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NVIDIA warned that surging memory and optical component costs could compress second-half gross margins. While long-term demand remains robust with massive GPU requirements for next-gen AI models and …
European stocks advanced midday Tuesday, supported by declining bond yields, falling oil prices, and stronger German Ifo business sentiment data. Tech and bank shares led broad gains ahead of Nvidia'…
Bank of America reports a widening divergence between AI winners and losers. AI hardware and infrastructure leaders like Nvidia and Alphabet are generating massive revenue and EBITDA growth, whereas …
European markets traded sideways midday Monday, weighed down by a 1.5% drop in Brent crude and cautious sentiment ahead of Nvidia's earnings. Tech and energy shares lagged, pulling Wall Street future…
Global stocks and oil prices dipped as markets await US sanctions on Iran and Fed Chair Warsh's Jackson Hole address. Tech sentiment remains cautious ahead of high-stakes Nvidia earnings, while trade…
Nvidia dominates the AI chip market with strong revenue growth and a wide moat. However, despite a comparatively low P/E, the stock faces high expectations and potential disruption, suggesting invest…
NVIDIA is exploring a potential partnership or acquisition with AI chip startup Rebellions, continuing its strategy to expand its AI ecosystem dominance. This news comes ahead of its highly anticipat…
Nvidia rallies 1.66% ahead of earnings as bond yields ease on optimism over Iran oil talks. Tech sector benefits from reduced inflation concerns and AI sentiment strength.
U.S. stocks rose as Iran peace negotiations progressed and oil prices fell sharply. Treasury yields declined, and Nasdaq led gains ahead of Nvidia earnings. The dollar weakened from six-week highs am…
Nvidia shares surged 2.7% following Bank of America's price target hike to $320 and optimism about CEO Jensen Huang attending Trump's China summit, signaling potential eased AI chip export restrictio…
Nvidia's CEO will speak at the GTC AI conference amid a week packed with key U.S. economic data and Fed meetings. Market focus on AI innovation contrasts with mixed economic outlook, prompting cautio…
Nvidia's shares dipped slightly despite upbeat analyst expectations of strong earnings and OpenAI's massive $100 billion fund-raising, which could boost Nvidia's GPU sales and revenue growth signific…
Goldman Sachs highlights Nvidia's strong potential amid volatility, expecting a beat-and-raise quarter despite a high bar. Positive industry supply and demand support Nvidia's outlook for 2027, thoug…
Nvidia’s near-term outlook strengthens on robust AI-driven demand and strong sales growth at chipmaker TSMC boosting investor confidence ahead of Nvidia’s upcoming earnings report.
NVIDIA’s upcoming Q4 earnings are anticipated to be strong, driven by robust Data Center sales and stable EPS revisions, maintaining its AI leadership amid AMD’s solid but trailing performance.
Amazon’s earnings miss and massive 2026 capex plan weigh on shares, while Alphabet’s strong cloud growth boosts sentiment. Nvidia’s robust EPS and revenue estimates position it positively ahead of it…
Google plans a massive $185 billion AI investment in 2024, stressing innovation but raising concerns over unclear returns. Software stocks sank sharply amid AI adoption uncertainties, with Amazon and…
Fed's shift to easing policy and AI enthusiasm boost equity markets, benefiting NVIDIA ahead of earnings season despite inflation and tariff risks challenging the market.
Bank of America expects tech earnings growth to remain strong in 2025 and 2026, though market gains may broaden beyond AI-heavy stocks like Nvidia as investors begin to differentiate winners from wea…
Deutsche Bank highlights potential surprises in 2026, including AI-driven growth and inflation risks. Nvidia's strong earnings outlook faces risks if forecasts flatten, raising questions on the AI tr…