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The Latest Breaking News from Nvidia

Corning Stock Is Surging on a Major Nvidia Deal: ‘AI Is Not Just a Technology Story, It Is a Manufacturing Story’

Shares of the glassmaking company were up a substantial 12% on the news.

Barchart

Motherboard sales 'collapse' by more than 25% as chipmakers strangle enthusiast PC market to build more AI chips — Asus projected to sell 5 million fewer boards in 2025, Gigabyte, MSI, and ASRock also expected to see reduced sales numbers

The combined sales of the four biggest motherboard manufacturers are expected to fall by at least 28% in 2026, with the entire industry selling 11.7 million less units due to increasing PC component costs.

Tom’s Hardware

Musk's SpaceX has rented out access to its supercomputer's 220,000 Nvidia GPUs and 300 megawatts of AI compute power to rival Anthropic — Musk says “No one set off my evil detector,” Antrhropic also interested in orbital data centers

Anthropic has signed a deal with SpaceX to access the latter's massive data center, which has over 220,000 Nvidia GPUs and 300 megawatts of computing power.

Tom’s Hardware

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Report says motherboard manufacturers are in crisis as builders aren't building new rigs as much anymore

Can we put AI back in the box?

PC Gamer

Nvidia’s ISP piracy defense backfires as judge refuses to dismiss copyright lawsuit over more than 197,000 pirated books — scripts in NeMo Framework allegedly ‘have no other purpose’ than to speed up infringement

Nvidia said that its NeMo Megatron Framework has non-infringing uses and that it's not liable for any piracy that its users might do.

Tom’s Hardware

Light Speed Returns: Corning Cashes In on NVIDIA Growth

Corning secures massive capital from major tech leaders to radically scale domestic fiber optic manufacturing capacity for modern artificial intelligence.

MarketBeat

I just tested the Galaxy Book 6 Ultra — and this MacBook Pro rival got just the upgrades it needed to put Apple on notice

Samsung’s Galaxy Book 6 Ultra offers a massive leap in performance, coupled with numerous quality-of-life upgrades. It's a compelling choice for power users.

Tom’s Guide

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Meet Mark Stevens: The billionaire VC, Nvidia board member, and Giving Pledge signer who just donated $200 million to USC to help with the AI race

Billionaire venture capitalist Mark Stevens, an early Nvidia backer at Sequoia Capital, just made one of the largest gifts in USC history to fuel the university's AI ambitions.

Fortune

The Biggest Catalyst for OKLO Stock May Not Be Earnings, But a Brewing Short Squeeze

OKLO stock carries the highest short interest in the utilities sector at 16.45%. A potential short squeeze, not earnings, could be the next big catalyst for investors.

Barchart

Nasdaq Jumps to New High on AMD Earnings: Stock Market Today

Advanced Micro Devices was the latest chip stock to hit a home run with earnings.

Kiplinger

After an Earnings Blowout, Morgan Stanley Just Raised This Chip Stock’s Target Price by $8

Navitas Semiconductor has a number of strong, positive, potential catalysts, but it's also facing tough competitive threats along with its high price tag.

Barchart

Intel Stock Just Hit New Record Highs. This Time, Apple Gets All the Credit.

The iPhone maker is reportedly in talks with Intel to manufacture its processors.

Barchart

AMD’s AI Moment May Be Bigger Than Nvidia Investors Realize

AMD’s earnings beat highlighted a deeper shift inside AI infrastructure. The company’s growing role in inference computing may matter more than investors currently appreciate.

Barchart

'FOMO has proven a stronger incentive than poor stock performance': Goldman Sachs finds insecurity is a key part of the AI boom

Goldman Sachs looked at the giant data-center question from both sides of the equation — and shrugged.

Fortune

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Tom’s Hardware

Nvidia invests $300 million in Corning to build three new US-based optical fiber plants — AI infrastructure deal would boost fiber production capacity by over 50%

Nvidia invests $300 million in Corning to help partners that deploy its hardware in the U.S. to get enough of optical fiber, grant Nvidia control over a significant chunk of domestic fiber production.

MarketBeat

Years in the Making, AMD’s Upside Movement Has Just Begun

Advanced Micro Devices upside is yet to be seen as its CPU and GPU strengths have just been revealed; expect acceleration to continue.

International Business Times UK

Samsung Hits $1 Trillion Valuation — Stock Explodes As AI Chip Race Intensifies

Samsung Electronics became the second Asian firm after TSMC to reach a $1 trillion valuation as shares surged 15%, driven by record AI chip profits.

Barchart

What to Know as Alphabet Looks Poised to Overtake Nvidia as World's Biggest Company

Alphabet’s full-stack AI strategy is helping it close the market cap gap with Nvidia. JPMorgan sees significant further upside in GOOGL shares through the remainder of 2026.

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MarketBeat

Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30%

Low-Earth orbit satellite stock AST SpaceMobile leads a list of three names experiencing an uptick in insider selling during 2026.

Fortune

Jensen Huang on why 'agentic' will rewire a $50 trillion economy: 'operated by robots, managed by more robots, and the entire factory is a robot'

The Nvidia CEO keeps showing up at ServiceNow's annual conference. The reason why explains the next decade of the AI economy.

MarketBeat

BlackBerry Rewrites Its Own Operating System

BlackBerry's successful software pivot is validated by strong earnings, a dominant position in automotive tech, and expansion into high-growth AI markets.

Kiplinger

Is the 'AI Bubble' a Myth? Why Tech Experts Say AI's Boom Is Just the Beginning

Nearly all Americans are already using AI and don't realize it. Massive private investment points toward continued growth and appealing investment opportunities.

International Business Times UK

New 'Jesus-Centric' Phone Plan Blocks Porn, LGBTQ Content, and TikTok at the Network Level for $30

Radiant Mobile launched as the first US cell plan to permanently block pornography at the network level. A default filter also blocks LGBTQ content, with one man deciding what gets banned.

Fortune

Supermicro CEO insists 'no one' beyond indicted employees were involved in alleged $2.5 billion smuggling scheme

CEO and Chairman Charles Liang said Supermicro’s relationship with vendors including Nvidia, AMD, Intel, and Broadcom was “strong” despite the accusations against a Supermicro cofounder. Supermicro stock rose 17% in after-hours trading.

Destructoid

Best Dead as Disco graphics settings for no lag and max FPS

Smooth as butter.

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