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The Latest Breaking News from Blackwell

Wall Street Did the Math, and January 2026 Could Be a Prime Time to Buy Nvidia Stock

Bernstein analyst Stacy Rasgon explained that based on its capex intentions and historical valuations, Nvidia is cheap now and could be a good buy with a target up to $275.

Barchart

Uh-oh — Nvidia could drastically reduce supply of its RTX 5000 gaming GPUs in 2026, cutting production by up to 40%

Nvidia is rumored to be cutting supply of RTX 5000 models by 30% to 40% in the first half of 2026.

TechRadar

As Trump Greenlights AI Chip Sales to China, Should You Buy Nvidia Stock?

Nvidia stock continues to trade at a discount to consensus price targets in December 2025 despite its spectacular bull run over the past decade.

Barchart

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Trump Will Let Nvidia Sell Chips to China, the Feds Will Keep 25 Percent of the Profits. Here's the Downside.

Why make the government a middleman in the chip war?

Reason

Bank of America Forecasts $40 EPS for Nvidia Stock in Just 5 Years. Should You Buy NVDA Here?

Nvidia is the largest company globally, yet NVDA stock trades at an attractive valuation in 2025, according to Bank of America.

Barchart

Nvidia’s Growth Engine Is Running Hot — Should You Get On Board?

Is Nvidia stock too pricey or still a bargain?

Barchart

Nvidia At $20 Trillion Isn't Crazy, Says Kindig — It's A Logical Outcome Of AI Spend

I/O Fund’s CEO Beth Kindig has issued what may be the boldest valuation call of the AI era: Nvidia Corp (NASDAQ:NVDA) at $20 trillion by 2030.

Benzinga

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Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations.

Benzinga

Nvidia Financial Report Shows $57B Boom as US Chips Deepen China Rift

Nvidia's record $57 billion quarter from its Blackwell AI chips funds a US infrastructure surge, while sanctions hinder China's technological progress, widening the global AI divide.

International Business Times UK

Nvidia Says Surging AI Chip Demand Could Push Blackwell–Rubin Revenue Beyond $500 Billion Target As Stock Surges Over 5% After Hours

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) said that demand for its newest AI chips continues to accelerate at a pace that may drive total revenue for its Blackwell and Rubin platforms past the previously announced $500 billion target through 2026.

Benzinga

Nvidia, Palo Alto, Coreweave, Broadcom And AMD: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Wednesday as Nvidia's results reignited enthusiasm for AI plays. The Nasdaq climbed 0.59% to 22,564.22, the SP 500 added 0.38% to 6,642.16, and the Dow Jones Industrial Average inched up 0.1% to 46,138.77.These are the top stocks that gained the attention of retail traders and investors…

Benzinga

Nvidia's revenue skyrockets to record $57 billion per quarter — all GPUs are sold out

Nvidia posts another record-breaking quarter with $57 billion in revenue, driven by surging demand for data-center GPUs. It now forecasts $65 billion next quarter and projects $0.5 trillion in Blackwell and Rubin sales by the end of 2026.

Tom’s Hardware

Nvidia says it has 'visibility to a half a trillion dollars' in revenue through 2026. That would make it one of America's biggest companies

Nvidia, the AI chipmaker led by Jensen Huang, is on track to crack the top 10 of the Fortune 500.

Fortune

Nvidia Q3 FY2026 Earnings Call Transcript

NVIDIA Corp. (NASDAQ:NVDA) released its third-quarter earnings report after Wednesday’s closing bell.

Benzinga

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Barchart

‘Good News’ Is Coming for Nvidia Stock, So Buy NVDA Shares Here

Analysts see Nvidia beating forecasts, but with options pricing a tight move, investors need clarity on guidance before chasing the next breakout.

Tom’s Hardware

$10,000 RTX Pro 6000 Blackwell workstation GPU reportedly snaps under its own weight during transit, severs PCIe connector — lack of replacement parts renders card useless despite its modular design

A PC repair tech has detailed how a $10,000 RTX Pro 6000 GPU reportedly snapped under its own weight, breaking the PCIe connector and rendering the card useless.

Tom’s Hardware

Chinese AI startup gets access to 2,300 banned Blackwell GPUs by exploiting cloud loophole — rents compute from Indonesian firm with 32 Nvidia GB200 server racks

A Chinese company gains access to Nvidia hardware by renting compute from a Jakarta-based telecommunications company.

PC Gamer

A Wall Street Journal investigation claims to have tracked how 2,300 Nvidia Blackwell AI chips made their way to China via an Indonesian telecoms provider

A hop, a skip, and a jump across the ocean.

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news in one place.

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TechRadar

Nvidia hasn't canceled RTX 5000 Super refreshes as previously rumored – but don't expect these GPUs anytime soon

RTX 5000 Super GPUs aren't canned, but may not arrive until later in 2026 – with doubts raised over the RTX 6000 timeframe, too.

PC Gamer

At a company sports day, Nvidia CEO Jensen Huang acknowledges 'without TSMC, there is no Nvidia today' and says thank you to the 'pride of the world' company

Nvidia will want to keep a strong bond with the Taiwanese manufacturer.

Benzinga

Nvidia, AMD Lead Semiconductor Rally After Taiwan Semiconductor's Strong October Sales

Semiconductor stocks including Nvidia Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology Inc. (NASDAQ:MRVL), Super Micro Computer Inc. (NASDAQ:SMCI), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM) and ON Semiconductor Corp. (NASDAQ:ON) advanced on Monday as investors responded to strong sector fundamentals and accelerating artificial intelligence…

Benzinga

Nvidia CEO Jensen Huang Hails TSMC Wafer Backing Amid 'Very Strong' Demand For Blackwell Chips After Trump Bars Sales To 'Other People'

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang praised longtime partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) on Saturday, for its critical role in supporting the company's surging Blackwell AI chip production. This comes after U.S. President Donald Trump moved to restrict sales of the advanced processors abroad.

Tom’s Hardware

Jensen Huang confirms there are no plans to ship Blackwell GPUs to China right now, chipmaker at Beijing's mercy — Nvidia CEO says shipments haven't been approved by Chinese authorities

After President Trump and U.S. Treasury Secretary Scott Bessent reiterated that Nvidia will be barred from selling its most advanced chips to China, Jensen Huang has now confirmed that there are currently no active discussions on the matter. In fact, Nvidia also requires authorization from China itself before it can…

TechRadar

Black Friday could be the right time to buy a new Nvidia GPU as RTX 5000 Super refreshes are rumored to be canceled

Thinking of buying an Nvidia GPU, but waiting for the RTX 5070 Super? Well, think again – all RTX 5000 refreshes might be canned.

Benzinga

Jensen Huang Says Nvidia Has No Immediate Plans To Sell Blackwell Chips To China, Clarifies Comments On China Winning AI Race

NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang has said that the company has no immediate plans to sell its cutting-edge Blackwell chips to China.

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