NVIDIA Jumps 4% on Reported Hugging Face Deal, Dell Surges 8%

EarningsM&A · Partnership Impact 4
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Summary · why it matters

NVIDIA shares rose 4% to $225.96 after Bloomberg reported the chipmaker is in advanced talks to acquire AI platform Hugging Face for $12.9 billion, with roughly another $1 billion potentially going toward employee retention, though no final deal has been reached. Meanwhile, Dell Technologies jumped 8% to $457.15 after raising its full-year revenue outlook by about $25 billion and posting its largest quarter on record, with fiscal second-quarter revenue of $46.97 billion, up 57.8% year over year, and adjusted EPS of $7.04. Dell's AI-Optimized Servers revenue doubled to $16.4 billion, and the company booked a record $60.9 billion in AI orders, while its full-year fiscal 2027 revenue guidance was raised to $192 billion, with non-GAAP EPS guidance lifted to $25.50. The iShares Semiconductor ETF gained just 0.2%, indicating today's buying is concentrated in these two names rather than a broader sector-wide AI hardware bid. Dell's year-to-date gain of 241% dwarfs NVIDIA's 17%, reframing the server maker as the deployment-layer beneficiary capturing more AI buildout upside.

Impact on stocks 2

Artificial Intelligence▲ · 2 stocks
Dell Technologies Inc
DELL
▲ PositiveCapitalrelevance

Dell raised full-year revenue and EPS guidance, posted record revenue and AI orders.

NVIDIA Corporation
NVDA
▲ PositiveCapitalrelevance

NVIDIA is in advanced talks to acquire Hugging Face for $12.9 billion.

Theme Impact 6

Off-coverage companies 1

Hugging FacePrivate▲ Positive
Capitalrelevance

Hugging Face is the target of a potential $12.9 billion acquisition by NVIDIA.

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