NVDA
Snapshot
mcap $4.9T · fwd P/E 12.9 · P/S 16.3 · rev +106% y/y · margin 64% · short 1.3% of float · beta 2.2 · earnings in 17d · 51% of 52w range
Active theses holding NVDA
Recent news
US Tech Stocks Crash $2 Trillion; AI Bubble Fears Grow
Wall Street ended October with a brutal selloff, wiping roughly $2 trillion from the Nasdaq-100’s market value as investors questioned whether the artificial intelligence boom could justify its enormous costs. The damage
Oct 31, 2026
Wall Street's AI optimism fades as Intel plunges, Nasdaq falls
The Nasdaq Composite plunged 2.86% to 25,437.00 on Friday, its steepest one-day drop since June 5, and has now fallen 7.8% from its October 6 all-time closing high, as disappointing quarterly results from Intel and Amazo
Oct 31, 2026
Chip stocks crash: Intel plunges 30%, AMD drops 12% on CXMT profit jump
On October 30, chip stocks crashed after China's ChangXin Memory Technologies (CXMT) reported a more than sevenfold year-on-year profit jump to 54.4 billion yuan ($8.17 billion) in Q3, reversing a year-ago loss. Intel pl
Oct 30, 2026
Wall Street drops to worst day since June as tech sell-off deepens
Wall Street suffered its worst day since June, capping a dire October that wiped more than $2.84 trillion from the Nasdaq 100. The S&P 500 fell 1.8%, now down 3% from record highs, while the Nasdaq dropped 2.8%—its worst
Oct 30, 2026
Intel stock plunges 30% as weak PC demand and AI costs trigger selloff
Intel shares plunged 28% on Friday, their worst single-day decline since the 1970s, wiping out more than $100 billion in market value and erasing about $12 billion from the U.S. government's 10% stake, though the governm
Oct 30, 2026
Chip stocks lose $1 trillion in value; Intel drops 28%
Semiconductor stocks lost roughly $1 trillion in market value on Friday, with five companies—Nvidia, Intel, AMD, TSMC, and Broadcom—accounting for $610 billion of the losses. Intel triggered the selloff, plunging 28.4% t
Oct 30, 2026
Nvidia, AMD, Intel Stocks Drop on Alphabet AI Spending Concerns
A broad tech sell-off deepened on Friday, October 30, with Amazon and Intel poised to lose a combined $300 billion in market value as investor anxiety over AI spending intensified. Amazon shares fell 7.4% in premarket tr
Oct 29, 2026
U.S. investigated Chinese spy plot targeting Nvidia CEO
China has formally denied allegations that Alice Huang, a top executive at Singapore-based AI cloud firm Megaspeed, was operating as a Chinese spy targeting Nvidia CEO Jensen Huang, calling the claims 'groundless specula
Oct 29, 2026
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