Nvidia ( (NVDA) ) has been popular among investors this week. Here is a recap of the key news on this stock.
Claim 30% Off TipRanks
New trading tool for NVDA bearsNvidia has resurfaced at the center of Wall Street debate as famed “Big Short” investor Michael Burry disclosed that he recently added to his bearish options position in the chipmaker, using puts to cap downside while still betting on a correction in one of the market’s most crowded AI trades. His stance underscores growing concern that Nvidia’s valuation may be stretched after its stunning multiyear rally and dominant role in powering AI data centers worldwide.
At the same time, Nvidia is deepening its grip on the AI supply chain through a $2 billion investment and multibillion-dollar purchase agreement with optical components specialist Lumentum, whose order book is now fully sold out through 2028. The deal signals Nvidia’s drive to secure long‑term access to critical photonics technology for hyperscale data centers, highlighting both the enduring demand for AI infrastructure and the rising execution risk if supply bottlenecks or competitive pressures emerge.