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NVIDIA · NVDABearish

NVIDIA's RTX 5090 faces severe U.S. scarcity, with prices soaring up to $9,500.

NVIDIA's flagship RTX 5090 GPU has become extremely scarce in the U.S. market, leading third-party sellers to list it at inflated prices ranging from $6,500 to $9,500. This sharp price increase follows a rapid depletion of available stock online, with listings now dominated by sellers with questionable reputations. Consumers are advised to exercise caution and avoid these third-party deals due to potential scam risks.

Previous briefings

NVIDIA · NVDABearish

NVIDIA's $20B Deal with Groq Under DOJ Antitrust Investigation

The U.S. Department of Justice (DOJ) is investigating NVIDIA's $20 billion non-exclusive licensing agreement with AI chip company Groq, focusing on potential antitrust concerns. This scrutiny adds regulatory risk to NVIDIA's growth prospects.

NVIDIA · NVDABullish

NVIDIA's $12.9B Hugging Face Acquisition Could Reshape AI Landscape

NVIDIA has announced plans to acquire Hugging Face for $12.9 billion, pending regulatory approval. This strategic move aims to bolster NVIDIA's position in the AI industry by integrating Hugging Face's extensive AI model distribution platform. The acquisition is expected to enhance NVIDIA's AI capabilities and infrastructure, potentially leading to significant growth in the sector.

NVIDIA · NVDABullish

NVIDIA's Q2 2026 earnings report shows strong growth in data center revenue.

NVIDIA reported a 56% year-over-year increase in data center revenue for Q2 2026, driven by strong demand for AI and data center solutions. The company also announced a significant share repurchase program, returning $25.78 billion to shareholders.

NVIDIA · NVDABearish

NVIDIA's stock drops 2.4% amid DOJ probe into $20B Groq licensing deal

NVIDIA's stock declined by 2.4% following reports that the U.S. Department of Justice is investigating its $20 billion licensing agreement with AI startup Groq. The probe focuses on whether the deal was structured to circumvent antitrust scrutiny, potentially setting a precedent for future AI industry agreements.

NVIDIA · NVDANeutral

NVIDIA CEO dismisses AI fears as cybersecurity industry tactics

NVIDIA CEO Jensen Huang addressed concerns about artificial intelligence, suggesting they are strategies by the cybersecurity sector to generate demand for new products. This perspective comes amid heightened apprehension following the resignation of an Anthropic researcher who warned of AI's potential existential threats. Huang's optimistic view aligns with NVIDIA's substantial investments in AI development.

NVIDIA · NVDABearish

NVIDIA's stock drops nearly 5% in pre-market trading amid AI sector concerns

NVIDIA's stock experienced a significant pre-market decline of nearly 5%, influenced by broader market concerns affecting the AI sector. This downturn also impacted related companies, including Super Micro and Micron.

NVIDIA · NVDABullish

NVIDIA's $12.9B Acquisition of Hugging Face Boosts Stock to Record Highs

NVIDIA's announcement of acquiring AI platform Hugging Face for $12.9 billion has propelled its stock to new record highs, reflecting strong investor confidence in the company's strategic move. The acquisition is expected to enhance NVIDIA's position in the AI sector by integrating Hugging Face's extensive model library and developer community.

NVIDIA · NVDABullish

NVIDIA's $12.93 billion acquisition of Hugging Face boosts AI capabilities.

NVIDIA has acquired Hugging Face for $12.93 billion, enhancing its position in the AI ecosystem. This strategic move aims to expand NVIDIA's influence in the open-source AI community and offers access to a vast repository of AI models and datasets. The acquisition is expected to strengthen NVIDIA's AI offerings and foster innovation in the field.

NVIDIA · NVDABullish

NVIDIA's stock hits new high of $234 after $12.9B Hugging Face acquisition

NVIDIA's stock surged to a new high of $234 following its $12.9 billion acquisition of AI platform Hugging Face. This strategic move strengthens NVIDIA's position in the AI sector and has been well-received by investors.

NVIDIA · NVDABullish

NVIDIA invests $3.5 billion in MediaTek; MediaTek adopts NVLink Fusion for AI accelerators.

NVIDIA has announced a strategic partnership with MediaTek, investing $3.5 billion in convertible bonds. This collaboration will see MediaTek integrate NVIDIA's NVLink Fusion platform into its custom AI accelerators, enhancing both companies' positions in the growing AI hardware market.

NVIDIA · NVDABullish

NVIDIA's $12.9B Acquisition of Hugging Face Boosts Stock to Record Highs

NVIDIA's announcement of acquiring AI platform Hugging Face for $12.9 billion has propelled its stock to a new record high, reflecting strong investor confidence. This strategic move aims to solidify NVIDIA's position in the AI ecosystem by integrating Hugging Face's open-source AI models and datasets.

NVIDIA · NVDABullish

NVIDIA acquires Hugging Face for $12.93 billion to expand AI dominance

NVIDIA has announced the acquisition of AI platform Hugging Face for $12.93 billion, aiming to strengthen its position in the open-source AI sector. This strategic move allows NVIDIA to offer comprehensive support and infrastructure to developers, enhancing its influence across the AI technology stack.

NVIDIA · NVDABullish

NVIDIA's stock surges 3.19% to $224.41 amid strong AI demand and strategic investments.

NVIDIA's stock price has risen by 3.19% to $224.41, driven by robust demand for AI technologies and strategic investments. The company reported record revenues of $96.2 billion in Q2 FY2027, a 106% increase year-over-year, and anticipates a 70% revenue growth for fiscal year 2028. Additionally, NVIDIA is reportedly in advanced talks to acquire AI startup Hugging Face for approximately $14 billion, aiming to strengthen its position in the AI sector.

NVIDIA · NVDABearish

NVIDIA's stock drops 1.5% amid halted cloud revenue-sharing deals

In the past 24 hours, NVIDIA's stock declined by 1.5%, closing at $217.44, following reports that the company paused some new revenue-sharing agreements with AI cloud providers. This development has raised concerns about the company's future revenue streams and its strategic direction in the AI cloud market.

NVIDIA · NVDABullish

NVIDIA's Q2 FY2027 revenue surges 106% YoY to $96.2 billion, AI demand drives growth.

NVIDIA reported a record-breaking revenue of $96.2 billion for Q2 FY2027, marking a 106% year-over-year increase. This surge is primarily driven by soaring demand for AI and data center hardware. CEO Jensen Huang emphasized that AI has reached an inflection point, propelling demand and transforming compute into revenue.

NVIDIA · NVDABearish

NVIDIA stock drops 4.6% to $217.55 amid antitrust concerns and margin pressures.

NVIDIA's stock declined by 4.6% to $217.55, erasing approximately $251 billion in market value. This downturn is attributed to antitrust concerns over its AI cloud partnerships and potential margin pressures from rising memory costs.

NVIDIA · NVDABearish

NVIDIA's stock declines 4.6% amid antitrust concerns and rising memory costs.

In the past 24 hours, NVIDIA's stock experienced a 4.6% decline, closing at $217.55. This downturn is attributed to antitrust concerns stemming from the company's paused revenue-sharing deals with AI cloud firms and escalating memory costs impacting profit margins.

NVIDIA · NVDABullish

NVIDIA's Q2 FY2027 revenue doubles to $96.2 billion, AI demand surges.

NVIDIA reported a record-breaking $96.2 billion in revenue for Q2 FY2027, more than doubling from the previous year, driven by soaring AI and data center hardware demand. CEO Jensen Huang emphasized that AI has reached an inflection point, propelling demand and transforming compute into revenue.

NVIDIA · NVDABullish

NVIDIA's Q2 earnings double, stock surges 8.7% to $227.98.

NVIDIA reported exceptional Q2 2026 earnings, with revenue reaching $96.22 billion—more than doubling from the previous year. The company also projected a 70% revenue growth for the next fiscal year, significantly boosting investor confidence. These strong financials led to an 8.7% surge in the stock price, closing at $227.98.

NVIDIA · NVDABullish

NVIDIA forecasts 70% revenue growth by 2028, shares rise 4.4% after-hours.

NVIDIA's strong Q2 earnings and optimistic 2028 revenue projections have bolstered investor confidence, leading to a 4.4% increase in after-hours trading. The company reported $96.2 billion in quarterly revenue, more than doubling from the previous year, and a 126% rise in net income to $59.7 billion. CEO Jensen Huang highlighted the rapid expansion of AI infrastructure, with plans to deploy 2 million additional GPUs in collaboration with AWS.

NVIDIA · NVDABearish

NVIDIA's stock declines 2.9% ahead of Q2 earnings report amid AI financing concerns.

NVIDIA's stock fell 2.9% on August 24, closing at $208.48, as investors await the Q2 fiscal 2027 earnings report scheduled for August 26. The decline is attributed to concerns over the company's AI financing strategies and potential credit risks.

NVIDIA · NVDABearish

NVIDIA's stock drops 2.9% ahead of earnings report amid AI growth concerns.

NVIDIA's stock declined by 2.9% ahead of its earnings report, reflecting investor concerns about the sustainability of AI-driven growth. The company is set to release its fiscal Q2 earnings on Wednesday, with analysts expecting significant year-over-year growth. Additionally, SpaceXAI's adoption of NVIDIA's Vera CPU for AI applications was announced, though the market response was muted.

NVIDIA · NVDABullish

NVIDIA's upcoming earnings report expected to show nearly 100% growth in both earnings and revenue.

NVIDIA is set to release its earnings report this week, with analysts anticipating significant growth driven by increased AI-related capital expenditure. The company's strategic partnerships and investments in AI infrastructure are expected to contribute to this positive outlook.

NVIDIA · NVDANeutral

NVIDIA announces over 15% price hikes on AI server chips amid soaring memory costs.

NVIDIA has informed its major customers of price increases exceeding 15% for servers equipped with its AI chips, effective for shipments starting early next year. This adjustment is attributed to rising memory chip expenses. The affected systems include those utilizing NVIDIA's flagship Vera Rubin and Grace Blackwell chips.

NVIDIA · NVDANeutral

NVIDIA's stock closes at $216.85, down 0.33%, amid market volatility and China chip report denial.

NVIDIA's stock experienced a slight decline, closing at $216.85, down 0.33%, amid market volatility and a denial of a report regarding China-bound AI chip shipments. The company also announced a minority investment in Cloverleaf Infrastructure to support AI data center projects across the U.S.

NVIDIA · NVDABearish

NVIDIA's stock price declines amid AI financing concerns and upcoming earnings report.

NVIDIA's stock price declined by 0.99% to $217.56 on August 19, 2026, amid concerns over the company's financial commitments to AI infrastructure projects and the upcoming earnings report. Analysts are closely watching these developments to assess the impact on NVIDIA's financial health and stock performance.

NVIDIA · NVDABearish

NVIDIA's stock drops 2% amid rising U.S. Treasury yields and profit-taking.

In the past 24 hours, NVIDIA's stock experienced a decline of over 2%, closing at $219.74 on August 19, 2026. This downturn is attributed to increasing U.S. Treasury yields, which have pressured high-valuation tech stocks, and profit-taking by large institutional investors. Additionally, concerns about potential supply chain challenges related to NVIDIA's new Blackwell architecture chips have contributed to the negative sentiment.

NVIDIA · NVDABearish

NVIDIA's stock declines amid AI overvaluation concerns; S&P 500 drops 0.7%.

In the past 24 hours, NVIDIA's stock has experienced a decline due to market concerns over the overvaluation of AI-related stocks. This sentiment has contributed to a broader market pullback, with the S&P 500 falling 0.7% to 7,691.76.

NVIDIA · NVDABullish

Nvidia's $5B Intel stake turns into $30B profit; new $21B SpaceX investment disclosed.

Nvidia's strategic investments have yielded significant returns, with a $5 billion Intel stake now valued at nearly $30 billion. Additionally, the company has disclosed a new $21 billion investment in SpaceX, highlighting its commitment to AI infrastructure.

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