NVIDIA (NVDA) News Today

NVIDIA Corporation (NASDAQ: NVDA) shares are trading lower today as a fresh antitrust probe by Chinese regulators has weighed on sentiment. Offsetting these headwinds, analysts have raised earnings estimates and institutional buying signals continued confidence in NVIDIA’s AI leadership.

• Positive Sentiment: Congress bought big-tech names over the summer, signaling legislative support for semiconductor leaders such as NVIDIA Congress: The Biggest Trades Impacting Markets Today
• Positive Sentiment: Zacks Research raised Q3 2026 EPS estimates for NVIDIA, reflecting stronger-than-expected revenue and margin outlook Zacks Research Issues Positive Estimate for NVIDIA Earnings
• Positive Sentiment: Investment bank Wells Fargo reiterated its bullish view on NVDA, citing expanding AI opportunities across data centers and cloud providers NVIDIA (NVDA) Stock Backed by Wells Fargo Amid Expanding AI Opportunities
• Positive Sentiment: Zacks Research analysts also lifted full-year earnings forecasts for NVIDIA, underscoring sustained demand for its GPUs Zacks Research Analysts Lift Earnings Estimates for NVIDIA
• Positive Sentiment: Senator John Boozman disclosed a purchase of NVIDIA shares, reflecting insider confidence in the company’s long-term prospects NVIDIA (NASDAQ:NVDA) Shares Acquired Sen. John Boozman
• Positive Sentiment: Wall Street analysts named NVIDIA among five big-data leaders poised to benefit from surging AI demand Buy 5 Big Data Behemoths to Benefit From Enormous Market Opportunity
• Positive Sentiment: A Wall Street expert included NVIDIA in a two-stock AI recommendation ahead of a potential $5 trillion market surge 2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $5 Trillion
• Neutral Sentiment: NVIDIA agreed to purchase any unsold cloud-computing capacity from CoreWeave through 2032, securing infrastructure for AI workloads CoreWeave Stock Is Rising on $6.3 Billion Deal With Nvidia. What to Know.
• Neutral Sentiment: Technical analysts highlight near-term support and resistance levels as NVDA faces Chinese regulatory scrutiny Options Corner: NVDA
• Neutral Sentiment: Market strategists see modest S&P 500 gains ahead of the Fed meeting, but note NVIDIA as a key volatility driver S&P 500 gains expected as Fed week begins but Nvidia weighs
• Neutral Sentiment: A machine-learning model projects NVIDIA stock will see modest gains by month-end but stay below $200 Machine learning algorithm sets Nvidia stock price for September 30, 2025
• Neutral Sentiment: NVIDIA appears on multiple “stocks to watch” lists for streaming, robotics, infrastructure and broader technology themes Streaming Stocks To Add to Your Watchlist – September 13th
• Neutral Sentiment: Investor education pieces cover NVIDIA’s small dividend yield despite its cash-flow generation Here's a Crash Course on Nvidia's Dividend (and Why It's So Small)
• Negative Sentiment: China’s market regulator found NVIDIA in breach of anti-monopoly laws related to its 2020 Mellanox acquisition and has extended its investigation China says Nvidia violated anti-monopoly law
• Negative Sentiment: NVIDIA shares dipped in pre-market trading after Beijing’s regulator announced the anti-monopoly probe findings China Says Nvidia Violated Antitrust Law, Chipmaker's Shares Slip 1.5% In Premarket
• Negative Sentiment: Barron’s reports NVIDIA stock fell after China declared the company violated monopoly laws amid U.S.–China trade talks Nvidia Stock Drops After China Says It Broke Monopoly Laws
• Negative Sentiment: U.S.–China trade talks resumed under the shadow of NVIDIA’s ongoing anti-monopoly investigation China says Nvidia violated anti-monopoly law as probe continues
• Negative Sentiment: Business Insider notes Beijing’s preliminary probe into NVIDIA’s Mellanox deal, increasing regulatory uncertainty China says Nvidia violated antitrust laws