NVDA catalysts

Catalysts and events linked to NVDA, newest first.

Do these developments change your position?

Review NVDA alongside your other holdings and identify which decision deserves attention first.

Review your initial audit before choosing ongoing portfolio scanning at $79/month.

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.

Open Desk — $399/month

DateCardAvg 5d

2026-10-17Google and SpaceX test orbital AI chips as terrestrial power bottlenecks mountGOOGL NVDA+1.38%
2026-10-17TSMC posts record Q3 and issues Q4 revenue guidance on AI demandASML AVGO NVDA TSM+1.38%
2026-10-17Micron and SanDisk secure long-term memory supply pricing through 2030 to 2031MU NVDA+1.38%
2026-10-17TSMC posts record Q3 and raises Q4 revenue guideAMD ASML AVGO NVDA+1.57%
2026-10-17TSMC says AI chip demand remains far above supply capacityAMD NVDA TSM+1.57%
2026-10-17Micron and Sandisk sign long-term memory contracts through 2030-2031MU NVDA SNDK+1.38%
2026-10-17TSMC posts record Q3 results and issues Q4 revenue guidanceAMD AVGO NVDA TSM+1.57%
2026-10-17TSMC posts record Q3 results and issues strong Q4 revenue guidanceAMD ASML NVDA TSM+1.57%
2026-10-17Micron and Sandisk long-term contracts cut memory pricing volatilityMU NVDA SNDK+1.38%
2026-10-17Micron and Sandisk sign long-term memory contractsMU NVDA SNDK+1.38%
2026-10-16CoreWeave Bond Yields Hit 14.5% as CDS Spreads Widen to 1,038 bpsNVDA+1.38%
2026-10-16Arista Networks provides high-speed Ethernet switching for AI data-center bottlenecksAMD ANET NVDA+1.57%
2026-10-16Taiwan prepares criminal penalties for exports of advanced AI chips and servers to ChinaNVDA SMH TSM+1.38%
2026-10-16Taiwan prepares tighter export controls on artificial-intelligence chips shipped to ChinaCNY NVDA TSM+1.38%
2026-10-16CoreWeave CDS Widens to Record 1,038 bps as Bond Yields Reach 14.5%CRWV NVDA+1.38%
2026-10-16Microsoft Scales In-House Maia 300 Accelerators With Marvell for AzureMRVL NVDA+1.38%
2026-10-16Arista framed as the AI networking layer for data centersANET NVDA+1.38%
2026-10-16CoreWeave debt yield spikes to 14.5% as CDS spreads widen past 1,000 bpsNVDA+1.38%
2026-10-16CoreWeave Bond Yields Hit 14.5% as CDS Spreads Widen to 1,038 bpsNVDA SPY+0.90%
2026-10-16Arista gets framed as the AI networking bottleneck fixANET AVGO NVDA+1.38%
2026-10-16Adams Diversified Equity Fund Posts 12.9% Nine-Month Return as AUM Reaches $3.32BNVDA SPY+0.90%
2026-10-16CoreWeave CDS hits 1,038 bp as bond yields reach 14.5%CRWV NVDA SPY+0.90%
2026-10-16CoreWeave stress also reinforces Nvidia read-through riskCRWV NVDA+1.38%
2026-10-16Arista Networks provides high-speed Ethernet switching for AI data-center bottlenecksAMD ANET NVDA+1.57%
2026-10-16CoreWeave CDS hits 1,038 bps amid $51B debt loadCRWV NVDA+1.38%
2026-10-16CoreWeave CDS hits 1,038 bps as debt funding stress risesCRWV MSFT NVDA+1.11%
2026-10-16CoreWeave debt stress keeps AI infrastructure credit in focusCRWV NVDA+1.38%
2026-10-16CoreWeave CDS hits record 1,038 bps as debt concerns buildCRWV NVDA SMH+1.38%
2026-10-15Google pays $920M monthly for 110k Nvidia GPUs through June 2029 — NVDA accelerator demand re-ratesNVDA-1.43%
2026-10-15Google Commences $920M Monthly Payments for 110k Nvidia GPUsNVDA-1.43%
2026-10-15Apple Valuation Reaches 40x P/E as Multiples Diverge Across Mega-Cap TechNVDA-1.43%
2026-10-15Anthropic Hits $16.8B Q3 Revenue with $67B Run RateGOOGL NVDA-1.43%
2026-10-15Anthropic Reaches $16.8B Q3 Revenue as Google Backs $30B Compute ContractNVDA-1.43%
2026-10-15Google Enters $30B AI Infrastructure Contract With SpaceXNVDA-1.43%
2026-10-15Google signs $30B deal for 110k Nvidia GPUs through June 2029 — NVDA utilization re-rateNVDA-1.43%
2026-10-15Google Enters $30B GPU Compute Agreement for 110,000 Nvidia ChipsNVDA-1.43%
2026-10-15Hyperscaler FCF Constraints Accelerate Custom XPU Silicon ShiftAVGO MRVL NVDA-1.43%
2026-10-15Google Enters $30B AI Infrastructure Contract With SpaceXGOOGL NVDA-1.43%
2026-10-15Anthropic Reaches $16.8B Q3 Revenue and $67B Annualized Run RateGOOGL NVDA-1.43%
2026-10-15Google Commences $920M Monthly Payments for 110k Nvidia GPUsGOOGL NVDA-1.43%
2026-10-15Google Enters $30B GPU Compute Agreement for 110,000 Nvidia ChipsGOOGL NVDA TSM-1.85%
2026-10-15Apple Valuation Reaches 40x P/E as Multiples Diverge Across Mega-Cap TechAAPL NVDA-0.50%
2026-10-15Anthropic Hits $16.8B Q3 Revenue with $67B Run RateGOOGL NVDA-1.43%
2026-10-15Anthropic Reaches $16.8B Q3 Revenue and $67B Annualized Run RateAMD MSFT NVDA-3.10%
2026-10-15Anthropic Reaches $16.8B Q3 Revenue as Google Backs $30B Compute ContractGOOGL NVDA-1.43%
2026-10-14TSMC Commands 73% Foundry Share and Over 95% of Advanced AI Chip OutputNVDA TSM-0.75%
2026-10-13Microsoft Intelligent Cloud Posts $39.3 Billion Revenue with 32% GrowthMSFT NVDA-3.54%
2026-10-13Nvidia data-center revenue jumps 117% as Google Cloud grows 82% — NVDA AI accelerator re-rateNVDA-5.27%
2026-10-13Nvidia data-center revenue jumps 117% as Google Cloud grows 82% — NVDA AI-capex earnings re-rateNVDA-5.27%
2026-10-13Microsoft Intelligent Cloud Revenue Expands 32% to $39.3B on Sustained AI CapexNVDA-5.27%

← Newer Older →

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.

Open Desk — $399/month