the tape · 2026-08-21COIN▲ +8.2%FCX▲ +7.6%MRVL▼ -5.6%TSLA▲ +5.1%GS▲ +3.7%PLTR▲ +3.4%MS▲ +3.3%ORCL▲ +3.1%NEM▲ +3.1%ARM▼ -3.0%MRK▲ +2.4%INTC▼ -2.2%SPCX▲ +2.2%ABT▲ +2.2%SMCI▲ +2.0%VST▼ -2.0%DLR▼ -1.9%CRM▲ +1.8%PM▼ -1.7%DELL▲ +1.7%
NVDA
Nvidia ·
36 big moves · 4 videos · since May 2026
From the desk · Aug 12, 2026
NVDA climbed 3 percent today, riding a broader AI infrastructure wave rather than any single company headline. The most telling context: GE Vernova, which builds the transformers and grid hardware that literally keeps AI data centers running, is drawing attention for a 176 billion dollars backlog driven by that same AI buildout. When the companies powering NVDA's customers are stacking multi-year orders, that's upstream demand confirmation — not a coincidence. The mechanic worth understanding: demand flows through the supply chain before it shows up in quarterly GPU shipment numbers, so moves like today often front-run the fundamental data. No company-specific catalyst in today's tape. But the macro read is clear. Watch hyperscaler cloud capex guidance this quarter — that's the next hard number that either validates or dents this trade.
Every move of 1.5% or more
2026-08-18 · Benzinga
-2.3% — Michael Burry Says This AI Chip Startup Is 'Serious Competition' for Nvidia
T+1 -1.0%T+5 — pendingT+20 — pending
2026-08-12 · Benzinga
+3.0% — Shares of companies in the broader chip sector are trading higher, rebounding from recent weakness in tech sto ▶ we covered it
T+1 +0.5%T+5 -2.9%T+20 — pending
2026-08-10 · no single source
-2.9% — Moved with the tape — no single reported reason that day.
T+1 -0.0%T+5 +3.4%T+20 — pending
2026-08-07 · no single source
+2.3% — Moved with the tape — no single reported reason that day.
T+1 -2.9%T+5 +0.5%T+20 — pending
2026-08-05 · Yahoo
+3.4% — Dow Jones Futures: Nvidia Lifts Dow, But Google, SpaceX Skid; Sandisk, Western Digital Lead Earnings Losers La
T+1 -0.1%T+5 +2.2%T+20 — pending
2026-08-04 · no single source
+2.6% — Moved with the tape — no single reported reason that day.
T+1 +3.4%T+5 +2.6%T+20 — pending
2026-08-03 · no single source
+2.9% — Moved with the tape — no single reported reason that day.
T+1 +2.6%T+5 +5.3%T+20 — pending
2026-07-31 · no single source
+2.9% — Moved with the tape — no single reported reason that day.
T+1 +2.9%T+5 +11.6%T+20 — pending
2026-07-30 · no single source
+2.6% — Moved with the tape — no single reported reason that day.
T+1 +2.9%T+5 +12.3%T+20 — pending
2026-07-29 · Yahoo
-3.6% — This NVIDIA Partner Is Already Up 123% in 2026, but Agentic AI Could Drive Its Next Growth Wave
T+1 +2.6%T+5 +15.4%T+20 — pending
2026-07-27 · Yahoo
-5.0% — Nvidia Invests in Ilya Sutskever's AI Startup
T+1 +0.3%T+5 +5.2%T+20 — pending
2026-07-23 · Yahoo
-1.6% — Nvidia, Amkor strike $1.5 billion chip packaging deal
T+1 -0.9%T+5 -6.6%T+20 +3.9%
2026-07-22 · no single source
+2.3% — Moved with the tape — no single reported reason that day.
T+1 -1.6%T+5 -10.4%T+20 +2.6%
2026-07-21 · Yahoo
+2.0% — Nvidia, Micron just got hit by an AI model from Beijing
T+1 +2.3%T+5 -5.0%T+20 +6.0%
2026-07-17 · Yahoo
-2.2% — Dell Technologies vs. NVIDIA: Which Artificial Intelligence Stock Is a Better Buy in 2026?
T+1 +0.2%T+5 +2.0%T+20 +11.0%
2026-07-16 · Yahoo
-2.4% — Nvidia’s Rubin reassurance protects a much bigger AI bet
T+1 -2.2%T+5 +0.7%T+20 +8.6%
2026-07-14 · no single source
+4.1% — Moved with the tape — no single reported reason that day. ▶ we covered it
T+1 +0.3%T+5 -2.1%T+20 +2.7%
2026-07-13 · Yahoo
-3.5% — Did Nvidia's 2028 Rack Delay Under Jensen Huang Open a Door for AMD and Google? ▶ we covered it
T+1 +4.1%T+5 -0.1%T+20 +6.9%
2026-07-10 · Yahoo
+4.0% — Dow Jones Futures: Big Earnings Due As Market Sets Up; Nvidia, Micron, Sandisk, Robinhood, SpaceX In Focus
T+1 -3.5%T+5 -3.9%T+20 +6.2%
2026-07-08 · Yahoo
+3.7% — Alphabet's Artificial Intelligence (AI) Spending Spree Is Great News for Nvidia
T+1 -0.7%T+5 +4.1%T+20 +7.4%
2026-06-30 · Yahoo
+2.6% — Michael Burry bets against Tesla, Nvidia in new AI bubble short positions
T+1 -1.3%T+5 +2.0%T+20 -5.0%
2026-06-26 · Yahoo
-1.6% — Nvidia isn’t enough — here’s how to build a diversified AI portfolio
T+1 +1.3%T+5 +1.6%T+20 +2.1%
2026-06-25 · Yahoo
-1.6% — OpenAI just built a chip to cut Nvidia out of one job
T+1 -1.6%T+5 -0.5%T+20 +5.7%
2026-06-23 · no single source
-4.1% — Moved with the tape — no single reported reason that day.
T+1 -0.5%T+5 +0.0%T+20 +6.0%
2026-06-18 · no single source
+3.0% — Moved with the tape — no single reported reason that day. ▶ we covered it
T+1 -1.0%T+5 -8.6%T+20 -3.5%
2026-06-16 · no single source
-2.4% — Moved with the tape — no single reported reason that day.
T+1 -1.3%T+5 -4.1%T+20 -0.0%
2026-06-15 · no single source
+3.5% — Moved with the tape — no single reported reason that day.
T+1 -2.4%T+5 -5.8%T+20 +0.0%
2026-06-11 · no single source
+2.2% — Moved with the tape — no single reported reason that day.
T+1 +0.2%T+5 +2.8%T+20 -0.7%
2026-06-10 · no single source
-3.7% — Moved with the tape — no single reported reason that day.
T+1 +2.2%T+5 +2.1%T+20 +5.3%
2026-06-08 · no single source
+1.7% — Moved with the tape — no single reported reason that day.
T+1 -0.2%T+5 +1.8%T+20 -2.2%
2026-06-05 · no single source
-6.2% — Moved with the tape — no single reported reason that day.
T+1 +1.7%T+5 +0.0%T+20 -4.0%
2026-06-04 · no single source
+1.8% — Moved with the tape — no single reported reason that day.
T+1 -6.2%T+5 -6.3%T+20 -10.6%
2026-06-03 · no single source
-3.6% — Moved with the tape — no single reported reason that day.
T+1 +1.8%T+5 -6.7%T+20 -9.3%
2026-06-01 · no single source
+6.3% — Moved with the tape — no single reported reason that day.
T+1 -0.7%T+5 -7.0%T+20 -10.8%
2026-05-22 · no single source
-1.9% — Moved with the tape — no single reported reason that day.
T+1 -0.2%T+5 +4.2%T+20 -7.1%
2026-05-21 · no single source
-1.8% — Moved with the tape — no single reported reason that day.
T+1 -1.9%T+5 -3.8%T+20 -4.9%
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