NVDA — NVIDIA Corporation

Last Updated: 2026-05-11 by Weston

Company Overview

• Sector: Semiconductors / AI Infrastructure
• Market Cap: ~$5.4T (flagship AI GPU provider)
• Key Business: Data center GPUs (H100/H200/B100/Blackwell), AI software ecosystem (CUDA), automotive, gaming

Current State

• Last: $219.46 | +2.8% 1h, +10.6% 1w, +16.1% 1m
• Extended names rule: +10.6% 1w triggers 30-60 min post-open wait (clearing). No >30% 1m violation.
• BTIG warned 5/9 of potential 25-30% correction after sharp run-up
• Wall Street rotation narrative: capital rotating into AMD/Intel/Micron/Corning from NVDA
• NVDA-IREN partnership for 5GW AI infrastructure deployment signed 5/9
• Volume: 1.03x normal 1m, 1.16x 5m — mild, not conviction-level

Investment Thesis

• Bull case: Dominant AI accelerator share, Blackwell ramp ongoing, CUDA moat, BioNeMo/healthcare, energy partnerships, sovereign AI demand
• Bear case: China export controls, valuation premium, competition from AMD/Intel custom silicon, rotation risk, BTIG correction call
• Our edge: Watching for post-extension pullback to $200-205 zone for re-entry. Not chasing at +10.6% 1w.

Recent Research

2026-05-11 - Weston (current scan)

• NVDA at $219.46, extended per discipline rules. Wait for exhaustion sell-off if >30% 1m (<16.1% currently so not triggered).
• Better expressions exist: PANW (cybersecurity/AI defense), GLW (Ayar Labs optical I/O)
• Research file stale since 3/24 — completely refreshed.

2026-03-24 - Weston (EOD Close)

• Close: $175.03. Sold off into close, failed at $183.66 high. China export control pressure.
• No trade triggered.

Trade History

• No trades.

Notes

• Key metrics: Blackwell GPU ramp cadence, hyperscaler capex guidance, China export policy
• Catalysts: next earnings, GTC updates, BioNeMo/healthcare revenue disclosure
• Red flags: export control escalation, AI capex slowdown, BTIG correction thesis

Recent News

Nvidia In Crosshairs As Senators Question China Export Controls

Senators raising concerns about China export control policy. Geopolitical tail risk on NVDA.

The Most-Covered Stock On Earth Is Unstoppable — NVIDIA's $68.13 Billion Quarter Is Just The Beginning

Big quarter reported; analyst bullishness intact despite recent price weakness.

Nvidia: The Market Is Wrong; It Has To Be

Bullish contrarian argument — suggests market undervaluing NVIDIA.

Nasdaq, S&P 500 Futures Rise Ahead Of PMI Data, Iran Tensions Cap Risk Appetite: Why NVDA, GME, AAOI, BCRX Are Keeping Traders Engaged Today

Broad market move; NVDA among names on trader watch amid geopolitical risk.

Nasdaq, S&P 500 futures rise ahead of PMI data, Iran tensions cap risk appetite: Why NVDA, GME, AAOI, BCRX Are Keeping Traders Engaged Today

Mixed market tone; risk-on partially offset by Iran tensions.

NVIDIA Corporation (NASDAQ:NVDA) Receives Average Rating of "Buy" from Analysts

Consensus: Buy. No change in analyst sentiment.

NVIDIA's Monday Rebound: What Energy Partnerships and BioNeMo Mean for NVDA Stock

BioNeMo (healthcare AI) and energy partnerships cited as new catalysts.

History Says Right Now Is the Turning Point for Nvidia's Stock

Technical/history argument for near-term inflection.

NVDA Stock Quote Price and Forecast

Price/forecast data; no directional signal.

NVIDIA (NASDAQ:NVDA) Shares Down 3.2% - Here's Why

Notable single-day decline; no specific fundamental catalyst identified in headline.

Nvidia's $1 Trillion Forecast Is The Peak

Bear case: current expectations represent peak, not floor.

Stock Market Tumbles On Oil Prices, Surging Yields; Nvidia, Micron Upbeat: Weekly Review

Broad market pressure; NVDA outperforming within tech.
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Major Triggers Ahead Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: The chart shows SOXL was rising on a very steep trendline. The chart shows SOXL gapped up on Intel Corp (NASDAQ:INTC) earnings and has continued to rise. ...
Joby Aviation, Celestica, Snap, Rambus, And Nvidia: Why These 5 Stocks Are On Investors' Radars Today
U.S. stocks finished Monday on a mixed note, with the Dow Jones Industrial Average slipping 0.1% to 49,167.79, while the S&P 500 edged up 0.12% to 7,173.91 and the Nasdaq climbed 0.2% to 24,887.10. These are the top stocks that gained the attention of retail traders and investors through the ...
Sam Altman's Problems Mount: Why Elon Musk And Google Relish OpenAI Latest Developments
OpenAI was hoping its new GPT-5.5 model, released last week to strong benchmark scores, would shift the narrative. The problems are mounting up faster than the company can answer them. The ChatGPT maker missed its internal target of one billion weekly active users by year-end. It also missed its ...
Semi Mania Backtracks On OpenAI Missing Targets; Oil Rises Awaiting Trump; UAE Quits OPEC
Pressure From Oil Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: The chart shows the semiconductor mania is backtracking. The chart shows our signal to take partial profits on VanEck Semiconductor ETF (NASDAQ:SMH) yesterday in ...
Stock Market Today: S&P 500 Drops Amid Tech Sell-Off, Oil Climbs To $100 On Hormuz Drama
U.S. stocks slipped into negative territory Tuesday, as a sharp pullback in megacap tech on renewed AI spending concerns offset strength in energy shares fueled by a surge in crude prices. Oil rallied despite limited geopolitical reaction after President Donald Trump said Iran is a "state of coll...
Will S&P 500 Open Up Or Down On April 29?
The S&P 500 fell 0.49% on Tuesday to close at 7,138.80, pulling back from record highs as investors took profits ahead of a pivotal day for megacap earnings and the Federal Reserve’s rate decision. The Polygon-based (CRYPTO: POL) Polymarket crowd is leaning bullish heading into Wednesday, wit...
Why Is Super Micro Computer Stock Falling On Wednesday?
Super Micro Computer Inc. (NASDAQ:SMCI) shares are falling on Wednesday afternoon. The Nasdaq is up 0.17% while the S&P 500 has shed 0.28%. • Super Micro Computer shares are retreating from recent levels. What’s behind SMCI decline? Oracle Cancels Massive Server Order According to Bluefi...
Seagate Assuages OpenAI Fears; Non-AI Semi Demand Rising; 5 Earnings Ahead Will Determine Market's Fate
Mag7 Earnings Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: The chart shows an island reversal in semiconductors.  In traditional technical analysis, this is a negative pattern and often indicates a top.  Prudent inv...
Microsoft Doubles Down On Agentic AI, Custom Chips And Data Center Surge As Q3 Results Shine
Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella said the software giant is entering a "consequential platform shift" driven by AI agents, as its artificial intelligence business surpassed $37 billion in annual recurring revenue and cloud growth remained robust in a record third quarter. Microsoft...
'Prices Of Nvidia's B300 Server At $1 Million In China On US Curbs, Sources Say' - Reuters Exclusive

Samsung Posts Record Profit As AI Memory Boom Drives Chip Surge
On Thursday, Samsung Electronics Co. (OTC:SSNLF) delivered its strongest quarterly performance ever as booming demand for artificial intelligence-driven memory and tight global chip supply pushed profits well beyond analyst expectations. AI Memory Boom Powers Samsung's Historic Earnings Growth Th...
Alphabet Soars, Meta Sinks As Big Tech Splits — ETFs Let You Pick The Right Side
The latest earnings from Microsoft Corp (NASDAQ:MSFT), Meta Platforms Inc (NASDAQ:META), Amazon.com Inc (NASDAQ:AMZN), and Alphabet, Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) didn't just move stocks, they challenged the once-unified "Magnificent Seven" trade. For ETF investors, that split is becoming an o...
Stock Market Today: Dow Jones Roars As Industrials Rescue Wall Street From Meta-Led Tech Slide
A violent rotation tore through Wall Street at midday Thursday as blue-chip industrials and healthcare drove the Dow above 49,500 points, masking a selloff in mega-cap tech after Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp. (NASDAQ:MSFT) rattled investors with the scale of their AI capit...
Bulldozer Maker Caterpillar Delivers Twice Nvidia's Returns — What's Behind The Move?
When the Dow Jones Industrial Average’s best-performing stock loaded onto the screen Thursday, the first instinct was to check for a data error. Caterpillar Inc. (NYSE:CAT) had returned 185% over the trailing twelve months. The second-best Dow performer, Nvidia Corp. (NASDAQ:N...
Elon Musk's SpaceX Could Be Fast-Tracked Into S&P 500 After IPO Under Proposed Rule Changes
The S&P 500, managed by S&P Global Dow Jones Indices, on Thursday, announced it was beginning consultation on rule changes that could potentially help Elon Musk-led SpaceX gain an expedited entry into the index. S&P 500 Rule Changes The rule changes include letting IPOs enter the inde...
Pentagon Keeps Anthropic Claude Ban, Separates Mythos Amid 'National Security' Concerns
On Friday, the Pentagon’s tech chief said Anthropic‘s Claude models remain a supply chain risk, and other departments might phase out their usage over the months. Emil Michael, on CNBC's "Squawk Box" on Friday, highlighted that Mythos, the AI model, with its advanced cyber capabilities, could pot...
AMD Delivers 5x Stock Returns, Steamrolls Nvidia
Nvidia Corp. (NASDAQ:NVDA) had a strong April, but Advanced Micro Devices Inc. (NASDAQ:AMD) had the kind of April that changed the conversation. NVDA stock is moving. See the chart and price action here.  NVDA Rallied, AMD Went Vertical AMD surged 74.3% in April, steam rolling Nvidia's still...
Blowout Earnings From SanDisk And Western Digital But Stock Reaction Is A Tell; 'Most Popular Ever' iPhone
Important Tell For Stock Market Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: SOXL continues to be a tell for the entire stock market because semiconductors are the leading sector and super aggressive investors are focused on ...
Nvidia Rival Cerebras Reloads IPO Bid With $3.5 Billion Goal
Cerebras Systems Inc. is accelerating its push into the public markets to raise capital and strengthen its position in the rapidly expanding AI chip sector. Cerebras IPO Plans And Strong Investor Demand Cerebras Systems plans to raise up to $3.5 billion through an initial public offering, offerin...
Consumer Tech News (Apr 27-May 1): Tech Buzz Builds As Earnings Season Drives Market Moves
April didn't just rally — it rewrote the playbook for Wall Street momentum with the biggest tech earnings on a spree. AI euphoria, blockbuster earnings, and relentless dip buying turned skeptics into believers. But beneath the surge, soaring capex and execution risks are starting to test the narr...
Benzinga Bulls And Bears: Apple, Intel, Tesla — And Markets Extend April Rally
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories. U.S. stocks extended their powerful April rally as cooling inflation concerns, resilient earnings and renewed enthusiasm around artificial intelligence pushed major i...
Meta Buys Robotics Startup Assured Robot Intelligence To Power Humanoid Push As $5 Trillion Market Race Heats Up
Meta Platforms (NASDAQ:META) acquired Assured Robot Intelligence, a humanoid robotics startup, for an undisclosed sum on Friday, adding the team to its Superintelligence Labs research division as it advances its humanoid robotics ambitions. The deal positions Meta directly in a rapidly commercial...
S&P 500 Delivers Biggest Earnings Beat Since 2021: 3 Magnificent 7 Stocks Did The Heavy Lifting
Wall Street braced for a first-quarter slowdown. Instead, the S&P 500 delivered its strongest profit print in five years. Yet, three stocks did almost all the lifting. With 63% of the index reported, blended first-quarter earnings growth for the S&P 500 is tracking at 27.1% year-over-year...
Stock Market Today: Oil Jumps 5%, S&P 500 Drops As Iran Strikes UAE Port
U.S. stocks fell Monday after an Iranian drone strike on a UAE oil facility sent Brent crude above $114 a barrel, increasing expectations of a Federal Reserve rate hike by March 2027. On Sunday night, President Donald Trump announced that the U.S. would “guide” stranded ships safely out of the St...
Palantir Earnings Loom; GameStop's eBay Ambitions; China's Defiance Of US Sanctions
Tempered Rally Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows the rally attempted in the early trade today was tempered. The chart shows the volume continues ...
Why Is Firefly Aerospace Stock Surging Tuesday?
Firefly Aerospace Inc. (NASDAQ:FLY) reported first-quarter earnings beat after market close on Monday. Earnings Snapshot Revenue of $80.88 million beat the consensus estimate of $77.07 million, according to Benzinga Pro. Revenue benefited from its Blue Ghost lunar lander and Electra spa...
Fabrinet Posts Record Q3, But Don't Thank Nvidia: Analyst
Shares of Fabrinet (NYSE:FN) tanked in early trading on Tuesday, even after the company reported upbeat fiscal third-quarter results. Here are the key analyst insights: Rosenblatt Securities analyst Mike Genovese maintained a Buy rating, while raising the price target from $715 to $750. Needham a...
Advanced Micro Devices Data Center Business Just Went Beast Mode
Advanced Micro Devices Inc. (NASDAQ:AMD) drew bullish reactions from CNBC commentators and Wall Street analysts after the chipmaker posted strong first-quarter results fueled by accelerating AI and server demand. CNBC Highlights AI Demand, Data Center Growth CNBC's Kristina Partsinevelos reported...
Why Is Super Micro Stock Soaring Wednesday?
Super Micro Computer Inc. (NASDAQ:SMCI) reported mixed third-quarter results after Tuesday's closing bell. Earnings Snapshot Super Micro Computer reported quarterly earnings of 84 cents per share, which beat the consensus estimate of 62 cents by 35.48%, according to ...
Why Is Corning Stock Gaining Today?
Corning Incorporated (NASDAQ:GLW) shares are up on Wednesday, as the company announced a significant expansion of its U.S. manufacturing capabilities. This move comes in response to the growing demand for optical connectivity solutions driven by the AI infrastructure boom, as detailed in a recent...
Nvidia Just Made A 175-Year-Old Glass Stock Look Like An AI Rocket
Corning Incorporated (NYSE:GLW) stock surged nearly 19% Tuesday after Nvidia Corp (NASDAQ:NVDA) announced a sweeping long-term partnership with the 175-year-old glass and fiber optics company to expand America's AI infrastructure supply chain. The rally pushed Corning's year-to-date gains past 80...
What's Going On With NVIDIA Stock Wednesday?
NVIDIA Corp. (NASDAQ:NVDA) shares climbed 5% on Wednesday as investors continued rotating into AI and semiconductor stocks amid growing optimism around data center demand and broader market strength. AMD Data Center Growth Boosts AI Sentiment Investor sentiment across the AI hardware sector impro...
Is Semi Mania Leading To A 2000-Style Crash? US-Iran Proposal Lifts Market, Pressures Oil
Semiconductor Mania Grows Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: The chart shows a 312% gain as of this writing in the premarket in leveraged semiconductor ETF SOXL since the March 30 low. The gap up shown this morning ...
S&P 500, Nasdaq 100 Smash Records As AMD Jumps 16% On AI Hype: Stock Market Today
U.S. equities pushed to fresh record highs by midday Wednesday, with the S&P 500 and Nasdaq 100 each clearing new all-time peaks as a wave of blowout AI earnings collided with a sharp slide in oil prices on hopes that Washington and Tehran are closing in on a deal to end the war. President Do...
Why Uber May Stay On Top For The Next Several Years
Uber Technologies, Inc. (NYSE:UBER) strengthened its growth outlook after delivering better-than-expected first-quarter 2026 results, prompting BNP Paribas analyst Nick Jones to maintain an Outperform rating and a $108 price forecast on the stock. Uber Beats Expectations Across Key Metrics Jones ...
Uber CEO Dara Khosrowshahi Sees 'Trillion-Dollar' Self-Driving Opportunity, Says Waymo Hasn't Impacted Business
Uber Technologies Inc. (NYSE:UBER) CEO Dara Khosrowshahi sees massive potential in the self-driving sector in the near future as the ride-hailing giant posts strong first-quarter 2026 earnings. Uber’s Business Hasn’t Been Affected By Waymo Khosrowshahi, on Wednesday, said that Uber believed the A...
Ron DeSantis Praises Elon Musk's 'Pro-Human' AI Vision After SpaceX-Anthropic Partnership
Governor Ron DeSantis (R-FL) has hailed the SpaceX and Anthropic partnership, praising the Elon Musk-led company’s approach to artificial intelligence. Pro-Human For The Win “Pro-human for the win,” DeSantis said in a post on the social media platform X. He also shared that it was “appalling” to ...
Arm's AI Party Hits A Supply Wall, Stock Falls
Arm Holdings plc (NASDAQ:ARM) shares fell on Thursday after giving up early gains as the company flagged supply constraints for its new AI chips and warned about potential weakness in the smartphone market, even after topping fiscal fourth-quarter earnings expectations. Arm said demand for its AI...
Nasdaq 100 Climbs Records, Oil Extends Drop As Iran Weighs Hormuz Deal: Stock Market Today
U.S. tech stocks clung to record highs by midday Thursday as crude oil tumbled nearly 3% on hopes that Iran will accept a 14-point U.S. memorandum to reopen the Strait of Hormuz. WTI crude fell 3.3% to roughly $91.93 a barrel, while Brent crude slid 3.0% to $98.26, on pace to close at the lowest ...
Copper Is Dead, Glass Is King: Inside Nvidia's $500M Bet On Fiber Optics
Jensen Huang has been warning for months that copper has hit a wall inside AI factories, and on Wednesday his Nvidia Corp. (NASDAQ:NVDA) put $500 million behind the fix with a deal to back glass maker Corning Inc. (NYSE:GLW). Corning shares jumped roughly 12% on the news. The package may grow to ...
NVIDIA And IREN Partner To Deploy Up To 5GW of AI Infrastructure; NVIDIA Receives Option To Invest Up To $2.1B In IREN

What's Going On With IREN Stock On Friday?
IREN Limited (NASDAQ:IREN) is up during Friday's premarket session, trading higher by 8.48% as the company recently announced a significant partnership with Nvidia Corporation (NASDAQ:NVDA). This collaboration allows Nvidia to purchase up to 30 million ordinary shares at $70 each, potentially val...
NVIDIA Supplier Taiwan Semiconductor Posts Strong April Sales
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) continued to ride the AI semiconductor boom in 2026. However, its latest monthly results signaled moderating growth momentum even as the company expanded partnerships and raised spending plans. Taiwan Semiconductor AI Demand Continues To Powe...
CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Infrastructure
Nvidia Corp.'s (NASDAQ:NVDA) latest partnership with IREN Ltd. (NASDAQ:IREN) underscores the chip giant's aggressive strategy to scale AI infrastructure globally as demand surges and competitive pressure from Advanced Micro Devices, Inc. (NASDAQ:AMD) intensifies. Nvidia Expands AI Infrastructure ...
Jim Cramer Says Nvidia Is 'Tough To Beat' On Corning Deal, Points Out Google, Amazon Still Have An 'Opponent With Multiple Legs Up'
Nvidia Corp. (NASDAQ:NVDA) has deepened its grip on the AI infrastructure race with a $500 million investment in Corning Inc. (NYSE:GLW), a move that addresses critical networking bottlenecks even as Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google intensify ...
IREN Stock Spikes On Nvidia Deal, Q3 Results: What To Know
IREN Ltd. (NASDAQ:IREN) stock soared after the company announced a partnership with NVIDIA Corp. (NASDAQ:NVDA) and reported third-quarter results after Thursday’s closing bell.   Here's a look at the details. IREN stock is moving. Watch the price action here. Nvidia Partnership Details The c...
Why Is CoreWeave Stock Falling Friday?
CoreWeave Inc. (NASDAQ:CRWV) shares traded lower in premarket activity Friday after the artificial intelligence cloud infrastructure company reported a wider-than-expected first-quarter adjusted loss and issued second-quarter revenue guidance that came in below Wall Street estimates. Revenue Grow...
Double Mania Drives Market; Bombing a Love Tap? Strong Jobs Report Raises Specter Of Rate Hike
Strong Jobs Report Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows that as of this writing the stock market is going higher after the jobs report. RSI on the c...
Nvidia, CVS Health, Vertiv And An Energy Stock On CNBC's 'Final Trades'
On CNBC's “Halftime Report Final Trades,” Rob Sechan, CEO of NewEdge Wealth, named NVIDIA Corporation (NASDAQ:NVDA) as his final trade. According to recent news, Nvidia named Suzanne Nora Johnson to its board of directors on Friday. Jason Snipe, founder and chief investment officer of Odyssey Cap...
What's Going On With IREN Stock Monday?
IREN Ltd. (NASDAQ:IREN) shares face selling pressure this Monday. The move follows a volatile period where a massive partnership-driven rally met the reality of a disappointing earnings report. While the stock surged 7.65% on Friday, the momentum stalled as traders digested a significant top-line...
Daniel Newman Says Nvidia's AI Spending Isn't 'Circular Financing'—It's 'Prudent Investing'
Daniel Newman, CEO of The Futurum Group, praised Nvidia Corp. (NASDAQ:NVDA) for its strategic investment approach, despite concerns about an AI bubble. Newman took to X on Sunday to laud the tech giant for using its free cash flow to invest in the ecosystem that will enable it to g...
Gwyneth Paltrow, Elon Musk And The 'Brilliant' SpaceX-Anthropic Move? Cathie Wood's Social Media Slip Sure Was A Head Scratcher
Over the weekend, Cathie Wood's attempt to praise Elon Musk's latest AI infrastructure move briefly turned into a viral celebrity mix-up when the ARK Invest founder accidentally tagged actress Gwyneth Paltrow instead of SpaceX President Gwynne Shotwell. Cathie Wood's Gwyneth Paltrow-SpaceX Mix-Up...
Consumer Tech News (May 4- 8): Big Tech Gain On AI Momentum, Pentagon Awards $500M AI Contract & More
The Pentagon’s Chief Digital and Artificial Intelligence Office (CDAO) has awarded a major $500 million contract to Scale AI, a startup in which Meta Platforms (NASDAQ:META) holds a minority stake, to support data analysis and AI-driven decision-making. The award marks a ...
Even Uber CEO Dara Khosrowshahi Can't Crack 4.9 Rider Rating — Here's What He's Doing To Fix It
Uber Technologies Inc. (NYSE:UBER) CEO Dara Khosrowshahi disclosed on Friday that his own passenger score on the Uber app sits at 4.83, below the company's cited rider average of 4.89, and said he's trying to push it higher. Khosrowshahi's Personal Target In the interview on Molly O’Shea’s Source...
Nvidia's AI Investment Bets Top $40 Billion In 2026, Led By OpenAI Stake
Nvidia Corp. (NASDAQ:NVDA) reportedly committed more than $40 billion to AI equity investments in early 2026, anchored by a $30 billion bet on OpenAI. Chipmaker Doubles Down on Ecosystem Bets Beyond OpenAI, NVDA announced seven multi-billion-dollar deals in publicly traded companies, including up...
Benzinga Bulls And Bears: Rocket Lab, Palantir, Beyond Meat — And Nasdaq And S&P 500 Continue Climbs
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories. U.S. stocks finished the week with mixed results as a powerful technology rally pushed major indexes toward fresh record highs even as consumer sentiment deteriorated...
AMD Stock Hits 52-Week High - Here's Why
Advanced Micro Devices Inc. (NASDAQ:AMD) continued to attract growing Wall Street attention as analysts and investors increasingly viewed the company as a major beneficiary of the expanding AI infrastructure buildout beyond NVIDIA Corp. (NASDAQ:NVDA). Analysts See AI Infrastructure Rotation Expan...
Nvidia, AMD, Broadcom And Now Cerebras: AI Chip Trade Gets A New Name
The AI chip trade is getting a new public-market name this week.  Cerebras Systems is expected to price its IPO on Wednesday, with shares potentially beginning to trade on Nasdaq under the ticker CBRS as early as Thursday, subject to final pricing and the registration statement becoming effe...
Micron Benefits From Samsung Trouble; Buying Mania Hampered by Rising Oil
Semi Mania Please click here for an enlarged chart of Micron Technology Inc (NASDAQ:MU). Note the following: This article is about the big picture, not an individual stock.  The chart of MU stock is being used to illustrate the point.  Micron is the leader of the semi mania.  Micro...
IREN's Nvidia-Deal-Driven Momentum Slows—Here's Why Shares Are Under Pressure
IREN (NASDAQ:IREN) has been one of the most hyped AI infrastructure stocks on the market. However, despite the strong performance, the stock fell sharply on Monday morning. This overnight change seemed strange at first look. Because, not too long ago, IREN inked a significant five-year cloud serv...
Elon Musk Joins Trump's China Trip — Nvidia CEO Jensen Huang Not Invited
SpaceX and Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk will join President Donald Trump on his trip to China this week, while NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang was not invited, according to a Reuters report citing a White House official. TSLA stock is moving. See the chart and price action h...
Will S&P 500 Open Up Or Down On May 12?
The S&P 500 closed at another record high on Monday, but Polymarket traders are positioning for a weaker start on Tuesday as investors await a key inflation reading and monitor renewed tensions between the U.S. and Iran. The benchmark index rose 0.19% to finish at 7,412.84, marking another al...
SanDisk, Micron Stocks Plummet As Korea Shockwave Batters The Great Memory Boom
A sharp selloff hit U.S. semiconductor stocks and high-flying memory names on Tuesday, with shares of SanDisk Corp. (NASDAQ:SNDK) and Micron Technology Inc. (NASDAQ:MU) plunging double digits. The slump came after a top South Korean official floated a proposal to redistribute ...
Hot Inflation Data; Treasury Auction Test Ahead; Trump's Iran Comment Draws Attention
Treasury Auction Ahead Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows a shallow pullback in the early trade today. RSI on the chart shows the stock market is ...
Nvidia CEO Jensen Huang Joins Trump's China Delegation
NVIDIA Corp. (NASDAQ:NVDA) took center stage during President Donald Trump's China trip after CEO Jensen Huang joined the U.S. delegation, spotlighting the company's pivotal role in the intensifying geopolitical battle over AI chips and semiconductor leadership. Trump Adds Jensen Huang To China D...
Stock Market Today: Dow Jones Futures Fall, S&P 500 Gains As Trump Takes Big Tech Leaders To China—Nvidia, Nextpower, Red Cat In Focus
U.S. stock futures were mixed on Wednesday after Monday’s mostly lower close. Dow Jones futures fell, whereas S&P 500 and Nasdaq 100 indices were rising. This follows President Donald Trump‘s visit to China along with Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang, Tesla Inc.‘s (NASDAQ:TSLA) Elo...
Trump Personally Calls Nvidia CEO Jensen Huang To Join China Trip At Last Minute Amid Backlash Over AI Chip Sales To Beijing: Report
On Tuesday, President Donald Trump reportedly made a personal 11th-hour appeal to Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang to join his China delegation after earlier concerns that the chipmaker's presence could intensify political scrutiny over U.S. semiconductor exports to Beijing. Trump Rever...
NVIDIA-Backed Nebius Stuns Wall Street With Monster AI Growth
Nebius Group (NYSE:NBIS) reported first-quarter 2026 results on Wednesday that highlighted explosive growth in its AI cloud business, surging customer demand and an aggressive expansion of its global data center footprint, as the company raised its contracted power guidance to more than 4 gigawat...
Nvidia's $5.4 Trillion Moment Hides A Much Bigger Story About China
Nvidia Inc. (NASDAQ:NVDA) hit an all-time high on May 13, 2026, pushing its market cap to $5.4 trillion. Yet the record obscures a more important question for investors: why has the world's most valuable chip company been underperforming its own sector for months? Ultimately, the answer, and the ...
Whys Is Micron Tech Stock Trending On Trump's China Visit?
Micron Technology, Inc (NASDAQ:MU) gained in tandem with its semiconductor peers during Wednesday's premarket session as the tape leans risk-on with Nasdaq tracking higher and traders digesting fresh U.S.-China AI-chip headlines that can swing sentiment across the semiconductor supply chain, incl...
Intel Stock Surges As Jensen Huang Joins Trump's China Trip To Push For Market Access
Intel Corp (NASDAQ:INTC) shares are trading higher by 2.5% in tandem with its semiconductor peers during Wednesday’s premarket session as traders lean into a firmer tech tone and U.S.-China chip headlines keep semiconductors in focus. The move is also consistent with a market backdrop where Nasda...
Nebius Reinforces 'Second Wave' Of The AI ETF Trade As Investors Look Beyond Nvidia Chips
The artificial intelligence (AI) ETF trade is increasingly broadening beyond semiconductor giants and hyperscalers. Investors are now broadening their focus beyond traditional AI semiconductor plays like Nvidia Corp (NASDAQ:NVDA) to companies that directly monetize surging AI deman...
What's Going On With Arm Stock Wednesday?
Arm Holdings plc (NASDAQ:ARM) is trading higher by 5.05% on Wednesday as chip stocks catch a bid, with Technology (XLK) up 0.33%, and investors digest fresh U.S.-China headlines that keep the AI and semiconductor supply chain in focus, including those around export controls and market access. Arm...
Hot PPI; Semis Gain On Jensen Huang's China Visit
Hot Producer Price Index Due to hot Producer Price Index (PPI) on the heels of hot Consumer Price Index (CPI), cash and hedges are being increased in our protection band. Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: The chart...
Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings
Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, w...
Stock Market Today: Nasdaq 100 Rises Despite Hot PPI, Nvidia Hits Record High
Tech stocks ripped higher on Wednesday despite a sharply hotter-than-expected April Producer Price Index reading that rekindled inflation anxieties and rate-hike fears, as strength in semiconductors fueled investor sentiment. Nvidia Corp. (NASDAQ:NVDA) rallied for the sixth straight ses...
Why Is Ouster Stock Surging On Wednesday?
Ouster Inc. (NASDAQ:OUST) shares are surging on Wednesday. This rally follows a partnership announcement on Tuesday involving NVIDIA Corp (NASDAQ:NVDA). Nasdaq is up 1.09% and the S&P 500 has gained 0.61%. • Ouster stock is showing exceptional strength. Why is OUST stock up today? Nvidia Inte...
As Jensen Huang Joins Trump's China Summit, Bombshell Report Claims Nvidia's China Revenue Never Went To Zero
Jensen Huang boarded Air Force One during a refueling stop in Anchorage on Tuesday, joining President Donald Trump’s Beijing summit at the last minute, just as short seller Culper Research published a 40-page report alleging that Nvidia Corp. (NASDAQ:NVDA) never really left China. NVDA topped a $...
'Tip Of The Iceberg': Culper Research Targets Nvidia's Alleged China Problem
Nvidia Corp (NASDAQ:NVDA) is the subject of a short report released Wednesday by Culper Research, which alleges the semiconductor giant faces a significant and undisclosed “China problem.” • NVIDIA stock is approaching key resistance levels. Why is NVDA stock breaking out? The report claims that ...
Stock Market Today: S&P 500, Dow, Nasdaq Futures Gain As Trump Clears NVDA's H200 Sales To China— Cisco Systems, Doximity In Focus (UPDATED)
(Editor’s note: The future prices of benchmark tracking ETFs, the headline, the lede and the economic were updated in the story.) U.S. stock futures rose on Thursday following Wednesday’s mixed close. This comes as President Donald Trump is in China addressing key issues such as trade, tariffs, T...
Cisco's Comeback Highlights A New Wave Of AI Winners — And ETFs Are Responding Fast
Shares of Cisco Systems Inc (NASDAQ:CSCO) surged more than 15% in pre-market trading on Thursday after the company raised its artificial intelligence (AI) infrastructure outlook and delivered quarterly results that topped Wall Street expectations, reinforcing a growing ETF narrative that AI winne...
What's Going On With NVIDIA Stock Thursday?
NVIDIA Corporation (NASDAQ:NVDA) shares climbed in Thursday's premarket session as investors weighed the geopolitical implications of CEO Jensen Huang joining President Donald Trump's China delegation, putting renewed attention on the chipmaker's exposure to the Chinese AI market. Huang Joins Tru...
Trump Clears Nvidia H200 Sales To Alibaba, Tencent And 8 Others, But Beijing Halts Deliveries
The U.S. government has authorized the sale of Nvidia Corp.'s (NASDAQ:NVDA) powerful H200 AI chips to 10 Chinese tech giants, including Alibaba Group Holding Ltd. ADR (NYSE:BABA) and Tencent Holdings ADR (OTC:TCEHY), but Beijing's intervention has brought deliveries to a complete standstill. Deal...
Will S&P 500 Open Up Or Down On May 14?
The S&P 500 climbed to another record high on Wednesday as investors piled back into semiconductor and artificial intelligence-linked stocks, brushing aside another hotter-than-expected inflation reading. The benchmark index rose 0.58% to close at 7,444.25, while the May 14 Polymarket contrac...
'US Clears H200 Chip Sales To 10 China Firms As Nvidia CEO Looks For Breakthrough' - Reuters Exclusive

Trump Set To Meet Xi Jinping After President Arrives In Beijing: Dow Futures Gain 120 Points, Asian Markets Spike
President Donald Trump is set to meet Chinese President Xi Jinping in Beijing on Thursday after spending the night in the Chinese capital, as global markets edged higher on cautious optimism ahead of high-stakes U.S.-China talks. Markets Rise Ahead Of US–China Talks Late Wednesday, Dow futures ro...
The AI Power Infrastructure Trade Has Never Been Stronger, But One Space Race Could Change That
The AI power infrastructure trade is no longer a side bet. Two deals from the first week of May 2026 confirm that the $725 billion AI buildout runs on land, grid access, and energy storage. Both Hut 8 Corp. (NASDAQ:HUT) and Fluence Energy, Inc. (NASDAQ:FLNC) just locked in structural positions in...
S&P 500 Hits Record 7,500, Dow Crosses 50,000 As Cisco, Nvidia Power AI Rally: Stock Market Today
U.S. equities pushed to fresh all-time highs Thursday as a 14% surge in Cisco Systems Inc. (NASDAQ:CSCO) and renewed AI infrastructure buying powered a broad-based tech rally, lifting the S&P 500 and Nasdaq 100 to new records and pushing the Dow Jones Industrial Average briefly...
Cisco Adds to AI Fever; Optimism About Trump's China Visit; 30-Year Bond Over 5%
AI Fever Fuel Please click here for an enlarged chart of Cisco Systems Inc (NASDAQ:CSCO). Note the following: This article is about the big picture, not an individual stock.  The chart of CSCO stock is being used to illustrate the point. The chart shows the jump up in CSCO stock after earnin...
Why Is SMCI Stock Surging On Thursday?
Super Micro Computer Inc (NASDAQ:SMCI) shares are surging on Thursday. The Nasdaq is up 0.87% while the S&P 500 has gained 0.78%. Retail traders are tracking a significant decrease in short interest. Data shows short interest fell from 86.79 million to 80.58 million shares recently. Currently...
Chip Stocks Fall As Inflation Fears Trigger Profit-Taking
Semiconductor stocks, including NVIDIA Corporation (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices, Inc. (NASDAQ:AMD), Intel Corporation (NASDAQ:INTC), Marvell Technology, Inc. (NASDAQ:MRVL), Super Micro Computer, Inc. (NASDAQ:SMCI), Micron Technology, Inc. (NASDAQ:MU) and Taiw...
Stock Market Today: Dow Jones, S&P 500 Futures Drop As Trump Concludes China Visit—Figma, Dlocal, Winnebago Industries In Focus
U.S. stock futures fell on Friday following Thursday’s record moves. This comes as investors weigh the outcomes of President Donald Trump‘s visit to China. President Trump concluded a business-focused visit to Beijing on Friday, securing deals for major U.S. companies like Boeing Co. (NYSE:BA) an...
Chuck Schumer Says Trump's Plan To Sell AI Chips To Military-Linked Chinese Firms Is 'Dangerous' As Trump Clears H200 Sales To Alibaba, Tencent
On Thursday, Senate Minority Leader Chuck Schumer (D-N.Y.) criticized President Donald Trump's approval of Nvidia Corp's (NASDAQ:NVDA) H200 AI chip sales to major Chinese firms. Trump's Nvidia China Chip Strategy Faces Fierce Political Backlash In a post on X, Schumer accused Trump of advancing a...
Why Is AMD Stock Falling Friday?
Advanced Micro Devices Inc. (NASDAQ:AMD) is trading lower by 3.18% on Friday as chip stocks cool off on fading expectations around U.S.-China AI semiconductor discussions, keeping traders focused on export-control headlines and what they mean for demand visibility across the group. Global Chip St...
Nasdaq 100 Drops, Intel Crashes 7% On Rate-Hike Panic: Stock Market Today
U.S. equities pulled back from record highs Friday as higher oil prices and a bond-market rout reignited fears of interest-rate hikes, sending Treasury yields sharply higher and igniting a broad-based de-risking that hit AI hyperscalers and small caps the hardest. No concrete agreements emerged f...
NVIDIA Corporation Increases Stake In CoreWeave To 47,213,353 Shares, Maintains Holdings In Intel Corporation (214,776,632 Shares), Nebius Group N.V. (1,190,476 Shares), Nokia Corporation (166,389,351 Shares), Synopsys (4,821,717 Shares), Takes New Stakes In Coherent Corp. (7,788,161 Shares) Generate Biomedicines (833,325 Shares).

What's Going On With Marvell Stock Monday?
Marvell Technology, Inc. (NASDAQ:MRVL) is trading higher by 1.59% during Monday’s premarket session as chip names catch a slightly firmer overnight tone in tech-leaning futures and traders continue to reward AI/data-center infrastructure winners after a powerful multi-month run. Nasdaq futures ar...
Stock Market Today: Dow, S&P 500, Nasdaq Futures Drop After UAE Nuclear Plant Strike— Regeneron Pharma, NextNRG, ServiceNow In Focus (UPDATED)
Editor’s note: The future prices of benchmark tracking ETFs, and the headline were updated in the story. U.S. stock futures fell on Monday following Friday’s sharp declines. This comes as a drone strike triggered a fire near the UAE’s Barakah nuclear power plant. UAE officials confirmed no radiat...
Publicis Makes AI Data Play With LiveRamp Acquisition
LiveRamp Holdings, Inc. (NYSE:RAMP) shares surged in Monday premarket trading after the company announced a $2.5 billion all-cash acquisition agreement with Publicis Groupe SA (OTC:PUBGY) alongside stronger fourth-quarter fiscal 2026 results. Publicis To Acquire LiveRamp In $2.5 Billion Deal Publ...
Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026
Shares of Bloom Energy Corp. (NYSE:BE) have massively outperformed the traditional mega-caps, making it this analyst’s top pick, as grid constraints turn power generation into the AI economy’s most critical bottleneck. Solving AI’s Greatest Bottleneck While the market has fixated on AI chipmakers...
Consumer Tech News (May 11-15): Trump–Xi Talk Fails to Deliver Chip Deal, Elon Musk vs. OpenAI Trail & More
Global semiconductor stocks retreated after President Donald Trump and Chinese President Xi Jinping wrapped up their summit without announcing major chip agreements or a clear breakthrough on NVIDIA Corp’s (NASDAQ:NVDA) China business, dampening investor expectations acro...
Nebius Group, Cisco Systems, Micron Technology And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks this week (May 11 to May 15) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate/geopolitical news flow. Cisco Systems Inc. (NASDAQ:CSCO), Micron Technology Inc. (NASDAQ:MU), Microsoft Corp. (NAS...
'Big Short' Legend Eisman Is 'Nervous About The Sustainability' Of Nvidia's Melt-Up
Steve Eisman, the investor made famous by Michael Lewis’s “The Big Short,” said this week he is trimming his portfolio because the rally is starting to feel bubbly. Eisman flagged that Nvidia (NASDAQ:NVDA) is now larger than the entire S&P 500 healthcare sector, a sign of how concentrated the...
Why Is Firefly Aerospace Stock Blasting Off On Monday?
Firefly Aerospace Inc. (NASDAQ:FLY) shares are moving up on Monday. Reports remain mixed as the broader market experiences significant volatility. However, the space technology firm continues to benefit from multiple positive catalysts. The Nasdaq is down 0.65% while the S&P 500 has shed 0.15...
Chamath Palihapitiya Says Trump Should Let Nvidia Sell Chips To China, But What Do Prediction Markets Say?
Chamath Palihapitiya says that the U.S. should drop export restrictions on advanced AI chips and let Nvidia Corp (NASDAQ:NVDA) sell freely into China, arguing that holding the line only gives Huawei the oxygen it needs to build a credible competitor. The comments landed after Jensen Huang joined ...
Nasdaq 100 Drops Over 1%, Oil Tops $106 On Iran Impasse: Stock Market Today
U.S. equities opened the new trading week on a split footing on Monday as a sharp unwind in AI-infrastructure names dragged the Nasdaq 100 down by over 1%, while energy, communications and insurance shares cushioned the broader market. • Dominion Energy stock is approaching key resistance levels....
Google-Blackstone AI Venture Targets Exploding Demand For Compute Power With $5 Billion Initial Data Center Investment
On Monday, Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Blackstone Inc. (NYSE:BX) said they are forming a new artificial intelligence cloud and data center venture in the U.S. Google And Blackstone Launch AI Infrastructure Venture In an announcement release, Blackstone said it will initially in...
Micron Stock's Worst 2-Day Drop In A Year: Is The Chip Bubble Bursting?
For weeks, the AI memory trade has been the most crowded ride on Wall Street. Micron Technology Inc. (NASDAQ:MU) rode it from $300 in late March to an all-time high of $818.67 on May 11, a 100% gain in six weeks that left the stock 170% above its 200-day moving average. That ride hit a wall. Afte...
Why Auddia Stock Is Falling On Tuesday?
Auddia Inc. (NASDAQ:AUUD) stock is trading lower on Tuesday, retreating from a rally of over 90% that began late last week. For context, Nasdaq futures are down 0.59% while S&P 500 futures have shed 0.33%. Traders Take Profits After Massive Surge The Tuesday decline stems primarily from profi...
Micron, SanDisk Stocks Meet The Bond Time Bomb: 30-Year Yields Hit 19-Year Highs
Semiconductor stocks fell again on Tuesday, with the iShares Semiconductor ETF (NASDAQ:SOXX) on pace for a third straight session of declines as investors turned risk-off amid a global bond market rout. Memory names led the move lower, with Micron Technology Inc. (NASDAQ:MU) a...
Nasdaq 100 Falls 1% As 30-Year Yields Spike To 19-Year Highs: Stock Market Today
U.S. stocks extended losses by midday Tuesday as a fresh Treasury rout pushed long-dated yields to multi-decade highs and a crowded chipmaker trade unwound, with investors growing impatient over the unresolved U.S.–Iran standoff that has kept oil prices elevated and inflation expectations sticky....
Stock Market Today: Do, S&P 500, Nasdaq Futures Gain Ahead Of NVDA's Q1 Report— CAVA, AMC Entertainment, Roblox In Focus (UPDATED)
(Editor’s note: The future prices of benchmark tracking ETFs and the headline were updated in the story.) U.S. stock futures rose on Wednesday following two consecutive days of lower closes for the S&P 500 and Nasdaq 100 indices on Tuesday. Investors are awaiting Nvidia Corp.‘s (NASDAQ:NVDA) ...
Earnings Scheduled For May 20, 2026
Companies Reporting Before The Bell • GDS Holdings (NASDAQ:GDS) is likely to report quarterly earnings at $1.06 per share on revenue of $440.69 million. • Roivant Sciences (NASDAQ:ROIV) is expected to report quarterly loss at $0.36 per share on revenue of $3.68 million. • Analog Devices (NASDAQ:A...
Beijing Confirms Boeing Aircraft Order Following Trump's China Visit—Xi Jinping Seeks To End $30 Billion In Reciprocal Tariffs With US
China, on Wednesday, confirmed a 200-aircraft order from Boeing Co (NYSE:BA) following President Donald Trump‘s meeting with Chinese President Xi Jinping last week. China Confirms Boeing Deal The country will purchase the aircraft, China’s Ministry of Commerce said in a statement, confirmed by Ch...
What's Going On With NVIDIA Stock Wednesday?
Ahead of earnings, analysts remain sharply split on the near-term outlook for NVIDIA Corp. (NASDAQ:NVDA), with some warning that supply bottlenecks and rising competition could limit upside even as artificial intelligence demand remains strong. Others, however, continue to view the chip giant as ...
Financial Times Reported Earlier, China Banned Nvidia's Gaming Chip During Jensen Huang's Visit

'China Banned Nvidia's Gaming Chip During Jensen Huang's Visit' - FT

Target, Nvidia And 3 Stocks To Watch Heading Into Wednesday
With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows: Wall Street expects Nvidia Corp. (NASDAQ:NVDA) to report quarterly earnings at $1.76 per share on revenue of $79.04 billion after the closing bell, according to d...
S&P 500 Falls For Third Straight Session: Investor Sentiment Weakens, Fear Index Remains In 'Greed' Zone
The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the “Greed” zone on Tuesday. U.S. stocks settled lower on Tuesday, with the Dow Jones index falling more than 300 points during the session. Investors are getting impatient over the un...
Meiwu Technology, Cava Group, Chewy,Keysight Technologies And Nvidia: Why These 5 Stocks Are On Investors' Radars Today
Major U.S. indices closed lower on Tuesday, with the Dow Jones Industrial Average declining 0.65% to 49,363.88, the S&P 500 slipping 0.67% to 7,353.61 and the Nasdaq falling 0.84% to 25,870.71. These are the top stocks that gained the attention of retail traders and investors through the day:...
Forget About Micron: The Hottest US Semiconductor Stock Is Already Up 100% This Month
One semiconductor stock is making a louder statement in May than anything else in the sector. It is not Nvidia Corp. (NASDAQ:NVDA). It is not Micron Technology Inc. (NASDAQ:MU). It’s Wolfspeed Inc. (NYSE:WOLF), which filed for Chapter 11 bankruptcy in June 2025. The surged 100...
S&P 500 Rebounds Ahead Of Nvidia's Print, Oil Sinks 5% On Iran Truce Hopes: Stock Market Today
U.S. stocks halted a three-day losing streak at midday Wednesday as oil prices sank more than 5% on revived hopes of a U.S.-Iran de-escalation, easing the energy-driven inflation shock that has dogged risk assets all week and setting the stage for NVIDIA Corp. (NASDAQ:NVDA) earning...
Semi Mania Resumes Ahead of Nvidia Earnings On Samsung Woes And Tankers Exiting Hormuz
Samsung Strike Please click here for a chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: The chart shows yesterday SOXL traded in the range of $135.02 – $160.54 and closed at $151.89.   In traditional technical analysis, the fact that the closing was so much ...
CORRECTION: NVIDIA Sees Q2 Sales $89.180B-$92.820B vs $86.620B Est

NVIDIA Announces $80B Additional Share Repurchase Authorization

NVIDIA Increases Quarterly Cash Dividend From $0.01 To $0.25 Per Share, Payable June 26, 2026

NVIDIA Says Q2 GAAP And Non-GAAP Gross Margins Expected To Be 74.9% And 75.0%, Respectively, +/- 50 Basis Points

NVIDIA Q1 Adj. EPS $1.87 Beats $1.76 Estimate, Sales $81.615B Beat $78.796B Estimate

Nvidia Q1 Highlights: Double Beat, Dividend Increased, 'Largest Infrastructure Expansion In Human History' Coming
Nvidia Corporation (NASDAQ:NVDA) reported highly anticipated first-quarter financial results on Wednesday after market close. With expectations high for the company heading into the print, here are the key highlights and a look at what’s next. Nvidia Q1 Earnings Nvidia reporte...
Fed Minutes Flip The Script: Officials Open Door To Rate Hike
The Federal Reserve walked into its April meeting expecting to talk about cutting rates. It walked out debating when to raise them. Minutes from the April 28-29 meeting, released Wednesday afternoon, showed a striking shift in the tone of the Federal Open Market Committee. The Middle East conflic...
Stock Market Today: Dow, S&P 500, Nasdaq Futures Fall After NVDA's Q1 Results— Nebius Group, Intuit In Focus (UPDATED)
(Editor’s note: The future prices of benchmark tracking ETFs, the economic data, the lede and the headline were updated in the story.) U.S. stock futures pared earlier gains to decline on Thursday following Nvidia Corp.’s (NASDAQ:NVDA) first-quarter earnings results released after Wednesday’s hig...
Nvidia Lost Half Its China Business — Then Revenue Nearly Doubled
Nvidia Corp‘s (NASDAQ:NVDA) latest quarterly filing contains a surprising twist beneath the headline-grabbing AI boom: the company lost more than half of its China business over the past year—and still managed to nearly double revenue. According to Nvidia’s Form 10-Q, revenue from customers headq...
Nvidia, Alphabet, Delta Air And A Financial Stock On CNBC's 'Final Trades'
On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said he is staying long on NVIDIA Corporation (NASDAQ:NVDA). After the closing bell on Wednesday, Nvidia reported better-than-expected first-quarter financial results and issued strong revenu...
Jim Cramer Likes ARM 'Very Much' As Stock Jumps 3% Premarket, But Calls Post-Nvidia Surge 'A Little Silly'
Arm Holdings PLC (NASDAQ:ARM) shares rose over 3% in premarket trading on Thursday following Nvidia Corp.‘s (NASDAQ:NVDA) blowout quarterly report, even as CNBC’s Jim Cramer warned that crowning the chip designer as the earnings call’s top beneficiary is overblown. Market Reaction Deemed ‘Silly’ ...
What Is Going On With Micron Stock On Thursday?
Micron Technology Inc (NASDAQ:MU) traded higher Thursday as investors continued pouring into AI-linked semiconductor stocks following strong demand signals from NVIDIA Corp (NASDAQ:NVDA) and fresh bullish analyst targets. AI Demand Continues To Lift Memory Stocks The latest rally in Micron shares...
Nvidia's China Business Is Now A 'Nothingburger': Analyst
On Wednesday, NVIDIA Corp. (NASDAQ:NVDA) reported first-quarter fiscal 2027 revenue of $82 billion, up 85% year over year and 20% sequentially, while adjusted EPS reached $1.87. Data center revenue surged 92% to $75 billion as hyperscalers and AI developers accelerated Blackwell deployments. The ...
Stock Market: Will S&P 500 Open Up Or Down Today?
The S&P 500 snapped a three-day losing streak on Wednesday as cooling oil prices and Treasury yields boosted investor sentiment, and Polymarket traders are betting the benchmark index will build on those gains at Thursday's open. The S&P 500 rose 1.08% to close at 7,432.97 on Wednesday, w...
Jensen Huang Says Nvidia Is Powering Uber's Push Into Trillion-Dollar Self-Driving Opportunity Across 30 Cities
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang announced the chipmaker’s partnership with ride-hailing giant Uber Technologies Inc. (NYSE:UBER) will target global expansion of Robotaxis in the next two years. 30 Cities With Uber During NVIDIA’s earnings call with investors on Wednesday, Huang shared...
Nvidia, Walmart And 3 Stocks To Watch Heading Into Thursday
With U.S. stock futures trading slightly lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows: Wall Street expects Walmart Inc. (NASDAQ:WMT) to report quarterly earnings at 66 cents per share on revenue of $174.74 billion before the opening bell, ac...
Jensen Huang Says Huawei Is 'Very, Very Strong' And Nvidia Has 'Largely Conceded' China Market: 'Don't Have Any Expectations'
U.S. export restrictions on advanced AI chips are accelerating Huawei Technologies's rise in China, according to Jensen Huang, who said Nvidia Corp (NASDAQ:NVDA) has effectively been pushed out of a critical market. Nvidia Says China AI Market Has Shifted To Huawei On Wednesday, speaking to CNBC ...
Jim Cramer Says Nvidia Stock Getting 'Relentless Hammering' A Familiar Pattern, Daniel Newman Calls Company 'Victim Of Its Own Success'
On Wednesday, Nvidia Corp (NASDAQ:NVDA) shares closed up 1.3% at $223.47 and slipped 1.26% to $220.66 in after-hours trading following the company's earnings report. The company's first-quarter earnings prompted reactions from Jim Cramer, Gene Munster and Daniel Newman. Nvidia Earnings Top Estima...
Nvidia,Intuit, Applied Digital, AMD And ARM Holdings: Why These 5 Stocks Are On Investors' Radars Today
Major U.S. indices closed Wednesday higher, with the Dow Jones Industrial Average gaining 1.3% to 50,009.35, the S&P 500 climbing 1.08% to 7,432.97 and the Nasdaq advancing 1.55% to 26,270.35. These are the top stocks that gained the attention of retail traders and investors through the day: ...
Transcript: NVIDIA Q1 2027 Earnings Conference Call
On Wednesday, NVIDIA (NASDAQ:NVDA) discussed first-quarter financial results during its earnings call. The full transcript is provided below. Benzinga APIs provide real-time access to earnings call transcripts and financial data. Visit https://www.benzinga.com/apis/ to learn more. Access the full...
NVIDIA Says As Of Q1 2027, We Were Effectively Foreclosed From Competing In China's Data Center Computing/Compute Market

NVIDIA Says Co Is Not Assuming Any Data Center Compute Rev From China In Its Outlook

Nvidia Just Did The Impossible: Wall Street Still Wants More
Nvidia Corp. (NASDAQ: NVDA) reported first-quarter 2027 results that any other company in the S&P 500 would frame as a generational quarter. Revenue of $81.6 billion topped consensus by $2.8 billion. Data Center revenue alone grew 92% year-on-year to a record $75.2 billion. And second-qu...
US Stocks Lower; Nvidia Posts Upbeat Earnings
U.S. stocks traded lowr this morning, with the Dow Jones index falling more than 150 points on Thursday. Following the market opening Thursday, the Dow traded down 0.34% to 49,840.62 while the NASDAQ dipped 0.63% to 26,103.59. The S&P 500 also fell, dropping, 0.49% to 7,396.28. Leading and La...
Jensen Huang's Other AI Empire Is Now Worth $42 Billion
Investors know Nvidia Corp.(NASDAQ:NVDA) as the company selling the picks and shovels of the AI gold rush. What Nvidia’s latest quarterly filing reveals, however, is that CEO Jensen Huang is also quietly building one of Silicon Valley’s largest AI investment portfolios. Buried in the company’s la...
Nvidia Just Opened A $1.9 Billion Position In A Critical AI Supplier
Investors know Nvidia Corp.(NASDAQ:NVDA) as a GPU supplier powering the artificial intelligence boom. But the chip giant’s latest portfolio disclosure suggests CEO Jensen Huang may be placing a significant bet on another part of the AI stack: the infrastructure that moves data between those chips...
Nasdaq 100 Drops After Nvidia's Earnings, Oil Reclaims $100: Stock Market Today
U.S. stocks edged lower at midday Thursday as Treasury yields rebounded and crude oil climbed back above $100 a barrel, with optimism over an imminent U.S.-Iran agreement fading after Tehran hardened its position on uranium.  Nvidia Corp.‘s (NASDAQ:NVDA) blockbuster earnings beat failed...
GlobalFoundries Stock Hits 52-Week High - Here's Why
GlobalFoundries Inc. (NASDAQ:GFS) on Thursday launched Quantum Technology Solutions, a new business aimed at scaling U.S. quantum computing manufacturing capabilities. The company said it will manufacture quantum processor units, cryogenic control chips, advanced packaging and superconducting int...
Nvidia's Outlook Following Strong Q1 Earnings
Nvidia (NASDAQ:NVDA) delivered a significant first-quarter earnings report on Wednesday, reinforcing its position at the center of the global AI infrastructure sector. The company reported revenue of over $80 billion, a rise of roughly 85% year over year, driven mainly by increased data center de...
WhiteFiber Locks In $160 Million AI Deal, Stock Soars
WhiteFiber Inc. (NASDAQ:WYFI) stock rose Friday after the company announced a five-year AI compute infrastructure agreement valued at more than $160 million with an investment-grade technology customer. The deployment, located in the Paris region, will use advanced NVIDIA Corp. (NASDAQ:NVDA) GPU ...
Jim Cramer Says 'No Breaking' Nvidia Stock's Pattern, Gene Munster Says Post-Earnings Trading Is 'Noise' And Not Connected To Fundamentals
On Thursday, Jim Cramer and Gene Munster said Nvidia Corporation's (NASDAQ:NVDA) long-term AI growth remains strong even after the stock dipped following its earnings report. Nvidia Stock Slips After Strong Earnings Beat Nvidia shares closed down 1.77% at $219.5...
Trump Administration Is Pausing $14 Billion Taiwan Arms Sale To 'Make Sure' US Has Enough Munitions For Iran War, Says Acting Navy Secretary
On Thursday, acting Navy Secretary Hung Cao said that the Donald Trump administration has paused a proposed $14 billion arms sale to Taiwan as the Pentagon reviews U.S. weapons stockpiles amid the ongoing conflict with Iran. US Pauses Taiwan Arms Sale Over Munitions Concerns Speaking during a Sen...
Lenovo's AI Revenue Surge Exposes Nvidia's China Blind Spot
Lenovo's (OTC:LNVGF) (OTC:LNVGY) AI revenue surge is reshaping how investors should think about the global AI hardware race. Lenovo Group Limited shares jumped as much as 17% on Friday. The catalyst was a record-breaking earnings report showing AI-related revenue nearly doubled for the full fisca...
Dow Jones Hits Record Highs, DELL Jumps 15%: Stock Market Today
U.S. stocks pushed higher by midday Friday, with the Dow Jones Industrial Average punching to a fresh record high as a powerful AI-led rally in chip and PC names overpowered another shock to consumer sentiment. The S&P 500 and Nasdaq 100 are now on track for an eighth straight weekly gain — t...
The US Government Bet $2 Billion On Quantum Firms: Here's What Prediction Markets Say About It
The U.S. government has taken equity stakes in nine quantum-computing firms, betting $2 billion on a technology that could eventually break the encryption securing Bitcoin (CRYPTO: BTC). The Commerce Department’s Thursday award hands IBM (NYSE:IBM) roughly $1 billion to build America’s first pure...
Nvidia Crushes Earnings, But AI Chip Supply Crunch Looms
NVIDIA Corp. (NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business. NVDA stock is moving. See the chart and price action here. Q1 De...
Eight Weeks Up, And Even A Hawkish Fed Can't Stop It: This Week On Wall Street
The bull market keeps shrugging off every reason to stop. The S&P 500 — as tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY) — closed the week on track for an eighth straight weekly gain. That’s its longest winning streak since December 2023, even as the Federal Reserve signals that the ne...
Consumer Tech News (May 18-22): Meta Cuts 8,000 Jobs, Nvidia Posts Strong Earnings & More
The Trump administration‘s Golden Dome missile-defense plan is drawing fresh fire from Democrats and arms-control advocates, who argue the proposed shield could become a trillion-dollar catalyst for a new nuclear arms race while opening a multiyear revenue opportunity for defense contractors...
AMC Entertainment, Nvidia, Arm Holdings And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks this week (May 18 to May 22) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate/geopolitical news flow. Nvidia Corp. (NASDAQ:NVDA), Arm Holdings PLC (NASDAQ:ARM), AMC Entertainment Holdings Inc....
Five Things Moving Markets: Records, Record Lows, And $100 Oil All In One Week
An 8-week S&P win streak, Waller calling rate cuts “crazy,” and health care quietly having its best week since November. The rotation nobody’s talking about. Two facts that should not share a calendar week. The Dow closed at a record 50,579.70 and the S&P 500 booked its eighth straight we...
NVIDIA CEO Presses Super Micro On Compliance After Taiwan Crackdown
Super Micro Computer, Inc. (NASDAQ:SMCI) came under renewed scrutiny after NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang publicly urged the server maker to strengthen its compliance practices following Taiwan's first major semiconductor smuggling crackdown tied to AI servers containing NVIDIA chips...
Huawei's New Chip Architecture Rewrites Sanctions Playbook
Huawei is rewriting the semiconductor rulebook. On Monday, May 25, the Chinese tech giant unveiled a new Huawei chip architecture that sidesteps the foundational assumptions behind U.S. export restrictions. For investors in AI hardware, this development deserves careful attention. What Huawei Act...
Dell Shares Hit New 52-Week High As AI Push And Analyst Upgrades Fuel Rally
Dell Technologies Inc. (NYSE:DELL) shares surged to new highs on Tuesday ahead of the company's May 28 earnings report, fueled by booming AI infrastructure demand, bullish analyst upgrades, and major product announcements. This comes during a day when technology stocks are generally performing we...
United Microelectronics Stock Hits 52-Week High - Here's Why
Taiwan’s second-largest contract chipmaker, United Microelectronics Corp. (NYSE:UMC), said on Wednesday its joint 12nm chip program with Intel Corp. (NASDAQ:INTC) remains on track, with certification work underway at Intel’s Arizona facility and mass production expected in 2027. The update helped...
IREN Secures Blackwell Firepower To Feed Booming AI Cloud Demand
IREN Limited (NASDAQ:IREN) said Tuesday it signed a purchase agreement with Dell Technologies Inc. (NYSE:DELL) for NVIDIA Corp. (NASDAQ:NVDA) air-cooled Blackwell systems to support its previously announced five-year, $3.4 billion managed-services AI cloud contract. IREN Expands AI Infrastructure...
'Taiwan Said to Suspect Nvidia Chips Smuggled to China Via Japan' - Bloomberg

Supermicro Stock Rises On New AI Infrastructure Partnership In Europe
Super Micro Computer, Inc. (NASDAQ:SMCI) shares are up during Wednesday’s session. The company announces a collaboration with Verda to deliver advanced AI infrastructure solutions. This partnership aims to enhance the deployment of high-performance, energy-efficient AI systems across Europe, whic...
Dow Jones Hit Records Above 50,600 As Oil Sinks Below $90: Stock Market Today
Wall Street split decisively at midday Wednesday as the Dow Jones Industrial Average punched to a fresh all-time high while the Nasdaq 100 retreated. • Carnival stock is showing exceptional strength. What’s behind CCL gains? The Nasdaq 100 dropped 0.7% to 29,801, pressured by chip producers ...
What's Going On With Taiwan Semiconductor Stock Thursday?
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) stock is experiencing a minor technical pullback and intraday consolidation on Thursday, following a massive, record-breaking rally. The broader chip sector is also under pressure, with the iShares PHLX SOX Semiconductor Sector Index Fund (NA...
S&P 500 Hits Record Highs, Snowflake Jumps 37% On AI Boom: Stock Market Today
U.S. stocks hit record highs Thursday after reports that Washington and Tehran agreed to a 60-day ceasefire extension and phased resumption of Strait of Hormuz tanker traffic. The S&P 500 advanced 0.5% to a record 7,557.85, while the Dow Jones Industrial Average added 32 points, or 0.1%, to 5...
Triple Manias Take A Hit As US And Iran Exchange Strikes But Cooler PCE May Reignite Momentum
Potential Fourth Mania Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: The chart shows SOXL taking a hit yesterday.  SOXL traded as high as $255.53 in the premarket yesterday and later traded as low as $204.00.  This i...
Dell Earnings The 'Widest' In Its Public History, Says This Analyst, But Jim Cramer Thinks Nvidia Is 'Still The King'
On Thursday, Dell Technologies Inc (NYSE:DELL) delivered a blockbuster quarterly report that prompted bullish reactions from analysts and market commentators. Dell Earnings Crush Estimates As AI Demand Accelerates Dell reported first-quarter revenue of $43.84 billion, significantly ahead of analy...
Boost Run Signs 36-Month NVIDIA B300 GPU Server Rental Agreement With Thinking Machines Lab For 5,000 GPUs Across Data Center Infrastructure; Combined Total Contract Value ~$471.7M

Dell AI Server Sales Just Jumped 757% And Wall Street Is Crowning A New Champion
For years, Dell Technologies Inc. (NYSE:DELL) was viewed as a mature PC maker. Today, Wall Street is increasingly valuing it as one of the biggest beneficiaries of the artificial-intelligence infrastructure boom. If Nvidia Corp. (NASDAQ:NVDA) supplies the brains of AI and Micron Technology Inc. (...
Broadcom Stock Attracts A Billionaire Buyer As AI Momentum Accelerates
Hedge fund billionaire Daniel Loeb reshuffled his exposure in the semiconductor industry at Third Point LLC in the first quarter of FY26. The investor opened a new position in Broadcom Inc. (NASDAQ:AVGO), acquiring 50,000 shares in the quarter. Meanwhile, t...
Buying On Iran Deal; Dell Earnings Support Semi Rally; Rocket Explosion Is Bad News For Space Mania
Stock Market Manias Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows zone 1 (support).  There is a fair probability of the stock market pulling into zone 1...
Stock Market Today: S&P 500, Dow, Nasdaq Futures Rise As US Undertakes 'Self-Defense' Strikes Against Iran— HPE, NVDA, UBER In Focus (UPDATED)
Editor’s Note: The future prices of benchmark tracking ETFs, and the headline were updated in the story. U.S. stock futures rose on Monday, after a higher close on Friday, ending the month of May at a record high. The U.S. has undertaken "self-defense" strikes in Iran on Sunday as President Donal...
Hewlett Packard, Science Applications And 3 Stocks To Watch Heading Into Monday
With S&P 500, Nasdaq and Dow Jones futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows: Hewlett Packard Enterprise Co. (NYSE:HPE) is set to report its second-quarter results after market close on Monday, June 1. Analysts expect t...
US Closes Loophole That Allowed Nvidia, AMD AI Chip Shipments To Chinese Firms Overseas
The U.S. Department of Commerce closed a loophole that allowed advanced AI chips from companies like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD) to be exported to Chinese firms operating outside of China. What Does The Guidance Say? The Commerce Department’s new guidan...
Consumer Tech News (May 25-29): Dell, IBM, CrowdStrike, Meta Lead Big Tech AI Push
Gov. Gavin Newsom (D-CA) on Thursday criticized the President Donald Trump Administration's decision to introduce a $250 bill featuring a portrait of the President. Earnings Results Dell Technologies Inc. (NYSE:DELL)  reported first-quarter revenue of $43.84 bil...
The S&P Hit A Record While 8 Of 11 Sectors Fell
Dell ripped roughly 30% on $16.1B in quarterly AI server sales. Eight of eleven sectors still finished May in the red. Inside: oil cracks on a 60-day Iran ceasefire, and Anthropic lines up a $900B raise. Markets just wrapped a strong and strange month. Here is what actually moved, what it means, ...
S&P 500 Halts Gains As Oil Jumps 8% On Iran Ceasefire Standoff: Stock Market Today
Crude oil rocketed nearly 8% on Monday – its best single session since April 2 – after the U.S. struck Iranian military sites and Tehran retaliated against an air base, throwing the region’s fragile ceasefire into doubt. The energy shock and a jump in Treasury yields stalled the S&P 500’s rec...
Why Fluence Energy Stock Is Skyrocketing On Monday?
Fluence Energy Inc. (NASDAQ:FLNC) surged over 51% on Monday following a joint announcement from Siemens AG (OTC:SMAWF) regarding a high-profile partnership with NVIDIA Corp. (NASDAQ:NVDA) to develop specialized AI data center infrastructure. The NVIDIA Vera Rubin Reference Design According to Sie...
What's Going On With AMD Stock Tuesday?
Advanced Micro Devices Inc. (NASDAQ:AMD) stock fell during Tuesday’s premarket session as investors locked in gains following a powerful rally that has pushed the stock into overbought territory. The broader market was under pressure before the opening bell. Nasdaq futures fell 0.12%, while S&amp...
Dan Loeb Touted Semiconductors As The 'Most Attractive Sector' In AI Boom— But His Nvidia Sell-Off Tells A Different Story
Despite publicly praising Nvidia Corp.‘s (NASDAQ:NVDA) historic performance and the broader artificial intelligence (AI) sector, billionaire investor Dan Loeb's latest 13F filing reveals that his hedge fund, Third Point LLC, dumped nearly 90% of its stake in the semiconductor giant during the fir...
Stock Market Today: S&P 500, Dow Jones Futures Fall As Trump Says He 'Couldn't Care Less' If Iran Negotiations Collapse—Marvell, Alphabet In Focus
U.S. stock futures fell on Tuesday, after a record close on Monday, starting the month of June on a positive note. President Donald Trump appeared unfazed by the possibility of negotiations collapsing with Iran. “I really don’t care. I couldn’t care less,” Trump told CNBC when asked about reports...
Stock Market: Will S&P 500 Open Up Or Down Today?
The S&P 500 extended its record-setting run on Monday, powered by technology stocks and fresh enthusiasm around artificial intelligence, but Polymarket traders are leaning toward a lower open on Tuesday. The S&P 500 closed up 0.26% at a record 7,599.96 on the first day of the month. The J...
Why Is Nebius Stock Surging Tuesday?
Nebius Group N.V. (NASDAQ:NBIS) shares continue their upward trajectory on Tuesday. The surge follows a combination of major institutional validation, massive European infrastructure commitments, and new Wall Street coverage. BNP Paribas Initiates Coverage Adding to the stock’s momentum, BNP Pari...
Stock Market Today: S&P 500 Futures Fall, Nasdaq Gains As Middle East Tensions Intensify—Palo Alto, Marvell In Focus
U.S. stock futures were mixed on Wednesday, after a record close on Tuesday, as the Dow Jones and S&P 500 advanced but the Nasdaq 100 fell. The U.S. military retaliated against Iran by launching strikes on an Iranian ground control station on Qeshm Island, near the Strait of Hormuz, after Ira...
Stock Market: Will The S&P 500 Open Up Or Down Today?
The S&P 500 closed above the 7,600 level for the first time on Tuesday, extending its record-setting rally, but Polymarket traders are leaning toward a weaker start for the benchmark index on Wednesday. The S&P 500 gained 0.13% to finish at a record 7,609.78 on Tuesday. The June 3 Polymar...
Google's $80 Billion AI Raise Cost Alphabet The #2 Spot To Apple: What Do Prediction Markets Say?
Alphabet Inc. (NASDAQ:GOOGL) has lost the world’s second-largest-company spot to Apple Inc. (NASDAQ:AAPL), falling nearly 4% since announcing an $80 billion equity raise that included a $10 billion private placement from Berkshire Hathaway Inc. (NYSE:BRK). Apple now sits at roughly $4.62 trillion...
Nvidia Is Up 18% YTD — This SpaceX-Linked Chip Stock Is Up 190%
Nvidia Corp. (NASDAQ:NVDA) has become the poster child of the AI boom, but one lesser-known chipmaker with ties to Elon Musk‘s Starlink network has been leaving the AI king in the dust this year. Shares of STMicroelectronics N.V. (NYSE:STM) have surged roughly 190% year-to-date, compared with Nvi...
S&P 500, Nasdaq 100 Drop From Records As Rate-Hike Bets Build, Oil Climbs: Stock Market Today
U.S. stocks retreated from record highs at midday Wednesday as hotter-than-expected economic data and a renewed surge in Treasury yields revived fears the Federal Reserve could soon raise interest rates. The S&P 500 fell 0.6% to around 7,568, putting a nine-session winning streak in jeopardy....
SpaceX IPO Effect? Space ETFs Surpass $5 Billion In Assets For The First Time Ever
SpaceX‘s IPO could be leading a charge for exchange-traded funds (ETFs) dealing with space companies’ stock as the June public listing draws closer. Space ETFs Surpass $5 Billion In a post on X on Wednesday, The Kobeissi Letter posted that ETFs dealing with Space companies had “surpassed $5 billi...
Broadcom CEO Hock Tan Says AI Isn't Hurting Software Business: 'We're Not Seeing It'
On Wednesday, Broadcom, Inc. (NASDAQ:AVGO) said demand tied to artificial intelligence infrastructure is boosting parts of its software business, with CEO Hock Tan dismissing concerns that the rise of AI and agentic AI could hurt long-term growth. AI Demand Is Driving VMware Growth Speaking durin...
Broadcom's AI Outlook Misses, But Bigger ETF Opportunity Is Emerging
Broadcom Inc’s (NASDAQ:AVGO) post-earnings sell-off may have disappointed shareholders, but it highlighted a bigger story brewing across the artificial intelligence ecosystem. The earnings commentary highlighted the growing importance of custom AI chips, or application-specific integrated circuit...
Semi Mania's Broadcom Problem; World's Smartest Banker To Pitch SpaceX; Japan Risk To AI Trade
Semi Mania Please click here for an enlarged chart of Broadcom Inc (NASDAQ:AVGO). Note the following: This article is about the big picture, not an individual stock.  The chart of AVGO stock is being used to illustrate the point.  Broadcom is a semiconductor company that has diversified...
Why Is Broadcom Stock Falling Friday?
Broadcom Inc. (NASDAQ:AVGO) extended Thursday’s sharp selloff in Friday premarket trading after shares plunged 12.59% in the prior session. Investors continued to digest the chipmaker’s earnings report, weighing record quarterly results against AI revenue guidance that fell short of elevated Wall...
SpaceX's AI Business Lost $6.4 Billion Last Year — And That's Exactly The Point
SpaceX‘s AI business lost a staggering $6.4 billion last year. Most companies would call that a problem. Elon Musk appears to call it an investment. Buried in the company’s IPO fact sheet is a glimpse into what could become one of the most aggressive AI infrastructure bets in the industry. While ...
Why Navitas Semiconductor Stock Is Falling On Friday
Navitas Semiconductor Corp (NASDAQ:NVTS) stock is trading lower on Friday. The drop comes as traders lock in profits following a massive 266% year-to-date rally, alongside emerging concerns regarding stock dilution. Nasdaq futures are down 0.97% while S&P 500 futures have shed 0.39%. Heavy Pr...
Momo Aggressively Buys Semiconductor Dip; Big Setback For SpaceX; Blowout Jobs Report
Blowout Jobs Report Please click here for a chart of the Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: This article is about the big picture, not an individual stock. The chart of the leveraged semiconductor ETF SOXL is being used to illustrate the point. Semiconductor...
Nasdaq 100's Worst Day Since Trump Tariff Shock, Crypto Carnage Worsens: This Week On Wall Street
It was a volatile week on Wall Street, with the final two sessions delivering jolts to an AI-driven rally that had looked unstoppable. On Friday, the Nasdaq 100 — tracked by the Invesco QQQ Trust (NASDAQ:QQQ) — recorded its worst drop since April 2025’s ‘Liberation Day’ selloff sparked by Trump-r...
Stock Market Today: Dow, Nasdaq S&P 500 Futures Rise As Israel, Iran Exchange Missile Strikes—SK Telecom, Nebius, AMD In Focus (UPDATED)
Editor’s Note: The future prices of benchmark tracking ETFs, and the headline were updated in the story. U.S. stock futures rose on Monday, as the Nasdaq 100 and S&P 500, and Dow Jones indices rose, following Thursday's sharp declines. Over the weekend, the tensions in the Middle East escalat...
Why Is Marvell Technology Stock Soaring Monday?
Marvell Technology Inc. (NASDAQ:MRVL) stock jumped nearly 9% in Monday premarket trading after S&P Dow Jones Indices announced the chipmaker will join the S&P 500, a move that could spur fresh buying from index-tracking funds. The stock rose 8.85% to $286.80 before the opening bell, while...
NVIDIA, SK Telecom Team Up To Build Korea's AI Powerhouse
SK Telecom Co. Ltd. (NYSE:SKM) stock rose nearly 4% in Monday premarket trading as improving investor sentiment and a stronger broader market fueled demand for technology and telecom stocks. The South Korean wireless carrier gained 3.87% to $38.89 before the opening bell, while Nasdaq futures cli...
Why Is Nebius Stock Gaining Monday?
Nebius Group N.V. (NASDAQ:NBIS) stock rose in premarket trading Monday, recovering some of last week’s sharp losses as improving risk appetite boosted demand for artificial intelligence and high-growth technology stocks. NBIS shares gained about 2% before the opening bell, while Nasdaq futures ad...
Why Google May Have Handed SpaceX The Perfect IPO Catalyst
Space Exploration Technologies Corp. (SpaceX) has disclosed a cloud services agreement with Alphabet Inc.’s (NASDAQ:GOOGL) Google worth more than $30 billion on Friday, a deal that an analyst says could strengthen the company’s investment case ahead of its planned initial public offering. The agr...
Reported Sunday, NVIDIA And SK Hynix Sign Multiyear Partnership To Co-Develop Next-Generation Memory For AI Factories And Semiconductor Manufacturing

Top Four Catalysts For Dow Jones, Nasdaq 100 Indices This Week
The Dow Jones and Nasdaq 100 indices pulled back last week amid growing concerns about the semiconductor industry and the Federal Reserve. The two indices have retreated by 1.35% and 6%, respectively, from their year-to-date highs. This article explores the key catalysts that could drive the US s...
Consumer Tech News (June 1-3): AI Demand Surge Prompts Big Earnings Beat, AI Can Steal Jobs & More
The Donald Trump administration is reportedly exploring whether the U.S. government should take ownership stakes in leading artificial intelligence companies, a move that comes days after Sen. Bernie Sanders (I-Vt.) unveiled a proposal calling for public ownership of...
Marvell Technology, Broadcom, GameStop And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks this week (June 1 to June 5) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate/geopolitical news flow. Marvell Technology Inc. (NASDAQ:MRVL), Broadcom Inc. (NASDAQ:AVGO), CrowdStrike Holdings I...
Marvell Secures Spot In S&P 500 Index Amid AI Chip Boom
Marvell Technology (NASDAQ:MRVL) shares climbed in after-hours trading on Friday after the chipmaker secured a spot in the S&P 500 index. S&P Dow Jones Indices said Friday that the chipmaker will join the benchmark index before markets open on June 22, replacing pool equipment distributor...
SpaceX Signs $920 Million Monthly AI Deal With Google Days Before Blockbuster IPO— 110,000 Nvidia GPUs Locked In Through 2029
SpaceX signed a $920 million monthly compute-leasing deal with Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), granting access to roughly 110,000 Nvidia (NASDAQ:NVDA) GPUs across its data centers through mid-2029, days before its landmark public offering. Who Gets An Exit Clause Under the agreement outlin...
Marvell Stock Is Up 230% In 2026 — S&P 500 Debut Could Make That Look Conservative
Marvell Technology Inc. (NASDAQ:MRVL) will be added to the S&P 500 index effective before the market opens on June 22 — the Q2 quarterly rebalance — alongside contract manufacturer Flex Ltd. (FLEX).  The two companies replace Campbell’s Co. (NASDAQ:CPB) and Pool Corp. (NASDAQ:POOL), both...
What's Going On With NVIDIA Stock Monday?
NVIDIA Corp. (NASDAQ:NVDA) stock was up nearly 2% on Monday as investors piled into chipmakers and other mega-cap technology stocks during a broad risk-on session. The Nasdaq gained 2.06%, while the S&P 500 advanced 0.68%. Technology Rally Boosts NVIDIA Monday’s gains appeared to be driven by...
Nasdaq 100 Rallies Over 2% On Iran-Israel Ceasefire: Stock Market Today
U.S. stocks bounced back from last week’s tech-led rout on Monday, as a halt to the semiconductor selloff and signs of de-escalation in the Middle East sparked a broad relief rally, with the Nasdaq 100 leading the way higher. President Donald Trump posted early Monday that “both sides, Israel and...
Trump Administration Labels Tesla Rival Nio A Chinese Military Company—EV Maker Says 'Not Justified'
Chinese automaker NIO Inc. (NYSE:NIO) has pushed back against the President Donald Trump administration’s move to declare the Tesla Inc. (NASDAQ:TSLA) rival a Chinese military company. Nio Threatens Legal Action On Tuesday, Nio released an official statement condemning the decision by the Trump a...
Stock Market Today: S&P 500, Dow Jones Futures Gain Over Israel, Iran Ceasefire—Amplitech Group, Vail Resorts, Mission Produce In Focus
U.S. stock futures rose on Tuesday, as the Nasdaq 100, S&P 500, and the Dow Jones indices gained, following Monday’s mixed close. President Donald Trump posted early Monday that "both sides, Israel and Iran, are looking to do an immediate ceasefire," shortly before Iran's armed forces said th...
MANGOS Is The New Magnificent Seven — And Half Of It Hasn't Gone Public Yet
From FAANG to Mag7 to MANGOS, Wall Street loves its acronyms—each one a barometer of its era. First came FAANG — Meta Platforms, Inc. (NASDAQ:META) (formerly Facebook), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX) and Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:G...
OpenAI Joins SpaceX, Anthropic In AI IPO Wave: What Prediction Markets Say About The Race
OpenAI confidentially filed paperwork for an initial public offering Monday, joining Anthropic and Elon Musk‘s SpaceX in a wave of trillion-dollar listings expected to hit Wall Street within months. But the ChatGPT maker may face a structural problem. If SpaceX and Anthropic exhaust investor appe...
Why Is Marvell Technology Stock Falling Wednesday?
Marvell Technology Inc. (NASDAQ:MRVL) shares fell on Wednesday, driven by broad-based selling pressure across the technology and semiconductor sectors. Despite recent high-profile catalysts, macroeconomic anxiety prompted traders to lock in profits ahead of a pivotal economic report. Macroeconomi...
Why Is Intel Stock Sliding On Wednesday?
Intel Corp. (NASDAQ:INTC) stock is trading lower on Wednesday, facing downward pressure alongside a broader market retrenchment. The pullback follows a multi-day rally fueled by blockbuster tech orders, as retail stock market traders react to profit-taking and sector-wide AI demand anxieties. Bro...
No Slowing Down: Taiwan Semiconductor May Sales Leap 30% On Relentless AI Demand
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) on Wednesday reported May 2026 revenue of 416.98 billion New Taiwan dollars, up 30.1% from a year earlier and 1.5% from April, extending the chipmaker’s strong growth momentum. The world’s largest contract chip manufacturer said consolidated ...
KKR Launches New Company Helix Digital Infrastructure To Deliver Integrated Projects At The Speed And Scale Needed By Hyperscalers; Anchor Investments Provided By KIA, Nvidia and Vistra

Jensen Huang's 'Saaspocalypse' Prediction Coming True? Oracle Says Customers Have 'Quickly Moved On' From SaaS Apocalypse Narrative
On Wednesday, Oracle Corp (NYSE:ORCL) said that the fears of a broader SaaS slowdown have largely faded among its enterprise customers. The company’s shares have fallen about 9.75% over the past six months. Oracle pushes back On SaaS slowdown fears During Oracle’s fiscal 2026 fourth-quarter earni...
Stock Market Whipsawed on Trump Statements, SpaceX Euphoria, ECB Rate Hike, Hotter PPI but Prior Revised
Whipsawed Stock Market Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows the stock market is in zone 1 (support). RSI on the chart shows the stock market is over...
Sharon AI Signs Six-Year AI Infrastructure Compute Collaboration With Nvidia To Deploy 72MW Of New Data Center Capacity In Australia

Amazon Takes On $17.5 Billion In AI Debt: Are Traders Betting On A Capex Bubble?
Amazon.com Inc. (NASDAQ:AMZN) has taken on $17.5 billion in new debt to fund its AI build-out, a striking move for a company that long ran on cash flow rather than borrowing. The delayed-draw term loan came from a syndicate that includes Citibank, JPMorgan, Bank of America, HSBC and Wells Fargo, ...
What's Going On With NVIDIA Stock Monday?
NVIDIA Corp. (NASDAQ:NVDA) stock rose about 2% in Monday premarket trading as investors returned to large-cap technology and artificial intelligence stocks amid a broader risk-on rally. The move comes as U.S. stock futures advanced following President Donald Trump’s announcement of a peace agreem...
Michael Dell's Net Worth Jumps $72 Billion on Dell Rally, and Analysts Predict Further Gains
Dell Technologies (NYSE:DELL) stock is in a strong bull run, helped by a large US government contract and its role as a critical AI infrastructure company. It has jumped by 215% this year and 250% in the last 12 months, and analysts predict that it has more gains to go. Dell Stock Surge Boosts Mi...
Consumer Tech News (Jun 8-12): SpaceX Debuts On Nasdaq, Big Tech Faces Political Scrutiny & More
Geopolitical Sen. Elizabeth Warren (D-Mass.) criticized Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg after his reported $300 million superyacht appeared in Seattle around the same time the company disclosed plans to cut nearly 1,400 jobs in W...
Stock Market Today: Nasdaq 100 Rallies, Oil Sinks 5% As U.S.-Iran Deal Reopens Hormuz
U.S. stocks rallied sharply on Monday after the United States and Iran signed a peace agreement that ends their war and reopens the Strait of Hormuz, sending crude oil tumbling roughly 5% to two-month lows and Treasury yields to one-month lows. The collapse in energy prices eased inflation fears ...
'NVIDIA Joins AI Debt Boom With Bond Sale Targeting $20B; NVIDIA Has Received About $85B Of Orders For Its Jumbo Debt Offering' - Bloomberg News

Stock Market Euphoric Over New Musk Post And Iran Deal
Euphoric Stock Market Please click here for an enlarged chart of United States Oil ETF (NYSE:USO). Note the following: The chart shows oil is falling about 5% on the U.S. Iran deal.  The deal appears to lift the U.S. blockade, open the Strait of Hormuz, and extend the ceasefire for 60 days.&...
SpaceX Crypto Squeeze; Bonds Do Not Share Stock Market Euphoria; Warsh Era Begins
Bonds Not Euphoric Like Stock Market Please click here for an enlarged chart of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT). Note the following: The chart shows that yesterday, bonds did not share the stock market's euphoria on the Iran deal.  Expectations were that bonds would rally on ...
Washington Pulled The Plug On Anthropic's Best AI: Here's When Prediction Markets Say It Comes Back
Anthropic launched Fable 5, its most powerful model yet, on June 9. Three days later it was gone, and the tip that killed it reportedly came from its largest backer, Amazon.com Inc. (NASDAQ:AMZN). In evidence of how powerful the new model is, launch partner Stripe reported that Fable 5 ran a code...
SandboxAQ Signs Definitive Agreement With U.S. Department of Commerce To Receive A $500M CHIPS R&D Award

Fed Holds Rates Steady; Retail Sales Remain Resilient
Positioning Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the most important sector in this market.  Leveraged semiconductor ETF SOXL is the momo crowd's favorite semiconductor ETF.  For this reaso...
Why Is Intel Stock Soaring Thursday?
Intel Corp. (NASDAQ:INTC) stock surged more than 8% in Thursday’s premarket session after President Donald Trump said Apple Inc. (NASDAQ:AAPL) agreed to work with Intel to design and build chips in the United States. A broader rally in technology stocks also supported the move. Nasdaq futures ros...
As SpaceX Falls Back To Earth, Bear ETFs Reach For The Stars
Space Exploration Technologies Corp (NASDAQ:SPCX), or SpaceX’s post-IPO honeymoon appears to be fading as shares of the aerospace and AI giant slid more than 20% from their Tuesday peak, raising fresh questions about whether the stock’s meteoric rise can continue and what the pullback means for E...
Why Is Fervo Energy Stock Gaining Monday?
Fervo Energy Inc. (NASDAQ:FRVO) stock climbed on Monday after the geothermal energy company announced a partnership with NVIDIA Corp. (NASDAQ:NVDA) and the Pacific Northwest National Laboratory to develop an artificial intelligence platform for geothermal energy, overshadowing its first quarterly...
Trump Admits Regret Over Selling IBM Stock Too Soon After Praising CEO For 'Leading Fab' In US Chip Push— 'Not A Good Move'
President Donald Trump on Monday praised International Business Machines Corp. (NYSE:IBM) Chief Executive Arvind Krishna for the company’s advances in semiconductor manufacturing, highlighting its role in strengthening U.S. chip production during remarks at the White House. Speaking in the Oval O...
Senate Democrats Demand Hearing About $500M UAE Investment In Trump Crypto Venture
Senate Democrats on Tuesday demanded immediate hearings into a $500 million UAE investment in the Trump family crypto venture World Liberty Financial (CRYPTO: WLFI). The Deal Closed Four Days Before Trump’s Inauguration Five senators, including Elizabeth Warren (D-Mass.) and Richard Blumenthal (D...
Nvidia Supplier SK Hynix Targets Massive Nasdaq Debut— And It's Coming For Alibaba's Record
South Korean semiconductor giant SK Hynix is setting its sights on a massive American Depositary Receipts (ADR) listing in a bid to expand its investor base and ramp up chip production capabilities. The Nvidia Corp. (NASDAQ:NVDA) supplier unveiled plans to raise as much as 45.45 trillio...
Elon Musk's SpaceX Just Made Another Massive Fundraising Move After Its $86 Billion IPO Windfall
Space Exploration Technologies Corp. (NASDAQ:SPCX) raised $25 billion via senior unsecured notes weeks after raising close to $86 billion via its blockbuster IPO. SpaceX Debt Sale In a filing with the Securities and Exchange Commission (SEC) on Tuesday, the commercial space flight giant said that...
Alphabet Joins Dow Jones Industrial Average: Here's How The Last Three Additions Performed
For the first time since November 2024, the Dow Jones Industrial Average is making changes to its 30 component holdings. With Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) set to replace Verizon (NYSE:VZ), here’s a look at the performance of the stocks that have been added and removed over the last tw...
Why Is NVIDIA Stock Gaining Thursday?
NVIDIA Corp. (NASDAQ:NVDA) stock rose more than 1% in Thursday’s premarket session as investors welcomed strong results from Micron Technology Inc. (NASDAQ:MU), reinforcing optimism about continued spending on artificial intelligence infrastructure. The broader market also supported sentiment, wi...
Tesla Rival Going Public Via SPAC, Armed With Investments From Nvidia, Amazon
For several years, companies that label themselves or have been labeled as a Tesla Inc (NASDAQ:TSLA) rival or have been called Tesla rivals have gone public via SPAC (special purpose acquisition company) merger. The list includes names such as Lucid, Fisker, Canoo and others. A new SPAC deal anno...
Micron Stock Takes A Breather After Explosive AI-Fueled Rally
Micron Technology Inc. (NASDAQ:MU) stock fell more than 5% in Friday’s premarket session after soaring 15.74% in Thursday’s regular trading session, as investors took profits following the memory chipmaker’s upbeat earnings report. The decline also came as broader market sentiment weakened, with ...
The Memory Oligopoly: How Micron And 6 Other Names Now Set The Price For The AI Race
In June 2025, memory was still seen as a classic boom-and-bust business — one where high prices eventually cure high prices as suppliers add capacity or demand cools. A year later, that assumption no longer holds. The price of 64 gigabytes of DDR5 memory — used in high-end PCs and AI servers — ha...
'There's An Execution Crisis In Ethereum': Is ETH Losing To Hotter Tech Trades Like MU And NVDA?
Bankless co-founder Ryan Sean Adams said this week that Ethereum’s challenge is not money but delivery, as the Ethereum Foundation moves through the most significant restructuring in its history. “There’s actually an execution crisis in Ethereum,” Adams said on the weekly Bankless rollup, pushing...
Bit Origin Acquires ~$11M Worth Of Nvidia Blackwell B300 AI Infrastructure Assets, To Be Delivered In Q3

What's Going On With NVIDIA Stock Monday?
NVIDIA Corp. (NASDAQ:NVDA) stock traded higher Monday as investors returned to large-cap technology stocks. The Nasdaq gained 1.43%, while the S&P 500 advanced 1.32%, supporting demand for AI-related names. Monday’s move appeared to be driven by broader market sentiment rather than company-sp...
Super Micro Taiwan Offices Raided — Stock Takes Another Hit
Super Micro Computer Inc. (NASDAQ:SMCI) shares took a nose dive Monday afternoon after Bloomberg reported that Taiwanese authorities raided the company’s local offices. The raid was part of a widening probe into alleged diversion of Nvidia Corp. (NASDAQ:NVDA) AI chips to China, adding fresh regul...
'AI Equals Memory': Why The AI Boom Now Runs Through Micron, SK Hynix And Samsung
The defining bottleneck of the artificial-intelligence boom is no longer the graphics processor. It is the memory that sits next to it. That is the core argument of a Monday note from Jordi Visser, head of AI macro nexus at 22V Research. Borrowing a line from KAIST professor Kim Jung-ho — the eng...
Palantir In Focus: Company Strikes Nvidia Sovereign AI Deal, Deepens Surf Air Partnership
Palantir Technologies Inc. (NASDAQ:PLTR) is in the spotlight this week after announcing two separate strategic initiatives—a sovereign AI partnership with NVIDIA Corp (NASDAQ:NVDA) for U.S. government agencies and an expanded commercial partnership with Surf Air Mobility Inc. (NYSE:SRFM). Palanti...
What Is Going On With Super Micro Stock On Tuesday?
Super Micro Computer, Inc. (NASDAQ:SMCI) stock rebounded by more than 2% during Tuesday’s premarket session as traders weighed a still-evolving regulatory overhang tied to its Taiwan operations, even with S&P 500 futures up 0.1%. The early bounce comes after Taiwan offices raided headlines pr...
Sharon AI Jumps Nearly 12% After Hours: What Is Going On With SHAZ Stock
SharonAI Holdings Inc. (NASDAQ:SHAZ) surged in after-hours trading Monday after the company announced the closing of a $1.6 billion strategic financing. SHAZ closed Monday’s regular session at $81.00, down 1.28%. In after-hours trading, shares climbed to $90.50, up 11.73%. Sharon AI is ...
Prudent Investors Pay Attention To News From Korea; Buying On Talks From Iran After Strikes
Leading Indicator Please click here for an enlarged chart of Applied Materials Inc (NASDAQ:AMAT). Note the following: This article is about the big picture, not an individual stock.  The chart of AMAT stock is being used to illustrate the point.  The chart is a monthly chart to give a l...
Prediction Market ETFs Prompt SEC Review Of Fund Rules As Innovation Accelerates
The U.S. Securities and Exchange Commission (SEC) is signaling what could become one of the most significant reviews of the ETF regulatory framework in years, as the rapid evolution of the $16 trillion ETF industry forces regulators to reconsider whether existing oversight tools remain adequate, ...
Bit Origin Stock Rallies Over 30% Pre-Market: Here's What You Should Know
Bit Origin Ltd (NASDAQ:BTOG) shares soared 32% to $1.66 in pre-market trading on Wednesday. The Bitcoin (CRYPTO: BTC) mining and AI infrastructure company closed the regular session at $1.25, up 1.63%, according to Benzinga Pro data. Nvidia Blackwell Deal Sparks Rally The move followed Bit Origin...
Super Micro Stock Falls After Taiwan Detains Employees in Nvidia Chip Smuggling Probe
Super Micro Computer Inc (NASDAQ:SMCI) shares are trading lower Wednesday after Bloomberg reported that Taiwanese prosecutors detained two Super Micro employees following a raid of the company’s local offices earlier this week tied to an alleged Nvidia Corp chip-smuggling probe. Super Micro Compu...
Dow Hits Record, Meta Soars On AI-Cloud Bet: Stock Market Today
The Dow Jones climbed to a fresh record high on Wednesday and software stocks surged, but a punishing semiconductor selloff dragged the Nasdaq 100 lower, leaving Wall Street sharply split down the middle as the AI trade fractured. The S&P 500 gained 0.3% near 7,518, while the Dow Jones Indust...
Nasdaq Falls Over 150 Points: Investor Sentiment Improves, Greed Index Remains In ‘Fear’ Zone
The CNN Money Fear and Greed index showed some improvement in the overall market sentiment, while the index remained in the “Fear” zone on Wednesday. U.S. stocks settled mostly lower on Wednesday, with the Nasdaq Composite falling more than 150 points during the session. Meta Platforms Inc. (NASD...
Trump Hails S&P 500's Best Quarter Since 2020 as US-Iran Indirect Talks Wrap Up
The U.S. stock market has closed out its most profitable quarter in six years, a milestone celebrated by President Donald Trump as indirect negotiations between the United States and Iran wrapped up in Qatar, easing global energy supply fears. A Tech-Driven Market Surge The S&P 500 surged nea...
Key Nvidia Supplier Foxconn Posts 40% Q2 Revenue Jump on AI Server Demand
Taiwan’s Foxconn, the world’s largest contract electronics maker, said it expects its overall operations to grow on a quarterly and annual basis after reporting a 40% year-on-year ‌rise in second-quarter revenue. Quarterly revenue for Nvidia Corp.’s (NASDAQ:NVDA) server assembly partner and Apple...
Consumer Tech (June 29-July 2): Microsoft Announces Layoffs, Meta & Google Sued In Several States & More
The Government of India has expressed concerns over Meta Platforms Inc. (NASDAQ:META) introducing usernames on its messaging platform, WhatsApp, citing a potential increase in cybercrime. Meta suffered a significant legal setback after a federal judge allowed most cl...
Benzinga Bulls and Bears: AeroVironment, Reddit, Oracle — And Stocks End Week on High Note
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks finished the week on a strong note, with the Dow Jones Industrial Average climbing to fresh record highs as investors rotated into industrials and other v...
Why Is Super Micro Computer Stock Falling on Tuesday?
Super Micro Computer Inc (NASDAQ:SMCI) stock is trading lower on Tuesday, driven by a global semiconductor sell-off and escalating regulatory concerns. The Nasdaq is down 2.16% while the S&P 500 has shed 0.72%, and Technology is the weakest sector on the day at a 3.1% loss. Global Semiconduct...
Samsung Selloff Sends Warning To US Investors; Amazon Enters AI Debt Binge
Samsung Warning Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows that...
Volatility to Dampen Dow Jones In Q3 As US Ceasefire With Iran Collapses
The collapse of the US peace deal with Iran has caused the Dow Jones Industrial Average (DJIA) to sink lower as a more volatile outlook appears to be the new standard for the index amid the latest wave of geopolitical uncertainty in the Middle East.  President Donald Trump announced on Tuesd...
Semiconductors Below Support; Fed Minutes Ahead; Trump Says Iran Ceasefire Is Over, But Will He Back Off?
Will President Trump Back Off? Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The c...
Nvidia, Vertex Pharmaceuticals And More On CNBC’s ‘Final Trades’
On CNBC’s “Halftime Report Final Trades,” Bryn Talkington, managing partner of Requisite Capital Management, named Roundhill Memory ETF (NASDAQ:DRAM) as her final trade. Jim Lebenthal, partner and chief market strategist at Cerity Partners, picked Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)...
Nvidia, Alibaba, Levi Strauss, MDA Space and Broadcom: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indices ended Wednesday on a mixed note, with the Dow Jones Industrial Average falling 1.09% to 52,348.39, the S&P 500 slipping 0.28% to 7,482.21, while the Nasdaq gained 0.2% to close at 25,870.65. These are the top stocks that gained the attention of retail traders and investors ...
SK Hynix 7X Oversubscription Boosts Semi Stocks; Earnings Season Ahead; Oil Pulls Back After Iran Attacks
Buying In Semis Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows that...
Nvidia, Citigroup, Live Nation And A Real Estate Stock: CNBC’s ‘Final Trades’
On CNBC’s “Halftime Report Final Trades,” Bryn Talkington, managing partner of Requisite Capital Management, named CBRE Group, Inc. (NYSE:CBRE) as her final trade. Evercore ISI Group analyst Steve Sakwa maintained an Outperform rating on CBRE Group on June 30 and lowered the price target from $17...
Semis Volatile As Traders Wait For SK Hynix's Discount To Micron To Close; US Approves Cryptobank
Watch SK Hynix Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows that ...
Taiwan Semiconductor’s AI Boom Rolls On: June Revenue Jumps 68%
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) reported a sharp increase in June revenue on Monday, reflecting continued demand for advanced chips used in artificial intelligence applications. Taiwan Semiconductor June Revenue Growth The world’s largest contract chipmaker said June consol...
Critical 4 Hours Ahead, Korea And Iran Drive Selling In US Markets
Important Data Ahead Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows...
'Nvidia halves Asia buyer list in China chip crackdown' - FT

Nasdaq Dips Over 400 Points Amid Renewed US-Iran Tensions: Greed Index Remains In ‘Fear' Zone
The CNN Money Fear and Greed index showed some improvement in the overall market sentiment, while the index remained in the “Fear” zone on Monday. U.S. stocks settled lower on Monday, with the Nasdaq Composite falling more than 400 points during the session amid a surge in oil prices. President D...
Nvidia Reportedly Cuts More Than Half of Its Asian AI Chip Customers Amid Tighter China Screening
Nvidia Corp. (NASDAQ:NVDA) has reportedly slashed the number of approved AI chip buyers across parts of Asia after introducing stricter compliance measures designed to prevent its advanced processors from reaching China. Nvidia Tightens Customer Screening Across Asia Nvidia has reduced by more th...
Reported Earlier: 'New York Becomes First State To Impose Data Center Moratorium; Gov. Kathy Hochul (D) Signed An Order To Block New Facilities For A Year' - Washington Post

'ZTE among Chinese firms licensed to purchase Nvidia's H200 chips, documents show' - Reuters Exclusive

'US official says shipments of H200 chips to China have begun' - Reuters

TSMC's 68% Sales Surge Just Validated This Billionaire's $9.5 Billion Bet
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) gave investors another reminder that the artificial intelligence boom remains alive and well. The world’s largest contract chipmaker reported a 67.9% year-over-year jump in June revenue on Monday, bringing first-half 2026 revenue to NT$2....
Bank Earnings Indicate Strong Economy; IBM Drops Dragging Software; Warsh Says No Tolerance For Inflation
Cooler Inflation Data Please click here for an enlarged chart of JPMorgan stock (JPM). Note the following: This article is about the big picture, not an individual stock.  The chart of JPM stock is being used to illustrate the point. JPMorgan is important because it is the largest bank in th...
Palantir Stock in Focus After a Busy Stretch of Partnerships, Analyst Activity
Palantir Technologies Inc. (NASDAQ:PLTR) has been in the spotlight over the past few weeks after a string of strategic partnership announcements and a wave of analyst activity. Palantir Technologies stock is trading near recent lows. Where is PLTR stock headed? Palantir, NVIDIA Bring AI to U...
What's Going on With AMD Stock Wednesday?
Advanced Micro Devices Inc. (NASDAQ:AMD) stock rose nearly 1% in Wednesday’s premarket session after several Wall Street firms raised their price forecasts, hedge funds increased exposure to semiconductor stocks, and reports of U.S. approval for certain AMD AI chips in China boosted sentiment. Na...
U.S. Official Says NVIDIA H200 Shipments to China Are 'Trivial'
NVIDIA Corp (NASDAQ:NVDA) stock traded lower by about half a percent during Wednesday’s premarket session as traders weigh a mixed tape in mega-cap tech even with risk appetite improving in index futures. Nasdaq futures are up 0.50% while S&P 500 futures have gained 0.27%. The stock drew fres...
Nvidia Starts H200 AI Chip Shipments to China as US Approves Limited Exports
A top U.S. trade official confirmed Tuesday that Nvidia Corp. (NASDAQ:NVDA) has officially begun shipping its powerful H200 artificial intelligence chips to China, according to a report, signaling a resumption of advanced hardware exports under strict case-by-case government licenses. Minimal Vol...
Morgan Stanley, JPMorgan, Invesco and a Key Tech Stock on CNBC’s ‘Final Trades’
On CNBC’s “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, named JPMorgan Chase & Co. (NYSE:JPM) as his final trade. Lending support to his choice, the bank, on Tuesday, reported second-quarter adjusted earnings of $6.14 per share, topping the co...
Why Is Twin Vee Powercats Stock Surging on Wednesday?
Twin Vee PowerCats Co. (NASDAQ:VEEE) stock is surging this week after the company announced a corporate restructuring and a definitive merger agreement to combine its public entity with a subsidiary of USFM Corporation. USFM Corporation operates as a developer of strategic mineral interests in Gr...
Apple Intelligence Finally Cleared for China: Here's Which Stocks Are Popping on the News
Apple Inc. (NASDAQ:AAPL) received Chinese regulatory approval for Apple Intelligence on Wednesday, ending a wait that began with the feature’s launch in 2024. Alibaba Group Holding (NYSE:BABA), whose Qwen model will power the service, rose more than 4% in premarket trading. Apple gained close to ...
57 Economists Wrong On Inflation; ASML Earnings Bring Optimism To AI Trade
Cooler PPI Please click here for an enlarged chart of ASML Holding NV (NASDAQ:ASML). Note the following: This article is about the big picture, not an individual stock.  The chart of ASML is being used to illustrate the point. ASML is important because ASML is the undisputed leader in extrem...
Jim Cramer Blames SK Hynix Chaos for TSMC Fall Despite 'Insanely Good' Q2 Earnings: 'A Casino of Emotions'
CNBC’s Jim Cramer warned Thursday that the semiconductor sector has morphed into a “casino of emotions,” pointing out that “insanely good TSMC numbers mean nothing” to a market suddenly fixated on the massive U.S. market debut of South Korean memory giant SK Hynix. His comments followed a surpris...
Reported July 15, USITC Institutes Section 337 Investigation Into Certain Dynamic Random Access Memory Devices

NVIDIA Partners With Noetra Corp To Build Vera Rubin AI Factory Using 13,750 Vera CPUs And 27,500 Rubin GPUs In Japan

TSMC Stock Slides Despite Crushing Q2 Estimates With Fifth Straight Record Profit
Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) delivered a fifth consecutive record quarterly profit, beating Wall Street expectations. At the time of writing, TSMC stock rose 1.23% to close at NT$2,470 ($76.72) in Taipei. TSMC Revenue, Profit Top Estimates TSMC reported second-quarter net inc...
Korea Drives Semi Stocks Lower Despite Solid Taiwan Semi Earnings; Apple Boosts China AI Models
Korea Leading Semiconductors  Please click here for an enlarged chart of Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM). Note the following: This article is about the big picture, not an individual stock.  The chart of TSM stock is being used to illustrate the point. Taiwan S...
Nvidia's Jensen Huang Announces AI Factory, Then Hands Out Red Bean Buns to Fans in Tokyo
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang paired a landmark AI infrastructure announcement in Japan with a fan-friendly appearance that underscored his growing celebrity status across Asia. Nvidia’s AI Factory Headlines Japan Visit Huang’s trip to Tokyo centered on a major partnership between N...
Consumer Tech (Jul 13-17): IBM Sees Worst Day On Record, Gemini 3.5 Pro Release Delayed, Uber Acquires Delivery Hero & More
President Donald Trump, hedge fund billionaire Bill Ackman and entrepreneur Anthony Pompliano criticized New York’s decision to temporarily halt approvals for new large-scale data centers. President Donald Trump‘s One Big Beautiful Bill Act cost the clean e...
Why Is Oracle Stock Falling on Monday?
Oracle Corp. (NYSE:ORCL) stock continues to face downward pressure on Monday as traders weigh the technology firm’s rising debt burden against its extensive artificial intelligence infrastructure investments. For context, the Nasdaq is up 1.15% while the S&P 500 has gained 0.43%. In a recent ...
IREN Stock Rally Sparks 40% Surge in Leveraged ETFs After $2.8 Billion AI Deal Win
Leveraged ETFs tied to IREN Ltd. (NASDAQ:IREN) surged as much as 40% on Monday, dramatically outperforming the underlying stock after the AI infrastructure company raised its long-term cloud revenue outlook and unveiled $2.8 billion in new customer contracts. • IREN stock is surging to new h...
Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Rise as Tech Stocks Lead the Rally—Nebius, Archer, IREN in Focus (UPDATED)
(Editor’s note: The ETFs data was updated.) U.S. stock futures advanced on Tuesday, as the Dow Jones, Nasdaq 100, and S&P 500 indices rose, following Monday’s lower close. The gains were led by a tech rally as Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ), an ETF directly designed to track the...
The NVIDIA Effect: Why AI Cloud Play Nebius Is Surging Right Now
Nebius Group N.V. (NASDAQ:NBIS) stock gained nearly 7% in Tuesday’s premarket trading after NVIDIA Corp. (NASDAQ:NVDA) disclosed a passive stake in the AI cloud infrastructure company. Nvidia Stake Lifts Sentiment Nebius stock gained after an SEC filing showed NVIDIA reported beneficial ownership...
NVIDIA Reports 9.3% Passive Stake In Nebius Group As Of July 13, 2026

Why Is Galaxy Digital Stock Surging On Tuesday?
Galaxy Digital Inc. (NASDAQ:GLXY) stock surged on Tuesday, driven by a sector-wide rebound in digital assets, artificial intelligence infrastructure equities, and corporate operational milestones. Bitcoin (CRYPTO: BTC) gained 3.56% over 24 hours to trade at $66,643.46, bringing its market capital...
Did Congress Waste Warsh Hearings on AI While Inflation Runs Hot? Cato Blasts Focus on 'Trendy Topics'
New Federal Reserve Chairman Kevin Warsh faced Congress last week for the first time, but a Cato Institute economist says lawmakers may have squandered their best chance to press him before rates move. In a commentary published Monday, Cato’s Jai Kedia argued an outsized share of the questioning ...
Nvidia, Goldman Sachs, UnitedHealth and an Energy Stock on CNBC’s ‘Final Trades’
On CNBC’s “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, named NVIDIA Corporation (NASDAQ:NVDA), which traded higher on Tuesday. According to recent news, NVIDIA expanded its NVIDIA Agent Toolkit by adding Omniverse libraries that help AI agents pr...
Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Fall As Chip Stocks Cool Down and Tesla, Alphabet Gear Up for Earnings— Super Micro, Capital One in Focus (UPDATED)
(Editor’s note: The ETFs data was updated.) U.S. stock futures tied to the Dow Jones, Nasdaq 100, and S&P 500 indices fell on Wednesday, following Tuesday’s higher close. Chip stocks were under pressure after stocks like Nvidia Corp. (NASDAQ:NVDA), Micron Technology Inc. (NASDAQ:MU), and Broa...
Bessent Wants Chinese AI Sanctioned, But Jensen Huang Says Distillation Is Learning
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang says American companies should “absolutely” use Chinese AI models. The White House disagrees: within hours of his comments, it accused Moonshot AI of stealing from Anthropic and accessing export-restricted Nvidia chips to build Kimi K3. The pressure sta...
Chip Stocks Retreat As Yemen’s Houthis Enter The War; Alphabet, Tesla Earnings Ahead
Red Sea Blockade Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows SOX...
UnitedHealth, Ardagh Metal Packaging, Nvidia And More: CNBC’s ‘Final Trades’
On CNBC’s “Halftime Report Final Trades,”Short Hills Capital Partners’ Stephen Weiss named UnitedHealth Group Incorporated (NYSE:UNH) as his final trade. Lending support to his choice, UnitedHealth, on July 16, reported better-than-expected second-quarter results and raised its full-year 2026 ear...
AI Becomes Nokia's Biggest Growth Story, CEO Warns Memory Shortages May Persist Through 2027
Nokia Corp. (NYSE:NOK) stock edged lower in premarket trading Thursday despite the telecom equipment maker reporting second-quarter results that topped Wall Street estimates, driven by strong demand for AI data center networking products. Nokia Earnings Beat Expectations The Finnish company repor...
Scott Bessent Says Open Source AI Not 'Open Season' on American Intellectual Property, Warns Chinese AI Firms of Sanctions
Treasury Secretary Scott Bessent on Wednesday warned that Chinese artificial intelligence companies could face sanctions and Entity List designations if they use “industrial-scale distillation attacks” that cross into intellectual property theft. Bessent Escalates Warning In a post on X, Bessent ...
Alphabet Just Took Its AI Chip Offensive Directly to Nvidia
Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) has opened a more direct front against Nvidia Corp. (NASDAQ:NVDA) in the AI chip market. Google began recognizing revenue from TPU-system sales during the second quarter of 2026. The milestone came after Google delivered the systems directly to customer ...
Market Selling As Houthis Open A New Front; Google AI Cash Burn; Tesla Humanoid Spending
Houthi Attacks Please click here for an enlarged chart of Alphabet Inc Class C (NASDAQ:GOOG). Note the following: This article is about the big picture, not an individual stock.  The chart of GOOG stock is being used to illustrate the point. The chart shows GOOG is gapping down after reporti...
STMicroelectronics Stock Sinks 18%: Weak Sales Outlook Drowns Out AI Growth Story
STMicroelectronics N.V. (NYSE:STM) stock fell sharply Thursday after the chipmaker issued an underwhelming third-quarter revenue outlook, overshadowing second-quarter results that topped Wall Street expectations. The semiconductor supplier to Apple Inc. (NASDAQ:AAPL) and Tesla Inc. (NASDAQ:TSLA) ...
AMD's Anthropic and OpenAI Deals Power $2 Trillion AI Ambitions
Advanced Micro Devices Inc. (NASDAQ:AMD) is pushing to unlock more value from AI infrastructure through large-scale Anthropic and OpenAI partnerships, new data-center products and deeper competition with NVIDIA Corp. (NASDAQ:NVDA). At a company event on Wednesday, AMD unveiled new data-center pro...
Why Wall Street Says Intel's Rich Valuation May Still Be Worth Paying
Intel Corp. (NASDAQ:INTC) stock gained in premarket trading on Friday after the chipmaker reported stronger-than-expected second-quarter results and issued third-quarter guidance above analyst estimates. Beats Estimates, Raises Outlook The chipmaker beat second-quarter expectations, with revenue ...
Nvidia Partnership Gets Amkor Technology (AMKR) Stock Trending: Here's What You Should Know
Amkor Technology Inc. (NASDAQ:AMKR) shares are trending on Thursday night. Shares of the Arizona-based chipmaker jumped 12.20% to $73.30 in Thursday’s after-hours session after the company announced a multi-year partnership with Nvidia (NASDAQ:NVDA) to develop advanced semiconductor packaging and...
Amkor Stock Jumps After Announcing $1.5 Billion Nvidia Partnership
Amkor Technology Inc. (NASDAQ:AMKR) shares are trading higher Friday after the company announced a multi-year strategic partnership with NVIDIA Corporation (NASDAQ:NVDA) to develop advanced semiconductor packaging and test technologies for AI and accelerated computing platforms. Amkor shares are ...
Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech Stocks Bleeding
CPUs For Agentic AI Please click here for an enlarged chart of Intel Corp (NASDAQ:INTC). Note the following: This article is about the big picture, not an individual stock.  The chart of INTC stock is being used to illustrate the point. The chart shows INTC stock is gapping up after good ear...
Why Is Nokia Stock Falling Friday?
Nokia Corp. (NYSE:NOK) stock declined Friday as a broader technology and semiconductor market sell-off, priced-in artificial intelligence optimism and supply chain warnings prompted a post-earnings pullback. The movement followed the company’s fiscal second-quarter earnings beat reported on Thurs...
How $100 Oil Just Repriced Tech: This Is Rotation, Not Liquidation—Confirmation Could Come Next Week
Brent closed at $100.69, the Mag 7 lost $938.7 billion, and Intel just flipped the after-hours script. Two facts that should not feel comfortable together: oil crossed $100 while the market’s most expensive growth stocks absorbed nearly $1 trillion in lost value. That is what happens when an infl...
Intel Slides Despite Strong Quarter as Street Weighs $20 Billion Capex Plan
Intel Corp. (NASDAQ:INTC) delivered its strongest revenue growth in more than 15 years on Thursday, but the stock slipped Friday in volatile trading. The chipmaker reported a 25% revenue jump to $16.1 billion against estimates of $14.4 billion, with adjusted earnings of 42 cents per share doublin...
Nvidia Deepens South Korea AI Push With $1 Billion NAVER Investment
NVIDIA Corp (NASDAQ:NVDA) plans to invest about $1 billion in NAVER Corp as part of a broader effort to expand artificial intelligence datacenter infrastructure in South Korea. Announced Saturday during South Korean President Lee Jae Myung‘s visit to the AI Summit in San Francisco, the project wo...
NVIDIA Announced Saturday A $1B Investment In S. Korea's Naver, Plus A Collaboration With SK Group For a $500B+ Initiative For AI Factories, Next-Generation Memory

Consumer Tech (July 20-24): AI Boom Drives Big Tech Earnings, Oracle Grabs $7B Defense Deal & More
The Indian government has directed GitHub to remove Jack Dorsey‘s Bitchat repositories amid the ongoing student protests in Delhi. Technology & Software The U.S. Defense Department awarded Oracle Corp (NYSE:ORCL) a 10-year, nearly $7 billion enterprise software agreement negoti...
'Nvidia Makes Multibillion Dollar Investment in Ilya Sutskever’s Safe Superintelligence' - The Information

Nvidia Stock Falls 5%: How Credit Risk Sharing Is Impacting the AI Trade
Nvidia Corp (NASDAQ:NVDA) shares are tumbling on Monday as the stock digests a potential shift toward financing AI buildouts. Nvidia stock is showing notable weakness. Why is NVDA stock falling? Nvidia’s Financing Talks with OpenAI Nvidia is in talks to guarantee financing for OpenAI’s Ohio campu...
Axe Compute Secures $1.5 Billion AI Deal Powered by Nvidia
Axe Compute Inc. (NASDAQ:AGPU) shares are up on Monday after news that the company secured a significant contract valued at over $1.5 billion for a dedicated AI infrastructure project. • Axe Compute shares are powering higher. Why is AGPU stock up today? Lands $1.5B AI Infrastructure Contrac...
Oil Crashes 8%, Chip Rout Weighs on Nasdaq 100: Stock Market Today
Crude oil cratered as much as 8% on Monday after Washington paused its strike campaign against Iran, but a brutal sell-off in semiconductors wiped out Wall Street’s early relief rally, leaving the major averages mixed ahead of Wednesday’s Federal Reserve decision and a wave of Magnificent Seven e...
Nvidia Employee Detained in Taiwan as Prosecutors Allege AI Chip Smuggling to China: Report (UPDATED)
(Editor’s note: This story has been updated to include Nvidia’s statement.) Taiwanese prosecutors have detained an Nvidia Corp. (NASDAQ:NVDA) employee as part of a widening investigation into the alleged smuggling of advanced AI chips to China in violation of U.S. export controls, a source famili...
'Nvidia Staff Detained by Taiwan in China Chip Smuggling Case' - Bloomberg

More Than $1 Trillion Wiped Out as China Chip Fears Slam Nvidia, SK Hynix, Micron and Memory Stocks: ETFs to Watch
More than $1 trillion was wiped from U.S. stocks on Monday, with over half of the losses concentrated in just six memory-related names as investors dumped the sector on fears that China could expand domestic chip production. Six Memory Stocks Lose $541 Billion in Value NVIDIA Corp (NASDAQ:NVDA) l...
Nvidia, Applied Digital, Celestica, T3 Defense Corp. and SanDisk: Why These Stocks Are on Investors' Radars Today
The major U.S. indexes finished Monday in mixed fashion as Wall Street digested softer oil prices and renewed hopes for diplomacy in the Middle East. The Dow Jones Industrial Average ended the day higher by 0.5% at 52,210.08, the S&P 500 inched up 0.02% to 7,413.18, while the Nasdaq fell 0.18...
Amkor Tech's Revenue Outlook Disappoints Investors, Stock Tanks
Amkor Technology Inc. (NASDAQ:AMKR) shares are trading lower after the company reported second quarter results and issued third quarter sales guidance below estimates. Earnings Snapshot Amkor reported quarterly earnings of 70 cents per share, which blew past the consensus estimate of 45...
SK Hynix’s Worst Month Since 2008: Should You Buy this Dip Ahead Of Earnings?
The last time SK Hynix Inc. (NASDAQ:SKHY) suffered a monthly decline this severe, Lehman Brothers had just collapsed. Shares of the South Korean memory giant have plunged roughly 41% this month, marking their worst monthly performance since October 2008. The selloff accelerated Tuesday, with the ...
Corning's AI-Fueled Expectations Crush the Stock
Corning Inc. (NYSE:GLW), a supplier of specialty glass for Apple Inc.’s iPhone and Apple Watch, stock fell sharply Tuesday despite reporting better-than-expected second-quarter 2026 results, as investors focused on revenue guidance that largely matched Wall Street expectations after a year of AI-...
Coherent, Lumentum, Ciena Stocks Fall After Corning Earnings Trigger Sector Selloff
Corning Inc. (NYSE:GLW) stock fell sharply Tuesday after the company reported second-quarter 2026 results that exceeded analyst estimates, as investors focused on third-quarter revenue guidance that was broadly in line with Wall Street expectations. The decline also weighed on several optical net...
Corning’s 15% Crash Hits a Lesser-Known AI Trade: These ETFs Are Under Pressure
The AI infrastructure trade faced a sharp reality check Tuesday as a selloff in optical component stocks spread to ETFs targeting a key but less-discussed part of the artificial intelligence boom: fiber optics and photonics. Shares of glass and fiber optics giant Corning Inc (NYSE:GLW) plunged 15...
Analyst Says AI Is Making SK Hynix Less Cyclical—and More Valuable
SK hynix Inc. (NASDAQ:SKHY) stock fell about 2% in Wednesday’s premarket session after tumbling 8.98% in the previous session. Investors continued to assess the company’s quarterly results, which included an operating profit miss despite robust AI memory demand. Nasdaq futures are up 0.22% while ...
Trump Administration Bans New Chinese AI Robots and Power Inverters Over National Security Fears: 'These Devices Could Create Supply Chain Vulnerabilities'
The Federal Communications Commission’s latest restrictions target emerging Chinese technologies that U.S. officials say could threaten America’s AI infrastructure, critical supply chains and cybersecurity. FCC Moves to Protect US AI Infrastructure On Tuesday, the Donald Trump administration unve...
SK Hynix Just Had Its Best Quarter Ever: The Stock Is Down 53% From Peak
SK hynix Inc. (NASDAQ:SKHY) earned more in three months than it did in all of 2025. Its shares are on track for their worst month since 2002. Both statements describe the same company in the aftermath of the second-quarter 2026 earnings report. The Icheon-based memory maker reported quarterly rev...
Johnson Controls Sees Data Centers Becoming One-Third Of Its Business
Johnson Controls International Plc (NYSE:JCI) stock was volatile in Wednesday trading after the building solutions company reported fiscal third-quarter 2026 results that topped Wall Street estimates and raised its full-year outlook. Adjusted earnings were $1.42 per share, beating the analyst con...
Trump Bans Chinese Humanoid Robots; Micron Competitor SK Hynix Creates Volatility; Fed Decision Looms
Fed Decision Ahead Please click here for an enlarged chart of SK Hynix Inc – ADR (NASDAQ:SKHY). Note the following: This article is about the big picture, not an individual stock.  The chart of SKHY stock is being used to illustrate the point. South Korea’s SK Hynix is one of the world’s thr...
Warsh Says Five-Year Inflation Fight Won’t End Fast as 30-Year Tops 5.2%: What Do Prediction Markets Say?
Federal Reserve Chairman Kevin Warsh held interest rates steady Wednesday for a fifth straight meeting, then told reporters that while the Fed "hasn’t done much in 42 days, the markets have done quite a bit." Pressed on whether the Fed was simply sitting still, Warsh insisted there was “nothing i...
AI Wunderkind Leopold Aschenbrenner's $20 Billion AI Hedge Fund Is Raising Cash After AI Rout
Leopold Aschenbrenner turned a viral essay about artificial intelligence into Situational Awareness, a $20 billion hedge fund that returned 439% net through June. This week, after losses in the AI selloff, he was asking his investors and lenders for more cash. He also offered some of them the cha...
Mark Zuckerberg Says Can't Rely on Open Source AI Models Right Now: 'We Think That There's Some Risk…'
Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg said the company will continue building its own frontier AI models rather than relying on third-party open-source alternatives, saying today’s open-source models lag behind the industry’s most advanced systems and that depending on other compa...
China Says US Humanoid Robot Ban 'Severely Damages' Relations—Here's How It Could Affect Elon Musk's Optimus: 'China Makes Half…'
Chinese authorities criticized the Donald Trump administration’s restrictions on foreign-made humanoid robots, saying that such a move heavily affects relations between the two countries. Damage To Trade Relations According to a CNBC report citing a statement by China’s Ministry of Commerce on Th...
'All Bark and No Bite': Peter Schiff Says Kevin Warsh Chose Inflation
The Federal Reserve held rates steady Wednesday, but the bond market pushed borrowing costs sharply higher, sending the 30-year Treasury yield to its highest level since 2007. Peter Schiff says the selloff exposed the gap between Kevin Warsh’s words and actions. “He can talk the talk, and he talk...
Stock Market Today: Microsoft Ignites Chip Rebound as SanDisk Jumps 24%
U.S. equities clawed back Wednesday’s post-Fed losses by midday Thursday, with a blowout cloud print from Microsoft Corp. (NASDAQ:MSFT) reviving the artificial intelligence trade and dragging beaten-down semiconductor names sharply higher. The Nasdaq 100 led with a 3.1% advance, th...
Nasdaq 100's Best Day Since May 2025: 10 Stocks Driving the Move
The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) surged 3.5% in afternoon trading, on pace for its best session since May 2025, when the Trump administration’s 90-day tariff pause with China unlea...
Samsung Profits Surge 1300%; 30-Year Bond Yield Highest Since 2007; Momo's Favorite Semi ETF Loses 70%
Egypt Fear Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that drove the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows that from the recent...
US Schools Are Ditching Chromebooks for MacBooks by the Thousands— Apple Just Named Names
Apple‘s (NASDAQ:AAPL) latest earnings call revealed a wave of K-12 districts abandoning Chromebooks and Windows machines in favor of the company’s new MacBook Neo, with Chief Financial Officer Kevan Parekh naming specific schools driving the shift. Districts Go All-In on MacBook Neo Parekh told a...
Microsoft Stock Eyes Best Week Since 2000: History Has a Warning for Buyers
Microsoft Corp. (NASDAQ:MSFT) added roughly $450 billion of market value on Thursday, the largest one-day market-cap gain any company has ever posted. Shares closed up 15.51%, lifting market capitalization to $3.35 trillion and eclipsing the previous record set by Nvidia Corp. (NASDAQ:NVDA), whic...
Why Is Micron Stock Falling on Friday?
Micron Technology Inc. (NASDAQ:MU) stock dropped on Friday morning, primarily driven by widespread sector profit-taking following an aggressive, short-lived relief rally earlier in the week. The Nasdaq is up 0.61% while the S&P 500 has gained 0.12%. The pressure follows the forced liquidation...
Wonder Boy Blowup Sparks Massive Semiconductor Rally, Korea Up 18%; Amazon Helps, Apple Disappoints
Semiconductor Rally Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that drove the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows a massive r...
Wall Street Questioned the AI Boom, Earnings Are Delivering: Here Are the ETFs You Should Watch Closely
Artificial intelligence is translating into record earnings surprises, with companies exposed to the AI ecosystem outperforming the broader market by a wide margin as second-quarter results roll in. AI-Exposed Companies Delivering Historic Earnings Beats The S&P 500 companies have beaten Wall...
S&P 500 Earnings Growth Hits 47.4%, Best Since 2021
The S&P 500 Index made a modest recovery in the last two consecutive days, reaching a high of 7,490, a few points below the all-time high of 7,616.  This recovery happened after the Federal Reserve delivered a relatively hawkish interest rate decision. Officials left rates unchanged at 3...
Benzinga Bulls And Bears: Amazon, Microsoft, SpaceX
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks closed a volatile week mixed as investors navigated a hawkish Federal Reserve, surging Treasury yields and sharply divergent earnings from the biggest tec...
CoreWeave Stock Jumps as AI Data-Center Demand Skyrockets Ahead of Q2 Earnings
Neocloud stocks led by CoreWeave, Inc. (NASDAQ:CRWV) gained by about 12% on Monday as stronger Big Tech earnings reinforced demand for AI data centers and optimism around major new long-term GPU computing contracts. The Nasdaq is up 1.35% while the S&P 500 has gained 1.10%. CoreWeave is a mod...
Yen Intervention And Falling Oil Help Stocks, But Selling In Korea Throws A Monkey Wrench
Falling Oil Please click here for an enlarged chart of United States Oil ETF (NYSE:USO). Note the following: Understanding the moves in oil are very important because they have been directly impacting bonds and moves in bonds in turn have been impacting the stock market. The chart shows the run u...
SpaceX Earnings Prediction Market Preview: What Will Elon Musk Say?
Elon Musk’s SpaceX (NASDAQ:SPCX) reports its first earnings as a public company after the bell today, with the call at 4:30 p.m. ET. Polymarket gives the company just a 34% chance of beating earnings. The more interesting action is on Kalshi, where Musk is so box-office that traders run two board...
Why Is Corning Stock Surging on Tuesday?
Corning Inc. (NYSE:GLW) stock is surging on Tuesday as part of a strong post-earnings relief rally. The move is further fueled by a major Wall Street upgrade following the stock’s recent decline. While the stock initially tumbled last week due to lighter-than-expected third-quarter sales guidance...
Stock Market Today: S&P 500, Dow and Nasdaq Futures Rise After Strong Monday Gains— McDonald's, AMD, Palantir in Focus
U.S. stock futures edged higher on Tuesday, extending the previous session’s gains after President Donald Trump said he would halt further military strikes on Iran, easing fears of a wider conflict in the Middle East and sending oil prices sharply lower. Dow futures rose about 0.2%, while S&P...
47% Earnings Growth? Not Really; Bezos Sells Amazon Stock; Strong Earnings From Palantir, Caterpillar
Earnings Movers Please click here for an enlarged chart of Amazon.com, Inc. (NASDAQ:AMZN). Note the following: This article is about the big picture, not an individual stock.  The chart of AMZN stock is being used to illustrate the point. The AMZN chart illustrates the contrast between how s...
How Intel's Earnings Turned AMD's Beat Into A Sell-Off
Advanced Micro Devices Inc. (NASDAQ:AMD) stock fell nearly 9% in premarket trading Wednesday as investors appeared to want a stronger forward outlook following the chipmaker’s second-quarter results. The sell-off came even after AMD reported second-quarter revenue of $11.54 billion, topping the W...
AMD CEO Lisa Su Says Meta, OpenAI and Anthropic Are Helping Improve the Entire AMD Ecosystem
Advanced Micro Devices Inc. (NASDAQ:AMD) is working closely with some of the biggest names in artificial intelligence (AI), with CEO Lisa Su saying Meta Platforms Inc. (NASDAQ:META), OpenAI and Anthropic are helping optimize their AI models on AMD’s platform in a collaboration that benefits the b...
SpaceX, AMD, Nvidia, Astera Labs and Autonomix Medical: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. stock indexes finished higher on Tuesday, with the Dow Jones Industrial Average climbing 1.71% to 54,085.88, the S&P 500 advancing 1.79% to 7,736.52 and the Nasdaq gaining 2.59% to 26,584.99. These are the top stocks that gained the attention of retail traders and investors through...
Gary Black Says Uber, Not Tesla or Waymo, Has the Best Shot at Bringing Robotaxis to the Masses
Investor Gary Black of The Future Fund LLC has backed ride-hailing giant Uber Technologies Inc. (NYSE:UBER) as his pick to lead the autonomous ride-hailing market ahead of the likes of Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo and Elon Musk‘s Tesla Inc. (NASDAQ:TSLA). Gary Black Says Ube...
Bigger Earnings, Bigger Drop: The Sandisk Selloff Explained
Sandisk Corporation (NASDAQ:SNDK) stock fell nearly 10% in Thursday’s premarket session as investors questioned whether the memory-chip maker can sustain its unusually high profit margins after posting stronger-than-expected quarterly results. The reaction contrasted with Sandisk’s quarterly perf...
World's Smartest Banker Warns Of Hidden Margin Debt; SanDisk, WDC Disappoint; SK Hynix's Flash Crash
Hidden Margin Debt Danger Please click here for an enalrged chart of SanDisk Corp (NASDAQ:SNDK). Note the following: Sandisk (SNDK) is important because it has been a leading stock due to explosive NAND memory demand for AI. Sandisk also has been one of the momo crowd’s favorite stocks. The chart...
Bloomberg Reported US Reviews China's Offshore Nvidia Chip Access After AI Gains

AMD Buys AI Chip Startup Taalas—Here's Why It Matters To NVDA Investors
Advanced Micro Devices (NASDAQ:AMD) said Thursday it will acquire Taalas, a Toronto startup that hardwires entire AI models directly into silicon, for an undisclosed amount. The deal targets inference, the business of running trained models, which AMD projects may grow more than 80% annually and ...
Chinese Buying Lifts Gold And Silver From Technical Support; Jobs Report Shocker And Iran Hopium Trigger Aggressive Stock Buying
Shocking Jobs Report Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows buying in the early trade in the stock market. The chart shows the stock market continues ...
Vistra Says Power Demand Growth Extends Beyond AI Data Centers
Vistra Corp. (NYSE:VST) stock traded little changed Friday after the power producer reported second-quarter revenue and earnings that missed Wall Street estimates, even as it posted stronger adjusted EBITDA growth and reaffirmed its full-year outlook. The Irving, Texas-based power producer report...
Taiwan Semiconductor’s Blockbuster Run Rolls On: July Revenue Surges 45%
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) reported a sharp increase in July revenue on Monday, extending strong growth from a year earlier. The chipmaker reported consolidated revenue of approximately 467.58 billion New Taiwan dollars for July, up 44.7% from 323.17 billion New Ta...
US-China AI War: Inside the Battle for Global Tech Dominance
The world’s two largest economies are locked in a fierce competition to win the global AI race. It’s a competition for military dominance, global power and who ultimately will shape the most “consequential technology” of the 21st century, spanning the full tech stack, cybersecurity, semiconductor...
'Wall Street Giants Partner With NVIDIA On $500B AI Financing Deal; A Consortium Including Apollo, Blackstone, BlackRock’s Unit, Brookfield , Goldman Sachs & KKR Entering A Partnership With NVIDIA' - Financial Times

NVIDIA's Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It
NVIDIA Corp. (NASDAQ:NVDA) stock gained nearly 1% in Tuesday’s premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments.The world’s most valuable chipmaker is seeking to turn AI infrastructure into a major financing opportunity as CEO Jense...
EXCLUSIVE: CPI Lands Tomorrow and Could Send PLTR, TSLA Surging—But Only if It's A 'Serious Shock,' Cato Economist Says
The July Consumer Price Index lands Wednesday at 8:30 a.m. ET, and traders are hoping a soft number can reignite momentum in high-beta names like Palantir Technologies Inc. (NASDAQ:PLTR) and Tesla Inc. (NASDAQ:TSLA). Cato Institute economist Jai Kedia doubts it. “It is unlikely that any meaningfu...
Supermicro's $60 Billion Backlog Meets its Audited Truth Test
Super Micro Computer, Inc. (NASDAQ:SMCI) has already given the market a preview of its upcoming earnings report, set to be released on Tuesday after market close. The company’s July 21 business update disclosed more than $60 billion in new orders and lifted gross margin guidance to 15%-17%, nearl...
FLY Stock Climbs Over 3% During Wednesday Pre-Market: What's Going On? (UPDATED)
Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. Shares of Firefly Aerospace Inc. (NASDAQ:FLY) climbed 3.13% during the pre-market trading session on Wednesday, following the company’s upbeat second-quarter results after the bell on Tuesday. ...
CoreWeave Stock Surges Over 18% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later' (UPDATED)
Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. On Tuesday, CoreWeave Inc. (NASDAQ:CRWV) shares jumped 18.47% in premarket trading on Wednesday after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp ...
CoreWeave Cashes in on the AI Gold Rush With a 25% Price Hike, and Customers are Still Lining Up: Vera Rubin Demand is 'Enormous'
CoreWeave Inc. (NASDAQ:CRWV) raised prices across its artificial intelligence computing offerings in July and is passing along rising hardware costs to customers, as demand continues to accelerate. A Quarter of Pricing Power CFO Nitin Agrawal told analysts on Tuesday’s earnings call that the...
Jim Cramer Asks if Wall Street's 'Long Knives' for Nvidia Should Stay Sheathed as CoreWeave Powers Neocloud Optimism
Jim Cramer said Tuesday that CoreWeave Inc.‘s (NASDAQ:CRWV) strength is lifting the broader neocloud group, questioning whether bearish sentiment toward Nvidia Corp. (NASDAQ:NVDA) can hold up. Cramer Questions Nvidia Bears “CoreWeave igniting all of the neo-clouds… Will the ‘long knives’ remain o...
NVIDIA to Report Q2 Earnings Later in August—Crypto Prediction Market Wagers on NVDA Closing Above $250 by Month-End
Even as NVIDIA Corp.’s (NASDAQ:NVDA) shares surge in August, cryptocurrency punters remain skeptical that the stock will finish the month at or above $250. Polymarket Wagers on NVDA The betting crowd on Polygon (CRYPTO: POL)-based Polymarket currently assigns only a&...
Neocloud Stocks Catch Fire As CoreWeave Doubles Revenue
Neocloud stocks are rallying Wednesday after a pair of blowout earnings reports from sector leaders CoreWeave Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) reinforced the scale of AI infrastructure demand. CRWV stock is racing higher. See the real-time price action here.  CoreWeave ...
What's Going On With Nvidia Stock on Wednesday?
Nvidia Corp. (NASDAQ:NVDA) shares moved higher Wednesday as investors focused on continued AI infrastructure spending, broader semiconductor momentum and the company’s upcoming earnings report. The company’s stock rose almost 3% as investors looked ahead to the company’s quarterly earnings report...
Why Is IREN Stock Surging on Wednesday?
IREN Limited (NASDAQ:IREN) stock traded higher on Wednesday, driven by sector momentum following quarterly earnings from Neocloud peers. CoreWeave Inc. (NASDAQ:CRWV) stock rose 18.2% after reporting second-quarter revenue of $2.58 billion, up 112% year-over-year.Nebius Group N.V. (NASDAQ:NBIS) st...
Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’
CoreWeave Inc (NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade D...
Super Micro, Lumentum, CoreWeave Earnings Highlight AI Infrastructure Demand; CPI Data Shows Stagflation Risks Remain
To gain an edge, this is what you need to know today. Surging AI Infrastructure Demand Please click here for an enlarged chart of Super Micro Computer Inc (NASDAQ:SMCI). Note the following: This article is about the big picture, not an individual stock.  The chart of SMCI stock is being used...
Lumentum Posts Solid Q4, Set To Hit $1.25B Revenue Target 3 Months Early
Shares of Lumentum Holdings Inc (NASDAQ:LITE) spiked in price on Wednesday, after the company reported fiscal fourth-quarter results. Here are the key analyst takeaways: TD Cowen analyst Sean O’Loughlin maintained a Hold rating, while raising the price target from $800 to $82s0. Rosenblatt Securi...
Stock Market Today: Nasdaq 100 Rises on Strong AI Earnings, Benign Inflation
A wall of blowout artificial intelligence infrastructure earnings pushed semiconductor and optical networking stocks sharply higher on Wednesday, dragging the Nasdaq 100 higher. A July inflation print that landed exactly on consensus did the rest, pulling Treasury yields lower across the curve an...
Cerebras Sees Neo-Clouds Breaking Away From NVIDIA Dependence — Calls 2027 Opportunity ‘Large’
Cerebras Systems Inc. (NASDAQ:CBRS) stock is falling in premarket trading Thursday after the company reported mixed second-quarter results after Wednesday’s market close.Cerebras Earnings SnapshotCerebras reported an adjusted loss of 4.5 cents per share, narrower than the analyst estimate for a l...
How To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA Using Technical Analysis
Good Morning Traders! Today’s economic calendar brings us the final major inflation data of the week before Friday’s University of Michigan sentiment report. At 8:30AM ET, markets will receive July PPI Final Demand, Core PPI excluding Food and Energy, and PPI excluding Food, Energy and Trade alon...
IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal
IREN Ltd. (NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp. (NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services deal. The milestone may be the clearest evidence yet that the com...
AI Demand Is Booming. So Why Are CBRS and CSCO Sinking?
Cerebras Systems Inc. (NASDAQ:CBRS) and Cisco Systems Inc. (NASDAQ:CSCO) were sinking Thursday despite both companies delivering fresh evidence that the AI infrastructure boom is alive and well. The problem may not be demand. It’s what investors now expect companies to do with it. Cerebras was do...
IREN Hands Microsoft Its First AI Cloud Deployment
IREN Limited (NASDAQ:IREN) stock jumped Thursday after the company delivered its Horizon 1 AI Cloud deployment to Microsoft Corporation (NASDAQ:MSFT). The milestone advances IREN’s $9.7 billion cloud services contract with Microsoft.The Nasdaq is up 1.27% while the S&P 500 has gained 0.58%.IR...
Smart Money Sells #1 Dow Stock; Hidden Inflation In PPI; Applied Materials Earnings To Tell A Key AI Story
Important Earnings Ahead Please click here for an enlarged chart of Cisco Systems Inc (NASDAQ:CSCO). Note the following: This article is about the big picture, not an individual stock.  The chart of CSCO stock is being used to illustrate the point. Cisco is important because it is an example...
Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity
CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. (NASDAQ:NVDA) H100 and B200 chips. The exchange wants to turn compute into a “standardized tradable commodity,” giving AI...
Dell Rallies 2% After Lenovo's AI Server Pipeline Hits $54 Billion, Fueling Nvidia Demand Optimism
Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong, following a bullish...
The ‘Right Tail’ for Stocks Just Got Better: Here’s the Number Behind It
The S&P 500 closed at a record 7,798.99 on Thursday, clearing 7,800 intraday for the first time, after two straight inflation reports came in cool enough to push a September rate hike out of the picture. One Wall Street analyst highlighted that the data did more than remove a threat. It widen...
Applied Materials Has Better Growth Prospects Than It Did 32% Ago; Retail Sales Stumble
Investor Traps Please click here for a chart of Applied Materials Inc (NASDAQ:AMAT). Note the following: This article about the big picture, not an individual stock.  The chart of AMAT stock is being used to illustrate the point.  Applied Materials is one of the largest semiconductor ma...
Why Is Nebius Stock Surging Friday?
Nebius Group N.V. (NASDAQ:NBIS) stock gained more than 8% on Friday as investors digested the AI cloud provider’s second-quarter results and signs of strong demand for computing capacity.The move came despite broader market weakness. The Nasdaq fell 0.41%, while the S&P 500 lost 0.27%.Revenue...
HIVE Stock Jumps After AI Cloud Deal - Here's Why
HIVE Digital Technologies Ltd. (NASDAQ:HIVE) shares rose about 8% in Monday premarket trading after the company announced a five-year GPU cloud services agreement worth approximately $350 million. BUZZ HPC Adds $70 Million in Annualized Revenue The five-year agreement with an investment-grade ent...
SanDisk Flips Crucial Resistance as Experts, Technicals Predict More Gains
SanDisk (NASDAQ:SNDK) stock has rebounded and flipped an important resistance level as memory companies stage a comeback. SNDK jumped to $1,662, its highest level since July 23rd. It has soared by 65% from its lowest level in July.  Analysts are Optimistic About SanDisk Stock as AI Spending ...
Consumer Tech (Aug 10-14): Trump Faces Federal Lawsuits, Apple & Alibaba To Create AI Model For China & More
Ukraine’s military intelligence service is warning that Russia is accelerating deployment of its planned Rassvet low-Earth-orbit satellite constellation, which could eventually provide Moscow with Starlink-like battlefield connectivity. Donald Trump is facing a federal lawsuit from two ...
NVIDIA’s Ohio AI Megadeal: OpenAI, 8 GW of Compute and a $1.5 Billion SB Energy Bet
NVIDIA Corp (NASDAQ:NVDA) stock gained by almost half a percent on Monday as traders stay selective in mega-cap tech while the broader tape is mixed. The Nasdaq is up 0.26% while the S&P 500 has shed 0.08%. The company is extending its AI strategy beyond chips by securing long-term data-cente...
SpaceX Stock Jumps After Multibillion-Dollar Stakes Revealed
Space Exploration Technologies Corp. (NASDAQ:SPCX) shares are trading higher and above their IPO price after a fresh batch of 13F filings showed several major institutions holding multibillion-dollar positions in the company. SpaceX shares are powering higher. Why are SPCX shares rallying? Google...
Cathie Wood Buys $22.8 Million of Nvidia Stock, Ark Invest Dumps AMD and Palantir Shares
On Monday, Cathie Wood-led Ark Invest executed significant trades involving NVIDIA Corp. (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD), and Palantir Technologies Inc. (NASDAQ:PLTR). The Nvidia Trade Ark Invest made substantial purchases of Nvidia shares across multi...
Nvidia Stock Dips Tuesday: What's Driving the Action?
Nvidia Corp. (NASDAQ:NVDA) shares are trading lower on Tuesday as futures point lower and traders continue to digest Monday’s announcement regarding the company’s push to lock in long-duration AI data-center capacity tied to OpenAI. Tuesday’s drop is likely due to rising geopolitical tensions, as...
Fabrinet Shares Tumble As Nvidia Datacom Weakness Overshadows Telecom Strength
Shares of Fabrinet (NYSE:FN) tanked in early trading on Tuesday, after the company reported its fiscal fourth-quarter results. Here are the key analyst takeaways: Rosenblatt Securities analyst Mike Genovese reaffirmed a Buy rating and price target of $750. Needham analyst Ryan Koontz reiterated a...
US Debt Nearing $40T; Home Depot earnings Better Than Expected
$40 Trillion Debt Please click here for an enlarged chart of Home Depot Inc (NYSE:HD). Note the following: This article is about the big picture, not an individual stock.  The chart of HD stock is being used to illustrate the point. The trendline on the chart shows HD stock has been in a dow...
NVIDIA Supplier SK Hynix Rolls Out $29 Billion Buyback After AI Spending Fears Hammer Stock
SK hynix Inc. (NASDAQ:SKHY) stock rose more than 5% in Wednesday premarket trading after falling 9.2% in the previous session. The rebound comes as investors weigh a major shareholder-return plan against concerns over AI spending and higher interest rates.Nasdaq futures fell 0.11%, while S&P ...
SKHY Stock Rips 6% in Premarket on $29 Billion Buyback Plan
SK Hynix Inc.’s U.S.-listed ADR (NASDAQ:SKHY) rose 5.56% in premarket trading on Wednesday after the South Korean memory chipmaker announced plans to buy back and cancel 40 trillion won ($29 billion) worth of its treasury shares. SKHY’s premarket rebound follows a 9.2% decline on Tuesday amid a b...
Nvidia’s H200 Chips Are Flowing Into China Again: ByteDance, Tencent Get Around 10,000 Each, Report Says
Limited batches of Nvidia Corp.’s (NASDAQ:NVDA) powerful H200 AI chips have been approved for shipment into mainland China, signaling a limited easing of restrictions on the advanced chips. ByteDance and Tencent Holdings Ltd. (OTC:TCEHY) have each received around 10,000 H200 processors in th...
Cerebras Stock Takes a Hit as New AI Server Targets Nvidia With Giant Chips and Faster Chatbot Queries
Cerebras Systems Inc. (NASDAQ:CBRS) has doubled down on its push to challenge Nvidia Corp (NASDAQ:NVDA) in AI inference with a new server system built around its massive wafer-scale chips. Cerebras Unveils New CS-4 AI Server On Tuesday, Cerebras unveiled the CS-4, a rack-scale AI system powered b...
Jim Cramer Slams Data Center Reliance on Leveraged Retail-Driven SK Hynix, Samsung Stocks: 'Decided By Them, Not Us'
CNBC host Jim Cramer sharply criticized the global AI data center supply chain’s heavy reliance on South Korean chipmakers SK Hynix Inc. (NASDAQ:SKHY) and Samsung Electronics, arguing their share prices are increasingly dictated by margin-trading retail investors. Retail Market Control In a serie...
Stripe’s $8 Billion OpenRouter Deal Reveals Where the AI ETF Trade Is Actually Expanding
Stripe’s $8-billion acquisition of AI model-routing startup OpenRouter is striking. Gurufocus highlighted that the price tag is more than six times OpenRouter’s valuation just three months ago. For ETF investors, however, the important question is not whether New York-based OpenRouter itself has ...
Broadcom Rival Marvell Surges After Google Strikes AI Chip Deal, Gets Option to Buy $12.2B Stake
Marvell Technology, Inc. (NASDAQ:MRVL) is up more than 5% Wednesday after revealing a sweeping custom chip agreement with Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) that could sharply expand its role in Google’s artificial intelligence infrastructure. As part of the deal, Google received a warran...
UPDATE: 'China Eases Limits On NVIDIA H200 Chips As AI Race Escalates' Was Reported Late Night August 18, 2026

'China Eases Limits On NVIDIA H200 Chips As AI Race Escalates; Beijing Permits Small Shipments To Help Leading Tech Groups In Drive To Catch Up With U.S. Rivals' - Financial Times

CoreWeave Lands Multibillion-Dollar Hudson River Deal as Wall Street Races for Nvidia Chips
CoreWeave Inc. (NASDAQ:CRWV) has landed a multibillion-dollar agreement with Hudson River Trading, intensifying Wall Street’s race for the newest AI chips from Nvidia Corp. (NASDAQ:NVDA).The multiyear deal gives Hudson River access to Nvidia’s Vera Rubin and B200 systems, according to a company a...
Why Is SK Hynix Stock Surging on Thursday?
SK Hynix Inc.’s (NASDAQ:SKHY) continued its upward momentum from Wednesday. The rally follows the South Korean memory chipmaker’s announcement of plans to buy back and cancel 40 trillion won ($29 billion) worth of its treasury stock. The Nasdaq is down 0.65% while the S&P 500 has shed 0.43% a...
Walmart's Outlook Signals Cautious Spending Ahead; Treasury Euphoria Fades; Samsung Soars; Bitcoin Shorts Crushed
Weakening Consumer Please click here for an enlarged chart of Walmart Inc (NASDAQ:WMT). Note the following: This article is about the big picture, not an individual stock.  The chart of WMT stock is being used to illustrate the point.  Walmart is the largest U.S. retailer, and thus its ...
Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures are trending lower early Monday as investors brace for a critical week featuring Nvidia Corp.‘s (NASDAQ:NVDA) highly anticipated earnings, a pivotal Federal Reserve speech at Jackson Hole, and intensifying economic warfare in the Middle East. The Polymarket (CRYPTO: POL) crowd ...
Nvidia Is Coming for OpenAI and DeepSeek With $6 Billion Poolside Deal to Build a Powerful Open-Weight AI Model: Report
Nvidia Corp (NASDAQ:NVDA) is making an aggressive push into AI models, striking a multibillion-dollar deal with Poolside to develop a powerful open-weight system aimed at rivals including OpenAI, Anthropic, DeepSeek and Kimi. Nvidia Bets $6 Billion on Poolside AI Technology Nvidia will pay $6 bil...
Top Catalysts for the Dow Jones and Nasdaq 100 This Week
US stocks have swung sharply in recent sessions as traders weigh growing unease over AI valuations against renewed pressure from the bond market, where Treasury yields have pushed to multi-decade highs. This article looks at the top catalysts for the Dow Jones and Nasdaq 100 indices this week. Do...
Benzinga Bulls and Bears: Ross, Moderna, Webull
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks ended a difficult week with a modest rebound Friday as investors tried to regain their footing following a sharp selloff driven by rising Treasury yields....
MRNA, SPCX, MSTR and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks during the week (Aug. 17 to Aug. 21) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow. Moderna Inc. (NASDAQ:MRNA), Walmart Inc. (NASDAQ:WMT), Strategy Inc. (NASDAQ:MSTR), Broadcom In...
Memory Stocks Slide as Trump Threatens 50% Tariffs on Canadian Autos, Steel in 2027: Stock Market Today
U.S. equities split down the middle at the start of a week loaded with catalysts, as an unwind in memory and optical-component stocks dragged the Nasdaq 100 lower. President Donald Trump escalated the trade fight with Ottawa in a Truth Social post, writing that on “January First, 2027, Tariffs on...
Trump’s 50% Canada Auto Tariff Shock: These ETFs Could Be in the Crosshairs
President Donald Trump’s latest tariff threat is giving investors a fresh reason to scrutinize auto-focused ETFs. Tariffs on Canadian cars, trucks, automotive parts and steel are set to rise to 50% on Jan. 1, 2027. That’s up from the current 25% auto tariff. The announcement followed the collapse...
Nvidia Manager Named ‘Key Figure’ in Alleged B300 GPU Smuggling to China, 8 Others Indicted in Taiwan Probe
Nine individuals, including employees from Nvidia Corp. (NASDAQ:NVDA) and Super Micro Computer Inc. (NASDAQ:SMCI), have been indicted by Taiwanese authorities for illicitly exporting high-end AI servers to mainland China. The prosecutors disclosed that the servers in question ...
Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures are edging higher early Tuesday as investors prepare for critical tech earnings and weigh new U.S. sanctions against Iran alongside incoming housing and consumer data. The Polymarket (CRYPTO: POL) crowd is leaning bullish for the Aug. 25 trading session. The “S&P 500 (SPX) ...
Nvidia, Bloom Energy, SanDisk, Expion Energy and Visa: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indexes finished Monday on a mixed note, with the Dow Jones Industrial Average gaining 0.26% to close at 53,417.16, while the S&P 500 slipped 0.28% to 7,652.86 and the Nasdaq fell 0.77% to 25,980.19. These are the top stocks that gained the attention of retail traders and investors...
What's Going On With Super Micro Computer Stock Tuesday?
Super Micro Computer Inc. (NASDAQ:SMCI) stock edged higher in Tuesday’s premarket trading as risk appetite remained firm. Nasdaq futures gained 0.83%, while S&P 500 futures rose 0.41%. The modest move reflected broader market strength rather than a new company-specific catalyst. Traders are w...
Bitcoin Tops $80,000, Oil Sinks As Navy Clears Hormuz Mines: Stock Market Today
U.S. equities edged higher Tuesday, clawing back part of Monday’s AI-infrastructure rout as chipmakers rebounded and a sharp slide in crude oil pulled Treasury yields lower. President Donald Trump said on Truth Social that the U.S. Navy removed “all mines” from the Strait of Hormuz. A day earlier...
Treasury Bond Buybacks Cannot Solve A Fiscal Problem; Nvidia Earnings And Inflation Data Expected Tomorrow
Key Data Ahead Please click here for an enlarged chart of Invesco QQQ Trust Series 1 (NASDAQ:QQQ). Note the following: The chart shows that QQQ did not reach the low band of zone 1 (resistance) before pulling back. The chart shows that this morning QQQ is rallying.  Buying in QQQ this mornin...
Wintermute: Bitcoin, XRP, Gold Benefited From 'Debasement Board' Last Week
Crypto and gold surged together last week while equities fell, prompting quant trading firm Wintermute to call Bitcoin‘s (CRYPTO: BTC) best week since March 2024 “a debasement board.” Wintermute’s weekly market update on X broke down the split between assets outside the fiscal complex and those p...
Stock Market Today: Dow Jones Futures Rise, S&P 500 Slips Ahead of NVDA Q2 Earnings and Fed's Preferred Inflation Data— Zoom, Intuit, Datavault AI in Focus
U.S. stock futures were mixed on Wednesday, as the Dow Jones index rose, while the S&P 500 and Nasdaq 100 indices slipped, following Tuesday’s higher close. Alongside Nvidia Corp.‘s (NASDAQ:NVDA) high-stakes second-quarter earnings report after the closing bell, investors are braced for a hea...
Dow Gains for Third Session as Treasury Yields Fall: Investor Sentiment Improves, Fear Index Remains in ‘Greed’ Zone
The CNN Money Fear and Greed Index showed an improvement in overall market sentiment, while the index remained in the “Greed” zone on Tuesday. U.S. stocks settled higher on Tuesday, with the Dow Jones index gaining more than 150 points during the session, recording its third consecutive winning s...
Nvidia, Zoom Communications and 3 Stocks to Watch Heading Into Wednesday
With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows: Wall Street expects Nvidia Corp. (NASDAQ:NVDA) to post quarterly earnings of $2.09 per share on revenue of $92.01 billion after the closing bell, according to dat...
Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures were mixed early Wednesday as Wall Street awaits Nvidia Corp.‘s (NASDAQ:NVDA) marquee earnings report, key PCE inflation data, and further developments surrounding the Strait of Hormuz. The Polymarket (CRYPTO: POL) crowd is evenly split for the Aug. 26 trading session. The “S&a...
Nasdaq 100 Falls as Hot PCE Inflation Stirs Rate-Hike Bets: Stock Market Today
U.S. equities drifted in a narrow band by midday Wednesday as investors refused to commit capital ahead of Nvidia Corp. (NASDAQ:NVDA)‘s after-the-bell results, while a hotter-than-forecast July inflation print revived talk of a September rate hike. The Personal Consumption Expenditures (PCE) pric...
The Fed Faces A Dangerous Choice For Investors; Nvidia Earnings Ahead
Dangerous Choice For Investors Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows the stock market is pulling back slightly after a slew of economic data. To the ...
Nvidia Expects Q3 GAAP, Non-GAAP Gross Margins To Be In Range Of 73.50% - 74.50%

NVIDIA Sees Q3 Sales $105.840B-$110.160B vs $104.196B Est

NVIDIA Q2 Adj. EPS $2.22 Beats $2.10 Estimate, Sales $96.221B Beat $92.179B Estimate

Jensen Huang Has a Message for NVDA Bears Betting on Open Models: 'Both Closed and Open Models Are Going to Succeed'
Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said the company is benefiting from the rapid rise of both open and closed AI models, arguing that the success of either approach ultimately drives demand for Nvidia’s computing infrastructure. Nvidia Sees Opportunity In Both Open And Closed AI During Nv...
Stock Market Today: S&P 500, Nasdaq 100 Futures Gain, While Dow Slips Following NVDA Blockbuster Q2 Report— CRM, CRWD, HPQ in Focus
U.S. stock futures were mixed on Thursday, as the Dow Jones index slipped, while the S&P 500 and Nasdaq 100 indices rose, following Wednesday’s lower close. Qatari Prime Minister Sheikh Mohammed bin Abdulrahman al-Thani is traveling to Tehran on Thursday to spearhead mediation efforts aimed a...
NVIDIA Is Still the AI Bellwether—And Rivals Aren’t Close
NVIDIA Corp. (NASDAQ:NVDA) stock is trading up more than 7% in Thursday’s premarket session as investors react to the company’s quarterly results and upbeat commentary on AI demand. The move follows a double beat and management’s message that the AI infrastructure buildout is “at full steam.”The ...
Nvidia Stock Climbs Over 7% in Thursday Pre-Market: What’s Lifting Micron, Intel and Other Chip Stocks?
Shares of Nvidia Corp. (NASDAQ:NVDA) climbed 7.41% during Thursday’s pre-market trading session, following the company’s robust revenue guidance after strong second-quarter results. At the same time, shares of Micron Technology Inc. (NASDAQ:MU), Intel Corp. (NASDAQ:INTC), Advanced Micro...
Nvidia's Earnings Smash Estimates, but Crypto Bettors Aren't Buying a $250 Close by Month-End
Cryptocurrency bettors are skeptical that NVIDIA Corp. (NASDAQ:NVDA) will close above $250 by the end of August, even as the AI giant’s blowout earnings continue to push the stock higher. Polyamarket Bets on NVDA’s August Close Polygon (CRYPTO: POL)-based Polymarket currently ...
Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures are trending higher early Thursday as Wall Street processes Nvidia Corp.‘s (NASDAQ:NVDA) highly anticipated earnings, strong durable goods data, and the resumption of diplomatic efforts in the Middle East. The Polymarket (CRYPTO: POL) crowd is leaning heavily bullish for the Au...
Dow Falls Over 100 Points Following PCE Inflation Data: Investor Sentiment Weakens, Fear & Greed Index Moves to ‘Neutral’ Zone
The CNN Money Fear and Greed Index showed a decline in overall market sentiment, while the index moved to the “Neutral” zone on Wednesday. U.S. stocks settled lower on Wednesday, with the Dow Jones index falling more than 100 points during the session following the release of PCE inflation data. ...
Nvidia, Best Buy and 3 Stocks to Watch Heading Into Thursday
With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows: Wall Street expects Best Buy Co. Inc. (NYSE:BBY) to post quarterly earnings of $1.38 per share on revenue of $9.59 billion before the opening bell, according to B...
Jim Cramer Says Nvidia Is 'Not Going to Stop Here' as Ross Gerber Sees NVDA Stock Hitting $450 as Analysts Dissect Q2 Earnings
Nvidia Corp’s (NASDAQ:NVDA) blockbuster second-quarter results have bullish investors doubling down, with Jim Cramer dismissing margin concerns and Ross Gerber arguing the AI chipmaker remains undervalued. Nvidia Q2 Earnings Beat Expectations Nvidia reported fiscal second-quarter revenue of $96.2...
Nvidia Revenue Set to Increase 18X in 4 Years; Analyst Says 'Never in History' Has a Company Grown This Fast
Nvidia Corp. (NASDAQ:NVDA) is on pace to deliver the fastest growth streak in corporate history, guiding for $108 billion in third-quarter revenue after a second quarter that crushed Wall Street’s expectations across the board. 1,730% Growth in Four Years If Nvidia delivers on its $108 billion th...
CrowdStrike Posts Best Quarter Ever, but Cathie Wood's Ark Sells Shares Amid Cloudflare, Cerebras Buys
On Wednesday, Cathie Wood-led Ark Invest made significant trades involving several prominent stocks, including Cloudflare Inc. (NYSE:NET), Cerebras Systems Inc. (NASDAQ:CBRS), Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:A...
Nvidia Pops 4.7% After Hours as Earnings Blowout Lifts Dow Futures 180 Points: Jensen Huang Says, 'Compute is Revenue'
Late Wednesday, U.S. stock futures climbed after Nvidia Corp (NASDAQ:NVDA) delivered a blockbuster earnings report, while oil prices eased following news of an Iran-Oman agreement involving the strategically important Strait of Hormuz. Dow Futures Rise as Nvidia Earnings Fuel Market Optimism Dow ...
Nvidia, Salesforce, CrowdStrike, Okta and Abercrombie & Fitch: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indices ended lower on Wednesday, with the Dow Jones Industrial Average falling 0.21% to 53,463.88, the S&P 500 slipping 0.02% to 7,675.70 and the Nasdaq declining 0.08% to 26,130.19. These are the top stocks that gained the attention of retail traders and investors through the day...
Nvidia's Real Story Isn't the Beat — It's What Kress Said About 2028
Nvidia Corp. (NASDAQ:NVDA) posted a fiscal second-quarter beat and third-quarter guidance ahead of estimates on Wednesday afternoon, but the number that moved shares came from further out on the calendar.  NVDA stock is up after earnings. See the chart and price action here.  Revenue fo...
NVIDIA CFO Says Co & Amazon Web Services To Deploy 2M Additional NVIDIA GPUs Across AWS’s Global Infrastructure In 2027–2028; Co & AWS To Build Data Centers For The U.S. Government That Include 100,000 GPUs On "Secure AWS Infrastructure"

NVIDIA Says During H1, Incurred $0.4B Charge Associated With H200 For Excess Inventory & Purchase Obligations, As Demand For H200 Products Diminished

Nvidia Q2 Highlights: Double Beat, Huang Says ‘AI Infrastructure Buildout is at Full Steam’
NVIDIA Corporation (NASDAQ:NVDA) reported second-quarter financial results Wednesday after market close. Here are the key highlights. Nvidia Q2 Earnings Nvidia reported second-quarter revenue of $96.22 billion, up 106% year-over-year. The revenue total beat a Street consensus estimate of $92.18 b...
Why Is Sandisk Stock Surging on Thursday?
Sandisk Corporation (NASDAQ:SNDK) stock moved higher on Thursday, driven by a sector-wide rally among memory chipmakers. The advance followed the second-quarter financial results of NVIDIA Corporation (NASDAQ:NVDA), which reported its earnings Wednesday after market close. Sandisk stock is reacti...
Nasdaq Surges 200 Points; Nvidia Posts Upbeat Q2 Results
U.S. stocks traded mostly higher this morning, with the Nasdaq Composite gaining around 200 points on Thursday. Following the market opening Thursday, the Dow traded down 0.01% to 53,457.46 while the NASDAQ climbed 0.77% to 26,332.01. The S&P 500 also rose, gaining, 0.27% to 7,696.27. Leading...
Why Is Arm Stock Surging on Thursday?
Arm Holdings PLC (NASDAQ:ARM) stock is surging on Thursday, primarily driven by blowout second-quarter earnings from NVIDIA Corporation (NASDAQ:NVDA) that ignited a broad rally across the semiconductor sector. Nasdaq futures are up 0.93% while S&P 500 futures have gained 0.41%.Nvidia Earnings...
Synopsys Posts Upbeat Q3 Results, Joins Okta, Veeva Systems, Crowdstrike And Other Big Stocks Moving Higher On Thursday
U.S. stocks were mostly higher, with the Nasdaq Composite gaining around 1% on Thursday. Shares of Synopsys Inc (NASDAQ:SNPS) rose sharply as the company reported strong third-quarter results and raised outlook. Synopsys reported quarterly earnings of $3.91 per share, which beat the analyst conse...
Inside Supermicro's Stock Gain: How NVIDIA's Record Q2 Drives Data Center Demand
Super Micro Computer, Inc. (NASDAQ:SMCI) stock gained over 3% on Thursday as NVIDIA Corp.’s (NASDAQ:NVDA) latest earnings reinforced optimism around AI infrastructure demand, while S&P 500 futures rose 0.50%. Nvidia and Supermicro are closely linked through AI infrastructure. Nvidia supplies ...
Why Is AMD Stock Trending Today?
Advanced Micro Devices Inc (NASDAQ:AMD) stock ticked lower on Thursday. The stock is trending on pin action after NVIDIA Corp’s (NASDAQ:NVDA) strong quarterly results kept investor attention on AI-chip demand and data-center spending. Nvidia Results Keep AMD In Focus Nvidia stock jumped more than...
QUICK SPARK: Nvidia Stock Adds $370 Billion Market Value, A Whole Coca-Cola
Nvidia Corporation (NASDAQ:NVDA) just created more than $370 billion in market value after reporting stronger-than-expected quarterly results.Shares jumped 7.32% to $225 shortly after Thursday’s market open, adding $371.7 billion to Nvidia’s market capitalization in a single session.That is rough...
Why Is Intel Stock Surging on Thursday?
Intel Corp. (NASDAQ:INTC) stock is surging on Thursday, lifted primarily by a broader semiconductor sector rally that followed strong financial results from NVIDIA Corporation (NASDAQ:NVDA). The Nasdaq is up 1.20% while the S&P 500 has gained 0.55%. Semiconductor Rally Sparked by Nvidia Beat ...
Nvidia's Unusual Move Answers AI Trade’s Key Question; $40 Trillion US Debt Bomb Ticks; Key Fed Speech Awaited
Nvidia’s Unusual Move Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: The chart shows that NVDA gapped up above the low band of Zone 1 (resistance). RSI on the chart shows that NVDA has room to run. Prudent investors should carefully watch whether NVDA ca...
Nvidia's Best Day Since April 2025, Cybersecurity Stocks Go Vertical: Stock Market Today
Nvidia Corp. (NASDAQ:NVDA)‘s forecast for a roughly 70% revenue surge next fiscal year sent the chipmaker up 9% Thursday, eyeing its best-performing day since April 2025. A staggering rally in cybersecurity stocks, fueled by optimism over agentic AI demand, has triggered an unusual shift beneath ...
Marvell Technology Stock Slides: Data Center Strength Overshadowed by Valuation Concerns
Marvell Technology, Inc (NASDAQ:MRVL) shares fell nearly 8% in Friday premarket trading as investors reset expectations after the company’s earnings report, despite continued data center strength and a stronger growth outlook.Marvell Beats Q2 Estimates, Raises Growth ExpectationsMarvell reported ...
Nasdaq Jumps Over 400 Points As Nvidia Shares Surge: Investor Sentiment Improves, Fear & Greed Index Moves To ‘Greed’ Zone
The CNN Money Fear and Greed index showed an improvement in overall market sentiment, with the index moving to the “Greed” zone on Thursday. U.S. stocks settled higher on Thursday, with the Nasdaq Composite gaining more than 400 points during the session following a surge in Nvidia Corp. (NASDAQ:...
Jensen Huang Passes Mark Zuckerberg, Larry Ellison: Here’s How Much Nvidia CEO is Worth
NVIDIA Corp (NASDAQ:NVDA) stock gained 8.7% Thursday on the heels of second-quarter financial results and guidance. The strong stock performance helped boost the net worth of Nvidia CEO Jensen Huang. • NVIDIA stock is showing upward bias. Where are NVDA shares going? Jensen Huang’s Net Worth...
Microsoft Runs On It, Nvidia Validates It: IREN CEO Says the Real Edge Is Owning the Entire AI Stack
Microsoft Corp (NASDAQ:MSFT) is already running AI workloads on IREN’s infrastructure. NVIDIA Corp (NASDAQ:NVDA) has now validated another layer of its platform. But according to co-CEO Daniel Roberts, those milestones point to a bigger story: in the AI infrastructure race, owning the entire stac...
'Blue Owl Leads $2.4 Billion Iren Debt Deal to Buy Nvidia’s Chips' - Bloomberg

Warsh Sparks Rate-Hike Bets, Nvidia Reaffirms AI Growth Story: This Week on Wall Street
Three catalysts drove the tape this week: Kevin Warsh‘s hawkish Jackson Hole debut, Nvidia Corp. (NASDAQ:NVDA)‘s blowout quarter, and a cybersecurity rally that rewrote the software trade. Warsh Doubles Down On The Inflation Fight Federal Reserve Chair Kevin Warsh used his first Jackson Hole keyn...
Stock Market Today: S&P 500, Dow Futures Fall as US-Iran Tensions Flare Up—WMT, RZLV, FNGR in Focus
U.S. stock futures were lower on Monday, as the Dow Jones, S&P 500 and Nasdaq 100 indices fell, following Friday’s lower close. Geopolitical and trade anxieties spiked over the weekend following U.S. military strikes on Iranian rocket launchers on Larak Island near the Strait of Hormuz, which...
S&P 500 and Dow Jones Outlook: Top Three Catalysts This Week
The S&P 500 and Dow Jones have moved sideways in the past few days and are both hovering near their all-time highs. The S&P 500 trades at 7,711 points, down from a record high of 7,820, while the Dow Jones has pulled back to 53,565 points, down from a record high of 54,753. This article l...
Weekend Tech Roundup: CXMT's 874% Revenue Surge, Apple's New Macs, Nvidia's Q2 Beat and More
The tech world was buzzing this week with a slew of exciting news. From ChangXin Memory Technologies (CXMT) shattering IPO expectations with a staggering 870% revenue surge to Apple Inc. unveiling its new Mac mini and Mac Studio with M6 and M5 Ultra chips, there was no shortage of ...
Consumer Tech (Aug. 24-28): Nvidia Q2 Earnings, Salesforce Rally, Trump Tariff Fears Rise & More
Nvidia Corp (NASDAQ:NVDA) posted a double beat on fiscal second-quarter earnings Wednesday and guided to $108 billion in third-quarter revenue, sending the stock up 8.7% in a single session and adding more than $370 billion in market value. Salesforce Inc (NYSE:CRM) followed a day later, with its...
5 Stocks Investors Couldn't Stop Buzzing About This Week: NVDA, MRVL, CRM and More
Retail investors talked up five hot stocks during the week (Aug. 24 to Aug. 28) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow. Nvidia Corp. (NASDAQ:NVDA), Marvell Technology Inc. (NASDAQ:MRVL), Salesforce Inc. (NYSE:CRM), ...
Benzinga Bulls and Bears: Nvidia, CrowdStrike, Intuit
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks ended the week with mixed results as investors balanced renewed optimism over artificial intelligence against rising expectations for Federal Reserve rate...
Take Two Interactive, Nvidia, Cheniere Energy And A Health Care Stock: CNBC’s ‘Final Trades’
On CNBC’s “Halftime Report Final Trades,” Kevin Simpson, founder and CEO of Capital Wealth Planning, picked Take-Two Interactive Software, Inc. (NASDAQ:TTWO). On the earnings front, Take-Two Interactive Software, on Aug. 7, reported better-than-expected first-quarter EPS results. Adjusted earning...
Nvidia Announces $3.5B Investment In MediaTek Convertible Bonds, Expands Collaboration Across AI Infrastructure, Local AI Computing And Automotive; MediaTek To Adopt NVLink Fusion Platform

Oil Rises As US Strikes Iran; Warsh's Hawkishness Reverberates; Weak Stock Market Seasonality Ahead
Oil Rising Please click here for an enlarged chart of United States Oil ETF (NYSE:USO). Note the following: The chart shows oil is rising this morning. The chart shows oil has risen significantly from the low in early July when optimism about the Iran deal prevailed. Oil is important because it c...
Nvidia's $3.5 Billion MediaTek Deal Revives the 'Circular Financing' Debate
Wall Street’s latest concern about Nvidia Corp (NASDAQ:NVDA) isn’t its valuation or AI demand—it’s whether the chipmaker is financing its own growth. Nvidia announced on Monday it will invest $3.5 billion in convertible bonds issued by Taiwanese chip designer MediaTek, deepening a partnership spa...
OpenAI Got $5.5B in SB Energy Warrants to Lease Nvidia-Backed AI Data Centers
OpenAI holds warrants in SoftBank Group subsidiary SB Energy now valued at roughly $5.5 billion, according to draft IPO documents reviewed by the Wall Street Journal on Monday. The disclosure shows how intertwined AI infrastructure financing has become. OpenAI is simultaneously an investor, custo...
SB Energy Filed For IPO, Applied To List On Nasdaq, Nasdaq Texas Under ‘SBE’; SoftBank Group Expected To Retain Significant Stake; NVIDIA To Purchase $1.50B Of Non-Voting Equity Securities In Private Placement

Stock Market Today: S&P 500, Dow Futures Drop After Trump Says Iran Is 'Totally Defeated', Brent Tops $92 — CBRS, PXS, PANW, DELL in Focus
U.S. stock futures declined on Tuesday, as the Dow Jones, S&P 500, and Nasdaq 100 indices fell, following Monday’s lower close. Rising Middle East tensions pushed Brent crude futures up 4.46% to $92.31 a barrel after President Donald Trump threatened further strikes against Iran while ruling ...
Anthropic Signs $35 Billion Cloud Agreement With Nvidia-Backed Lambda in Deal Where Chip Giant Holds the Lease: Report
Anthropic has reportedly signed a $35 billion cloud-computing agreement with Nvidia Corp (NASDAQ:NVDA)-backed Lambda, with the latter itself holding the lease for the Texas data center that will support the deal. Anthropic Locks In $35 Billion in AI Computing The deal will give Anthropic access t...
Reuters Reported Anthropic Signed ~$35B Cloud Deal With Lambda

Long Bond Again Dips Into Danger Zone—Highest Yield in Japan Since 1996—AI Trade Under Pressure
Long Bond In Danger Zone Please click here for an enlarged chart of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT). Note the following: The chart shows that TLT has dipped back into the danger zone.  It is not just the U.S.  A global bond route is taking place this morning.  Japan...
Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures are pointing to a slightly lower open early Wednesday as investors navigate escalating U.S.-Iran military exchanges, surging oil prices, and an influx of economic reports alongside major corporate earnings. The Polymarket (CRYPTO: POL) crowd is leaning slightly bullish for the ...
Jim Cramer Says 'WOW' as Dell Crushes Earnings; Patrick Moorhead Says the Company Is Doing 'Exactly What It Told Investors'
Dell Technologies Inc. (NYSE:DELL) blowout fiscal second-quarter results drew an emphatic "WOW" from Jim Cramer, while analyst Ben Bajarin said investors who like Nvidia Corp.’s (NASDAQ:NVDA) growth trajectory will "really" like Dell’s. Jim Cramer Says ‘WOW’ After Dell Earnings Dell closed at $42...
What Is Going On With Micron Tech Stock on Wednesday?
Micron Technology Inc. (NASDAQ:MU) remains in focus as strong AI-driven memory demand collides with labor tensions in Taiwan, potential semiconductor tariffs, and the company’s expanding U.S. investment plans. Micron Taiwan Faces Strike Risk Over Bonuses Micron Taiwan said it will distribute its ...
Nvidia Jumps On AI Bid, Software Stocks Dip: Stock Market Today
U.S. equities clawed back ground Wednesday, with the S&P 500 up 0.5% as a fresh wave of artificial intelligence dealmaking offset an ugly session for high-multiple software and cybersecurity stocks.  The S&P 500 rose 0.5% to 7,668.79, while the Dow Jones Industrial Average advanced 2...
Jim Cramer Sees Broadcom's Business Exploding as CEO Hock Tan Says Custom OpenAI Chip Beats Nvidia's Grace Blackwell at ‘Half the Cost’
Despite weak fourth-quarter guidance, Broadcom Inc.’s (NASDAQ:AVGO) management revealed a multi-year AI revenue outlook and touted its custom silicon, which “Mad Money” host Jim Cramer dubbed as an upcoming “explosion of business.” Meanwhile, CEO Hock Tan claimed in the earnings call that Broadco...
Why Is Broadcom Stock Falling Thursday?
Broadcom Inc. (NASDAQ:AVGO) stock fell more than 3% in Thursday’s premarket trading. Investors focused on the company’s soft outlook. Nasdaq futures were little changed while S&P 500 futures have gained 0.08%. The company reported fiscal third-quarter revenue of $29.59 billion after Wednesday...
Dow Jumps Around 300 Points Ahead Of Jobs Report: Investor Sentiment Improves, But Fear & Greed Index Remains In ‘Fear’ Zone
The CNN Money Fear and Greed Index showed an increase in overall market sentiment, while the index remained in the “Fear” zone on Wednesday. U.S. stocks settled higher on Wednesday, with the Dow Jones index gaining almost 300 points during the session. The U.S. said it launched overnight airstrik...
Snowflake, Broadcom, Hewlett Packard Enterprise, Palantir and Nvidia: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indexes closed higher on Wednesday, with the Dow Jones Industrial Average gaining 0.56% to 53,061.95, the S&P 500 rising 0.46% to 7,666.60 and the Nasdaq advancing 0.23% to 26,217.82.These are the top stocks that gained the attention of retail traders and investors throughout the d...
Nvidia Announces Deal To Acquire Hugging Face For $11.9B Plus Up To $1B Equity Retention Program; Expects Close In H1 2027, Commits To Keep Platform Open

Broadcom Q2 AI Revenue Grows Over 200%, Guidance Restricted By Supply Constraints
Shares of Broadcom Inc (NASDAQ:AVGO) tanked in early trading on Thursday, despite the company reporting upbeat fiscal third-quarter results Here are some key analyst takeaways: Rosenblatt Securities analyst Sajal Dogra reiterated a Buy rating, while raising the price target from $500 to $600. Can...
NVIDIA Buys Hugging Face, the Heart of Open-Source AI
NVIDIA Corp. (NASDAQ:NVDA) said Thursday it agreed to acquire Hugging Face for $12.93 billion, bringing one of the world’s largest open artificial intelligence developer platforms under the AI chip giant. The deal would combine the company’s computing infrastructure and engineering resources with...
Snowflake Signals Surging AI Data Cloud Demand; Broadcom Sees Strong Chip Demand Through 2028; Yen Strengthens
AI Trade Please click here for an enlarged chart of Snowflake Inc (NYSE:SNOW). Note the following: This article is about the big picture.  The chart of SNOW stock is being used to illustrate the point. Snowflake is important because its accelerating growth shows enterprise AI spending is bro...
Nvidia Confirms $12.9B Hugging Face Deal as Huang Lauds 'Growth Driver'
Nvidia Corp. (NASDAQ:NVDA) has confirmed its $12.93 billion acquisition of Hugging Face, betting that ownership of the world’s leading open-model hub can extend its influence beyond chips and deeper into how AI is built. CEO Jensen Huang said Hugging Face had attracted other potential buyers but ...
Nvidia, ServiceNow, Spotify And A Financial Stock On CNBC’s ‘Final Trades’
On CNBC’s “Halftime Report Final Trades,” Bryn Talkington, managing partner of Requisite Capital Management, picked Capital One Financial Corporation (NYSE:COF). Lending support to her choice, Wolfe Research analyst Darrin Peller maintained Capital One Financial with an Outperform rating on Aug. ...
Jim Cramer Says Buy the Magnificent Seven Again, Traders See Nvidia as Clear Winner
Jim Cramer says it is time to buy the Magnificent Seven again, arguing several of the stocks have become cheaper just as their huge AI investments start producing stronger growth. "We’re witnessing the revenge of the Magnificent Seven and most people don’t even seem to know it," Cramer said Thurs...
Deal Dispatch: Nvidia Buys Hugging Face for $12.9 Billion, Barilla Acquires Goodles, Park Place Partners Bankruptcy
New On The Block California utility company PG&E Corp. (NYSE:PCG) has launched a review of strategic alternatives, Reuters reported. The company said its board will evaluate regulatory, financial, operational, and strategic alternatives as it seeks to strengthen its balance sheet, while also ...
Bloom Energy Stock Faces Key Risks as Growth Fuels S&P 500 Index Inclusion
Bloom Energy (NYSE:BE) stock jumped to the crucial resistance level of $252 as investors cheered its S&P 500 Index inclusion. It has also rallied after its strong earnings report confirmed that demand from data center operators was still rising. It has soared by 180% this year. Bloom Energy S...
Foxconn Says Q3 Will Beat Expectations As AI Demand Surges, August Revenue Hits Record
Foxconn, the world’s largest contract electronics manufacturer, expects its third-quarter performance to outperform market expectations, citing surging artificial intelligence demand and seasonal strength in information and communication technology products as the industry enters its second-half ...
Nvidia, Oracle, KLA And An Industrial Stock: CNBC’s ‘Final Trades’
On CNBC’s “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, picked FTAI Aviation Ltd. (NASDAQ:FTAI). Supporting his choice, Morgan Stanley analyst Kristine Liwag, on Aug. 21, maintained FTAI Aviation with an Overweight ra...
China Commerce Ministry, On US Issuing Cybersecurity Announcements Related To Chinese AI Companies., Says China Firmly Opposes This; US Allegations Are Baseless; Distillation Is A Common Practice Among AI Models Globally, Including By US Firms; Heads Of State Of The Two Countries Have Agreed To Launch An Intergovernmental Dialogue On Artificial Intelligence; If U.S. Side Takes Action To Suppress Chinese AI Companies Under The Pretext Of Cracking Down On Distillation, China Will Take Resolute Countermeasures

Oil Surge and Carry Trade Weigh On Stocks; Apple Bets Big On $2K Foldable iPhone
Oil Surge Please click here for an enlarged chart of United States Oil ETF (NYSE:USO). Note the following: The chart shows USO is approaching zone 1 (resistance). The chart shows oil was previously in zone 1 when there was peak Iran fear. RSI on the chart shows oil is very overbought. Prudent inv...
No Acquisition, Same Prize? NVIDIA’s Groq Deal Faces DOJ Antitrust Probe
NVIDIA Corp. (NASDAQ:NVDA) stock edged lower in Thursday premarket trading as investors weighed a U.S. antitrust probe and a mixed tone across equity futures. Nasdaq futures fell less than 0.5%, while S&P 500 futures gained 0.11%.DOJ Probes NVIDIA-Groq DealThe Justice Department has launched ...
Trump’s $5K Free Money Could Be A Market Bonanza; China, Russia, Iran Leaders Meet In India; PPI Pushes Fed Rate-Hike Odds To 70%
Free Money Proposal Please click here for an enlarged chart of Invesco QQQ Trust Series 1 (NASDAQ:QQQ). Note the following: The chart shows QQQ has been vacillating between zone 1 (resistance) and zone 2 (support). The chart shows QQQ is seeing selling today in the early trade as rising oil and r...
Nvidia CEO Jensen Huang Said Nvidia Compute Is 'Fungible, Durable and Highly Rentable' — Now Oracle CEO Stands Impressed as 4-Year Old GPUs Fetch 20% Premium
Oracle Corp. (NYSE:ORCL) has echoed Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang’s bullish view on AI hardware longevity. Oracle Says Older GPUs Are Gaining Value During Oracle’s fiscal 2027 first-quarter earnings call, CEO Clay Magouyrk highlighted the continued strength of the company’s AI infras...
CPI Inflation Came Hot: Watch These Stocks If Kevin Warsh Hikes Next Week
Friday’s hotter-than-expected core inflation report has put a Federal Reserve rate hike firmly in play, leaving investors with a more useful question: which stocks could benefit if Chair Kevin Warsh delivers next week? And which might suffer? Polymarket traders put an 81% chance on a 25-basis-poi...
Dow Jones Index Outlook: Top Stock Market News This Week
The Dow Jones Index has slipped by over 4.1% from its all-time high as its biggest constituent companies lost momentum. It ended the week at 52,578 points and is still up by 10% this year. This article looks at the most important stock market news that may move the index this week.  Dow Jone...
Consumer Tech (Sep 7-11): Apple Launches First Foldable iPhone, XPeng Commissioned IRON Humanoid Robot Production & More
Sen. Bernie Sanders (I-Vt.) is escalating his push for tougher AI regulation after AI pioneer Geoffrey Hinton said the possibility of superintelligent AI killing humanity is difficult to quantify, but that a 10% chance is “not an unreasonable estimate.” On Thursday, Gov. Gavin Newsom (D-Calif.) s...
Benzinga Bulls and Bears: GameStop, Marvell, Robinhood
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks ended the week lower despite a Friday rebound, as surging oil prices, rising Treasury yields and growing expectations for a Federal Reserve rate hike pres...
Nasdaq Down Over 200 Points; Cellectis Shares Plunge
U.S. stocks traded lower this morning, with the Nasdaq Composite falling more than 200 points on Monday. Following the market opening Monday, the Dow traded down 0.28% to 52,425.60 while the NASDAQ dipped 0.94% to 26,085.97. The S&P 500 also fell, dropping, 0.60% to 7,611.29. Leading and Lagg...
Crude Oil Jumps 3%; Corning Shares Move Lower
U.S. stocks traded lower midway through trading, with the Dow Jones index falling around 0.2% on Monday. The Dow traded down 0.16% to 52,486.56 while the NASDAQ dipped 0.49% to 26,203.84. The S&P 500 also fell, dropping, 0.40% to 7,626.15. Leading and Lagging Sectors Communication services sh...
Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures are trending lower early Tuesday as Wall Street digests rising energy costs, refinery outages, and the start of a critical Federal Reserve policy meeting. The Polymarket (CRYPTO: POL) crowd is leaning heavily bearish for the Sept. 15 trading session. The “S&P 500 (SPX) Up o...
10-Year Treasury Yield At Highest Level Since 2007 As Fed Decision Looms
Market Positioning Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart is a 15 minute chart to illustrate the price action since three AI leaders advocated for an AI slo...
Nvidia, Broadcom Just Helped Break a 90-Year Earnings Trend—Now Comes the Hard Part
Strong quarterly results from Nvidia Corporation (NASDAQ:NVDA) and Broadcom Inc (NASDAQ:AVGO) show the AI trade continues to be alive and well. How alive is the AI trade? The strength of the sector is helping the S&P 500 do something not done in 90 years. AI Stock Strength Breaks 90-Year Tren...
Stocks Rise On Dovish Fed Hike Hopes—Strong Retail Sales Surprise
Dovish Hike Hopium Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows that the stock market is in zone 1 (support). The chart shows buying in the early trade in s...
Stock Market Today: S&P 500, Nasdaq 100 Futures Rise Despite 25 Bps Fed Rate Hike— SNAP, LEN, GNRC in Focus
U.S. stock futures advanced on Thursday, as the Dow Jones, S&P 500 and Nasdaq 100 indices rose, following Wednesday’s lower close. In a unanimous vote, all 12 Federal Open Market Committee members approved a 25-basis-point increase in the federal funds rate, bringing the target range to 3.75%...
Lucid Stock Gains on Bolt Deal To Deploy Autonomous Vehicles
Lucid Group, Inc. (NASDAQ:LCID) shares are trading higher by about 10% on Thursday. The company disclosed a strategic partnership with European shared mobility platform Bolt to develop and deploy SAE Level 4 autonomous mobility services across Europe. Lucid And Bolt Partner On Autonomous Vehicle ...
Triple Witching, Falling Oil, and Fed Hopium Drive Up Stocks, But Downside Risks Remain
Triple Witching Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows that yesterday the stock market fell below the low band of zone 2 (support) before recovering t...
Oracle, CoreWeave Dump on AI's $3.6 Trillion Financing Bill
CoreWeave (NASDAQ:CRWV) shares fell over 4% Thursday after the AI infrastructure company announced plans to raise $3 billion through convertible debt, with an option for another $500 million. The fresh financing comes as new research mapping $3.6 trillion across the AI industry highlights CoreWea...
This Crude Refiner Has Beaten Every Magnificent Seven Stock in the Last 2 Years
Investors who spent the past two years chasing the AI trade through Magnificent Seven stocks would have made far more money buying a company that turns crude oil into fuel. Valero Energy Corp. (NYSE:VLO) traded at $415 on Friday morning after setting a fresh record intraday high of $416.66. The s...
Bitcoin Tops $80,000, S&P 500 Slips as Yields Reclaim 5%: Stock Market Today
Bitcoin (CRYPTO: BTC) punched through $80,000 on Friday, driving a rally in crypto equities even as broader markets stalled under rising bond yields. Kansas City Fed President Jeffrey Schmid delivered a hawkish signal, defending rate hikes against sticky, broad-based inflation above 3%. Bond yiel...
Japan Outpaces S&P 500 By 81%—Yen Drops After BOJ Hike, Raising Spillover Risks For The US
Reaction To Japan Rate Hike Please click here for an enlarged chart comparing SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX) and iShares MSCI Japan ETF (NYSE:EWJ). Note the following: The chart shows Japan ETF EWJ has outperformed S&P...
Fed Raises Rates, Yields Hit 2007 Highs as Fuel Costs Set Records: This Week On Wall Street
The Federal Reserve raised interest rates Wednesday for the first time since 2023, lifting its benchmark a quarter point to 3.75%-4%. The vote was unanimous, 12-0, and 16 of the 18 policymakers who submitted forecasts penciled in at least one more increase this year. Inflation is running at 3.4%,...
Nvidia-backed Nscale Wants to Ride the AI Infrastructure Boom to Wall Street: Files for NYSE IPO
Nvidia (NASDAQ:NVDA)-backed British AI infrastructure provider Nscale filed for an initial public offering (IPO) on the New York Stock Exchange this week, seeking to list under the ticker “NSCL” as it rides explosive demand for computing power. Revenue Surges, but Losses Mount London-based Nscale...