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NVIDIA 20 March 2026 - 30 April 2026

Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

Nvidia shares dropped 4.6% to $199.57 Thursday as investors reacted to Alphabet and Amazon expanding sales of their own AI chips. Alphabet reported Google Cloud revenue up 63% and began selling TPU chips directly to customers. AMD and Broadcom shares rose 5.1% and 3.0%, respectively. Amazon said its Trainium chip line secured $225 billion in revenue commitments.
30 April 2026
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Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Marvell Technology shares rose about 3% Thursday after Big Tech firms signaled AI spending would exceed $700 billion this year. Nvidia slipped 1.6% but announced a $2 billion investment in Marvell and a partnership on AI infrastructure. Marvell reported record fiscal 2026 revenue of $8.2 billion, while Nvidia posted $215.9 billion for the year. Google is in talks with Marvell to develop two new AI chips.
30 April 2026
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Nvidia’s $5 Trillion Comeback Has One Big Question Wall Street Can’t Ignore

Nvidia’s $5 Trillion Comeback Has One Big Question Wall Street Can’t Ignore

Nvidia’s market value climbed to about $5.27 trillion Monday as shares rose 3.3% to near $215, following Friday’s record close above $5 trillion. The rally comes ahead of earnings reports from major AI infrastructure buyers, with investors watching for capital spending signals. Intel reported first-quarter revenue up 7% to $13.6 billion, boosting chip stocks broadly. Nvidia’s fiscal 2026 revenue reached $215.9 billion, up 65% year over year.
27 April 2026
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Nvidia Stock Is Near a Record Again. The $300 Case Now Turns on Vera Rubin

Nvidia Stock Is Near a Record Again. The $300 Case Now Turns on Vera Rubin

Nvidia shares rose 4.7% to $209.07 Friday, nearing record highs ahead of its May 20 earnings report. Investors are focused on demand for Nvidia’s upcoming Vera Rubin AI platform and whether cloud customers will keep spending into 2027. The Philadelphia Semiconductor Index hit an all-time high as chip stocks rallied after Intel’s strong outlook. Nvidia reported $68.1 billion in fiscal Q4 revenue, up 73% from a year earlier.
24 April 2026
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Nvidia Stock Today: NVDA Rises as Google Unveils New AI Chips, Still Backs Vera Rubin

Nvidia Stock Today: NVDA Rises as Google Unveils New AI Chips, Still Backs Vera Rubin

Nvidia shares rose 1.3% to $202.50 premarket after Google launched new TPU 8 AI chips and announced it will offer Nvidia’s Vera Rubin NVL72 server platform. Alphabet kept its 2026 spending plan at $175 billion to $185 billion. SK Hynix reported AI memory demand outstripping supply. Broadcom signed a deal to supply Google’s custom AI chips through 2031.
23 April 2026
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D-Wave Quantum Stock Jumps Again as Nvidia’s Ising Launch Reignites Quantum Rally

D-Wave Quantum Stock Jumps Again as Nvidia’s Ising Launch Reignites Quantum Rally

D-Wave Quantum shares climbed about 5% Thursday, extending a 22.6% surge after Nvidia launched Ising, a new AI model family for quantum computing. D-Wave traded at $21.81, up from last year’s lows, and reported 2025 revenue of $24.6 million with first-quarter 2026 bookings topping $32.8 million. The company completed its $250 million Quantum Circuits acquisition in January. Market cap stood near $8.4 billion.
16 April 2026
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NVIDIA Corporation Deepens Robotics Push With Cadence as AI Chip Demand Holds Up

NVIDIA Corporation Deepens Robotics Push With Cadence as AI Chip Demand Holds Up

Nvidia and Cadence Design Systems announced a partnership Wednesday to combine Cadence's physics engines with Nvidia AI models for training robots in virtual environments. Nvidia shares traded at $198.95 Thursday, holding a $4.53 trillion market value, while Cadence gained 1.1%. The collaboration was unveiled at a Cadence event in Santa Clara.
16 April 2026
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Super Micro Stock Faces Fresh Test as China Probe Casts Shadow Over Nvidia Ties

Super Micro Stock Faces Fresh Test as China Probe Casts Shadow Over Nvidia Ties

Super Micro Computer shares traded at $25.26 early Monday as the company faces a board-led probe into alleged diversions of servers to China. U.S. prosecutors in March accused three former associates of routing $2.5 billion in AI technology through Taiwan and Southeast Asia. Super Micro says the men no longer have ties to the firm. Shareholders will vote on directors, including CEO Charles Liang, at a virtual meeting April 15.
13 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’s acquisition of SchedMD, maker of the Slurm workload manager, has sparked concern among AI and supercomputing experts that Slurm could be steered toward Nvidia hardware, Reuters reported. Nvidia said it will keep Slurm open source and vendor-neutral. The company’s shares traded at $177.64 early Tuesday, valuing Nvidia at about $4.53 trillion.
7 April 2026
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Nvidia News: Foxconn Sales Jump Signals AI Server Demand as China Pressure Builds

Nvidia News: Foxconn Sales Jump Signals AI Server Demand as China Pressure Builds

Foxconn reported first-quarter revenue up 29.7% year-on-year, citing strong demand for AI products, with March revenue hitting a monthly record. Nvidia, its largest server client, has forecast $78 billion in Q1 revenue, excluding China data-center sales. Samsung and Broadcom also signaled surging AI-related demand. Chinese firms continue to shift to domestic chips amid ongoing market constraints.
6 April 2026
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Nvidia Invests $2 Billion in Marvell as Custom AI Chip Race Heats Up

Nvidia Invests $2 Billion in Marvell as Custom AI Chip Race Heats Up

Nvidia invested $2 billion in Marvell Technology and will link Marvell’s custom AI chips to its NVLink Fusion system. Marvell shares rose 7% after the announcement, Nvidia gained 2.7%. The deal comes as Nvidia’s share of China’s AI server chip market fell to 55% in 2025, with Chinese suppliers taking 41%. Both companies warned the partnership could face regulatory and market risks.
2 April 2026
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NVIDIA Corporation Bets $2 Billion on Marvell as Custom AI Chip Race Heats Up

NVIDIA Corporation Bets $2 Billion on Marvell as Custom AI Chip Race Heats Up

Nvidia invested $2 billion in Marvell Technology and expanded their partnership to integrate Marvell’s custom AI chips and networking with Nvidia systems. Marvell shares jumped 7% and Nvidia rose 2.7% after the announcement. The deal includes collaboration on custom processors and silicon photonics for faster, lower-power data transfer. Major tech firms are expected to spend at least $630 billion on AI infrastructure this year.
1 April 2026
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Wall Street Rebounds, but VIX Warning Still Flashes on Iran Relief Hopes

Wall Street Rebounds, but VIX Warning Still Flashes on Iran Relief Hopes

Nvidia invested $2 billion in Marvell Technology and expanded their AI chip partnership, sending Marvell shares up over 12% and Nvidia up 5.5% Tuesday afternoon. Marvell’s custom AI chips and networking gear will integrate with Nvidia’s NVLink Fusion platform. The companies will also collaborate on silicon photonics and AI-RAN for next-generation networks. Marvell traded at $99.06 and Nvidia at $174.23 by 12:55 p.m. PDT.
31 March 2026
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Nvidia Stock Hits 7-Year Valuation Low Even as New AI Orders Roll In

Nvidia Stock Hits 7-Year Valuation Low Even as New AI Orders Roll In

Nvidia shares are trading at their lowest forward price-to-earnings multiple since 2019, nearly 20% below their October peak, despite strong demand and a forecast for 70% earnings growth this year. The stock now trades at about 19.6 times expected earnings, below the S&P 500 average. Amazon Web Services has agreed to buy 1 million Nvidia GPUs by 2027. Some analysts expect Nvidia’s market share to erode as rivals and custom chips gain ground.
30 March 2026
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Nvidia Stock Price Falls 4%: Why Huawei, China Risk and a Nasdaq Correction Matter Now

Nvidia Stock Price Falls 4%: Why Huawei, China Risk and a Nasdaq Correction Matter Now

Nvidia shares fell 4.16% to $171.24 on Thursday, cutting its market value to $4.53 trillion. Huawei’s new 950PR chip, set for mass production next month, has drawn orders from ByteDance and Alibaba. U.S. senators urged a pause on Nvidia exports to China after universities linked to the PLA bought restricted chips. The Nasdaq closed 10.7% below its October peak, confirming a correction.
27 March 2026
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NVIDIA Stock Price Today: NVDA Holds Near $179 as AI Expansion Meets New Competition

NVIDIA Stock Price Today: NVDA Holds Near $179 as AI Expansion Meets New Competition

Nvidia shares traded near $179 early Thursday, holding a $4.53 trillion market value after a 2% gain. The company reported $68.1 billion in fourth-quarter revenue, up 73% year-over-year. Arm’s new data-center CPU announcement sent its shares up 20% Wednesday, highlighting rising competition in AI chips. Nvidia last week detailed a plan to sell 1 million chips to Amazon Web Services by 2027.
26 March 2026
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Denison Mines Corp Stock Holds at $3.51 After Cosa JV Drill Hit as Phoenix Build Nears

Denison Mines Corp Stock Holds at $3.51 After Cosa JV Drill Hit as Phoenix Build Nears

Nvidia traded near $175.20 premarket Wednesday as senators called for a review of its chip export licenses to China and Southeast Asia. The company’s outlook still assumes no China data-center compute revenue. Senators also asked Commerce to investigate whether CEO Jensen Huang’s remarks affected export approvals. Arm launched its first in-house data-center CPU with Meta as lead partner.
25 March 2026
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Stock Market Today

  • Brianne Gardner Highlights Barrick Mining, General Electric, and Visa as Top U.S. and Canadian Large-Cap Picks
    April 30, 2026, 11:55 PM EDT. Brianne Gardner, portfolio manager at Raymond James Ltd, outlines a cautious but positive outlook on North American large-cap stocks. Barrick Mining stands out with its dominant gold assets and strong balance sheet, benefitting from rising copper demand tied to electrification. General Electric and Visa remain favored for their resilience amid shifting market leadership. With energy prices surging above $105 per barrel, inflation concerns keep the U.S. Federal Reserve cautious on rate cuts. The Canadian market shows softness in materials and financials, while energy supports the TSX. Gardner emphasizes selective investment in real economy sectors and long-term themes like AI, navigating a complex environment where stock leadership rotates and opportunities vary.

Latest article

Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

1 May 2026
Sandisk shares dropped about 6% in after-hours trading Thursday despite reporting fiscal Q3 revenue of $5.95 billion, up 251% from a year earlier, and net income of $3.62 billion. The company announced a $6 billion buyback and forecast Q4 revenue of up to $8.25 billion. Gross margin rose to 78.4%. Shares had closed at $1,096.51 before slipping to about $1,030.
Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

1 May 2026
Apple reported fiscal Q2 revenue of $111.2 billion and earnings of $2.01 per share, beating analyst estimates. The board approved a $100 billion share buyback and raised the dividend. Shares fell about 1% after hours as iPhone sales missed forecasts and chip supply remained tight. Investors are watching for clarity on AI strategy and the upcoming CEO transition to John Ternus.
Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

30 April 2026
Nvidia shares dropped 4.6% to $199.57 Thursday as investors reacted to Alphabet and Amazon expanding sales of their own AI chips. Alphabet reported Google Cloud revenue up 63% and began selling TPU chips directly to customers. AMD and Broadcom shares rose 5.1% and 3.0%, respectively. Amazon said its Trainium chip line secured $225 billion in revenue commitments.
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