Sharemaestro company-news research for NVIDIA Corporation (NVDC34), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
SAO
Brazil
Measured evidence
Company news sentiment
NVDC34 news sentiment
NVIDIA Corporation
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
30-day score55Neutral is 50
Balanced news tone
54/100 evidence confidence
88% direct company focus
76 current stories across 5 publishers
Current company news
Balanced news tone
The score uses 76 current company stories from 5 publishers.
Observed headline tone57/100
→
Published 30-day score55/100
Latest source headline
Nvidia’s $500 Billion Plan Envelops Wall Street in Its AI Frenzy
finance.yahoo.com · 14 Aug 2026 16:42
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
76 current stories are mapped specifically to NVDC34.
The score uses 5 publishers rather than depending on one outlet.
The current stories agree at 83/100.
What limits the score
Price is moving more forcefully than the current news tone suggests.
55/100
News scoreBalanced news tone
54/100
Confidencebuilding confidence
88%/100
Company news76 company stories
83/100
Story agreement17/100 difference
News history
Daily score and story count over 30 days
16 Jul31 Jul14 Aug
News scoreStory count50 baseline
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Amount of evidence48
2.382 after freshness weightingSource breadth100
5 independent publishersCompany relevance88
share tied directly to this companyFreshness74
recency-weighted evidenceAgreement83
how closely stories agreePublisher mix23
less reliance on one publisherPrice and news history
News score and weekly price over 26 weeks
Price is moving more forcefully than the current news tone suggests.
One scoring method across the chart.Stored company headlines are recalculated at each weekly point with the current 30-day freshness weighting. Old published snapshots are left unchanged.
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
WeekNews scoreCloseWeekly move
07 Aug 202651BRL 23.55+11.2%
31 Jul 202649BRL 21.18-2.8%
24 Jul 202650BRL 21.78+0.6%
17 Jul 202650BRL 21.64-3.7%
10 Jul 202651BRL 22.48+6.4%
03 Jul 202650BRL 21.12+2.0%
26 Jun 202650BRL 20.7-8.4%
19 Jun 202650BRL 22.6+4.3%
News subjects
What is shaping the score
Earnings5632 stories · 42%
Market update5022 stories · 29%
Balance sheet5011 stories · 14%
Deals and strategy575 stories · 7%
Macro sensitivity483 stories · 4%
Analyst action622 stories · 3%
Regulatory and legal501 stories · 1%
Source mix
Where the evidence comes from
finance.yahoo.com5462 stories · 82%
nasdaq.com566 stories · 8%
Market source331 stories · 1%
inkl571 stories · 1%
uk.finance.yahoo.com441 stories · 1%
webull.com501 stories · 1%
Benzinga501 stories · 1%
Recurring subjects
Subjects appearing most often
AI36Earnings21Semiconductors20AI Infrastructure12Balance Sheet11Financing9Tech8EARNINGS7Data Centers7Markets5
Earlier readings
How the score has changed
Past and present use the same method.Each point recalculates the previous 30 days of stored company headlines with today's scoring rules. The original stored snapshots remain unchanged.
21 May50 neutral14 Aug 17:19
ConstructiveBalanced or withheldCautious
Changes in the stored score
Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 14 Aug 17:19 | 61 | +0 | 78/100 (-1) | 304 (+5) | Measured |
| 13 Aug 23:59 | 61 | -2 | 79/100 (0) | 299 (+73) | Measured |
| 12 Aug 23:59 | 63 | +6 | 79/100 (+20) | 226 (+163) | Measured |
| 11 Aug 23:59 | 57 | +2 | 59/100 (+9) | 63 (+26) | Measured |
| 10 Aug 23:59 | 55 | +4 | 50/100 (+8) | 37 (+9) | Measured |
| 09 Aug 23:59 | 51 | +2 | 42/100 (+2) | 28 (+3) | Measured |
| 08 Aug 23:59 | 49 | -2 | 40/100 (+7) | 25 (+10) | Provisional |
| 07 Aug 23:59 | 51 | +1 | 33/100 (+17) | 15 (+2) | Provisional |
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
#6137Tone
finance.yahoo.comDirect company coverageStored article
Nvidia Stock Falls. A $3 Billion AI Infrastructure Bet Could Be Next
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares slipped about 1.5% Monday after a Reuters report said the chipmaker is considering an investment of as much as $3 billion in power infrastructure firm Lancium. Nvidia could commit another $1 billion if Lancium reaches certain targets tied to power-grid connections, people familiar with the matter told Reuters. The potential transaction would value Lancium, including its land and energy assets, at about $10 billion. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Lancium intends to use the funding to expand its operations and is considering a potential public listing in 2027. Nvidia and Lancium did not respond to Reuters requests for comment. Nvidia's potential investment would deepen its exposure to the infrastructure supporting AI computing. Lancium operates a 1,000-acre data center campus in Abilene, Texas, where the Stargate AI project began operations. The Stargate initiative involves SoftBank, OpenAI and Oracle (NYSE:ORCL), with plans announced in January for as much as $500 billion of AI infrastructure investment. Nvidia has al
AITECH
- Published
- 10 Aug 2026 19:26
- News subject
- Market update
- Why this score
- Negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 41/100
- 30-day weight
- 1.2% of the score · 3.9d old
- Duplicates
- 1 consolidated
#62—Not directional
finance.yahoo.comDirect company coverageStored article
Nvidia Made Them Rich. Redditors Say These 2 Stocks Are Next
Nvidia shares have shown explosive growth since ChatGPT launched in late 2022. The stock minted a lot of millionaires and retail investors rejoiced. But doubts are creeping in now and growth is not what it used to be. The logical question every long-term investor asks is this: what is the next Nvidia? Which stocks can you get in early on for the big gains? To find out what retail investors are betting on, we went through long discussion threads on the Reddit subreddits r/Stocks_Picks and r/TheRaceTo10Million. We skipped the one-word ticker drops and the pump posts. We picked two stocks where Redditors named specific reasons for their bullishness. Let's see whether their arguments have juice. Zeta Global Holdings Corp. (NYSE:ZETA) Zeta sells enterprise marketing software. Big brands use its platform to find customers, target them, and message them through one system instead of paying five different vendors. Its moat is the data. Zeta owns its consumer dataset rather than renting it, covering more than 535 million profiles. Redditors like the growing market Zeta is moving into and two partnerships the company signed this year. Earlier this year, Zeta partnered with OpenAI and Palanti
EARNINGSGUIDANCEMARKETING-SOFTWARENET INCOMEOPERATING INCOMEQUANTUM-COMPUTING
- Published
- 10 Aug 2026 18:57
- News subject
- Earnings
- Why this score
- Strategic partnership
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 3.9d old
- Duplicates
- 1 consolidated
#6344Tone
finance.yahoo.comDirect company coverageStored article
Microsoft Rethinks Its Nvidia Reliance
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also discussing manufacturing capacity for more than 300,000 chips with Taiwan Semiconductor Manufacturing (NYSE:TSM), potentially giving it greater control over the soaring cost of powering Azure's AI workloads. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. The Maia 300 is expected to be unveiled this fall, according to The Information, which cited people familiar with Microsoft's plans. The company is reportedly targeting delivery of more than 300,000 units in 2027 and wants major cloud customers, including Anthropic, to adopt the chip. The scale-up would mark an important step for a custom-chip program that has trailed similar efforts at Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOG). Microsoft introduced Maia in 2023 but has continued relying heavily on Nvidia (NASDAQ:NVDA) accelerators as AI demand exploded. Microso
AICLOUD-COMPUTINGSEMICONDUCTORS
- Published
- 10 Aug 2026 18:52
- News subject
- Macro sensitivity
- Why this score
- Negative financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Low · 33/100
- 30-day weight
- 0.8% of the score · 3.9d old
- Duplicates
- 1 consolidated
#6472Tone
finance.yahoo.comDirect company coverageStored article
What TSMC Sales Growth Means for Apple and Nvidia Stocks
Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast. Continue Reading
EARNINGS
- Published
- 10 Aug 2026 12:19
- News subject
- Earnings
- Why this score
- Operating growth, Beat expectations
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- High · 59/100
- 30-day weight
- 5% of the score · 4.2d old
- Duplicates
- 1 consolidated
#65—Not directional
finance.yahoo.comDirect company coverageStored article
Nvidia, Eli Lilly, and Disney Show It’s Time to Back the Top Dogs
Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now. Continue Reading
- Published
- 10 Aug 2026 05:00
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 4.5d old
- Duplicates
- 1 consolidated
#66—Not directional
finance.yahoo.comDirect company coverageStored article
Nvidia’s $3 Billion Bet on Lancium Signals the Compute Landlord Thesis Has Reached the Power Layer
The bottleneck for AI has shifted from compute capacity to the electricity required to run it. Nvidia, which has spent the past two years underwriting the financial existence of its largest customers through vendor financing and credit substitution, is now crossing a different threshold entirely: equity ownership in the power infrastructure that sustains its hardware. According to The Information, the chipmaker has agreed to invest up to $3 billion in Lancium, the developer behind the Stargate data center campus in Abilene, Texas. The terms remain unconfirmed by either party, but the structural move is unambiguous. The reported deal involves an initial $2 billion commitment for an approximate 20% equity stake, with an additional $1 billion contingent on Lancium hitting specific grid hookup milestones. At a roughly $10 billion enterprise value, full execution would push Nvidia's ownership to approximately 30%. This is not a passive financial investment. It is a direct hedge against the power scarcity that threatens to throttle the deployment of Nvidia's next-generation Vera Rubin architecture at the exact sites designed to consume it. Lancium's own history makes the power economics
AIBITCOIN-MININGDATA-CENTERSPOWER-INFRASTRUCTURE
- Published
- 08 Aug 2026 21:12
- News subject
- Balance sheet
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.8d old
- Duplicates
- 1 consolidated
#67—Not directional
webull.comDirect company coverageScored from headline
NVIDIA Stock And 2 Growth Names Riding The AI Infrastructure Buildout
- Published
- 08 Aug 2026 04:23
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 6.5d old
- Duplicates
- 1 consolidated
#68—Not directional
finance.yahoo.comDirect company coverageStored article
Nvidia to invest up to $3 billion in Lancium, the Information reports
(Corrects paragraph 1 to remove garble) Aug 7 (Reuters) - Nvidia will invest up to $3 billion in Blackstone backed power infrastructure developer Lancium, the company behind Stargate, the Information reported on Friday. Nvidia will get a 20% stake in Lancium for the first $2 billion investment, and its stake could grow to an additional $1 billion if Lancium hits certain thresholds, the report said, citing people familiar with the matter. Nvidia and Lancium did not immediately respond to Reuters requests for comment. (Reporting by Rishabh Jaiswal in Bengaluru; Editing by William Mallard) View Comments
ENERGYTECH
- Published
- 08 Aug 2026 01:42
- News subject
- Deals and strategy
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 6.7d old
- Duplicates
- 1 consolidated
#6957Tone
finance.yahoo.comDirect company coverageStored article
Jim Cramer Shares Reasons Behind Why NVIDIA Corporation (NASDAQ:NVDA)’s Shares Are Finally Rising
NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it's unclear whether he's as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)'s shares are up by 17.5% year-to-date, fueled primarily by a 16.8% jump since July 29th. In a brief couple of tweets, Cramer first commented on t/he shares and then on Elon Musk's announcement that he would exclusively buy the firm's AI products: "you get a couple of reports that Nvidia chips are holding their value and are scarce and the stock soars. "If Elon hadn't gone all in Nvidia with what could be the biggest set of orders in the history of Nvidia then AMD's stock would have been up last night. The loss of that business overshadowed ANOTHER MONSTER quarter from Lisa Su. Listen: @SquawkStreet this a.m. "You have to spend to make Due to the centrality of its products for the AI ecosystem, the debate for NVIDIA Corporation (NASDAQ:NVDA) is about AI spending. The bulls and the bears are torn between whether the spending will be sustainable or whether hype
AIEARNINGSREVENUE GROWTHSEMICONDUCTORS
- Published
- 07 Aug 2026 18:24
- News subject
- Earnings
- Why this score
- Positive market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 39/100
- 30-day weight
- 2% of the score · 7.0d old
- Duplicates
- 1 consolidated
#70—Not directional
finance.yahoo.comDirect company coverageStored article
Nvidia Earnings: Turn A $265 Profit Trading Around The AI Chipmaker's Report
Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take assignment and acquire the stock below the current price. Importantly, anyone selling puts must understand that they may be assigned 100 shares at the strike price. Continue Reading
EARNINGSOPTIONS
- Published
- 07 Aug 2026 18:09
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.0d old
- Duplicates
- 1 consolidated
#71—Not directional
BenzingaDirect company coverageScored from headlineSource lookup
Nvidia Stock At Key Support Ahead of Big Windows PC Launch
- Published
- 05 Aug 2026 06:39
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 9.4d old
- Duplicates
- 1 consolidated
#7233Tone
Market sourceDirect company coverageScored from headlineSource lookup
Tech stocks today: Nvidia stock drops 6% in ugly day for chip stocks
- Published
- 30 Jul 2026 07:49
- News subject
- Market update
- Why this score
- Negative market reaction, Large negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 41/100
- 30-day weight
- <0.1% of the score · 15.4d old
- Duplicates
- 1 consolidated
#7357Tone
inklDirect company coverageScored from headlineSource lookup
Nvidia Stock is Finally Soaring, and Rare Chart Pattern Points to More Upside
- Published
- 27 Jul 2026 01:29
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Low · 28/100
- 30-day weight
- <0.1% of the score · 18.7d old
- Duplicates
- 1 consolidated
#74—Not directional
TradingViewDirect company coverageScored from headlineSource lookup
Powerlaw, Micron Technology and Nvidia are part of Zacks Earnings Preview
- Published
- 21 Jul 2026 06:49
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 24.4d old
- Duplicates
- 1 consolidated
#75—Not directional
Tempo.co EnglishDirect company coverageScored from headlineSource lookup
Nvidia CEO Says AI Boom Is Far From a Bubble
- Published
- 17 Jul 2026 06:59
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 28.4d old
- Duplicates
- 1 consolidated
#76—Not directional
GlobeNewswireDirect company coverageScored from headlineSource lookup
Japan Government, Industrial Leaders and NVIDIA Launch the World’s First National AI Infrastructure
- Published
- 16 Jul 2026 08:09
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 29.4d old
- Duplicates
- 1 consolidated
Earlier company news
NVDC34 news archive
Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.
Older news is kept in the archive
There are 9 older NVDC34 headlines. Open one page at a time when you need them.
Open older archiveProvider matches checked
Provider mentions not used in the score
A news provider linked these stories to NVDC34, but the headline and available text are not mainly about NVIDIA Corporation. They are kept here for transparency and do not affect the score, confidence, history or wider market totals.
Provider mentions are kept separate
Open the list to see which provider matches were checked and left out of NVDC34 sentiment.
Open provider mentionsHow the page works
How to read the score
It describes the weighted balance of qualifying headlines. A score of 50 can mean balanced news or that there is not enough evidence; the status label explains which.
Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.
Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.
It measures news already published. It is not a forecast, recommendation or price target.