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)
Nvidia reportedly in talks to backstop $250bn OpenAI debt arrangement
Reports indicated Nvidia (NVDA) was in early-stage discussions to provide a $250 billion credit backstop for OpenAI, enabling debt financing for a data centre campus in Pike County, Ohio; the facility was reported as part of a broader $500 billion, 10-gigawatt project led by SoftBank.
FCC bans new Chinese robots and inverters on security grounds
The FCC added humanoid robots and connected power inverters to its Covered List on 28 July 2026, blocking new foreign-made models from US import, marketing or sale.
Apple briefly hits $5 trillion market cap, second ever to do so
Apple's shares touched $342.89 on Tuesday, briefly giving it a market capitalisation of $5.04 trillion — only the second publicly traded company in history to reach the milestone after Nvidia.
Goldman Sachs and JPMorgan launch tech-sector corporate debt trading products
Goldman Sachs and JPMorgan Chase launched trading products this week aimed at adjusting exposure to technology sector corporate debt, with LQD and HYG identified in the brief as the benchmark instruments relevant to the hedging mechanisms involved.
Tesla fell 13.5% on 23 July; Magnificent Seven shed $767bn combined
Tesla shares fell approximately 13.5% on 23 July 2026, wiping around $200 billion in market capitalisation, after Q2 earnings disclosed weak profit guidance and elevated AI and robotics capex. The Magnificent Seven recorded their largest single-day combined loss since April 2025, shedding $767 billion.
White House alleges Moonshot AI accessed Nvidia GB300 chips via Thailand
A White House official on 23 July 2026 alleged Moonshot AI obtained Nvidia GB300 chips via Thailand, circumventing U.S. export controls, and separately accused the firm of distilling technology from Anthropic for its Kimi K3 model. No formal regulatory determination had been published.
NVDA Q1 2026: filings, holdings, and macro context
TSMC capex announcement triggered sharp global semiconductor sector sell-off
Global semiconductor stocks fell sharply on 17 July 2026 after TSMC reported strong results but announced a capital expenditure increase that disappointed investors; TSM, 2330.TW, NVDA, AMD, ASML, and QCOM declined, and US equity futures also fell.
Apple stock outpaced S&P 500 on 17 July 2026 amid AI sentiment shift
AAPL outperformed the S&P 500 on 17 July 2026, with coverage attributing the move to a market-level reassessment of Apple's artificial intelligence positioning. No corporate announcement or regulatory disclosure was reported in connection with the move.
NVDA Q1 2026: filings, holdings, and macro context
SK Hynix raises $26.5bn in record US foreign-company IPO
SK Hynix completed a $26.5bn ADR offering on Nasdaq on 10 July 2026, the largest-ever US IPO by a foreign company. ADRs were indicated to open 17% above the offering price; the company reached a trillion-dollar market capitalisation.
Microsoft signs 20-year nuclear deal; Amazon acquires $650m data centre
Microsoft entered a 20-year agreement to restart the Three Mile Island nuclear plant and Amazon completed a $650 million data centre acquisition, both reported by Oilprice on 8 July 2026 as responses to U.S. grid capacity constraints driven by AI power demand.
NVDA Q1 2026: filings, holdings, and macro context
US-Iran ceasefire reports; S&P 500 and Nasdaq 100 futures gained
S&P 500 futures (ES) and Nasdaq 100 futures (NQ) rose on 28 June 2026 following reports that the US and Iran remained within an existing ceasefire framework, avoiding further military escalation.
NVDA Q1 2026: filings, holdings, and macro context
Google, Microsoft, Amazon compete for grid capacity amid AI data centre expansion
Oilprice reporting from 25–26 June 2026 described major tech companies competing for electrical grid capacity for AI data centres, with per-facility infrastructure costs of $100m–$500m. Rystad Energy forecast fuel cell revenues rising from $2.8bn in 2025 to $30bn by 2030.
SK Hynix plans $29.4bn Nasdaq ADR listing; Seoul shares rise 11-12%
SK Hynix announced plans on 25 June 2026 to raise up to $29.4 billion via a Nasdaq ADR listing; its Seoul-listed shares rose between 11% and 12% on the day of the announcement.
Micron, Intel, AMD gained $2 trillion market cap in Q2 2026
Micron (MU), Intel (INTC), and AMD collectively added $2 trillion in market capitalisation in Q2 2026, while the Magnificent Seven technology stocks lost a combined $2.3 trillion over the same period, according to CNBC TOP.
Kospi falls 10%; Nasdaq 100 loses $1.3 trillion over two days
South Korea's Kospi fell 10% on 23 June 2026 in its worst single session since March 2020, with Samsung Electronics and SK Hynix leading losses; Nasdaq 100 constituents lost approximately $1.3 trillion in combined market capitalisation over the two-day period ending 24 June 2026.