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Feb 19
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$187.98
$187.98
-0.0%
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N/A
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Finnhub News
|
— |
Finnhub - NVDA
Morgan Stanley Cautious on Nebius (NBIS) Foll...
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Feb 18
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$187.98
$187.98
-0.0%
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N/A
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Finnhub News
|
— |
Finnhub - NVDA
Nvidia Exit Tests Applied Digital’s AI Factor...
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Feb 18
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$187.98
$187.98
-0.0%
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N/A
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Finnhub News
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— |
Finnhub - NVDA
Nvidia Rated Buy by Citi Ahead of Expected 2H...
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Feb 18
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$187.98
$187.98
-0.0%
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N/A
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Finnhub News
|
— |
Finnhub - NVDA
AI pioneer Fei-Fei Li's World Labs raises $1 ...
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Feb 18
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$187.98
$187.98
-0.0%
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N/A
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Finnhub News
|
— |
Finnhub - NVDA
Discover the most active stocks in Wednesday'...
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Feb 18
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$187.98
$187.98
-0.0%
|
LONG
|
—
|
Meta is one of Nvidia's top two customers and is now purchasing Nvidia CPUs (Grace) alongside GPUs, whereas "Intel and AMD used to own that market of server CPUs." Nvidia is using its dominance in GPUs to cross-sell CPUs by promising better throughput and performance. Hyperscalers like Meta are accepting this bundle to ensure they remain on the priority list for scarce GPU allocation. Long NVDA as it captures more data center wallet share; Long META as it secures the necessary compute for AI dominance. Regulatory scrutiny on Nvidia's bundling practices; over-ordering by Hyperscalers leading to an eventual inventory digestion phase. |
Bloomberg Markets
Meta Deepens Nvidia Ties As Uber Plans To Spe...
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Feb 18
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$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Jim Cramer Linked NVIDIA (NVDA) & Computer St...
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|
Feb 18
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$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Steven Cohen's Strategic Moves: A Closer Look...
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|
Feb 18
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$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Did Nvidia Just Deliver a Crushing Blow to AM...
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|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
39% Yield from the YieldMax NVDA Option Incom...
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|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
LONG
|
Mandeep Singh
Senior Analyst, Bloomberg Intelligence
|
Meta is not only deploying Nvidia GPUs but is also "talking about using NVIDIA CPUs," moving away from the traditional x86 architecture. Historically, an AI server rack consisted of Nvidia GPUs paired with Intel or AMD CPUs. By switching to Nvidia's own CPUs (Grace), Nvidia captures 100% of the silicon value in the rack. This increases revenue per unit and deepens the competitive moat by creating a tightly integrated, proprietary ecosystem. Long NVDA as they successfully expand from being a GPU accelerator company to a full-stack data center provider. Regulatory intervention regarding market dominance or supply chain bottlenecks at TSMC. |
Bloomberg Markets
Meta Will Deploy Millions of Nvidia Processor...
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|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
SoftBank Adds TwentyOne Capital, Exits Nvidia...
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|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Nvidia Deepens India AI Push as E2E Shares Ju...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
LONG
|
DeItaone
|
NVIDIA shares rose after announcing a multiyear deal to sell millions of chips to |
@DeItaone
$NVDA - NVIDIA SHARES RISE 1.8% AFTER CO TO S...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
World Labs lands $200M from Autodesk to bring...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Nvidia is Quietly Building a Physical AI Ecos...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
RTI and NVIDIA to Host Webinar on Simplifying...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
The 2x Leveraged SSO ETF Can Double Your Retu...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
The Stock Market Needs a Spark to Ignite a Re...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Nvidia, Tesla Collaborator Looks To Trigger A...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
LONG
|
Matt Bloxham
Head of Research, The Block
|
Meta is deepening its relationship with Nvidia, and Meta was Nvidia's second-largest customer last year. Despite fears of hyperscalers (like Meta) building their own chips to replace Nvidia, the deepening partnership signals that Nvidia's GPUs remain indispensable for the immediate future of AI model training. Long NVDA (continued demand) and META (securing necessary compute). Regulatory crackdowns on Big Tech capex; diminishing returns on AI spend. |
Bloomberg Markets
China Doesn't Want Russia to Lose Ukraine War...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
LONG
|
@DeItaone
|
Morgan Stanley identifies Nvidia as the most under-owned megacap stock relative to its S&P 500 weighting, suggesting potential for institutional buying to close the ownership gap. |
@DeItaone
$NVDA - NVIDIA MOST UNDER-OWNED MEGACAP, SAYS...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Nvidia Q4: Why Even A Record 'Beat' Could Sin...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
LONG
|
CNBC
|
Meta, a key hyperscale customer, is expanding its deal to purchase AI chips from Nvidia. This provides a clear, tangible confirmation of sustained, high-volume demand for Nvidia's flagship AI products. Increased orders from a major client like Meta directly translate to stronger revenue visibility and reinforce Nvidia's dominant market position. The news serves as a powerful bullish catalyst, validating the ongoing AI investment cycle and solidifying Nvidia's role as the primary enabler. This should be viewed positively by the market and support a higher valuation. The market may have already priced in strong demand from hyperscalers, potentially limiting the upside from this specific announcement. The lack of financial details in the article means the incremental impact could be smaller than investors speculate. A broader market downturn could overwhelm this company-specific positive news. |
Finnhub - META
Meta expands Nvidia AI chip deal
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
LONG
|
Ram Ahluwalia
Founder, Lumida Wealth
|
Nvidia and Apple are the only two major tech stocks trading above their 200-day moving averages. Nvidia has immense pricing power ("Mag 7 has no choice"), and Apple largely sat out the massive CapEx splurge. In a "picks and shovels" gold rush, the value accrues to the hardware provider (NVDA) regardless of whether the customers (MSFT/META) make a profit. Apple remains a defensive play with a cleaner balance sheet by avoiding the "incinerator." LONG. Divergence within Big Tech favors the sellers of infrastructure (NVDA) and the disciplined allocators (AAPL). A sudden halt in AI CapEx spending would crush Nvidia's order book. |
Unchained (Chopping Block)
Why $700 Billion in AI CapEx Could Be the Nex...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Forget NVIDIA: This is the AI Stock to Buy in...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
US tech giant Nvidia announces India deals at...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Nvidia Partner Super Micro's Momentum Drops A...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Deep Dive Into NVIDIA Stock: Analyst Perspect...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Needham Reiterates Buy on NVIDIA, Maintains $...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
LONG
|
Joumanna Bercetche
Anchor, Bloomberg
|
Meta has agreed to buy "millions" of Nvidia processors (Blackwell generation) over the next few years. Despite market fears of an "AI Bubble," the largest hyperscalers (Meta) are accelerating, not decelerating, their capex spend on compute. This validates the hardware revenue floor for Nvidia. Long the "pick and shovel" (NVDA) and the adopter with the deepest pockets (META). Regulatory scrutiny on AI dominance; potential over-ordering leading to future inventory corrections. |
Bloomberg Markets
Geneva Diplomacy: US-Iran Hail Progress in Nu...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
LONG
|
@business
|
Nvidia is expanding its presence and commitments in India to build AI capacity, indicating potential for future growth in a key emerging market. |
@business
Nvidia is deepening its India push with a ser...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Elon Musk's Trillionaire Goal Could Be Met Wi...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Perplexity Ditches Ads, Targets CEOs, Doctors...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Indian data center firm Yotta to build $2 bil...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Is It Too Late To Consider Nvidia (NVDA) Afte...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
How Nvidia and AI are Driving Demand for Silv...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Cadence Design Systems Q4 Earnings Call Highl...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
LONG
|
FirstSquawk
|
Nvidia's multi-year partnership with Meta to |
@FirstSquawk
AUSTRALIA WAGE PRICE INDEX (Y/Y) Q4: 3.4% (ES...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Fortanix and NTT DATA Partner to Solve Challe...
|
|
Feb 18
|
|
$187.98
$187.98
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
3 Common Traits of Outperforming Stocks
|
|
Feb 17
|
|
$184.97
$187.98
+1.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Equities close with slight gains as tech shar...
|
|
Feb 17
|
|
$184.97
$187.98
+1.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Nvidia (NVDA) Outpaces Stock Market Gains: Wh...
|
|
Feb 17
|
|
$184.97
$187.98
+1.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Prediction: Upstart Stock Is Going to Double ...
|
|
Feb 17
|
|
$184.97
$187.98
+1.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Top Analyst Says 'Buy' Nvidia Stock Ahead of ...
|
|
Feb 17
|
|
$184.97
$187.98
+1.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Why Bittensor Surged Nearly 18% This Weekend
|
|
Feb 17
|
|
$184.97
$187.98
+1.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Masayoshi Son Cashes Out of Nvidia… Again
|
|
Feb 17
|
|
$184.97
$187.98
+1.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
How major US stock indexes fared Tuesday, 2/1...
|
|
Feb 17
|
|
$184.97
$187.98
+1.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - NVDA
Nvidia Expands India Partnerships Amid $1 Bil...
|
|
Feb 17
|
|
$184.97
$187.98
+1.6%
|
SHORT
|
@seekingalpha
|
SoftBank exited its Nvidia stake in Q4, suggesting a potential bearish view or profit-taking from a major institutional investor. |
@fundstrat
BitMine latest release but in Korean 🇰🇷
👇 htt...
|