NVIDIA Corporation (NVDA)

US — Technology Sector
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News

Broadcom Is Quietly Stealing Nvidia's AI Thunder
AVGO, NVDA
Published: December 08, 2025 by: Seeking Alpha
Sentiment: Positive

Broadcom is currently outperforming Nvidia, driven by expanding custom XPUs adoption and transformational AI partnerships, notably with OpenAI and Google. Broadcom's premium valuation (>46x forward earnings) reflects a high market confidence in its AI chip momentum and potential for significant new deals with hyperscalers. Multi-year revenue growth is expected, with FY 2026 outlook potentially exceeding +35% and strong backlog visibility through FY 2030 from Meta and Microsoft engagements.

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image for news Broadcom Is Quietly Stealing Nvidia's AI Thunder
US to open up exports of Nvidia H200 chips to China, Semafor reports
NVDA
Published: December 08, 2025 by: Reuters
Sentiment: Positive

The U.S. Commerce Department will soon allow Nvidia Corp's H200 chip to be exported to China, Semafor news outlet reported on Monday, citing a person with knowledge of the plan.

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image for news US to open up exports of Nvidia H200 chips to China, Semafor reports
Nvidia stock in the green: what's happening with the ‘AI darling' today?
NVDA
Published: December 08, 2025 by: Invezz
Sentiment: Positive

Nvidia stock moved higher on Monday, beginning a week in which investor sentiment may be shaped heavily by an upcoming earnings report from artificial-intelligence chip rival Broadcom. Nvidia rose 0.4% to $183.07, though the stock remains down 8.4% over the past month amid intensifying scrutiny of custom silicon being developed by major technology platforms.

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image for news Nvidia stock in the green: what's happening with the ‘AI darling' today?
Exclusive: SoftBank, Nvidia looking to invest in Skild AI at $14 billion valuation, sources say
NVDA, SFTBF, SFTBY
Published: December 08, 2025 by: Reuters
Sentiment: Positive

Japan's SoftBank Group and Nvidia are in talks to invest in Skild AI, in a more than $1 billion funding round that could value the maker of foundation models for robots at around $14 billion, according to sources and a term sheet seen by Reuters.

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image for news Exclusive: SoftBank, Nvidia looking to invest in Skild AI at $14 billion valuation, sources say
Here's how much Nvidia investors will receive in this month's dividend
NVDA
Published: December 08, 2025 by: Finbold
Sentiment: Neutral

Nvidia (NASDAQ: NVDA) is paying its next quarterly dividend on December 26, 2025, when shareholders as of December 4, 2025, will receive $0.01 per share.

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image for news Here's how much Nvidia investors will receive in this month's dividend
How Nvidia's stock can benefit from this emerging trend in AI models
NVDA
Published: December 08, 2025 by: Market Watch
Sentiment: Positive

As the industry shifts toward AI models with better memory and understanding, Citi expects a new Nvidia offering to best its competitors.

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image for news How Nvidia's stock can benefit from this emerging trend in AI models
Burry May Be Short, But BoA Sees Nvidia and Palantir Moving Higher
NVDA, PLTR
Published: December 08, 2025 by: 24/7 Wall Street
Sentiment: Negative

Dr. Michael Burry might have bearish positions on Nvidia (NASDAQ:NVDA), Palantir (NASDAQ:PLTR), and a lot of worrisome things to say about the AI trade (spoiler alert: he thinks it's in a bubble).

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image for news Burry May Be Short, But BoA Sees Nvidia and Palantir Moving Higher
5 Stocks to Buy as AI Enthusiasm Continues to Drive Semiconductor Sales
ADI, ASML, NVDA, SLAB, TSM
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive

AI-driven chip demand surges, lifting semiconductor outlook and spotlighting NVDA, SLAB, TSM, ADI and ASML as potential beneficiaries.

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image for news 5 Stocks to Buy as AI Enthusiasm Continues to Drive Semiconductor Sales
Nvidia Takes Top Spot in the List of Best-Managed Companies of 2025
NVDA
Published: December 08, 2025 by: WSJ
Sentiment: Positive

Tech companies continue to dominate in the Drucker Institute's annual ranking, although Intel and Adobe saw major drops

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image for news Nvidia Takes Top Spot in the List of Best-Managed Companies of 2025
‘China's Nvidia' shows that the global chip race is heating up as it basks in post-IPO glow
NVDA
Published: December 05, 2025 by: Market Watch
Sentiment: Positive

Moore Threads Technology's stock rose more than 400% after the AI chip maker's Shanghai IPO on Friday.

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image for news ‘China's Nvidia' shows that the global chip race is heating up as it basks in post-IPO glow
Add These 4 GARP Stocks to Your Portfolio to Receive Handsome Returns
EXPE, NVDA, RL, VRT
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Positive

The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. VRT, EXPE, NVDA and RL are some such stocks.

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image for news Add These 4 GARP Stocks to Your Portfolio to Receive Handsome Returns
Is Trending Stock NVIDIA Corporation (NVDA) a Buy Now?
NVDA
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Positive

Nvidia (NVDA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Is Trending Stock NVIDIA Corporation (NVDA) a Buy Now?
Nvidia: The TPU Risks Look Heavily Overblown
NVDA
Published: December 05, 2025 by: Seeking Alpha
Sentiment: Neutral

Recent rotation from Nvidia Corporation into Alphabet/Google on TPU enthusiasm created a buyable dip, despite Nvidia still owning the default, general‑purpose AI compute platform across clouds. Nvidia's moat rests on its vertically integrated AI racks—Grace CPUs, Hopper/Blackwell GPUs, Mellanox networking, and CUDA software—rather than raw chip speed, locking in developers and enterprises. TPUs may gain share within Google Cloud, but NVDA's platform remains the industry standard for general-purpose AI workloads.

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image for news Nvidia: The TPU Risks Look Heavily Overblown
Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (Dec 5)
NVDA
Published: December 05, 2025 by: 24/7 Wall Street
Sentiment: Negative

The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.

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image for news Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (Dec 5)
Anthropic Just Deepened Its Partnership With Nvidia. Could This Push Nvidia Toward Its Next Trillion-Dollar Milestone?
NVDA
Published: December 04, 2025 by: The Motley Fool
Sentiment: Neutral

Anthropic agreed to purchase $30 billion of computing capacity from Microsoft. Microsoft relies heavily on Nvidia's GPUs for its data center capacity.

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image for news Anthropic Just Deepened Its Partnership With Nvidia. Could This Push Nvidia Toward Its Next Trillion-Dollar Milestone?
Prediction: In 5 Years, Many Artificial Intelligence (AI) Investors Will Regret Not Doing This
NVDA, PLTR
Published: December 04, 2025 by: The Motley Fool
Sentiment: Negative

Artificial intelligence (AI) stocks are trading at incredibly high valuations, and they could be due for significant corrections. Simply looking for stocks that are trading at low earnings multiples may not be enough to protect investors if AI is in a bubble and it bursts.

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image for news Prediction: In 5 Years, Many Artificial Intelligence (AI) Investors Will Regret Not Doing This
Have $75,000 to Invest? Nvidia or Alphabet
GOOG, NVDA
Published: December 04, 2025 by: 24/7 Wall Street
Sentiment: Positive

Artificial intelligence (AI) has been the biggest growth driver of the stock market in 2025.

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image for news Have $75,000 to Invest? Nvidia or Alphabet
Nvidia CEO Says Nuclear Is AI's Future — Oklo, NuScale Ready To Roar Back?
NVDA, OKLO, SMR
Published: December 04, 2025 by: Benzinga
Sentiment: Positive

NVIDIA Corp. (NASDAQ: NVDA) CEO Jensen Huang appeared Wednesday on “The Joe Rogan Experience" podcast and delivered a strong validation of the nuclear sector.

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image for news Nvidia CEO Says Nuclear Is AI's Future — Oklo, NuScale Ready To Roar Back?
Top Stocks to Double Up on Right Now
NVDA, TBBB, TREX
Published: December 04, 2025 by: The Motley Fool
Sentiment: Neutral

Shares of Nvidia, BBB Foods, and Trex are compelling right now for very different reasons. Nvidia's 15% pullback along with rising profit targets find the market cap king trading at forward earnings multiple that is a big discount to its current growth rate.

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image for news Top Stocks to Double Up on Right Now
Better Artificial Intelligence (AI) Stock for 2026: Nvidia vs. AMD
AMD, NVDA
Published: December 04, 2025 by: The Motley Fool
Sentiment: Positive

AMD stock delivered stronger returns than Nvidia in 2025, and the stock can still be bought at a cheaper valuation. AMD management forecasts an acceleration in its growth next year, potentially paving the way for more upside.

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image for news Better Artificial Intelligence (AI) Stock for 2026: Nvidia vs. AMD
2 companies to hit $5 trillion market cap in 2026
AAPL, NVDA
Published: December 04, 2025 by: Finbold
Sentiment: Positive

Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are emerging as the two strongest candidates to reach, or in Nvidia's case revisit, a $5 trillion market capitalization in 2026, according to the latest market data and analyst forecasts reviewed by Finbold.

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image for news 2 companies to hit $5 trillion market cap in 2026
Alphabet or Nvidia: Here's Who I Think Will Win the AI Chip War
GOOG, GOOGL, NVDA
Published: December 04, 2025 by: 24/7 Wall Street
Sentiment: Positive

It's the trillion-dollar question that many investors have surely been pondering in the past few weeks.

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image for news Alphabet or Nvidia: Here's Who I Think Will Win the AI Chip War
Nvidia obviously currying favor to be able to sell chips in China, says Niles Investment's Dan Niles
NVDA
Published: December 03, 2025 by: CNBC Television
Sentiment: Neutral

Dan Niles, Niles Investment Management, joins 'Power Lunch' to discuss Niles thesis on the AI landscape, Nvidia's charm offensive and much more.

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image for news Nvidia obviously currying favor to be able to sell chips in China, says Niles Investment's Dan Niles
Trump met with Nvidia CEO Jensen Huang about export controls, CBS News' reporter says
NVDA
Published: December 03, 2025 by: Reuters
Sentiment: Neutral

U.S. President Donald Trump met with chip giant Nvidia CEO Jensen Huang on Wednesday to discuss export controls, a CBS News reporter said in a post on X.

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image for news Trump met with Nvidia CEO Jensen Huang about export controls, CBS News' reporter says
NVDY: High Risk/High Reward Income ETF For Nvidia Bulls
NVDA
Published: December 03, 2025 by: Seeking Alpha
Sentiment: Positive

YieldMax NVDA Option Income Strategy ETF offers a high-risk, high-yield income play, best suited as a complement to a long NVDA position. NVDY's synthetic option-writing strategy delivers ~100% yield but exposes investors to persistent share price erosion and underperformance versus NVDA. Weekly distributions are attractive but highly variable; capital erosion risk is significant, especially if NVDA's price growth slows or reverses.

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image for news NVDY: High Risk/High Reward Income ETF For Nvidia Bulls
Amazon's AWS & A.I. Chip Push: AMZN Upside Not Downside for NVDA
AMZN, NVDA
Published: December 03, 2025 by: Schwab Network
Sentiment: Positive

Amazon's (AMZN) re:Invent 2025 event showed a key emphasis on A.I. and AWS, says Steven Dickens, though he also points to the company's in-house chip development as another takeaway investors can't miss.

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image for news Amazon's AWS & A.I. Chip Push: AMZN Upside Not Downside for NVDA
Is Nvidia (NVDA) a Buy as Wall Street Analysts Look Optimistic?
NVDA
Published: December 03, 2025 by: Zacks Investment Research
Sentiment: Neutral

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

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image for news Is Nvidia (NVDA) a Buy as Wall Street Analysts Look Optimistic?
Buy 3 Crypto-Centric Stocks as Bitcoin Shows Signs of Steady Rebound
HOOD, IBKR, NVDA
Published: December 03, 2025 by: Zacks Investment Research
Sentiment: Positive

NVDA, HOOD and IBKR gain attention as Bitcoin rebounds, with fresh liquidity and rising confidence lifting crypto-linked sentiment.

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image for news Buy 3 Crypto-Centric Stocks as Bitcoin Shows Signs of Steady Rebound
NVDA, INTC and AMD Forecast – Chips Look Strong Overall
AMD, INTC, NVDA
Published: December 03, 2025 by: FXEmpire
Sentiment: Positive

Major tech names strengthen in pre-market trading, with Nvidia, Intel, and AMD all showing bullish setups. The analyst emphasizes buy-the-dip conditions, highlights key support levels, and notes ongoing momentum following significant rallies and recent corporate developments.

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image for news NVDA, INTC and AMD Forecast – Chips Look Strong Overall
Amazon Rushes Out Latest AI Chip to Take On Nvidia, Google
AMZN, GOOG, GOOGL, NVDA
Published: December 02, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive

Amazon.com Inc.'s cloud unit raced to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google. Bloomberg's Mandeep Singh joins to discuss with Paul Sweeney and Alex Semenova.

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image for news Amazon Rushes Out Latest AI Chip to Take On Nvidia, Google

About NVIDIA Corporation (NVDA)

  • IPO Date 1999-01-22
  • Website https://www.nvidia.com
  • Industry Semiconductors
  • CEO Jen-Hsun Huang
  • Employees 36000

NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building 3D designs and virtual worlds. Its Compute & Networking segment provides Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; cryptocurrency mining processors; Jetson for robotics and other embedded platforms; and NVIDIA AI Enterprise and other software. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, independent software vendors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. It has a strategic collaboration with Kroger Co. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.