NVDA catalysts

Catalysts and events linked to NVDA, newest first.

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19 live catalysts on NVDA are in Desk now. Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.

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DateCardAvg 5d

2026-10-19TSMC reports strong AI-driven growth as Tesla identifies Optimus as a key future productMU NVDA TSM-0.29%
2026-10-19Alphabet cloud and TPU monetization gets a higher targetGOOG NVDA TSM-0.29%
2026-10-19Alphabet cloud growth and TPU chip demand keep AI capex in playGOOGL NVDA TSM-0.29%
2026-10-19Microsoft stays firm as AI infrastructure skepticism buildsMSFT NVDA-0.29%
2026-10-19TSMC signals stronger AI foundry demand and higher AI revenue pathNVDA TSM-0.29%
2026-10-19CoreWeave Bond Yields Trade at 15-16%, Signaling Financing StressNVDA SPY-0.29%
2026-10-19TSMC AI chip demand and revenue growth stay central to NVDA read-throughNVDA SMH TSM-0.29%
2026-10-19VGT remains heavily concentrated in four AI megacapsNVDA VGT-0.29%
2026-10-19CoreWeave Bond Yields Rise to 15-16%, Highlighting Neocloud Liquidity StrainsNBIS NVDA-0.29%
2026-10-19Microsoft Azure growth and Copilot adoption support the AI capex tradeMSFT NVDA SPY-0.29%
2026-10-19TSMC Reports 69% Profit Growth as CEO Says AI Revenue Could Exceed 50% CAGRNVDA SPY TSM-0.29%
2026-10-19CoreWeave Bond Yields Hit 15% to 16% Signaling Neocloud Solvency PressureNVDA SPY-0.29%
2026-10-19Microsoft AI cloud growth and Copilot adoption support the AI tradeMSFT NVDA-0.29%
2026-10-19CoreWeave bond yields and Nebius caution pressure Nvidia's AI growth storyCRWV NBIS NVDA-0.29%
2026-10-19CoreWeave bond yields flag stress in the AI infra credit stackCRWV NBIS NVDA-0.29%
2026-10-19TSMC Q3 Growth Hits 41% as Management Signals AI Upside Beyond 50% CAGRAMD NVDA TSM-0.29%
2026-10-19Microsoft stands out as AI spending skepticism hits peersMSFT NVDA-0.29%
2026-10-19VGT concentration leaves the ETF driven by four mega-cap stocksNVDA VGT-0.29%
2026-10-19TSMC Q3 AI demand remains strong on revenue and profit growthAMD NVDA TSM-0.29%
2026-10-19CoreWeave bond yields signal stress in AI cloud fundingCRWV NBIS NVDA-0.29%
2026-10-19Nvidia faces November seasonality against slower hyperscaler cloud growthMSFT NVDA-0.29%
2026-10-19Alphabet cloud and TPU demand remains a direct AI driverGOOG GOOGL NVDA-0.29%
2026-10-18AMD rally is being framed against Nvidia's faster AI growthNVDA+1.38%
2026-10-18Nvidia Authorizes Record $150 Billion Repurchase Program Alongside Safety InitiativeNVDA+1.38%
2026-10-18Nvidia authorizes historic $150 billion share repurchase programNVDA+1.38%
2026-10-18Dividend rotation into energy keeps SCHD bidAVGO NVDA+1.38%
2026-10-18AMD run-up faces valuation pressure versus NvidiaAMD NVDA+1.57%
2026-10-18Nvidia buyback and AI safety effort frame supportive sentimentNVDA+1.38%
2026-10-18Broadcom Projects AI Chip Revenue Reaching $230 Billion by 2028 on Custom ASIC DemandAVGO GOOGL META NVDA+1.38%
2026-10-18TSMC Reports 51% Q3 Revenue Growth and Controls 73% of Third-Party Chip ManufacturingNVDA TSM+1.38%
2026-10-18Morgan Stanley Reports 32-Gigawatt U.S. Power Shortfall for AI Data CentersNVDA+1.38%
2026-10-18Nvidia Authorizes Record $150 Billion Repurchase Program Alongside Safety InitiativeNVDA QQQ SMH+1.29%
2026-10-18Nvidia buyback and AI safety effort frame supportive sentimentNVDA+1.38%
2026-10-18AMD rally is being framed against Nvidia's faster AI growthAMD NVDA+1.57%
2026-10-18Dividend rotation into energy keeps SCHD bidAVGO NVDA+1.38%
2026-10-18Morgan Stanley forecasts 32-gigawatt US power deficit for data centers by 2028AVGO NVDA+1.38%
2026-10-18Gartner says 80% of neocloud companies could cease to exist by 2030CRWV NVDA+1.38%
2026-10-18Morgan Stanley flags a 32 GW U.S. data-center power shortageAMZN AVGO META MSFT+1.11%
2026-10-18TSMC reports 51% revenue growth and 69% net income growth in Q3 2026AVGO NVDA TSM+1.38%
2026-10-18Nvidia authorizes historic $150 billion share repurchase programNVDA SMH+1.38%
2026-10-18Morgan Stanley flags a 32GW U.S. data-center power shortageAVGO META MSFT NVDA+1.11%
2026-10-18AMD run-up faces valuation pressure versus NvidiaAMD NVDA+1.57%
2026-10-18Morgan Stanley flags a 32 GW U.S. data-center power shortageAVGO MSFT NVDA+1.11%
2026-10-18TSMC is framed as the safer AI infrastructure playNVDA TSM+1.38%
2026-10-18TSMC cited as a safer AI infrastructure play amid chip volatilityAVGO NVDA TSM+1.38%
2026-10-18Broadcom projects custom AI chip market to reach $230B by 2028 across hyperscalersAVGO NVDA+1.38%
2026-10-18CoreWeave bond yield and leverage keep pressure on neocloudsCRWV IREN NBIS NVDA+1.38%
2026-10-17TSMC posts record Q3 and raises Q4 revenue guideAMD NVDA TSM+1.57%
2026-10-17TSMC says AI chip demand remains far above supply capacityAMD NVDA TSM+1.57%
2026-10-17TSMC posts record Q3 and raises Q4 revenue guidanceAMD NVDA TSM+1.57%

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See today's live cards

Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.

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