Search the Newsreel

Lumentum Stock Forecast: Can Nvidia Demand Push LITE Above $1,000?

Lumentum Holdings reported strong fiscal Q4 results, with revenue up 109% and adjusted EPS jumping 267%, driven by high demand for AI infrastructure. The company has a strategic $2 billion partnership with Nvidia, highlighting momentum in 1.6T transceivers. While Lumentum shows significant growth potential, …

Nvidia to invest $1.5 billion in SB Energy under OpenAI data center deal

Aug 17 (Reuters) - Nvidia will invest $1.5 billion in SoftBank-backed SB Energy and secure up to ‌8 gigawatts of AI computing capacity at ‌an Ohio campus being built by the data center developer ​for OpenAI. The deal is the latest where Nvidia is …

NVIDIA (NVDA) Set for Strong Q2 Earnings Amid Long-Term Growth C

NVIDIA Guarantees SB Energy's PORTS-Pike Technology Campus in Ohio to Exclusively Host NVIDIA AI Compute

NVIDIA News Summary: NVIDIA will be the exclusive AI compute infrastructure provider at PORTS-Pike. NVIDIA to provide credit support on land, power, and shell buildout to secure initial 4.25 IT-GW, with an option to take the remaining 3.75 IT-GW OpenAI will be the customer …

IBM Makes Surprise Move in Nvidia AI Race

This article first appeared on GuruFocus. IBM (NYSE:IBM) is deepening its push into artificial-intelligence infrastructure with a $240 million multi-year deal to build a massive Nvidia-powered inference cluster for Together AI. The agreement gives IBM Cloud a high-profile AI workload while strengthening Nvidia's position …

Nvidia Is Becoming AI's Bank: Here's Why It Could Reshape NVDA Stock

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is moving beyond its traditional role as a chip supplier by helping customers finance the enormous cost of building AI infrastructure. The shift is important because AI data centers require billions of dollars before they can …

Nvidia cuts OpenAI Ohio data center guarantee to $120 billion

Nvidia has revised its financial commitment to a planned OpenAI data center campus in Ohio, reducing its proposed backstop from $250 billion to less than $120 billion, according to The Wall Street Journal. The chipmaker and OpenAI were nearing a deal that could be …

Nvidia Likely to Post Strong Results But Investors to Focus More on Long-Term Growth Drivers, Morgan Stanley Says

Nvidia (NVDA) is expected to post strong fiscal second-quarter results, but investors are likely to 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 have …

Why the Copper Squeeze May Reward This Mining Stock More Than Nvidia

Reddit S&P 500 inclusion sends RDDT stock higher. Photo by BeInCrypto As an AI-fueled supply squeeze grips copper, Freeport-McMoRan (FCX) is emerging as the standout among copper stocks. The largest US copper miner trades near $66.50 after a sharp year-to-date run, its chart is …

Market Chatter: Nvidia, OpenAI Close in on Deal for Ohio Data Center

Nvidia (NVDA) and OpenAI are closing in on a deal to finance a data center in Ohio, but have reworked the structure so that Nvidia's financial guarantee for the project would be lowered to less than $120 billion from the initially planned $250 billion, …

Market Chatter: Nvidia Discussing $3 Billion Investment SB Energy's OpenAI Ohio Data Center

Nvidia (NVDA) is taking part in discussions to invest up to $3 billion in SB Energy, a Softbank-back 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. …

ScitiX Introduces Production-Ready Inference Platform, Bringing Enterprise-Grade Control to Multi-Model AI Deployments

SAN FRANCISCO, Aug. 16, 2026 /PRNewswire/ -- ScitiX unveiled the full scope of its production inference platform, purpose-built for enterprises running AI at scale. As organizations move from experimentation to live workloads, the company is positioning inference not as a supporting function, but as …

Jensen Huang Doubled Nvidia's Own Sales Forecast to $1 Trillion Through 2027. Here's What That Guidance Means for the Stock's Valuation.

NVIDIA Earnings in 9 Days — Why BofA Expects a $95B Beat and Multi-Quarter Upgrade Cycle

Billionaires Battle on NVIDIA: David Tepper Bought More. Dan Loeb Sold Every Share. George Soros Bought Puts.

Quick Read Tepper added to NVDA, Loeb sold all 190,000 shares, and Soros opened puts against his $213 million long position in the same quarter. Soros holds 1 million NVDA shares alongside his new puts, framing the trade as a hedge on a large …

Nvidia’s neocloud funding could drive significant revenue stream - Morgan Stanley

Morgan Stanley analysts are optimistic about Nvidia's recent announcement of securing $500 billion in third-party capital for AI infrastructure, viewing it as a potential significant annuity revenue stream. They believe this initiative, which involves partnerships with major financial players like Apollo and BlackRock, will …

NVIDIA’s $3 Billion Bet on the Power Behind AI

NVIDIA Corporation (NASDAQ:NVDA)'s latest push into the infrastructure supporting AI chips extends all the way to the power grid. According to a report from The Information, published on August 7, NVIDIA will spend up to $3 billion in Lancium, a power infrastructure developer and …

History Says This Is What Will Happen to Nvidia Stock After Aug. 26

Aug. 26 is going to be a very important day in the stock market, with perhaps the most anticipated earnings report of Q2: Nvidia's (NASDAQ: NVDA). This earnings season has seen a lot of wild share price movements following reports, and I expect Nvidia's …

Nvidia (NVDA) Stock Looks Near Fair Value After A Huge Run

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Nvidia stock has delivered a very large 5 year gain, yet the latest valuation …

Nvidia’s Financing Platform Will Support the AI Investment Boom

Of late, Micheal Burry has been skeptical on the developments in the technology sector. Recently, Burry disclosed short positions in Oracle (ORCL) and Nebius Group (NBIS) citing "rising leverage risks linked to off-balance-sheet commitments across the technology and cloud sectors." Further, Burry also critiqued …

Dow Jones Futures: Nvidia Leads 5 Stocks In Buy Areas, Walmart Due; Market Ready To Run?

The S&P 500 and Nasdaq look ready to run, but they haven't quite done so. Sandisk surged but must do this. Walmart, Target loom. Continue Reading

Nvidia scales back OpenAI data-center guarantee to less than $120B, WSJ reports

Justin Sullivan/Getty Images News Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) has reduced the financial backing it may provide for a massive OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) data-center project in Ohio, addressing concerns about how much risk the chipmaker would assume to support the artificial-intelligence build-out, The Wall Street Journal …

Nvidia is becoming the 'Federal Reserve of AI'

[Nvidia Corporation office building in China] Robert Way As the capital required to build next-generation artificial intelligence infrastructure eclipses the limits of traditional Wall Street financing, Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) is quietly taking on a new role: the lender of last resort. Nvidia CEO Jensen …

NVIDIA Corporation $NVDA Stock Position Trimmed by Balefire LLC

Balefire LLC has reduced its holdings in NVIDIA Corporation by 4.0% in the second quarter, selling 2,710 shares. Despite this trim, NVIDIA remains Balefire LLC's third-largest holding, representing approximately 2.1% of its portfolio. Other institutional investors, however, have significantly increased their stakes in NVIDIA, …

NVIDIA Earnings Preview August 2026: AI Chip Leader's Next Catalyst

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 …

Anthropic closes in on $7 billion Decart deal after beating Nvidia to the table

Anthropic is reportedly nearing a deal to acquire Israeli AI startup Decart for approximately $7 billion, primarily in Anthropic shares. Despite a higher offer from Nvidia, Decart's founders and main investor, Sequoia Capital, prefer Anthropic due to its strategic fit and potential entry into …

All You Need to Know about Insurance to Protect Your Income and Wealth

In this episode of Motley Fool Hidden Gems Investing, Motley Fool personal finance expert Robert Brokamp is joined by Foolish colleague Amanda Kish to discuss: The types of insurance every person should consider. How to determine the right amounts of coverage. Considerations when buying …

Retiring Abroad? You May Not Be Able to Get Social Security Checks in These 9 Countries

Sometimes, you just want to get out and see the world after 40 years stuck working a 9-to-5 job. That's understandable, but it often takes more preparation than just booking plane tickets, especially if you're moving abroad. You'll need to plan for new taxes, …

Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports

Aug 15 (Reuters) - Nvidia is in talks ‌to invest as ‌much as $3 billion in SB ​Energy, a subsidiary of SoftBank Group and developer of a massive ‌planned ⁠Ohio data center project for OpenAI, ⁠the Information reported on Saturday, citing people ​familiar with …

AI Memory Plays MU, SNDK, STX, WDC Jump Overnight: Nvidia Earnings Beat, Samsung Strike Pause Are The Catalysts

All Eyes On NVDA Stock As Q1 Report Looms: Morgan Stanley Believes ‘Typical Beat And Raise Pattern Is A Likely Outcome’ For Nvidia

Nvidia Is Turning Its Massive Cash Flow Into Another AI Growth Engine

One often overlooked chapter in the dramatic rise of Nvidia Corporation (NVDA) is cash flow and what Jensen Huang's company is doing with it. In fiscal 2023 (ending February 2023), Nvidia recorded only $3.8 billion in free cash flow. But as its graphics processing …

Nvidia Is Looking to Own Another Layer of the AI Ecosystem

Quick Read Nvidia's Spectrum-X Photonics platform is the first CPO Ethernet switch in mass production, delivering 5x lower network power and 64x better signal integrity. Nvidia's networking revenue surged 199% to $15 billion as CoreWeave, Lambda, and Oracle adopt the new platform, cementing a …

Is NVIDIA’s $500 Billion Fund Jensen Huang’s Best Chess Move Yet or a Red Flag?

Quick Read NVIDIA caps its $500B compute fund exposure at $125B via a 25% backstop, targeting NeoCloud operators like Nebius, which posted 454% revenue growth last quarter. Austin Smith flagged a Goldman Sachs CEO's comparison of the fund structure to mortgage-backed securities as an …

Not Nvidia. Not AMD. This Chip Stock Will Be the Biggest Winner of the Historic AI Semiconductor Boom

The artificial intelligence (AI)-fueled semiconductor boom isn't showing any signs of slowing, as major hyperscalers and pure-play AI companies continue to invest aggressively in infrastructure to meet the tremendous demand for AI services and to fulfill their massive contractual backlogs. Market research firm Omdia …

Nvidia’s Secret $21 Billion SpaceX Windfall — How One Chip Deal Turned Into a Rocket Fortune

Quick Read Nvidia's $10B xAI investment became a $21B SpaceX stake after Musk folded the AI startup into his rocket company via an all-stock deal. Musk confirmed SpaceX will build its AI data centers exclusively on Nvidia's Vera Rubin chips, closing the loop on …