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
- 2026-10-03TSMC Q3 Consensus Forecasts 52.4% EPS Surge Ahead of October 15 ReportNVDA TSM-3.06%
- 2026-10-03NXP Semiconductors Up 1.87% With Consensus Projecting 32.8% Q3 EPS GrowthNVDA NXPI-2.00%
- 2026-10-03Micron Posts Fiscal Q4 Revenue of $54.2 Billion on AI Memory DemandMU NVDA-5.00%
- 2026-10-03TSMC Advances Toward Oct 15 Earnings With Consensus Projecting 52.4% EPS GrowthAMD NVDA TSM-3.40%
- 2026-10-03Astera Labs Dips 1.7% to $350.33 Following 26% Rally Ahead of Q3 EPS TargetALAB NVDA-2.00%
- 2026-10-03Applied Digital Energizes 150MW Critical IT Load at Polaris Forge 1 FacilityAPLD NVDA-2.00%
- 2026-10-02Bull opens 80 million euro supercomputing and AI infrastructure plant in AngersNVDA-2.00%
- 2026-10-02Bull opens €80M supercomputing and AI infrastructure plant in Angers, FranceNVDA-2.00%
- 2026-10-02Bull opens 80 million euro supercomputing and AI infrastructure plant in AngersNVDA-2.00%
- 2026-10-02Bull Opens 80M Euro Supercomputing and AI Hardware Facility in AngersNVDA-2.00%
- 2026-10-02Semiconductor ETF Up 69% in 2026 Outpaces Nvidia on Broad-Based Chip RalliesNVDA SMH-3.16%
- 2026-10-02VanEck Semiconductor ETF rises 69% in 2026 as Micron and Intel outpace NvidiaMU NVDA SMH-4.77%
- 2026-10-02Bull opens 80 million euro supercomputing and AI infrastructure plant in AngersNVDA-2.00%
- 2026-10-02Bull opens €80M supercomputing and AI infrastructure plant in Angers, FranceNVDA-2.00%
- 2026-10-02VanEck Semiconductor ETF outpaces Nvidia 3-to-1 in 2026 on memory and legacy rallyMU NVDA SMH-4.77%
- 2026-10-01TSMC Foundry Demand Momentum Diverges From AMAT 4.4% Growth BaselineNVDA TSM-0.21%
- 2026-10-01NVDA hyperscaler 2027 CapEx rises to $1.3T — AI compute backlog and revenue multiples re-priceNVDA-0.16%
- 2026-10-01Hyperscalers lift 2027 CapEx to $1.3T with 70% FY2028 supplier growth — NVDA orders re-rateNVDA-0.16%
- 2026-10-01Nvidia Faces October Catalyst Window as Hyperscalers Prepare 2027 CapexNVDA SMH-0.94%
- 2026-10-01TSMC Foundry Demand Momentum Diverges From AMAT 4.4% Growth BaselineNVDA TSM-0.21%
- 2026-10-01Hyperscalers lift 2027 data-center capex to $1.3T — NVDA AI-compute revenue multiple re-pricesNVDA-0.16%
- 2026-10-01Anthropic Plans $518B Cloud Spending with $110B Committed to AWSAVGO NVDA+2.32%
- 2026-10-01Hyperscaler Capex Projected to Expand to $1.3T as Nvidia Targets 70% FY28 GrowthNVDA-0.16%
- 2026-10-01Hyperscaler Capex Projections Toward $1.3T Drive AI Semiconductor OutlookAVGO NVDA TSM+1.46%
- 2026-10-01Hyperscaler AI Capex Projected to Reach $1.3T as Hardware Guidance ApproachesNVDA SPY+0.57%
- 2026-10-01Anthropic Plans $518B Cloud Spending with $110B Committed to AWSAMZN AVGO NVDA+2.33%
- 2026-10-01Nvidia targets 70% FY2028 growth as hyperscaler capex climbs to $1.3TARKK NVDA-0.16%
- 2026-10-01Nvidia Eyes October Hyperscaler 2027 Capex Revisions as Spend Expands to $1.3 TrillionNVDA-0.16%
- 2026-10-01Anthropic Draft IPO Filing Reveals $518B Cloud Plan, $110B Amazon AWS DealAMZN AVGO NVDA+2.33%
- 2026-10-01Hyperscaler 2027 CapEx Forecasts Expand to $1.3T, Underpinning Semiconductor DemandNVDA SPY+0.57%
- 2026-10-01Hyperscaler AI Capex Projected to Rise to $1.3T Supporting Nvidia 2028 GrowthAVGO NVDA+2.32%
- 2026-10-01TSMC Foundry Demand Momentum Diverges From AMAT 4.4% Growth BaselineAMAT NVDA TSM-0.21%
- 2026-10-01Nvidia Eyes October Hyperscaler 2027 Capex Revisions as Spend Expands to $1.3 TrillionMSFT NVDA+0.87%
- 2026-10-01Hyperscaler Capex Projections Toward $1.3T Drive AI Semiconductor OutlookAVGO MSFT NVDA TSM+1.57%
- 2026-10-01Anthropic Draft IPO Filing Reveals $518B Cloud Plan, $110B Amazon AWS DealAMZN AVGO NVDA+2.33%
- 2026-10-01Hyperscaler 2027 CapEx Forecasts Expand to $1.3T, Underpinning Semiconductor DemandNVDA SPY+0.57%
- 2026-10-01Hyperscaler AI Capex Projected to Reach $1.3T as Hardware Guidance ApproachesNVDA SPY+0.57%
- 2026-10-01Hyperscaler Capex Projected to Expand to $1.3T as Nvidia Targets 70% FY28 GrowthNVDA-0.16%
- 2026-10-01Nvidia targets 70% FY2028 growth as hyperscaler capex climbs to $1.3TARKK MSFT NVDA+0.87%
- 2026-10-01Anthropic Plans $518B Cloud Spending with $110B Committed to AWSAMZN AVGO MSFT NVDA+2.23%
- 2026-10-01Nvidia Faces October Catalyst Window as Hyperscalers Prepare 2027 CapexNVDA SMH-0.94%
- 2026-09-30Bitdeer AI Secures $1.7B Off-Take for Malaysia GB300 Data CenterNVDA+3.98%
- 2026-09-30Nvidia adds $150B buyback to lift authorization to $235B — NVDA EPS accretion and corporate bidNVDA+3.98%
- 2026-09-30Nvidia adds $150B buyback lifting authorization to $235B — NVDA EPS accretion and corporate bidNVDA+3.98%
- 2026-09-30Bitdeer AI Secures $1.7B Off-Take for Malaysia GB300 FacilityNVDA+3.98%
- 2026-09-30Nvidia Authorizes $150B Buyback Expansion, Lifting Total to $235BNVDA QQQ+3.21%
- 2026-09-30Alphabet Cloud Backlog Hits $514 Billion with 82% Revenue GrowthAVGO NVDA+5.59%
- 2026-09-30Nvidia adds $150B buyback to lift authorization to $235B — NVDA EPS support and AI-multiple bidNVDA+3.98%
- 2026-09-30Nvidia Adds Record $150 Billion to Share Repurchase ProgramNVDA QQQ+3.21%
- 2026-09-30Alphabet Cloud Backlog Hits $514 Billion with 82% Revenue GrowthAVGO GOOGL NVDA+5.59%
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.