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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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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. …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 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, …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia Stock Investors Just Got Good News From Wall Street (Hint: It's Time to Buy)

Key Points Wall Street analysts have raised consensus earnings estimates for Nvidia, and earnings are now projected to increase at 44% annually over the next three years. Nvidia dominates the AI infrastructure market: The company enjoys a leadership position in data center accelerators and …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Jensen Huang Just Signed 7 Japanese Industrial Giants Into Nvidia's Physical AI Coalition. Here's Why $1 Trillion in Confirmed Demand Should Matter to Investors.

Key Points Japan’s biggest industrial companies are building their AI and robotics future around Nvidia, which could create a steady stream of demand for years. Nvidia isn’t just selling GPUs; it’s becoming part of the infrastructure behind Japan’s next generation of factories and robots.10 …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia Could Hit $7.5 Trillion in Value Thanks to This Overlooked Business Opportunity

Key Points Nvidia's data center networking revenue reached $14.8 billion in its fiscal 2027 first quarter, exceeding the $8.6 billion that business segment generated in all of fiscal 2024. NVLink Fusion could allow Nvidia to supply networking and infrastructure to support some custom AI …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Antrique Unveils AI Innovation Platform to Advance AI Capability in Brunei

BANDAR SERI BEGAWAN, Brunei Darussalam, August 13, 2026--(BUSINESS WIRE)--Antrique Holdings Pte. Ltd., through its Brunei subsidiaries, has unveiled its AI Innovation Platform, marked by the groundbreaking of the AI Innovation Campus and the launch of the AI-Powered Food Innovation Initiative. Integrating artificial intelligence, renewable …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)

Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

NVIDIA's Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. NVIDIA Corp. stock gained nearly 1% in Tuesday's premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments. The world's most valuable …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Saturn Cloud Integrates NVIDIA DSX OS Into Its AI Token Factory Platform

Saturn Cloud has integrated NVIDIA DSX OS into its platform, giving neocloud operators a way to turn NVIDIA infrastructure into a token-metered service they can sell. NEW YORK, Aug. 12, 2026 /PRNewswire/ -- Saturn Cloud, the AI token factory platform and an NVIDIA portfolio …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Michael Burry adds to Nvidia and Palantir shorts while loading up on Molina Healthcare, which is down 54% from its high

Jim Spellman/WireImage Michael Burry, who was made famous by The Big Short, is doubling down on his bearish bets against some of the market's biggest AI and infrastructure names, while simultaneously increasing his investment in a healthcare company he has repeatedly argued is undervalued. …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia (NVDA) Stock Trades Down, Here Is Why

What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers. The chipmaker is reportedly working with financial …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

NVIDIA Stock Jumps 2.5% Today as $500 Billion AI Funding Opens

This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the chip giant powering the AI boom, jumped approximately 2.5% in Wednesday morning trading after unveiling an ambitious plan that could throw even more fuel on the AI infrastructure race. NVIDIA is teaming up with Apollo …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia's $500 Billion AI Gamble Raises the Stakes for NVDA Stock

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is expanding its role in the artificial intelligence industry by helping finance the infrastructure needed to support growing demand, with a $500 billion financing initiative involving major financial firms. The arrangement includes Goldman Sachs (NYSE:GS), BlackRock …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

History Says the Most Successful Long-Term Investors All Have This 1 Simple Practice in Common

Investing in the stock market can certainly seem daunting for beginners. However, it's best to keep things simple at first. Focusing on the most effective tactics raises the chances of achieving a favorable outcome. There's a single tip that stands out, and history shows …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia Is Up Just 20% This Year. Here Is What History Says Happens Next.

Nvidia (NASDAQ: NVDA) may have been one of the greatest stock investments in the history of the market, but that doesn't mean its winning streak can go on forever. It often happens that by the time a stock gets the wider market's notice for …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia found a new way to keep the AI boom funded: your retirement money

Nvidia has been arguably the No. 1 profiteer of the AI boom, selling the picks and the shovels of the trade. But now it wants Wall Street to figure out how to keep paying for them. On Monday, Nvidia announced partnerships with Apollo, BlackRock, …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia’s $500B Infrastructure Deal: Wall Street Vote of Confidence or Another Circular Deal for the AI Bubble?

Quick Read Wall Street's $500 billion private capital commitment to Nvidia's AI infrastructure signals institutional confidence in AI as a proven, serious investment capable of ROI. AI compute is emerging as a futures-market commodity, shifting the technology from an experiment into a legitimate, investable …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia CEO Jensen Huang Says 'First Time' That Chips Have Become An Investable Asset Class as BlackRock, Blackstone and Others Join $500 Billion AI Push

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Monday, Nvidia Corp. announced that it is teaming up with six of Wall Street's biggest asset managers to unlock more than $500 billion in financing for …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia partners with Goldman Sachs, BlackRock to fund AI build-out — but there's one big risk

Nvidia (NVDA) is partnering with BlackRock (BLK), Goldman Sachs (GS), Blackstone (BX), and other major firms on Wall Street to fund its AI build-out. Monachil Capital Partners managing partner and chief investment officer Ali Meli breaks down the structure of the financing agreement, highlighting …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders

Arguably, no one has more at stake than Nvidia (NVDA) in the AI boom. Next-gen companies such as Elon Musk's SpaceX (SPCX) are clamoring for Nvidia's high-powered computing chips, which are at the heart of the investment thesis on the company. But investors should …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

This HVAC Stock Has Outperformed Nvidia Over the Past 5 Years. Yes, Really

Nvidia has become so popular as a stock that it has gone from a hot pick to the world's largest company by market capitalization. So, it's somewhat of a surprise that another stock, which many investors may not be familiar with yet, has easily …

NVDC34 main company
Sharemaestro market context Trend signal active 52 weeks +21.7% · Next-week setup positive 57.8% NVDC34 stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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