NVDA catalysts
Catalysts and events linked to NVDA, newest first.
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See today's live cards
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.
DateCardAvg 5d
- 2026-09-09Broadcom Positioned for 60% Custom AI Chip Share with $230B FY28 Revenue OutlookAVGO MRVL NVDA-4.49%
- 2026-09-09Broadcom Custom AI ASIC Share Projected to Reach 60% by 2027AVGO MRVL NVDA-4.49%
- 2026-09-09TSMC Sets Gross Margin Record Driven by Advanced AI Foundry DominanceAMD NVDA TSM-3.36%
- 2026-09-09TSMC Reaches Record Gross Margin on Foundry Pricing Power and AI Fabrication DemandAMD NVDA TSM-3.36%
- 2026-09-09TSMC Reaches Record Gross Margins Supported by Over 70% Global Foundry ShareNVDA TSM-4.21%
- 2026-09-09Vertiv Targets $26B Revenue by 2030 on AI Data Center Power and Cooling DemandNVDA VRT-4.37%
- 2026-09-09Micware and MulticoreWare Sign MOU for Automotive Edge AI and ADAS OptimizationNVDA-4.37%
- 2026-09-09Vertiv Targets $26B Revenue by 2030 on AI Thermal and Power DemandNVDA VRT-4.37%
- 2026-09-07Nvidia buys Hugging Face for $12.9B at 86x sales — NVDA CUDA ecosystem moat re-prices higherNVDA-8.42%
- 2026-09-07Nvidia pays $12.9B for Hugging Face at 86x revenue — NVDA CUDA ecosystem moat re-prices hi → Bullish NVDANVDA-8.42%
- 2026-09-07Nvidia pays $12.9B for Hugging Face at 86x revenue — NVDA CUDA ecosystem moat re-prices higherNVDA-8.42%
- 2026-09-07Nvidia Announces $12.9B Acquisition of Hugging Face to Secure AI Software TierAMD INTC NVDA-2.55%
- 2026-09-07Nvidia buys Hugging Face for $12.9B at 86x revenue — NVDA CUDA ecosystem re-rates switching costsNVDA-8.42%
- 2026-09-07Nvidia announces $12.9B Hugging Face acquisition to anchor software layerNVDA-8.42%
- 2026-09-07Nvidia announces $12.9B Hugging Face acquisition to anchor software layerAMD NVDA-2.55%
- 2026-09-07Nvidia Announces $12.9B Acquisition of Hugging Face PlatformAMD INTC NVDA-2.55%
- 2026-09-07Broadcom Projects AI Chip Revenue to Reach $115B in FY2027 and $230B in FY2028AVGO NVDA-6.05%
- 2026-09-07Nvidia Announces $12.9B Acquisition of Hugging Face to Secure AI Software TierAMD INTC NVDA-2.55%
- 2026-09-07Broadcom Projects AI Revenue Doubling to $115B in FY27 and $230B in FY28AVGO NVDA-6.05%
- 2026-09-06Fed Chair Kevin Warsh signals stricter inflation approach, says price declines must occur 'at sufficient speed'MSFT NVDA-8.42%
- 2026-09-06S&P 500 Q3 Earnings Projected to Grow 23% YoY as Revisions Broaden Across 8 SectorsNVDA SPY-4.81%
- 2026-09-06Nvidia Q2 FY2027: $96.2B revenue, $69.9B free cash flow, management flags 'visibility'NVDA-8.42%
- 2026-09-06Fed Chair Kevin Warsh signals stricter inflation approach, says price declines must occur 'at sufficient speed'MSFT NVDA-8.42%
- 2026-09-06S&P 500 Q3 Earnings Projected to Grow 23% YoY as Revisions Broaden Across 8 SectorsNVDA-8.42%
- 2026-09-06Hyperscaler AI Capex Projected at $800B in 2026 as Supply Visibility ExpandsNVDA-8.42%
- 2026-09-06Fed Chair Warsh Demands Faster Inflation Deceleration, Raising Hawkish Policy RiskMSFT NVDA-8.42%
- 2026-09-06Nvidia Q2 FY2027: $96.2B revenue, $69.9B free cash flow, management flags 'visibility'NVDA-8.42%
- 2026-09-06Nvidia Points to $1.3T 2027 Hyperscaler Capex as Q2 Revenue Hits $96.2BNVDA SMH-6.46%
- 2026-09-06Nvidia Signals Demand Visibility as Hyperscaler Capex Reaches $800B in 2026NVDA-8.42%
- 2026-09-06Fed Chair Warsh Demands Faster Inflation Deceleration, Raising Hawkish Policy RiskDGS10 MSFT NVDA-8.42%
- 2026-09-06Hyperscaler Capex Projections of $1.3T by 2027 Anchor Nvidia Hardware DemandALAB NVDA-8.42%
- 2026-09-06Nvidia Points to $1.3T 2027 Hyperscaler Capex as Q2 Revenue Hits $96.2BNVDA SMH-6.46%
- 2026-09-06AI Physical Infrastructure Demand Drives Order Flow for Thermal and Optical VendorsALAB NVDA VRT-8.42%
- 2026-09-06Nvidia Highlights Hyperscaler Capex Pipeline Reaching $1.3T by 2027AMD NVDA TSM-2.55%
- 2026-09-06Nvidia Signals Demand Visibility as Hyperscaler Capex Reaches $800B in 2026MSFT NVDA-8.42%
- 2026-09-06Broadcom Q3 AI Chip Revenue Hits $16.7B but Q4 Outlook Drives 3% DipAVGO NVDA-6.05%
- 2026-09-06Fed Chair Warsh Signals Stricter Inflation Stance Requiring Rapid DisinflationNVDA ONEQ-8.42%
- 2026-09-06Nvidia Q2 FY2027 revenue doubled to $96.2B; free cash flow $69.9BNVDA SPY TLT-3.73%
- 2026-09-06Fed Chair Kevin Warsh signals stricter inflation approach, says price declines must occur 'at sufficient speed'MSFT NVDA-8.42%
- 2026-09-06Nvidia Q2 FY2027: $96.2B revenue, $69.9B free cash flow, management flags 'visibility'NVDA-8.42%
- 2026-09-06Hyperscaler AI Capex Projected at $800B in 2026 as Supply Visibility ExpandsMSFT NVDA-8.42%
- 2026-09-06Fed Chair Warsh Demands Faster Inflation Deceleration, Raising Hawkish Policy RiskDGS10 MSFT NVDA-8.42%
- 2026-09-06S&P 500 Q3 Earnings Projected to Grow 23% YoY as Revisions Broaden Across 8 SectorsNVDA SPY-4.81%
- 2026-09-06Broadcom AI Revenue Jumps 221% to $16.7B; Q4 Guidance Miss Triggers 3% DipAVGO NVDA TSM-4.88%
- 2026-09-06Hyperscaler Capex Projections Reach $800B in 2026 and $1.3T in 2027 Supporting NVDAMSFT NVDA TSM-5.48%
- 2026-09-06Hyperscaler Capex Projections of $1.3T by 2027 Anchor Nvidia Hardware DemandALAB NVDA-8.42%
- 2026-09-06Broadcom AI Revenue Surges 221% to $16.7B but Q4 Outlook Triggers 3% PullbackAVGO MRVL NVDA-4.74%
- 2026-09-05Nvidia Acquires Hugging Face for $12.9B; Marvell Rallies 6% on Interconnect Tie-UpMRVL NVDA-5.27%
- 2026-09-05Marvell Rallies 6% Following Nvidia $12.9B Hugging Face DealMRVL NVDA-5.27%
- 2026-09-05Nvidia Acquires Hugging Face for $12.9B; Marvell Rallies 6% on Interconnect Tie-UpMRVL NVDA-5.27%
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.