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NVIDIA 21 July 2025 - 5 October 2025

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.
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.
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.
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.
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.
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.
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
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.
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
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.
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.
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
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
NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s Epic August 2025: Record AI Earnings, Next-Gen Chips & Game-Changing Deals

Nvidia reported Q2 FY2026 revenue of about $45 billion, up 50% from a year earlier, driven by record data-center sales. The company’s market value briefly topped $4 trillion in mid-2025. Nvidia launched Blackwell-based GPUs and GeForce RTX 50-series hardware, while U.S. export controls on China continued to impact its data-center business, which now accounts for roughly twice Intel’s comparable revenue.
21 August 2025
Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia is developing the B30A, a China-only AI chip based on Blackwell architecture, expected to outperform the H20 while meeting U.S. export rules. The B30A uses a single-die design and offers about half the computing power of Nvidia’s B300. Nvidia plans to send samples to Chinese firms by September. The company’s China AI accelerator market share has dropped to around 50% since export restrictions began.
19 August 2025
AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

Nvidia became the first public company to hit a $4 trillion market cap, closing above the milestone in early July. AMD shares dropped over 5% after data-center chip revenue missed forecasts, while Super Micro Computer fell 18% on weaker guidance. Palantir raised its 2025 sales outlook after Q2 revenue hit $1 billion. OpenAI released GPT-5 and is seeking a $40 billion funding round led by SoftBank, valuing the company at about $500 billion.
18 August 2025
NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA’s Blackwell B200 GPU offers 180 GB HBM3e and up to 18 PFLOPS FP4, with DGX B200 systems priced around $515,000 and delivering up to 15× inference gains over DGX H100. AMD’s MI350X features 288 GB HBM3e, up to 10 PFLOPS FP4/FP6, and ships in 2025 at about $25,000 per GPU. Google’s TPU v6e, available on Google Cloud, delivers 918 TFLOPS BF16 per chip and scales to 256-chip pods.
GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

NVIDIA’s RTX 4090 remains the fastest widely available gaming GPU in mid-2025, despite the RTX 5090’s limited supply. AMD’s RX 7900 XTX, priced at $999, competes closely with the RTX 4080 and sometimes outperforms it in rasterization. Intel’s Arc B580, launched in late 2024 at $350, reportedly beats the RTX 4070 in some tests. All three vendors now support AV1 encoding and frame generation technologies.

Stock Market Today

  • S&P/TSX Composite Index April Rally and Analysts' Stock Forecasts
    May 1, 2026, 7:37 AM EDT. In April, the S&P/TSX Composite Index rebounded 3.7%, nearly recovering March's 4.6% loss. Top sector performers included health care (+13%), financials (+10.1%), and industrials (+6.3%). Year-to-date, the index is up 7.1%, led by double-digit gains in energy (+31.5%) and utilities (+10.3%). The strongest individual stock rallies featured BlackBerry (+63%) and Curaleaf Holdings (+59%). Analysts raised target prices notably for energy stocks such as Vermilion Energy (+31%) and Parex Resources (+29%), alongside industrials like Bird Construction (+21%). The index trades at a price-to-earnings ratio of 16.4 times 2026 earnings estimates, down from 17.8 last month, reflecting increased earnings growth expectations of 24.9% over the next 12 months.

Latest article

Exxon and Chevron Beat Earnings, But the Iran War Left a Bigger Mark Than Oil Prices Show

Exxon and Chevron Beat Earnings, But the Iran War Left a Bigger Mark Than Oil Prices Show

1 May 2026
Exxon Mobil and Chevron beat first-quarter earnings forecasts despite lower reported profits, citing disruptions from the Iran war. Exxon’s adjusted earnings reached $1.16 per share, while Chevron posted $1.41 per share. Exxon’s free cash flow was $2.7 billion; Chevron’s was negative $1.5 billion. Both companies said timing effects from unsettled oil shipments weighed on results.
Old National Bancorp Stock Gets a $5.9 Million Comerica Signal as Buybacks Take Focus

Old National Bancorp Stock Gets a $5.9 Million Comerica Signal as Buybacks Take Focus

1 May 2026
Comerica Bank increased its stake in Old National Bancorp by 27.8% in Q4, now holding 263,057 shares worth about $5.87 million, according to a Friday 13F filing. Old National reported Q1 net income of $229.6 million, net interest income of $580.4 million, and total loans of $49.8 billion. The bank repurchased 3.9 million shares and returned $151 million to shareholders. Shares last traded at $23.97.
Stock Market Today: Apple Jump Lifts Dow and S&P Futures — Nasdaq Slips as Oil Risk Builds

Stock Market Today: Apple Jump Lifts Dow and S&P Futures — Nasdaq Slips as Oil Risk Builds

1 May 2026
Dow and S&P 500 futures edged higher early Friday, while Nasdaq 100 futures slipped. Apple shares rose pre-market after reporting their strongest quarterly sales growth in over four years. Reddit jumped on an upbeat revenue forecast, while Roblox fell after cutting its annual bookings outlook. Brent crude climbed to $111.53 a barrel as Middle East tensions continued to disrupt energy flows.
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