Browsing Tag
NVIDIA
285 posts
Intel (INTC) surges as Google and Nvidia reportedly turn to it as a backup chipmaker to TSMC
Intel surged ~11% on a report that Google and Nvidia are turning to it as a backup chipmaker to TSMC, with Google reportedly ordering 3M+ TPUs for 2028.
US officials discuss taking equity stakes in major AI companies, following the Intel precedent
US officials have held preliminary talks with major AI firms about government equity stakes, following the Intel precedent. Wedbush calls voluntary stakes manageable.
Corning (GLW) jumps as Amazon becomes the latest tech giant to lock in its AI data center fiber
Corning jumped ~9.5% as Amazon signed a multibillion-dollar US fiber optics deal, the third hyperscaler megadeal in 2026 after Meta and Nvidia, fueling its AI run.
Marvell (MRVL) earns an S&P 500 promotion on the same brutal day its stock fell nearly 17%
Marvell will join the S&P 500 on June 22, but the news landed the day its stock fell 16.7% in the chip rout, after a 50% surge on Huang's "trillion-dollar" call.
SpaceX lands a $30bn Google compute deal as AI’s landlords and tenants blur before its IPO
SpaceX will rent Google ~110,000 Nvidia GPUs for $920M/month, up to $30B through 2029, its second giant compute deal. Even Google needs bridge capacity for AI demand.
Good news, bad market: how 172,000 jobs triggered the worst chip day since 2020
A blowout 172K jobs report sparked Fed rate-hike fears and a chip rout, sending the Nasdaq down 4% and the semiconductor index to its worst day since 2020.
Intel surges as agentic AI revives demand for the server CPUs everyone had written off
Intel jumped ~6% as agentic AI revives server CPU demand, with the GPU-to-CPU ratio shifting toward 1:1. The stock is up ~450% in a year, but analysts urge caution.
Navitas (NVTS) soars on Nvidia power partnership as AI data centers chase the next bottleneck
Navitas soared 20%+ on a collaboration with Nvidia's MGX ecosystem for 800V AI data center power. Bulls see the next bottleneck; skeptics see $8.6M in revenue.
Marvell (MRVL) soars 32% to a record after Jensen Huang calls it the next trillion-dollar company
Marvell soared 32% to a record after Nvidia's Jensen Huang called it the next trillion-dollar company, citing AI connectivity. But it's still about 4x from $1T.
Fluence Energy (FLNC) rockets as AI data center power demand makes it a battery storage favorite
Fluence Energy spiked up to 50% after Siemens put its storage in an Nvidia AI data center design, plus a record $10.1B backlog. Bulls and skeptics now face off on FLNC.