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These NVIDIA Partner Stocks Are Getting a Boost

These Nvidia Partner Stocks Are Getting a Boost After GTC Keynote

Shares of several Nvidia partners got a lift Wednesday in the wake of CEO Jensen Huang's GTC keynote. Coherent, Lumentum, Corning, Fabrinet, and Amphenol are some of the companies that could be poised to benefit from ties to the chipmaker, JPMorgan analysts said.

Barron's · 22h

Nvidia Stock Falls Heading Into GTC Keynote

Nvidia stock was dropping as investors awaited the start of CEO Jensen Huang’s keynote address at the company's GTC developer conference this afternoon. Shares of the AI chip company were down 3.1% in early trading Monday to $115.

MarketWatch on MSN · 9h

Nvidia’s GTC keynote didn’t boost the stock. Why Wall Street wasn’t so impressed.

Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments.

AI tokens sink

AOL · 1h

Nvidia showcases new chips while AI stocks slide

Nvidia CEO Jensen Huang presented the company’s new chips and hyped the data center industry’s build-out. Huang laid out the map: The company’s next AI chip out of the fab will be Blackwell Ultra, which debuts in the second half of this year.

Reuters on MSN · 1d

Nvidia expected to reveal details of latest AI chip at conference

Nvidia CEO Jensen Huang is expected on Tuesday to reveal fresh details about the company's newest artificial intelligence chip at its annual software developer conference. Nvidia stock has more than quadrupled in value over the past three years as the company powered the rise of advanced AI systems such as ChatGPT,

Crypto on The Street on MSN · 1d

AI tokens sink as Nvidia unveils new AI chips at conference

The decline in AI crypto tokens suggests concerns over Nvidia’s aggressive annual chip release cycle. While the company is leading AI chip development, investors may be worried

AI, NVIDIA

Reuters on MSN · 16h

Nvidia CEO Huang says chipmaker well positioned for shift in AI

Nvidia CEO Jensen Huang said on Tuesday the company was well placed to navigate a shift in the artificial intelligence industry, in which businesses are moving from training AI models to getting detailed answers from them.

Bloomberg on MSN · 22h

Nvidia Looks to Expand AI Reign With New Chips, Personal Supercomputers

Jensen Huang, Nvidia Corp.’s chief executive officer, used his annual developer conference to address concerns that the cost of artificial intelligence computing is spiraling out of control.

Business Insider · 1d

Nvidia CEO says next AI step will be enable by improved training

Generative AI has changed how computing is done; Physical AI is the next step following Agentic AI, Nvidia (NVDA) CEO Jensen Huang said during

2don MSN

Nvidia's Top AI Event Is Here: Will Nvidia Stock Rise During March 18 Through March 21?

For context, in the company's first quarter of fiscal 2026 (ended Jan. 26, 2025), the data center platform generated 90.5% of ...

Nvidia stock stems losses as GTC leaves Wall Street analysts 'comfortable with long term AI demand'

Nvidia stock rose 1% Wednesday, stemming losses from a two-day slide that saw shares lose 5% as the AI chipmaker’s annual GTC ...

2don MSN

Markets are hoping Nvidia's big AI event this week will be a badly needed positive catalyst for the stock

With the shares down 13% in 2025, investors are looking for fresh updates from the GTC conference to help restart the rally ...

9hon MSN

Analysts revisit Nvidia stock price targets after surprise demand forecast

Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access ...

2don MSN

Nvidia’s AI empire: A look at its top startup investments

Nvidia has used its ballooning fortunes to invest in over 80 AI startups. Here are the giant semiconductor's largest ...

10d

Palantir Vs. Nvidia: Which Is The Better AI Stock Buy?

Which AI stock is the better buy? Compare growth potential, financials, and market positions to decide which tech giant fits ...

24/7 Wall St. on MSN4h

3 Can't Miss Announcements from GTC: NVIDIA's (NVDA) Biggest Event of the Year

NVIDIA (Nasdaq: NVDA) is hosting its biggest event of the year: GTC. Yesterday NVIDIA CEO Jensen Huang gave a keynote which ...

Nvidia GTC 2025 live updates: Blackwell Ultra, GM partnerships, and two ‘personal AI supercomputers’

GTC, Nvidia’s biggest conference of the year, starts this week in San Jose. We're on the ground covering all the major ...

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