$NVDA

CrowdStrike expands NVIDIA partnership to deliver 5x faster threat investigations and 3x higher triage accuracy using AI agents, signaling major shift toward autonomous security operations.

Adobe partners with Nvidia to advance AI-powered creative tools amid $150M DOJ settlement, with stock down 36.93% annually.

Samsung stock surges 2.76% after Nvidia confirms the company will manufacture its latest AI inference chips, shipping in H2 2026, strengthening Samsung's HBM leadership.

Cisco and Nvidia expand Secure AI Factory to slash enterprise AI deployment from months to weeks with integrated security. $CSCO shares down 0.71% at $78.34.

Nvidia and T-Mobile pilot edge AI infrastructure with Nokia to power smart city applications, deploying advanced processors to process data locally across 5G networks rather than relying on distant cloud centers.

Oracle surges 9.2% on 44% cloud growth and $553B backlog, but $124.7B debt poses long-term risk despite compelling AI infrastructure opportunity.

Nvidia forecasts $1 trillion revenue by 2027 via AI inference, but investor skepticism persists amid intensifying competition and custom chip threats.

Billionaire Philippe Laffont sold over 40M Nvidia shares since 2023, slashing his stake 80%. The exits signal concerns about AI valuations, chip competition, and China trade risks.

Vanguard's tech ETF ($VGT) positioned to outperform S&P 500 in 2026 via AI and semiconductor exposure, extending 22-year outperformance streak.

Billionaire hedge fund managers sell Nvidia, buy Micron, bucking Wall Street consensus favoring Nvidia's sustainable AI growth over Micron's temporary supply-driven earnings boom.

Alphabet's massive $346B share repurchase program since 2016 has slashed outstanding shares by 13%, artificially boosting EPS independent of AI momentum.

STMicroelectronics launches new 800 VDC power conversion architectures with NVIDIA for AI datacenters, targeting improved efficiency and scalability.

STMicroelectronics launches new 12V and 6V power converters with NVIDIA for AI datacenters, boosting efficiency and targeting high-growth infrastructure market.

Defensive sectors show conflicting technical signals: Utilities strengthen while Consumer Staples weaken and Health Care forms bearish patterns, creating mixed market outlook.

Tecan and NVIDIA collaborate to develop AI-enabled laboratory platforms, integrating GPU-accelerated models to accelerate drug discovery and lab productivity.

WeRide showcases NVIDIA-powered robotaxi, plans 2,600+ deployments by 2026, launching Singapore trials April 2026 via Grab partnership.

Skild AI expands partnerships with $NVIDIA, ABB Robotics, and Universal Robots to deploy generalized AI robot intelligence across industries without task-specific reprogramming.

OpenAI's $110B funding round from Amazon, Nvidia, and SoftBank de-risks Oracle's ambitious $144B cloud infrastructure guidance by ensuring customer financial viability.

Nebius Group secures $19.4B Microsoft deal, $3B Meta contract, and $2B Nvidia investment, positioning itself as undervalued AI infrastructure play for 2026.

EXL enhances agentic AI platform with NVIDIA integration, enabling 40% cost reductions and 50% faster deployment cycles for enterprise customers.