Additionally, management's tone remained confident. Nvidia CEO Jensen Huang emphasized in the company's fiscal third-quarter update that sales of its Blackwell GPUs were "off the charts," and it noted that its cloud GPUs were completely sold out.

In a memo to a Wall Street analyst, Nvidia directly responded to a recent X post from Michael Burry that was critical of the company.

Nvidia shares plummeted over 3% after reports emerged that Meta Platforms is negotiating to spend billions on Google's AI chips, signaling a significant challenge to Nvidia's dominance in the AI chip market.

Hedge fund billionaire Peter Thiel sold his entire stake in Nvidia and started a position in Microsoft during the third quarter.

Nvidia (NVDA) shares edged slightly higher today, rising around 2% in the wake of recent market moves. Investors have been watching the stock's month-long performance and are considering what the subtle momentum means for valuation at current levels.

Nvidia Corporation upgraded to Strong Buy as AI-driven data center demand fuels 35% upside. Click for my NVDA earnings update.

Earnings reports can swing fortunes overnight, and we saw a study in contrasts last week Nvidia (NASDAQ:NVDA) unveiled its third-quarter fiscal 2026 results last Wednesday after the market closed, posting record revenue of $57 billion — a 22% jump from the prior quarter and 62% year-over-year surge,

Michael Burry, the hedge fund manager who famously predicted the 2008 financial crisis, just delivered a scathing analysis of Nvidia Corp. (NASDAQ:NVDA) that challenges the AI darling’s reputation as a shareholder-friendly company—and his numbers tell