SoftBank exits Nvidia with $5.83 billion stake sale to fund AI ambitions

SoftBank Group has reportedly sold its entire holding of Nvidia shares, cashing in approximately $5.83 billion to fuel its expanding investments in artificial intelligence The Japanese tech conglomerate offloaded 32.1 million shares in October 2025, marking a strategic pivot away from the chipmaker that once anchored its Vision Fund portfolio. The sale coincided with SoftBank’s …

Nvidia has become the first company in history to surpass a $5 trillion market valuation, marking a seismic shift in global tech leadership

In October 2025, Nvidia’s stock surged past $207 per share, lifting its market capitalisation to $5.06 trillion. Once a niche graphics chip maker, Nvidia now powers the backbone of artificial intelligence worldwide. CEO Jensen Huang confirmed over $500 billion in chip orders and plans for seven U.S. supercomputers. This milestone, reached just three months after …

Oracle Cloud reportedly to deploy 50,000 AMD AI chips, signalling direct competition with Nvidia

Oracle Bets Big on AMD AI Chips, Challenging Nvidia’s Dominance Oracle Cloud Infrastructure has announced plans to deploy 50,000 AMD Instinct MI450 graphics processors starting in the second half of 2026, marking a bold strategic shift in the AI hardware landscape. The move signals a direct challenge to Nvidia’s long-standing dominance in the data centre …

Nvidia’s two undisclosed major customers reportedly accounted for 39% of the company’s Q2 revenue

Nvidia revealed in a financial filing (August 2025) that two of its customers accounted for 39% of its revenue in the July 2025 quarter, sparking concerns about the concentration of its client base. According to the company’s second-quarter filing with the Securities and Exchange Commission, ‘Customer A’ accounted for 23% of total revenue, while ‘Customer …

S&P 500 hits new record high — fueled by continued AI optimism and Nvidia anticipation: are we in AI bubble territory?

The S&P 500 closed at a fresh all-time high of 6,481.40, on 27th August 2025, marking a milestone driven largely by investor enthusiasm around artificial intelligence and anticipation of Nvidia’s earnings report. This marks the index’s highest closing level ever, surpassing its previous record from 14th August 2025. Here’s what powered the rally Even with …

Is Wall Street more fixated on Nvidia’s success than the potential failure of the Fed – the Fed needs to maintain independence?

As Nvidia prepares to unveil another round of blockbuster earnings, Wall Street’s gaze remains firmly fixed on the AI darling’s ascent. The company has become a proxy for the entire tech sector’s hopes, its valuation ballooning on the back of generative AI hype and data centre demand. Traders, analysts, and even pension funds are treating …

China reportedly concerned about security of Nvidia AI chips

China has reportedly voiced concerns about the security implications of Nvidia’s cutting-edge artificial intelligence chips, deepening the tech cold war between Beijing and Washington. The caution follows increasing scrutiny of semiconductors used in defence, infrastructure, and digital surveillance systems—sectors where AI accelerators play an outsized role. While no official ban has been announced, sources suggest …

Microsoft joins Nvidia in the $4 trillion Market Cap club

In a landmark moment for the tech industry, Microsoft has officially joined Nvidia in the exclusive $4 trillion market capitalisation club, following a surge in its share price after stellar Q4 earnings. This accolade achieved on 31st July 2025 marks a dramatic shift in the hierarchy of global tech giants, with Microsoft briefly overtaking Nvidia …

NVIDIA Hits $4 trillion market cap as AI dominance drives market surge

In a historic moment for global markets, NVIDIA has become the first publicly traded company to reach a staggering $4 trillion market capitalisation, underscoring its pivotal role in the artificial intelligence revolution. The chipmaker’s shares climbed to an all-time high of $164 this week, fuelled by relentless investor enthusiasm for AI technologies. Originally known for …

Nvidia regains top spot by market cap

Nvidia has once again claimed the title of the world’s most valuable publicly traded company, overtaking Microsoft with a staggering market capitalisation of $3.76 trillion. This milestone follows a 4% surge in Nvidia’s share price, closing at an all-time high of $154.10. The rally was fuelled by renewed investor enthusiasm for artificial intelligence. Analysts citing …

AMD Unveils Instinct MI400: is it time for AMD to challenge NVIDIA dominance?

AMD has officially lifted the curtain on its next-generation AI chip, the Instinct MI400, marking a significant escalation in the battle for data centre dominance. Set to launch in 2026, the MI400 is designed to power hyperscale AI workloads with unprecedented efficiency and performance. Sam Altman and OpenAI have played a surprisingly hands-on role in …

Saudi Arabia to acquire 18000 Nvidia AI chips with more to follow

Saudi Arabia is making bold moves in artificial intelligence with a major acquisition from Nvidia. The tech giant will be sending more than 18,000 of its latest GB300 Blackwell AI chips to Saudi-based company Humain, in a deal that marks a significant step toward the nation’s ambitions to become a global AI powerhouse. The announcement …

Nvidia sales grow 78% on AI demand – gives strong guidance

Nvidia recently reported its Q4 results, showcasing impressive growth driven by strong demand for AI technology. The company achieved a record quarterly revenue of $39.3 billion, marking a 78% increase from the previous year. This growth was primarily fuelled by the success of Nvidia’s Blackwell AI supercomputers, which saw billions of dollars in sales in …

Is Nvidia share price at risk as DeepSeek creates an alternative lower cost AI direction?

Nvidia’s share price has been on a rollercoaster ride recently. After experiencing a significant drop due to concerns over the Chinese startup DeepSeek’s AI models, Nvidia’s stock saw a sharp recovery. On Tuesday 28th January 2025 Nvidia shares ended 8.82% higher at $128.86 on Nasdaq, following a 17% drop the previous day. However, there are …

Investors poured money into leveraged ETFs linked to Nvidia – then the stock crashed!

Single-stock ETFs betting heavily on Nvidia’s blistering rally plunged, tracking losses in the AI chip makers shares, calling into question the reliability of the leveraged investment strategy. The GraniteShares 2x Long NVDA Daily ETF (NVDL) fell nearly 34% overnight. The Direxion Daily NVDA Bull 2x Shares ETF (NVDU) and T-Rex 2X Long Nvidia Daily Target ETF (NVDX) plunged 33.8% and 33.77% respectively. All …

Nvidia unveils new powerful mini-AI computer designed for developers

Nvidia is pushing the boundaries of AI technology with its new mini-AI computer, Project DIGITS, recently unveiled at CES 2025 Priced at $3,000, this mini powerhouse aims to bring cutting-edge AI capabilities to individual desks, making it accessible for AI researchers, data scientists, and students who need to develop and test AI models locally. At …

Nvidia in correction territory amid Nasdaq highs

Nvidia recently entered correction territory, with its stock falling over 10% from its peak. This decline comes after a robust rally fueled by investor excitement around AI technology. Despite Nvidia’s slip, the Nasdaq Composite continues to soar to new highs, driven by strong performances from other tech giants like Apple, Microsoft, and Alphabet. The market’s …

China initiates investigation into Nvidia as the microchip battle rumbles on

China has reportedly initiated a probe into Nvidia, the US computer chip manufacturer, over purported breaches of anti-monopoly regulations. The company’s shares fell by over 3% following the announcement, signalling the latest development in the ongoing tech conflict between the U.S. and China over the profitable semiconductor market. Over recent weeks, the U.S. imposed stricter …

Nvidia beats on Q3 earnings but shares still slide

Is Nvidia competing with itself now? Nvidia third-quarter earnings beat expectations, but shares dropped 2.5% in extended trading. The company’s revenue surged 94% year on year to $35.08 billion in the quarter ended 27th October 2024. Net income climbed 109% from a year ago to $19.3 billion. Sales of Nvidia’s next-generation chip Blackwell, will be limited by …

Nvidia promoted to Dow Jones Industrial Average at the expense of Intel

Nvidia is set to replace its rival chipmaker Intel in the Dow Jones Industrial Average, signifying a significant change in the blue-chip index that highlights the surge in artificial intelligence and a substantial shift within the semiconductor industry. Intel’s shares fell by 1% in extended trading on Friday 1st November 2024, while Nvidia’s shares increased …

Nvidia hits new record high with new $3.4 trillion market cap

Nvidia’s shares have reached a record peak as the company continues to benefit from the surging demand for its AI chips Tech giants such as Microsoft, Meta, Google, and Amazon are acquiring Nvidia’s GPUs in large volumes to create extensive AI computing clusters. Nvidia, with a market capitalisation of around $3.4 trillion, ranks as the …

What is China’s equivalent to Nvidia?

Chinese firms are reportedly intensifying their efforts to develop a competitive alternative to Nvidia’s AI chips, as part of Beijing’s ongoing initiative to reduce its reliance on U.S. technology. China faces several challenges that are impeding its technological progress, including U.S. export restrictions that limit domestic semiconductor production. The lack of technical expertise is also …

Biggest one-day market capitalisation drop for a U.S. stock in history, and guess what… it was Nvidia

Nvidia $279 billion market cap wipeout — the biggest in U.S. history for just ONE company On Tuesday 3rd September 2024, around $279 billion of value was wiped off of Nvidia. That was the biggest one-day market capitalisation drop for a U.S. stock in HISTORY! Nvidia one-day chart closed 108 on 3rd September 2024 Nvidia …

Nvidia reports 122% revenue growth

Nvidia has announced earnings surpassing Wall Street forecasts and has issued guidance for the current quarter that exceeds expectations. As the artificial intelligence boom continues, Nvidia remains a major beneficiary. Despite a stock price dip, after trading hours, the stock has risen approximately 150% this year. The question remains whether Nvidia can sustain this growth …

Nvidia rebounds after half a trillion market cap slump

To put this figure into some perspective, the loss is comparable to the GDP output of a small country, such as Norway, Singapore, or the UAE, for example. Global semiconductor stocks experienced volatility on Tuesday following a decline in Nvidia’s shares from the previous trading sessions. Shares of chip firms in Europe and Asia fell in …

Nvidia slips by 13% in three days after momentarily becoming most valuable company

The Dow Jones Industrial Average gained as investors rotated out of ‘hot’ chip stocks, including Nvidia. Nvidia shares fell a little under 7% on Monday 24th June 2024, the chipmaker’s third down day in a row. The stock is down 13% from its peak last week. Other stocks that also experienced drops on Monday were …