NVIDIA (NVDA) News
Track canonical SquawkNews coverage tagged to NVDA, NVIDIA. This hub brings together deduplicated headlines about semiconductors, technology catalysts, earnings, analyst actions, and wider market events so traders can review how a developing story changed over time. It contains 265 indexed stories across 23 publication days and is ordered by the same first-publication timeline used by LiveCast.
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Bulls and Bears: Penguin Solutions, Draftkings, Palantir — And Stocks End Week With Solid Gains
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks finished the week with solid gains as technology shares continued to drive the market
MACRO | Jul 11, 2026, 12:01 PM UTC
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SK Hynix Shares Jump 14% in Nasdaq Debut
() -- SK Hynix (SKHY, SKHYV) was rallying 14% on Friday as the South Korean chipmaker listed its American depositary shares on the Nasdaq in what will likely be the second-largest share sale in the US. SK Hynix opened tr
EARNINGS | Jul 10, 2026, 07:06 PM UTC
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SK Hynix 7X Oversubscription Boosts Semi Stocks; Earnings Season Ahead; Oil Pulls Back After Iran Attacks
Buying In Semis Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE: SOXL ). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.
CENTRAL_BANK | Jul 09, 2026, 06:24 PM UTC
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How To Evaluate Companies Building The Infrastructure Of Entirely New Economies--And Five Questions Every Long-Term Investor Should Ask
Recent debates over NVIDIA’s valuation raise larger questions about computational architecture, competitive advantage, and the future of intelligent infrastructure. Disclosure: This article is intended solely for educati
EARNINGS | Jul 09, 2026, 03:25 PM UTC
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EXCLUSIVE: Nvidia, Microsoft And Palantir Are All Exposed — CIO Warns Investors May Be Missing The Real Risk
Artificial intelligence investors have spent the past two years obsessing over one question: can Nvidia Corp. (NASDAQ: NVDA ), Microsoft Corp. (NASDAQ: MSFT ) and Palantir Technologies Inc. (NASDAQ: PLTR ) keep deliverin
CENTRAL_BANK | Jul 09, 2026, 01:58 PM UTC
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Equity Futures Mostly Rise as Markets Assess Renewed Middle East Tensions
() -- US equity markets were mostly pointing higher before the opening bell Thursday as traders weighed rising tensions between Washington and Iran. S&P 500 futures ticked up 0.1% and the Nasdaq rose 0.6% in premarket ac
RATES | Jul 09, 2026, 11:57 AM UTC
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Nvidia, Alibaba, Levi Strauss, MDA Space and Broadcom: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indices ended Wednesday on a mixed note, with the Dow Jones Industrial Average falling 1.09% to 52,348.39, the S&P 500 slipping 0.28% to 7,482.21, while the Nasdaq gained 0.2% to close at 25,870.65. These are
RATES | Jul 09, 2026, 01:35 AM UTC
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Update: Dow Logs Worst Day in 4 Weeks Amid Renewed US-Iran Tensions
() -- (Updates with market moves at the end of the day and latest developments.) The Dow Jones Industrial Average logged its sharpest single-day decline in four weeks in a mixed session on Wednesday, as oil prices rallie
RATES | Jul 08, 2026, 08:40 PM UTC
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US Equity Markets Mixed After Trump Warns of Additional Strikes on Iran
() -- US equity indexes closed mixed Wednesday after President Donald Trump warned of more strikes on Iran, though he said it wouldn't amount to a full-scale war, softening earlier comments suggesting the ceasefire with
MACRO | Jul 08, 2026, 08:27 PM UTC
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What You Missed On Wall Street On Wednesday
Stocks spent the session broadly in the red as oil prices surged once again after the U.S. launched new strikes on Iran, with President Trump saying the ceasefire is "over." WTI crude oil futures settled at $73.52 per ba
CENTRAL_BANK | Jul 08, 2026, 08:25 PM UTC
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Volatility to Dampen Dow Jones In Q3 As US Ceasefire With Iran Collapses
The collapse of the US peace deal with Iran has caused the Dow Jones Industrial Average (DJIA) to sink lower as a more volatile outlook appears to be the new standard for the index amid the latest wave of geopolitical un
MACRO | Jul 08, 2026, 04:19 PM UTC
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China plans to let top AI firms buy a limited amount of NVIDIA H200 chips - The Information. $NVDA
China plans to let top AI firms buy a limited amount of NVIDIA H200 chips - The Information. $NVDA
GEOPOLITICS | Jul 08, 2026, 02:56 PM UTC
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Samsung Now Makes More Money Than Nvidia — And Goldman Says the Stock Is Still Dirt Cheap
A trillion-dollar chipmaker just guided for roughly $59 billion in operating profit this quarter — more than Nvidia Corp. (NASDAQ: NVDA ) posted last quarter. That company is Samsung Electronics Co. Ltd. (OTC: SSNLF ), w
RATES | Jul 08, 2026, 01:19 PM UTC
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Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking
Investor Ross Gerber said Tuesday that those selling semiconductor stocks were focusing on the short term, calling the recent pullback “a gift” for long-term investors ahead of South Korea’s chipmaker SK Hynix ‘s $29 bil
RATES | Jul 08, 2026, 02:47 AM UTC
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What You Missed On Wall Street On Tuesday
Stock indexes retreated amid losses for the heavyweight chip sector, making the Nasdaq the laggard, while the Dow pulled back from a record high reached in morning trading. Memory producers sank even though Samsung poste
GEOPOLITICS | Jul 07, 2026, 08:16 PM UTC
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US Equity Markets Lower as Semiconductor Stocks Fall, Crude Oil Prices Rise
() -- US equity indexes closed lower on Tuesday as semiconductor stocks pulled technology stocks lower and after an attack on a Qatari vessel sent crude oil prices higher. * Consumer expectations for one-year US inflatio
MACRO | Jul 07, 2026, 08:10 PM UTC
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Sector Update: Tech Stocks Fall Late Afternoon
() -- Tech stocks were sharply lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 2.6% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 6.6%. The Philadelphi
RATES | Jul 07, 2026, 07:40 PM UTC
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Midday Fly By: Wall Street starts coverage of SpaceX with bullish ratings
Stock indexes have retreated amid losses for the heavyweight chip sector and fresh deterioration in the macroeconomic backdrop. The Nasdaq was the laggard, falling over 1%, while the Dow pulled back from a record high re
MACRO | Jul 07, 2026, 03:57 PM UTC
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Top Midday Stories: Amazon Seeking at Least $25 Billion From US Bond Sale; Fiserv Explores Sale of STAR Debit Network
() -- All three major US stock indexes were down in late-morning trading Tuesday, with the Nasdaq Composite falling 1.4%, as chip stocks sold off and SpaceX (SPCX) debuted on the Nasdaq 100. In company news, Amazon (AMZN
RATES | Jul 07, 2026, 03:43 PM UTC
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Samsung's Record Memory Profit Sparks A 7% Selloff: Is A Stock At 5 Times Earnings A Rare Buy?
Samsung Electronics Co., Ltd. (OTC: SSNLF ) just delivered the most profitable quarter in the company’s history, but Asian investors responded by dumping the stock nearly 7% in Seoul. First-quarter revenue reached 133.87
EARNINGS | Jul 07, 2026, 02:23 PM UTC
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Update: Dow Crosses 53,000, Nasdaq Rebounds as Tech Advances
() -- (Updates with market moves at the end of the day.) The Dow Jones Industrial Average clinched a fresh peak Monday, while the technology-heavy Nasdaq Composite rose after declining for two consecutive sessions. The D
RATES | Jul 06, 2026, 08:57 PM UTC
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Update: Equity Markets Rise Intraday as Tech Advances
() -- (Updates with latest market prices and developments.) US benchmark equity indexes were higher intraday as the technology sector advanced, led by semiconductor stocks. The Nasdaq Composite was up 1.2% at 26,141.8 af
RATES | Jul 06, 2026, 06:11 PM UTC
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Semi Stocks Gain Ahead Of Samsung Earnings And SK Hynix US Listing; Yields Ease
Tech Rebound Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE: SOXL ). Note the following: Semiconductors are the leading sector that has been driving the stock market higher. SOX
MACRO | Jul 06, 2026, 05:48 PM UTC
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NVIDIA, in response to the delay report: Our roadmap is intact. $NVDA
NVIDIA, in response to the delay report: Our roadmap is intact. $NVDA
EQUITY | Jul 06, 2026, 04:10 PM UTC
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The Quantum Sector Hits an Inflection Point: Federal Money, Real Milestones, and a Security Race Running in Parallel
The Quantum Sector Hits an Inflection Point: Federal Mo
EQUITY | Jul 06, 2026, 12:45 PM UTC
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What's Going on With AMD Stock Monday?
Advanced Micro Devices Inc. (NASDAQ: AMD ) stock rose more than 3% in Monday’s premarket session as improving risk appetite lifted AI and semiconductor stocks. Nasdaq futures gained 1.23%, while S&P 500 futures advanced
RATES | Jul 06, 2026, 11:48 AM UTC
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Evaluating NVIDIA Against Peers In Semiconductors & Semiconductor Equipment Industry
Amidst today's fast-paced and highly competitive business environment, it is crucial for investors and industry enthusiasts to conduct comprehensive company evaluations. In this article, we will delve into an extensive i
EARNINGS | Jul 06, 2026, 09:58 AM UTC
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Groq Founder Jonathan Ross Says 'I Was a Terrible Leader,' Admits Mistakes Cost Years
Jonathan Ross, founder and former CEO of AI chip startup Groq, said his early leadership mistakes delayed the company’s progress by three to four years as he learned to transition from engineer to manager. Ross made the
EARNINGS | Jul 06, 2026, 09:28 AM UTC
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Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the W
Venture capitalist Jason Calacanis argued that Nvidia Corp (NASDAQ: NVDA ) is moving beyond its role as the world’s leading AI chipmaker and is positioning itself to compete more directly with companies like OpenAI and A
EARNINGS | Jul 06, 2026, 09:17 AM UTC
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Michael Burry Rejects Claims He Was Wrong on Nvidia, Tesla and Housing Bets
The ‘Big Short’ Investor Michael Burry on Sunday disputed claims that several of his past market calls, including ones on Nvidia Corp. (NASDAQ: NVDA ), Tesla Inc. (NASDAQ: TSLA ) and another U.S. housing market crash, ha
EQUITY | Jul 06, 2026, 08:35 AM UTC
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Nvidia stock in focus as next AI super-rack faces manufacturing snag
2026-07-06 04:30:12 ET
EQUITY | Jul 06, 2026, 08:30 AM UTC
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Dan Niles Sees Apple Winning China Memory Exemption, Calls AI Chip Selloff a 'Speed Bump' as Nvidia's Vera Rubin Fuels Long-Term Demand
On Sunday, tech investor Dan Niles said that the recent pullback in AI semiconductor stocks is a temporary setback rather than the end of the artificial intelligence rally, arguing that long-term demand remains intact de
MACRO | Jul 06, 2026, 08:30 AM UTC
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The "Magnificent Seven" Just Delivered a $2.2 Trillion Warning to Wall Street. Should You Listen?
2026-07-06 04:22:00 ET The "Magnificent Seven" stocks have become household names over the past few years. They are tech giants powering many of the things we use daily, from Google S
EQUITY | Jul 06, 2026, 08:23 AM UTC
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Micron vs. SK Hynix: Nvidia's Top AI Memory Suppliers Are Set for a Wall Street Showdown
Micron Technology Inc. (NASDAQ: MU ) has long been Wall Street’s go-to AI memory stock, but that could soon change as SK Hynix prepares for what could be a record-breaking Nasdaq debut, bringing Nvidia Corp. ‘s (NASDAQ:
CRYPTO | Jul 06, 2026, 07:55 AM UTC
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SK Hynix's Nasdaq Debut: Shay Boloor Says Memory Cycle Has Become 'Extreme' as US Investors Get New Play Alongside Micron
Nvidia Corp (NASDAQ: NVDA ) SK Hynix’s upcoming Nasdaq debut is set to give U.S. investors easier access to one of the biggest winners of the artificial intelligence boom, as market strategist Shay Boloor points to the c
EQUITY | Jul 06, 2026, 06:40 AM UTC
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Samsung Eyes Another Record Quarter on Explosive AI Memory Demand, But Rising Employee Bonuses Could Cloud Earnings: Report
Samsung Electronics (OTC: SSNLF ) on Tuesday is expected to deliver another record-breaking quarter as surging AI-driven demand for memory chips continues to lift prices, though higher employee bonus costs could weigh on
EARNINGS | Jul 06, 2026, 03:13 AM UTC
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Michael Dell’s Net Wealth Falls $34 Billion as Stock Faces Headwinds
Michael Dell was initally one of the biggest winners this year, with his net worth soaring by more than $70 billion since January as Dell stock surged. But recently, his wealth has declined by about $34 billion, dropping
RATES | Jul 05, 2026, 07:51 PM UTC
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Popular Magnificent 7 ETF Falls 8.7% as Top Stocks Turn Into Bargains
The Roundhill Magnificent Seven ETF (CBOE: MAGS) stock has retreated by 8.7% from its highest point this year as most companies in the group dropped. MAGS was trading at $65.10 from its all-time high of $71.10, while its
EARNINGS | Jul 05, 2026, 06:21 PM UTC
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Key Nvidia Supplier Foxconn Posts 40% Q2 Revenue Jump on AI Server Demand
Taiwan’s Foxconn, the world’s largest contract electronics maker, said it expects its overall operations to grow on a quarterly and annual basis after reporting a 40% year-on-year rise in second-quarter revenue. Quarter
EARNINGS | Jul 05, 2026, 02:01 PM UTC
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Consumer Tech (June 29-July 2): Microsoft Announces Layoffs, Meta & Google Sued In Several States & More
The Government of India has expressed concerns over Meta Platforms Inc. (NASDAQ: META ) introducing usernames on its messaging platform, WhatsApp, citing a potential increase in cybercrime. Meta suffered a significant le
EARNINGS | Jul 05, 2026, 01:45 PM UTC
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Meta Platforms, SpaceX, Micron Technology and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks in this truncated week (June 29 to July 2) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, listings, AI infrastructure momentum, and corporate/geopolitical
EARNINGS | Jul 05, 2026, 12:01 PM UTC
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The "Magnificent Seven" Ranked From Best to Worst Quarterly Performance -- and Which Ones Are the Best Buys Right Now
2026-07-05 04:22:00 ET The "Magnificent Seven" stocks have led the S&P 500' s gains throughout this bull market, helping the index climb 78% over t
EQUITY | Jul 05, 2026, 08:22 AM UTC
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"Big Short" Investor Michael Burry Is Now Betting Against Micron, Nvidia, and Tesla. Should You Be Worried?
2026-07-05 00:10:00 ET Michael Burry spent this week putting entry prices on a bet against the artificial intelligence (AI) trade. In a June 30 post on his Substack, the hedge fund ma
EQUITY | Jul 05, 2026, 04:14 AM UTC
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UNH, Humana, CVS Soar, and Wall Street Analysts Take Note
Top health insurance stocks are soaring this year and are beating popular technology names like Nvidia (NASDAQ: NVDA ) and Palantir (NASDAQ: PLTR ). UnitedHealth Group (NYSE: UNH ) has jumped by over 65% from its lowest
EARNINGS | Jul 04, 2026, 06:51 PM UTC
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A Former Uber Engineer Visited Nvidia's Headquarters and Couldn't Believe What Employees Actually Pay for at Work: 'We Use This Thing Called
Tech author Gergely Orosz ‘s visit to Nvidia Corporation (NASDAQ: NVDA ) headquarters last month revealed the company’s unique approach to tech culture and operations. An ex-engineer at Uber Technologies Inc. (NYSE: UBER
MACRO | Jul 04, 2026, 03:31 PM UTC
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3 Stocks to Buy on the AI Infrastructure Sell-Off
2026-07-04 11:05:00 ET While the market has been driven higher by artificial intelligence (AI) stocks over the past few years, these stocks have recently pulled back, creating a poten
EQUITY | Jul 04, 2026, 03:06 PM UTC
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Bulls and Bears: AeroVironment, Reddit, Oracle — And Stocks End Week on High Note
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks finished the week on a strong note, with the Dow Jones Industrial Average climbing to
CENTRAL_BANK | Jul 04, 2026, 12:01 PM UTC
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David Sacks Says Palantir's Alex Karp Was 'Exactly Right' to Warn Enterprises Against Feeding Data to OpenAI and Anthropic— the Figma Story
David Sacks said Palantir (NASDAQ: PLTR ) CEO Alex Karp was “exactly right” in warning enterprises against handing proprietary data to frontier AI labs. Speaking on the All-In Podcast episode aired Friday, Sacks said the
CRYPTO | Jul 04, 2026, 08:28 AM UTC
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Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
2026-07-03 14:38:28 ET Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs,
EQUITY | Jul 03, 2026, 06:43 PM UTC
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Here's What a $25,000 Investment in Nvidia Could Be Worth if History Repeats Itself
2026-07-03 12:25:00 ET The artificial intelligence chip giant Nvidia (NASDAQ: NVDA) has strugg
EQUITY | Jul 03, 2026, 04:27 PM UTC
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This AI Stock Beat Nvidia by 200%—Then Zuckerberg Sparked a 17% Sell-Off
Applied Optoelectronics, Inc. (NASDAQ: AAOI ) just suffered one of its worst trading sessions of 2026. It still happens to be outperforming Nvidia Corp (NASDAQ: NVDA ) by more than 200 percentage points this year. Shares
EARNINGS | Jul 03, 2026, 03:31 PM UTC
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Tesla Joins Uber in Putting the Brakes on Employee AI Spending
For much of the past year, corporate America urged employees to embrace generative AI. Now, some of its biggest names are discovering there’s a catch: the bill. Tesla, Inc. (NASDAQ: TSLA ) has become the latest company t
EARNINGS | Jul 03, 2026, 03:16 PM UTC
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Palantir Thinks AI's Competitive Moat Is Moving Beyond OpenAI and Anthropic
For the past two years, the AI race has largely been framed as a battle between foundation model makers like OpenAI and Anthropic. But an interview published Thursday suggests Palantir Technologies Inc. (NASDAQ: PLTR ) C
GEOPOLITICS | Jul 03, 2026, 02:30 PM UTC
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After Tesla, Samsung Eyes Meta Platforms for $6.5 Billion AI Chip Agreement: Report
Meta Platforms Inc. (NASDAQ: META ) is reportedly in talks with Samsung Foundry of parent Samsung Electronics Co Ltd. (OTC: SSNLF ) for manufacturing its forthcoming AI chips, in a deal valued at over 10 trillion won ($6
EQUITY | Jul 03, 2026, 12:49 PM UTC
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Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If I
2026-07-03 05:57:00 ET Nvidia (NASDAQ: NVDA) is the world's largest company by market cap, and ma
EQUITY | Jul 03, 2026, 10:02 AM UTC
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Assessing NVIDIA's Performance Against Competitors In Semiconductors & Semiconductor Equipment Industry
In today's fast-paced and highly competitive business world, it is crucial for investors and industry followers to conduct comprehensive company evaluations. In this article, we will delve into an extensive industry comp
EARNINGS | Jul 03, 2026, 09:58 AM UTC
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Michael Burry's Bearish Bet On Caterpillar Sparks Debate— Analyst Says the 'Big Short' Investor is Missing the 'Structural Theme'
“Big Short” investor Michael Burry has placed a bearish bet on Caterpillar Inc. (NYSE: CAT ), the heavy-machinery giant, which continues to benefit from the AI infrastructure buildout. However, some on Wall Street believ
EARNINGS | Jul 03, 2026, 09:06 AM UTC
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Update: Dow Rises to Record as Wall Street Logs Weekly Gains
() -- (Updates with market moves at the end of the day.) The Dow Jones Industrial Average rose to a record in a mixed Thursday session as Wall Street locked in gains for the holiday-shortened trading week despite volatil
RATES | Jul 02, 2026, 08:58 PM UTC
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com Weekly Market Update: Q2 closes on constructive note
Equity markets saw 2026’s first half draw to a close on a generally constructive note. Tech did a good portion of the heavy lifting, unwinding some the mega-cap, AI rotational trades seen in recent sessions. Nevertheless
CENTRAL_BANK | Jul 02, 2026, 08:12 PM UTC
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Sector Update: Tech Stocks Fall Late Afternoon
() -- Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 3.3% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 8%. The Philadelphia Semicon
RATES | Jul 02, 2026, 07:30 PM UTC