NVIDIA Stock News Digest
Breaking News • January 28, 2026
Nvidia helped DeepSeek hone AI models later used by China’s military, lawmaker says
A U.S. lawmaker has alleged that NVIDIA assisted in developing AI models later adopted by China’s military. The report highlights ongoing scrutiny of NVIDIA’s partnerships with Chinese companies as geopolitical tensions rise.
Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI
Major tech companies are reportedly in advanced discussions to invest approximately $60 billion in OpenAI, with NVIDIA playing a central role in potential funding arrangements. This massive investment could reshape the AI landscape.
NVIDIA to Host Conference Call Discussing Q4 and Fiscal Year 2026 Financial Results
NVIDIA announced plans to host an upcoming conference call to discuss its fourth-quarter and fiscal year 2026 financial results. Investors and analysts will closely monitor guidance and AI chip demand outlook.
CoreWeave’s NVIDIA Boost Fueled a Rally—Now Comes the Hard Part
NVIDIA’s investment in CoreWeave has provided significant momentum, but analysts remain divided on whether this represents a true vote of confidence or potential concern for the broader AI infrastructure market.
Intel’s 21% Sell-Off Looks Ugly—But the Numbers Tell Another Story
While Intel’s stock faces significant pressure, positive developments include beating quarterly expectations and securing strong cash positions while prioritizing high-margin data center customers during supply constraints.
Key Stock Metrics
- Current Price: ~$191.52
- Price Target: $263.41 (upside of ~37.5%)
- Consensus Rating: Buy (3.04/5)
- Market Cap: $4.65 trillion
- P/E Ratio: 47.52
- Analyst Coverage: 45 reports in past 90 days