NVIDIA
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Nvidia is nearing a deal to acquire AI startup Hugging Face for roughly $14 billion, including employee retention payments, according to a report. The deal could be announced as soon as this week.
corporate action · Impact 70Anthropic signed a $35B cloud deal with Nvidia-backed Lambda. Nvidia supplies chips and holds the lease on a 700MW Texas data center built by Hut 8. Anthropic also has a separate $45B deal with Nvidia-backed Nscale.
analyst action · Impact 30Lynx Equity says Nvidia is climbing its list of favorite stocks after the $3.5 billion MediaTek investment. The firm sees the partnership expanding across data centers, AI devices, and automotive, and potentially securing memory and flash supply. Lynx expects Nvidia momentum into 2027 and says rivals AVGO, QCOM, and AMD could face supply constraints.
analyst action · Impact 60Baird analyst Tristan Gerra reiterates Outperform and $500 PT on Nvidia. He notes strong demand for Grok 3 LPX inference accelerator and expects Vera to gain low-teen share in AI server CPU by 2027. WSJ reports Anthropic entered a $35B cloud compute agreement with Nvidia-backed Lambda. Baird expects Nvidia to retain compute lead at Anthropic. Lambda operates 14 data centers with Nvidia GPUs, recently raised $1B in debt for Microsoft collaboration, and Nvidia signed a $1.5B leaseback contract with Lambda in 2025.
corporate action · Impact 40Nvidia CEO Jensen Huang said AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring. He added that AI creates demand driving investment in the aging power grid and sustainable energy, powered by market forces not subsidies.
earnings · Impact 30retail investors bought $250 million in Nvidia shares, extending streak to 15 sessions.
corporate action · Impact 50Nvidia invested $3.5 billion in convertible bonds from MediaTek, formalizing an expanded partnership across AI infrastructure, local AI computing, and automotive. MediaTek also said Alphabet participated in its $3.9 billion bond offering.
corporate action · Impact 70NVIDIA CEO Jensen Huang stated that the Vera Rubin platform will generate over $40 billion in revenue per gigawatt of data center power, signaling massive demand for the next-generation AI chip architecture.
corporate action · Impact 40Nvidia CEO Huang calls MediaTek deal a massive engineering alignment.
corporate action · Impact 10Nvidia to invest $3,500,000,000.00 in Taiwanese chipmaker MediaTek.
analyst action · Impact 60Bank of America analysts reportedly said Nvidia shares could be undervalued by as much as 50%. The claim was circulated without additional detail or context.
corporate action · Impact 20Jensen Huang said he is open to ideas about sharing wealth from the AI boom and is 'perfectly fine' with proposals to tax the ultra-wealthy more, according to a Fortune report.
corporate action · Impact 30Blue Owl leads $2.4 billion debt deal to buy Nvidia chips.
corporate action · Impact 70Lambda raised ~$1B in private short-term debt to finance Nvidia GPUs leased by Microsoft. JPMorgan arranged the deal. A separate $926M loan closed earlier this month. Lambda is also seeking up to $3B in equity, potentially ahead of an IPO next year.
corporate action · Impact 15HSBC raised its price target on Nvidia to $365 from $360. No rating change or rationale was provided.
sector · Impact 20Nvidia's 3-month correlation with the SOX is 0.03, the lowest among all index components. Intel, TSM, and Micron all have correlations above 0.90. Nvidia is no longer trading like a typical semiconductor stock.
corporate action · Impact 50Trump on Truth Social says Nvidia posted record sales of $96.2 billion and projects 70% revenue growth in 2028. Nvidia has not confirmed.
earnings · Impact 90Nvidia reported Q2 revenue of $96.2B, above the $92.2B estimate, with adjusted EPS of $2.22 versus $2.10 expected. Data center revenue hit $89B. Q3 revenue guidance of $108B topped the $104.2B consensus. CFO Colette Kress said FY28 revenue is expected to grow approximately 70%, a supply-constrained outlook. CEO Jensen Huang said AI has reached its inflection point and demand is accelerating. Stock initially fell then surged, closing up over 8% on the day.
earnings · Impact 70NVIDIA beat estimates and guided ~70% revenue growth for the coming fiscal year on AI demand. Shares jumped over 9%, lifting the Nasdaq 100 and Asia-Pacific tech stocks.
corporate action · Impact 30Nvidia to launch employee-funded PAC NVPAC ahead of midterms.
corporate action · Impact 40Hark and Nvidia announced a long-term partnership to develop personalized agentic AI powered by gigawatt-scale computing. No further details were provided.
analyst action · Impact 10Raymond James raised its price target on Nvidia to $515 per share. At that price, Nvidia would be worth roughly $13 trillion. The report is unverified.
analyst action · Impact 70Raymond James raised its Nvidia price target to $515 from $352, maintaining Strong Buy. Evercore raised to $465 from $413. Bernstein to $400 from $315. JPMorgan to $320 from $280. Mizuho to $315 from $300. Citi to $315 from $300. Needham to $300 from $270. UBS to $300 from $280. Morgan Stanley to $300 from $288. Goldman Sachs to $300 from $285. All maintained their respective ratings.
analyst action · Impact 60Raymond James analyst Simon Leopold raised the NVIDIA price target to $515 from $352 and reiterated a Strong Buy rating. The firm expects NVIDIA's FY28 outlook to show 70% growth and sees potential for $1 trillion in sales by FY29. Leopold cites architectural evolutions including NVL racks and agentic CPU Vera racks as growth drivers. Non-hyperscale revenue is expected to outgrow hyperscaler revenue.
macro · Impact 80NVIDIA reported a Q2 beat with revenue of $96.2B and guided Q3 above consensus at $108B midpoint. However, the stock fell after hours as the forecast range and margin guidance disappointed some, while procurement commitments jumped to $279B and the company announced plans to mobilize over $500B in third-party AI financing.
analyst action · Impact 60BofA analyst Vivek Arya kept a Buy rating and $350 price target on Nvidia after its earnings beat. The note lifts the FY28/CY27 sales growth view to ~70% YoY, well above consensus, and lifts EPS estimates by 19% for that year. Gross margins are expected to ease to 72-73%. Vera Rubin is ramping fast. BofA also sees a positive read-across for Micron.
analyst action · Impact 30JPMorgan, Goldman, Citi among firms raising Nvidia price targets.
analyst action · Impact 25Goldman Sachs kept its Buy rating and $285 price target on NVIDIA after a solid quarter and above-consensus guidance. The firm cautioned that elevated expectations may cap the stock near term. Focus areas: $1T data-center revenue target, $500B partner financing, gross margins, and CPU-only rack demand from agentic AI.
analyst action · Impact 30Morgan Stanley lifts NVIDIA target price to $300 from $288.
earnings · Impact 30Nvidia results validate AI infrastructure trade, WSJ reports.
corporate action · Impact 10Nvidia reportedly agrees to buy Hugging Face for $12,900,000,000.00.
corporate action · Impact 60Business Insider and The Information report NVIDIA is in talks to acquire open-source AI model hub Hugging Face for more than $13 billion. The deal would be one of NVIDIA's largest acquisitions.
earnings · Impact 40Nvidia CEO Jensen Huang said he has 100% confidence that OpenAI and Anthropic will remain customers for a long time, even as they build their own chips. He also regretted not investing more and sooner in the companies.
earnings · Impact 40Nvidia CEO: nearly all open models run on Nvidia, both open and frontier models driving sales.
corporate action · Impact 60Nvidia CEO Jensen Huang stated during the Q2 earnings call that the company could say it has already achieved artificial general intelligence. The remark is the most explicit AGI claim from a major tech executive. Huang did not elaborate on the definition or provide supporting evidence. The statement comes alongside Nvidia's Q2 revenue beat and above-consensus Q3 guidance.
earnings · Impact 70Nvidia CFO: OpenAI compute commitments represent 12GW through 2030.
earnings · Impact 40Nvidia introduced a revenue sharing structure where it provides a take-or-pay commitment on a portion of facility capacity, giving lenders confidence. In exchange, Nvidia shares in revenue above that floor. The company gets paid twice: hardware sale plus share of rental revenue. This could expand addressable market and create recurring revenue, potentially billions over medium to long term.
earnings · Impact 70Nvidia CFO: Cloud backlog exceeds $2T, hyperscaler capex $800B in 2026, $1.3T in 2027.
earnings · Impact 40NVIDIA's CFO said Groq 3 LPX will ship in volume later this quarter to early adopters, with NBIS as the first customer.
corporate action · Impact 70Nvidia CFO: neocloud partners to reach 8 GW installed capacity by year-end.
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