NVDANVIDIA Corporation
NVIDIA Corporation (NVDA) is a NASDAQ-listed equity covered by Valdrans. Last close $229.28, -0.52% on the day; -2.00% over 1 week, +5.03% over 4 weeks, +21.55% over 6 months (prices as of 9 Oct 2026). Valdrans Insider Activity Signal: Negative — 0 buys vs 25 sells disclosed in the last 90 days.
- Last close (9 Oct 2026)
- $229.28
- Today
- -0.52%
- 1 week
- -2.00%
- 4 weeks
- +5.03%
- 6 months
- +21.55%
- Insider signal
- Negative
Coverage of NVDA(20)
AI borrowing costs drive US corporate credit repricing; Nasdaq drops 1%
US corporate credit markets, including LQD and HYG, saw rising credit default swap prices and elevated risk premiums on 8 October 2026. The Nasdaq Composite fell more than 1%, its largest single-day drop since mid-August, after an OpenAI revenue disappointment.
SpaceX seeks $40bn debt deal for Nvidia chips; bonds and CDS move
SpaceX entered talks including with Apollo Global Management to raise ~$40bn in debt to purchase Nvidia chips. SpaceX CDS spiked to record levels, SpaceX bond prices declined, and yields on existing SpaceX AI-related bonds rose following the reports.
NVDA Q3 2026 update — filings and holdings
S&P 500, Nasdaq hit record closes as Treasury yields declined
The S&P 500, Nasdaq Composite, and Nasdaq 100 each closed at all-time highs on 6 October 2026, as Treasury yields fell and the Magnificent Seven technology stocks posted gains.
Marvell Technology beats earnings forecasts; MRVL shares rise materially
Marvell Technology reported financial results exceeding analyst forecasts on 6 October 2026, with MRVL shares rising materially following the release. The company also issued positive long-term guidance for its AI chip segment.
Trump signs voluntary AI self-regulation pact with major tech executives
Trump announced the 'Joint Commitment On Frontier Responsibilities,' signed by executives from Nvidia, Google, Microsoft, Meta, and Apple, and issued an executive order rebranding 'artificial intelligence' as 'superintelligence.' OpenAI CEO Altman separately commented on potential IPO plans.
OpenAI seeks $30B funding round at $1.4 trillion valuation; IPO delayed to 2027
OpenAI was reported to be raising $30 billion at a $1.4 trillion valuation, with its IPO delayed to 2027. Microsoft holds an existing financial stake in OpenAI. The FTC separately opened an investigation into OpenAI, Anthropic, and other AI companies over product safety practices.
NVDA Q2 2026: filings, holdings, and macro context
Nvidia announces $150 billion share buyback programme through January 2028
Nvidia announced a $150 billion share repurchase programme to be completed by January 2028, bringing total remaining repurchase capacity to $235 billion. NVDA recorded gains on the day of the announcement.
Akamai secures $12 billion computing contract with Anthropic AI
Akamai Technologies (AKAM) shares rose during the market close session on 24 September 2026 following announcement of a $12 billion computing services contract with Anthropic, described by Bloomberg Markets as one of the largest AI infrastructure agreements reported this year.
Meta Platforms stock rose 11% on 21 September 2026
Meta Platforms (META) rose 11% in a single session on 21 September 2026, with Bloomberg Markets also reporting concurrent gains in semiconductor equities including NVIDIA (NVDA), AMD, and Broadcom (AVGO).
Bipartisan Congress presses Trump on AI guardrails; tech stocks linked to AI declined
Tech stocks linked to AI declined following weekend appeals by Anthropic, OpenAI, and SpaceX executives for a slower pace of AI development, per Guardian Business on 15 September 2026. Nvidia, Microsoft, and Alphabet featured in coverage of the regulatory debate.
US-China agree $30 billion tariff reduction after Xi-Trump Washington summit
The US and China agreed to reduce tariffs by $30 billion following a three-day summit concluding 26 September 2026; the Busan accord trade truce was extended through 10 January, the PBOC set the yuan reference rate at 6.7489 against the dollar, and Boeing's order position with Chinese carriers was reported as strained.
NVDA Q2 2026: filings, holdings, and macro context
NVDA 2026 update — filings and holdings
NVDA 2026 update — filings and holdings
Kospi rises 18% on 31 July 2026; Samsung and SK Hynix each gain over 20%
South Korea's Kospi rose 18% on 31 July 2026, its largest single-day gain on record, after a 12.6% drop on 29 July and a 33% July decline. Samsung Electronics (005930.KS) and SK Hynix (000660.KS) each gained over 20%; the Kosdaq also rose.
Meta fell 9%, Microsoft rose 8% after Q2 earnings on 30 July 2026
Meta Platforms (META) fell approximately 9% and Microsoft (MSFT) rose 8% on 30 July 2026 following their respective Q2 earnings releases; Meta reported a revenue miss and sharp drop in free cash flow, while Microsoft reported strong Azure cloud and Copilot AI results.