Strong Positive
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Slight Positive
Neutral
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Strong Negative
| Time | Symbol | Title | Source | Signal |
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NVDA
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Nvidia (NVDA) Dips After Mixed Q2 as Strong Blackwell Demand Meets Guidance Miss | Stock Story | Login to see the signal | |
Unpacking Q2 Earnings: Nvidia (NASDAQ:NVDA) In The Context Of Other Processors and Graphics Chips StocksSummaryNvidia posted 55.6% revenue growth and an EPS beat but slightly missed next-quarter revenue guidance; stock fell ~6% despite strong Blackwell AI demand. |
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NVDA
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Nvidia (NVDA) Gains From Mistral Funding as ASML Leads €1.7B Round | Dow Jones Newswires | Login to see the signal | |
ASML to Invest in Mistral, Valuing French AI Startup at $13.8 Billion — UpdateSummaryASML led a €1.7B funding round in Mistral AI, investing €1.3B for an 11% stake; Nvidia and other investors also participated. Mistral’s valuation doubled to about $13.8B and will collaborate with ASML to deploy AI across its product portfolio. |
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NVDA
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Nvidia (NVDA) Faces Profit-Taking as SoFi Launches Agentic AI ETF | Reuters | Login to see the signal | |
SoFi launches new AI-themed ETF as skepticism growsSummarySoFi launched an Agentic AI ETF targeting next‑gen AI companies, adding to crowded AI-themed fund supply while investors question lofty valuations of leaders like Nvidia amid recent profit-taking. |
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NVDA
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Nvidia (NVDA) Dips After Record Quarter as Data-Center Guidance Misses | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Micron Technology and NvidiaSummaryZacks highlights Micron as a top AI buy while Nvidia reported record revenue and EPS; NVDA shares dipped after data‑center revenue guidance narrowly missed, but Zacks says the AI bull case remains intact. |
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MSFT
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Marvell (MRVL) Slumps on Weak Data Center Outlook After Nvidia Earnings | Reuters | Login to see the signal | |
Marvell sinks as weak data center outlook stokes custom AI chip worriesSummaryMarvell plunged premarket after a weak data-center outlook and uneven custom AI chip sales; Nvidia's earnings raised demand concerns while Microsoft delayed its in-house chip rollout to 2028, highlighting cloud provider sourcing uncertainty. |
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NVDA
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Marvell (MRVL) Slumps on Weak Data Center Outlook After Nvidia Earnings | Reuters | Login to see the signal | |
Marvell sinks as weak data center outlook stokes custom AI chip worriesSummaryMarvell plunged premarket after a weak data-center outlook and uneven custom AI chip sales; Nvidia's earnings raised demand concerns while Microsoft delayed its in-house chip rollout to 2028, highlighting cloud provider sourcing uncertainty. |
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AMZN
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Marvell (MRVL) Slumps on Weak Data Center Outlook After Nvidia Earnings | Reuters | Login to see the signal | |
Marvell sinks as weak data center outlook stokes custom AI chip worriesSummaryMarvell plunged premarket after a weak data-center outlook and uneven custom AI chip sales; Nvidia's earnings raised demand concerns while Microsoft delayed its in-house chip rollout to 2028, highlighting cloud provider sourcing uncertainty. |
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NVDA
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Nvidia (NVDA) Soars on Strong Q3 Revenue Guidance as CEO Defends AI Spending | Reuters | Login to see the signal | |
Chipmaker Marvell's weak data center forecast prompts AI investors to dump its stockSummaryMarvell cut Q3 revenue forecast, missing estimates, while Nvidia delivered stronger-than-expected guidance and bullish CEO comments about expanding AI-chip demand. |
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NVDA
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Marvell Technology (MRVL) Tumbles on Q3 Revenue Forecast Below Estimates | Reuters | Login to see the signal | |
Chipmaker Marvell forecasts downbeat quarterly revenue, shares fallSummaryMarvell forecasted Q3 revenue below analysts' estimates, citing economic uncertainty and tariff concerns; shares dropped after-hours. Q2 revenue matched expectations. |
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NVDA
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NVIDIA (NVDA) Rebounds on China Blackwell Chip Talks; CEO Offers US Cut | Reuters | Login to see the signal | |
Nvidia CEO Jensen Huang Says He's In Talks With Trump Admin About Selling Blackwell AI Chip To China - Fox Business Reporter Liz Claman On XSummaryNVIDIA CEO Jensen Huang says he's negotiating with the Trump administration to allow Blackwell AI chip sales to China and is willing to give the U.S. government a cut to secure approval. |
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NVDA
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NVIDIA (NVDA) Holds Steady as QUBT Quantum Hype Soars in Analyst Blog | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights Quantum Computing, IonQ, Rigetti Computing, D-Wave Quantum and NVIDIASummaryZacks spotlights QUBT's photonic quantum progress and rapid gains but contrasts tiny revenues with NVIDIA's massive scale; analysts caution new investors and say long-term upside hinges on QUBT scaling and sustained revenue growth. |
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NVDA
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Nvidia (NVDA) Set to Soar on AI Rally Ahead of Wednesday Earnings | GuruFocus | Login to see the signal | |
AI Bull Run Has 2-4 Years Left, Says Top AnalystSummaryAn AI-focused manager expects Nvidia to beat revenue and EPS on Wednesday and says the AI rally has 2–4 years left, calling Nvidia’s valuation stretched but reasonable versus peers. |
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