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NVIDIA 24 April 2026 - 15 May 2026

Why Nvidia Stock Is Down Today: China H200 Deal Hopes Hit A Wall Before Earnings

Why Nvidia Stock Is Down Today: China H200 Deal Hopes Hit A Wall Before Earnings

Nvidia slipped early Friday in New York, dropping 2.8% to $229.12 and snapping a weeklong surge that had taken it to new records. Investors pulled back, dialing down expectations for an immediate win in China chip sales. Shares finished Thursday at $235.75. This shift is notable: Nvidia once more stands out as the market’s top AI play. Barron’s pointed out the stock climbed roughly 20% over a seven-day rally—driven by bullishness over AI investment, hopes for China business, and anticipation ahead of next week’s earnings.
15 May 2026
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Nvidia Stock Hits Record as U.S. Clears H200 China Sales — But No Chips Have Shipped

Nvidia Stock Hits Record as U.S. Clears H200 China Sales — But No Chips Have Shipped

Nvidia Corp. stock jumped Thursday, following U.S. approval for roughly 10 Chinese companies to purchase its H200 AI chips. Still, none of the chips have actually shipped, with the much-anticipated China sales opportunity hanging in limbo—caught between green lights from Washington and continued hesitation out of Beijing. It’s a key moment as Chief Executive Jensen Huang visits Beijing alongside a U.S. delegation, with investors eager for signs Nvidia might claw back some China business ahead of its May 20 quarterly report. The company plans to break down fiscal first-quarter results next Wednesday; written comments from the CFO will land before the call.
14 May 2026
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Ouster Stock Jumps 26% After Nvidia DRIVE Qualification Puts Rev8 Lidar in Spotlight

Ouster Stock Jumps 26% After Nvidia DRIVE Qualification Puts Rev8 Lidar in Spotlight

Ouster Inc. shares shot higher Wednesday afternoon following news that its fresh Rev8 OS lineup of digital lidar sensors secured qualification for NVIDIA’s DRIVE Hyperion platform for autonomous vehicles. Shares jumped roughly 26% to $34.17, with more than 14 million changing hands so far, per market data. That run-up pushed the San Francisco company’s market cap to around $2.1 billion.
13 May 2026
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Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

AI stocks weren’t reacting to the usual chip unveil or a flashy new model this time. It was all about access. Nvidia’s Jensen Huang landing a spot on Trump’s China delegation sent a clear message—traders saw a possible opening, maybe some movement on advanced AI-chip sales between the U.S. and China. Nasdaq 100 futures climbed 0.82% as of 05:35 a.m. ET. The Dow futures, though, edged lower, underscoring how specific the buying was. This comes into focus as Nvidia faces ongoing hurdles getting approval to sell its H200 AI chips in China. A reversal in policy wouldn't impact revenue overnight. What would shift is how markets value the stock: China could go back to being seen as an unlockable opportunity, not just a ceiling. Trump talked about urging Xi Jinping to “open up” China to U.S. business, Nvidia right there at the table.
13 May 2026
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Ouster Stock Jumps as NVIDIA Tie-Up Tests the Line Between Real Demand and Rich Valuation

Ouster Stock Jumps as NVIDIA Tie-Up Tests the Line Between Real Demand and Rich Valuation

Ouster shares climbed ahead of Wednesday’s bell, buoyed by news that its latest Rev8 OS digital lidar sensors secured qualification for NVIDIA DRIVE Hyperion—a move investors read as opening new doors for the company in autonomous vehicles. The stock ended Tuesday up 1.1% at $27.10, after trading in a range from $24.76 to $28.55. In early premarket action, it was quoted at $28.75, up 6.1% from Tuesday’s finish. The price action was simple enough—though a big financial win isn’t a sure thing yet. Lidar, which stands for light detection and ranging, builds a 3D map by firing out laser pulses. Ouster is betting that its Rev8 model stands out by adding native color, giving systems access to both depth info and a visual layer. By securing qualification for NVIDIA DRIVE Hyperion, Rev8 cleared NVIDIA’s sensor-compatibility bar and can now plug data directly into the DriveWorks stack. That lowers the hassle for autonomous-vehicle engineers working off of NVIDIA’s standard toolkit.
13 May 2026
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Nvidia’s Record Run Hinges on China Access and a May 20 Earnings Test

Nvidia’s Record Run Hinges on China Access and a May 20 Earnings Test

Nvidia heads into Wednesday’s U.S. session with investors zeroed in on a single issue: will China actually deliver fresh revenue, or is this just more fuel for a stock that’s already hovering close to record highs? Nvidia wrapped up Tuesday at $220.78, setting a new record close across multiple market-data sources after touching $223.75 intraday. That jump stands out. Since ending May 5 at $196.50, the stock has surged about 12% over just five sessions—a swift climb for a company with a market cap north of $5 trillion.
13 May 2026
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Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia was last seen trading close to $222, up roughly 1.2%. It opened at $218.46 and touched a low of $216.33. Monday's close came in at a record $219.44, marking four consecutive advances for the chipmaker. Its price-to-earnings ratio sat near 54, meaning investors are paying that much for each dollar of profit. Investors are once again viewing Nvidia as the purest play on AI infrastructure demand, helping to push the chart higher. Bernstein’s Stacy Rasgon told MarketWatch that big capital spending from hyperscalers—those massive cloud and platform players—shows appetite for Nvidia chips hasn’t let up. He also flagged the stock’s earlier lag versus certain AI supply chain names, calling that a “divergence.”
12 May 2026
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Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Early Monday, Nvidia shares climbed, rekindling debate around a possible stock split as traders shifted focus from the implications of a lower share price to the looming earnings report. Shares lately traded at $219.51, up 2.0%, putting Nvidia’s market cap near $5.38 trillion. This comes just nine days ahead of Nvidia’s next company update. According to its investor calendar, the first-quarter fiscal 2027 results are slated for May 20, 2 p.m. PT. That puts earnings—not a split confirmation—as the event to watch.
11 May 2026
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IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Ltd. dropped in U.S. premarket action Monday, after the AI cloud and data-center firm announced plans for a $2 billion convertible-note offering. Shares, which had recently surged on Nvidia-related headlines, traded at $55.43—off 9.43%—as of 8:17 a.m. New York time, according to Markets Insider. This shift reframes the conversation for IREN. Only days ago, the market was focused on Nvidia’s public backing of IREN’s infrastructure. Now, attention has swung to the looming question of just how much cash IREN has to raise to get those projects off the ground. Nvidia secured a five-year option to snap up as many as 30 million IREN shares at $70 apiece, tied to its broader plan to roll out up to 5 gigawatts of AI infrastructure.
11 May 2026
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Nvidia Stock Week Ahead: NVDA Nears Record as AI Deals and Inflation Data Test the Rally

Nvidia Stock Week Ahead: NVDA Nears Record as AI Deals and Inflation Data Test the Rally

Nvidia shares approach the week just shy of all-time highs, as recent AI infrastructure agreements with IREN and Corning reignite debate about the staying power of demand for Nvidia’s chips, systems, and data-center hardware—and whether it can keep outpacing what investors already have priced in. Timing is critical here. Nvidia finished Friday at $215.20, adding 1.75%—just shy of its April 27 record close at $216.61. Market cap stood near $5.27 trillion, according to market data. With the next earnings report on May 20 looming, the shares have almost no buffer for disappointment.
10 May 2026
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Corning Stock Is Suddenly an AI Trade: Inside Nvidia’s $500 Million Fiber Bet

Corning Stock Is Suddenly an AI Trade: Inside Nvidia’s $500 Million Fiber Bet

CORNING, New York, May 7, 2026, 06:03 EDT Shares of Corning Incorporated jumped ahead of Thursday’s U.S. open, climbing almost 12% to $181.57 after Nvidia disclosed a $500 million warrant stake in the glass and fiber specialist. The companies also unveiled a multiyear agreement to ramp up U.S. manufacturing of optical equipment for AI-focused data centers. Nvidia, meanwhile, traded up 5.7% at $207.83.
7 May 2026
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Nvidia Stock’s AI Lead Just Got a Harder Test as AMD Surges and Alphabet Closes In

Nvidia Stock’s AI Lead Just Got a Harder Test as AMD Surges and Alphabet Closes In

Nvidia shares come under the microscope Wednesday, with an AMD-driven surge across chip stocks underscoring changing AI investment trends. Bloomberg notes Nvidia has shed 9% over six sessions since its April 27 record close, even as the Philadelphia semiconductor index climbed over 5% in that span. Investors’ appetite for artificial intelligence remains clear. What’s less certain is how tightly that capital will stay linked to Nvidia’s GPUs—the backbone for training big AI models—or whether some of it shifts toward CPUs, the catch-all chips running servers everywhere.
6 May 2026
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Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

SANTA CLARA, California, May 3, 2026, 12:01 Nvidia’s focus on “physical AI”—that is, artificial intelligence powering robots, vehicles, and factory systems operating in the real world—has been pulling more attention to the chipmaker, especially as Asian suppliers take on a larger role in its supply chain. Bloomberg data put Asian firms at roughly 90% of Nvidia’s production costs now, a jump from about 65% a year ago.
3 May 2026
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NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

The Pentagon has approved Nvidia, along with six other AI firms, to roll out sophisticated artificial intelligence tools across classified U.S. military systems—another strategic gain for the chipmaker as federal agencies shift from pilot projects to real-world deployment. Google, Microsoft, and Amazon Web Services are also on the list. Timing is key here. The Pentagon plans to deploy the systems within Impact Level 6 and 7 settings—those are its classified, secure network environments—as part of an effort to broaden its vendor base and reduce reliance on one AI supplier. So far, over 1.3 million personnel have accessed its GenAI.mil platform in just five months, according to the department.
1 May 2026
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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 dropped 4.6% Thursday, buckling despite fresh Big Tech earnings suggesting AI investment is still climbing. The catch? Investors zeroed in on a growing threat—key Nvidia customers are rolling out or marketing their own competing chips. Nvidia closed regular trading at $199.57. AMD added 5.1%, Broadcom picked up 3.0%. This shift is significant: the AI story has moved past simply tracking Microsoft, Alphabet, Amazon, and Meta’s continued investment in data centers—they’re all still pouring money in. The real question: Will Nvidia’s GPUs, which power the training and operation of AI models, keep soaking up that investment? Or do cloud giants start steering more of those dollars into their own custom chips?
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

SANTA CLARA, California, April 30, 2026, 07:02 PDT Marvell Technology, more known for its data-center backbone gear than headline-grabbing AI processors, drew fresh attention Thursday. The stock jumped about 3% early in the U.S. session, riding momentum from strong Big Tech earnings that sparked fresh wagers on higher AI outlays. Nvidia slipped 1.6%. Its lead in AI remains clear, though traders are scanning the landscape for what’s next.
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 climbed once more on Monday afternoon, lifting its market cap to roughly $5.27 trillion after Friday’s record finish nudged the stock back above $5 trillion. Shares hovered around $215, up 3.3%, as traders continued snapping up the heavyweight in AI chips. This shift comes right ahead of a packed earnings stretch for tech’s heavyweight spenders on AI infrastructure. Amazon, Alphabet, Meta, Apple, and Microsoft all have results on deck. Investors will be parsing every detail on capex—think data centers, servers, chips—to gauge just how strong Nvidia demand really is.
27 April 2026
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Stock Market Today

  • Marvell Technology (MRVL) Up 154% in 3 Months as AI Demand Lifts Shares
    July 2, 2026, 12:38 PM EDT. Shares of Marvell Technology (MRVL) have surged 154% over the past three months, far ahead of the sector and chip industry indexes. The rally is being driven by heavy demand for AI data center products, especially around networking and optics. MRVL is now projecting its interconnect unit to climb more than 70% year-over-year in fiscal 2027, with products like TIAs, drivers and scale-out switches seen hitting billion-dollar revenue levels. Shares now trade at a forward 12-month price-to-sales ratio of 17.42, topping the semiconductor industry's average of 10.12, raising some valuation questions. Marvell posted record operating cash flow of $638.8 million in Q1 fiscal 2027, showing better margins. Analysts now look for 42.3% earnings growth in fiscal 2027 following upward estimate moves.
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