9:16 AM | Wednesday | Sep 30, 2026
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.
Read full articleCathie 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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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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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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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.
Read full articleDesigned 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.
Read full articleJim 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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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.
Read full articleDALLAS--(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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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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Nvidia stock was rising after President Donald Trump defended self-regulation of the AI sector.
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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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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.
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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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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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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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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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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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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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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"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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Cerebras Systems' $25.4B backlog, expanding data-center capacity and improving margins strengthen its AI push against NVIDIA and AMD.
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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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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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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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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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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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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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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.
Read full articleNvidia (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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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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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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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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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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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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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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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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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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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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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.
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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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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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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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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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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Plus, an ‘existential risk to humanity'
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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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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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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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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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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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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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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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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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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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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.
Read full article
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.
Read full article
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.
Read full article
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.
Read full article
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.
Read full article
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.
Read full article
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.
Read full articleNvidia (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
Read full article
NVIDIA's record buyback signals confidence in its AI growth story. Here's why NVDA and NVIDIA-heavy ETFs could benefit.
Read full articleDespite 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.
Read full article