NVIDIA (NVDA) News Today

NVIDIA Corporation (NASDAQ: NVDA) shares held near $178 after investors weighed a mix of positive catalytic orders, bullish analyst revisions and ongoing regulatory and competitive headwinds.

Key drivers behind recent moves include:

• Positive Sentiment: CoreWeave secured a $6.3 billion order to supply cloud computing capacity to Nvidia through 2032, reinforcing Nvidia’s data-center expansion plans.CoreWeave and Nvidia $6.3B order
• Positive Sentiment: Nvidia expanded its quantum computing investments, joining industry peers in backing IonQ and Rigetti to bolster its AI leadership.Quantum Stock Tracker
• Positive Sentiment: Zacks Research lifted its Q3 2026 EPS forecasts for Nvidia, underscoring stronger-than-expected earnings momentum.Zacks Research positive estimate
• Neutral Sentiment: The upcoming Federal Reserve meeting—with a 25-bp rate cut largely priced in—adds volatility risk for tech leaders like Nvidia.FOMC Looms: Irrational Exuberance 2.0?
• Neutral Sentiment: Nvidia continues to feature across MarketBeat’s sector screens—streaming, robotics, infrastructure and metaverse—highlighting its broad market footprint.Streaming Stocks To Keep An Eye On
• Negative Sentiment: China’s regulator extended an antitrust probe into Nvidia’s 2020 Mellanox acquisition, prompting shares to slide amid broader U.S.-China trade frictions.China says Nvidia violated anti-monopoly law
• Negative Sentiment: A Zacks commentary warned of rising competition from Chinese chipmakers and regulatory headwinds, noting Nvidia stock has eased about 4% from its recent peak.Is Nvidia Stock Still a Buy?