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
- 2026-10-06Vertiv posts 24% revenue growth on data center liquid cooling conversionNVDA VRT-4.48%
- 2026-10-05TSM imposes 10% AI foundry hike as hyperscaler 2026 capex nears $800B — NVDA pricing-power re-rateNVDA-5.27%
- 2026-10-05Hyperscalers project $800B 2026 capex as TSMC hikes 10% — NVDA AI-accelerator pricing powerNVDA-5.27%
- 2026-10-05Hyperscalers plan $800B 2026 capex and $3-$4T data-center spend by 2030 — NVDA demand repricesNVDA-5.27%
- 2026-10-05Hyperscalers Track $800B in 2026 Capex on Expanding Data Center Compute DemandNVDA-5.27%
- 2026-10-05Hyperscaler 2026 Capex Projected at $800B Amid Long-Term Datacenter BuildoutNVDA SMH-6.02%
- 2026-10-05Hyperscalers Track $800B in 2026 Capex on Expanding Data Center Compute DemandMSFT NVDA-1.11%
- 2026-10-05Hyperscaler 2026 Capex Projected at $800B Amid Long-Term Datacenter BuildoutNVDA SMH-6.02%
- 2026-10-05TSMC Implements 10% Foundry Fee Increases Passed Through to Fabless ChipmakersAMD NVDA TSM-6.58%
- 2026-10-05TSMC enforces 10% foundry fee hikes on leading-edge AI chip customers Nvidia and AMDAMD NVDA TSM-6.58%
- 2026-10-05TSMC Institutes 10% Foundry Price Hike Across Advanced Chip CustomersAMD NVDA TSM-6.58%
- 2026-10-05TSMC 10% Foundry Fee Increases Transmit Price Adjustments to Fabless ChipmakersNVDA TSM-6.90%
- 2026-10-04Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center FacilityNVDA-2.00%
- 2026-10-04Nvidia Reaffirms Long-Term Data Center Capex ProjectionsNVDA-2.00%
- 2026-10-04Hyperscaler Capex Tracking Near $800B in 2026 as Datacenter Spending ExpandsNVDA-2.00%
- 2026-10-04Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center FacilityAPLD NVDA-2.00%
- 2026-10-04Nvidia Reaffirms $3-4T 2030 Data Center Capex Outlook as 2026 Run-Rate Nears $800BMU NVDA-5.00%
- 2026-10-04Hyperscaler Capex Tracking Toward $800B in 2026 as Long-Term DC Spend Targets $3-4TNVDA-2.00%
- 2026-10-04Hyperscaler 2026 capex approaches $800B as Nvidia projects $3-4T data center market by 2030NVDA SPY-0.42%
- 2026-10-04TSMC Implements 10% Foundry Fee Increase as Leading-Edge Capacity TightensAMD NVDA TSM-3.40%
- 2026-10-04Nvidia Reaffirms Long-Term Data Center Capex ProjectionsNVDA-2.00%
- 2026-10-04TSMC Implements 10% Foundry Fee Increases for Advanced Semiconductor NodesAMD NVDA TSM-3.40%
- 2026-10-04TSMC Implements 10% Foundry Price Increases Amid $800B Hyperscaler 2026 CapexAMD NVDA TSM-3.40%
- 2026-10-04Nvidia Reaffirms $3-4T 2030 Data Center Capex Outlook as 2026 Run-Rate Nears $800BMSFT MU NVDA-2.20%
- 2026-10-04Hyperscaler Capex Tracking Toward $800B in 2026 as Long-Term DC Spend Targets $3-4TMSFT NVDA+0.69%
- 2026-10-04TSMC Implements 10% Foundry Price Increases Across Leading-Edge Node CapacityAMD NVDA TSM-3.40%
- 2026-10-04Hyperscaler 2026 capex approaches $800B as Nvidia projects $3-4T data center market by 2030NVDA SPY-0.42%
- 2026-10-04TSMC Implements 10% Foundry Fee Hike Across Advanced NodesAMD NVDA TSM-3.40%
- 2026-10-04Nvidia Reaffirms $3T-$4T 2030 Data Center Capex Outlook as 2026 Run Rate Nears $800BNVDA SMH-3.16%
- 2026-10-04Hyperscaler Capex Tracking Near $800B in 2026 as Datacenter Spending ExpandsNVDA-2.00%
- 2026-10-04Hyperscaler Capex Projected at $800B in 2026 as Long-Term DC Spend Targets $4TNVDA-2.00%
- 2026-10-04TSMC Implements 10% Foundry Fee Increases Passed Through by Fabless CustomersAMD NVDA TSM-3.40%
- 2026-10-04Micron AI Memory Revenue Jumps to $41.5B as Higher Component Costs Press Mobile SoCsMU NVDA QCOM-5.00%
- 2026-10-04Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center FacilityAPLD NVDA-2.00%
- 2026-10-04TSMC Implements 10% Chipmaking Price Increases Across Leading AI CustomersAMD NVDA TSM-3.40%
- 2026-10-04TSMC enforces 10% fee hike as AMD server processor market share reaches 34.5%AMD NVDA TSM-3.40%
- 2026-10-03TSMC Q3 Consensus Forecasts 52.4% EPS Surge Ahead of October 15 Report → Bullish NVDANVDA-2.00%
- 2026-10-03Micron Posts Fiscal Q4 Revenue of $54.2 Billion on AI Memory Demand → Bullish NVDANVDA-2.00%
- 2026-10-03TSMC Advances 10.1% Over 30 Days Ahead of October 15 Q3 Earnings ReportNVDA-2.00%
- 2026-10-03Micron Reports Record Fiscal Q4 Revenue of $54.2B on AI Memory DemandNVDA-2.00%
- 2026-10-03TSMC Q3 Consensus Forecasts 52.4% EPS Surge Ahead of October 15 ReportNVDA TSM-3.06%
- 2026-10-03Micron Posts Fiscal Q4 Revenue of $54.2 Billion on AI Memory DemandNVDA-2.00%
- 2026-10-03Micron Posts Fiscal Q4 Revenue of $54.2 Billion on AI Memory DemandMU NVDA-5.00%
- 2026-10-03NXP Semiconductors Up 1.87% With Consensus Projecting 32.8% Q3 EPS GrowthNVDA NXPI-2.00%
- 2026-10-03TSMC Advances 10.1% Over 30 Days Ahead of October 15 Q3 Earnings ReportNVDA TSM-3.06%
- 2026-10-03TSMC Advances Toward Oct 15 Earnings With Consensus Projecting 52.4% EPS GrowthAMD NVDA TSM-3.40%
- 2026-10-03Applied Digital Energizes 150MW Critical IT Load at Polaris Forge 1 FacilityAPLD NVDA-2.00%
- 2026-10-03Micron Reports Record Fiscal Q4 Revenue of $54.2B on AI Memory DemandMU NVDA-5.00%
- 2026-10-03TSMC Advances 10.1% Over 30 Days Ahead of October 15 Q3 Earnings ReportNVDA TSM-3.06%
- 2026-10-03Micron Reports Record Fiscal Q4 Revenue of $54.2B on AI Memory DemandMU NVDA-5.00%
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.