4 meaningful changes this week — Company Fundamentals 2, Product 1, Supply Chain 1.
• Cal Poly unveils $3 million AI Factory to boost research (strong)
• Anthropic Held More Cash Than Nvidia and Apple Combined Ahead of IPO (strong)
• Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings (strong)
• Nvidia investing $3 billion in Meta in Muse partnership (strong)
Still watching 122 open questions.
3 meaningful changes this week — Company Fundamentals 1, Product 1, Supply Chain 1.
• Nvidia in Talks to Back Firmus After IPO Flop, Report Says (strong)
• What a New Nvidia-Backed AI Platform Means for Honeywell Stock (strong)
• RTX 5090 Scalped for $8,500 as Nvidia Denies Death [2026] (strong)
Still watching 90 open questions.
5 meaningful changes this week — Product 2, Company Fundamentals 2, Supply Chain 1.
• NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories (verified)
• Microsoft’s new AI chip makes it less reliant on Nvidia’s GPUs (strong)
• NVIDIA reportedly discontinuing RTX 5090, GB202 GPUs to be reserved for RTX PRO series (strong)
• NVIDIA Reviews Reflection AI Acquisition for Open-Weight AI (strong)
• Nvidia in talks to invest further in Reflection AI or buy it, FT reports (strong)
Still watching 60 open questions.
6 meaningful changes this week — Product 2, Company Fundamentals 2, Market Context 2, Earnings 1.
• California man arrested on charges of smuggling banned Nvidia chips to China; follows arrest of Super Mic (strong)
• NVIDIA DGX Spark Gets 64GB Memory Option For Local AI Work (strong)
• Confirmed: Nvidia Boosts Share Buyback by a Record $150 Billion (verified)
• Firmus plans to allocate half of IPO shares to existing holders, Bloomberg reports (strong)
• Nvidia Stock Climbs After Morgan Stanley Names It a 'Top Semiconductor Pick' (strong)
• Nvidia (NVDA) Shares Gain as Trump Endorses AI Industry Self-Regulation (strong)
Still watching 26 open questions.
Covers Wed Sep 30 2026 to Wed Oct 07 2026.
StrongView evidence →
Marsu remembers
Question
Began watching: Nvidia Stock’s (NVDA) Sell-Off Looks Overdone Ahead of Q3
Single secondary source (The Globe and Mail); not published as a finding.
Question
Began watching: Jensen Huang’s Future At Nvidia Hangs In Balance As Board Weighs Fallout: Analysts Warn Of Challenges Ahead
Single secondary source (Yahoo Finance); not published as a finding.
Question
Began watching: Nvidia CEO Probe Hit Binance Stock Perps While Wall Street Was Closed
Single secondary source (beincrypto.com); not published as a finding.
Question
Began watching: Nvidia faces class action suit over Huang allegations; senator seeks probe, analyst puts CEO exit odds at 15%
Single secondary source (Stocktwits); not published as a finding.
Question
Began watching: Nvidia CEO admits affair as company launches probe into spy claims
Single secondary source (cnn.com); not published as a finding.
Question
Began watching: Analysts say Nvidia CEO unlikely to be ousted over affair, but raise questions about company's future
Single secondary source (Yahoo Finance); not published as a finding.
President Donald Trump said on Monday that the FBI was investigating Nvidia CEO Jensen Huang’s affair with a Chinese businesswoman who was allegedly a spy for Beijing. Marsu matched 5 sources on this event: Yahoo Finance, The Washington Post and 3 others.
Began watching: 5 Best High Growth Stocks Outside Big Tech
Single secondary source (finance.yahoo.com); not published as a finding.
Question
Began watching: Jensen Huang Lifts Nvidia's $18 Billion SpaceX Bet — Spacex Nvda Portfolio Return 2030
Single secondary source (El-Balad); not published as a finding.
Question
Began watching: NVIDIA Stock: Analyst Estimates & Ratings
Single secondary source (Yahoo Finance); not published as a finding.
Question
Began watching: NVDA Stock Rebounds As Traders Weigh Trump Sale News
Single secondary source (stockstotrade); not published as a finding.
Marsu is watching
Unconfirmed: “Dow Jones Futures: Techs Fall On Anthropic News After Dell, AMD, CoreWeave Lead AI-Led Sell-Off” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 2 sourcesLast update
Unconfirmed: “Nvidia Stock’s (NVDA) Sell-Off Looks Overdone Ahead of Q3” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Jensen Huang’s Future At Nvidia Hangs In Balance As Board Weighs Fallout: Analysts Warn Of Challenges Ahead” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “CoreWeave (CRWV) Unveils Forge For AI Development” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 2 sourcesLast update
Unconfirmed: “Nvidia CEO Probe Hit Binance Stock Perps While Wall Street Was Closed” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia faces class action suit over Huang allegations; senator seeks probe, analyst puts CEO exit odds at 15%” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia CEO admits affair as company launches probe into spy claims” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Analysts say Nvidia CEO unlikely to be ousted over affair, but raise questions about company's future” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Dow Jones Futures: Market Damaged, Big Winners Broken; Apple, Amazon, Microsoft Strong” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “NVIDIA Or Micron: Where Each Leads In The AI Buildout” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 2 sourcesLast update
Unconfirmed: “TSMC rises on report of potential push into advanced memory for Nvidia” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia-Backed Cohere Says IPO Timing Uncertain Despite Surging Revenue” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia Just Dipped Below $200 for the First Time Since August” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 2 sourcesLast update
Unconfirmed: “Chatham Lodging Trust (CLDT) (Q3 2026) Earnings Call Highlights: Silicon Valley Surge Drives” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Box expands Nvidia partnership, unveils AI workflow builder” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “5 Key Earnings Charts to Watch This Week” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Intel (INTC) Joined A $700 Million AI Startup Funding Round” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “News | Nvidia supplier nabs Texas site for $1.3 billion manufacturing hub” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia and Nike Lead Biggest Wave Yet of Tokenized Stock Objections” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia (NVDA), Costco (COST), Nike (NKE) join OKX–ICE tokenized stock objections, bringing total to 50” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia, Microsoft, and JPMorgan object to OKXICE tokenized stocks” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 2 sourcesLast update
Unconfirmed: “Nvidia, Micron and Alphabet is part of Zacks Earnings Preview” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia stock edges higher after SEC rule enforcement blocks unauthorized tokenized shares” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia (NASDAQ:NVDA) Stock in Focus as AI Selloff Deepens Ahead of AMD Earnings” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “ServiceNow (NOW) Rolls Out Control Tower Alliance In Big Enterprise AI Push” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Capex cuts could be 'unwelcome' but extend the cycle: BofA (NVDA:NASDAQ)” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “NVDA earnings reactions: historical next-day returns over 12 reports” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia Earnings Countdown: To Buy Ahead of the Print or Wait for Results” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 2 sourcesLast update
Unconfirmed: “5 Best High Growth Stocks Outside Big Tech” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Jensen Huang Lifts Nvidia's $18 Billion SpaceX Bet — Spacex Nvda Portfolio Return 2030” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “NVIDIA Stock: Analyst Estimates & Ratings” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “NVDA Stock Rebounds As Traders Weigh Trump Sale News” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Indian AI infrastructure firm reportedly seeks to raise $3 billion of debt to buy Nvidia's next-generation chips” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Foxconn Ecosystem Enabling Token Factory For AI In Spotlight At Hon Hai Tech Day 2026” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Jim Cramer praises Broadcom and recommends buying another iconic stock” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Intel Stock Crashes 23% Overnight and Gets Jim Cramer 'Furious': 'I Am Actually Disappointed'” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Nvidia Stock Declines as Competition Probe—and Spy Report—Presents New AI Concern” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Google's Nvidia chip challenge boosts cloud sales, crimps cash flow” — will a primary source or a second independent publisher confirm it?
OpenEvidence: 1 sourceLast update
Unconfirmed: “Seaport Reiterates Its ‘Sell’ Rating on Nvidia Stock as Competition Is ‘Mounting’” — will a primary source or a second independent publisher confirm it?
