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Correlation Analysis

Nvidia Corp vs GlobalFoundries Inc. Ordinary Shares

NVDA vs GFS

-0.794

Strong inverse

When one moves up, the other tends to move down.

NVDA logo

Nvidia Corp

NVDA

Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence to run large language models. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.

Market cap 4.3T

GFS logo

GlobalFoundries Inc. Ordinary Shares

GFS

GlobalFoundries is a top-five contract semiconductor manufacturer globally. It was originally the manufacturing arm of Advanced Micro Devices before it was spun out in 2009. The foundry sells chips into a range of end markets including smartphones, PCs, Internet of Things, data centers, automotive, industrial, and so on, but primarily focuses on more mature process technologies. Until 2021, the firm was privately held by Mubadala Investment, the sovereign wealth fund of the United Arab Emirates, which remains its controlling shareholder today. GlobalFoundries merged with Chartered Semiconductor Manufacturing in 2009 and acquired IBM's chipmaking business in 2015. GF is headquartered in Malta, New York, and has about 13,000 staff.

Market cap 23.9B · 14,000 employees

Oct 28, 2021 — Apr 7, 2026Daily1,113 data pointsStockStockTechnology

Time Series

Relative Performance

Green: NVDAGray: GFS36 of 1,113 points (sampled)

Who Moves First

GFS leads NVDA by 6 days

GFS tends to move before NVDA.

After testing 13 timing shifts, the strongest relationship was -0.801 (they moved in opposite directions).

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

-0.480

14 periods · Return correlation when both series rose

Both Falling

+0.014

9 periods · Return correlation when both series fell

Diverging

-0.416

12 periods · Return correlation when series moved apart

R-Squared

63.1%

Share of variance in one series explained by the other.

Trend Agreement

67.9%

How often both series moved in the same direction period-to-period.

Overlap Quality

1,113

Deep shared window — 1,113 usable pairs.

Significance

p < 0.001

95% CI: [-0.815, -0.771]

Scatter

XY Regression

-0.9050100150200202.9304050607073.2Nvidia CorpGlobalFoundries Inc. Ordinary SharesData pointsFit (r = -0.794)

Pipeline

Data quality details

Pipeline Summary

1,113 paired data points survived the daily window.

Raw input

1,254

1,113

Normalized

1,254

1,113

Prepared

1,254

1,113

Aligned

1,113

1,113

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

141

A: 141 / B: 0

Series A

NVDA logo

Nvidia Corp

NVDA

Market cap 4.3T

Stock · 1,254 raw → 1,254 prepared

Series B

GFS logo

GlobalFoundries Inc. Ordinary Shares

GFS

Market cap 23.9B · 14,000 employees

Stock · 1,113 raw → 1,113 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

7

Estimated crossover points between normalized spreads.

Slope

-0.1319

Linear regression slope.

Intercept

61.3028

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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