Nvidia has close ties with CoreWeave, and investors are watching to see whether the chip maker will support the cloud computing company. Nvidia shares have fallen amid an AI-related selloff.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Nvidia Stock Falls as the Chip Leader Can’t Escape the AI Selloff
Read the original on Yahoo Finance ↗
Keywords
NVDAsemiconductorstech stocksartificial intelligence
Open a keyword to see other news on the same topic.
Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/14/2026 | 221.30 |
| Change that session | -3.16% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Global chipmaker sell - off deepens as enthusiasm for AI stocks wobbles
A closely watched semiconductor index fell 2.5% on Thursday, its seventh straight daily decline, as investors moved to safer assets amid worries about rising rates, AI debt and competition from China. Chip stocks also fell in Taiwan, South Korea and Japan: South Korea's KOSPI finished 7.6% lower at a six-month low, with SK Hynix down 11% and Samsung Electronics down 9.5%, triggering a circuit breaker, while Japan's Nikkei fell 4.9%. TSMC shares finished 2% lower despite strong earnings, after CEO C.C. Wei warned that rising component prices and macroeconomic uncertainty were weighing on demand in some segments. Anthropic reportedly said its sales grew 45% to $17 billion last quarter, though growth had more than doubled in the second quarter. CoreWeave shares fell 15.5% on Wednesday before recovering Thursday after Nvidia CEO Jensen Huang said he was optimistic about the company.
- Nvidia’s CEO Says “All of This Is Going to Pass” After Tech Lost $1 Trillion in a Day
On October 16, 2026, tech stocks lost more than $1 trillion in value in a single session as oil and Treasury yields rose. In Berlin, Nvidia CEO Jensen Huang said “all of this is going to pass” and that AI will benefit every industry, but he announced no new orders, guidance or customers. The Nasdaq 100 fell 2.5% to 29,187.55, and the Philadelphia semiconductor index dropped 3.8%, its eighth straight losing day and longest such streak since 2008. Nvidia slipped 1.43% to $214.13, a $5.17 trillion market value, holding up better than AMD, Intel, Micron and Broadcom. The article argues Huang’s comments do not address the real drivers of the selloff, namely WTI crude at $101.91 on October 14 and the 10-year Treasury yield at 5.10% on October 15, and calls the November 18 earnings report the key test.
- Nowhere to hide: Tech selloff hits software and chip stocks alike
Software and semiconductor stocks have not moved in tandem much this year, but both fell together on Friday as fears over AI and interest rates swept through the market.
- The Buying Opportunities Hidden in the Chip Stock Chaos
Few, if any, chip stocks have escaped the brutal selloff. But the downturn also presents a chance to look for bargains.
- Why Nvidia Stock Can Defy the Broader Chip Sector Slump
- South Korea's benchmark Kospi index sinks more than 7% as tech sell-off deepens
South Korea's Kospi fell more than 7% on Thursday, to 5,584.83 in early trading, as selling in technology shares deepened after Wall Street declined. Samsung Electronics dropped 8.2% and SK Hynix plunged 10.8%. Japan's Nikkei 225 lost 3.9% to 65,119.51, while SoftBank Group, an OpenAI investor, tumbled 9.1%. The trigger was U.S. September inflation running hotter than expected, with consumer prices up 3.7% year-on-year versus 3.4% in August. On Wall Street, the S&P 500 fell 1.1% and the Nasdaq slipped 1.9% as AI-related stocks declined, with Nvidia down 3.2% and AMD off 5.7%.
Related markets
Latest news
- Want to invest your 401(k) in gold? Here are your options
The article explains how to invest in gold through a 401(k), including gold ETFs and funds. It also covers how a rollover from a 401(k) to a gold IRA works.
- A Stock Market Smackdown Week: Elections, Jobs Data, Iran And Earnings
The week ahead is expected to be volatile for investors, with the midterm elections, October jobs data and possible attacks on Iran all in play.
- America is doing better than you think. Your algorithm is just hiding it.
The bottom half of Americans has more than doubled its net worth since 2019, though this is hard to notice while scrolling social media.
- MP Materials Has Collapsed 60% From Its Highs. Here's Why I'm Not Buying (Yet).
MP Materials (MP), the rare-earth miner that operates the Mountain Pass mine in California, has fallen about 60% from its highs, from roughly 100 USD a share last October to about 40 USD. Analysts' average price target is about 71 USD. Under a deal with the Department of Defense last July, the Pentagon set a 10-year price floor of 110 USD per kilogram for NdPr, which the author says makes MP much less vulnerable than other miners. However, the government's price-protection income of 17.6 million USD last quarter accounted for more than 60% of adjusted EBITDA, leading the author to question whether to value the stock on its own earnings or pay a premium for government-dependent profits. The author wants to see the business generate substantial profits on its own and reduce reliance on the Pentagon's payments before feeling more confident, noting the price floor expires at the end of 2035.
- Beyond Nvidia And Hyperscalers: Beth Kindig Sees A $1 Trillion AI Infrastructure Opportunity For These Stocks
IO Fund's Beth Kindig says AI infrastructure demand is increasingly coming from enterprises, neoclouds and sovereign AI customers rather than just the largest cloud providers, which could benefit makers of servers, CPUs, networking, storage and cooling. Nvidia's ACIE business reached $40.3 billion in fiscal Q2, up 138.5% year over year versus 101.2% for hyperscalers, and Kindig estimates it could overtake hyperscaler revenue within two to six quarters. Citing Dell's forecast of 200 gigawatts of AI data center growth through 2030, worth over $1 trillion, she sees Dell and Super Micro Computer as direct beneficiaries. She also highlights rack-scale CPU platforms from Nvidia, AMD and Arm, and liquid cooling, which TrendForce expects to reach 59% penetration in 2027 from 6% in 2023.
- Why Have Profits at Some Banks Fallen Sharply?
Profits at several banks fell sharply after rate-cut programs for individuals and businesses, along with higher risk provisions. SACOMBANK's 9-month pre-tax profit reached nearly 5,900 billion dong, down 46% year over year, though service income rose about 3.5 times and operating expenses fell 19.3%. Eximbank's pre-tax profit was 864 billion dong, down 58%, as it raised credit risk provisions to 997 billion dong and focused on asset quality. Other banks also saw steep declines, including Saigonbank down over 78%, BVBank down 19%, Kienlongbank down nearly 13% and PGBank down 10.5%. The article cites a sudden rise in provision costs, narrowing net interest margins (NIM) and lower non-interest income as the main reasons.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.