Latest NVDA news

Cerebras Is About as Big as Nvidia's Data Center Business Was Nearly a Decade Ago. The Similarities Mostly End There.

The Motley Fool · Sat, 10 Oct 2026 20:37:01 -0400

Cerebras expects $880 million to $890 million of core revenue in 2026. Nvidia's data center revenue was $830 million in fiscal 2017.

Like Meta's Muse AI Agents? 4 AI Semiconductor Stocks Set to Benefit From the Rise of AI Agents.

The Motley Fool · Sat, 10 Oct 2026 11:30:00 -0400

Arm benefits from both its own CPUs and custom CPUs. AMD and Nvidia both look well-positioned to capture market share in the fast-growing server CPU space.

Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone?

MarketBeat · Sat, 10 Oct 2026 09:46:28 -0400

Schneider Electric OTCMKTS: SBGSY just made the biggest bet in its history. On Oct. 5, the French energy management giant agreed to buy PTC NASDAQ: PTC for about $22.6 billion in cash.

Worried About an AI Bubble? You Need To See This 1 Chart Now.

The Motley Fool · Sat, 10 Oct 2026 08:45:01 -0400

Forecasting an AI bubble continues to be popular among billionaire investors. The growth of PC sales may be a better analog for today's moment than the dot-com era.

Why Nvidia's stock is dodging the AI credit scare that is crushing Broadcom and Oracle

Market Watch · Sat, 10 Oct 2026 08:30:00 -0400

The P/E ratios have contracted and the CDS spreads have widened in all three cases, but Nvidia appears unscathed

Prediction: This Will Be the Next Big AI Gold Rush and This Company Will Be the Winner.

The Motley Fool · Sat, 10 Oct 2026 07:05:01 -0400

The graphics processing unit (GPU) was the early star of the AI market, as it fuels key tasks. Another product may drive AI growth in the coming quarters.

Nvidia GPUs are everywhere. Here are the ways companies are accessing them

CNBC · Sat, 10 Oct 2026 07:00:01 -0400

AI labs are spending tens of billions of dollars per year for Nvidia chips that run their models. The demand has led to the blossoming of an industry that hyperscalers once had to themselves, including lucrative one-off arrangements and asset-light strategies.

Market information is provided for research and visualization and is not investment advice.