NVIDIA Corporation (NVDA) — What Changed

Material changes in the AI committee's view · 30 events tracked · Detected nightly

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2026-08-01 MATERIAL
▼ Agreement Shift

NVDA's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-08-01 MINOR
▲ Score Change

NVDA's Committee score moved from 59.36 to 62.07 (+2.71, 1 day(s) apart).

59.36 → 62.07 (+2.7)

2026-08-01 MATERIAL
— Conviction Change

NVDA's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-31 MATERIAL
▲ Agreement Shift

NVDA's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-31 MINOR
▼ Score Change

NVDA's Committee score moved from 59.93 to 59.36 (-0.57, 1 day(s) apart).

59.93 → 59.36 (-0.6)

2026-07-31 MATERIAL
— Conviction Change

NVDA's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MINOR
▼ Score Change

NVDA's Committee score moved from 60.83 to 59.93 (-0.90, 1 day(s) apart).

60.83 → 59.93 (-0.9)

2026-07-29 MINOR
▼ Score Change

NVDA's Committee score moved from 62.26 to 60.83 (-1.43, 1 day(s) apart).

62.26 → 60.83 (-1.4)

2026-07-27 MINOR
▼ Score Change

NVDA's Committee score moved from 63.69 to 62.26 (-1.43, 1 day(s) apart).

63.69 → 62.26 (-1.4)

2026-07-25 MINOR
▲ Score Change

NVDA's Committee score moved from 62.16 to 63.60 (+1.44, 1 day(s) apart).

62.16 → 63.60 (+1.4)

2026-07-23 MINOR
▼ Score Change

NVDA's Committee score moved from 62.57 to 62.16 (-0.41, 1 day(s) apart).

62.57 → 62.16 (-0.4)

2026-07-21 MINOR
▲ Agreement Shift

NVDA's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 1 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-21 MATERIAL
▼ Score Change

NVDA's Committee score moved from 68.52 to 62.57 (-5.95, 1 day(s) apart).

68.52 → 62.57 (-6.0)

2026-07-19 MAJOR
▲ Agreement Shift

NVDA's Committee agreement moved from 57.10% to 75.00% (+17.90pp, 1 day(s) apart).

57.10 → 75.00 (+17.9)

2026-07-19 MAJOR
▲ Score Change

NVDA's Committee score moved from 62.26 to 70.69 (+8.43, 1 day(s) apart).

62.26 → 70.69 (+8.4)

2026-07-19 MAJOR
— Conviction Change

NVDA's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-18 MINOR
▼ Score Change

NVDA's Committee score moved from 64.31 to 62.26 (-2.05, 1 day(s) apart).

64.31 → 62.26 (-2.0)

2026-07-17 MAJOR
▼ Agreement Shift

NVDA's Committee agreement moved from 75.00% to 57.10% (-17.90pp, 1 day(s) apart).

75.00 → 57.10 (-17.9)

2026-07-17 MATERIAL
▼ Score Change

NVDA's Committee score moved from 70.14 to 64.31 (-5.83, 1 day(s) apart).

70.14 → 64.31 (-5.8)

2026-07-17 MAJOR
— Conviction Change

NVDA's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-16 MAJOR
▲ Agreement Shift

NVDA's Committee agreement moved from 57.10% to 75.00% (+17.90pp, 1 day(s) apart).

57.10 → 75.00 (+17.9)

2026-07-16 MATERIAL
▲ Score Change

NVDA's Committee score moved from 64.00 to 70.14 (+6.14, 1 day(s) apart).

64.00 → 70.14 (+6.1)

2026-07-16 MAJOR
— Conviction Change

NVDA's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-15 MINOR
▲ Score Change

NVDA's Committee score moved from 63.38 to 64.00 (+0.62, 1 day(s) apart).

63.38 → 64.00 (+0.6)

2026-07-14 MINOR
▼ Score Change

NVDA's Committee score moved from 65.43 to 63.38 (-2.05, 1 day(s) apart).

65.43 → 63.38 (-2.0)

2026-07-13 MATERIAL
▼ Agreement Shift

NVDA's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-13 MINOR
▼ Score Change

NVDA's Committee score moved from 65.74 to 65.43 (-0.31, 1 day(s) apart).

65.74 → 65.43 (-0.3)

2026-07-13 MATERIAL
— Conviction Change

NVDA's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-10 MINOR
▲ Agreement Shift

NVDA's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 3 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-10 MINOR
▲ Score Change

NVDA's Committee score moved from 64.42 to 66.55 (+2.13, 3 day(s) apart).

64.42 → 66.55 (+2.1)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →