NVIDIA Corporation (NVDA)
Nvidia CEO “perfectly fine” with California's billionaires tax
NVIDIA CEO Jensen Huang, the world's ninth-richest person and head of the most valuable company, said he isn't concerned about a billionaires tax under consideration in his home state of California bloom.bg/3NgRDkS
Nvidia doubles down on AI leadership at CES
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) used its CES 2026 keynote to underline what it described as “very high” demand for AI computing, unveiling its next-generation Vera Rubin platform and reinforcing its leadership across AI chips, networking and systems, according to Bank of America. At the keynote and analyst Q&A, CEO Jensen Huang laid out Nvidia's roadmap for the Vera Rubin platform, which is now in full production and on track for launch in the second half of 2026.
Nvidia to accelerate Siemens chip-design tools using its GPUs
Nvidia announced today at CES 2026 that it would help Siemens' electronic design automation (EDA) software run on its GPUs in an attempt to speed up the chip-design process. Nearly all computer chips today are designed using EDA tools, and as chip features get smaller and transistors more numerous, the process has grown more computationally intensive.
Data center cooling-related stocks drop after Nvidia CEO Huang's comments
Shares of U.S. heating, ventilation and air conditioning-related companies dropped on Tuesday after Nvidia CEO Jensen Huang said that the company's upcoming chips could significantly reduce cooling requirements in data centers.
NVIDIA CEO Announces New AI Paradigm Shifts
Jensen Huang sets a new table for AI infrastructure, while two Fed members discuss interest rate policy.
NVIDIA: The 2026 AI Captain
In an environment where investors are increasingly demanding returns on AI investment, NVIDIA will remain a key anchor of the broader AI trade in 2026 yet again.
Can Nvidia Stock Jump To $250?
Our multi-factor evaluation indicates that it could be the right time to increase your holdings of NVDA stock. Nvidia has been the biggest beneficiary of the AI boom, and demand visibility remains strong, with hyperscalers and sovereign AI projects continuing to absorb Nvidia's highest-end capacity.
Nvidia just sent a message to rivals with its latest chip announcements
The chip maker's approach to its Vera Rubin platform signals that competitors will have a hard time competing with standalone chips, Bernstein says.
Is CoreWeave Building a Durable AI Moat With NVIDIA Rubin?
CRWV plans to deploy NVIDIA Rubin in 2026, expanding its AI cloud for agentic AI, reasoning models and large-scale inference workloads.
Nvidia: Ready To Outperform In 2026 -- Again (Rating Upgrade)
Nvidia Corporation remains a core outperformer, driven by dominant AI GPU market share and accelerating AI-related CapEx from major tech firms. NVDA's valuation at 41.6x P/E appears justified by projected 56–62% EPS growth through FY27, supporting a potential further expansion. AI CapEx is expected to grow 50–60% YoY in 2026, with 39% allocated to GPUs, directly fueling NVDA's top-line and margin strength.
Maduro pleads not guilty, Nvidia's robotaxi play, JPMorgan's 'secret sauce' and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
