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Nvidia Acquires SchedMD to Support Open-Source Workload Management for AI
Published: December 15, 2025 by: PYMNTS
Sentiment: Positive
Nvidia has acquired SchedMD and said it will continue to distribute that company's open-source Slurm software.
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Nvidia and Tesla are the best companies in 'physical AI', says Wedbush's Dan Ives
Published: December 15, 2025 by: CNBC Television
Sentiment: Positive
Dan Ives, Wedbush Securities, joins 'The Exchange' to discuss why 2026 will be a great year for Tesla, what to anticipate in earnings and much more.
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Ton of demand for Nvidia's chips in China, says Bernstein's Stacy Rasgon
Published: December 15, 2025 by: CNBC Television
Sentiment: Positive
Stacy Rasgon, Bernstein senior analyst, joins 'The Exchange' to discuss Nvidia's ability to sell H200 chips in China, the overall semiconductor sector and much more.
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Nvidia considers H200 production ramp ahead of China demand, report says
Published: December 15, 2025 by: CNBC Television
Sentiment: Positive
CNBC's Kristina Partsinevelos reports on news regarding Nvidia.
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Nvidia: H200 China Sales And The Margin Tradeoff
Published: December 15, 2025 by: Seeking Alpha
Sentiment: Neutral
Using prior $2B–$5B H20 upside guidance as a baseline, I model H200 net upside of roughly $3.75B–$15B if Nvidia Corporation absorbs the full fee. If NVDA splits the 25% fee with Chinese hyperscalers via pricing increases, I see net upside rising to about $4.37B–$17.5B per quarter. Even though my model is a very rough estimate, it shows that the NVDA stock upside is material.
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This Analyst Sees Nvidia at $8.5 Trillion Next Year. Is It Even Possible?
Published: December 15, 2025 by: 24/7 Wall Street
Sentiment: Neutral
Analyst price targets on Nvidia (NASDAQ:NVDA ) stock were initially all over the place.
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Can These 3 Semiconductor Stocks Lead the Next Tech Rally in 2026?
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive
NVDA, AMD and MTSI are poised to ride the AI wave, chip demand surge and policy tailwinds into the next tech rally.
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Watch These Risks For Nvidia Stock
Published: December 15, 2025 by: Forbes
Sentiment: Negative
NVIDIA (NVDA) has faced challenges in the past. Its stock has dropped over 30% within less than 2 months on as many as 8 separate occasions in recent years, resulting in billions being erased from market value and a significant loss of gains in a single correction.
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NVDA, INTC and AMD Forecast – Microchips Look to Strengthen
Published: December 15, 2025 by: FXEmpire
Sentiment: Positive
The chip sector shows early strength, led by Nvidia, Intel, and AMD, as traders assess key support and resistance levels. The overall tone remains bullish, with consolidation likely after a strong multi-year advance.
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Nvidia is reportedly weighs ramping up H200 production to meet surging demand in China
Published: December 15, 2025 by: TechCrunch
Sentiment: Positive
After successfully lobbying the Trump administration to approve the sales of its H200 chips to China, Nvidia is now thinking of ramping up production of the chips as Chinese companies rush to place orders, Reuters reported, citing anonymous sources.
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Broadcom's $6 Billion AI Quarter Carries A Risk Nvidia Bulls Don't Worry About
Published: December 15, 2025 by: Benzinga
Sentiment: Neutral
Broadcom Inc (NASDAQ: AVGO) may have delivered strong AI revenue growth that grabbed headlines, but a deeper look at how that growth is structured highlights a risk that's less of a concern for Nvidia Corp (NASDAQ: NVDA) — concentration of demand and future margin pressures tied to its custom silicon business.
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Nvidia unveils new open-source AI models amid boom in Chinese offerings
Published: December 15, 2025 by: Reuters
Sentiment: Positive
Nvidia on Monday unveiled a new family of open-source artificial intelligence models that it says will be faster, cheaper and smarter than its previous offerings, as open-source offerings from Chinese AI labs proliferate.
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Johnson: ORCL Long-Term Bull Case, NVDA Not Expensive & Brace for 5-Year A.I. Buildout
Published: December 12, 2025 by: Schwab Network
Sentiment: Positive
Cory Johnson considers Oracle's (ORCL) contracts and incoming cash flow opportunities "fantastic" and calls its $300 billion OpenAI contract "the biggest
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Nvidia Owes It To Shareholders To Sell To Its Most Capable Customers
Published: December 12, 2025 by: Forbes
Sentiment: Positive
Rubber was oil before oil. As Edmund Morris wrote in his biography of Thomas Edison, rubber was “a raw material essential enough to provoke armed conflict.
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Wall Street Roundup: Market Reacts To Earnings
Published: December 12, 2025 by: Seeking Alpha
Sentiment: Negative
Oracle (ORCL) fell 11% post-earnings as revenue missed and operating expenses outpaced cloud revenue growth, raising debt and spending concerns. AI-driven margin pressures are surfacing across tech, with Broadcom (AVGO) sliding 10% despite strong results, as investors weigh infrastructure costs.
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Why NVIDIA Could Hit $300 in 2026
Published: December 12, 2025 by: 24/7 Wall Street
Sentiment: Positive
Of all the mega-cap growth stocks in the market, Nvidia (NASDAQ:NVDA) has to be the most sought-after name right now, for good reason.
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How Nvidia Grew Data Center Market Share In Q3
Published: December 12, 2025 by: Seeking Alpha
Sentiment: Positive
Nvidia (NVDA) surpassed 50% share of the data center equipment market in fiscal 2026 Q3, driven by dominance in rack-scale AI accelerators. NVDA's Data Center revenue grew 66% y/y to over $51 billion, fueled by unmatched scale-up networking and limited effective competition. Competitors like AMD and UA Link consortium lag in delivering high-performance scale-up switches, reinforcing NVDA's leadership and pricing power.
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Trump 'sells out' U.S. national security with Nvidia chip sales to China, Sen. Warren says
Published: December 11, 2025 by: CNBC
Sentiment: Negative
Trump 'sells out' U.S. national security with Nvidia chip sales to China, Sen. Warren says
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Oracle stock price falls, taking Nvidia and other AI chip giants with it: Why tech are shares reeling today?
Published: December 11, 2025 by: Fast Company
Sentiment: Negative
Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading.
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Nvidia Has 'Capabilities No Rival Can Replicate:' Analyst
Published: December 11, 2025 by: Benzinga
Sentiment: Positive
Nvidia Corp (NASDAQ: NVDA) attracted renewed attention from Wall Street after fresh insights from a recent investor meeting highlighted its continued lead in artificial intelligence computing and strong multi-year demand visibility.
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Nvidia: H200 Export To China Is Mostly Optics, But The Strong Buy Case Isn't
Published: December 11, 2025 by: Seeking Alpha
Sentiment: Positive
Nvidia Corporation retains a Strong Buy rating, with U.S. approval for H200 chip sales to China seen as largely symbolic, not a near-term catalyst. NVDA's guidance and consensus estimates do not include China sales; Chinese import restrictions remain in place, limiting upside from H200/H20 chips. EBITDA margins are robust at 64%-65%, with sales CAGR of 37.7% and free cash flow expected to grow 43.8% annually.
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AVGO "Specialist" Edge: Custom A.I. Chips & NVDA Diversion Key for Earnings
Published: December 11, 2025 by: Schwab Network
Sentiment: Neutral
Broadcom (AVGO) reports earnings after the closing bell on Thursday, and Michelle Connell sees headwinds for the company to demonstrate continuing strong growth it posted in 2025. She won't be surprised to see investors "take profits off the table" into and after the earnings.
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Oracle drags down Nvidia and other AI stocks as bubble fears intensify
Published: December 11, 2025 by: Market Watch
Sentiment: Negative
Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech's spending.
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Coca-Cola names its next CEO, plus a deep dive into the background of Nvidia CEO Jensen Huang.
Published: December 11, 2025 by: Yahoo Finance
Sentiment: Neutral
Yahoo Finance executive editor Brian Sozzi takes on the morning's top stories after the market open on December 11, 2025. An expert panel consisting of Northwestern Mutual Wealth Management Company CIO Brent Schutte and Yahoo Finance senior reporters Brooke DiPalma and Ines Ferré discuss the Federal Reserve's latest cut to interest rates, AI, and Coca-Cola naming its next CEO.
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Market Path Ahead Post-FOMC Rate Cut, ORCL "Missed Layup" & NVDA Slides
Published: December 11, 2025 by: Schwab Network
Sentiment: Neutral
Heading toward 24 hours after the FOMC cut interest rates by 25bps, Kevin Green takes everything we learned Wednesday and explains what it means for Thursday's trading action and beyond. He notes one more rate cut priced in for 2026 and a door opening for quantitative easing.
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2025's Winning Semiconductor Play: How One Chipmaker Outperformed the Entire Sector
Published: December 10, 2025 by: 24/7 Wall Street
Sentiment: Positive
The semiconductor sector delivered extraordinary performance in 2025, with AI-driven demand reshaping the competitive landscape.
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Nvidia chips and the U.S., China competition for AI ecosystem dominance
Published: December 10, 2025 by: CNBC Television
Sentiment: Positive
CNBC's Deirdre Bosa joins ‘Money Movers' to report on China's accelerating efforts to boost domestic AI chips, as President Trump eases Nvidia export restrictions.
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Nvidia denies reports of Blackwell GPU smuggling to DeepSeek
Published: December 10, 2025 by: Proactive Investors
Sentiment: Neutral
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) has denied reports suggesting that Chinese AI startup DeepSeek is using the company's Blackwell GPUs, which are restricted for sale to China, to train advanced AI models. The reports, initially published by The Information, claimed that DeepSeek accessed several thousand Blackwell chips through a complex smuggling operation involving “phantom data centers” in Southeast Asia.
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Starcloud trains first AI model in space using Nvidia hardware
Published: December 10, 2025 by: Proactive Investors
Sentiment: Positive
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)-backed startup Starcloud has achieved a milestone by training the first artificial intelligence model in space, according to a CNBC report. The company launched its Starcloud-1 satellite in early November 2025, equipped with an Nvidia H100 GPU, which the company says is 100 times more powerful than any graphics processor previously flown in orbit.
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Nvidia And The H200 Landscape; Broadcom's Strategic Positioning
Published: December 10, 2025 by: Seeking Alpha
Sentiment: Positive
Tech Contrarians offer context about how we should be thinking about President Trump approving Nvidia's H200 GPUs to China. Broadcom is well positioned as the leading ASIC provider, with scale, networking exposure, and potential new hyperscaler customers driving long-term upside.
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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