On 2 March 2026, Nvidia announ-To The Moon - Tiger Brokers Online Investing Community - To The Moon

On 2 March 2026, Nvidia announced a $4 billion combined investment in Coherent and Lumentum. The investment was split right down the middle, with $2 billion going to each.

In early May 2026 (6 May), Nvidia made a $500 million strategic investment in Corning, structured as warrants. On top of that upfront $500 million, Nvidia also holds a warrant to buy up to 15 million shares at an exercise price of $180. If it eventually exercises everything, its total potential stake could reach around $3.2 billion. The partnership is a strategic supply-chain move. In exchange, Corning committed to expanding its U.S. optical fiber production capacity by more than 50% (and its broader optical-connectivity capacity tenfold), building three new U.S. plants to directly feed Nvidia’s AI ecosystem.

Nvidia is building its relationships in photonics as we speak, and that matters because Nvidia is seen as the leader in AI hardware. Adopting a particular technology stack has downstream effects, and Nvidia can indeed decide who wins or loses.

Chip Stocks Plunge Again: Can NVIDIA Handle the Volatility?

NVIDIA fell 2.37% today. 3x leveraged chip ETF collapsed 16.99%, Marvell dropped 9.78%, AMD fell 7.30%, and Intel slid 8.45%, fully erasing yesterday's melt-up. Capital is rotating out of crowded AI hardware into the Dow, which is pushing toward a new high near 52,000, making the 'sell tech, buy value' shift increasingly apparent. As the sector bellwether, NVDA held up relatively well at -2.4% versus double-digit peer losses — but the rollercoaster is far from over. In this kind of volatility, will you hold the leader or step aside?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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