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NVDA stock news & analysis

Everything Pomegra has published on NVDA: 30 news articles and 30 market briefs, newest first.

Market briefs on NVDA

NVDA news

Asian Chip Stocks Slide as Nvidia Turmoil Hits Taiex
Technology
MAJOR
21m ago6 min read

Asian Chip Stocks Slide as Nvidia Turmoil Hits Taiex

Asian chip stocks sold off sharply on Nov 12: Taiwan's Taiex fell 2.63% as Nvidia's leadership crisis hit TSMC, while SK Hynix slipped 1.8% and Samsung rose.

AMD, Broadcom Rise as AI Stocks Rotate Away From Nvidia
Technology
MAJOR
1h ago6 min read

AMD, Broadcom Rise as AI Stocks Rotate Away From Nvidia

AMD gained about 3% to 4% and Broadcom 5% to 6% on Nov. 12 as investors shifted out of Nvidia after CEO Jensen Huang resigned, and William Blair upgraded AMD to outperform.

Nvidia CEO Huang Resigns; Kress Interim CEO in 2026
Technology
SEISMIC
2h ago5 min read

Nvidia CEO Huang Resigns; Kress Interim CEO in 2026

Nvidia CEO Jensen Huang resigned effective immediately, CFO Colette Kress is interim chief, and the stock fell as market value dropped below $4 trillion.

Cerebras (CBRS) Q3 2026 Earnings: What to Watch
Technology
NOTABLE
4h ago5 min read

Cerebras (CBRS) Q3 2026 Earnings: What to Watch

Cerebras reports Q3 2026 results after the close Thursday, with about $215 million in revenue expected and OpenAI demand and margins in focus after a 57% slide in three months.

Commerce Rule Targets China's Offshore AI Chip Rentals
Policy & Regulation
MAJOR
6h ago6 min read

Commerce Rule Targets China's Offshore AI Chip Rentals

The Commerce Department is finalizing a rule to bar Chinese AI firms from renting Nvidia chips in offshore data centers, ahead of the Trump-Xi APEC meeting.

STOXX 600 Record Close: DAX Up 1.2% on Earnings
Markets
NOTABLE
7h ago6 min read

STOXX 600 Record Close: DAX Up 1.2% on Earnings

The STOXX 600 closed at a record 663.05 as the DAX rose 1.2%, with strong earnings and easing Mideast tensions lifting European equities.

Corning (GLW) Surges 10% on Jefferies AI Optical Call
Technology
NOTABLE
11h ago5 min read

Corning (GLW) Surges 10% on Jefferies AI Optical Call

Corning (GLW) rose as much as 10% after Jefferies initiated at Buy with a $134 target, framing it as an AI optical-fiber play, not a phone-glass story.

AI Stocks Slide as Data-Center Backlash Sweeps Midterms
Technology
MAJOR
17h ago7 min read

AI Stocks Slide as Data-Center Backlash Sweeps Midterms

AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.

Stock Market Today: S&P 500 Hits 7,619 as AI Trade Returns
Markets
NOTABLE
20h ago6 min read

Stock Market Today: S&P 500 Hits 7,619 as AI Trade Returns

The S&P 500 rose 1.3% to 7,619 and the Nasdaq gained 1.6% on Wednesday as CoreWeave earnings and Anthropic's IPO outlook revived the AI trade on Wall Street.

CoreWeave Q3 2026: Stock Jumps as Backlog Hits $132.5B
Technology
MAJOR
1d ago6 min read

CoreWeave Q3 2026: Stock Jumps as Backlog Hits $132.5B

CoreWeave raised 2026 revenue guidance to $13.0-13.3B after Q3 sales of $3.66B beat estimates, sending shares up about 20% as backlog reached $132.5B.

TSMC October Revenue Jumps 59.7% on AI Chip Demand
Technology
MAJOR
1d ago6 min read

TSMC October Revenue Jumps 59.7% on AI Chip Demand

TSMC (TSM) posted record October revenue of NT$586.89 billion, up 59.7% from a year earlier, lifting its shares as AI chip demand powered an Asian tech rebound.

OpenAI Q3 2026 Revenue Tops $10B as Loss Widens to $10.9B
Technology
MAJOR
1d ago5 min read

OpenAI Q3 2026 Revenue Tops $10B as Loss Widens to $10.9B

OpenAI's Q3 2026 revenue topped $10 billion, up about 50% from Q2, but its operating loss widened to $10.9 billion, testing the economics behind AI stocks.

Nvidia Stock Hits Lowest Since March After Huang Probe
Technology
MAJOR
1d ago4 min read

Nvidia Stock Hits Lowest Since March After Huang Probe

Nvidia (NVDA) shares fell about 4% Monday and 5.5% Tuesday to a low since March as the board probes CEO Jensen Huang and a new shareholder suit lands.

KOSDAQ jumps 5% as AI stocks rebound, triggering sidecar
Technology
NOTABLE
1d ago5 min read

KOSDAQ jumps 5% as AI stocks rebound, triggering sidecar

South Korea's tech-heavy KOSDAQ surged about 5% on Wednesday, triggering a buy sidecar as AI stocks rebounded across Asia ahead of Nvidia's earnings next week.

MSFT Falls 3% as Anthropic Launches Claude Sheets
Technology
MAJOR
1d ago5 min read

MSFT Falls 3% as Anthropic Launches Claude Sheets

Microsoft shares fell about 3% after Anthropic unveiled Claude Sheets, Whiteboards and Data, AI workplace tools aimed at Office and Excel ahead of its IPO.

Treasury 10-Year Auction Clears at 5.02% on Weak Demand
Economy
MAJOR
1d ago6 min read

Treasury 10-Year Auction Clears at 5.02% on Weak Demand

The $42 billion 10-year Treasury auction cleared at 5.02% with its widest tail since February as foreign demand fell most since 2016, lifting rate fears.

Waller Backs December Fed Rate Hike, Eyes 50 bps if CPI Hot
Economy
MAJOR
1d ago4 min read

Waller Backs December Fed Rate Hike, Eyes 50 bps if CPI Hot

Fed Governor Waller backs a December hike and is open to 50 basis points after a hot core CPI print, lifting fed rate bets to about 15% for a half-point move.

Securitize (SECZ) Q3 2026: Shares Rise 10% on Results
Business & Earnings
NOTABLE
2d ago5 min read

Securitize (SECZ) Q3 2026: Shares Rise 10% on Results

Securitize (NYSE: SECZ) rose about 10% after hours on its third-quarter results, as tokenized assets on its platform grew 9% to $4.8 billion.

Coherent Jumps 17% as AI Stocks Rebound, Leading S&P 500
Technology
MAJOR
2d ago7 min read

Coherent Jumps 17% as AI Stocks Rebound, Leading S&P 500

Coherent rose 16.8% and Monolithic Power 16.6% on Nov. 9 as AI stocks rebounded from a sharp selloff, with Teradyne up 12.7% and the S&P 500 up 2.35%.

CoreWeave (CRWV) Q3 2026: Debt and Backlog in Focus
Technology
MAJOR
2d ago5 min read

CoreWeave (CRWV) Q3 2026: Debt and Backlog in Focus

CoreWeave reports Q3 2026 results after the bell as investors weigh $3.5B in expected revenue against heavy debt, interest costs and a $104B backlog.

Google TPU 8tx and 8i Max Widen Challenge to Nvidia
Technology
MAJOR
2d ago5 min read

Google TPU 8tx and 8i Max Widen Challenge to Nvidia

Google's new TPU 8tx and TPU 8i Max chips, plus a customer base nearing 100 that includes Apple, Meta and Oracle, widen its push against Nvidia in AI hardware.

Nvidia (NVDA) Falls 4% as Board Probes CEO Huang Affair
Technology
MAJOR
2d ago5 min read

Nvidia (NVDA) Falls 4% as Board Probes CEO Huang Affair

Nvidia shares fell 4.3% to $178.67 after its board opened an inquiry into CEO Jensen Huang's ties to a suspected Chinese spy, and a class action followed.

Broadcom (AVGO) Jumps 9% as Chip Stocks Rebound
Technology
MAJOR
2d ago4 min read

Broadcom (AVGO) Jumps 9% as Chip Stocks Rebound

Broadcom (AVGO) climbed 8.8% to $319.48 on Nov. 9 as AI stocks rebounded and the Philadelphia semiconductor index logged its best day since late July.

Dow Jumps 1,104 Points as Oil Slides, AI Rout Pauses
Markets
MAJOR
2d ago5 min read

Dow Jumps 1,104 Points as Oil Slides, AI Rout Pauses

Wall Street posted its best day since April on Monday, with the Dow up 2.2% as Brent crude fell below $93 and chip stocks rebounded.

AMD Stock Jumps 8% on Oppenheimer Upgrade to Outperform
Technology
NOTABLE
3d ago5 min read

AMD Stock Jumps 8% on Oppenheimer Upgrade to Outperform

AMD shares rose about 8% to near $487 on Monday after Oppenheimer upgraded the chipmaker to Outperform with a $600 target, citing record Q3 results and AI data-center demand.

China PPI Jumps 5.7% in October as Consumer Prices Lag
Economy
MAJOR
3d ago6 min read

China PPI Jumps 5.7% in October as Consumer Prices Lag

China's October producer prices rose 5.7%, the fastest since June 2022, while consumer inflation eased to 0.7%, as Asian equities rebounded on Monday.

CoreWeave Q3 2026 Earnings: A Test for AI Stocks
Technology
MAJOR
3d ago5 min read

CoreWeave Q3 2026 Earnings: A Test for AI Stocks

CoreWeave (CRWV) reports third-quarter results Tuesday after a roughly 50% monthly slide, with debt costs and AI neocloud demand in focus for AI stocks.

Bitcoin Below $76,000 as ETF Outflows Hit $1.28B
Markets
MAJOR
3d ago6 min read

Bitcoin Below $76,000 as ETF Outflows Hit $1.28B

Bitcoin stalls below $76,000 as spot ETFs shed $1.28 billion in a week and altcoins slide, tracking the risk-off mood across financial markets today.

Democrats' Midterm Sweep Hits Tesla, Chip Stocks
Markets
MAJOR
3d ago7 min read

Democrats' Midterm Sweep Hits Tesla, Chip Stocks

Democrats' midterm sweep revived fears of tougher AI data center rules, driving a selloff in Tesla, SpaceX, Palantir and chip stocks and a Nasdaq correction.

AI Stocks Rout: Dow Falls 1,800, Nasdaq in Correction
Markets
MAJOR
3d ago6 min read

AI Stocks Rout: Dow Falls 1,800, Nasdaq in Correction

AI stocks sank Thursday as the Dow lost 1,833 points and the Nasdaq entered a correction, wiping $1 trillion off big tech. Friday's rebound was partial.