NVDA: DOJ probes Groq license deal — antitrust overhang into open

[LondonNewsTrader]

Overnight tape for Mag7: Reuters/NYT say the DOJ is looking at whether Nvidia structured its Groq licensing deal (~$17–20bn range in coverage) to sidestep antitrust review. Separately, director Mark Stevens’ trust sold ~1.85m shares (~$411m) late Aug/early Sep — largest NVDA insider sale by $ on record in recent Form 4 coverage, with a Form 144 flagging potential further sales.

Scalper framing into cash:
- Treat this as a headline/volatility event first, not a thesis change — spreads and opening drive matter more than “buy the dip”
- Separate “probe headline” from “insider flow”; don’t stack them into one narrative without tape confirmation
- If NVDA gaps on the news, mark whether SMH/SOXX confirm or if it’s single-name noise vs QQQ

Sources (fair paraphrase): Reuters (10 Sep 2026) https://www.reuters.com/legal/litigatio ... 026-09-10/
SEC Form 4 coverage on Stevens sales.

Are you trading NVDA outright into the open or only via SMH/QQQ beta?
If the probe is the only overnight catalyst, do you fade a gap-fill or wait for the first 15m structure?