NVIDIA Eyes Reflection AI Deal

NVIDIA Corp is in preliminary discussions to acquire Reflection AI, a startup focused on open-weight models. Alternatively, NVIDIA is also considering increasing its existing investment in Reflection AI.

Beam Model Launches

Reflection AI has launched its first open-weight model, named Beam. The model is designed to provide competitive performance for enterprise clients and developers at a lower cost compared to many existing solutions.

NVIDIA Stock Movements and Valuations

Against this backdrop, NVIDIA insiders sold $967,606,680 worth of NVDA shares in the three months prior to October 10, 2026. NVIDIA’s trailing P/E ratio stands at 28.98x as of October 10, 2026.

Among major stakeholders, 33 gurus currently hold NVIDIA, with 12 adding to their positions and 20 trimming their holdings in recent quarters.


Nadella Warns on AI Safety

Microsoft CEO Satya Nadella said companies should treat powerful AI models as potential insider threats and create an ‘emergency brake’ system to prevent agentic models from going rogue. Nadella emphasised that those deploying advanced AI should not simply rely on assurances from AI model makers.


Source: GuruFocus