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Nvidia

Nvidia Sets Record Sales and Lifts Outlook to $78 Billion, but Shares Slip on AI Spending Jitters

Guidance excludes China data‑center sales due to U.S. export controls.

AI Deal Fuels Tech Rebound as Oil Jumps and Fed Minutes Expose Split

Oracle Plans Up to $50 Billion Raise to Finance AI Data‑Center Expansion

AMD Climbs as AI Bets Build, Even With Nvidia Set to Lead Data Centers

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

Nvidia’s Q3 Report Is the Market’s AI Stress Test

SoftBank Doubles Quarterly Profit on OpenAI Gains, Sells Entire Nvidia Stake to Fuel New AI Bets

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

OpenAI Taps Broadcom to Co-Develop Up to 10 GW of Custom AI Accelerators

AI Rally Sets New Market Highs as IMF and Bank of England Warn of Bubble Risks

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

Nvidia’s Blowout Quarter Meets Cautious Guidance as China Sales Stay Shut