Some analysts say China is fully “de-risked.” Others see a business facing “unsupportable” geopolitical reality. For Nvidia, billions are on the line.

Nvidia has grown, swelling to a $4 trillion valuation last month, so has its weighting in the S&P 500. It now makes up almost 8 per cent of the index.

Nvidia Corp (NVDA), the leading GPU maker, is set to report its second-quarter 2026 results on August 27, and analysts on Wall Street are updating their views ahead of the release. The latest to issue ...

The 2025 stock market saw Palantir, at its peak, up more than 150% and leading the S&P 500. Major hyperscaler Oracle ORCL ran up 57%, while Nvidia stock's gain topped just short of 57%. Microsoft ...

Nvidia stock is currently set to record its first two-week losing streak since April amid fears of an AI bubble.

Chinese officials are peeved over Commerce Secretary Howard Lutnick’s “insulting” remarks about Nvidia’s H20 computer chip — and are now pressuring domestic firms not ...