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Nvidia faces a critical test as it reports earnings after market close amid high expectations. Meanwhile, Citadel Securities predicts Treasury yields will decline over coming months, potentially easi…
Fundstrat's Tom Lee predicts a major market rally if key catalysts clear, including Nvidia's upcoming Q2 earnings. Lee expects Nvidia's report to reinforce market conviction in the ongoing AI trade, …
US stocks pared intraday gains amid mixed consumer confidence and anticipation ahead of Nvidia's earnings and Jackson Hole. Nvidia advanced 1.7%, breaking its recent losing streak as markets eye its …
Asian and U.S. equities retreated as semiconductor and AI-related stocks faced selling pressure ahead of Nvidia's crucial earnings report. Investors expressed caution regarding AI valuations and retu…
Sandisk (SNDK) awaits Q4 earnings amid surging AI-driven demand for memory/storage. Stock up ~490% YTD, best S&P 500 performer, reflecting broader AI infrastructure bottleneck narrative benefiting ch…
Palantir's strong earnings reignited AI trade optimism, lifting Nasdaq 100 and S&P 500 futures as investors regain confidence in AI-related tech stocks.
US markets face a pivotal week with crucial labor data and Broadcom earnings. While AI-driven optimism supports the S&P 500, persistent inflation and rising bond yields remain significant headwinds t…
Meta, Microsoft, and Tesla prepare to report earnings, testing AI-driven market momentum amid broader Fed rate pause expectations and a shift towards small-caps.
US-Taiwan trade deal boosts Taiwan Semiconductor’s US investment, supporting AI sector growth and driving Nvidia and other AI stocks higher amid investor caution over accounting and investment risks.
Microsoft, Alphabet, Meta, and Amazon boost AI-related capital spending, signaling confidence in long-term growth despite investor caution about overcapacity risks.
Major megacap tech firms including Microsoft, Apple, Alphabet, Amazon, and Meta report earnings amid trade talks and expected Fed and central bank rate cuts influencing markets this week.
NVIDIA climbed after reaching a $4.5 trillion market cap as AI momentum continues; Tesla deliveries are expected to be strongest of the year ahead of EV tax credit expiration. Markets shrugged off a …