Nomura Holdings & Nvidia
8 shared events · Importance 3 · Last updated Jun 12, 2026
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Business
Nomura Holdings: Nomura's report provided data showing AI-related hiring outpacing layoffs in India, contributing to the narrative that AI is a net job creator so far, while highlighting structural shifts.
Nvidia: Referenced as an optimist on AI job creation, with CEO Jensen Huang dismissing jobs-doom talk.
Jul 29, 2026 · 43 articles
International
Nomura Holdings: Nomura Holdings provided estimates on the amount of dollar selling conducted by Japan's finance ministry, indicating its role in market analysis and reporting.
Nvidia: Nvidia's stock rose, contributing significantly to the S&P 500's gains due to its immense size and role in the AI boom.
May 25, 2026 · 35 articles
Business
Nomura Holdings: Forecast further DRAM and NAND price increases in Q3.
Nvidia: Key customer of Samsung's HBM and other memory chips; AI demand drives its own growth.
Apr 20, 2026 · 47 articles
International
Nomura Holdings: Nomura provides currency analysis, but is not directly affected.
Nvidia: Nvidia announced AI infrastructure financing, unrelated to the war but part of market news.
Apr 08, 2026 · 416 articles
International
Nomura Holdings: Nomura Holdings analysts have revised lower consensus earnings estimates for FY27/28 due to concerns over oil and the Iran conflict.
Nvidia: Nvidia's latest quarterly results are being watched by investors amid global market uncertainty.
May 05, 2026 · 374 articles
Business
Nomura Holdings: Analyst Donnie Teng commented on memory supply and IPO liquidity.
Nvidia: As a major AI chipmaker, Nvidia benefits from the AI boom and memory supply, though CXMT's rise is not directly impacting it.
Jul 14, 2026 · 113 articles
Domestic
Nomura Holdings: CW Chung, an analyst at Nomura, suggested that investing in other regions could be a way for companies to hedge uncertainty surrounding existing semiconductor clusters.
Nvidia: Nvidia is a major AI player and customer of Samsung Electronics, driving demand for advanced memory chips used in AI servers and processors.
Apr 20, 2026 · 86 articles
Business
Nomura Holdings: Nomura Holdings>>> analysts have projected significant gains for the Nikkei 225>>> by the end of 2026 and 2027, supported by stronger earnings prospects for semiconductor and AI-related companies.
Nvidia: Nvidia>>>'s earnings results contributed to gains in Nubank>>>, further supporting SoftBank Group>>>'s valuation.
Jun 01, 2026 · 32 articles
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