Company
Nvidia
- Episodes
- 196
- Share
- 20%
- Shows
- 147
- Net sentiment
- +0.35
Up from 16% of episodes in the weeks before; net sentiment was +0.48.
Bullish 76Mixed 52Neutral 45Bearish 23
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%10%15%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Nvidia. Longest episodes first.
Bullish 76
- Powers SpaceX's chip buildout and the Jaguar Type 01 computing platform.Some Math Problems, Arsenal-2, Porsche Mission S | Walter Russell Mead, Kat Cole, Tarek Alaruri, Tyler Niday, Scott Morton, Josiah Meyer, Aarush Selvan · TBPN · Oct 7
- Record margins, strong guidance and ecosystem influence make it a long-term hold.NVIDIA VS. MICRON, META MUSE: GAME CHANGER?, MIDTERM TRADES, & IS A MARKET CRASH COMING? · Market Mondays · Oct 6
- Cited as a standout early investment whose founder kept execution despite near-oblivion moments.RWH073: Unstoppable w/ Sir Michael Moritz · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Oct 11
- RTX Spark entering Windows laptops is expected to have a significant impact on the market.What to expect at Microsoft's October 7 event · The Windows Central Podcast · Oct 6
- Its CEO's advice on AI education and its chips underpin massive data center buildout.Is AI Really Destroying the Planet? | S4E43 BEYOND THE LETTER PODCAST · Beyond the Letter · Oct 5
- Mentioned as a chip producer doing exceptionally well despite the oil shock.The Strategy That Can Win When Stocks Crash · Money Tree Investing · Oct 9
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- Cited as a company every venture firm must write attacks to, and as an acquirer of Hugging Face.20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures · 20VC · Oct 5
- Its 25% backstop on compute contracts signals strong backing for the GPU ecosystem.Compute Is A Trillion-Dollar Market Trading In Group Chats | Brett Harrison & Andrawes Bahou · Empire · Oct 5
- Major investor in Reflection and champion of open models strategically.Reflection’s founders on building a DeepSeek of the West · Sources with Alex Heath · Oct 5
- Seen as the main winner from SpaceX and other AI chip purchases.Did Google just revive the nuclear trade? · Wall Street Unplugged - What's Really Moving These Markets · Oct 7
- Its DSX architecture and Omniverse digital twin partner program are highlighted as drivers of efficiency.Data Center Infrastructure Podcast - Ep 9 - Dell's David Holmes on the Data Center-Aware Grid · Data Center Infrastructure Podcast · Oct 5
- Roadmap for Vera Rubin chips drives data center power density increases.The Permitting Bill Lands, Newsom Picks VPPs Over Community Solar, and the Grid's 97% Problem · Boots on the Ground with Yann Brandt and Abby Hopper · Oct 6
- Key partner on AI-RAN, bringing compute capability to mobile networks.Why AI could change mobile networks forever · The Tech Download · Oct 5
- Hit all-time intraday highs and is a core Harvard holding.Breaking Down Harvard's Stock Portfolio — The Good, the Bad & the Ugly! – 10/05/26 · TraderMerlin · Oct 6
- Building the Cloud for an Agentic World | AWS CEO Matt Garman · The a16z Show · Oct 8
- RTX Spark chip powering the new Surface laptop is central to local AI on Windows.Microsoft's Hybrid AI Windows Event and the Surface Laptop Ultra · Double Tap · Oct 8
- Nearing $6 trillion valuation and extending its rally, though customers are diversifying.Closing Bell Overtime 10/6/26 · Closing Bell · Oct 6
- Armitage owns it and sees strong operating leverage despite memory cost pressure.John Armitage: How He Invests, Building Egerton, and What Worries Him About AI · In Good Company with Nicolai Tangen · Oct 7
- Ives sees strong chip demand and supply tightness benefiting Nvidia's AI business.Closing Bell 10/7/26 · Closing Bell · Oct 7
- Hit record market cap and announced a larger buyback amid AI demand.Is OpenAI's Agent Breach a Rogue AI Problem or a Basic Security Failure? · Bits + Bips · Oct 6
- Demand for its chips is described as effectively unlimited, though architecture may change.What Makes a Great Entrepreneur? | Ben Horowitz on Vintage x Vintage · The a16z Show · Oct 10
- Closed at a record and approaching a $6 trillion market cap.Why Bank of America says the end of AI capex's 'easy money' is coming · The 8:30 · Oct 6
- Guides roughly 70% growth next year with strong demand and a broad ecosystem moat.Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon · Monetary Matters with Jack Farley · Oct 8
- Guest says he would put a portfolio into it given its importance to data centers.Hunter Biden on Bitcoin, the Laptop, Trump & His Next Chapter · The Pomp Podcast · Oct 5
- Partner in agent safety platform and central to the AI infrastructure rally.9AM HOUR: Stocks Hit Record Highs, CrowdStrike CEO on AI and Stock Surge, Skydance Era Begins 10/6/26 · Squawk on the Street · Oct 6
- Cited as a number-one industry leader trading at reasonable forward multiples despite past selloffs.Halftime Report Celebrates 15 Years 10/7/26 · Halftime Report · Oct 7
- Record revenue growth and roughly 75% margins, with strong forward guidance, though valuation is high.BONUS EPISODE: Is Nvidia a bubble? · How We Got Here with Chris Kohler · Oct 5
- Shares rose 1.1%, pushing its market value close to $6 trillion.NTD Evening News Full Broadcast (Oct 06) · NTD Evening News · Oct 7
- Strong growth and reasonable multiples cited by T. Rowe's Tony Wong for AI chip leadership.11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26 · Squawk on the Street · Oct 7
- Hit all-time highs on near-term revenue visibility and expanded buybacks.The AI Boom Is Splitting in Two - SpaceX, Micron and the New Winners · Milk Road Stocks · Oct 7
- Shares near record highs on AI demand and a potential $6 trillion valuation.9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26 · Squawk on the Street · Oct 5
- Presented as a core supplier of compute, networking and software for AI factories.HS145: The Economics and Architecture of AI Factories (Sponsored) · The Everything Feed - All Packet Pushers Pods · Oct 6
- Chip demand from hyperscaler infrastructure build continues to drive strong earnings growth.Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar · RiskReversal Pod · Oct 9
- RTX Spark and CUDA architecture are praised for efficient local inference and speculative decoding performance.the localhost:0007 | ai goes to work · the localhost · Oct 11
- Key supplier of GPUs central to compute infrastructure financing and high-value chip demand.Myers on Turning Compute Into an Asset Class · Tech Disruptors · Oct 8
- Shares hit new highs and the company is nearing a $6 trillion market cap.Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26 · The Exchange · Oct 6
- Stock hit new all-time highs after buyback, and listeners largely expected it to finish the year higher.Options Boot Camp 411: Tackling Your Questions About Bond ETF Options · The Options Insider Radio Network · Oct 8
- Making new highs and driving tech leadership in the S&P.S&p 500 Hits Record High… And 10/6/26 · CNBC's "Fast Money" · Oct 6
- Hit a record close and was seen as attractively valued at about 17 times forward earnings.Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26 · CNBC's "Fast Money" · Oct 5
- Near record highs with strong growth and a favorable token-per-watt position versus rivals.11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26 · Squawk on the Street · Oct 5
- Backed Reflection's new model and benefits from continued AI infrastructure demand.11AM Hour: Undersecretary of Defense Emil Michael, Former White House Coordinator for the Middle East & New AI Model Competition 10/6/26 · Squawk on the Street · Oct 6
- Expected to drive large share of 2027 S&P earnings growth despite trading at modest multiple.Closing Bell 10/9/26 · Closing Bell · Oct 9
- Hit a new intraday high after three straight positive months and strong AI leadership.Guidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26 · Power Lunch · Oct 5
- Major supplier of GPUs for AI buildout, with demand strong and financing deals tied to its chips.10AM Hour: Stocks Pull Back from Records, SpaceX Raising Money to Buy Nvidia Chips, New McKinsey Report on Job Impact from AI 10/7/26 · Squawk on the Street · Oct 7
- Market cap near $6 trillion and a new high; earnings growth drives sector leadership.Stocks Hit Record Highs: Your Next Move 10/6/26 · Halftime Report · Oct 6
- Seen as central to a real AI infrastructure business generating returns for buyers.9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · Squawk on the Street · Oct 9
- Exclusive chip supplier to SpaceX and central to AI spending demand.AI, crypto and market breadth drive the trading day 10/7/26 · Morning Call · Oct 7
- Approaching a $6 trillion market cap as AI demand keeps estimates rising.Rising yields, AI momentum and media industry challenges 10/8/26 · Morning Call · Oct 8
- Valuation has compressed to some of its lowest multiples, seen as reasonable.Why The S&P Just Hit A Record High — Despite Soaring Yields · Prof G Markets · Oct 7
- Eisman owns it and likes it as long as the AI story holds, despite customer concentration.“Big Short” Investor Steve Eisman Isn’t Calling a Crash—But He Sees One Big Risk · In the Money with Amber Kanwar · Oct 8
- Appears to be funding large-scale compute for open-weight model training.Amazon’s Data Center Power Warning, Ex-Trump AI Adviser’s $500M Fund, Anthropic’s Cheaper AI Agents · The Information's TITV · Oct 8
- GPUs coming online at Colossus 2 generate significant SpaceX revenue.Starship to Orbit, TSMC in Terafab?, AI progres · SpaceX Bagholder Podcast · Oct 6
- SpaceX's exclusive commitment to Nvidia chips reinforces its AI hardware leadership.OpenAI Math Breakthroughs, SpaceX’s $40B Nvidia Deal, Quant Firms Hiring Idea Guys | Diet TBPN · TBPN · Oct 7
- Cited as a long-term winner built on persistent GPU development since the 1990s.John Collison, Stripe: AI Agents Will Rewire the Internet · Sourcery · Oct 5
- Sovereign AI buildouts involve large GPU purchases that boost demand.Sovereign AI Hits $138B as Nations Rush for Compute | Nathan Benaich · MTS · Oct 9
- Funds open model development from a healthy compute business and drives full-stack efficiency gains.How open models change the economics of AI · The Deep View: Conversations · Oct 9
- Trading at record highs, with momentum expected into its quarterly report.3 reasons Nvidia and AMD stocks can't stop climbing · Sozzi Unleashed · Oct 5
- Backs Reflection and benefits from an ecosystem of businesses running many models on its hardware.Reflection AI's Beam - The $25 Billion Threat to OpenAI and Anthropic · Inspiring Tech Leaders - AI & Technology Strategy · Oct 11
- Jensen Huang's chips power AI, and Trump backed AI growth in a call with him.Why Are AI CEOs BEGGING Trump to Regulate AI? (He Said No) -Ep. 28 · THE TRICKCAST: Boardroom Scholars and Magicians · Oct 7
- Monolithic Power's power chips for Nvidia's Vera Rubin platform are a key growth driver.Onsemi Buys Synaptics for $5.7B Cash: Balance Sheet Risk & ON Stock Outlook · Chip Stock Investor Podcast · Oct 10
- Ives rates Nvidia outperform with a $300 price target amid AI build-out.Daniel Ives is Back on the Apple Beat - MOSK: 10.08.2026 · Mac OS Ken · Oct 8
- Named as a major TSMC customer benefiting from AI chip demand.PepsiCo Modera Expectativas, TSMC Confirma Demanda y Samsung Factura Récord · Market Insights · Oct 8
- Expected supplier of AI chips for SpaceX's planned large purchase.The Daily Allocator: SpaceX plans $40 billion raise for Nvidia chips; India raises rates; Google contracts for Constellation nuclear power · The Angus Briefing · Oct 7
- A proposed $40 billion SpaceX purchase would be a substantial hardware sale.Has the SaaSPocalypse Finally Arrived? AI Takes On Adobe · Hashtag Trending · Oct 9
- Shares hit notable highs in the rally, supported by semiconductor strength.Weak payrolls lift stocks, but yields stay elevated · Moving Markets · Oct 5
- Chip demand is expected to stay strong as AI compute needs grow.What could slowing the AI frontier mean for the economy? · Marketplace All-in-One · Oct 6
- Identified as the GPU provider that powered the AI boom from the ChatGPT moment onward.Title: Are AI Data Centers a Bubble? Navigating the Neo-Cloud Boom · Chip Stock Investor Podcast · Oct 6
- Semiconductor rally extended for weeks, supporting AI hardware demand expectations.THE POWER BOTTLENECK - Nuclear AI, Autumn Frontlines & The Jobs Calm · The ELEVEN: US Markets · Oct 5
- Hit a new all-time high with very heavy call volume on the day.The Hot Options Report: 10-05-2026 · The Options Insider Radio Network · Oct 6
- Major beneficiary as borrowed funds flow into its AI chip purchases.SpaceX in Talks to Borrow $40B to Buy Nvidia Chips, Uber Gets Into the Catering Business · The Rundown · Oct 7
- Constant headlines and strong fundamentals keep it central to the market trend.The Mag 7 Grip That Won't Let Go · Schwab Network · Oct 7
- Committed $1 billion to the Genesis Mission consortium, the largest industry pledge.Fact Sheet: Trump Administration Announces the Most Ambitious Set of Science Initiatives This Century · The White House In Audio · Oct 9
- Major buyers like SpaceX are borrowing heavily to purchase its chips.SpaceX Seeks $40B in Nvidia Chip Debt, OpenAI Safety Lead Quits Calling Culture Broken, AI Watermarks Fall Apart After 25% Word Swap + 7 More · The AI Edition · Oct 8
- Set new all-time highs during the session, even as the broader chip index lagged.Treasury Auctions Next After New Highs for Nasdaq · Schwab Market Update Audio · Oct 6
- Strong AI demand and projected earnings growth, though margin and memory risks temper the outlook.Starlink Goes Global Mobile, AWS Powers Prime Day 2026, Nvidia Drives Record Growth Amid Margin Strain, Korea Bets Big on Chips, and more... · Tech News Daily · Oct 8
- SpaceX's plan to buy Nvidia chips is seen as a bullish demand signal.CNBC Investing Club: Cramer’s Morning Take on Nvidia 10/7/26 · Squawk on the Street · Oct 7
Bearish 23
- Hosts criticized large price increases on older hardware such as the Shield TV box.TWiT 1104: Real Gs Move in Silence Like Lasagna - An AI Data Center in Space? · This Week in Tech (Video) · Oct 5
- Chip demand could weaken if data centers are delayed or blocked by local opposition.Could U.S. Elections Slow the AI Data Centre Buildout? + Millennial Moron on Housing & Population Growth · The Canadian Investor · Oct 10
- Groq licensing-and-hire deal faces lawsuit over treatment of common shareholders.20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B · 20VC · Oct 8
- Roughly 8-12% of many 401k holdings, so an AI downturn would hit retirement savings.Ep 7: Warren Buffett’s Business Lessons, the AI Boom & a Changing IPO Market · Fundamentals Unfiltered · Oct 5
- Shares fell in the selloff tied to the misreported OpenAI revenue figures.Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI · Big Technology Podcast · Oct 9
- Shares fell about 3% in the tech selloff tied to AI demand concerns.Closing Bell Overtime 10/8/26 · Closing Bell · Oct 8
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- Shares fell on OpenAI revenue concerns given its heavy exposure to AI demand.Closing Bell 10/8/26 · Closing Bell · Oct 8
- Named as part of the AI spending complex whose economics may not hold up.Your Portfolio Is One Big AI Bet — The Diversification Illusion · Wealthion · Oct 5
- Down on the OpenAI revenue news as an AI chip leader tied to AI spending.The Rally and Rising Rate Risk 10/8/26 · Halftime Report · Oct 8
- Its earnings depend on data center buildout that Felder thinks cannot keep pace, risking a bust.Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead · Wealthion · Oct 5
- Its restricted AI chips were allegedly smuggled into China in a major case.Trump, Zuck & Elon Walk Into an AI Summit… and Slovenia is making money from it · AI Haven't A Clue · Oct 9
- Hit hardest in the AI selloff as revenue and returns questioned.OpenAI revenue report triggers volatile AI trade · Squawk Box Europe Express · Oct 9
- Host argues its GPU sales depend on OpenAI-driven demand that may shrink.OpenAI Annualized Revenue FAIL Cause AI Stock to Fall for NVIDIA, Oracle, CoreWeave - OpenAI is DEAD · Eli the Computer Guy · Oct 11
- Host cites its priced-for-perfection valuation as vulnerable if AI productivity gains fail.Gold And The Financial Reset: Why Central Banks Are Buying · Felix Nikolas Prehn's Podcast · Oct 11
- Fell 2.9% as AI stocks sold off on the OpenAI revenue report.Is Elon Musk Coming For Your Phone Plan? · Tech Brew Ride Home · Oct 9
- Host notes its growing trouble and large weight in semiconductor indexes.Stocks, Gold & Bitcoin Could Rally. Did OpenAI Light the Fuse? · The Market Notebook | Market analysis with Nico de Bony · Oct 11
- $NVDA — AI Snapback, a Split Tech Tape, and a Heavy-Volume Nvidia Pullback — How Investors Should Parse the Weekend Pause · Alpha Casts - AI Market Intelligence · Oct 11
- Shares hit by AI revenue concerns, and a director sold a large stake.108 Wealth Weekly Market Wrap – 10 Oct 2026 · Weekly Markets Brief from 108 Wealth · Oct 10
- AI stocks including Nvidia sank after OpenAI's revenue disclosure.Anthropic Just Banned Being Cruel to Claude · ASI pill · Oct 10
- Fell almost 3% in the AI-related selloff.Oct 9: OpenAI Pulls Three Math Papers; Its Revenue Is $50 Billion · Valley Morning Briefing · Oct 9
- Shares fell about 3% amid the AI revenue concerns.Meanwhile, back in the Gulf · NAB Morning Call · Oct 8
- Michael Burry is shorting it, though it recently hit an all-time high.The Big Long: Michael Burry, Treasury Yields, and Small Caps · Room to Run · Oct 11
- Fell 1.8% on concerns about OpenAI's spending capacity behind AI infrastructure demand.What’s News in Markets: Refiners Cash In, AI Stocks Wobble, Homebuilder Blues · WSJ Your Money Briefing · Oct 10
Mixed 52
- Shield price rising sharply while the company faces criticism over AI safety.TWiT 1104: Real Gs Move in Silence Like Lasagna - An AI Data Center in Space? · This Week in Tech (Audio) · Oct 5
- Plans to leverage GPU inventory for huge loan, drawing both enthusiasm and Wall Street pushback.AI Is Now "SI"?! Trump's Rebrand, Nvidia's $500B Chip Gamble & Is Time Travel Possible? · Bourbon with Brad · Oct 11
- Its chip sales are growing, but the speaker questions the CEO's commitment to superintelligence risk.AI Safety Whistleblower: 700 AI Agents Attacked A Company To Cover Their Tracks! | Jeffrey Ladish · The Diary Of A CEO with Steven Bartlett · Oct 8
- Memory bandwidth utilization is low and Rubin Ultra memory is being cut for costs.AI:AM: A Level We Shouldn't Pass? Notes from The Curve + Tokens vs. Salaries & Is SaaS Cooked? · The Cognitive Revolution · Oct 8
- Backstops and guarantees widen its exposure while supporting demand and limiting its balance sheet.Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets) | Dan Nishball, Jordan Nanos · SemiAnalysis Weekly · Oct 9
- Acquiring GPU database companies and pushing GPU acceleration, though cost economics remain unproven.What Happens When Billions of AI Agents Hit Your Database? (Andy Pavlo) · The MAD Podcast · Oct 8
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- Viewed as a defensive megacap trade, though its multiple and growth relationship is debated.This Is Where the Rubber Meets the Road, with Jurrien Timmer · The Compound and Friends · Oct 9
- Strong position with high pricing that may invite competition; guests question its margin discipline.The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses · Excess Returns · Oct 11
- Strong growth and returns, but speakers question whether its pricing power and margins can persist.Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI · The 100 Year Thinkers: Long-Term Compounding in a Short-Term World · Oct 9
- Strong position in the AI build-out, but supply-demand normalization could hurt it; sized modestly.Episode 27: Brian Stoffel on Antifragile Portfolios in a Chaotic World · Shooting the Bull With Drowsy and Bear · Oct 11
- Open agent safety platform praised, though its supply position raises competition questions.The Six Five Pod | EP 322: AI Writes Its Own Rules, Copilot Bills by the Task, and Memory Names Its Price · The Six Five with Patrick Moorhead and Daniel Newman · Oct 5
- Shares retreated; backing of Australian AI cloud firm Firmus seen as overvalued.9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26 · Squawk on the Street · Oct 8
- Mentioned as the dominant AI chip leader that Etched aims to challenge in inference.E440: What Steve Jobs Taught Me About Great Founders · How I Invest with David Weisburd · Oct 9
- Largest index weight with strong earnings growth, but also a constraint on active manager overweights.Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT? · The Compound and Friends · Oct 6
- Backstops about $588 billion of neocloud deals, supporting demand while raising circularity questions.Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos · Big Technology Podcast · Oct 7
- Core AI holding that looks cheap if AI demand holds but expensive if the trade fades.226. Should You Still Own Bonds? · Investing Unscripted · Oct 7
- Balance-sheet financing of ecosystem builds strong competitive position but adds risk.Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook · The Circuit · Oct 5
- Shares dipped while Jensen Huang called its chips an investable asset amid AI financing push.Data Centers, AI Spending and Higher Rates 10/7/26 · Closing Bell · Oct 7
- Its CEO offers a vague answer on net job creation, which the episode treats as evasive.Jon Stewart Unpacks AI’s Dubious Promise of a "Better Future" | Jacob Coxon · The Daily Show: Ears Edition · Oct 6
- Acquired Groq-style technology and is moving toward optical scale-up, though consolidating architectures.Chips, Memory, and Power | Pat Gelsinger · The a16z Show · Oct 9
- Shares fell with AI names but a technical breakout above 237 could target 262.Oil Spike, The Technical Take, and Oppormunities 10/8/26 · The Exchange · Oct 8
- Dominant in AI training, but inference is opening to challengers, which Amon sees as an opening.Qualcomm’s CEO on the coming AI phone supercycle · Sources with Alex Heath · Oct 8
- Aggressive deal streak and planned investments could strain investor confidence despite strong finances.Inside Nvidia’s $100B Dealmaking Spree, Elon Musk’s Massive Chip Ambitions · The Information's TITV · Oct 7
- Shares closed weak; Cramer suggests a rally may wait for TSMC results.Mad Money w/ Jim Cramer 10/9/26 · Mad Money w/ Jim Cramer · Oct 9
- Credit support deals with neoclouds boost demand but add financing risk and customer dependence.Inside Jensen Huang’s Son-in-Law’s Rise at Nvidia, Anthropic’s Sizable IPO Charity Bill · The Information's TITV · Oct 5
- Central AI chip designer whose strong gains raise questions about how much of the trade remains.Systems Rewritten: AI · The Next Five · Oct 6
- Broke out above 235 then reversed; technically a possible bull trap, but fundamentally undervalued.Morning Call 10/9/26 · Morning Call · Oct 9
- Shares swung with AI sentiment; one large put position signaled hedging.10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/26 · Squawk on the Street · Oct 9
- Biggest order opened strong but shares faded as momentum and Asian peer reports weighed.9AM HOUR: Stocks Pull Back From Record Highs, Marvell CEO Exclusive, "Halftime Report" Rings NYSE Opening Bell 10/7/26 · Squawk on the Street · Oct 7
- Market value near $6 trillion drives Jensen Huang's wealth and concentration concerns.DOGE ‘Blockers,’ Media’s Mega Merger, & Bigger Billionaires 10/7/26 · Squawk Pod · Oct 7
- Host has trimmed the position after huge gains while still liking its fundamentals.Higher Rates Are Back—and That’s Good for Investors · Watchdog on Wall Street with Chris Markowski · Oct 10
- Supplies compute to frontier labs; Huang's push into China conflicts with Amodei's stance.From AI to Super Intelligence: Trump's new American AI Agenda · In Focus by The Hindu · Oct 7
- Dominant GPU supplier with broad ecosystem reach, but growing circular obligations to neoclouds.NEOCLOUDS EXPLAINED: Your ULTIMATE Guide to AI’s Least Understood Business · The Wall Street Skinny · Oct 11
- Only company profiting so far from the AI build-out as the seller of chips.Big Tech CEOs fear AI bubble could pop soon: US govt is protecting them · Geopolitical Economy Report · Oct 5
- Export restrictions on its chips to China are seen as having some effect.Claude AI Co-founder Publishes 4 Big Claims about Near Future: Breakdown · AI Explained · Oct 8
- Record buyback and strong cash flow, but hosts question the AI-driven spending and bubble risk.NVIDIA Announces The Largest Buyback in Corporate History – The Special Situations Report Episode #71 · The Special Situations Report · Oct 5
- Jensen Huang argues for open weights, and the chip export debate affects its China sales.The $hadow Warrior: Joe Lonsdale On Funding Futuristic Defense · Everyone Talks To Liz Claman · Oct 10
- Part of the small AI basket driving most market gains; exposure to any AI spending slowdown.Califoreboding · Eye On The Market · Oct 8
- Hardware watchdogs in Bluefield 4 DPUs, but DGX Spark memory was cut amid rising memory costs.[AI WEEKLY NEWS RUNDOWN - VIDEO] Google Gemini 4.0 Argon, DeepMind SynthID Bio, Tavus Griffin Video AI, & OpenAI $157B Valuation (Oct 04, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 5
- Market cap over $5.5 trillion makes it over 8% of the S&P and a driver of concentration.Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap · The Real Eisman Playbook · Oct 9
- Its chips are central to AI growth, but could be superseded at lower cost by future breakthroughs.AI’s Impact on Financial Services · Knowledge at Wharton · Oct 5
- Future compute supply depends on its chip production, and the balance with demand is unclear.Google Just Made a $13 Billion Bet (Here's the Next AI Hot Spot) · MarketBeat | Stock Market News & Analysis · Oct 8
- Dominant rack-scale systems capture big margins, but hyperscaler custom chips pressure its share.The Trillion Dollar AI Infrastructure Race · Chat GPT Podcast · Oct 10
- Its weight in the S&P 500 exceeds its weight in the Nasdaq 100, noted as a concentration point.A Fête Sans Tech (E280) · DoubleLine Minutes · Oct 9
- Market cap near $6 trillion, with SpaceX chip financing tied to its GPUs; expectations look stretched.Europe wobbling again as US posts another all-time high. · Saxo Market Call · Oct 7
- Selling everything it makes, but AI monetization concerns cast doubt on downstream demand.My Daily AI & Markets Briefing — Saturday, October 10, 2026 · My Daily AI & Markets Briefing · Oct 10
- Burry's short has lost money as the stock kept rising, though host notes his bearish thesis.The AI Bubble Is Popping · The Joseph Carlson Show · Oct 8
- GPUs remain indispensable, but competition from CPU-focused rivals is growing.De los Quants a las CPU & AstraZeneca Apuesta por Summit · Market Insights · Oct 6
- Credit default swap volume on its debt jumped sharply, though host says it is not at risk.Private Credit: Just Because We’re Not Talking About It Doesn’t Mean It’s Not a Problem. · Unf*cking The Republic · Oct 5
- Reportedly building an agent permission layer, though details remain uncorroborated and unconfirmed.Nvidia's Agent Guardrail and the Monitor That Read Zero · The Context Report: Today in AI · Oct 5
- Heavy volume in expiring 240 calls, but the stock closed lower off its recent all-time high.The Hot Options Report: 10-08-2026 · The Options Insider Radio Network · Oct 8
- Mentioned as the chip supplier behind SpaceX's planned purchases.AM 08 Oct 26: ASX under pressure as Wall Street retreats · CommSec Market Update · Oct 7
Neutral 44
- Jensen Huang is portrayed as a grounded voice arguing for engineering solutions over doom talk.This Dum Week 2026-10-04 · This Dum Week · Oct 5
- Mentioned as an example of constraint-based approaches to AI safety.Did Trump Really Tell Iran to Bomb LA, the AI Bubble Keeps Expanding, and France Is Still on Fire | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Oct 7
- Partnered on a large surgical robotics dataset effort with fifty institutions.Axel Krieger (Inner Logic): Robots That Learn Surgery From Surgeons · Audrow Nash Podcast · Oct 6
- Its CEO helped rally executive support for the voluntary accord.#245: OpenAI DevDay and Dots, OpenAI’s Safety Crisis, Trump Renames Artificial Intelligence & Anthropic Targets Pre-Thanksgiving IPO Ad: · The Artificial Intelligence Show · Oct 6
- Mentioned as a potential acquirer of strong hardware teams.Jason Reacts To Japanese Founder Pitches + Fireside Chat With Yuki Shirato · This Week in Startups · Oct 10
- Mentioned as a comparison for growth rates and valuation multiples.5 Stocks Are Carrying The Market — Here's How To Protect Yourself · Prof G Markets · Oct 5
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- Jensen Huang appears in discussion of the CEO dynamics around AI buildout.AGI Believers: Kevin Roose on the Race · ChinaTalk · Oct 8
- Mentioned as a company every venture firm must effectively bet on, and as a buyer of Hugging Face.20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 5
- Discussed as a GPU supplier that Google both sells and uses alongside its own TPUs.Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI · Training Data · Oct 6
- Cited among major buyback and market-moving names.Sudden Wealth Syndrome (EP. 485) · Animal Spirits · Oct 7
- Not a focus; only indirect AI-related selloff context was mentioned.Volatility Views 698: Crazy VIX Calls and More Fun With Perpetual Futures · The Options Insider Radio Network · Oct 9
- Mentioned only as part of the chip and memory demand driving AI spending.#143 - Jeffrey Sherman: Preparing for a New Regime · Insightful Investor · Oct 6
- Mentioned as a possible acquirer of Hugging Face to run model safety checks.Ep 90 - China isn’t ignoring AI risk, it’s rejecting America’s version of it · The Trivium China Podcast · Oct 6
- Mentioned as part of circular credit relationships among AI firms.Chris Hentemann, Founder and CIO, 400 Capital Management · Alpha Exchange · Oct 9
- Mentioned only in passing as an example of a large tech holding.Tech Takes The Lead: Is This Sector Rotation Here To Stay? · Investing With IBD · Oct 7
- Mentioned as a customer whose chip demand drives TSMC's growth.What’s the goal of the military-style workouts that left an ASU hockey player on life support? · KJZZ's The Show · Oct 5
- Cited as part of a $500 billion financing deal with Apollo and partners.Alex Wright: Partner and Global Wealth Strategist at Apollo · Why Invest? · Oct 6
- Mentioned among stocks being tokenized on Solana.Satoshi (AI) + Blockchain DXB 🔴 09th Oct 🔴 🟠 US govt moved $1B worth BTC 🟢 Tether.io Partners With Kazakhstan 🏦 Securitize Tokenizes Major Stocks 🔴 ESMA Tightens MiCA Rules · Blockchain DXB · Oct 9
- Its rising GPU rack power drives the shift to liquid cooling.The truth about data center water usage · Catalyst with Shayle Kann · Oct 8
- Mentioned as investing in synthetic data for autonomous vehicles.Data is the Hard Part | Building AI Tools for the Military · ChinaTalk · Oct 6
- Chip purchases are the stated use of SpaceX's proposed borrowing.SpaceX Raised $111B — It Already Needs More · Prof G Markets · Oct 8
- Its confidential computing push in silicon helped create demand, and Jensen Huang amplified the category."Category education is a long game with uncontrollable accelerants" | Ayal Yogev · BUILDERS · Oct 9
- CEO Jensen Huang argues risks are preventable, a view that may serve chip demand.Will AI kill us all? Yes, says Gates; no, says Huang. Plus: Apple's new Watch Series 12 and Xiaomi's three-day-battery phone reviewed · The Big Tech Show · Oct 6
- Referenced for chip specifications and memory de-spec affecting throughput modeling.Ep. 035 - Tech DD’s, Performance Projections, Benchmarks, Supply Chain, Investment Thesis (Consulting)| Abhilash Jain, Jordan Nanos · SemiAnalysis Weekly · Oct 5
- Its chip specifications are key inputs to throughput modeling and roadmap questions.Ep. 035 - Inside SemiAnalysis Consulting (Consulting) | Abhilash Jain, Jordan Nanos · SemiAnalysis Weekly · Oct 5
- Mentioned as CEO Jensen Huang's role in brokering the White House accord.Sam Altman on rogue AI, Anthropic, and getting money out of politics · The Decoded Podcast · Oct 5
- Jensen Huang's donation of compute to open model training is cited as a positive example.Why Open Science Is Dying at Frontier AI Labs | Nathan Lambert · MTS · Oct 9
- Mentioned as a former executive source for a new shared compute pooling venture.Anthropic Expands Access to Most Powerful Models as South Korean Banks Are Hacked by AI Agent · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 10
- Mentioned as a leading index driver and AI engine maker.Order Pad | AI Growth Meets Defensive Income: Astera Labs (ALAB.NAS) and Charter Hall Social Infrastructure REIT (CQE.ASX) · Talk Money To Me · Oct 8
- Mentioned as the GPU supplier Google's cloud business uses alongside its own chips.Inside Google's AI Slump: Can Gemini 4 Argon Fix It? · In the Loop AI · Oct 9
- Chip pricing shifts reflect generation migration rather than a demand slowdown.Charter House Rules - Ep 3 | A Tax, Not a Verdict · Charter House Rules · Oct 8
- Turned AI demand into delivery, mentioned as part of the AI buildout.Strategy Sunday: XRP, AI & the Machine Economy: Who Powers the Next Wealth Boom? · Strategy Sunday w/Armando Pantoja · Oct 5
- Researchers proposed a training method to help agents recover from early errors.The Daily Disruptor: OpenAI Catches State Propagandists · The Angus Briefing · Oct 9
- Mentioned as the chip leader that AI alternatives are contrasted against.The Big 3: CEG, NTAP, CIEN · Schwab Network · Oct 8
- Mentioned as a partner for the NEO dish-loading demonstration and compute hardware.Tesla Optimus vs 1X NEO: Which 2026 Humanoid Has the Better General-Purpose AI Strategy? · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 10
- Primary chip supplier for SpaceX's AI data centers; demand is strong.SpaceX $40 Billion Debt Financing for NVIDIA GPU's - AI is Too Expensive · Eli the Computer Guy · Oct 10
- Its CEO was cited in the keynote describing AI as electricity for the 21st century.From AI Pilots to Production: How Salesforce and Altimetrik Are Scaling Agentic AI · The Ravit Show · Oct 8
- Mentioned as the chip company whose CEO took a call from Trump about data centres.【世界大解说】AI竞争进入算力时代 全球数据中心竞赛升温 | How data centres are driving the global AI race · 世界大解说 | The World Explained · Oct 11
- Closed lower after a new high, with heavy options volume reported factually.The Hot Options Report: 10-09-2026 · The Options Insider Radio Network · Oct 9
- Set multiple record highs earlier in the week and fell about a dollar and three-quarters on the day.The Hot Options Report: 10-07-2026 · The Options Insider Radio Network · Oct 8
- Cited as the subject of insider-style share purchases tied to government actions.How Fraud Became A Winning Strategy · Prof G Markets · Oct 10
- Mentioned for its recent deal-making with AI companies, without a clear investment call.Ways AI Data Center Capacity Will Reach 90GW by 2027 & How AMD, WDC Benefit · Schwab Network · Oct 8
- Reportedly pulled back on Claude Code over pricing and data concerns, with Jensen Huang questioning Amodei.Microsoft and Meta Just Cut Claude Use Before Anthropic’s IPO · Startup Hakk · Oct 6
- Named as a key TSMC customer, with no direct discussion of its own results.Market Watch (08/10): Dollar strength, tech pressure and Asia's AI bet #SGToday · CNA938 Rewind · Oct 8
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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