NVIDIA CORP
No SEC Form 4 filings for $NVDA in the last 30 days.
See all $NVDA insider activity →On Aug. 12, Jim Cramer discussed NVIDIA (NVDA) on Mad Money, citing AI data center buildout and claims that older NVIDIA GPUs retain value. The article also notes NVDA fiscal Q1 revenue of $81.6B, up 85% YoY, with data center compute $60.4B (+77%) and networking $14.8B (+199%), plus GAAP gross margin 74.9%.
Reuters reports, citing the WSJ, that Nvidia has reduced its $250 billion data center guarantee for OpenAI. The change affects the scale of Nvidia’s planned infrastructure support for OpenAI’s AI compute needs, which investors may view as relevant to Nvidia’s supply and revenue outlook.
Goldman Sachs data cited by The Kobeissi Letter says the top 10 US stocks accounted for 16.4% of total notional dollar trading volume so far in 2026. Nvidia led at 3.0%, followed by Micron (2.8%), Tesla (2.1%), and SanDisk (1.5%). Liquidity was uneven, with SanDisk’s spread at 12.4 bps versus 5.9 bps for the S&P 500 average.
Over the past 7 days, alphai's AI scored 636 news stories mentioning NVDA (NVIDIA CORP). Coverage has skewed bullish: 405 bullish, 192 neutral, and 39 bearish.
Recent NVDA coverage spans financial news, market movers and technology.
The piece reinforces bullish read-through for NVIDIA’s data center platform, but it is largely commentary around already-stated results rather than a fresh disclosure.
A reduced guarantee size can lower perceived demand visibility and capex-linked revenue expectations tied to OpenAI deployments.
High trading concentration plus best execution metrics suggests NVDA may be the least execution-fragile among the top-volume names.
Nvidia is positioned as the core compute and safety software supplier for LG’s humanoid and robot-data-factory buildout.
NVDA is directly embedded in CME’s new compute-futures contract design, potentially increasing market focus on its chip pricing and supply dynamics.
alphai scores every news story that mentions NVDA with an AI model for sentiment and relevance, and aggregates insider trades from NVIDIA CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
On Aug. 12, Jim Cramer discussed NVIDIA (NVDA) on Mad Money, citing AI data center buildout and claims that older NVIDIA GPUs retain value. The article also notes NVDA fiscal Q1 revenue of $81.6B, up 85% YoY, with data center compute $60.4B (+77%) and networking $14.8B (+199%), plus GAAP gross margin 74.9%.
5 min readReuters reports, citing the WSJ, that Nvidia has reduced its $250 billion data center guarantee for OpenAI. The change affects the scale of Nvidia’s planned infrastructure support for OpenAI’s AI compute needs, which investors may view as relevant to Nvidia’s supply and revenue outlook.
1 min readGoldman Sachs data cited by The Kobeissi Letter says the top 10 US stocks accounted for 16.4% of total notional dollar trading volume so far in 2026. Nvidia led at 3.0%, followed by Micron (2.8%), Tesla (2.1%), and SanDisk (1.5%). Liquidity was uneven, with SanDisk’s spread at 12.4 bps versus 5.9 bps for the S&P 500 average.
6 min readLG and Nvidia signed an MoU to develop a bipedal humanoid robot. LG plans to publicly reveal it in early 2027, using Nvidia’s Jetson Thor, Isaac GR00T, and Halos safety system. LG will run factory trials this year with its wheel-based LG CLOiD and build a robot data factory. LG also plans AI factories on Nvidia’s Vera Rubin by mid-2027 and an 80 MW AI Factory in Cheonan by mid-2028.
6 min readCME Group said it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tied to monthly rental prices for NVIDIA H100 and B200 chips. CME aims to standardize compute for hedging AI cost swings. The article notes compute may not be fully interchangeable and that NVIDIA’s dominance could limit commodity-like trading, alongside Wall Street’s AI infrastructure financing plans.
6 min readNorges Bank Investment Management, manager of Norway’s sovereign wealth fund, disclosed it increased its AST SpaceMobile equity stake by 604,458 shares in Q2 2026, valuing the holding at about €256 million. The fund also reported a $1.22 billion equity position in SpaceX. The AST update coincides with progress toward commercial D2D service deployment.
6 min readNvidia disclosed in an SEC filing that it held 122.8 million Class A shares of SpaceX worth about $21 billion at end of Q2. SpaceX shares closed at $140 on Friday, implying Nvidia’s stake fell to about $17.2 billion. Nvidia said SpaceX will exclusively use Nvidia chips in its AI data centers and expects a significant Vera Rubin GPU allocation next year.
4 min readHarvard Management Company disclosed a $2.21 billion stake in SpaceX, holding 12,935,100 shares valued as of June 30, making it over half of HMC’s reported $4.26 billion portfolio. SpaceX IPOed June 12 at $135, briefly hit about $225, and traded near $140 on Aug. 14. HMC also reported changes in TSMC, Nvidia, AI holdings, reduced Ethereum and Bitcoin, and gold fund shifts.
6 min readThe article says NVIDIA is adding 100 dark fiber pairs and is an anchor tenant for Zayo, citing Wolfe Research. It also reports that some AI hyperscalers may include contract clauses to block fiber off-ramps to rural towns and restrict shadow conduits, citing Fierce Network. Zayo denies such clauses and says it seeks rural fiberization.
6 min readGoldman Sachs said it partnered with Nvidia to help set up independent compute platforms aimed at mobilizing more than $500 billion of third-party capital for AI infrastructure, subject to final agreements. Goldman will support debt placement via private credit and public markets, and provide junior capital and private credit financing through asset management. Other partners include Apollo, BlackRock, Blackstone, Brookfield and KKR.
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