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NVIDIA 26 August 2025 - 14 October 2025

Navitas Semiconductor (NVTS) Stock Skyrockets 27% on Nvidia AI Breakthrough – Is a Major Rally Just Beginning?

Navitas Semiconductor (NVTS) Stock Skyrockets 27% on Nvidia AI Breakthrough – Is a Major Rally Just Beginning?

Navitas Semiconductor shares jumped 21% on Oct. 13, 2025, after announcing new GaN/SiC power chips for NVIDIA’s 800V AI data-center architecture. The stock rose to nearly $12.71 in after-hours trading, up 27% on the day. Navitas reported Q2 revenue of $14.5 million, down 29% year-over-year, and expects Q3 sales of about $10 million. CEO Chris Allexandre took over in September, shifting focus to AI data centers and EVs.
14 October 2025
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NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

NVIDIA shares traded near $183 with a market cap of $4.45 trillion, after peaking at $195.62 on Oct. 9, 2025. Q2 FY2026 revenue hit $46.7 billion, up 56% year over year, with data center sales at $41.1 billion. The company agreed to supply 10 gigawatts of GPU power to OpenAI and invest up to $100 billion in its next-gen models. Gaming revenue rose 49% to $4.3 billion, while automotive revenue reached $586 million.
13 October 2025
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Nvidia’s $2B Bet on Reflection AI Shakes Up the Global AI Race

Nvidia’s $2B Bet on Reflection AI Shakes Up the Global AI Race

Reflection AI has raised $2 billion in new funding led by Nvidia, boosting its valuation to about $8 billion from $545 million in March. Founded in 2024 by ex-DeepMind researchers, the startup is developing open-source AI models to rival China’s DeepSeek. Nvidia reportedly invested up to $500 million, with backing from Lightspeed, Sequoia, DST Global, and 1789 Capital. The round was oversubscribed amid intense investor demand.
9 October 2025
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Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Nvidia’s $4 Trillion AI Juggernaut: Record Stock Surge, Mega Deals & What’s Next for NVDA

Nvidia’s stock hit a record high in October 2025, briefly surpassing a $4 trillion market cap and overtaking Apple and Microsoft. Quarterly revenue jumped 56% to $46.7 billion, driven by soaring AI chip demand. The company announced a $100 billion partnership with OpenAI and took a $5 billion stake in Intel. AMD’s new deal with OpenAI sent its shares up 24%, while Nvidia’s slipped 1% on competitive concerns.
7 October 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s AI Juggernaut: What You Need to Know About NVDA After the $100 Billion OpenAI Deal and Its Record Rally (Oct 2025)

Nvidia closed at $187.62 on Oct 3, with a $4.5 trillion market cap and Q2 FY2026 revenue of $46.7 billion, up 56% year over year. The company committed up to $100 billion in OpenAI for non-voting equity in September. On Oct 6, AMD announced a multi-year deal to supply 6 GW of AI GPUs to OpenAI, with expected revenue exceeding $100 billion over four years. Analysts’ consensus price target for Nvidia stands at $211.
6 October 2025
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Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Nvidia’s market value topped $4 trillion in October 2025, briefly making it the world’s most valuable company. The company announced a $100 billion partnership with OpenAI to supply millions of GPUs for next-gen AI infrastructure. Quarterly revenue jumped 56% to $46.7 billion, driven by AI chip demand. Nvidia also expanded alliances in Japan and launched new robotics AI tools.
5 October 2025
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AI Stocks Frenzy: Nvidia’s $100B Bet & Other Big Moves Ignite Markets (Sept 28–29, 2025)

AI Stocks Frenzy: Nvidia’s $100B Bet & Other Big Moves Ignite Markets (Sept 28–29, 2025)

NVIDIA said it plans to invest up to $100 billion in OpenAI, sending its shares to record highs and sparking antitrust warnings. Alphabet reached a $3 trillion valuation after a key court win, while Alibaba stock surged 10% on new AI initiatives. U.S. and EU regulators stepped up scrutiny, and Asian chip stocks fell on U.S. export curbs. Major indexes stayed near highs as AI optimism and fiscal stimulus fueled gains.
29 September 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $100 Billion OpenAI Power Play Sparks Antitrust Showdown

Nvidia will invest up to $100 billion in OpenAI, securing a long-term deal to supply chips for next-generation AI models. The alliance, announced September 22, aims to deploy 10 gigawatts of AI supercomputing capacity. U.S. regulators have opened antitrust inquiries, citing concerns the partnership could stifle competition and limit access to AI hardware.
23 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $100 Billion Bet on OpenAI: Inside the 10 Gigawatt AI Supercomputer Alliance

Nvidia will invest up to $100 billion in OpenAI to build AI data centers totaling at least 10 gigawatts, among the largest infrastructure deals in the sector. The first 1 GW phase is set to launch in the second half of 2026 using Nvidia’s new Vera Rubin platform. The partnership gives OpenAI priority access to Nvidia hardware and a financial stake for Nvidia. News of the deal sent Nvidia shares to record highs.
22 September 2025
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Nvidia vs. Intel vs. AMD: Epic AI Chip Stock Showdown 2025 🚀💰

Nvidia vs. Intel vs. AMD: Epic AI Chip Stock Showdown 2025 🚀💰

Nvidia and AMD shares have each climbed about 30% in 2025, while Intel has surged nearly 48% from last year’s lows. Nvidia’s market cap topped $4 trillion as its GPUs captured 94% of the graphics processor market. AMD posted 32% year-over-year Q2 revenue growth and gained CPU share from Intel. Intel rebounded with government backing and a new partnership with Nvidia.
21 September 2025
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AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

Shockwaves in Silicon: Nvidia’s AI Chip Ban in China Escalates the Tech Cold War

China’s internet regulator has ordered tech giants including Alibaba and ByteDance to stop buying and testing Nvidia’s latest RTX 6000D AI chips, escalating restrictions on U.S. chipmaker sales. The move follows tightened U.S. export controls and affects about 13% of Nvidia’s sales. Nvidia’s stock dropped 3% on the news. Chinese firms are turning to domestic chips and alternatives.
17 September 2025
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Nvidia’s Unreleased GTX 2080 Ti Prototype – A More Powerful Turing Flagship That Never Launched

Nvidia’s Unreleased GTX 2080 Ti Prototype – A More Powerful Turing Flagship That Never Launched

A Reddit user found a rare engineering sample of an unreleased “GeForce GTX 2080 Ti” with 12 GB VRAM and a 384-bit bus, outpacing the retail RTX 2080 Ti’s 11 GB and 352-bit bus. Despite higher specs, benchmark performance matched the standard card, likely due to driver or BIOS limits. The prototype includes ray tracing cores and ran 3DMark Port Royal successfully. Nvidia never released it, possibly due to yield, cost, or branding concerns.
17 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Arms Race: Nvidia’s Dominance, Broadcom’s Bold Move, and the Future of Silicon Supremacy

Nvidia controls 80–90% of the AI chip market, with its GPUs like the $40,000 H100 driving company value past $1 trillion in 2023. OpenAI is co-designing custom chips with Broadcom, placing a $10 billion order and aiming for 2026 production. Global data center AI chip spending soared from $17 billion in 2022 to $125 billion in 2024. The U.S. has tightened export controls on advanced AI chips to China, prompting domestic chip efforts.
5 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

NVIDIA’s market value topped $4 trillion in early September 2025, surpassing Apple and Microsoft to become the world’s most valuable tech company. The company reported $46.7 billion in Q2 sales, with 88% from AI data center chips, and now supplies 92% of data center GPUs used for AI. NVIDIA’s trailing 12-month revenue hit $165.2 billion, with net income at $86.6 billion.
4 September 2025
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AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

Alibaba shares jumped nearly 19% in Hong Kong on Sept. 1, adding $50 billion in value after reporting a surge in AI and cloud revenues. Nvidia stock fell 2% post-earnings on a weak outlook excluding China, despite CEO Jensen Huang’s bullish AI forecast. The Nasdaq-100 slipped as AI stocks sold off and OpenAI’s Sam Altman warned of investor overexcitement. AI-focused ETFs saw volatile swings amid sector jitters.
1 September 2025
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AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

Nvidia stock fell about 4% despite strong sales, as China risks and high expectations weighed. Dell plunged up to 10% after warning of shrinking AI profit margins. Marvell dropped 18–19% on weak guidance, while Alibaba soared 13% on surging AI cloud revenue and a new data center chip. The PHLX Semiconductor Index lost about 3% amid a broad tech selloff.
31 August 2025
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Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

Nvidia launched the GeForce RTX 50-series at CES 2025, led by the $1,999 RTX 5090 and $999 RTX 5080, available January 30. The RTX 5090 features 21,760 CUDA cores, 32GB GDDR7 memory, and a 575W power draw. Nvidia claims up to 2× performance over the 40-series with DLSS 4, though independent tests show about 30% faster traditional rendering at 4K. Early demand pushed RTX 5090 street prices to $2,399.
26 August 2025
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AI Stock Frenzy: Nvidia’s ‘Robot Brain’, Cloud Mega-Deals & Tesla’s Autopilot Shock (Aug 25–26, 2025 Roundup)

AI Stock Frenzy: Nvidia’s ‘Robot Brain’, Cloud Mega-Deals & Tesla’s Autopilot Shock (Aug 25–26, 2025 Roundup)

Nvidia launched the $3,499 Jetson AGX Thor developer kit on August 25, 2025, offering 7.5 times the AI compute of its Orin chip. Nvidia shares rose 1.96% to $181.48, while Cambricon Technologies in China surged 11.4% after strong earnings. Google Cloud signed a $10 billion, six-year deal with Meta for AI infrastructure. Tesla faces a $243 million Autopilot verdict and began shipping robotaxi vehicles in Austin.
26 August 2025
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