Nvidia Shares Surge on Big Tech's $650 Billion AI-Spending Plan [Yahoo! Finance Canada]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Yahoo! Finance Canada
“Demand is sky high,” Jensen Huang, Nvidia's chief executive officer, said in an interview on CNBC Friday, calling it a “once in a generation infrastructure buildout.” Those spending plans have lifted shares of companies spread across the wider AI infrastructure trade — the so-called “picks and shovels.” Other semiconductor stocks, like Broadcom Inc. and Marvell Technology Inc., also climbed — revenue for the group is set to reach a record $1 trillion this year. Digital-storage companies, including Sandisk Corp., Western Digital Corp. and Seagate Technology Holdings Plc, all saw their stocks jump. Cloud-services provider CoreWeave Inc. gained roughly 20%, the most since December. Companies that make power equipment and power data centers, including Amphenol Corp., GE Vernova Inc. and Vertiv Holdings Co., were also advancing, alongside gains in nuclear, uranium and hydrogen-linked companies. Growth names, including Palantir Technologies Inc. and quantum computing companies joined
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NVDA
News
- NVIDIA CEO Jensen Huang Unveils Biggest-Ever Dassault Partnership to Power AI Virtual Twins [Yahoo! Finance]Yahoo! Finance
- Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable [MSNBC.com]MSNBC.com
- Tech Voices: Huang on AI CapEx, Goldman-Anthropic, China CPU delays [Seeking Alpha]Seeking Alpha
- Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable [MSNBC.com]MSNBC.com
- Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable [CNBC]CNBC
NVDA
Earnings
- 11/19/25 - Beat
NVDA
Sec Filings
- 2/6/26 - Form 4
- 1/30/26 - Form SCHEDULE
- 1/23/26 - Form 4
- NVDA's page on the SEC website