming to speed up the use of artificial intelligence in the pharmaceutical industry. Jessica Nix has more on "Bloomberg Open Interest.
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EndoQuest to Bring AI-Powered Vision and Precision to Endoluminal Robotic Surgery with NVIDIA IGX Thor
Published: January 12, 2026 by: Business Wire
Sentiment: Neutral
HOUSTON--(BUSINESS WIRE)--EndoQuest Robotics, Inc., a pioneering leader in endoluminal robotic surgical technology, today announced new initiatives as part of their collaboration with NVIDIA to integrate NVIDIA IGX Thor, an NVIDIA Blackwell-powered, enterprise-ready platform, into EndoQuest's next-generation robotic system. The collaboration – focusing on integrating EndoQuest's visualization system, robotic control, and secure cloud services using NVIDIA's Physical AI software stack – aims to.
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Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
Published: January 12, 2026 by: Reuters
Sentiment: Positive
Nvidia and U.S. pharma giant Eli Lilly will spend $1 billion building a new joint research lab in the San Francisco Bay area over five years which will use Nvidia's newest generation Vera Rubin AI chips, the firms said on Monday.
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NVIDIA Corporation (NVDA) Is a Trending Stock: Facts to Know Before Betting on It
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive
Zacks.com users have recently been watching Nvidia (NVDA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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Owkin Advances Frontier Model Development for Biological Artificial Super Intelligence, Accelerated by NVIDIA
Published: January 12, 2026 by: Business Wire
Sentiment: Neutral
SAN FRANCISCO & PARIS--(BUSINESS WIRE)--Owkin, an AI company on a mission to solve the complexity of biology, today announced a collaboration with NVIDIA to enhance OwkinZero, Owkin's biological large reasoning model. The collaboration will leverage NVIDIA's advanced AI computing ecosystem, including the Nemotron family of open models and the NVIDIA NeMo framework to improve the performance, scalability, guardrails, and robustness of Owkin's biological reasoning capabilities to accelerate futur.
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NVIDIA and Lilly Announce Co-Innovation AI Lab to Reinvent Drug Discovery in the Age of AI
Published: January 12, 2026 by: GlobeNewsWire
Sentiment: Neutral
Companies to Jointly Invest up to $1 Billion Over Five Years in Infrastructure and Research Companies to Jointly Invest up to $1 Billion Over Five Years in Infrastructure and Research
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NVIDIA BioNeMo Platform Adopted by Life Sciences Leaders to Accelerate AI-Driven Drug Discovery
Published: January 12, 2026 by: GlobeNewsWire
Sentiment: Neutral
News Summary: Lilly and NVIDIA launch AI co-innovation lab to tackle drug discovery challenges. NVIDIA collaborates with Thermo Fisher to build autonomous lab infrastructure for scalable scientific discovery.
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Nvidia Stock Could Drop 50% and Still Be Worth More Than Meta
Published: January 12, 2026 by: 24/7 Wall Street
Sentiment: Positive
Its $4.5 trillion market cap makes Nvidia Corp. (NASDAQ: NVDA) the most valuable company in the world.
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Digi Power X acquires $20M of Nvidia B300 GPUs from Super Micro Computer
Published: January 12, 2026 by: Proactive Investors
Sentiment: Positive
Digi Power X Inc (NASDAQ:DGXX, TSX-V:DGX) announced that it has entered into a definitive agreement to acquire approximately $20 million of next-generation NVIDIA B300 graphics processing units from Super Micro Computer, as the company expands its AI-focused digital infrastructure operations. The company said the GPU systems will be deployed within its Tier III AI data center infrastructure and offered through its NeoCloudz platform, a GPU-as-a-Service product.
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Tesla Adds Nvidia To Its Enemy List
Published: January 09, 2026 by: Seeking Alpha
Sentiment: Negative
Tesla, Inc. faces mounting challenges as growth slows, competition intensifies, and its valuation becomes increasingly difficult to justify. TSLA is losing EV market share to rivals like XPeng and BYD, while its China shipments and Q4 deliveries decline amid waning demand. Nvidia's Alpamayo and DRIVE platform threaten TSLA's self-driving lead, with open-source, level-4-ready tech soon debuting in Mercedes-Benz vehicles.
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4 Stocks to Boost Your Portfolio on Steady Jump in Semiconductor Sales
Published: January 09, 2026 by: Zacks Investment Research
Sentiment: Positive
Rising global chip sales and AI-driven demand put ADI, NVDA, MTSI and ASYS in focus as semiconductor stocks gain momentum in a strong market.
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This quietly dominant stock — plus Nvidia and Broadcom — are Mizuho's top chip picks
Published: January 09, 2026 by: Market Watch
Sentiment: Positive
Lumentum's stock has quadrupled over the past year, but the optical component company plays into key AI themes that could fuel further gains.
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4 Top-Ranked Tech Stocks to Buy as Semiconductor Rally Continues
Published: January 09, 2026 by: Zacks Investment Research
Sentiment: Positive
Semiconductor sales hit a record in November, with NVDA, MU, CRDO and ASYS set to gain from booming AI demand.
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About NVIDIA Corporation (NVDA)
- IPO Date 1999-01-22
- Website https://www.nvidia.com
- Industry Semiconductors
- CEO Jen-Hsun Huang
- Employees 36000