NVDA
206.84
-0.92% (-1.92)
Updated 03:00 AM
What the news says
Alphabet's large-scale capex allocation is expected to benefit semiconductor suppliers including Nvidia, which serves as a primary beneficiary of data-center infrastructure buildout. Amkor's expanded partnership with Nvidia directly supports semiconductor packaging and testing capacity in the U.S., strengthening the supply chain for advanced chip production that feeds demand from cloud and AI infrastructure investments.
Updated 03:00 AM
High confidence07/25, 04:22 PM
Nvidia shares may face a decision point around August 26 based on historical trading patterns.
Nvidia shares may face a decision point around August 26 based on historical trading patterns.
Affected assets
finnhub-NVDA
07/25, 04:22 PM
Related updates
finnhub-NVDA · 07/25, 04:10 PM
Market reactionAmkor Technology announced a multi-year $1.5 billion partnership with Nvidia including a prepayment to expand its advanced semiconductor packaging and testing capacity in the U.S.
FirstSquawk · 07/25, 03:52 PM
Market reactionNvidia and SK Group announced a $500 billion-plus AI data center initiative with a memory partnership.
Barchart · 07/25, 02:58 PM
Market reactionMichael Burry has increased his short position in Nvidia and Micron.
finnhub-NVDA · 07/25, 01:32 PM
Event soonNAVER, Brookfield and NVIDIA announced an expansion of Korea's sovereign AI factory infrastructure, increasing the initial NVIDIA DSX AI factory deployment from 55 megawatts to 200 megawatts.
finnhub-NVDA · 07/25, 01:09 PM
Event soonNvidia CEO Jensen Huang and Palantir Technologies issued an open letter defending open weight AI models and urging policymakers to avoid restrictive AI regulations.
financialjuice · 07/25, 12:10 PM
Market reactionSK Group and Nvidia expanded their strategic partnership to include AI factories and next-generation memory production.
finnhub-NVDA · 07/25, 12:10 PM
Event soonNAVER, NVIDIA and Brookfield announced plans to expand Korea's sovereign AI factory infrastructure to 200 megawatts by 2028 to support AI innovation in Korea and the US.
finnhub-NVDA · 07/25, 12:10 PM
Event soonSK Group and NVIDIA announced a $500-billion-plus partnership to build AI infrastructure including SK Telecom's 2-gigawatt AI factory and SK Hynix's AI memory capabilities.
FirstSquawk · 07/25, 11:11 AM
Market reactionSK Group is pursuing $750 billion in chip supply deals with U.S. technology firms including NVIDIA.
finnhub-NVDA · 07/25, 09:17 AM
Event soonTechnology stocks declined following earnings reports that raised investor concerns, and Netflix shares fell sharply.
finnhub-NVDA · 07/25, 09:08 AM
Market reactionNvidia created a joint AI research lab with South Korea's KAIST and entered a multi-year semiconductor packaging partnership with U.S.-based Amkor Technology.
FirstSquawk · 07/25, 09:01 AM
Market reactionNvidia and SK Group launched an AI initiative worth more than $500 billion.
FirstSquawk · 07/25, 08:53 AM
Market reactionSK Group's chairman Chey Tae-won expects Nvidia CEO Jensen Huang to request additional memory chips.
finnhub-NVDA · 07/25, 08:20 AM
Event soonMagnificent-7 companies forecast 32.2% earnings growth in Q2 2026, versus 26.0% for the S&P 500—the narrowest growth spread since 2023.
finnhub-NVDA · 07/25, 03:03 PM
Event soonAlphabet is projected to spend $205 billion on capital expenditures, which analysts expect will benefit semiconductor and networking stocks including Cipher Digital, Micron, and Broadcom.
FirstSquawk · 07/25, 09:02 AM
Market reactionNvidia commits $1 billion and Brookfield commits up to $9 billion for Naver AI data center growth.
FirstSquawk · 07/25, 09:01 AM
Market reactionSK Telecom plans to build a 2GW AI data center powered by Nvidia Vera Rubin chips and SK Hynix HBM4 memory.
finnhub-MSFT · 07/25, 06:59 AM
Market reactionNvidia, Microsoft, and Palantir are leading a pushback against new AI restrictions.
financialjuice · 07/25, 06:38 AM
Market reactionNaver, Nvidia, and Brookfield plan to jointly invest up to $10 billion to boost an AI data center.