Ki Young Ju states that NVDA analyst sentiment has reached -2.6σ, the most bearish level on record, as market narratives shift from AI supercycle to dot-com bubble concerns.

Binance Research noted that NVDAUSDT perpetuals hit a 4.2% low versus the prior US close during Nvidia management uncertainty, while Binance captured 44% of top-8 perpetual volume at $360.35M and 30.1% of open interest at $90.57M.

Binance Research noted that management uncertainty at Nvidia drove NVDAUSDT perps to a -4.2% low versus the last US close, with Binance capturing $360.35M in 24-hour volume and $90.57M in open interest.

Bybit launches Tradfi Perp Options, first perpetuals-based contracts for 24/7 Nvidia and SpaceX options trading with fractional lots and portfolio margin.

Nvidia shares fell amid AI slowdown while Crowdstrike rose on cyber demand, according to CNBC on September 14, 2026.

Cognition raised more than $2B at $48 Billion valuation with run-rate revenue jumping from $492M to nearly $900M, backed by a16z and NVIDIA.

Samsung acquires equity in Mistral AI after €3B raise at €21B+ valuation, doubling prior mark with BlackRock and NVIDIA participation.

NVIDIA acquires Hugging Face as Sundar Pichai confirms ongoing partnership to boost open model ecosystem and AI industry impact.

SB Energy files for IPO backed by SoftBank, Nvidia and OpenAI, advancing AI data center expansion plans.

Nvidia $NVDA commits over $70B across AI labs, public equities and infrastructure with Intel at $25B and SpaceX at $21B.

Nvidia acquisition of Hugging Face would reshape open-source AI, Decrypt analysis shows.

AGPU signals early neocloud buildout with CoreWeave at 1.5 GW guiding past 1.85 GW and Nebius at 0.8-1.0 GW YE26, totaling 2.7-2.9 GW against NVIDIA's 8 GW.

Nvidia is in talks to acquire Hugging Face for more than $13B, with the AI platform hosting millions of models as a hub for open-source developers.

Nvidia $NVDA data center revenue surged to $89B in Q2 2026 from $1B in Q4 2019, tracking AI infrastructure expansion.

Nvidia options data reveals trader expectations for earnings-driven price swing, per CNBC on August 26, 2026.

Nvidia whisper numbers top Wall Street targets ahead of strong quarter results, signaling sustained AI semiconductor demand.

NVDA reports August 26 after US close with data-center revenue trajectory and Rubin ramp cadence driving AI stack re-rates across compute, memory and power.

Marvell surges 6% on AI chip deal letting Google buy up to $12.2 billion in shares, extending hyperscaler custom silicon push.

Nvidia faces stricter US export controls as regulators target loopholes in AI chip bans to China, tightening semiconductor restrictions.

Bitget launches FCN fixed coupon notes on rToken US stocks, letting users target buy prices like $202.5 Nvidia with 20% interest or full principal return.