NVIDIA Corporation (NVDA) Business News

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9:16 AM | Wednesday | Sep 30, 2026 24/7 Wall Street

Cathie Wood Sold $110 Million of AMD and Bought Nvidia Instead

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9:00 AM | Wednesday | Sep 30, 2026 Business Wire

CoreWeave Delivers NVIDIA Vera Rubin NVL72 Performance at Production Scale, Starting With Cognition

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8:50 AM | Wednesday | Sep 30, 2026 GlobeNewsWire

Silo Pharma's QwikAgents Expands AI Agent Platform with NVIDIA Model Support and New Runtime Flexibility

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7:30 AM | Wednesday | Sep 30, 2026 The Motley Fool

Meet the Low-Cost Vanguard ETF With 51.8% Invested in Nvidia, Apple, Alphabet, Microsoft, and Amazon While VOO Has Just 30%

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7:20 AM | Wednesday | Sep 30, 2026 Zacks Investment Research

Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?

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7:15 AM | Wednesday | Sep 30, 2026 24/7 Wall Street

Jim Cramer's Nvidia Take is Surprisngly Sound For Once

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7:00 AM | Wednesday | Sep 30, 2026 The Motley Fool

Nvidia Stock Just Did Something for the First Time in 10 Years. Here's What History Says Happens Next.

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6:45 AM | Wednesday | Sep 30, 2026 Business Wire

Jacobs to deploy data center digital twin for NVIDIA's R&D facility

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6:12 AM | Wednesday | Sep 30, 2026 Defense World

NVIDIA Corporation $NVDA Shares Sold by Covestor Ltd

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4:56 AM | Wednesday | Sep 30, 2026 Barrons

Nvidia Was the Big Winner of Trump's AI Lunch, Here's Why

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8:43 PM | Tuesday | Sep 29, 2026 The Motley Fool

History Says Nvidia's Record $150 Billion Buyback Is Good News for the Stock

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5:32 PM | Tuesday | Sep 29, 2026 Seeking Alpha

Nvidia: The Valuation Still Doesn't Match The AI Growth

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4:52 PM | Tuesday | Sep 29, 2026 Market Watch

Nvidia's historic buyback announcement underscores a sharp divide in Big Tech

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4:25 PM | Tuesday | Sep 29, 2026 Zacks Investment Research

AMD vs. Nvidia: Which Chip Giant Looks Stronger After Their Latest Acquisitions?

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4:00 PM | Tuesday | Sep 29, 2026 Zacks Investment Research

NVIDIA & 2 Profitable Stocks to Buy Now for Big Upside

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4:00 PM | Tuesday | Sep 29, 2026 Fool - Investing News

Here's Why SpaceX Buying More Nvidia GPUs Is Bigger News for SpaceX's Stock Than Nvidia's

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2:25 PM | Tuesday | Sep 29, 2026 24/7 Wall Street

Cramer Says Nvidia's $150 Billion Buyback Only Matters If It Copies One Apple Executive

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2:19 PM | Tuesday | Sep 29, 2026 GuruFocus

Nvidia Turns to Insurers to Spread AI Chip Financing Risk

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1:49 PM | Tuesday | Sep 29, 2026 Invezz

Nvidia stock sends mixed signals as tailwinds meet headwinds

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1:30 PM | Tuesday | Sep 29, 2026 Schwab Network

NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility

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1:16 PM | Tuesday | Sep 29, 2026 Zacks Investment Research

CBRS' Backlog Rides on Strong AI Demand: Can it Outpace NVDA & AMD?

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12:23 PM | Tuesday | Sep 29, 2026 Seeking Alpha

Nvidia: A Deep Analysis About The AI CapEx

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11:53 AM | Tuesday | Sep 29, 2026 24/7 Wall Street

The Big Chip Shift is Shaking The AMD Vs. Nvidia Narrative in Powerful Ways

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11:43 AM | Tuesday | Sep 29, 2026 Benzinga

Nvidia Stock Buyback Impresses Market Experts: ‘Very Much Like This Move'

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11:35 AM | Tuesday | Sep 29, 2026 Barrons

Nvidia Is Spending Big on Buybacks. Why Apple Is the Only Mag 7 Rival Joining In.

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11:32 AM | Tuesday | Sep 29, 2026 MarketBeat

NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit

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11:19 AM | Tuesday | Sep 29, 2026 24/7 Wall Street

The Coming AI Blackout: $10 Trillion Data Center Surge Threatens to Break the Grid

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11:13 AM | Tuesday | Sep 29, 2026 Schaeffers Research

Semiconductor Stock Pops on U.S. Army Contract

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11:08 AM | Tuesday | Sep 29, 2026 GuruFocus

Nvidia Just Put a Record $150 Billion Behind Its Own Stock

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11:01 AM | Tuesday | Sep 29, 2026 Zacks Investment Research

NVIDIA Makes a Massive Bet on Its Own Stock: Should You?

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10:47 AM | Tuesday | Sep 29, 2026 Finbold

Machine learning algorithm sets Nvidia stock price for October 15, 2026

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10:38 AM | Tuesday | Sep 29, 2026 Benzinga

Nvidia Just Put $150 Billion Behind Its Stock. Is It Cheap Enough?

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10:38 AM | Tuesday | Sep 29, 2026 Reuters

Netlist seeks U.S. import ban on Micron chips used in Google, Nvidia AI computing

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10:15 AM | Tuesday | Sep 29, 2026 The Motley Fool

Nvidia vs. AMD: Which AI Chip Stock Has More Room to Run After AMD's Surge Past $1 Trillion?

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9:46 AM | Tuesday | Sep 29, 2026 MarketBeat

NVIDIA Just Strengthened the Case for Its Massive Stock Price Upside

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9:45 AM | Tuesday | Sep 29, 2026 24/7 Wall Street

Nvidia Stock Is at Its Cheapest Valuation Since 2015

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9:30 AM | Tuesday | Sep 29, 2026 24/7 Wall Street

Price Prediction: In 2 Years, Nvidia Will Be Worth This Much

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9:10 AM | Tuesday | Sep 29, 2026 Zacks Investment Research

NVIDIA's Stock Gains 1.7% as It Unveils Historic Buyback

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9:08 AM | Tuesday | Sep 29, 2026 Business Wire

QumulusAI Signs $240.9 Million in New AI Inference Customer Contracts for NVIDIA Blackwell B300 Capacity

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8:37 AM | Tuesday | Sep 29, 2026 MarketBeat

2 Short-Squeeze Candidates Waiting for the Right Catalyst

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8:21 AM | Tuesday | Sep 29, 2026 Finbold

The best dividend stocks to buy in October

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8:07 AM | Tuesday | Sep 29, 2026 Defense World

NVIDIA Corporation (NASDAQ: NVDA) Expands Buyback to $235 Billion

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7:00 AM | Tuesday | Sep 29, 2026 CNBC

Nvidia's record buyback shows chipmaker's stock is too cheap for CEO Huang to resist

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6:48 AM | Tuesday | Sep 29, 2026 Defense World

Arrowroot Family Office LLC Raises Stake in NVIDIA Corporation $NVDA

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6:36 AM | Tuesday | Sep 29, 2026 WSJ

How Nvidia's Buyback Created Phantom Value

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6:10 AM | Tuesday | Sep 29, 2026 Defense World

NVIDIA Corporation $NVDA Stock Sold by Wilkinson Global Asset Management LLC

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6:10 AM | Tuesday | Sep 29, 2026 Defense World

NVIDIA Corporation $NVDA Stock Position Lessened by Tillman Hartley LLC

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6:10 AM | Tuesday | Sep 29, 2026 Defense World

NVIDIA Corporation $NVDA Holdings Raised by Trivium Point Advisory LLC

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5:34 AM | Tuesday | Sep 29, 2026 Defense World

NVIDIA Corporation $NVDA Shares Sold by SCS Capital Management LLC

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5:06 AM | Tuesday | Sep 29, 2026 The Motley Fool

Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart.

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5:00 AM | Tuesday | Sep 29, 2026 Business Insider

Nvidia's robotics lab is becoming a founder factory

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4:58 AM | Tuesday | Sep 29, 2026 Barrons

Nvidia's Next Win May Be Better Than Stock Buybacks

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3:45 AM | Tuesday | Sep 29, 2026 The Motley Fool

Not the GPUs. This Overlooked Piece of Nvidia's Business Could Matter Most for the Stock's Next Leg Up.

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12:30 AM | Tuesday | Sep 29, 2026 Invezz

Samsung stock rises after 5% rout as Nvidia-backed AI bet goes beyond memory chips

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12:23 PM | Tuesday | Sep 29, 2026 Seeking Alpha

Nvidia: A Deep Analysis About The AI CapEx

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11:53 AM | Tuesday | Sep 29, 2026 24/7 Wall Street

The Big Chip Shift is Shaking The AMD Vs. Nvidia Narrative in Powerful Ways

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11:43 AM | Tuesday | Sep 29, 2026 Benzinga

Nvidia Stock Buyback Impresses Market Experts: ‘Very Much Like This Move'

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11:35 AM | Tuesday | Sep 29, 2026 Barrons

Nvidia Is Spending Big on Buybacks. Why Apple Is the Only Mag 7 Rival Joining In.

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11:32 AM | Tuesday | Sep 29, 2026 MarketBeat

NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit

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11:19 AM | Tuesday | Sep 29, 2026 24/7 Wall Street

The Coming AI Blackout: $10 Trillion Data Center Surge Threatens to Break the Grid

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11:13 AM | Tuesday | Sep 29, 2026 Schaeffers Research

Semiconductor Stock Pops on U.S. Army Contract

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11:08 AM | Tuesday | Sep 29, 2026 GuruFocus

Nvidia Just Put a Record $150 Billion Behind Its Own Stock

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11:01 AM | Tuesday | Sep 29, 2026 Zacks Investment Research

NVIDIA Makes a Massive Bet on Its Own Stock: Should You?

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10:47 AM | Tuesday | Sep 29, 2026 Finbold

Machine learning algorithm sets Nvidia stock price for October 15, 2026

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Cathie Wood Sold $110 Million of AMD and Bought Nvidia Instead

24/7 Wall Street

9:16 AM | Wednesday | Sep 30, 2026

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Cathie Wood just dumped one of this year's biggest AI winners to load up on a stock that has barely moved, and the reasoning behind that swap reveals a lot about where she thinks the real opportunity still sits.

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9:16 AM | Wednesday | Sep 30, 2026

Cathie Wood Sold $110 Million of AMD and Bought Nvidia Instead

24/7 Wall Street

Cathie Wood just dumped one of this year's biggest AI winners to load up on a stock that has barely moved, and the reasoning behind that swap reveals a lot about where she thinks the real opportunity still sits.

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9:00 AM | Wednesday | Sep 30, 2026

CoreWeave Delivers NVIDIA Vera Rubin NVL72 Performance at Production Scale, Starting With Cognition

Business Wire

SAN FRANCISCO--(BUSINESS WIRE)--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the availability of NVIDIA Vera Rubin NVL72 on CoreWeave, with Cognition as the first customer anywhere running production workloads on the system. Customers, like Cognition, run the system under the same operating model and tooling as their existing NVIDIA GB200 NVL72 and GB300 NVL72 fleets, with performance engineering from CoreWeave's team. The news was shared during Fully Connected, C.

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8:50 AM | Wednesday | Sep 30, 2026

Silo Pharma's QwikAgents Expands AI Agent Platform with NVIDIA Model Support and New Runtime Flexibility

GlobeNewsWire

Addition of NVIDIA Nemotron models and Hermes runtime expands customer choice across both AI models and agent software SARASOTA, FLA., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Silo Pharma (Nasdaq: SILO) (“Silo” or “the Company”), a developmental-stage biopharmaceutical company focused on novel therapeutics and drug delivery systems with a wholly owned managed AI agent subsidiary QwikAgents, today announced that QwikAgents has expanded its AI agent platform with new customer choice across both AI models and agent software, including support for customer-supplied NVIDIA API keys and the addition of Hermes agent runtime.

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7:30 AM | Wednesday | Sep 30, 2026

Meet the Low-Cost Vanguard ETF With 51.8% Invested in Nvidia, Apple, Alphabet, Microsoft, and Amazon While VOO Has Just 30%

The Motley Fool

The Vanguard Mega Cap Growth ETF is a bet that today's leading companies will continue driving broader market gains. Mega-cap growth stock valuations have come down as investors question the payoff of capital-intensive AI investments.

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7:20 AM | Wednesday | Sep 30, 2026

Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?

Zacks Investment Research

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the WisdomTree U.S. LargeCap ETF (EPS) is a passively managed exchange traded fund launched on February 23, 2007.

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7:15 AM | Wednesday | Sep 30, 2026

Jim Cramer's Nvidia Take is Surprisngly Sound For Once

24/7 Wall Street

Jim Cramer called for a $500 billion buyback and named Nvidia the single best investment Jensen Huang can make. The math behind that argument is harder to argue with than you might expect.

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7:00 AM | Wednesday | Sep 30, 2026

Nvidia Stock Just Did Something for the First Time in 10 Years. Here's What History Says Happens Next.

The Motley Fool

Nvidia's share price gains in 2026 pale in comparison to earlier periods of the AI boom. Nvidia's earnings are accelerating faster than the share price is appreciating, leading to a compression in valuation multiples.

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6:45 AM | Wednesday | Sep 30, 2026

Jacobs to deploy data center digital twin for NVIDIA's R&D facility

Business Wire

DALLAS--(BUSINESS WIRE)-- #OurJacobs--Jacobs has been selected by NVIDIA to deploy its Data Center Digital Twin for a large-scale R&D facility in the U.S.

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6:12 AM | Wednesday | Sep 30, 2026

NVIDIA Corporation $NVDA Shares Sold by Covestor Ltd

Defense World

Covestor Ltd lessened its position in shares of NVIDIA Corporation (NASDAQ: NVDA) by 21.5% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,323 shares of the computer hardware maker's stock after selling 2,832 shares during the quarter. NVIDIA comprises approximately 1.2%

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4:56 AM | Wednesday | Sep 30, 2026

Nvidia Was the Big Winner of Trump's AI Lunch, Here's Why

Barrons

Nvidia stock was rising after President Donald Trump defended self-regulation of the AI sector.

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8:43 PM | Tuesday | Sep 29, 2026

History Says Nvidia's Record $150 Billion Buyback Is Good News for the Stock

The Motley Fool

Nvidia added $150 billion to its share repurchase authorization, lifting the amount left to $235 billion. Apple's shares climbed in the year after each of its six buyback authorizations of $90 billion or more from 2018 through 2025.

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5:32 PM | Tuesday | Sep 29, 2026

Nvidia: The Valuation Still Doesn't Match The AI Growth

Seeking Alpha

Nvidia Corporation delivered another stellar quarter, with Q2 FY27 revenue up 105.9% year-over-year and robust margin expansion. NVDA's Blackwell and Vera Rubin platforms, expanding ACIE's customer base, and the AWS partnership underpin strong topline momentum through FY27 and beyond. Despite an 18% stock surge, NVDA stock trades at a forward P/E of 24.59x, well below its historical average, supporting a compelling valuation thesis.

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4:52 PM | Tuesday | Sep 29, 2026

Nvidia's historic buyback announcement underscores a sharp divide in Big Tech

Market Watch

Nvidia is expanding its buyback program to $235 billion while Alphabet and Meta halt repurchases and reallocate money to their AI initiatives.

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4:25 PM | Tuesday | Sep 29, 2026

AMD vs. Nvidia: Which Chip Giant Looks Stronger After Their Latest Acquisitions?

Zacks Investment Research

AMD and Nvidia continue to expand beyond AI chips as the semiconductor giants position themselves for the next phase of artificial intelligence.

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4:00 PM | Tuesday | Sep 29, 2026

NVIDIA & 2 Profitable Stocks to Buy Now for Big Upside

Zacks Investment Research

NVIDIA, Hamilton Lane and Marex Group stand out for strong net profit margins and earnings growth after a screen of more than 7,685 stocks.

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4:00 PM | Tuesday | Sep 29, 2026

Here's Why SpaceX Buying More Nvidia GPUs Is Bigger News for SpaceX's Stock Than Nvidia's

Fool - Investing News

By renting out more compute capacity, SpaceX aims to generate revenue that it can put toward launching orbital data center satellites.

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2:25 PM | Tuesday | Sep 29, 2026

Cramer Says Nvidia's $150 Billion Buyback Only Matters If It Copies One Apple Executive

24/7 Wall Street

Jim Cramer says Nvidia's record buyback authorization is nearly worthless unless management follows a very specific playbook borrowed from a now-retired Apple executive. The difference between a transformative capital return and an expensive illusion comes down to one measurable behavior.

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2:19 PM | Tuesday | Sep 29, 2026

Nvidia Turns to Insurers to Spread AI Chip Financing Risk

GuruFocus

Nvidia (NVDA) has held talks with insurance companies about ways to shift part of the financing risk tied to its chips as it tries to widen demand for AI infras

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1:49 PM | Tuesday | Sep 29, 2026

Nvidia stock sends mixed signals as tailwinds meet headwinds

Invezz

Nvidia stock has hit a wall slightly below its all-time high despite the optimism of the artificial intelligence spending, its cheap valuation, and the mega $150 billion buyback plan. NVDA was trading at $229 on Tuesday, down modestly from the year-to-date high of $236.

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1:30 PM | Tuesday | Sep 29, 2026

NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility

Schwab Network

"The market is holding its breath for Micron (MU)," says Jeffrey Small, noting it and several macro indicators keeping investors on edge. One of those macro headwinds includes higher interest rates and tentative impacts to earnings growth.

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1:16 PM | Tuesday | Sep 29, 2026

CBRS' Backlog Rides on Strong AI Demand: Can it Outpace NVDA & AMD?

Zacks Investment Research

Cerebras Systems' $25.4B backlog, expanding data-center capacity and improving margins strengthen its AI push against NVIDIA and AMD.

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12:23 PM | Tuesday | Sep 29, 2026

Nvidia: A Deep Analysis About The AI CapEx

Seeking Alpha

Nvidia Corporation is rated a Buy, with the consensus underestimating resilient AI infrastructure demand and hyperscaler CapEx trajectories. NVDA's valuation at 24x earnings is below its 5-year average, despite robust growth prospects and a modeled fair value of $309 per share. Hyperscalers' strategic incentives and balance sheet capacity suggest persistent CapEx growth, reinforcing NVDA's dominant market position.

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11:53 AM | Tuesday | Sep 29, 2026

The Big Chip Shift is Shaking The AMD Vs. Nvidia Narrative in Powerful Ways

24/7 Wall Street

NVIDIA and AMD both posted massive data center numbers, but the real battle brewing between them has nothing to do with GPUs. A surprising new front is opening that could flip the competitive advantage neither company fully owns yet.

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11:43 AM | Tuesday | Sep 29, 2026

Nvidia Stock Buyback Impresses Market Experts: ‘Very Much Like This Move'

Benzinga

NVIDIA Corp (NASDAQ:NVDA) announced a record-breaking $150 billion stock buyback on Monday. The news sent shares higher and is winning over market experts.

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11:35 AM | Tuesday | Sep 29, 2026

Nvidia Is Spending Big on Buybacks. Why Apple Is the Only Mag 7 Rival Joining In.

Barrons

Nvidia has the largest buyback program in the stock market. Outside of Nvidia and Apple, capital returns aren't large at any of the Mag Seven stocks.

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11:32 AM | Tuesday | Sep 29, 2026

NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit

MarketBeat

NVIDIA NASDAQ: NVDA spent most of September arguing that AI safety is an engineering problem, not a legal one. On Sept. 28, the company shipped the product to prove it.

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11:19 AM | Tuesday | Sep 29, 2026

The Coming AI Blackout: $10 Trillion Data Center Surge Threatens to Break the Grid

24/7 Wall Street

Artificial intelligence has spent the past several years turning semiconductors into one of the hottest corners of the market. Now the physical world is beginning to push back.

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11:13 AM | Tuesday | Sep 29, 2026

Semiconductor Stock Pops on U.S. Army Contract

Schaeffers Research

Shares of Navitas Semiconductor (NASDAQ:NVTS) were surging premarket, though the stock has since pared gains, last seen up 2% to trade at $11.96, after the company was selected to produce chips for the U.S. Army's ALATTIS (Accelerated, Large-Area, 10 kV SiC IGBT) program.

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11:08 AM | Tuesday | Sep 29, 2026

Nvidia Just Put a Record $150 Billion Behind Its Own Stock

GuruFocus

Nvidia (NVDA, Financials) is building new technology to keep autonomous AI agents under control, but its approach to AI safety is now facing an unusual challeng

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11:01 AM | Tuesday | Sep 29, 2026

NVIDIA Makes a Massive Bet on Its Own Stock: Should You?

Zacks Investment Research

NVIDIA's record buyback signals confidence in its AI growth story. Here's why NVDA and NVIDIA-heavy ETFs could benefit.

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10:47 AM | Tuesday | Sep 29, 2026

Machine learning algorithm sets Nvidia stock price for October 15, 2026

Finbold

Despite relatively significant volatility, Nvidia (NASDAQ: NVDA) stock has recorded only a modest overall move in September, and Finbold's predictive machine learning algorithm estimated that such performance will persist by October 15, 2026.

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10:38 AM | Tuesday | Sep 29, 2026

Nvidia Just Put $150 Billion Behind Its Stock. Is It Cheap Enough?

Benzinga

Nvidia Corp (NASDAQ:NVDA) is generating enough cash from the AI infrastructure boom to fund its next wave of growth and still put $150 billion behind its own stock.

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10:38 AM | Tuesday | Sep 29, 2026

Netlist seeks U.S. import ban on Micron chips used in Google, Nvidia AI computing

Reuters

Computer-memory company Netlist said on Tuesday that it has filed a new complaint at ​a U.S. trade tribunal seeking to block imports ‌of Micron memory chips used in Google , Nvidia and Broadcom products for AI computing.

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10:15 AM | Tuesday | Sep 29, 2026

Nvidia vs. AMD: Which AI Chip Stock Has More Room to Run After AMD's Surge Past $1 Trillion?

The Motley Fool

AMD recently joined Nvidia, Broadcom, Taiwan Semi, Samsung, and Micron as the latest AI chip stock to reach a $1 trillion market cap. AMD's revenue and profit growth relative to its valuation show that the stock is priced to perfection.

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9:46 AM | Tuesday | Sep 29, 2026

NVIDIA Just Strengthened the Case for Its Massive Stock Price Upside

MarketBeat

NVIDIA NASDAQ: NVDA strengthened the case for massive share price upside by announcing a record-breaking $150 billion share buyback authorization. Backed by its cash flow and balance sheet, the buyback sends several bullish signals.

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9:45 AM | Tuesday | Sep 29, 2026

Nvidia Stock Is at Its Cheapest Valuation Since 2015

24/7 Wall Street

Nvidia's earnings have grown so fast they outpaced a rising stock price, pushing its valuation to a level not seen in over a decade.

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9:30 AM | Tuesday | Sep 29, 2026

Price Prediction: In 2 Years, Nvidia Will Be Worth This Much

24/7 Wall Street

Nvidia's earnings estimates have sprinted far ahead of its share price, and one upcoming product ramp could rewrite the revenue math entirely. Here is how the numbers stack up for the next two years.

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9:10 AM | Tuesday | Sep 29, 2026

NVIDIA's Stock Gains 1.7% as It Unveils Historic Buyback

Zacks Investment Research

NVDA gains 1.7% after unveiling a record $150 billion buyback expansion, lifting remaining repurchase capacity to $235 billion through fiscal 2028.

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9:08 AM | Tuesday | Sep 29, 2026

QumulusAI Signs $240.9 Million in New AI Inference Customer Contracts for NVIDIA Blackwell B300 Capacity

Business Wire

ATLANTA--(BUSINESS WIRE)---- $QMLS #NASDAQ--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced two three-year take or pay agreements with AI inference customers. The agreements have combined contracted value of $240.9 million and cover more than 2,000 NVIDIA Blackwell B300 GPUs across two dedicated clusters.$211.9 million, three years: an AI inference platform that helps companies deploy large language models, vision models, speech models and other.

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8:37 AM | Tuesday | Sep 29, 2026

2 Short-Squeeze Candidates Waiting for the Right Catalyst

MarketBeat

Stocks with high short interest are a dime a dozen; the question is whether shorts can cover quickly, which is indicated by days to cover. Days to cover measures how many days at average volume it would take short sellers to close out 100% of their positions; the higher it is, the better (if you are looking for a squeeze), and above five is generally good.

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8:21 AM | Tuesday | Sep 29, 2026

The best dividend stocks to buy in October

Finbold

Investors looking for dividend stocks in October may want to keep an eye on Realty Income (NYSE: O), which stands out for its monthly dividend and long record of increases, and Nvidia (NASDAQ: NVDA), which combines a dividend with a newly expanded share-repurchase program.

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8:07 AM | Tuesday | Sep 29, 2026

NVIDIA Corporation (NASDAQ: NVDA) Expands Buyback to $235 Billion

Defense World

What happened NVIDIA Corporation (NASDAQ: NVDA) expanded its remaining share-repurchase authorization to $235 billion on Monday. The board added $150 billion and expects the program to run through fiscal 2028. That figure is authority to purchase, not cash already spent or a guaranteed schedule. The latest filing says NVIDIA Corporation (NASDAQ: NVDA) can change execution

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7:00 AM | Tuesday | Sep 29, 2026

Nvidia's record buyback shows chipmaker's stock is too cheap for CEO Huang to resist

CNBC

Nvidia is bolstering its stock buyback program to historic levels at a time when it's earnings multiple is cheap compared to its peers. CEO Jensen Huang has been signaling his intention to purchase Nvidia shares.

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6:48 AM | Tuesday | Sep 29, 2026

Arrowroot Family Office LLC Raises Stake in NVIDIA Corporation $NVDA

Defense World

Arrowroot Family Office LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ: NVDA) by 69.2% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 10,375 shares of the computer hardware maker's stock after buying an additional 4,245 shares during the quarter. NVIDIA

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6:36 AM | Tuesday | Sep 29, 2026

How Nvidia's Buyback Created Phantom Value

WSJ

Plus, an ‘existential risk to humanity'

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6:10 AM | Tuesday | Sep 29, 2026

NVIDIA Corporation $NVDA Stock Sold by Wilkinson Global Asset Management LLC

Defense World

Wilkinson Global Asset Management LLC lessened its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 2.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 448,949 shares of the computer hardware maker's stock after selling 11,867 shares during the period. NVIDIA makes up

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6:10 AM | Tuesday | Sep 29, 2026

NVIDIA Corporation $NVDA Stock Position Lessened by Tillman Hartley LLC

Defense World

Tillman Hartley LLC cut its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 57.9% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,064 shares of the computer hardware maker's stock after selling 4,214 shares during the quarter. NVIDIA makes up

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6:10 AM | Tuesday | Sep 29, 2026

NVIDIA Corporation $NVDA Holdings Raised by Trivium Point Advisory LLC

Defense World

Trivium Point Advisory LLC boosted its stake in shares of NVIDIA Corporation (NASDAQ: NVDA) by 44.4% during the undefined quarter, according to its most recent filing with the SEC. The firm owned 247,081 shares of the computer hardware maker's stock after purchasing an additional 75,934 shares during the period. NVIDIA makes up approximately

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5:34 AM | Tuesday | Sep 29, 2026

NVIDIA Corporation $NVDA Shares Sold by SCS Capital Management LLC

Defense World

SCS Capital Management LLC trimmed its holdings in shares of NVIDIA Corporation (NASDAQ: NVDA) by 5.4% in the second quarter, according to its most recent filing with the SEC. The firm owned 150,437 shares of the computer hardware maker's stock after selling 8,590 shares during the period. SCS Capital Management LLC's holdings in

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5:06 AM | Tuesday | Sep 29, 2026

Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart.

The Motley Fool

Nvidia, Broadcom, and Advanced Micro Devices (AMD) have taken full advantage of otherworldly enterprise spending on AI-accelerating chips. Though AMD could slowly chip away at Nvidia's graphics processing unit (GPU) virtual monopoly, neither it nor Broadcom are a serious threat to its compute dominance.

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5:00 AM | Tuesday | Sep 29, 2026

Nvidia's robotics lab is becoming a founder factory

Business Insider

Nvidia robotics alumni are increasingly striking out as founders. AI advancements and a flood of venture capital are fueling the wave.

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4:58 AM | Tuesday | Sep 29, 2026

Nvidia's Next Win May Be Better Than Stock Buybacks

Barrons

The chip giant is riding on a wave of wins and the stock's short-term technical outlook looks strong, with the shares ready to make new record highs.

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3:45 AM | Tuesday | Sep 29, 2026

Not the GPUs. This Overlooked Piece of Nvidia's Business Could Matter Most for the Stock's Next Leg Up.

The Motley Fool

Nvidia has seen revenue soar in the triple digits thanks to its strength in the GPU market. The company dominates this space and is seeking to do the same in another area that may be key in AI.

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12:30 AM | Tuesday | Sep 29, 2026

Samsung stock rises after 5% rout as Nvidia-backed AI bet goes beyond memory chips

Invezz

Samsung Electronics stock rebounded on Tuesday after a 5.4% rout, as investors weighed a $1 billion AI infrastructure commitment that pushes the group's strategy beyond memory chips. The company and five affiliates will invest in Helix Digital Infrastructure, a KKR-led, Nvidia-backed platform developing data centres, power systems and connectivity for AI.

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12:23 PM | Tuesday | Sep 29, 2026

Nvidia: A Deep Analysis About The AI CapEx

Seeking Alpha

Nvidia Corporation is rated a Buy, with the consensus underestimating resilient AI infrastructure demand and hyperscaler CapEx trajectories. NVDA's valuation at 24x earnings is below its 5-year average, despite robust growth prospects and a modeled fair value of $309 per share. Hyperscalers' strategic incentives and balance sheet capacity suggest persistent CapEx growth, reinforcing NVDA's dominant market position.

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11:53 AM | Tuesday | Sep 29, 2026

The Big Chip Shift is Shaking The AMD Vs. Nvidia Narrative in Powerful Ways

24/7 Wall Street

NVIDIA and AMD both posted massive data center numbers, but the real battle brewing between them has nothing to do with GPUs. A surprising new front is opening that could flip the competitive advantage neither company fully owns yet.

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11:43 AM | Tuesday | Sep 29, 2026

Nvidia Stock Buyback Impresses Market Experts: ‘Very Much Like This Move'

Benzinga

NVIDIA Corp (NASDAQ:NVDA) announced a record-breaking $150 billion stock buyback on Monday. The news sent shares higher and is winning over market experts.

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11:35 AM | Tuesday | Sep 29, 2026

Nvidia Is Spending Big on Buybacks. Why Apple Is the Only Mag 7 Rival Joining In.

Barrons

Nvidia has the largest buyback program in the stock market. Outside of Nvidia and Apple, capital returns aren't large at any of the Mag Seven stocks.

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11:32 AM | Tuesday | Sep 29, 2026

NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit

MarketBeat

NVIDIA NASDAQ: NVDA spent most of September arguing that AI safety is an engineering problem, not a legal one. On Sept. 28, the company shipped the product to prove it.

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11:19 AM | Tuesday | Sep 29, 2026

The Coming AI Blackout: $10 Trillion Data Center Surge Threatens to Break the Grid

24/7 Wall Street

Artificial intelligence has spent the past several years turning semiconductors into one of the hottest corners of the market. Now the physical world is beginning to push back.

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11:13 AM | Tuesday | Sep 29, 2026

Semiconductor Stock Pops on U.S. Army Contract

Schaeffers Research

Shares of Navitas Semiconductor (NASDAQ:NVTS) were surging premarket, though the stock has since pared gains, last seen up 2% to trade at $11.96, after the company was selected to produce chips for the U.S. Army's ALATTIS (Accelerated, Large-Area, 10 kV SiC IGBT) program.

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11:08 AM | Tuesday | Sep 29, 2026

Nvidia Just Put a Record $150 Billion Behind Its Own Stock

GuruFocus

Nvidia (NVDA, Financials) is building new technology to keep autonomous AI agents under control, but its approach to AI safety is now facing an unusual challeng

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11:01 AM | Tuesday | Sep 29, 2026

NVIDIA Makes a Massive Bet on Its Own Stock: Should You?

Zacks Investment Research

NVIDIA's record buyback signals confidence in its AI growth story. Here's why NVDA and NVIDIA-heavy ETFs could benefit.

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10:47 AM | Tuesday | Sep 29, 2026

Machine learning algorithm sets Nvidia stock price for October 15, 2026

Finbold

Despite relatively significant volatility, Nvidia (NASDAQ: NVDA) stock has recorded only a modest overall move in September, and Finbold's predictive machine learning algorithm estimated that such performance will persist by October 15, 2026.

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