JPMorgan Chase & Nvidia
49 shared events · Importance 6 · Last updated Aug 24, 2026
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International
JPMorgan Chase: JPMorgan Chase is scheduled to report earnings, providing insight into the health of the U.S. banking sector.
Nvidia: Nvidia fell 3.2%, the heaviest weight on the S&P 500, as AI stocks corrected amid concerns about overvaluation and sustainability of demand.
Apr 20, 2026 · 304 articles
Business
JPMorgan Chase: JPMorgan published a note on the unwinding of technology trades, highlighting the impact on hedge funds.
Nvidia: Nvidia is part of the Roundhill Magnificent Seven ETF and a key semiconductor name; Tiger Global cut its holdings, reflecting reduced institutional exposure to AI-related stocks.
Aug 14, 2026 · 13 articles
Tech
JPMorgan Chase: JPMorgan Chase analysts flagged supply tightness on TSMC's N3 process and CoWoS packaging as a risk to Microsoft's Maia 300 ramp through 2027.
Nvidia: Nvidia faces increased competition from Microsoft's custom Maia chips, which aim to reduce reliance on its GPUs. While Nvidia remains dominant, hyperscaler custom silicon could erode its market share in AI accelerators over time.
Aug 10, 2026 · 20 articles
International
JPMorgan Chase: JPMorgan's chief economist commented on Fed policy, but the bank is not directly impacted by the event.
Nvidia: Nvidia's upcoming earnings are highly anticipated, with expectations of nearly doubled revenue, but investors worry about meeting high expectations.
Aug 24, 2026 · 6 articles
Business
JPMorgan Chase: J.P. Morgan participated as a syndicate bank in the credit facility, earning fees and strengthening its relationship with Nscale.
Nvidia: Nvidia is a key backer of Nscale and benefits from increased GPU deployments in Nscale's data centers, driving demand for its Blackwell Ultra GPUs.
Jul 07, 2026 · 8 articles
Business
JPMorgan Chase: JPMorgan economists estimate memory chip costs may have soared by as much as 400% between 2024 and end of 2026.
Nvidia: Nvidia's orders for high-bandwidth memory have prioritized supply from memory makers, contributing to shortages for consumer electronics.
Jun 17, 2026 · 199 articles
Business
JPMorgan Chase: JPMorgan strategist Nikolaos Panigirtzoglou suggested the gap between Mag 7 and chipmakers will resolve as hyperscalers improve monetization.
Nvidia: Nvidia is the third worst stock in the semiconductor benchmark with only a 4.9% gain, as the AI trade shifts away from the erstwhile bellwether to memory chipmakers.
Jul 07, 2026 · 13 articles
Business
JPMorgan Chase: JPMorgan Chase & Co. experienced declines in its stock price, appearing among the biggest losers.
Nvidia: Nvidia Corporation saw its stock price decline, contributing to the list of worst performers on certain days.
May 20, 2026 · 12 articles
Business
JPMorgan Chase: JPMorgan Chase acted as a global coordinator for SK Hynix's ADR offering.
Nvidia: Nvidia is SK Hynix's largest customer for HBM chips. CEO Jensen Huang reaffirmed the partnership and warned of persistent chip shortages, supporting SK Hynix's growth outlook.
Apr 20, 2026 · 247 articles
unfocused
JPMorgan Chase: Michael Feroli, head of U.S. economics at JPMorgan, provided an analyst's perspective on the global economy's acute risk phase and the likely persistence of elevated oil prices.
Nvidia: Nvidia's stock added to its value, with its total market value exploding over $5.8 trillion, driven by the AI boom and strong demand for its chips.
May 19, 2026 · 199 articles
Business
JPMorgan Chase: Noted investor concerns about sustainability of AI memory spending.
Nvidia: Key customer of Samsung's HBM and other memory chips; AI demand drives its own growth.
Apr 20, 2026 · 47 articles
International
JPMorgan Chase: JPMorgan Chase>>>'s Jamie Dimon is on the Tsinghua University advisory board, indicating the board's reach into the finance sector.
Nvidia: Nvidia>>>, a leading chipmaker, is directly affected by US export controls to China>>>. The appointment of its CEO, Jensen Huang>>>, to Tsinghua University's advisory board is a strategic effort to navigate these restrictions and maintain market presence.
May 28, 2026 · 9 articles
Business
JPMorgan Chase: JPMorgan Chase analysts provided positive recommendations for memory chip stocks, citing persistent tight supply and strong demand.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 articles
Business
JPMorgan Chase: Reinitiated coverage with overweight rating and $2,250 target, citing unique positioning in NAND and AI.
Nvidia: Mentioned as a benchmark for AI chip demand; not directly involved but relevant to AI market sentiment.
Aug 04, 2026 · 10 articles
Business
JPMorgan Chase: JPMorgan Chase analysts raised their price targets on Hewlett-Packard, reflecting positive sentiment on AI infrastructure demand.
Nvidia: Nvidia's Vera CPU powers Hewlett-Packard's new ProLiant Compute DL394 Gen12 server, indicating its role in the AI infrastructure market.
May 23, 2026 · 17 articles
Business
JPMorgan Chase: Brokerage that raised its price target on Amazon, reflecting positive analyst sentiment.
Nvidia: World's most valuable company at nearly $5 trillion; benefits from AI infrastructure spending by Amazon and others.
Jul 30, 2026 · 48 articles
Business
JPMorgan Chase: Cut its target price for SK Hynix, citing need for clear capital allocation stance.
Nvidia: Mentioned as AI bellwether with lower cash reserves than Samsung and SK Hynix.
Aug 06, 2026 · 8 articles
Business
JPMorgan Chase: JPMorgan Chase provided data indicating hedge funds sold out of major U.S. tech stocks in anticipation of the SpaceX IPO, reflecting market sentiment and positioning.
Nvidia: Nvidia is part of the 'Magnificent Seven' tech stocks that saw selling pressure from hedge funds ahead of the SpaceX IPO. It is also mentioned as a key player in the AI chip industry.
Mar 09, 2018 · 26 articles
Business
JPMorgan Chase: OpenAI>>> has reportedly spoken with banks including JPMorgan Chase>>> regarding its IPO plans, indicating potential involvement in the offering.
Nvidia: Nvidia is a heavyweight backer of OpenAI, contributing to its funding rounds.
May 20, 2026 · 212 articles
Tech
JPMorgan Chase: JPMorgan Chase was an early partner in Claude (language model), using Claude (AI model) to strengthen its financial systems' security.
Nvidia: Nvidia>>> was among the initial 50 partners in Project Glasswing, using Anthropic>>>'s Mythos AI to uncover security weaknesses.
May 19, 2026 · 83 articles
International
JPMorgan Chase: JPMorgan Chase's global head of economics, Bruce Kasman, provided analysis on the conflict's duration and impact on energy prices.
Nvidia: Nvidia shares jumped after the company unveiled a powerful laptop chip for Windows machines, staking its claim in the AI-integrated PC market.
Apr 26, 2026 · 590 articles
Business
JPMorgan Chase: JPMorgan Chase participated in the $12 billion funding round for Prometheus, indicating its investment in the AI sector.
Nvidia: Prometheus is actively recruiting talent from Nvidia, indicating a competitive landscape for AI expertise.
Jun 11, 2026 · 16 articles
Business
JPMorgan Chase: JPMorgan Chase>>> is serving as a joint book-running manager for Alphabet Inc.>>>'s underwritten public offerings.
Nvidia: Nvidia>>> is referenced as the market leader in AI processors, with Alphabet Inc.>>>'s homegrown TPUs serving as a key alternative.
May 23, 2026 · 103 articles
International
JPMorgan Chase: JPMorgan Chase was mentioned in relation to investor calls arranged through banks in United Arab Emirates — Dubai.
Nvidia: Nvidia's latest quarterly results are being watched by investors amid global market uncertainty.
May 05, 2026 · 374 articles
Business
JPMorgan Chase: JPMorgan Chase uses Lightwell to enhance its software supply chain security.
Nvidia: Nvidia is part of the Lightwell ecosystem, contributing to security fix distribution.
Aug 04, 2026 · 8 articles
Business
JPMorgan Chase: JPMorgan Chase was one of the lead underwriters for SpaceX's IPO, playing a key role in managing the market debut and earning significant fees.
Nvidia: Nvidia is mentioned as the world's most valuable public company, providing a benchmark for SpaceX's market valuation.
Mar 09, 2018 · 538 articles
Business
JPMorgan Chase: JPMorgan raised its target on Qualcomm to $265, citing expectations of significant data center revenue targets, supporting bullish sentiment.
Nvidia: Nvidia is a key competitor in the AI data center market, and Qualcomm's entry into this space will face strong competition.
Jun 12, 2026 · 19 articles
Business
JPMorgan Chase: JPMorgan Chase is one of the lead underwriters for the SpaceX IPO, with CEO Jamie Dimon personally pitching the offering to ultra-high-net-worth clients. This indicates the bank's significant involvement and belief in the deal's importance.
Nvidia: Nvidia is part of the 'Magnificent Seven' companies that dominate the S&P 500 due to years of earnings dominance, contrasting with the unprofitable IPOs.
Apr 20, 2026 · 457 articles
Business
JPMorgan Chase: JPMorgan Chase>>> CEO Jamie Dimon>>> warned about AI's impact on jobs, representing a more cautious stance compared to Torsten Slok>>>.
Nvidia: Nvidia>>> CEO Jensen Huang>>> criticized companies that blame AI for layoffs, calling it 'lazy', which aligns with the 'AI washing' concept.
May 31, 2026 · 6 articles
Business
JPMorgan Chase: JPMorgan set a $225 price target for SpaceX, reflecting confidence in its long-term growth.
Nvidia: Nvidia is a key supplier of GPUs for SpaceX's AI data centers, benefiting from SpaceX's massive AI infrastructure spending.
Jun 18, 2026 · 319 articles
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