NVIDIA (NVDA) News Today

NVIDIA Corporation (NASDAQ: NVDA) shares declined as a mix of negative catalysts outweighed supportive analyst actions and ongoing AI demand signals. Key factors moving the stock today include:

• Positive Sentiment: DA Davidson raised its FY 2026 EPS estimate for NVDA to $4.08, signaling confidence in continued AI-driven revenue growth. DA Davidson Analysts Increase Earnings Estimates for NVIDIA
• Positive Sentiment: Rothschild & Redburn reiterated a “Buy” rating on NVDA, citing its strong AI moat and dominant infrastructure position. Rothschild & Redburn Reiterate Buy on Nvidia
• Positive Sentiment: Barron’s reports that OpenAI’s planned “hundreds of billions” in AI spending could give NVDA a major demand boost for GPUs and data-center chips. Nvidia Is Set to Get a Big Boost From OpenAI. Here's How Much.
• Positive Sentiment: CEO Jensen Huang told investors that President Trump wants the U.S. to win the AI race. NVDA topped Q2 estimates and secured a deal to resume H20 chip sales in China, albeit with revenue sharing. Nvidia CEO Jensen Huang says President Trump really wants America to win the AI race
• Neutral Sentiment: Zacks suggests a “hold” stance post–Q2, acknowledging record revenue and data-center growth but cautioning on NVDA’s premium valuation. Should You Buy, Sell or Hold NVIDIA Stock Post Strong Q2 Earnings?
• Neutral Sentiment: Zacks notes NVDA is trending among investors but highlights both the upside of AI leadership and the risk from stretched multiples. NVIDIA Corporation (NVDA) Is a Trending Stock
• Neutral Sentiment: MarketBeat’s Top Tech and Metaverse screeners again feature NVDA among leading stocks to research, reflecting its central role but not implying immediate price catalysts. Top Technology Stocks To Research - August 31st
• Negative Sentiment: Alibaba’s announcement of an in-house AI chip and NVDA’s pullback on H20 chip sales into China triggered a 3% drop in NVIDIA shares. Alibaba Rallies on New AI Chip Design, Sending NVIDIA Stock Lower
• Negative Sentiment: A 24/7 Wall St. analysis questions NVDA’s $60 billion investment timing, noting that despite 56% Y/Y revenue growth and $54 billion Q3 guidance, investors sold off on valuation concerns. Why is Nvidia Making This $60 Billion Investment Now?
• Negative Sentiment: A Seeking Alpha piece warns that data-center growth is slowing, China headwinds persist, and AI networking is still a small part of NVDA’s revenue mix. Nvidia's Best Days Look Well Behind Us
• Negative Sentiment: Another Seeking Alpha article argues that, despite beating Q2 estimates, the absence of China H20 chip revenue in Q3 guidance and decelerating growth left investors unimpressed. Nvidia: Beating Estimates Isn't Enough For A $4 Trillion AI Company