NVIDIA Stock News

Nvidia stock wasn't getting much of a boost from SpaceX's chip buying plans. But there are more buyers waiting in line.

Michael Burry is becoming more aggressive against three of the market's biggest AI winners. The Big Short investor has replaced outright bearish positions in Nvidia, Palantir and Micron with longer-dated put options extending into 2027, saying research pushed forward his timeline for an AI downturn.

Microsoft will unveil on Wednesday a new laptop powered by Nvidia's chips, seeking ‌to turn Windows into a platform for AI agents to handle tasks such as writing code without having to access the cloud, analysts said.

Elon Musk's SpaceX is in talks with banks and investors to borrow $40 billion to fund a purchase of Nvidia chips, according to a Financial Times report.

SpaceX is raising big money to spend on Nvidia artificial-intelligence chips, according to a report.

Nvidia stock is up 29% this year, but that trails the gains earned by Intel and others. Still, expect Nvidia to shine in 2027.

Nvidia-backed cloud-computing company Lambda is raising up to $4 ​billion at a pre-money valuation ‌of $14.5 billion in what would be its final funding round before ​a planned initial public ​offering, the Wall Street Journal ⁠reported on Tuesday, citing ​people familiar with the matter.

Micron and Nvidia are among high-profile semiconductor companies that have been raking in cash and still have inexpensive stocks.