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Nvidia Earnings Land Today in Marketwide Test for the AI Trade

The chipmaker’s report will signal whether hyperscalers’ massive AI spending is translating into durable growth.

Nvidia Cast as More Reliable Long-Term Bet Than Polymarket’s Binary Wagers

OpenAI Nears First Close of $100 Billion-Plus Round as Nvidia Weighs $30 Billion Stake

AI Deal Fuels Tech Rebound as Oil Jumps and Fed Minutes Expose Split

Big Tech Maps $600–$650 Billion AI Capex for 2026, Splitting Markets

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

Nvidia Asks TSMC to Ramp H200 Output as Chinese Orders Top 2 Million

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

Nvidia Gains Fresh Wall Street Boost as Senate Targets Tighter AI Chip Exports

Nvidia Puts $2 Billion Into Synopsys to Embed Its AI in Chip‑Design Tools

Broadcom Nears $2 Trillion After Goldman Upgrade as Nvidia Seeks to Reassure With Memo

Nvidia’s Blowout Quarter Lifts Targets as Shares Whipsaw and AI Risks Come Into Focus

Nvidia’s Blowout Quarter Fails to Quell AI Bubble Jitters

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

SoftBank Sells Entire Nvidia Stake for $5.8 Billion to Back OpenAI and AI Infrastructure

Palantir Sinks for the Week After Blowout Quarter as Karp Rebukes Short Sellers

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

OpenAI Taps Broadcom to Co-Develop Up to 10 GW of Custom AI Accelerators

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments