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NASDAQ:NVDA 30 March 2026 - 9 April 2026

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CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

Meta Platforms is deepening its relationship with CoreWeave, locking in a fresh $21 billion deal for AI cloud computing through 2032. The expanded pact, announced Thursday, further cements the two firms’ infrastructure ties in the rapidly shifting AI sector. CoreWeave shares climbed roughly 3.4% to $92 in U.S. after-hours trading.
9 April 2026
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NVIDIA’s Rubin AI Chip Ramp Hits Fresh Snag as HBM4 Memory Crunch Clouds 2026

NVIDIA’s Rubin AI Chip Ramp Hits Fresh Snag as HBM4 Memory Crunch Clouds 2026

Nvidia’s next chip rollout may hit a snag. TrendForce, citing HBM4 qualification issues, higher cooling needs, and a shift in networking, said on April 8 that Rubin AI processor shipments might slip, pushing a larger chunk of this year’s output onto the Blackwell lineup. Blackwell could now represent over 70% of Nvidia’s high-end GPU shipments in 2026, up from earlier expectations, while Rubin’s projected share drops to 22%, down from 29%.
9 April 2026
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Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

In late-morning trading, Broadcom was up 3.6% to $346.00, outpacing Nvidia’s 1.8% rise to $181.36, while Alphabet added 3.7% to $316.68.A fresh development not in the original piece: Seaport downgraded Broadcom to Neutral, warning that AI chip suppliers may increasingly have to help finance giant data-center buildouts, a concern sharpened by Broadcom’s own disclosure that the Anthropic deployment is still being discussed with “operational and financial partners.”
8 April 2026
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NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

Nvidia Corp is under the microscope again after a Reuters piece spotlighted worries among AI and supercomputing pros that its acquisition of SchedMD might steer Slurm—the job-scheduling software widely used on large computing clusters—toward favoring Nvidia hardware. In response last week, Nvidia said its customers “benefit from our open source and free software” and pledged ongoing support and upgrades for Slurm for all users.
7 April 2026
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Nvidia Brings Google’s Gemma 4 to PCs and Edge Devices as AI Moves Beyond the Cloud

Nvidia Brings Google’s Gemma 4 to PCs and Edge Devices as AI Moves Beyond the Cloud

Nvidia announced Thursday it has fine-tuned Google’s just-unveiled Gemma 4 artificial intelligence models for use on a range of its hardware, including RTX PCs, workstations, DGX Spark systems, and Jetson edge modules. The move is part of Nvidia’s push to hold onto developers as AI workloads diversify away from massive cloud setups. The company shared details in a blog post, as Google rolled out Gemma 4—its latest open model family.
3 April 2026
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OpenAI Opens Door to Retail Investors as $852 Billion Valuation Raises IPO Stakes

OpenAI Opens Door to Retail Investors as $852 Billion Valuation Raises IPO Stakes

OpenAI is making its stock available to a broader base before a possible IPO, announcing this week that shares will now be part of several ARK Invest-run ETFs, following the close of a $122 billion funding round that set its valuation at $852 billion. The company behind ChatGPT also disclosed it has, for the first time, collected over $3 billion from individual investors via banks.
2 April 2026
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Dow Jumps 1,100 Points on Iran Exit Hopes, but Wall Street Still Closes Its Worst Quarter Since 2022

Dow Jumps 1,100 Points on Iran Exit Hopes, but Wall Street Still Closes Its Worst Quarter Since 2022

U.S. stock futures edged higher early Wednesday, coming off Wall Street’s strongest single-day rally in almost a year. Investors latched onto President Donald Trump’s comment that the U.S. might be able to wind down the Iran war in two to three weeks. Dow and S&P 500 futures climbed about 0.5%, while Nasdaq 100 futures were up around 0.7%, according to Reuters.
1 April 2026
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US Stock Market Today: Wall Street Rallies, Nasdaq Jumps, but S&P 500 Still Faces Worst Quarter Since 2022

US Stock Market Today: Wall Street Rallies, Nasdaq Jumps, but S&P 500 Still Faces Worst Quarter Since 2022

U.S. stocks pushed higher Tuesday after the Wall Street Journal said President Donald Trump was open to ending the military operation in Iran even if the key Strait of Hormuz remained mostly shut to shipping—a route that handles roughly 20% of the world’s oil. The Dow was up 1.2% to 45,764.14 by early afternoon, the S&P 500 gained 1.5% to 6,440.34, and the Nasdaq advanced 2.0% to 21,214.90.
31 March 2026
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Dow, S&P 500, Nasdaq Rebound as Trump Signals Flexibility on Strait of Hormuz, but Oil Risk Lingers

Dow, S&P 500, Nasdaq Rebound as Trump Signals Flexibility on Strait of Hormuz, but Oil Risk Lingers

U.S. stocks bounced back Tuesday morning, after the Wall Street Journal said President Donald Trump had indicated to aides he’d end the military operation against Iran, even if the Strait of Hormuz stayed mostly shut. That report hasn’t been independently confirmed. By 10:30 a.m. ET, the Dow Jones Industrial Average was up 555 points, or 1.2%. The S&P 500 added 1.6%, while the Nasdaq jumped 2.1%, recovering from a volatile Monday session.
31 March 2026
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AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

Investors seeking to stay in the artificial intelligence trade are showing a clearer preference: broad exchange-traded funds versus more targeted plays in chip, memory, and networking stocks that power the sector. By Monday morning, Vanguard Information Technology ETF was down close to 1.0%. Shares of Roundhill Generative AI & Technology ETF slid about 1.1%, while Global X Artificial Intelligence & Technology ETF dropped 0.8%.
30 March 2026
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