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

2026-10-13Microsoft Intelligent Cloud Posts $39.3 Billion Revenue with 32% GrowthMSFT NVDA-3.54%
2026-10-13Hyperscaler Cloud and AI Compute Surge with Google Cloud at 82% and Nvidia at 117%GOOGL META NVDA-4.27%
2026-10-13Nvidia Data Center Revenue Jumps 117% on Blackwell Shipments and Rubin RoadmapNVDA TSM-4.33%
2026-10-13Microsoft Intelligent Cloud Revenue Expands 32% to $39.3B on Sustained AI CapexMSFT NVDA-3.54%
2026-10-13Nvidia Data Center Revenue Jumps 117% on Blackwell Shipments and Rubin RoadmapNVDA TSM-4.33%
2026-10-13Microsoft Intelligent Cloud Posts $39.3 Billion Revenue with 32% GrowthMSFT NVDA-3.54%
2026-10-13Hyperscaler Cloud and AI Compute Surge with Google Cloud at 82% and Nvidia at 117%GOOGL META NVDA-4.27%
2026-10-13Microsoft Intelligent Cloud Revenue Expands 32% to $39.3B on Sustained AI CapexMSFT NVDA-3.54%
2026-10-13Microsoft Intelligent Cloud Revenue Reaches $39.3B on 32% Year-Over-Year GrowthMSFT NVDA-3.54%
2026-10-13Cadence Design Systems Faces Q3 Print With Consensus Targeting $2.04 EPSCDNS NVDA-5.27%
2026-10-13Nvidia Data Center Revenue Up 117% YoY as Alphabet Commits $5B to Waymo ExpansionGOOGL NVDA SPY-3.17%
2026-10-13Nvidia Data Center Revenue Jumps 117% YoY as Alphabet Scales Autonomous InfrastructureGOOGL NVDA-5.27%
2026-10-12AMD 180% rally pushes forward multiple to 85x, creating steep premium over peersAVGO NVDA-1.68%
2026-10-12OpenAI Annualized Revenue Drops to $50B, Triggering Capex Scrutiny Across Tech HyperscalersNVDA-4.08%
2026-10-12OpenAI revenue drops to $50B as Cerebras wins 750MW through 2028 — NVDA GPU demand multiple resetNVDA-4.08%
2026-10-12OpenAI revenue drops to $50B as Cerebras signs 750MW through 2028 — NVDA GPU demand de-ratingNVDA-4.08%
2026-10-12AMD 180% rally pushes forward multiple to 85x, creating steep premium over peersAVGO NVDA-1.68%
2026-10-12OpenAI Annualized Revenue Drops to $50B, Triggering Capex Scrutiny Across Tech HyperscalersNVDA-4.08%
2026-10-12Micron Pullback of 18% Tests HBM and Enterprise SSD Structural Demand ThesisMU NVDA-3.85%
2026-10-12OpenAI Annualized Revenue Drops to $50B, Triggering Capex Scrutiny Across Tech HyperscalersNVDA ORCL-4.08%
2026-10-12Cerebras Secures 750MW OpenAI Compute Deal Through 2028 for GPT-5.6 SolAVGO NVDA-1.68%
2026-10-12Cerebras Secures 750MW OpenAI Compute Deal Running Through 2028AVGO NVDA-1.68%
2026-10-12TSMC Schedules Q3 Earnings for Oct 15 Following 50% YoY Revenue ExpansionNVDA TSM-1.96%
2026-10-12AMD 180% rally pushes forward multiple to 85x, creating steep premium over peersAMD AVGO NVDA-4.27%
2026-10-12Micron drops 18% to $1,030 as HBM demand tests traditional memory cycle patternsMU NVDA-3.85%
2026-10-12Cerebras secures 750 MW OpenAI compute deal amid AI revenue adjustmentsAVGO NVDA-1.68%
2026-10-12TSMC faces high expectations for HPC and 3nm production in Oct 15 Q3 reportNVDA TSM-1.96%
2026-10-12AMD Trades at 85x Forward Earnings Following 180% 2026 AdvanceAMD NVDA-6.77%
2026-10-12TSMC Schedules Q3 Earnings for Oct 15 Following 50% YoY Revenue GrowthNVDA TSM-1.96%
2026-10-12Cerebras Secures 750MW OpenAI Compute Deal Through 2028AVGO NVDA-1.68%
2026-10-12OpenAI Annualized Revenue Reported at $50B as Capex Scrutiny MountsNVDA ORCL-4.08%
2026-10-11CoreWeave Cloud Revenue Grows 112% YoY to $2.1B as AWS Reaches $42.2BNVDA-6.61%
2026-10-11CoreWeave Delivers $2.1B Quarterly Revenue at 112% Growth Challenging AWSNVDA-6.61%
2026-10-11CoreWeave Cloud Revenue Grows 112% YoY to $2.1B as AWS Reaches $42.2BNVDA-6.61%
2026-10-11Cerebras Targets $880M-$890M in 2026 Revenue as Wafer-Scale R&D Burn PersistsNVDA-6.61%
2026-10-11Cerebras Projects Up to $890M in 2026 Core Revenue for AI Compute ClustersNVDA-6.61%
2026-10-11CoreWeave Cloud Revenue Grows 112% YoY to $2.1B as AWS Reaches $42.2BAMZN NVDA-5.67%
2026-10-11Cerebras Targets $880M to $890M in 2026 Revenue on AI Cluster DeploymentsNVDA SMH-4.33%
2026-10-11CoreWeave Delivers $2.1B Quarterly Revenue at 112% Growth Challenging AWSAMZN NVDA-5.67%
2026-10-10Fed Chair Warsh Signals Priority on Prices Over EmploymentNVDA XLP XLU+0.11%
2026-10-10AI Datacenter Expansion Underpins Astera Labs and Equinix GrowthALAB EQIX NVDA-6.61%
2026-10-10AI Infrastructure and Storage Suppliers Project Triple-Digit Q3 EPS ExpansionsALAB EQIX NVDA WDC-6.61%
2026-10-10Fed Chair Warsh Signals Priority on Prices Over Employment → Bearish NVDANVDA-6.61%
2026-10-10AI Infrastructure and Storage Suppliers Project Triple-Digit Q3 EPS ExpansionsALAB EQIX NVDA WDC-6.61%
2026-10-10Fed Chair Warsh Signals Priority on Prices Over EmploymentNVDA XLP XLU+0.11%
2026-10-10AI Datacenter Expansion Underpins Astera Labs and Equinix GrowthALAB EQIX NVDA-6.61%
2026-10-10Data Center Power and Thermal Suppliers Position for Significant Q3 Top-Line GrowthBE NVDA TT-6.61%
2026-10-10Fed Signals Primary Priority on Price Stability as Inflation Exceeds 2% TargetNVDA XLP XLU+0.11%
2026-10-10AI Infrastructure and Storage Suppliers Project Triple-Digit Q3 EPS ExpansionsALAB EQIX NVDA WDC-6.61%
2026-10-10Pure-Play AI Software Vendors Lag Hardware Momentum Amid Revenue ContractionsAI BBAI NVDA-4.22%

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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.

Open Desk — $399/month