NVDA — NVIDIA Corporation - Common Stock
Session close: $217.94. Regular-session share volume: 62,355,450. Change from previous close: +0.90%.
Key developments
NVIDIA and Oracle announced general availability of Vera Rubin systems and Vera CPUs on Oracle Cloud Infrastructure, with OpenAI bringing Vera into production. NVIDIA also expanded its Meta partnership around Muse training, inference and secure AI agents, alongside a planned equity investment. Midday reporting attributed the broader chip rebound to strong demand for Meta’s share offering.
NVIDIA Vera Rubin NVL72 and Vera CPUs Generally Available on Oracle Cloud Infrastructure · What Is Going On With Meta Stock on Tuesday? · Nasdaq 100 Climbs on Chip Rally, Boeing Sinks 10%: Stock Market Today
Anthropic’s newly public filing outlined substantial compute commitments and identified NVIDIA among its chip suppliers, supporting the infrastructure demand outlook. The reported filing-related rally occurred in the prior session; commitments do not translate directly into NVIDIA revenue or establish adequate investment returns.
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Risks remain around AI financing and political sentiment. Morgan Stanley warned that a Democratic election sweep could weigh on infrastructure investment sentiment, potentially affecting NVIDIA; this was a conditional warning, not an established outcome.
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News sources
Company news NVIDIA Vera Rubin NVL72 and Vera CPUs Generally Available on Oracle Cloud Infrastructure