NVIDIA CORP
NVIDIA designs computing platforms that combine GPUs, CPUs, networking, software, algorithms, systems and services for data center, gaming, professional visualization and automotive markets. Its customers include cloud providers, AI model makers, enterprises, startups, researchers, developers, gamers, and professional artists, architects and designers. NVIDIA is headquartered in Santa Clara, California. NVIDIA reports two segments: Compute & Networking, which includes data center accelerated computing and networking platforms, AI solutions and software, and automotive platforms and vehicle solutions; and Graphics, which includes GeForce GPUs for gaming and PCs and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. It sells data center systems, components, software and services, gaming GPUs and cloud gaming, workstation GPUs, and automotive hardware and software platforms. It also earns money from paid licenses for NVIDIA AI Enterprise and NVIDIA vGPU software, and from technology licensing and development agreements.
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No SEC Form 4 filings for $NVDA in the last 30 days.
See all $NVDA insider activity →Melius Research analyst Ben Reitzes cut Nvidia's (NVDA) price target by 25% to $315 but maintained a Buy rating, citing financing risks for AI infrastructure. Intel (INTC) saw a 29% drop after missing revenue expectations, impacting the broader semiconductor sector. Nvidia's stock is down 15% from its October high despite strong demand.
Steve Weiss on CNBC said Democratic midterm wins may limit AI infrastructure spending, particularly in Texas. Texas' new governor-elect, Gina Hinojosa, campaigned on a data center moratorium. Vistra (VST) and Vertiv (VRT) shares fell over 10%, while NVIDIA (NVDA) and Broadcom (AVGO) dropped less. Analysts debate the impact of policy changes on data center projects and AI suppliers.
Coin Metrics analyzed price spreads and slippage for Nvidia stock tokens, finding minimal arbitrage opportunities. Two $1,000 comparisons showed 1 basis point and -15 basis points remaining before fees. Factors like issuer onboarding and wallet restrictions affect trade execution. Bitquery noted adjusted prices for shares and dividends. Nvidia (NVDA) tokens were traded on platforms like Hyperliquid, Binance, and Kraken.
Over the past 7 days, AlphAI's AI scored 397 news stories mentioning NVDA (NVIDIA CORP). Coverage has skewed bearish: 130 bullish, 78 neutral, and 189 bearish.
Recent NVDA coverage spans market movers, financial news and crypto.
Target cut signals potential downside pressure despite buy rating.
Chip demand remains global, so impact is muted.
Tokenized NVDA shows near‑zero net edge after costs, suggesting little upside for arbitrage trades.
HIVE Digital Technologies secured a $129 million loan to buy 2,303 Nvidia GPUs for AI work, with repayment tied to a $225 million contract with Cohere. The loan covers 80% of the $165 million cluster cost, with the rest funded by convertible bonds. HIVE's shares were up 1.75% on Nov. 4, with analysts offering mixed price targets.
AMD reported Q3 2026 revenues of $13.38B, up 44.7%, with net income rising 95.3% to $2.43B. Data Center group revenues grew 96.9% to $8.55B, while Client and Gaming groups saw slower growth. AMD's cash reserves doubled to $15.78B. The company faces supply constraints in HBM memory, limiting its competition with Nvidia in datacenter GPUs, but is profitable in its core markets.
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.
Melius Research analyst Ben Reitzes cut Nvidia's (NVDA) price target by 25% to $315 but maintained a Buy rating, citing financing risks for AI infrastructure. Intel (INTC) saw a 29% drop after missing revenue expectations, impacting the broader semiconductor sector. Nvidia's stock is down 15% from its October high despite strong demand.
Steve Weiss on CNBC said Democratic midterm wins may limit AI infrastructure spending, particularly in Texas. Texas' new governor-elect, Gina Hinojosa, campaigned on a data center moratorium. Vistra (VST) and Vertiv (VRT) shares fell over 10%, while NVIDIA (NVDA) and Broadcom (AVGO) dropped less. Analysts debate the impact of policy changes on data center projects and AI suppliers.
Coin Metrics analyzed price spreads and slippage for Nvidia stock tokens, finding minimal arbitrage opportunities. Two $1,000 comparisons showed 1 basis point and -15 basis points remaining before fees. Factors like issuer onboarding and wallet restrictions affect trade execution. Bitquery noted adjusted prices for shares and dividends. Nvidia (NVDA) tokens were traded on platforms like Hyperliquid, Binance, and Kraken.
HIVE Digital Technologies secured a $129 million loan to buy 2,303 Nvidia GPUs for AI work, with repayment tied to a $225 million contract with Cohere. The loan covers 80% of the $165 million cluster cost, with the rest funded by convertible bonds. HIVE's shares were up 1.75% on Nov. 4, with analysts offering mixed price targets.
AMD reported Q3 2026 revenues of $13.38B, up 44.7%, with net income rising 95.3% to $2.43B. Data Center group revenues grew 96.9% to $8.55B, while Client and Gaming groups saw slower growth. AMD's cash reserves doubled to $15.78B. The company faces supply constraints in HBM memory, limiting its competition with Nvidia in datacenter GPUs, but is profitable in its core markets.
Nvidia (NVDA) shares fell 1.35% to $203.90 in premarket trading on November 4, as investors assessed its $108 billion quarterly revenue target. The company's Q2 revenue was $96.2 billion with a 75% non-GAAP gross margin. Q3 outlook projects a 12.3% revenue increase and a slight margin decline. Analysts highlight the challenge of maintaining profitability during product transitions.
Wall Street rallied post-midterm elections, but AI-related stocks showed mixed performance. Cloud giants like Amazon (up 7%), Microsoft (up 6%), and Alphabet (up 4%) gained, while smaller AI infrastructure providers like CoreWeave (down 10%) and Iren (down 11%) fell. Analysts noted potential slowdowns in data center buildout due to Democratic wins, impacting AI-related investments.
Hugging Face CEO Clément Delangue stated that AI risks stem from large companies developing models in secret, not open-source platforms. He mentioned a past attack by OpenAI's agents and emphasized the need for legal responsibility in AI-driven cyberattacks. Delangue's 'P(doom)' for AI existential risk is 'close to zero.' Hugging Face, with over 20 million users, was acquired by Nvidia for $12.93 billion in September.
On Nov. 4, five of the Magnificent Seven tech stocks rose, with Amazon, Microsoft, and Apple up over 6%. Nvidia and Tesla declined, down 1.81% and 3.57% respectively. Apple reclaimed the top market cap spot from Nvidia, valued at $5.14T vs. $4.89T. Analysts noted a rotation away from AI hardware towards sectors favored by the Democratic Congress.
CoreWeave (CRWV) fell 7%, Nebius (NBIS) 5%, and IREN (IREN) 9% after Wedbush's Dan Ives estimated 10% of planned US data centers may not be built due to Democratic control. CoreWeave guided to $860M-$940M in Q3 interest expense vs. $200M-$260M adjusted operating income. Analysts expect CoreWeave's revenue to grow from $5.13B in 2025 to $43.6B in 2028, but delays in data center builds could impact growth.
