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Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports

Aug 14 (Reuters) - Nvidia has revised its plans to support a proposed OpenAI data center project in ‌Ohio and is now expected to initially guarantee less ‌than $120 billion, down from the $250 billion previously discussed, the Wall Street Journal ​reported on Friday, …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Third Point Exited Nvidia and Broadcom, Made New Bet on Warner Bros. Discovery in Second Quarter

The investment firm shifted away from some of the market’s biggest semiconductor winners in the second quarter. Continue Reading

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia discloses big stake in SpaceX in Q2 moves

[Nvidia Corporate Office Logo Santa Clara California] Robert Way * Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) filed [https://seekingalpha.com/filing/309956005] its 13F quarterly holding report on Friday and disclosed it owned a big stake in SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) as of the end of the second quarter. * Led by …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia CEO Jensen Huang Sells Wall Street on Compute as a Commodity

Wall Street has already made billions betting on the companies selling the picks and shovels of the AI boom. The next opportunity may be figuring out how to trade the thing everyone is digging for: Compute. That may sound like semantics, but now, after …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

NVIDIA Stock Holds Flat as $500 Billion AI Plan Takes Shape

This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the undisputed heavyweight of the AI chip boom, announced a financing offensive that could mobilize more than $500 billion for AI infrastructure. Apollo (NYSE:APO), BlackRock, Blackstone (NYSE:BX), Brookfield, Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR) are all …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia's Next Earnings Could Shock Wall Street: UBS Sees Billions Above Guidance

This article first appeared on GuruFocus. UBS expects Nvidia (NASDAQ:NVDA) to top its fiscal second-quarter revenue outlook by several billion dollars, while retaining a Buy rating and $280 price target ahead of the results. The firm projects revenue of $94 billion to $95 billion …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia Poised for Strong Quarterly Results, Outlook, UBS Says

Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Goldman Sachs Takes On Nvidia's Biggest AI Challenge

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is moving to solve one of the AI boom's biggest emerging constraints: financing. Goldman Sachs (NYSE:GS) is reportedly sounding out insurers, banks and asset managers for Nvidia's plan to mobilize more than $500 billion for AI …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Renaissance Nearly Triples Nvidia Stake, Slashes Micron

This article first appeared on GuruFocus. The biggest bet Renaissance Technologies (Trades, Portfolio) made on a top AI chipmaker was Nvidia Corp. (NVDA, Financials) in the second quarter.The quant fund added 4.56 million Nvidia shares to its stake, for a total of 7.09 million …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia, Nancy Pelosi, Cathie Wood Strike Gold With Databricks' $190 Billion Valuation

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Private software giant Databricks is now worth $190 billion thanks to a new funding round. The valuation jump is good news for early backers of the Snowflake …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia’s $500 Billion Plan Envelops Wall Street in Its AI Frenzy

(Bloomberg) -- Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp. Most Read from Bloomberg Selena Gomez …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia Stock Rises as It Bets on Robots

Nvidia stock has been on a good run recently, and its push into robotics could help it keep going. The chip maker has signed a memorandum of understanding with South Korea’s LG Group to develop a humanoid robot. Nvidia shares were up 0.1% at …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia earnings preview: What’s next for Nvidia stock

Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead. Video …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

What Does Nvidia (NVDA) Gain From Its New AI Factory Push In India?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Nvidia (NasdaqGS:NVDA) has awarded India's Larsen & Toubro a major contract to build a dedicated AI factory for the chipmaker. The project expands Nvidia's AI infrastructure presence …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Goldman in talks with investors on Nvidia financing deal after landing prized role, sources say

By Saeed Azhar and Milana Vinn NEW YORK, Aug 14 (REUTERS) - Goldman Sachs is in talks with potential investors about participating in Nvidia's $500 billion AI financing initiative, after leveraging its long-standing relationship with the chipmaker to secure a coveted role in the …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Michael Burry Calls Nvidia’s $500 Billion AI Financing Push a ‘Wall Street Stunt’: ‘Meet the New Boss…'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Famed investor Michael Burry has targeted Nvidia Corp.'s push to unlock over $500 billion in artificial intelligence infrastructure financing, calling the initiative a "Wall Street stunt" that …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Cathie Wood Bought $59.9 Million of Nvidia Stock Before Earnings. Here's What Investors Should Know.

Key Points Cathie Wood has added more Nvidia shares to five Ark Invest ETFs. Analysts are expecting another strong quarter from the chipmaker, with revenue growth anticipated to exceed 90%. Nvidia's earnings report is scheduled for Aug. 26.10 stocks we like better than Nvidia …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia Credit Risk Eases, Still Elevated After $500B Plan

Bloomberg's James Crombie joins Emily Graffeo on "Real Yield." Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia Rallies 7% as Goldman Warns Earnings Bar Is High

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the dominant supplier of artificial intelligence chips, has rallied 6.6% over the past five days as investors position for its Aug. 26 earnings report. Goldman Sachs cautioned that the recent run has raised the …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia Stock Gains While Norway Fund Reveals Top Holding

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

How Nvidia’s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors

Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third‑party capital for global AI infrastructure buildouts across data centers and "AI factories." This move effectively …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

BofA picks AMD and Nvidia as AI chip winners in massive CPU market

This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'

Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here’s What Shatters That Illusion

Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia, IBD Stock Of The Day, Nears Buy Point Ahead Of Fiscal Q2 Earnings Report

Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon. Continue Reading

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Jim Cramer Says Nvidia GPUs Are ‘More Like Fine Jewelry’ Than Cars. Here Is Why That Matters for NVDA Investors.

Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Can Nvidia’s circular financing keep fueling the market rally?

Morning Brief Host Julie Hyman welcomes Defiance ETFs CIOSylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)'s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Why Nvidia Stock Is Stuck Despite a Wild Week for AI

On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages. Continue Reading

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia and Broadcom Deepen AI Financing Push — But Wolfe Sees Long-Term Risks

NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO), two of the world's largest chipmakers, are tapping debt and private capital markets to fund the AI infrastructure boom. These massive financial commitments coming from some of the biggest names in the market signal exceptionally-strong AI compute …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia rival Cerebras stock plunges as company swings to quarterly loss

What happened: Cerebras Systems (CBRS) stock fell 17% in premarket trading on Thursday after the AI chipmaker's Q2 results and Q3 outlook failed to impress investors a day earlier. What's behind the move: Cerebras swung to a loss of $2.98 per share in Q2 …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Zacks Investment Ideas feature highlights: NVIDIA, Microsoft and Apple

For Immediate Release Chicago, IL – August 13, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA NVDA, Microsoft MSFT and Apple AAPL Magnificent Seven Earnings Remain Robust: MSFT, AAPL Six of the beloved members of the Magnificent Seven have delivered their Q2 results, …

NVD main company
Sharemaestro market context Trend signal active 52 weeks +28.0% · Next-week setup positive 58.7% NVD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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