nvidia

According to market news, Nvidia CEO Jensen Huang stated during the Marvell CEO keynote speech at the Computex conference in Taiwan that Marvell is expected to become "the next trillion-dollar company."

According to Gate market data, U.S. stocks closed higher on Monday, with the Dow Jones Industrial Average initially rising by 0.09%, the S&P 500 index up by 0.26%, and the Nasdaq up by 0.4%, all three major indices setting new closing highs. Tesla (TSLA.O) fell by 4.5%, Nvidia (NVDA.O) rose by 6%, Oracle (ORCL.N) increased by nearly 10%, and Qualcomm (QCOM.O) dropped by nearly 9%. The Nasdaq China Golden Dragon Index closed up by 1.47%, with NIO (NIO.N) rising by 6.7%.

According to Gate market data, influenced by the latest news from the Middle East, the three major U.S. stock indices opened lower, with the Dow Jones down 0.3%, the S&P 500 down 0.2%, and the Nasdaq down 0.19%. Nvidia (NVDA.O) rose 2.7%, and Microsoft (MSFT.O) rose 3% as both companies jointly launched the Arm architecture RTX Spark PC chip, marking Nvidia's official entry into the personal computer core processor market. Arm (ARM.O) surged 8.8%, while Intel (INTC.O) fell 6.6%. Storage concept stocks collectively rose, with Micron Technology (MU.O) up over 5%, breaking the $1,000 mark, and SanDisk (SNDK.O) up 3.4%.

Recently, funds have continuously flowed into the AI infrastructure sector, significantly increasing the trading activity of computing power and data center-related assets. According to Gate market data, NVIDIA (NVDAX) is currently priced at $216.60, up 0.25% in 24 hours; Marvell Technology (MRVL) is currently priced at $205.17, up 0.82% in 24 hours. According to CoinGlass data, the NVDAX contract position on the Gate platform reached $4.08 million, with a 24-hour trading volume of $2.46 million, both ranking first in the world; the MRVL contract position reached $1.46 million, ranking among the market leaders. Relevant data indicates that AI computing power and data center infrastructure-related assets remain an important direction for capital allocation.It is reported that Gate's stock trading service has officially launched, allowing users to directly trade over 10,000 mainstream U.S. stocks and ETFs using USDT, covering major U.S. securities trading markets and liquidity networks such as NYSE, Nasdaq, NYSE Arca, NYSE American, and BATS, providing users with a more comprehensive choice for global securities asset allocation and further bridging crypto assets with traditional financial markets. Based on a unified account system, users can achieve flexible allocation of digital assets and global securities assets on the same platform, enhancing cross-market investment efficiency.

According to official data, Hyperliquid's open interest (OI) for Nvidia (NVDA) contracts has surpassed $195 million, exceeding WTI crude oil and Micron Technology (MU), ranking fourth in the HIP-3 market OI.Meanwhile, the open interest for Nvidia (NVDA) perpetual contracts on the Binance platform is approximately $39.5 million, only one-fifth of that on Hyperliquid.

According to the Financial Times, Intel (INTC.O) plans to launch an artificial intelligence chip by the end of the year, which will use cheaper memory and cooling technologies than competitors from Nvidia and AMD.

Recently, the technology sector of the US stock market has continued to perform strongly, with AI and semiconductor-related assets consistently attracting market attention, driving the trading enthusiasm for mainstream US stocks to continue to rise. According to Gate's market data, NVIDIA (NVDA) is currently priced at $220.65, up 1.93% in 24 hours, with a 24-hour trading volume of $26.2318 million for related USDT perpetual contracts; Micron Technology (MU) is currently priced at $788.22, up 1.68% in 24 hours, with a 24-hour trading volume of $11.6861 million for related USDT perpetual contracts, and the trading activity is among the top in the industry.As global demand for traditional asset allocation such as US stocks continues to grow, Gate is continuously bridging the gap between cryptocurrency and traditional financial trading scenarios through a unified account system. Users can conveniently participate in trading global mainstream assets such as stocks, metals, foreign exchange, indices, and commodities through a single USDT account, further enhancing cross-market trading efficiency and flexibility in capital usage.Currently, Gate has launched over 130 US stock-related perpetual contract targets, as well as over 430 CFD contract targets, and continues to expand its diverse product lines including spot tokens, perpetual contracts, and on-chain assets, supporting 24/7 trading to provide users with a more flexible and efficient one-stop global asset trading experience.

According to Gate market data, Nvidia (NVDA.O) turned to rise at the beginning of trading, currently up more than 1%, after previously falling more than 1%.

According to Jinshi, the main U.S. stock index futures are currently pointing to a lower open on Thursday, and U.S. stocks may give back some of their gains after the rebound in the previous trading day. The rebound in U.S. stocks yesterday coincided with a sharp decline in U.S. Treasury yields and oil prices. Nvidia's stock price fell in pre-market trading, and the market's negative reaction to its earnings report may weigh on U.S. stocks today. Dan Coatsworth, market director at AJ Bell, stated that the market is focused on whether Nvidia can maintain its current growth momentum.

NVIDIA CEO Jensen Huang stated during the earnings call on Wednesday that the company's newly launched Vera CPU opens up a previously untapped $200 billion total addressable market (TAM) for NVIDIA. Vera was released in March this year and is positioned as the world's first CPU designed specifically for agentic AI.Huang explained that the cognitive part of AI models relies on GPUs, but AI agents primarily run tasks on CPUs. Vera is designed to process tokens as quickly as possible, differing from traditional cloud architectures that focus on multi-instance parallelism in CPUs.This quarter, NVIDIA set another record with revenue reaching $81.6 billion, and the guidance for the next quarter is $91 billion. Huang revealed that the standalone Vera CPU has already generated $20 billion in sales this year. He predicts that there will be billions of AI agents globally, which will use tools just like humans use PCs, driving enormous demand for CPUs. Huang stated that every major hyperscale company and system manufacturer is collaborating with NVIDIA to deploy Vera.

NVIDIA (NVDA.O) released its financial report after the U.S. stock market closed on Wednesday. For Q1 ending April 26, 2026, revenue was $81.6 billion, a 20% increase from the previous quarter and an 85% increase year-over-year, with market expectations at $78.672 billion. Revenue from the data center business was $75.2 billion, with market expectations at $72.8 billion. NVIDIA also announced an $80 billion stock buyback plan and will increase its quarterly cash dividend from $0.01 per share to $0.25 per share.In addition, NVIDIA's data center spending (the main source of the company's revenue) has not shown any signs of slowing down. NVIDIA expects second-quarter revenue to be $91 billion (plus or minus 2%), while the market median expectation is $86.788 billion, although the forecast value once reached as high as $96 billion.

According to Jinshi reports, Nvidia's stock rose after hours, with its first-quarter revenue and second-quarter revenue outlook both exceeding market average expectations.

According to Jinshi reports, after Nvidia (NVDA.O) announced its earnings, U.S. stocks fell more than 3% in after-hours trading.