Nvidia's stock has not moved much over the past six months, which is why good news is welcome, especially with earnings on the horizon.

NVIDIA CEO Jensen Huang hints at revolutionary AI chips for GTC 2026 in San Jose, as Rubin and Feynman rumors intensify.

Chip stocks jumped on Thursday as Nvidia's (NVDA) chip manufacturer TSMC (TSM) gave financial forecasts that signaled strong demand for AI and its CEO dismissed bubble fears. Following the release of its fourth quarter results — which outperformed Wall ...

Nvidia Corporation's outlook turns bullish: hyperscaler capex boosts data center growth, with secured HBM4 and TSMC CoWoS capacity. Click for this NVDA stock update.

Industry competition over the supply of cutting-edge high-bandwidth memory ‘HBM4’ is expected to unfold as a three-way race between Samsung Electronics, SK Hynix, and Micron. HBM4 is the sixth-generation HBM scheduled to be mounted on NVIDIA’s next-generation AI chip ‘Vera Rubin.

Nvidia won’t release a new graphics chip for gamers this year due to a deepening global shortage of memory chips, prompted by the AI boom, according to two people with direct knowledge of the matter.

OpenAI launches GPT‑5.3‑Codex‑Spark, a Cerebras-powered, ultra-low-latency coding model that claims 15x faster generation speeds, signaling a major inference shift beyond Nvidia as the company faces ads backlash,

As a result, the launch window for Nvidia’s first ARM-powered laptops appears to be slipping beyond Q1 2026. Current speculation points to a Q2 or summer 2026 debut, with N1X-powered models potentially delayed until August.