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Nvidia Unveils Robot Training Tech, New Gaming Chips, and Toyota Deal
He’s their biggest fan (Artur Widak/Getty Images)

Nvidia’s key partners are rallying after shout-outs from CEO Jensen Huang

Everything from fellow chipmakers to automakers are benefiting from the halo effect.

Luke Kawa

When CEO Jensen Huang delivered his keynote speech at CES on Monday evening, he expressed excitement about not only Nvidia, but also the company’s many publicly traded partners working toward intertwining AI with the real world.

And, no surprise, a lot of those companies are ripping higher on Tuesday morning.

Micron 

Huang revealed that the firm will source from Micron for its new GPUs:

“So two dual shaders: one is for floating point, one is for integer. G7 memory from Micron, 1.8 terabytes per second, twice the performance of our last generation.”

KION and Accenture

Nvidia is working with KION GROUP and Accenture to make warehouses more efficient.

“There are millions of factories, hundreds of thousands of warehouses. That basically is the backbone of a $50 trillion manufacturing industry. All of that has to become software defined. All of it has to have automation in the future and all of it will be infused with robotics.

Well, we’re partnering with KION, the world’s leading warehouse automation solutions provider, and Accenture, the world’s largest professional services provider, and they have a big focus in digital manufacturing. And we’re working together to create something that’s really special...”

Toyota

While Huang name-dropped nearly every big electrified-vehicle maker, he specifically shouted out a partnership with Toyota.

“We’re working with just about every major car company around the world: Waymo and Zoox and Tesla, of course, and their data center; BYD, the largest EV company in the world; JLR’s got a really cool car coming; Mercedes, a fleet of cars coming with Nvidia, starting with — starting this year going into production. And I’m super, super pleased to announce that today, Toyota and Nvidia are going to partner together to create their next-generation AVs.

Just so many cool companies — Lucid, and Rivian, and Xiaomi, and of course Volvo. Just so many different companies. Waabi is building self-driving trucks. Aurora, we announced this week also that Aurora is going to use Nvidia to build self-driving trucks.”

​​

Mediatek

Shares gained 4.6% in Taiwan after Huang said this about the joint effort to produce a superchip:

“This is the chip that’s inside. It is in production. This top-secret chip we did in collaboration, the CPU, the Grace CPU, is built for Nvidia in collaboration with MediaTek. They’re the world’s leading SoC company, and they worked with us to build this CPU, the CPU SoC, and connect it with chip-to-chip NVLink to the Blackwell GPU.”

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Bulls pour into Joby and Archer options as Trump's push for record defense budget boosts eVTOL names

Options traders appear bullish on electric aircraft makers like Archer Aviation and Joby Aviation on Thursday, with large volumes boosting the stocks following President Trump’s call for a record $1.5 trillion US military budget for 2027.

Both companies, as well as newly public rival Beta Technologies, have sizable defense contracts. In July, Archer CEO Adam Goldstein told Sherwood News that he believes the company’s defense side will outpace its civil air taxi service for at least a decade.

Traders seem to believe him. As of 10:53 a.m. ET, about 31,000 Archer call options had exchanged hands, around 9,000 short of its 20-day average for a full day. Joby saw roughly 20,000 call options traded by the same time, eclipsing its 20-day average. For the most actively traded calls for Joby and Archer (C$17s expiring February 20 and C$9s expiring on Friday, respectively), volumes on the ask side are outstripping the bid or mid, indicating motivated buyers.

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J. Edward Moreno

Insurers rise as House tees up ACA extension vote

Several health insurers rallied on Thursday as the House of Representatives is expected to pass a measure extending the Affordable Care Act tax credits that expired at the end of 2025.

The scheduled vote comes after a group moderate Republicans broke with leadership to revive the bill, as rising health premiums create a political liability for lawmakers up for election in the midterms this year. While it’s expected to pass the House with support from those Republicans, it faces an uphill battle in the Senate.

The biggest providers of ACA Marketplace plans, like Oscar Health, Molina Healthcare, Centene and UnitedHealthcare, rose on the news.

The ACA tax credits, which subsidize health insurance plans provided by private insurers, were part of a 2021 COVID-19 relief package passed by a Democrat-controlled Congress. The credits expired at the end of 2025, and health premiums are expected to skyrocket as insurers adjust for rising costs of care.

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Matt Phillips

Bloom Energy surges on fuel cell deal with utility

Fuel cell maker and momentum stock favorite Bloom Energy ripped early Thursday, after American Electric Power said one of its subsidiaries would exercise an option — from a previous agreement — to buy additional Bloom products for a fuel cell power plant in an agreement worth $2.65 billion.

AEP also said it had signed a “20-year deal with an unnamed customer to supply the entire output from the fuel cell generation facility that will be located near Cheyenne, Wyoming.”

Analysts at Evercore ISI wrote:

“We view this as a meaningful positive for Bloom as it sheds light on the demand for its product and provides investors insight into the fact that the AEP contract will result in volumes well above the minimum commitment, which had previously been rather opaque.

Additionally, this should also provide confidence in Bloom’s customer diversification as many had typically tethered the company directly to Oracle, given the company’s announced collaboration with the company in July 2025.”

With Thursday morning’s surge, Bloom Energy is up more than 400% over the last 12 months, in a rally driven by investor excitement about surging power demand related to AI data centers. While the company has been profitable — on an adjusted basis — over its last four quarters, it’s also highly valued, with a price-to-forward earnings multiple of more than 100x.

American Electric Power signs $2.65 billion deal for fuel cells

American Electric Power signs $2.65 billion deal for fuel cells

Analysts at Evercore ISI wrote:

“We view this as a meaningful positive for Bloom as it sheds light on the demand for its product and provides investors insight into the fact that the AEP contract will result in volumes well above the minimum commitment, which had previously been rather opaque.

Additionally, this should also provide confidence in Bloom’s customer diversification as many had typically tethered the company directly to Oracle, given the company’s announced collaboration with the company in July 2025.”

With Thursday morning’s surge, Bloom Energy is up more than 400% over the last 12 months, in a rally driven by investor excitement about surging power demand related to AI data centers. While the company has been profitable — on an adjusted basis — over its last four quarters, it’s also highly valued, with a price-to-forward earnings multiple of more than 100x.

markets
Luke Kawa

Opendoor soars as management says Trump’s push to end institutional home-buying wouldn’t hurt the company

Opendoor Technologies is soaring on Thursday after executives argued that its swoon on Wednesday was an overreaction and misinterpretation by markets.

The online real estate company’s losses deepened yesterday after US President Donald Trump called on Congress to ban institutional investors from buying single-family homes.

Opendoor is a home-flipper rather than a longer-term holder that buys to rent (à la Invitation Homes or American Homes 4 Rent), and if anything, has been aiming to keep homes on its balance sheet for as short a time as possible under new CEO Kaz Nejatian.

Shares were down as much as 13% on Wednesday, but bounced off those lows around 2:15 p.m. ET after Nejatian took to X to endorse the proposal, and are continuing to pare some of those losses today.

Nejatian added, “We’re not institutional investors, our job is to help people buy homes. We don’t hold the homes!”

Chairman Keith Rabois, for his part, said this policy would only have a positive impact on the company, adding that it could increase conversion.

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