NVIDIA (NVDA) News Today

NVIDIA Corporation (NVDA) shares have increased amid strong AI-driven growth, global expansion initiatives, and bullish technical signals, although concerns around near-term spending outlook and export controls have tempered enthusiasm.

• Bank of America Securities highlights robust AI momentum powering NVIDIA alongside Arm and chip supply chain plays after a major tech conference.
• CEO Jensen Huang kicked off a European tour in the U.K., praising the local AI ecosystem and announcing plans to deepen investments.
• Partnerships with the U.K. government and Financial Conduct Authority launched a “Supercharged Sandbox” to train 100,000 workers by 2030 and accelerate AI adoption in financial services.
• Insider‐trades analysis points to strong institutional and insider support, setting the stage for a potential short squeeze as short interest remains elevated.
• Technical charts show NVIDIA testing new resistance levels, suggesting another breakout could be brewing.
• A recent CFO dinner briefing reaffirmed NVIDIA’s leadership in AI infrastructure, bolstering confidence in its long‐term dominance.
• A Seeking Alpha piece debates NVIDIA’s valuation using the PEG ratio, weighing its historical profitability against continued growth potential.
• NVIDIA’s GPUs are referenced in thematic screeners across streaming, robotics, infrastructure, metaverse, and broader tech categories, underscoring diversified end‐market exposure.
• Competition in the upcoming handheld gaming console market (Microsoft vs. Nintendo) frames a head-to-head NVIDIA vs. AMD battle in mobile GPUs.
• Analysts note that ETFs holding both Microsoft and NVIDIA may be winners in the ongoing market-cap race between the two giants.
• A Seeking Alpha downgrade flags uncertainty in near-term AI spending, citing U.S. export controls on H20 chips to China and a $4.5 billion revenue headwind in Q1.
• Outlook for Q2 includes an $8 billion inventory write-off related to restricted chip shipments, implying sequential margin pressure.
• Persisting export restrictions and macro uncertainties could weigh on margins and revenue growth until geopolitical risks ease.