nvidia

AMD shares jump 16% on chip deal with OpenAI. OpenAI calls itself a nonprofit but takes $100 billion from Nvidia, stakes in AMD, and a $500 billion fund. Is OpenAI the most powerful tax-shielded corporation on Earth?

Generative AI Traffic Share.. 12 months ago: 1) ChatGPT ➔ 84.7% 2) Gemini ➔ 8.1% 3) Claude ➔ 2.2% 4) Perplexity ➔ 1.6% 5) Copilot ➔ 0.8% 6 months ago: 1) ChatGPT ➔ 79.7% 2) DeepSeek ➔ 9.2% 3) Gemini ➔ 4.9% 4) Perplexity… — The Data of Everything (@TheDataHubX) October 6, 2025 OpenAI’s “nonprofit” …

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Nvidia secretly bankrolled demand for its own GPUs, funding startups and OpenAI to keep sales soaring while Wall Street cheered

For those who have followed me long enough, you know that vendor financing has been Nvidia’s practice since the introduction of ChatGPT. They have consistently invested in startups and hyperscalers so that these companies could buy their GPUs. Now, with the massive numbers coming in – an estimated $55B in revenue next quarter, over $60B …

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AI money loop inflates tech markets, Nvidia, OpenAI, and Oracle create massive capital circulation that could trigger historic collapse

The AI money loop is creating a surge in valuations that feels unstoppable, but it hides enormous risk. Nvidia’s investments into OpenAI, Oracle’s GPU purchases, and OpenAI’s massive capacity orders keep pumping cash around in a cycle that inflates stock prices far faster than real-world growth. Each transaction looks like progress, but the system depends …

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Nvidia just put $100B into OpenAI and magically gained $150B in value, tell me again how this isn’t a bubble

We sell you 100 billion in shovels and then invest that into your shovel-buying enterprise. There is no bubble here. The tech is clearly valuable enough by itself without resorting to wash investments. Nvidia to invest $100 billion in OpenAI (Reuters) -Chipmaker Nvidia will invest up to $100 billion in OpenAI and provide it with …

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Intel stock explodes 30% after Nvidia deal just days after U.S. quietly bought 10% stake and one trader’s $72,000 gamble is suddenly worth almost $1 million

How do I get involved in insider trading? That’s where the money is at. Imagine being this guy… They bought $72,000 worth of $INTC 26.5 calls that expire next week This morning $NVDA announced partnership with $INTC pumping the stock 30% His position will open up worth almost $1,000,000 pic.twitter.com/fgd5E0AKDC — John Trades MBA (@JPATrades) …

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Is Nvidia another Cisco in the making?

Nvidia will eventually lose 60 to 70% market share. pic.twitter.com/agyse2XC0c — The Great Martis (@great_martis) September 12, 2025 Is it true AI companies are depreciating their hardware over a 20+ year period instead of 3 in their earnings reports? If so, they're hiding their debt and falsifying earnings estimates. — Financelot (@FinanceLancelot) September 12, 2025

The Enron-like accounting inflating the AI mania: Oracle’s revenue stream mostly depends on Nvidia, AMD, Meta, OpenAI, and xAI, yet Meta, OpenAI and xAI themselves all run on Nvidia and AMD.

Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense. Correct After the crash, business schools will start teaching Earnings Quality again It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced with classes including "how to become a social media influencer" and "when in doubt, buy …

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AI cartel seeks lenders to fund GPU purchases as cash runs low. Microsoft and Nvidia use contracts to guarantee GPU debt.

For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use this contract as a guarantee). I wonder whether they are finally… https://t.co/1zXQ9oQbZI — JustDario 🏊‍♂️ …

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Nvidia sidelined, Alibaba crowned in Beijing’s chip power play. Alibaba Cloud is chasing AWS

Alibaba’s chip announcement isn’t an upgrade. It’s a message. “China’s Alibaba has developed a new chip that is more versatile than its older chips and is meant to serve a broader range of AI inference tasks” (US News). The design runs Nvidia’s software stack but comes out of a Chinese fab, not Taiwan. That’s insulation …

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Nvidia stock falls despite record $46.7 billion quarter; Data center misses two quarters in a row rattle investors

$46.7 billion in revenue. A 56% jump from last year. A figure no chipmaker has ever touched. And the stock still fell more than 5% after hours. That is not strength. That is fragility revealed. The illusion is scale. The reality is concentration. The world’s most valuable chipmaker is leaning on a single platform, a …

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Nvidia dominates, but cracks show ahead of earnings; Lynx downgrades $NVDA, GPT-5 backlash and GPU adoption fears threaten explosive growth!

The market’s heartbeat depends on one stock, and that stock just got a cold. $NVDA's "explosive growth is inevitably set to slow and Wednesday's results will be forensically examined for bumps in the road ahead."@Reuters pic.twitter.com/hCCFZaQMZ5 — Daily Chartbook (@dailychartbook) August 27, 2025 Sam Altman said AI “may be in a bubble.” High capex with …

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Nvidia orders Samsung and others to stop making H20 chips after China tells firms not to use the only US-approved processor. Literally Lutnick’s fault?

$NVDA Nvidia added $1 trillion in market cap after Trump approved H20 sales to China just a few months ago. Now what?https://t.co/uSURCUN53U pic.twitter.com/BWBM0SzWdN — JaguarAnalytics (@JaguarAnalytics) August 22, 2025 NVIDIA ORDERS SUSPENSION TO H20 CHIP PRODUCTION: INFORMATION $NVDA Literally Lutnick's fault — The_Real_Fly (@The_Real_Fly) August 22, 2025 “Nvidia instructed Arizona-based Amkor Technology to stop production …

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Beijing retaliates after US trade chief mocks China as “addicted” to American tech, orders ByteDance and Alibaba to halt Nvidia chip purchases

“We don’t sell them our best stuff, not our second-best stuff, not even our third-best… You want to sell the Chinese enough that their developers get addicted to the American technology stack, that’s the thinking” https://www.msn.com/en-us/news/technology/china-reportedly-discouraged-purchase-of-nvidia-ai-chips-due-to-insulting-lutnick-statements/ar-AA1KX76p According to FT, China’s senior leaders found Secretary Lutnick's "addicted to American technology stack" comments “insulting”, leading to policymakers …

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AI chip shipments bugged: US targets Nvidia and Super Micro with secret trackers to monitor China-bound servers

The US government is no longer warning, it’s wiring. Reuters confirms federal agencies are embedding tracking devices in AI chip shipments to catch illegal diversions to China. https://www.reuters.com/technology/us-embeds-trackers-ai-chip-shipments-catch-diversions-china-sources-2025-08-13/ If this is in the news it means the FBI likely already did it and if that’s the case $NVDA but most of all $SMCI are in …

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China crackdown hits Nvidia as $500 billion offer to White House fails to stop chip freeze

Nvidia’s Jensen Huang offered the White House $500 billion to keep China’s market open. Trump pushed for even more. That shows just how high the stakes are for both sides in this tech standoff. https://www.wsj.com/articles/nvidia-ceo-jensen-huang-white-house-china-chip-sales-500-billion-investment-4f3a2b7a $NVDA – From WSJ REPORT: NVIDIA CEO JENSEN HUANG SOUGHT WHITE HOUSE OK TO SELL CHIPS IN CHINA, OFFERED $500B …

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China’s new desert AI city may lack the 115,000 Nvidia chips it needs

Bloomberg found China is building a small city of AI data centers in a remote desert. In this mini-documentary, we reveal how it’s planning to use thousands of export-banned US chips to power them https://t.co/iIHBF0rFIA — Bloomberg (@business) July 31, 2025 China plans to build roughly 36 data centers in its remote Xinjiang desert zone, …

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Trump just blocked Taiwan’s president from visiting New York. Why now? Because Nvidia depends on Taiwan’s chips and China holds the shipping lanes.

Trump blocks Taiwan’s president from a symbolic New York stopover. China raises objections. Trump complies. Lai Ching-te cancels the trip. Markets barely flinch. But something isn’t right. Lai was en route to Paraguay, Guatemala, Belize. All Taiwan diplomatic allies. The New York stop was meant to signal US backing. Instead it’s erased. No official announcement. …

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Student loan help goes corporate: Nvidia pays $350/month. United Talent offers unlimited help.

The One Big Beautiful Bill Act made employer student loan contributions permanently tax-free, with inflation adjustments starting in 2026. This removes the biggest barrier to adoption and is expected to accelerate uptake. Companies like Nvidia, Fidelity, and United Talent already offer monthly reimbursements ranging from $50 to $350, with lifetime caps between $10,200 and $30,000. …

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Wells Fargo borrowed $196B to stay in business. 30-year yield hit 5%. Nvidia overbought. S&P 500 flashing 2008. Bonds may rip.

The 30-year Treasury yield just pierced the 5% ceiling again. That line has held for two decades. Every time it’s tested, the bond market snaps back. April 6 was the last time it happened. Stocks dipped. Bonds rallied. Today looks like a rerun. The yield hit 5.01% before retreating to 4.91% by close. That’s the …

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Retail pours record $155B into stocks in 2025 surge, daily inflows hit $1.3B with Nvidia and Tesla leading trades. The crisis is almost here?

Retail trading volume explodes to $6.6T shattering previous highs. Retail is going all-in on this market: Individual investors bought $155.3 BILLION of single stocks and ETFs in the first half of 2025, the largest semi-annual net inflows on record, according to Vanda Research. This exceeds the previous high of $152.8 billion hit in the first… …

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Nvidia becomes world’s first $4T company. Scraping fight escalates. Publishers build fences. Robots coming for jobs.

Nvidia has become the first publicly traded company to reach a $4 trillion market capitalization, closing at $164.02 on July 9 after a 2.5% gain. The milestone places Nvidia ahead of Microsoft and Apple, both of which previously topped $3 trillion. The company’s valuation has grown more than fifteenfold in five years, driven by sustained …

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Nvidia just broke history. $4 trillion market cap. One company powering nearly every AI on earth

Nvidia has officially become the first publicly traded company to reach a $4 trillion market capitalization. The milestone was crossed on July 9 after shares rose 2.5% to close above $164. The company now sits ahead of Microsoft and Apple, both of which previously topped $3 trillion. Nvidia’s valuation has grown more than fifteenfold in …

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Warning signs flash on Nasdaq and NVIDIA as broadening pattern suggests tech rally may be nearing a brutal end

Culmination moment nears after flawless capitulation call… Nasdaq vs. NVIDIA The broadening pattern appears in both charts. This not good.This very bad. Moment of truth approaches. Hope this helps. pic.twitter.com/Xe3blOo48M — The Great Martis (@great_martis) July 3, 2025 Nasdaq Called the capitulation to perfection. Now let's see if the Great Martis can call culmination to …

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Meta Microsoft NVIDIA Google form key patterns

MetaMicrosoftNVIDIAGoogle As the formations near completion, extra vigilance is required. The next couple of weeks will be telling. Hope this helps. pic.twitter.com/lswIGwTgoc — The Great Martis (@great_martis) July 3, 2025 Microsoft is laying off 4% of its workforce mostly in gaming division. Candy Crush team is hit the hardest with 10% of workers fired. Most …

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Top Nvidia insiders dump $194 million in stock

Nvidia (MONSTER) Insider Trading Alert 🚨 Mark Stevens and Tench Coxe, the 2nd and 3rd largest individual shareholders and board members, just dumped a combined $194 million worth of $NVDA shares pic.twitter.com/3iv2KHMmZd — Barchart (@Barchart) June 12, 2025

Retail dumps Nvidia at record highs

RETAIL IS SELLING $NVDA ACCORDING TO VANDA RESEARCH – Retail outflows from Nvidia were $258M over the past 5 days, $255M over the past 21 days – Nvidia retail sentiment down to -15, it’s lowest level in 3 years – Yesterday Nvidia became the most valuable company in the world again but only gained +$35M …

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