• NVIDIA (NVDA) is reportedly in early talks to back about $250B in financing guarantees for OpenAI data centers and explore financing up to $350B for OpenAI chip purchases; no public comment.
  • NVIDIA cut CPU-attached host memory per NVL72 node from 192GB to 96GB and rack memory from ~55TB to ~28TB; HBM4 GPU memory stays ~20.7TB. Memory now ~29% of system cost.
  • NVIDIA (NVDA) issued $25 billion of investment‑grade bonds in June 2026, a large corporate debt offering contributing to June’s near‑$200 billion total investment‑grade issuance.
  • China warned it may retaliate against the U.S. FCC ban on foreign humanoid robots, naming potential restrictions that could affect NVIDIA Corporation (NVDA) products and NVDA’s China operations.
  • NVDA listed among 2026's top 10 most shorted stocks, with elevated short interest tied to AI-sector peers per S3 Partners and media reports.
  • Investor Michael Burry increased his short positions against chip stocks last week, specifically adding to bets against NVIDIA Corporation (NVDA) and Micron, according to reports.
  • Direxion launched the NVDA Defined Income Boost ETF, a non‑leveraged, rules‑based fund that seeks income by systematically selling call options on NVIDIA stock as part of an overlay strategy.
  • Michael Burry flagged sharply rising five-year CDS spreads for NVIDIA (NVDA), signaling growing market concern over the company’s credit risk tied to heavy AI-related spending.
  • Analyst Dan Ives says NVIDIA (NVDA) leads Huawei by 18–24 months in chips, citing advantages in software, hardware and ecosystem, creating a wide competitive moat despite U.S. export limits.
  • Apple briefly topped NVIDIA (NVDA) to become the world’s most valuable firm after Apple crossed $5 trillion market cap, briefly overtaking NVDA in market-value ranking.