NVDA — NVIDIA Corporation - Common Stock
Session close: $186.64. Regular-session share volume: 143,050,491. Change from previous close: +2.78%.
Key developments
Nvidia is reportedly financing billions of dollars of new advanced chip-packaging capacity at Taiwan's Siliconware Precision Industries, an ASE Technology subsidiary, per Reuters. The support, previously undisclosed, targets a packaging bottleneck constraining AI chip output; Nvidia has also made advances to KYEC and Ibiden. CEO Jensen Huang said demand is extraordinary and capacity is the constraint.
Company news Nvidia Is Reportedly Pouring Billions Into AI's Next Big Bottleneck: Advanced Chip Packaging
Sector context: a research firm flagged that strong AI demand does not guarantee the stock has bottomed, citing rising borrowing costs and political risk to data centers, while noting scarce Blackwell rental supply and firm GPU rental prices. Separately, Bank of America said chip valuations now sit at a discount to the market and named Nvidia among baseline winners, though it expects earnings cuts before confidence returns.
Market context — Mentions NVDA in the article text. AI Stocks Could Fall Further Despite Surging GPU Demand, Research Firm Warns · Market context — Mentions NVDA in the article text. Chip Stocks Are Now Cheaper Than the S&P 500 — Something Unseen During the Entire AI Boom
News sources
Company news Nvidia Is Reportedly Pouring Billions Into AI's Next Big Bottleneck: Advanced Chip Packaging · Company news Live On CNBC, Malcolm Ethridge Announces Trimmed Nvidia Position · Market context — Mentions NVDA in the article text. AI Stocks Could Fall Further Despite Surging GPU Demand, Research Firm Warns · Market context — Mentions NVDA in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Market context — Mentions NVDA in the article text. Chip Stocks Are Now Cheaper Than the S&P 500 — Something Unseen During the Entire AI Boom · Market context — Mentions NVDA in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst · Company mentioned — Mentions NVDA in the article text. Why Is Nebius Stock Surging on Friday? · Company mentioned — Mentions NVDA in the article text. Jobs Report Boosts December Fed Rate Hike Bets