NVIDIA Corporation (NVDA) Business News

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2:35 AM | Friday | Aug 28, 2026 Bloomberg Markets and Finance

Nvidia's Cracking Outlook Fuels AI Optimism: Market Snapshot

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1:57 AM | Friday | Aug 28, 2026 Seeking Alpha

Nvidia Is Becoming The AI Nation-State

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1:00 AM | Friday | Aug 28, 2026 The Motley Fool

Meet the 3 Stocks Nvidia Has Invested Billions Into

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12:45 AM | Friday | Aug 28, 2026 CNBC International TV

Nvidia reports another set of blockbuster earnings

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12:29 AM | Friday | Aug 28, 2026 Invezz

Nikkei 225 catches Nvidia's tailwind, but KOSPI finds a reason to sell instead

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11:55 PM | Thursday | Aug 27, 2026 The Motley Fool

Thinking of Buying SpaceX? Just Buy This Market-Thumping Stock Instead.

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9:16 PM | Thursday | Aug 27, 2026 WSJ

Nvidia Insists It Can Keep Printing Money to Fund the AI Boom

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9:00 PM | Thursday | Aug 27, 2026 The Motley Fool

Nvidia Just Guided for 70% Revenue Growth in Fiscal Year 2028. Here's What That Means for AI Stocks.

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7:55 PM | Thursday | Aug 27, 2026 Barrons

Review & Preview: In Nvidia We Trust

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6:59 PM | Thursday | Aug 27, 2026 Investors Business Daily

Palantir, Nvidia Among 17 Stocks Rising Onto Best Stock Lists

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6:38 PM | Thursday | Aug 27, 2026 Investors Business Daily

Stock Market Cheers Nvidia, Salesforce Earnings; Nasdaq, S&P 500 Make Key Technical Moves

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6:31 PM | Thursday | Aug 27, 2026 Reuters

Nvidia pauses revenue-sharing deals with AI cloud companies, WSJ reports

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6:08 PM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia: The 'Coiled Spring' Poised To Jump

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6:02 PM | Thursday | Aug 27, 2026 MarketBeat

NVIDIA Sees Open AI Models Driving a Multi-Model Enterprise Future

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5:58 PM | Thursday | Aug 27, 2026 The Motley Fool

Stock Market Today, Aug. 27: Tech Strength Powers Nasdaq Higher as Nvidia Leads Rally

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5:46 PM | Thursday | Aug 27, 2026 WSJ

Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies

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5:45 PM | Thursday | Aug 27, 2026 Fox Business

Nvidia CEO reveals why he decided to ‘RIP THE BAND-AID OFF'

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5:30 PM | Thursday | Aug 27, 2026 FXEmpire

Nasdaq Index: Nvidia Leads Software ETF Surge as AI Trade Roars Back

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5:22 PM | Thursday | Aug 27, 2026 FXEmpire

Nvidia Stock Earnings Breakout Targets $236, Then $245–$261

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5:01 PM | Thursday | Aug 27, 2026 The Motley Fool

Stock Market Today, Aug. 27: Nvidia Surges on Blowout Results and Surprising Guidance

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5:00 PM | Thursday | Aug 27, 2026 InvestorPlace

Nvidia Roared. Why Didn't All AI Stocks?

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5:00 PM | Thursday | Aug 27, 2026 GlobeNewsWire

NVIDIA Announces Upcoming Event for Financial Community

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4:58 PM | Thursday | Aug 27, 2026 WSJ

Nvidia Breaks Its Post-Earnings Curse With $442 Billion Day

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4:50 PM | Thursday | Aug 27, 2026 Forbes

Jensen Huang Passes Zuckerberg And Ellison In Billionaire Ranks As Nvidia Pops 9%

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4:29 PM | Thursday | Aug 27, 2026 WSJ

Nvidia's Victory Lap

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4:28 PM | Thursday | Aug 27, 2026 Invezz

Nasdaq closes 411 points higher as Nvidia rally boosts tech stocks

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4:26 PM | Thursday | Aug 27, 2026 Investopedia

Here's What Wall Street Analysts Are Saying After Nvidia's Earnings

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4:24 PM | Thursday | Aug 27, 2026 Market Watch

Nvidia is getting too big, and that's a problem

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4:23 PM | Thursday | Aug 27, 2026 Bloomberg Markets and Finance

Nvidia Fuels a Tech-Led Rally as Market Breadth Narrows | Closing Bell

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4:19 PM | Thursday | Aug 27, 2026 WSJ

U.S. Stocks Rise After Rosy Nvidia View

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4:16 PM | Thursday | Aug 27, 2026 247 Wallst

Live: Will IREN Smash Q4 Earnings After 12% 1-Month Rally?

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4:15 PM | Thursday | Aug 27, 2026 The Motley Fool

Should SpaceX Join the "Magnificent Seven"? Here's 1 Stock I'd Kick Out to Make Room.

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4:06 PM | Thursday | Aug 27, 2026 Zacks Investment Research

NVIDIA Earnings Wrap Up Strong Mag 7 Reporting Cycle

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4:01 PM | Thursday | Aug 27, 2026 Zacks Investment Research

NVIDIA's $108B AI Forecast Boosts Quantum: QNT, QUBT to Gain?

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4:01 PM | Thursday | Aug 27, 2026 Zacks Investment Research

NVIDIA vs. AMD: Only One AI Stock Is a Solid Buy Now

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4:00 PM | Thursday | Aug 27, 2026 Schwab Network

Big Moves: NVDA, SPCX, ORCL

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3:46 PM | Thursday | Aug 27, 2026 Zacks Investment Research

Nvidia Stock Soars After Q2 Earnings: Is NVDA Still a Buy?

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3:36 PM | Thursday | Aug 27, 2026 24/7 Wall Street

NVIDIA Is Now Up 20% in a Month: Take Profits, or Buy More?

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3:11 PM | Thursday | Aug 27, 2026 Fast Company

Nvidia stock price jumps on stunning growth forecast as Hugging Face acquisition rumors swell

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3:11 PM | Thursday | Aug 27, 2026 Zacks Investment Research

Nvidia $100 Billion Historic Quarter Confirms the AI Boom

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2:50 PM | Thursday | Aug 27, 2026 Barrons

Amazon, Nvidia, and SpaceX Are Racing to $1 Trillion in Sales. Who Gets There First?

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2:45 PM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia Climbing The Wall Of Worries

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2:36 PM | Thursday | Aug 27, 2026 Bloomberg Technology

Nvidia Sees 70% Growth as AI Boom Accelerates

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2:34 PM | Thursday | Aug 27, 2026 Business Insider

Nvidia's interest in Hugging Face is a hedge against a future dominated by OpenAI and Anthropic

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2:31 PM | Thursday | Aug 27, 2026 Schwab Network

"Very Promising Time" for NVDA, Margins & Memory Questions Linger

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2:30 PM | Thursday | Aug 27, 2026 ETF Trends

ETF of the Week: Direxion Daily NVDA Bull 1X & 2X Shares (NVDU & NVDD)

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2:27 PM | Thursday | Aug 27, 2026 The Motley Fool

Nvidia's Supply Commitments More Than Doubled to $279 Billion. Here's What It Does to the Stock.

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2:18 PM | Thursday | Aug 27, 2026 24/7 Wall Street

Micron Lags Despite NVIDIA's $279B Memory Commitment; Western Digital Drops 4%, SK Hynix Ticks Up

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2:14 PM | Thursday | Aug 27, 2026 Invezz

Michael Burry: Nvidia stock is undervalued, but caution is warranted

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2:12 PM | Thursday | Aug 27, 2026 Benzinga

Nvidia Stock 'Valuation Remains Conservative': Early 2028 Guidance Has Analysts Increasing Price Targets

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2:00 PM | Thursday | Aug 27, 2026 Schwab Network

Options Trades in CME & MRVL as NVDA Lifts Tech Sector

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1:27 PM | Thursday | Aug 27, 2026 The Motley Fool

Nvidia's Latest $20 Billion Investment May Be a Huge Surprise to Some Investors

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1:25 PM | Thursday | Aug 27, 2026 Forbes

Nvidia Soars Almost 10%—Pushing Value Back Above $5.5 Trillion

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12:54 PM | Thursday | Aug 27, 2026 The Motley Fool

Nvidia Delivers and the Nasdaq Jumps 1.3%

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12:35 PM | Thursday | Aug 27, 2026 Forbes

Jensen Huang's Fortune Passes Larry Ellison's As Nvidia's Blowout Earnings Adds $15 Billion To Net Worth

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12:30 PM | Thursday | Aug 27, 2026 24/7 Wall Street

How High Can Nvidia Stock Go? Wall Street's Next Target May Surprise You

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12:12 PM | Thursday | Aug 27, 2026 24/7 Wall Street

When Dan Ives Names the Next AI Winners, Does His Own Fund Already Own Them?

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12:10 PM | Thursday | Aug 27, 2026 Zacks Investment Research

Jobless Claims Decreased More Than Expected

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12:10 PM | Thursday | Aug 27, 2026 GuruFocus

Broadcom Jumps Nearly 4% as AI Could Reach 54% of Sales

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12:02 PM | Thursday | Aug 27, 2026 Benzinga

Musk, Altman, Huang All Set to Speak at US-Hosted G20 Tech Meeting

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12:01 PM | Thursday | Aug 27, 2026 24/7 Wall Street

Someone Sold Nvidia All Night After Earnings but Jensen Huang Told Cramer He's Buying Back Even More

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12:00 PM | Thursday | Aug 27, 2026 Schwab Network

NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole

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12:00 PM | Thursday | Aug 27, 2026 GuruFocus

Nvidia Leads the AI Boom as Microsoft, Amazon and Apple Stocks Fall Behind

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11:54 AM | Thursday | Aug 27, 2026 Bloomberg Markets and Finance

Nvidia Sees AI-Fueled Demand Boosting Sales 70% Next Year

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11:49 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia: A 16.0x P/E Is A Crime

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11:46 AM | Thursday | Aug 27, 2026 Benzinga

QUICK SPARK: Jensen Huang Is '100% Confident' Frontier AI Labs Will Remain Nvidia Customers

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11:45 AM | Thursday | Aug 27, 2026 Zacks Investment Research

NVIDIA Q2 Earnings Beat on Blackwell Ultra & Data Center Strength

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11:38 AM | Thursday | Aug 27, 2026 Reuters

Nvidia to start employee-funded US political action committee

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11:33 AM | Thursday | Aug 27, 2026 Invezz

Why are memory stocks MU, SNDK, and WDC falling despite Nvidia's results

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11:31 AM | Thursday | Aug 27, 2026 Zacks Investment Research

Nasdaq Up in Pre-Market on Strength from NVDA, CRM & More

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11:31 AM | Thursday | Aug 27, 2026 Zacks Investment Research

ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28

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11:20 AM | Thursday | Aug 27, 2026 The Motley Fool

Why Nvidia Stock Rocketed Higher Today

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11:20 AM | Thursday | Aug 27, 2026 24/7 Wall Street

After Nvidia Confirms the AI Boom Is Alive, Cybersecurity Stocks Are Ripping Higher

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11:18 AM | Thursday | Aug 27, 2026 Invezz

Why is AMD stock falling while Intel stock rises after Nvidia's earnings?

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11:12 AM | Thursday | Aug 27, 2026 24/7 Wall Street

TeraWulf Jumps 6% as NVIDIA's Guidance Reignites the Compute Trade, Applied Digital Gains 5%

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11:10 AM | Thursday | Aug 27, 2026 The Motley Fool

Nvidia Just Did This for the First Time Ever. And These 8 Words From Jensen Huang Show Us Why It's Fantastic News for Investors.

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11:05 AM | Thursday | Aug 27, 2026 Zacks Investment Research

Why the Summer Slump is Setting Up Wall Street's Next Rally

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11:05 AM | Thursday | Aug 27, 2026 24/7 Wall Street

Perplexity Wants a $30 Billion Valuation Before Its 2028 IPO. Nvidia May Help It Get There

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11:01 AM | Thursday | Aug 27, 2026 Zacks Investment Research

NVIDIA Q2 Earnings Call Puts Supply Limits at Center of Outlook

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11:01 AM | Thursday | Aug 27, 2026 Benzinga

Nvidia Still Dominates AI Chips. Meta, Google and Amazon Still Want Their Own.

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11:00 AM | Thursday | Aug 27, 2026 Schwab Network

Graham: NVDA "Must Own" for Investors, Mind Macro Risks Ahead

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11:00 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia Beats Again - But Cash Flow Must Keep Up With Blackwell's Growth

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11:00 AM | Thursday | Aug 27, 2026 Business Wire

Hark Announces Multi-Year Partnership with NVIDIA to Advance Personalized Agentic AI Supported by Gigawatt-Scale Compute

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10:57 AM | Thursday | Aug 27, 2026 Barrons

It's the ‘Punchbowl' Effect. Nvidia Promises to Keep It Full, the Fed Wants to Take It Away

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10:53 AM | Thursday | Aug 27, 2026 Invezz

Why Nvidia stock is soaring over 7% today and how high it can go

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10:51 AM | Thursday | Aug 27, 2026 Bloomberg Markets and Finance

Data Center Opposition Could Hurt Nvidia, Ferragu Says

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10:37 AM | Thursday | Aug 27, 2026 CNBC

Nvidia is bolstering support for Chinese open AI models as it warns of White House crackdown

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10:35 AM | Thursday | Aug 27, 2026 Benzinga

Inside Supermicro's Stock Gain: How NVIDIA's Record Q2 Drives Data Center Demand

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10:31 AM | Thursday | Aug 27, 2026 24/7 Wall Street

Can Nvidia Really Hit the $12.4 Trillion Number Raymond James Just Put on It?

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10:30 AM | Thursday | Aug 27, 2026 24/7 Wall Street

Nvidia's Blowout Earnings: How High Can the Stock Go Now?

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10:20 AM | Thursday | Aug 27, 2026 Seeking Alpha

Q2: Nvidia Isn't Microsoft, And 2026 Isn't 1999

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10:11 AM | Thursday | Aug 27, 2026 Investopedia

Nvidia Stock Is Rising. Investors Still Buy the Growth Story.

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10:07 AM | Thursday | Aug 27, 2026 Benzinga

Bill Gates Wants to Hit the Brakes. Nvidia Is Financing AI's Next Sprint.

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10:02 AM | Thursday | Aug 27, 2026 Benzinga

Nasdaq Surges 200 Points; Nvidia Posts Upbeat Q2 Results

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10:00 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia: The Price Hikes Are Working (Rating Upgrade)

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9:55 AM | Thursday | Aug 27, 2026 Zacks Investment Research

Wayfair highlighted as Zacks Bull and Louisiana-Pacific Bear of the Day

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9:51 AM | Thursday | Aug 27, 2026 Zacks Investment Research

NVIDIA Raises the Bar on AI Growth: AI ETFs to Win

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9:46 AM | Thursday | Aug 27, 2026 Bloomberg Technology

Nvidia's Sales Forecast Fails to Meet Loftiest Estimates

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9:45 AM | Thursday | Aug 27, 2026 MarketBeat

Marvell's Big AI Test Comes One Day After NVIDIA's Blowout Quarter

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9:45 AM | Thursday | Aug 27, 2026 Bloomberg Technology

Nvidia Predicts AI-Fueled Surge Will Extend Into 2028

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9:40 AM | Thursday | Aug 27, 2026 Invezz

Nasdaq opens higher as Nvidia earnings revive AI trade, software stocks jump

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9:36 AM | Thursday | Aug 27, 2026 Schaeffers Research

Nvidia Stock Jumps as Revenue Forecast Fuels Confidence

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9:30 AM | Thursday | Aug 27, 2026 24/7 Wall Street

NVIDIA Surges 6% as a 70% Growth Forecast Overrides a Memory Margin Warning, AMD and Intel Tick Up

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9:30 AM | Thursday | Aug 27, 2026 Schwab Network

NVDA Blowout Quarter Backs AI Trade Strength, Memory Remains Lasting Headwind

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9:25 AM | Thursday | Aug 27, 2026 24/7 Wall Street

Nvidia's Hidden $40 Billion Business Beyond Big Tech Is Growing Twice as Fast

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9:25 AM | Thursday | Aug 27, 2026 CNBC Television

Morning Call Sheet: Nvidia reignites AI rally as investors eye Jackson Hole

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9:10 AM | Thursday | Aug 27, 2026 MarketBeat

NVIDIA's Blockbuster Quarter May Still Undersell How Big the AI Buildout Is

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8:58 AM | Thursday | Aug 27, 2026 Proactive Investors

Nasdaq in the spotlight ahead Thursday's Wall Street open as Nvidia surges

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8:55 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia Q2 2027: Less Global, More Regime-Driven

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8:50 AM | Thursday | Aug 27, 2026 Investopedia

5 Things to Know Before the Stock Market Opens on Thursday

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8:44 AM | Thursday | Aug 27, 2026 CNBC

Nvidia's revenue outlook, Meta's $16.7B settlement, mail-in voting and more in Morning Squawk

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8:30 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia Just Obliterated The Bear Case, And Shares Are Still Undervalued

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8:30 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia's Q2 Secret: You're Blinded By The AI Hype

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8:30 AM | Thursday | Aug 27, 2026 Schwab Network

AI Buildout "at Full Steam:" NVDA Earnings Lift Futures, CRM Integrating Claude

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8:30 AM | Thursday | Aug 27, 2026 Forbes

Nvidia Has Reportedly Agreed To Buy AI Model Hosting Platform Hugging Face For $13 Billion

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8:15 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia Delivered - The Margin Guide Is The Catch

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8:11 AM | Thursday | Aug 27, 2026 ETF Trends

AI Theme Still Running Hot as Nvidia Beats Q2 Earnings Estimates

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8:09 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia Q2: The Reason Why Earnings Growth Does Not Lead To Above-Market Returns

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8:05 AM | Thursday | Aug 27, 2026 GlobeNewsWire

AZIO AI Increases Estimated Sales Pipeline to Approximately $307 Million for Up to 512 NVIDIA HGX B300 Systems in Expanded Power Champion Agreement

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8:01 AM | Thursday | Aug 27, 2026 247 Wallst

Here Are Thursday’s Top Wall Street Analyst Research Calls: Abercrombie & Fitch, Choice Hotels International, DigitalOcean Holdings, First Solar, LTC Properties, Okta, Regions Financial, Synopsys, and More

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7:30 AM | Thursday | Aug 27, 2026 Fool - Investing News

Breakfast News: Nvidia Crushed It. Who Cares?

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7:29 AM | Thursday | Aug 27, 2026 24/7 Wall Street

Is the AI Buildout Becoming Too Dependent on the Bank of Nvidia?

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7:29 AM | Thursday | Aug 27, 2026 Barrons

How Nvidia Stock Finally Snapped Its Post-Earnings Losing Streak

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7:05 AM | Thursday | Aug 27, 2026 Invezz

Why Nvidia stock is rising today after four straight post-earnings selloffs

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7:02 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia Reports Triple-Digit Revenue Growth; Now Supply Is The Constraint

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7:01 AM | Thursday | Aug 27, 2026 24/7 Wall Street

“My God Nvidia Is Undervalued.” Ross Gerber Says $450 A Share Is Possible.

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7:00 AM | Thursday | Aug 27, 2026 24/7 Wall Street

3 Stocks That Could Make You Rich by 2030

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7:00 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia Q2: Jensen Is Building His AI Berkshire

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6:55 AM | Thursday | Aug 27, 2026 WSJ

Nvidia Posts Another Record Quarter; Investors Worry About ROI

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6:47 AM | Thursday | Aug 27, 2026 PYMNTS

Nvidia Nearing $13 Billion Deal For AI Startup Hugging Face

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6:40 AM | Thursday | Aug 27, 2026 Seeking Alpha

Wall Street Breakfast Podcast: Nvidia's Biggest Hug Yet

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6:35 AM | Thursday | Aug 27, 2026 Forbes

Nvidia Soars 7% In Premarket As It Leads Upswing In Chip Stocks After Strong Earnings

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6:33 AM | Thursday | Aug 27, 2026 24/7 Wall Street

Nvidia Reportedly Agrees to Pay $12.9 Billion for the Central Hub of the Open-Source AI World, a Company With Just $150 Million in Revenue

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6:30 AM | Thursday | Aug 27, 2026 Reuters

Morning Bid: Nvidia vaults over high bar

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6:30 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia Stock Is Cheap After Q2 Earnings. Yes, It Is

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6:18 AM | Thursday | Aug 27, 2026 Barrons

Nvidia, Salesforce, and CrowdStrike Prove It Pays to Bet on the AI Veterans

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6:18 AM | Thursday | Aug 27, 2026 Barrons

AMD and Nvidia Partner Nutanix's Stock Jumps After Earnings Beat. Why It's Got Further to Go.

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6:15 AM | Thursday | Aug 27, 2026 Finbold

Analysts raise Nvidia stock price target

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6:06 AM | Thursday | Aug 27, 2026 Fox Business

Nvidia CEO Jensen Huang 'rips the Band-Aid off' as AI chip giant resets expectations

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6:02 AM | Thursday | Aug 27, 2026 Market Watch

Nvidia stock is climbing after another set of blockbuster results. Here's what Wall Street is saying.

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5:59 AM | Thursday | Aug 27, 2026 Benzinga

NVIDIA Is Still the AI Bellwether—And Rivals Aren't Close

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5:38 AM | Thursday | Aug 27, 2026 Finbold

Nvidia stock soars 7% overnight

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5:30 AM | Thursday | Aug 27, 2026 WSJ

Nvidia's $279 Billion Supply-Chain Gamble

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5:20 AM | Thursday | Aug 27, 2026 Fool - Investing News

3 Juggernaut Stocks to Hold for the Next 10 Years

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4:40 AM | Thursday | Aug 27, 2026 TechXplore

Nvidia to buy AI platform Hugging Face for $12.9 billion: Report

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4:25 AM | Thursday | Aug 27, 2026 WSJ

Stock Market Today: Nvidia's Bullish Forecast Lifts Market Spirits

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4:23 AM | Thursday | Aug 27, 2026 Benzinga

Michael Burry Says NVDA Stock Appears ‘Wildly Undervalued' on Paper After Blowout Q2 Earnings, but Warns Nvidia Shares Are Still ‘Treading Water'

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4:20 AM | Thursday | Aug 27, 2026 The Motley Fool

3 Stocks That Are No-Brainer Buys in the Second Half of 2026

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4:19 AM | Thursday | Aug 27, 2026 CNBC International TV

Nvidia posts quarterly revenue beat as Huang eyes further growth 'acceleration'

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4:11 AM | Thursday | Aug 27, 2026 Proactive Investors - Finance

Nvidia shares up 5% after-hours. Here's what the latest results print tells us about the state of AI

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4:10 AM | Thursday | Aug 27, 2026 Reuters

Nvidia rises after signaling longer AI spending runway

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4:08 AM | Thursday | Aug 27, 2026 CNBC

Nvidia jumps 6% in premarket trading after blockbuster earnings boost AI confidence

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4:05 AM | Thursday | Aug 27, 2026 Invezz

Nvidia stock after earnings: 3 numbers investors should watch next

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3:37 AM | Thursday | Aug 27, 2026 CNBC International TV

Amid the 'Lag 7', Nvidia results make it hard to argue AI cycle is running out of room: CIO

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3:33 AM | Thursday | Aug 27, 2026 Proactive Investors

Nvidia shares up 5% after-hours. Here's what the latest results print tells us about the state of AI

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3:32 AM | Thursday | Aug 27, 2026 Proactive Investors

Computacenter leads London tech higher as Nvidia halo lifts sentiment

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3:29 AM | Thursday | Aug 27, 2026 CNBC

Nvidia agrees to buy Hugging Face for $12.9 billion, report says

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3:19 AM | Thursday | Aug 27, 2026 Invezz

Nvidia to buy Hugging Face for $12.9B in major open-source AI bet: report

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2:45 AM | Thursday | Aug 27, 2026 Benzinga

Stock Market: Will S&P 500 Open Up or Down Today?

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2:32 AM | Thursday | Aug 27, 2026 TechCrunch

Nvidia closes in on Hugging Face acquisition

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1:52 AM | Thursday | Aug 27, 2026 Bloomberg Markets and Finance

Nvidia's Upbeat Sales Outlook Eases Concerns About AI Economy

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1:22 AM | Thursday | Aug 27, 2026 CNBC International TV

Bluebox: Nvidia's current market position will not last forever

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1:19 AM | Thursday | Aug 27, 2026 Benzinga

Nvidia, Best Buy and 3 Stocks to Watch Heading Into Thursday

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12:22 AM | Thursday | Aug 27, 2026 Invezz

Kospi Index on edge as SK Hynix stock jumps after strong Nvidia guidance

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12:35 PM | Thursday | Aug 27, 2026 Forbes

Jensen Huang's Fortune Passes Larry Ellison's As Nvidia's Blowout Earnings Adds $15 Billion To Net Worth

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12:30 PM | Thursday | Aug 27, 2026 24/7 Wall Street

How High Can Nvidia Stock Go? Wall Street's Next Target May Surprise You

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12:12 PM | Thursday | Aug 27, 2026 24/7 Wall Street

When Dan Ives Names the Next AI Winners, Does His Own Fund Already Own Them?

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12:10 PM | Thursday | Aug 27, 2026 Zacks Investment Research

Jobless Claims Decreased More Than Expected

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12:02 PM | Thursday | Aug 27, 2026 Benzinga

Musk, Altman, Huang All Set to Speak at US-Hosted G20 Tech Meeting

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12:01 PM | Thursday | Aug 27, 2026 24/7 Wall Street

Someone Sold Nvidia All Night After Earnings but Jensen Huang Told Cramer He's Buying Back Even More

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12:00 PM | Thursday | Aug 27, 2026 Schwab Network

NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole

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11:54 AM | Thursday | Aug 27, 2026 Bloomberg Markets and Finance

Nvidia Sees AI-Fueled Demand Boosting Sales 70% Next Year

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11:49 AM | Thursday | Aug 27, 2026 Seeking Alpha

Nvidia: A 16.0x P/E Is A Crime

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11:46 AM | Thursday | Aug 27, 2026 Benzinga

QUICK SPARK: Jensen Huang Is '100% Confident' Frontier AI Labs Will Remain Nvidia Customers

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Nvidia's Cracking Outlook Fuels AI Optimism: Market Snapshot

Bloomberg Markets and Finance

2:35 AM | Friday | Aug 28, 2026

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The world's biggest tech firm delivered earnings this week against a backdrop of nervous investors, watching eagerly to see if the AI trade was winding down or has further to run. The chip giant presented markets with something to get excited about, providing a bullish outlook as CEO Jensen Huang said demand for its artificial-intelligence accelerators continues to expand.

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2:35 AM | Friday | Aug 28, 2026

Nvidia's Cracking Outlook Fuels AI Optimism: Market Snapshot

Bloomberg Markets and Finance

The world's biggest tech firm delivered earnings this week against a backdrop of nervous investors, watching eagerly to see if the AI trade was winding down or has further to run. The chip giant presented markets with something to get excited about, providing a bullish outlook as CEO Jensen Huang said demand for its artificial-intelligence accelerators continues to expand.

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1:57 AM | Friday | Aug 28, 2026

Nvidia Is Becoming The AI Nation-State

Seeking Alpha

NVIDIA is behaving more like a nation-state, strategically subsidizing the AI ecosystem to expand its future market and defensible moat. NVDA's willingness to finance/backstop major AI infrastructure projects is rational ecosystem development, not classic vendor financing, leveraging unique informational and strategic advantages. Early evidence from Meta, Nvidia, Microsoft, and Amazon shows AI compute demand is broadening beyond frontier labs, supporting NVDA's long-term bull case.

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1:00 AM | Friday | Aug 28, 2026

Meet the 3 Stocks Nvidia Has Invested Billions Into

The Motley Fool

Nvidia has made a lot of money from its Intel investment. The company also bought into xAI, which turned into a SpaceX holding.

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12:45 AM | Friday | Aug 28, 2026

Nvidia reports another set of blockbuster earnings

CNBC International TV

The chipmaker expects a 70% growth in sales next year. Nvidia CFO also rejected rumours of circular financing.

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12:29 AM | Friday | Aug 28, 2026

Nikkei 225 catches Nvidia's tailwind, but KOSPI finds a reason to sell instead

Invezz

Asian markets diverged on Friday as Nvidia's blockbuster outlook continued to lift Japanese technology shares, while South Korea's KOSPI fell despite the renewed optimism around artificial intelligence. Japan's Nikkei 225 gained about 0.4% to 66,379 in morning trading, helped by Fujitsu, NEC and other technology names.

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11:55 PM | Thursday | Aug 27, 2026

Thinking of Buying SpaceX? Just Buy This Market-Thumping Stock Instead.

The Motley Fool

After soaring out of the gate, SpaceX is now trading roughly flat from its IPO. Following its merger with xAI, the company is staking its future on AI.

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9:16 PM | Thursday | Aug 27, 2026

Nvidia Insists It Can Keep Printing Money to Fund the AI Boom

WSJ

The chip maker says its sales “flywheel” is more than robust enough to fund the financial support it gives frontier AI labs and data-center developers.

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9:00 PM | Thursday | Aug 27, 2026

Nvidia Just Guided for 70% Revenue Growth in Fiscal Year 2028. Here's What That Means for AI Stocks.

The Motley Fool

Nvidia's revenue growth is expected to soar through the next calendar year. Its orders could greatly benefit its suppliers.

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7:55 PM | Thursday | Aug 27, 2026

Review & Preview: In Nvidia We Trust

Barrons

Semiconductor and software stocks rallied behind strong earnings reports from Nvidia and Salesforce.

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6:59 PM | Thursday | Aug 27, 2026

Palantir, Nvidia Among 17 Stocks Rising Onto Best Stock Lists

Investors Business Daily

IBD's top-performing stock lists have just been updated. See which stocks got added — and which got cut.

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6:38 PM | Thursday | Aug 27, 2026

Stock Market Cheers Nvidia, Salesforce Earnings; Nasdaq, S&P 500 Make Key Technical Moves

Investors Business Daily

The Nasdaq charges higher in the stock market Thursday as Salesforce, CrowdStrike and Nvidia turn in strong earnings reports.

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6:31 PM | Thursday | Aug 27, 2026

Nvidia pauses revenue-sharing deals with AI cloud companies, WSJ reports

Reuters

Nvidia has paused some deals in a new financing initiative that offered credit support to AI ​cloud companies in exchange for a share of revenue, the Wall ‌Street Journal reported on Thursday, citing people familiar with the matter.

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6:08 PM | Thursday | Aug 27, 2026

Nvidia: The 'Coiled Spring' Poised To Jump

Seeking Alpha

Nvidia Corporation is deeply undervalued, with extraordinary growth prospects and a 'coiled spring' setup for significant upside. NVDA trades at a 23.5x P/E and a PEG of 0.52, well below peers, despite 70% expected revenue growth in FY2028. Strong demand exceeds supply, with $279B in supply-chain commitments and robust order visibility through FY2028.

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6:02 PM | Thursday | Aug 27, 2026

NVIDIA Sees Open AI Models Driving a Multi-Model Enterprise Future

MarketBeat

NVIDIA NASDAQ: NVDA Director of Developer Tech Nader Khalil said open-source AI models are helping broaden access to model customization, accelerate development and support workloads that require local deployment, while closed frontier models will remain part of a “multi-model world.”

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5:58 PM | Thursday | Aug 27, 2026

Stock Market Today, Aug. 27: Tech Strength Powers Nasdaq Higher as Nvidia Leads Rally

The Motley Fool

Gaining 0.71% to 7,730, the S&P 500 (^GSPC +0.72%) advanced alongside a 1.57% jump to 26,541 for the Nasdaq Composite (^IXIC +1.57%) as chip strength led the rally, while the Dow Jones Industrial Average (^DJI +0.
20%) rose 0.20% to 53,569.

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5:46 PM | Thursday | Aug 27, 2026

Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies

WSJ

The company is rethinking the program less than two months after announcing it.

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5:45 PM | Thursday | Aug 27, 2026

Nvidia CEO reveals why he decided to ‘RIP THE BAND-AID OFF'

Fox Business

Nvidia CEO Jensen Huang discusses bottlenecks facing the AI boom and weighs the technology's impact on jobs, including whether it will ultimately create or eliminate work, on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #nvidia #jensenhuang #huang #artificialintelligence #ai #technology #tech #jobs #jobcreation #employment #workforce #hyperscalers #investors #business #innovation #automation #disruption #economy

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5:30 PM | Thursday | Aug 27, 2026

Nasdaq Index: Nvidia Leads Software ETF Surge as AI Trade Roars Back

FXEmpire

Nvidia's guidance lifted the Nasdaq as software and cybersecurity stocks surged. Warsh, yields and crude now test the AI rally.

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5:22 PM | Thursday | Aug 27, 2026

Nvidia Stock Earnings Breakout Targets $236, Then $245–$261

FXEmpire

Nvidia stock gaps to a 59-day high after earnings, strengthening its bullish breakout as NVDA targets $236.54, followed by $245.16 and $261.48.

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5:01 PM | Thursday | Aug 27, 2026

Stock Market Today, Aug. 27: Nvidia Surges on Blowout Results and Surprising Guidance

The Motley Fool

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

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5:00 PM | Thursday | Aug 27, 2026

Nvidia Roared. Why Didn't All AI Stocks?

InvestorPlace

Nvidia's blowout earnings

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5:00 PM | Thursday | Aug 27, 2026

NVIDIA Announces Upcoming Event for Financial Community

GlobeNewsWire

SANTA CLARA, Calif., Aug. 27, 2026 (GLOBE NEWSWIRE) -- NVIDIA will present at the following event for the financial community: Goldman Sachs Communacopia + Technology Conference Thursday, Sept.

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4:58 PM | Thursday | Aug 27, 2026

Nvidia Breaks Its Post-Earnings Curse With $442 Billion Day

WSJ

The chip maker's shares posted their steepest climb in a year, boosting U.S. stock indexes.

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4:50 PM | Thursday | Aug 27, 2026

Jensen Huang Passes Zuckerberg And Ellison In Billionaire Ranks As Nvidia Pops 9%

Forbes

Huang had his net worth increase by $15.6 billion to $196.8 billion thanks to Nvidia's stock rally, ranking him the sixth-richest person in the world, moving him ahead of Meta's Mark Zuckerberg ($196.2 billion) and Oracle's Larry Ellison ($194.9 billion).

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4:29 PM | Thursday | Aug 27, 2026

Nvidia's Victory Lap

WSJ

Plus, software stocks rally and Huang rebuts Gates.

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4:28 PM | Thursday | Aug 27, 2026

Nasdaq closes 411 points higher as Nvidia rally boosts tech stocks

Invezz

US stocks ended higher on Thursday, with the Nasdaq Composite outperforming the broader market as Nvidia's strong revenue outlook boosted technology and semiconductor shares. Investors also looked ahead to Federal Reserve Chair Kevin Warsh's upcoming Jackson Hole speech amid renewed concerns over inflation and interest rates.

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4:26 PM | Thursday | Aug 27, 2026

Here's What Wall Street Analysts Are Saying After Nvidia's Earnings

Investopedia

Are investors back on the Nvidia bandwagon?

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4:24 PM | Thursday | Aug 27, 2026

Nvidia is getting too big, and that's a problem

Market Watch

The company's latest quarterly results, including $96 billion in sales and $59.7 billion in earnings, were predictable. Wall Street's expectations, which were below those numbers, were just as predictable.

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4:23 PM | Thursday | Aug 27, 2026

Nvidia Fuels a Tech-Led Rally as Market Breadth Narrows | Closing Bell

Bloomberg Markets and Finance

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Emily Graffeo, Lisa Mateo and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video?

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4:19 PM | Thursday | Aug 27, 2026

U.S. Stocks Rise After Rosy Nvidia View

WSJ

U.S. stocks gained as a rosy growth projection from Nvidia mitigated fears about the sustainability of the artificial-intelligence boom.

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4:16 PM | Thursday | Aug 27, 2026

Live: Will IREN Smash Q4 Earnings After 12% 1-Month Rally?

247 Wallst

IREN's $3.4 billion NVIDIA contract rewrote the company's identity, but tonight's Q4 report will reveal whether GPU deployments, the Microsoft handoff, and a path to $3.7 billion in ARR are on track or falling behind schedule.

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4:15 PM | Thursday | Aug 27, 2026

Should SpaceX Join the "Magnificent Seven"? Here's 1 Stock I'd Kick Out to Make Room.

The Motley Fool

Several of the companies in the "Magnificent Seven" have fully retained their "magnificence" in the three years since the group was defined. Most of Meta Platforms' businesses have parallels within SpaceX.

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4:06 PM | Thursday | Aug 27, 2026

NVIDIA Earnings Wrap Up Strong Mag 7 Reporting Cycle

Zacks Investment Research

With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.

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4:01 PM | Thursday | Aug 27, 2026

NVIDIA's $108B AI Forecast Boosts Quantum: QNT, QUBT to Gain?

Zacks Investment Research

NVIDIA's $108B forecast highlights AI-quantum convergence, putting Quantinuum and QUBT in focus as hybrid computing commercialization advances.

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4:01 PM | Thursday | Aug 27, 2026

NVIDIA vs. AMD: Only One AI Stock Is a Solid Buy Now

Zacks Investment Research

NVIDIA's blowout results, stronger profitability and CUDA advantage give it an edge over AMD as AI spending accelerates.

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4:00 PM | Thursday | Aug 27, 2026

Big Moves: NVDA, SPCX, ORCL

Schwab Network

Options activity for Nvidia (NVDA) surged into and after the company showed that revenues doubled year-over-year in earnings. Tom White highlights a massive options trade he found in the Mag 7 stock as the options market shows quadrupled its normal daily activity.

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3:46 PM | Thursday | Aug 27, 2026

Nvidia Stock Soars After Q2 Earnings: Is NVDA Still a Buy?

Zacks Investment Research

Nvidia stock has surged more than 7% on Thursday after the AI chip giant delivered another blockbuster quarterly report yesterday evening.

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3:36 PM | Thursday | Aug 27, 2026

NVIDIA Is Now Up 20% in a Month: Take Profits, or Buy More?

24/7 Wall Street

The AI trade narrowed to one name in August, and NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the entire story. NVIDIA delivered much of the semiconductor sector's monthly gains while the rest of the group essentially stood still.

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3:11 PM | Thursday | Aug 27, 2026

Nvidia stock price jumps on stunning growth forecast as Hugging Face acquisition rumors swell

Fast Company

Shares in Nvidia Corporation (Nasdaq: NVDA) are up in premarket trading on Thursday, one day after the world's largest technology company announced not only better-than-expected quarterly results, but full fiscal year guidance that surprised even many AI bulls.

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3:11 PM | Thursday | Aug 27, 2026

Nvidia $100 Billion Historic Quarter Confirms the AI Boom

Zacks Investment Research

Nvidia shares are rallying on the back of another incredible quarterly earnings report.

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2:50 PM | Thursday | Aug 27, 2026

Amazon, Nvidia, and SpaceX Are Racing to $1 Trillion in Sales. Who Gets There First?

Barrons

Who will win the race to a once-unthinkable sales milestone? Barron's looks at the top candidates.

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2:45 PM | Thursday | Aug 27, 2026

Nvidia Climbing The Wall Of Worries

Seeking Alpha

A year ago, the average sell-side consensus estimates for Nvidia's (NVDA) FY 2028 (which is essentially CY 2027) revenue were ~$310 billion. But yesterday, Nvidia guided for ~70% revenue growth in FY'28 which translates to approaching ~$700 billion revenue next year. Given their tone during the call, I think it's fair to say ~70% revenue growth may be a floor for next year.

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2:36 PM | Thursday | Aug 27, 2026

Nvidia Sees 70% Growth as AI Boom Accelerates

Bloomberg Technology

Nvidia's forecast for roughly 70% revenue growth next fiscal year is changing the debate around the durability of the AI boom, according to Wealth Enhancement Group Deputy CIO Doug Huber. He explains why the question is shifting from whether AI demand is slowing to whether the industry can physically build enough compute to satisfy it, and why Nvidia's investments in frontier AI labs could ultimately deepen demand for its technology.

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2:34 PM | Thursday | Aug 27, 2026

Nvidia's interest in Hugging Face is a hedge against a future dominated by OpenAI and Anthropic

Business Insider

Nvidia's interest in Hugging Face supercharges its push into open-source AI. Open models could keep OpenAI and Anthropic from gaining too much power and squeezing Nvidia out.

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2:31 PM | Thursday | Aug 27, 2026

"Very Promising Time" for NVDA, Margins & Memory Questions Linger

Schwab Network

SalesboxAI's Alex Roy believes Nvidia (NVDA) has proven itself as the stock market leader after reaching nearly $100 billion in quarterly revenue. He explains why this figure is just one reason he sees a "very promising time" ahead for the company.

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2:30 PM | Thursday | Aug 27, 2026

ETF of the Week: Direxion Daily NVDA Bull 1X & 2X Shares (NVDU & NVDD)

ETF Trends

On this final episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Direxion Daily NVDA Bull 1X Shares (NVDU) and the Direxion Daily NVDA Bull 2X Shares (NVDD) with Chuck Jaffe of Money Life.

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2:27 PM | Thursday | Aug 27, 2026

Nvidia's Supply Commitments More Than Doubled to $279 Billion. Here's What It Does to the Stock.

The Motley Fool

Nvidia's supply commitments reached $279 billion, up from $119 billion a quarter earlier, primarily for the procurement of memory. Management guided third-quarter gross margin to 74.0% and said margins should bottom at 71% to 72% in fiscal Q4.

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2:18 PM | Thursday | Aug 27, 2026

Micron Lags Despite NVIDIA's $279B Memory Commitment; Western Digital Drops 4%, SK Hynix Ticks Up

24/7 Wall Street

The memory trade is unwinding on Thursday even as the broader semiconductor complex trades higher, a split that captures a classic case of great news landing into a crowded and heavily extended position.

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2:14 PM | Thursday | Aug 27, 2026

Michael Burry: Nvidia stock is undervalued, but caution is warranted

Invezz

Nvidia (NVDA) shares ripped higher on Thursday morning after the AI behemoth reported market-beating financials for its fiscal Q2 and issued remarkable guidance for its current quarter. Yet, famed investor Michael Burry – known for accurately predicting the 2008 housing collapse – is urging investors to practice caution in playing NVDA at current levels.

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2:12 PM | Thursday | Aug 27, 2026

Nvidia Stock 'Valuation Remains Conservative': Early 2028 Guidance Has Analysts Increasing Price Targets

Benzinga

NVIDIA Corp (NASDAQ:NVDA) analysts are raising price targets and highlighting the company's early fiscal 2028 guidance after second-quarter results for revenue and earnings per share came in above estimates.

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2:00 PM | Thursday | Aug 27, 2026

Options Trades in CME & MRVL as NVDA Lifts Tech Sector

Schwab Network

@OptionsPlay's Tony Zhang offers his takeaways on the broad tech strength in Thursday's trading session as Nvidia (NVDA) gives new life to the sector. He outlines options trading opportunities in CME Group (CME) and Marvell (MRVL) and makes a bull case in both even if the stock market is hit with another volatility wave.

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1:27 PM | Thursday | Aug 27, 2026

Nvidia's Latest $20 Billion Investment May Be a Huge Surprise to Some Investors

The Motley Fool

Nvidia invested in xAI back in January, just before SpaceX bought xAI. The SpaceX stake is relatively small compared to Nvidia's market cap.

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1:25 PM | Thursday | Aug 27, 2026

Nvidia Soars Almost 10%—Pushing Value Back Above $5.5 Trillion

Forbes

Nvidia shares jumped almost 10% to nearly $230 on Thursday, as investors reacted to blowout second-quarter earnings and a forecast for substantial AI-driven growth through its next fiscal year.

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12:54 PM | Thursday | Aug 27, 2026

Nvidia Delivers and the Nasdaq Jumps 1.3%

The Motley Fool

The Nasdaq Composite jumped 1.31%, well ahead of the S&P 500 at 0.66% and the Dow at 0.33%. Nvidia and Salesforce crushed analyst estimates, powering today's market rally without much help from smaller stocks.

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12:35 PM | Thursday | Aug 27, 2026

Jensen Huang's Fortune Passes Larry Ellison's As Nvidia's Blowout Earnings Adds $15 Billion To Net Worth

Forbes

Huang had his net worth increase by $14.5 billion to $195.7 billion thanks to Nvidia's stock rally, ranking him the seventh-richest person in the world, moving him ahead of Oracle's Larry Ellison, whose fortune saw a modest $172 million bump to $191.4 billion.

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12:30 PM | Thursday | Aug 27, 2026

How High Can Nvidia Stock Go? Wall Street's Next Target May Surprise You

24/7 Wall Street

Nvidia just posted 105% revenue growth yet its stock is barely moving, and Wall Street's price targets tell a story that gets more surprising the further out you look.

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12:12 PM | Thursday | Aug 27, 2026

When Dan Ives Names the Next AI Winners, Does His Own Fund Already Own Them?

24/7 Wall Street

On CNBC's Morning Call Sheet on August 27, 2026, longtime tech analyst Dan Ives told viewers where the next dollars flow after NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reignited the AI rally.

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12:10 PM | Thursday | Aug 27, 2026

Jobless Claims Decreased More Than Expected

Zacks Investment Research

Pre-market futures are mixed this morning — down -110 points on the blue-chip Dow, but +240 points on the tech heavy Nasdaq, with the S&P 500 splitting the difference, +22 points. This follows a Wednesday afternoon chock-full of earnings beats in the tech sector: +18% on Okta ( OKTA ), +10% for Salesforce ( CRM ) and +9% for cybersecurity staple CrowdStrike ( CRWD ).

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12:10 PM | Thursday | Aug 27, 2026

Broadcom Jumps Nearly 4% as AI Could Reach 54% of Sales

GuruFocus

Broadcom (AVGO), the semiconductor and infrastructure-software powerhouse, jumped approximately 3.8% to $369.005 Thursday after Nvidia (NVDA) projected roughly

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12:02 PM | Thursday | Aug 27, 2026

Musk, Altman, Huang All Set to Speak at US-Hosted G20 Tech Meeting

Benzinga

Elon Musk, Sam Altman and Jensen Huang will share billing at a technology-focused Group of 20 ministerial meeting in North Carolina next week, according to Reuters.

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12:01 PM | Thursday | Aug 27, 2026

Someone Sold Nvidia All Night After Earnings but Jensen Huang Told Cramer He's Buying Back Even More

24/7 Wall Street

A steady premarket seller took NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) from its post-earnings pop back toward the flatline overnight, even as CEO Jensen Huang used his Mad Money slot hours earlier to signal the company is buying back even

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12:00 PM | Thursday | Aug 27, 2026

NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole

Schwab Network

Nvidia (NVDA) represents 18% of the S&P 500's (SPX) incoming growth and Micron (MU) represents 14%, says Liz Ann Sonders of @CharlesSchwab. She points to both stocks as a key signal that growth remains concentrated in the AI trade.

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12:00 PM | Thursday | Aug 27, 2026

Nvidia Leads the AI Boom as Microsoft, Amazon and Apple Stocks Fall Behind

GuruFocus

Megacap technology shares are showing a different response to the latest artificial-intelligence rally, with investors favoring chipmakers and selected software

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11:54 AM | Thursday | Aug 27, 2026

Nvidia Sees AI-Fueled Demand Boosting Sales 70% Next Year

Bloomberg Markets and Finance

Nvidia said revenue will grow about 70% next fiscal year, easing concerns that AI spending is poised to lose momentum.  Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines.

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11:49 AM | Thursday | Aug 27, 2026

Nvidia: A 16.0x P/E Is A Crime

Seeking Alpha

Nvidia Corporation reported a stellar quarter, generating $21.3 billion in free cash flow and posting 106% year-over-year revenue growth. Nvidia trades at just 16x forward earnings, despite dominating the AI GPU market with gross margins of 75%. Data center sales, driven by Blackwell GPUs, contributed 93% of revenues.

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11:46 AM | Thursday | Aug 27, 2026

QUICK SPARK: Jensen Huang Is '100% Confident' Frontier AI Labs Will Remain Nvidia Customers

Benzinga

As leading AI developers race to build their own custom chips, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang says he remains unfazed. Responding to questions about OpenAI, Anthropic and other frontier AI labs designing in-house silicon, Huang said he is “100% confident” they will remain Nvidia customers and partners “for a very long time.

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11:45 AM | Thursday | Aug 27, 2026

NVIDIA Q2 Earnings Beat on Blackwell Ultra & Data Center Strength

Zacks Investment Research

NVDA's Q2 results top expectations as Blackwell Ultra fuels record Data Center growth, while Vera Rubin is set to gain prominence in Q3.

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11:38 AM | Thursday | Aug 27, 2026

Nvidia to start employee-funded US political action committee

Reuters

Tech company Nvidia ​will ​start an ⁠employee-funded ​U.S. ​political action committee, a ​source ​familiar with ‌plans ⁠told Reuters.

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11:33 AM | Thursday | Aug 27, 2026

Why are memory stocks MU, SNDK, and WDC falling despite Nvidia's results

Invezz

Memory stocks fell on Thursday despite Nvidia's strong earnings and outlook supporting the broader technology sector. Micron Technology MU declined 2%, while SanDisk fell 1.7% and Western Digital dropped 2.7% as investors appeared to weigh company-specific factors alongside the continued strength in artificial intelligence demand.

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11:31 AM | Thursday | Aug 27, 2026

Nasdaq Up in Pre-Market on Strength from NVDA, CRM & More

Zacks Investment Research

NVDIA shares are up +6% following another record quarter reported Wednesday. Okta, Salesforce and CrowdStrike are up even higher.

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11:31 AM | Thursday | Aug 27, 2026

ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28

Zacks Investment Research

NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.

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11:20 AM | Thursday | Aug 27, 2026

Why Nvidia Stock Rocketed Higher Today

The Motley Fool

Nvidia sales and profits both exceeded expectations. The company issued guidance for next year that surpassed Wall Street's expectations by a wide margin The stock is still remarkably cheap.

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11:20 AM | Thursday | Aug 27, 2026

After Nvidia Confirms the AI Boom Is Alive, Cybersecurity Stocks Are Ripping Higher

24/7 Wall Street

The AI boom has moved beyond a handful of chipmakers and cloud giants. As companies pour more money into artificial intelligence, they are also creating more systems, identities, data and autonomous agents that need protection.

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11:18 AM | Thursday | Aug 27, 2026

Why is AMD stock falling while Intel stock rises after Nvidia's earnings?

Invezz

Nvidia's blowout earnings gave semiconductor stocks a lift on Thursday, after the world's leading AI chipmaker projected 70% revenue growth for fiscal 2028 and signaled that demand for artificial intelligence infrastructure remains well above current supply. The Philadelphia Semiconductor Index rose about 1.7%, while shares of Marvell Technology, Arm Holdings, SK Hynix and Broadcom also gained.

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11:12 AM | Thursday | Aug 27, 2026

TeraWulf Jumps 6% as NVIDIA's Guidance Reignites the Compute Trade, Applied Digital Gains 5%

24/7 Wall Street

TeraWulf (NASDAQ:WULF) stock is up 6% to $16.90 Thursday morning, while Applied Digital (NASDAQ:APLD) shares are climbing 5% to $28.12. Both names are riding a read-across from someone else's earnings report.

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11:10 AM | Thursday | Aug 27, 2026

Nvidia Just Did This for the First Time Ever. And These 8 Words From Jensen Huang Show Us Why It's Fantastic News for Investors.

The Motley Fool

Nvidia, as the AI chip leader, is seeing soaring demand. The company is beginning production shipments of its latest platform, Vera Rubin.

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11:05 AM | Thursday | Aug 27, 2026

Why the Summer Slump is Setting Up Wall Street's Next Rally

Zacks Investment Research

Despite the seasonal summer volatility, underlying technical trends, sentiment metrics, and tech fundamentals continue to build a strong foundation for equities.

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11:05 AM | Thursday | Aug 27, 2026

Perplexity Wants a $30 Billion Valuation Before Its 2028 IPO. Nvidia May Help It Get There

24/7 Wall Street

Nvidia is writing a check to fund a company that turns around and buys Nvidia chips, and Jensen Huang sees nothing circular about that arrangement.

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11:01 AM | Thursday | Aug 27, 2026

NVIDIA Q2 Earnings Call Puts Supply Limits at Center of Outlook

Zacks Investment Research

NVDA sees fiscal 2028 revenues rising about 70%, but supply limits and higher memory costs loom as AI infrastructure demand runs even hotter.

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11:01 AM | Thursday | Aug 27, 2026

Nvidia Still Dominates AI Chips. Meta, Google and Amazon Still Want Their Own.

Benzinga

The biggest takeaway from this week's Hot Chips conference wasn't that Nvidia Corp‘s (NASDAQ:NVDA) grip on AI chips is slipping. It was that its biggest customers are investing more aggressively than ever in building their own.

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11:00 AM | Thursday | Aug 27, 2026

Graham: NVDA "Must Own" for Investors, Mind Macro Risks Ahead

Schwab Network

"What's not to like" about Nvidia (NVDA) earnings? Andrew Graham says the report confirms his thoughts on the stock: it's a "must own" for investors.

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11:00 AM | Thursday | Aug 27, 2026

Nvidia Beats Again - But Cash Flow Must Keep Up With Blackwell's Growth

Seeking Alpha

Nvidia Corporation is rated Buy with medium confidence for the next 6–12 months; the constraint is no longer demand but converting it into revenue, margin, and cash without loading excess. Blackwell Ultra drove Q2 FY2027 revenue to $96.221B (+106% YoY), beating guidance by 5.74% and consensus by 4.28%; Data Center revenue grew 117% YoY to $89.
023B and now makes up. At $209.89/share, NVDA trades near 23.4x forward P/E and 19.65x EV/Revenue - reasonable, not cheap - leaving little room for error against Q3 guidance of $105.
84B–$110.16B revenue and 73.5%–74.5% gross.

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11:00 AM | Thursday | Aug 27, 2026

Hark Announces Multi-Year Partnership with NVIDIA to Advance Personalized Agentic AI Supported by Gigawatt-Scale Compute

Business Wire

SAN JOSE, Calif.--(BUSINESS WIRE)--Hark today announced a multi-year strategic partnership with NVIDIA to advance personalized agentic AI, including a deep technical collaboration and gigawatt-scale compute capacity on the next-generation NVIDIA Vera Rubin platform. This announcement comes just ahead of Hark's upcoming platform launch, which will be available to the public before the end of summer. AI infrastructure is essential for Hark's development of useful AI that's accessible through exis.

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10:57 AM | Thursday | Aug 27, 2026

It's the ‘Punchbowl' Effect. Nvidia Promises to Keep It Full, the Fed Wants to Take It Away

Barrons

The chip giant is putting out astounding sales figures—an expected 70% jump next year. Fed chief Kevin Warsh just might have to raise rates if the roaring tech trade doesn't cool a bit.

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10:53 AM | Thursday | Aug 27, 2026

Why Nvidia stock is soaring over 7% today and how high it can go

Invezz

Nvidia shares soared over 7% on Thursday after the chipmaker's longer-term revenue outlook reassured investors that demand for artificial intelligence infrastructure remains strong despite concerns over spending, financing and competition. The rally could also help Nvidia break a recent pattern.

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10:51 AM | Thursday | Aug 27, 2026

Data Center Opposition Could Hurt Nvidia, Ferragu Says

Bloomberg Markets and Finance

Pierre Ferragu, New Street Research global team head of technology infrastructure, says supply chain issues and opposition to data centers in the US do make him nervous about Nvidia's future. The chipmaker says revenue will grow by about 70% in the next fiscal year.

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10:37 AM | Thursday | Aug 27, 2026

Nvidia is bolstering support for Chinese open AI models as it warns of White House crackdown

CNBC

Nvidia has said it is optimizing its hardware for Chinese open AI models, including those made by DeepSeek and Alibaba. U.S. lawmakers have grown increasingly anxious about growing adoption of Chinese models, which have made leaps in capability this year.

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10:35 AM | Thursday | Aug 27, 2026

Inside Supermicro's Stock Gain: How NVIDIA's Record Q2 Drives Data Center Demand

Benzinga

Super Micro Computer, Inc. (NASDAQ:SMCI) stock gained over 3% on Thursday as NVIDIA Corp.'s (NASDAQ:NVDA) latest earnings reinforced optimism around AI infrastructure demand, while S&P 500 futures rose 0.50%.

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10:31 AM | Thursday | Aug 27, 2026

Can Nvidia Really Hit the $12.4 Trillion Number Raymond James Just Put on It?

24/7 Wall Street

The AI infrastructure boom is entering a new phase. Spending is no longer being limited primarily by whether companies want more computing power, but by how quickly the industry can build it.

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10:30 AM | Thursday | Aug 27, 2026

Nvidia's Blowout Earnings: How High Can the Stock Go Now?

24/7 Wall Street

NVIDIA just delivered one of the most staggering quarters in corporate history, yet the stock trades as if Wall Street missed the memo.

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10:20 AM | Thursday | Aug 27, 2026

Q2: Nvidia Isn't Microsoft, And 2026 Isn't 1999

Seeking Alpha

Nvidia Corporation is rated Strong Buy, driven by unmatched efficiency in AI hardware and robust earnings growth. NVDA's valuation at 32x earnings is well below historical tech bubbles, with projected EPS growth of 90% this year and 45% next year. NVDA's ecosystem—CUDA software, industrial capacity, and market share—creates high switching costs and insulates against AMD and hyperscaler competition.

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10:11 AM | Thursday | Aug 27, 2026

Nvidia Stock Is Rising. Investors Still Buy the Growth Story.

Investopedia

Investors still want in on AI—or, at least, Nvidia's piece of it.

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10:07 AM | Thursday | Aug 27, 2026

Bill Gates Wants to Hit the Brakes. Nvidia Is Financing AI's Next Sprint.

Benzinga

Bill Gates and Nvidia Corp‘s (NASDAQ:NVDA) Jensen Huang weren't responding to each other on Wednesday. But together, they captured the central tension shaping artificial intelligence.

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10:02 AM | Thursday | Aug 27, 2026

Nasdaq Surges 200 Points; Nvidia Posts Upbeat Q2 Results

Benzinga

U.S. stocks traded mostly higher this morning, with the Nasdaq Composite gaining around 200 points on Thursday.

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10:00 AM | Thursday | Aug 27, 2026

Nvidia: The Price Hikes Are Working (Rating Upgrade)

Seeking Alpha

Nvidia Corporation is upgraded to Strong Buy after Q2 FY2027, driven by 105% year-over-year revenue and 125% year-over-year net income growth. Price hikes and robust AI demand have fueled exceptional earnings, with deferred revenue tripling and inventories reflecting rapid sell-through. NVDA's venture capital arm and equity stakes are now significant earnings contributors, but earnings quality improved as investment gains fell to 12% of operating income.

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9:55 AM | Thursday | Aug 27, 2026

Wayfair highlighted as Zacks Bull and Louisiana-Pacific Bear of the Day

Zacks Investment Research

Chicago, IL – August 27, 2026 – Zacks Equity Research shares Wayfair W as the Bull of the Day and Louisiana-Pacific Corporation LPX as the Bear of the Day. In addition, Zacks Equity Research provides analysis on NVIDIA NVDA, HF Sinclair DINO and Par Pacific Holdings PARR

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9:51 AM | Thursday | Aug 27, 2026

NVIDIA Raises the Bar on AI Growth: AI ETFs to Win

Zacks Investment Research

NVIDIA's 70% growth outlook reinforces the AI boom, benefiting ETFs targeting generative AI, quantum computing, robotics and next-gen software.

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9:46 AM | Thursday | Aug 27, 2026

Nvidia's Sales Forecast Fails to Meet Loftiest Estimates

Bloomberg Technology

Nvidia, the chipmaker at the heart of the artificial intelligence boom, delivered a sales forecast that fell short of the highest estimates, adding to investor concerns that AI spending is poised for a slowdown. Revenue in the current period will be $108 billion, plus or minus 2%, the company said in a statement Wednesday.

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9:45 AM | Thursday | Aug 27, 2026

Marvell's Big AI Test Comes One Day After NVIDIA's Blowout Quarter

MarketBeat

NVIDIA NASDAQ: NVDA just cleared the bar, and then some. On Wednesday, Aug. 26, the AI chip leader reported blowout results, with revenue of $96.2 billion and data center sales up 117% year over year.

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9:45 AM | Thursday | Aug 27, 2026

Nvidia Predicts AI-Fueled Surge Will Extend Into 2028

Bloomberg Technology

Nvidia Corp. gave a bullish sales outlook for fiscal 2028, with Chief Financial Officer Colette Kress saying the company expects to grow revenue by approximately 70% in fiscal 2028. Bloomberg's Ed Ludlow and Kunjan Sobhani break down the news.

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9:40 AM | Thursday | Aug 27, 2026

Nasdaq opens higher as Nvidia earnings revive AI trade, software stocks jump

Invezz

US stocks opened higher on Thursday after Nvidia's latest results and outlook renewed investor confidence in the artificial intelligence trade. The chipmaker's forecast highlighted continued demand for AI computing, helping lift semiconductor and software stocks in premarket trading.

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9:36 AM | Thursday | Aug 27, 2026

Nvidia Stock Jumps as Revenue Forecast Fuels Confidence

Schaeffers Research

Shares of Nvidia Corp (NASDAQ:NVDA) are up 5.8% at $221.80, after the chip giant reported blockbuster second-quarter results and issued a strong annual revenue forecast that reinforced confidence in artificial intelligence (AI) demand.

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9:30 AM | Thursday | Aug 27, 2026

NVIDIA Surges 6% as a 70% Growth Forecast Overrides a Memory Margin Warning, AMD and Intel Tick Up

24/7 Wall Street

A major player in 2020s tech hardware is pulling up some index funds today, it seems. The iShares Semiconductor ETF (NASDAQ:SOXX) is up 2% to $527 Thursday morning as semiconductor names react to NVIDIA's post-earnings surge.

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9:30 AM | Thursday | Aug 27, 2026

NVDA Blowout Quarter Backs AI Trade Strength, Memory Remains Lasting Headwind

Schwab Network

Nvidia's (NVDA) blowout quarter dismissed many fears centered on the AI trade's durability and runway. Kevin Hincks highlights the biggest numbers investors need to take away from the report.

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9:25 AM | Thursday | Aug 27, 2026

Nvidia's Hidden $40 Billion Business Beyond Big Tech Is Growing Twice as Fast

24/7 Wall Street

Nvidia's data center customer list is changing fast, and the new buyers look nothing like the hyperscalers who built the company's dominance.

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9:25 AM | Thursday | Aug 27, 2026

Morning Call Sheet: Nvidia reignites AI rally as investors eye Jackson Hole

CNBC Television

Steve Grasso, CEO of Grasso Global, Dan Ives, Partner at Yorkville Ives, and Michelle Caruso-Cabrera, CEO of MCC Global Enterprises, discuss Nvidia, AI demand, China, tariffs and Jackson Hole.

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9:10 AM | Thursday | Aug 27, 2026

NVIDIA's Blockbuster Quarter May Still Undersell How Big the AI Buildout Is

MarketBeat

NVIDIA TodayNVDANVIDIA$209.66 -3.39 (-1.59%) As of 08/26/2026 04:00 PM Eastern52-Week Range$164.07▼$236.
54Dividend Yield0.48%P/E Ratio32.11Price Target$317.44Add to WatchlistNVIDIA's NASDAQ: NVDA Q2 fiscal year 2027 (FY2027) results extend the trend, which says a lot for a company whose size and growth make others pale in comparison. After a high-double-digit Q1 FY2027, the Q2 results reflect an acceleration driven by an ecosystem of AI labs, hyperscalers, and supercomputers, pointing to sustained, long-term growth and strength in upcoming quarters.

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8:58 AM | Thursday | Aug 27, 2026

Nasdaq in the spotlight ahead Thursday's Wall Street open as Nvidia surges

Proactive Investors

Wall Street is heading for a split open on Thursday, with Nvidia's bumper earnings giving technology stocks another shot of momentum. Dow futures were effectively flat, down around 15 points at 53,506, while the S&P 500 was indicated 35 points, or 0.4%, higher at 7,725.

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8:55 AM | Thursday | Aug 27, 2026

Nvidia Q2 2027: Less Global, More Regime-Driven

Seeking Alpha

Nvidia Corporation delivered a 5-10% Q2 FY27 earnings surprise, but market reaction was ambivalent due to margin and geographic concentration concerns. NVDA's revenue is increasingly US-centric, with 70% of H1 2027 sales from the US, raising risks tied to policy and global fragmentation. Gross margin guidance for Q3 FY27 is 74% (±50bps), reflecting higher costs from scaling liquid-cooled, full-rack systems and tight memory supply.

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8:50 AM | Thursday | Aug 27, 2026

5 Things to Know Before the Stock Market Opens on Thursday

Investopedia

Stock futures are rising this morning as Nvidia's blockbuster results power the AI trade; Nvidia shares are surging after the chipmaker's quarterly report topped Wall Street estimates; Salesforce stock is rallying after its own strong report and the announcement of an expanded partnership with Anthropic; CrowdStrike shares are also on the rise thanks to a record quarter; and AI chip designer Marvell Technology is set to deliver its results after the closing bell today. Here's what you need to know.

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8:44 AM | Thursday | Aug 27, 2026

Nvidia's revenue outlook, Meta's $16.7B settlement, mail-in voting and more in Morning Squawk

CNBC

Here are five key things investors need to know to start the trading day.

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8:30 AM | Thursday | Aug 27, 2026

Nvidia Just Obliterated The Bear Case, And Shares Are Still Undervalued

Seeking Alpha

Nvidia delivered record Q2 FY2027 results, with 105.85% YoY revenue growth and management guiding to 70% growth in FY2028, citing supply constraints. NVDA's capital return program is running ahead of plan, returning 60% of FCF YTD via buybacks and dividends, with a $99 billion buyback authorization remaining. Data center revenue diversification accelerated, with non-hyperscale customers now 45% of the segment and Vera Rubin expected to drive the fastest product ramp in NVDA history.

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8:30 AM | Thursday | Aug 27, 2026

Nvidia's Q2 Secret: You're Blinded By The AI Hype

Seeking Alpha

Nvidia Corporation delivered record Q2 FY27 results, with revenue of $96.2 billion, up 106% YoY, and robust profitability metrics. NVDA raised its FY28 preliminary growth outlook to approximately 70%, driven by surging AI infrastructure demand and supply constraints. Management is proactively enabling customer financing and diversifying into AI software (e.g.
, Hugging Face) to mitigate hardware demand risks.

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8:30 AM | Thursday | Aug 27, 2026

AI Buildout "at Full Steam:" NVDA Earnings Lift Futures, CRM Integrating Claude

Schwab Network

Nvidia (NVDA) is back to acting as the stock market leader. Tom White discusses the Mag 7 giant's earnings beat bolstered by more than $96 billion in quarterly revenue and commentary from CEO Jensen Huang that the AI infrastructure buildout is "at full steam.

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8:30 AM | Thursday | Aug 27, 2026

Nvidia Has Reportedly Agreed To Buy AI Model Hosting Platform Hugging Face For $13 Billion

Forbes

Nvidia CEO and billionaire Jensen Huang made his first-ever post on X last month, coming out in defense of open-source AI models. He wrote: “Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

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8:15 AM | Thursday | Aug 27, 2026

Nvidia Delivered - The Margin Guide Is The Catch

Seeking Alpha

NVIDIA Corporation delivered a standout quarter, with revenues up 106% YoY and strong beats on both GAAP and non-GAAP earnings. NVDA's valuation remains attractive at ~24x forward earnings and a PEG ratio near 0.5, despite explosive growth and sector-leading margins. Major hyperscaler capex commitments, notably AWS's two-million GPU purchase, confirm robust AI infrastructure demand and reinforce the bullish thesis.

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8:11 AM | Thursday | Aug 27, 2026

AI Theme Still Running Hot as Nvidia Beats Q2 Earnings Estimates

ETF Trends

Heading into Q2 fiscal 2027 earnings, the capital markets wondered if the vaunted chipmaking giant Nvidia still has its mojo. Despite rallying to atmospheric levels over the past three years, this massive upside is already baked into its stock price.

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8:09 AM | Thursday | Aug 27, 2026

Nvidia Q2: The Reason Why Earnings Growth Does Not Lead To Above-Market Returns

Seeking Alpha

The initial reaction to Nvidia's Q2 report is quite strong, but this might not last in the coming months. Some parts of the earnings release could offset the initial share price jump, thus continuing the recent trend of NVDA trailing the market. Current earnings multiples reduce downside risk, but they are not a reason to buy NVDA with the expectation of above-market returns.

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8:05 AM | Thursday | Aug 27, 2026

AZIO AI Increases Estimated Sales Pipeline to Approximately $307 Million for Up to 512 NVIDIA HGX B300 Systems in Expanded Power Champion Agreement

GlobeNewsWire

Expanded Power Champion agreement covers up to 384 additional NVIDIA HGX B300 systems, bringing the relationship to up to 512 systems in total, subject to future purchase orders and customary conditions

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8:01 AM | Thursday | Aug 27, 2026

Here Are Thursday’s Top Wall Street Analyst Research Calls: Abercrombie & Fitch, Choice Hotels International, DigitalOcean Holdings, First Solar, LTC Properties, Okta, Regions Financial, Synopsys, and More

247 Wallst

Wall Street analysts delivered a flurry of rating changes Thursday, reshuffling positions on retailers, REITs, solar stocks, and cybersecurity names while markets digest hotter inflation data and brace for a pivotal Fed speech at Jackson Hole.

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7:30 AM | Thursday | Aug 27, 2026

Breakfast News: Nvidia Crushed It. Who Cares?

Fool - Investing News

Nvidia revenue more than doubles, Okta and Veeva climb on beats, and more

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7:29 AM | Thursday | Aug 27, 2026

Is the AI Buildout Becoming Too Dependent on the Bank of Nvidia?

24/7 Wall Street

The AI infrastructure boom has entered a new phase. What began as a pure hardware arms race among tech giants has evolved into a capital-intensive buildout measured in hundreds of billions of dollars.

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7:29 AM | Thursday | Aug 27, 2026

How Nvidia Stock Finally Snapped Its Post-Earnings Losing Streak

Barrons

Nvidia stock was surging following an earnings report which is making Wall Street rethink its assumptions about the chip maker's growth.

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7:05 AM | Thursday | Aug 27, 2026

Why Nvidia stock is rising today after four straight post-earnings selloffs

Invezz

Nvidia has spent the past year delivering one strong earnings report after another, only to see investors respond with skepticism when the results hit the market. That pattern changed on Thursday.

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7:02 AM | Thursday | Aug 27, 2026

Nvidia Reports Triple-Digit Revenue Growth; Now Supply Is The Constraint

Seeking Alpha

Nvidia reported $96.2 billion in Q2 revenue, up 106% and back to triple-digit growth. The supply constraint is back. It's memory. It's advanced packaging.
It's power. CEO Jensen Huang says the entire supply chain is constrained. Edge Computing is only 7.5% of revenue today. Yet, Nvidia now considers it one of only two "platforms.
" Why? Jensen's answer throughout the call was agentic AI. This is continuous inferencing from, ultimately, billions of AI agents running around the clock.

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7:01 AM | Thursday | Aug 27, 2026

“My God Nvidia Is Undervalued.” Ross Gerber Says $450 A Share Is Possible.

24/7 Wall Street

After Nvidia posted one of the largest quarterly profits in corporate history, one wealth manager ran the numbers and came back with a price target that sits above every analyst on Wall Street. His math is straightforward.

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7:00 AM | Thursday | Aug 27, 2026

3 Stocks That Could Make You Rich by 2030

24/7 Wall Street

Getting rich by 2030 is a compounding problem. Platform-scale businesses with pricing power, structural demand tailwinds, and enough capital to bend an entire industry toward their roadmap tend to compound when given four years to work.

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7:00 AM | Thursday | Aug 27, 2026

Nvidia Q2: Jensen Is Building His AI Berkshire

Seeking Alpha

Nvidia beat on both lines, $96.2B revenue and $2.46 EPS, but the story is the balance sheet. I'm holding my shares and maintaining my buy rating. The equity portfolio was under 5% of assets a year ago.
It is almost 20% today, roughly $63.4B, mostly Intel and SpaceX. Nvidia de facto owns companies it de jure only licenses from and hires out of. Groq is the model, and Hugging Face now fills out the private side.

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6:55 AM | Thursday | Aug 27, 2026

Nvidia Posts Another Record Quarter; Investors Worry About ROI

WSJ

Also, J.M. Smucker raises outlook as sales climb.

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6:47 AM | Thursday | Aug 27, 2026

Nvidia Nearing $13 Billion Deal For AI Startup Hugging Face

PYMNTS

Nvidia is reportedly close to acquiring the artificial intelligence platform Hugging Face. Nvidia and Hugging Face have held discussions about a $13 billion deal in the last few weeks, according to a report Wednesday (Aug. 26) by Business Insider that cited a source familiar with the matter.

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6:40 AM | Thursday | Aug 27, 2026

Wall Street Breakfast Podcast: Nvidia's Biggest Hug Yet

Seeking Alpha

Nvidia (NVDA) reportedly agreed to acquire Hugging Face for $12.9B, nearly triple its 2023 valuation, reinforcing NVDA's AI ecosystem dominance. Salesforce (CRM) surged 11% premarket after Q2 earnings beat, driven by strong AI-related revenue and a new Anthropic partnership.

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6:35 AM | Thursday | Aug 27, 2026

Nvidia Soars 7% In Premarket As It Leads Upswing In Chip Stocks After Strong Earnings

Forbes

Nvidia reported its earnings for the second quarter of 2026 on Wednesday. The company reported $96.2 billion in revenue for the second quarter, up 106% from the previous year, beating Wall Street's forecasts of $92.2 billion.

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6:33 AM | Thursday | Aug 27, 2026

Nvidia Reportedly Agrees to Pay $12.9 Billion for the Central Hub of the Open-Source AI World, a Company With Just $150 Million in Revenue

24/7 Wall Street

Nvidia reportedly wants to buy the open-source platform where nearly every AI model in the world lives, but the price tag raises a question that goes beyond the billions: what happens to developer trust when the hub of a vendor-neutral

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6:30 AM | Thursday | Aug 27, 2026

Morning Bid: Nvidia vaults over high bar

Reuters

Whatever doubts people may have about AI demand, Nvidia's results certainly don't show it. The $5 trillion chip juggernaut comfortably ticked all the boxes yet again with its quarterly update yesterday.

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6:30 AM | Thursday | Aug 27, 2026

Nvidia Stock Is Cheap After Q2 Earnings. Yes, It Is

Seeking Alpha

Nvidia fundamentals remain exceptionally strong, with accelerating revenue growth, high cash flow margins, and a robust net cash position. We rate NVDA as Hold, with a price target of $260 and a stretch target of $300, setting a stop below $189. (Our prior rating was Accumulate, between $165 and $190). Despite competitive threats from hyperscalers and alternative chip providers, NVDA's valuation at 33x TTM unlevered pre-tax FCF is inexpensive in the light of its growth and margins.

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6:18 AM | Thursday | Aug 27, 2026

Nvidia, Salesforce, and CrowdStrike Prove It Pays to Bet on the AI Veterans

Barrons

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.

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6:18 AM | Thursday | Aug 27, 2026

AMD and Nvidia Partner Nutanix's Stock Jumps After Earnings Beat. Why It's Got Further to Go.

Barrons

Bookings are growing fast and it's only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

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6:15 AM | Thursday | Aug 27, 2026

Analysts raise Nvidia stock price target

Finbold

Nvidia (NASDAQ: NVDA) reported strong fiscal second-quarter 2026 results on August 26 and issued revenue guidance above analysts' estimates, sending the stock up 7% overnight and prompting a number of analysts to raise their Nvidia stock price targets.

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6:06 AM | Thursday | Aug 27, 2026

Nvidia CEO Jensen Huang 'rips the Band-Aid off' as AI chip giant resets expectations

Fox Business

Nvidia CEO Jensen Huang says the company decided to "rip the band-aid off" on gross margins, resetting expectations to 72%-73% for next year.

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6:02 AM | Thursday | Aug 27, 2026

Nvidia stock is climbing after another set of blockbuster results. Here's what Wall Street is saying.

Market Watch

Shares of Nvidia rose in premarket trading on Thursday. Goldman Sachs and Citigroup raised their price targets for the stock.

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5:59 AM | Thursday | Aug 27, 2026

NVIDIA Is Still the AI Bellwether—And Rivals Aren't Close

Benzinga

NVIDIA Corp. (NASDAQ:NVDA) stock is trading up more than 7% in Thursday's premarket session as investors react to the company's quarterly results and upbeat commentary on AI demand. The move follows a double beat and management's message that the AI infrastructure buildout is “at full steam.

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5:38 AM | Thursday | Aug 27, 2026

Nvidia stock soars 7% overnight

Finbold

The extended trading between Wednesday and Thursday, August 27, appears to have decisively broken Nvidia (NASDAQ: NVDA) stock's week-long losing streak, as it featured a 7.56% upsurge from $209.66 to $225.50.

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5:30 AM | Thursday | Aug 27, 2026

Nvidia's $279 Billion Supply-Chain Gamble

WSJ

The AI chip leader is using its financial muscle to win the supply battle, but it comes with downsides.

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5:20 AM | Thursday | Aug 27, 2026

3 Juggernaut Stocks to Hold for the Next 10 Years

Fool - Investing News

Buying and holding these promising stocks can be a winning formula.

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4:40 AM | Thursday | Aug 27, 2026

Nvidia to buy AI platform Hugging Face for $12.9 billion: Report

TechXplore

Nvidia is set to buy artificial intelligence platform Hugging Face for $12.9 billion, news outlet The Information reported Wednesday, as the U.S. chipmaking giant seeks to diversify.

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4:25 AM | Thursday | Aug 27, 2026

Stock Market Today: Nvidia's Bullish Forecast Lifts Market Spirits

WSJ

Chip behemoth's earnings suggest AI boom has more room to run

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4:23 AM | Thursday | Aug 27, 2026

Michael Burry Says NVDA Stock Appears ‘Wildly Undervalued' on Paper After Blowout Q2 Earnings, but Warns Nvidia Shares Are Still ‘Treading Water'

Benzinga

“The Big Short” investor Michael Burry on Thursday raised doubts about Nvidia Corp.'s (NASDAQ:NVDA) stock trajectory following its second-quarter earnings, calling out a sharp disconnect between the AI giant's fundamentals and market pricing.

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4:20 AM | Thursday | Aug 27, 2026

3 Stocks That Are No-Brainer Buys in the Second Half of 2026

The Motley Fool

Arista Networks is benefiting from the surge in demand for AI data center networking. Nvidia remains the core supplier of AI compute.

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4:19 AM | Thursday | Aug 27, 2026

Nvidia posts quarterly revenue beat as Huang eyes further growth 'acceleration'

CNBC International TV

Nvidia posts another quarterly earnings beat, predicting a 70 per cent surge in sales growth for 2027 and shrugs off concerns over circular financing. CEO Jensen Huang tells CNBC, A.I.

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4:11 AM | Thursday | Aug 27, 2026

Nvidia shares up 5% after-hours. Here's what the latest results print tells us about the state of AI

Proactive Investors - Finance

The widely anticipated results from the world's largest company largely reassured the market. Here's the post-results analysis. Nvidia Corp (NASDAQ:NVDA,...

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4:10 AM | Thursday | Aug 27, 2026

Nvidia rises after signaling longer AI spending runway

Reuters

Nvidia shares rose about 6% before the bell on Thursday as investors embraced the chipmaker's strong long-term outlook, betting that ​a global race to build AI infrastructure will fuel years ‌of rapid growth despite concerns about supply bottlenecks and financial ties with customers.

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4:08 AM | Thursday | Aug 27, 2026

Nvidia jumps 6% in premarket trading after blockbuster earnings boost AI confidence

CNBC

Nvidia jumps 6% in premarket trading after blockbuster earnings boost AI confidence

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4:05 AM | Thursday | Aug 27, 2026

Nvidia stock after earnings: 3 numbers investors should watch next

Invezz

Nvidia stock (NASDAQ: NVDA) drew attention Thursday after the chipmaker delivered a record quarter and offered a bullish view of how long the artificial-intelligence spending boom can run. Fiscal second-quarter revenue reached $96.22 billion, up 106% year over year and above the $92.17 billion expected by analysts.

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3:37 AM | Thursday | Aug 27, 2026

Amid the 'Lag 7', Nvidia results make it hard to argue AI cycle is running out of room: CIO

CNBC International TV

Prime Capital Financial CIO Will McGoff discusses Nvidia's latest earnings report, what it signals about the AI investment cycle, and why he sees a potential catch-up trade in the Magnificent Seven stocks. He also touches on Nvidia's potential in China.

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3:33 AM | Thursday | Aug 27, 2026

Nvidia shares up 5% after-hours. Here's what the latest results print tells us about the state of AI

Proactive Investors

The widely anticipated results from the world's largest company largely reassured the market. Here's the post-results analysis.

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3:32 AM | Thursday | Aug 27, 2026

Computacenter leads London tech higher as Nvidia halo lifts sentiment

Proactive Investors

Computacenter PLC (LSE:CCC), the technology infrastructure reseller, rose 4.51% to 5,460p on Thursday morning, topping the FTSE 100 risers board after Nvidia's quarterly results beat expectations overnight. The gain came despite limited direct commercial read-across between the Hatfield-based group and the American chipmaker's data centre business.

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3:29 AM | Thursday | Aug 27, 2026

Nvidia agrees to buy Hugging Face for $12.9 billion, report says

CNBC

Nvidia agreed to buy Hugging Face for $12.9 billion, The Information has reported. Neither Nvidia nor Hugging Face immediately responded to CNBC requests for comment.

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3:19 AM | Thursday | Aug 27, 2026

Nvidia to buy Hugging Face for $12.9B in major open-source AI bet: report

Invezz

Nvidia has agreed to acquire Hugging Face, a leading repository for open-source artificial intelligence models and datasets, for $12.9 billion, The Information reported, citing a person familiar with the deal. If completed, the transaction would rank among Nvidia's largest acquisitions and represent another major bet by CEO Jensen Huang on continued growth in AI demand.

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2:45 AM | Thursday | Aug 27, 2026

Stock Market: Will S&P 500 Open Up or Down Today?

Benzinga

U.S. stock futures are trending higher early Thursday as Wall Street processes Nvidia Corp.‘s (NASDAQ:NVDA) highly anticipated earnings, strong durable goods data, and the resumption of diplomatic efforts in the Middle East.

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2:32 AM | Thursday | Aug 27, 2026

Nvidia closes in on Hugging Face acquisition

TechCrunch

Nvidia has agreed to buy Hugging Face for $12.9 billion, The Information reported Wednesday night, citing a source familiar with the matter. Business Insider, which first reported over the weekend that Hugging Face was fielding takeover interest, reported Wednesday night that the talks — which would value the company at more than $13 billion — had not yet produced a signed agreement and could still atomize.

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1:52 AM | Thursday | Aug 27, 2026

Nvidia's Upbeat Sales Outlook Eases Concerns About AI Economy

Bloomberg Markets and Finance

Nvidia, the chipmaker at the heart of the artificial intelligence boom, said it forecasts revenue growth of about 70% in fiscal 2028. Analysts had predicted 45%.

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1:22 AM | Thursday | Aug 27, 2026

Bluebox: Nvidia's current market position will not last forever

CNBC International TV

William De Gale, Co-Founder & Lead Portfolio Manager at Bluebox Asset Management discusses the countdown to Nvidia earnings and tech stocks.

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1:19 AM | Thursday | Aug 27, 2026

Nvidia, Best Buy and 3 Stocks to Watch Heading Into Thursday

Benzinga

With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:

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12:22 AM | Thursday | Aug 27, 2026

Kospi Index on edge as SK Hynix stock jumps after strong Nvidia guidance

Invezz

The Kospi Index wavered on Thursday after the Bank of Korea (BoK) delivered a second interest rates hike as it battles with the relatively elevated inflation in the country. It also wavered as South Korean technology companies reacted to the strong Nvidia earnings report.

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12:35 PM | Thursday | Aug 27, 2026

Jensen Huang's Fortune Passes Larry Ellison's As Nvidia's Blowout Earnings Adds $15 Billion To Net Worth

Forbes

Huang had his net worth increase by $14.5 billion to $195.7 billion thanks to Nvidia's stock rally, ranking him the seventh-richest person in the world, moving him ahead of Oracle's Larry Ellison, whose fortune saw a modest $172 million bump to $191.4 billion.

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12:30 PM | Thursday | Aug 27, 2026

How High Can Nvidia Stock Go? Wall Street's Next Target May Surprise You

24/7 Wall Street

Nvidia just posted 105% revenue growth yet its stock is barely moving, and Wall Street's price targets tell a story that gets more surprising the further out you look.

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12:12 PM | Thursday | Aug 27, 2026

When Dan Ives Names the Next AI Winners, Does His Own Fund Already Own Them?

24/7 Wall Street

On CNBC's Morning Call Sheet on August 27, 2026, longtime tech analyst Dan Ives told viewers where the next dollars flow after NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reignited the AI rally.

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12:10 PM | Thursday | Aug 27, 2026

Jobless Claims Decreased More Than Expected

Zacks Investment Research

Pre-market futures are mixed this morning — down -110 points on the blue-chip Dow, but +240 points on the tech heavy Nasdaq, with the S&P 500 splitting the difference, +22 points. This follows a Wednesday afternoon chock-full of earnings beats in the tech sector: +18% on Okta ( OKTA ), +10% for Salesforce ( CRM ) and +9% for cybersecurity staple CrowdStrike ( CRWD ).

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12:02 PM | Thursday | Aug 27, 2026

Musk, Altman, Huang All Set to Speak at US-Hosted G20 Tech Meeting

Benzinga

Elon Musk, Sam Altman and Jensen Huang will share billing at a technology-focused Group of 20 ministerial meeting in North Carolina next week, according to Reuters.

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12:01 PM | Thursday | Aug 27, 2026

Someone Sold Nvidia All Night After Earnings but Jensen Huang Told Cramer He's Buying Back Even More

24/7 Wall Street

A steady premarket seller took NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) from its post-earnings pop back toward the flatline overnight, even as CEO Jensen Huang used his Mad Money slot hours earlier to signal the company is buying back even

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12:00 PM | Thursday | Aug 27, 2026

NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole

Schwab Network

Nvidia (NVDA) represents 18% of the S&P 500's (SPX) incoming growth and Micron (MU) represents 14%, says Liz Ann Sonders of @CharlesSchwab. She points to both stocks as a key signal that growth remains concentrated in the AI trade.

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11:54 AM | Thursday | Aug 27, 2026

Nvidia Sees AI-Fueled Demand Boosting Sales 70% Next Year

Bloomberg Markets and Finance

Nvidia said revenue will grow about 70% next fiscal year, easing concerns that AI spending is poised to lose momentum.  Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines.

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11:49 AM | Thursday | Aug 27, 2026

Nvidia: A 16.0x P/E Is A Crime

Seeking Alpha

Nvidia Corporation reported a stellar quarter, generating $21.3 billion in free cash flow and posting 106% year-over-year revenue growth. Nvidia trades at just 16x forward earnings, despite dominating the AI GPU market with gross margins of 75%. Data center sales, driven by Blackwell GPUs, contributed 93% of revenues.

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11:46 AM | Thursday | Aug 27, 2026

QUICK SPARK: Jensen Huang Is '100% Confident' Frontier AI Labs Will Remain Nvidia Customers

Benzinga

As leading AI developers race to build their own custom chips, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang says he remains unfazed. Responding to questions about OpenAI, Anthropic and other frontier AI labs designing in-house silicon, Huang said he is “100% confident” they will remain Nvidia customers and partners “for a very long time.

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