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Ticker: NVDA
Ticker: NVDA
06:42am, Friday, Aug 29, 2025
Alibaba (BABA) is testing a domestically made, general-purpose AI inference chip to reduce reliance on Nvidia (NVDA) and TSMC (TSM), aiming to boost China cloud hardware autonomy amid U.S. export curbs.
09:00am, Thursday, Aug 28, 2025
UBS warns AI stocks are flirting with a dot‑com‑era bubble as US tech trades >35x P/E. Meta, Alphabet, Amazon and Microsoft plan ~$350B capex; reliance on future revenue, falling CFROI and profit concentration raise volatility risk.
08:22am, Thursday, Aug 28, 2025
Nvidia (NVDA) beat with adj. EPS $1.05 on $46.74B vs. LSEG $1.01/$46.06B, but data‑center revenue missed. Analysts mostly raised targets (Jefferies $205, JPM $215, Bernstein $225, Loop $250) and stayed bullish on AI demand.
05:01pm, Wednesday, Aug 27, 2025
NVIDIA Corporation (NASDAQ: NVDA) - Q2 FY2026 snapshot
Quick take:
NVIDIA's results show a continued AI-led revenue surge driven by Data Center (Blackwell) products, strong cash generation and aggressive capital returns - offset by export-control friction around H20, large inventory buildup and r...
12:33pm, Wednesday, Aug 27, 2025
London stocks slipped: FTSE 100 -0.1%, FTSE 250 -0.3%. Banks hit (NatWest -2.5%) after U.S. comments on Fed governor Lisa Cook raised independence concerns. Hochschild plunged; JD Sports rose. Nvidia earnings awaited.
12:24pm, Wednesday, Aug 27, 2025
Nvidia (NVDA) reports fiscal Q2 after the bell: Street sees ~$1.01 EPS on $46.02B revenue (+53% YoY). Traders will parse Blackwell rack production, data‑center demand (88% of rev) and China/H20 guidance.
08:04am, Wednesday, Aug 27, 2025
Premarket movers: NVDA +0.6% ahead of earnings; KSS +16% raises FY outlook; MDB +30% on beat/strong guide; SJM -5% on weak profit outlook. Earnings-driven gaps spike volatility, flows and option activity.
05:16am, Wednesday, Aug 27, 2025
Nvidia (NVDA) Q2 earnings Aug 27: revenue est. $46.45B, adj. EPS $1.01. Wall Street largely bullish, but China export curbs could shave up to $8B. Strong print or cautious guidance may trigger volatility in AI chip stocks.
03:13am, Tuesday, Aug 26, 2025
Apple (AAPL) is pacing on AI-favoring on‑device privacy and polished rollouts-while MSFT, NVDA and GOOGL sprint cloud‑first. Apple's scale and services cushion risk, but caution could cede developer mindshare and AI revenue.
07:20am, Monday, Aug 25, 2025
Stifel lifts Nvidia (NVDA) PT to $212 (≈19% upside), citing strong GB300 demand, ~50% FP4 gains, cloud CapEx and a likely modest Q2 beat. Market bullish: 58/65 analysts buy; shares +33% YTD.
06:16am, Monday, Aug 25, 2025
Donald Trump-backed $8.9B buys 9.9% of Intel (INTC) via CHIPS Act equity, boosting stock but not solving yield, customer or execution problems. Government is largest shareholder with warrants; cash aids liquidity, not foundry tech or contracts.
08:25am, Monday, Aug 18, 2025
Research: AI could add ~$920B/yr to S&P 500 profits and boost market value $13-$16T (24-29%). ~$3T capex to 2028. Sector winners: retail, real estate, transport, health; infrastructure plays (NVDA, MSFT, AMZN). Timing, valuation & regulatory risks.
08:41am, Thursday, Aug 14, 2025
Nvidia's H20 chip became a geopolitical flashpoint: U.S. export controls on high-end AI silicon to China threaten NVDA revenue, reshape supply chains, spur Chinese rivals and raise regulation-driven market risk.
07:15am, Wednesday, Aug 13, 2025
Perplexity AI made an unsolicited $34.5B all-cash bid for Google's Chrome, pledging $3B and to keep Chromium open-source. Backed by investors including Nvidia and SoftBank, the move intensifies the AI-search antitrust fight and could rattle GOOGL.
09:31am, Monday, Aug 11, 2025
Gold fell ~1% to $3,365/oz as easing geopolitical tensions and tariff clarifications cut safe‑haven demand. Traders await Tuesday's U.S. CPI. Futures near $3,420; tech strength lifts risk appetite.
09:28am, Monday, Aug 11, 2025
Wells Fargo lifts Nvidia (NVDA) target to $220 from $185, implying ~20% upside ahead of F2Q26 earnings on Aug. 27. Analyst cites possible China H20 sales restart via export licenses and a potential ~$8B/quarter revenue recovery.
10:53am, Monday, Aug 04, 2025
Wall Street rebounds as Fed rate cut hopes rise after weak jobs data. Dow gains 135 points; Apple and Nvidia lead tech rally. Growth stocks Joby Aviation and Blade Air soar, while energy lags. Market eyes upcoming earnings amid cautious optimism.
10:51am, Monday, Aug 04, 2025
Mega-cap stocks surged Monday with Palantir (+3%), Google (+2.8%), AMD, and Nvidia leading gains amid earnings and rate cut optimism. Mid- and small-caps saw sharp moves, including IDEXX (+25%) and CommScope (+67%) on strong Q2 results.
08:17am, Thursday, Jul 31, 2025
China's regulators questioned Nvidia (NASDAQ: NVDA) over privacy risks in its AI H20 chips amid U.S. export controls and anti-monopoly probes. Despite scrutiny, Nvidia's stock rises as demand and geopolitical tensions shape its China market outlook.
07:15am, Wednesday, Jul 30, 2025
Morgan Stanley Lifts Nvidia Price Target 14% to $200 on AI Surge, AMD and Broadcom Also in Spotlight
Morgan Stanley raised Nvidia's price target to $200, citing strong AI demand and the upcoming Blackwell GPU launch. AMD and Broadcom also saw target hikes, signaling robust momentum for AI-driven semiconductor stocks ahead.
06:07am, Monday, Jul 28, 2025
Tesla inks $16.5B deal with Samsung to produce AI6 chips at new Texas fab, boosting Samsung's foundry prospects and securing Tesla's future chip supply for AI and autonomous driving. Samsung shares jump 6% post-announcement.
04:12am, Friday, Jul 25, 2025
Intel (INTC) shares dropped nearly 6% after a gloomy Q3 forecast and plans to cut 22% of its workforce by year-end, signaling deep restructuring amid fierce competition in semiconductors and challenges in regaining market momentum.
06:12am, Tuesday, Jul 22, 2025
Silicon Valley's xLight raises $40M to develop next-gen EUV laser tech, aiming to boost U.S. chip manufacturing amid rising competition from China and break Europe's ASML monopoly in advanced semiconductor tools.
02:47am, Monday, Jul 21, 2025
JPMorgan expects semiconductor Q2 earnings to meet or exceed forecasts, driven by AI demand and inventory build-up. Key players like Nvidia, Broadcom, and Marvell gain, but trade tensions and tariffs pose risks for H2 2025.
03:47am, Thursday, Jul 17, 2025
TSMC (NYSE: TSM) posted a record $13.5B Q2 profit, driven by AI chip demand and beating forecasts. Despite trade and currency risks, it projects strong Q3 revenue growth, backed by major clients like Apple and Nvidia.
08:38am, Wednesday, Jul 16, 2025
Chinese firms like Tencent and ByteDance move to secure Nvidia's H20 AI chips as export restrictions ease. Nvidia and AMD shares jump on hopes of resumed China sales, potentially adding $15B-$20B in revenue amid ongoing US-China tech tensions.
09:26am, Thursday, Jun 26, 2025
Cyngn Inc. (NASDAQ: CYN) shares soared 130% after being highlighted by NVIDIA (NASDAQ: NVDA) for its innovative robotics solutions using NVIDIA's Isaac platform. As anticipation grows for Automatica 2025, Cyngn aims to transform industrial automation with its advanced vehicles.
06:46am, Thursday, Jun 12, 2025
Xpeng (NYSE: XPEV) enhances its collaboration with Volkswagen (GER: VOW) by developing advanced chip technology, potentially outperforming Nvidia's. This partnership may bolster both companies' market positions, attracting trader interest in future shares.
09:00am, Wednesday, Jun 11, 2025
Nvidia's Bold Pivot to Sovereign AI: A Strategic Move Amidst Global Challenges and Market Volatility
Nvidia (NASDAQ: NVDA) is pivoting towards sovereign AI to navigate global security and regulatory challenges, especially in the strained Chinese market. This strategic shift could enhance its market position and serve as a growth catalyst. Traders should monitor its implications closely.
07:46am, Monday, Jun 09, 2025
Nvidia's CEO Jensen Huang hailed the U.K. as an ideal hub for AI investment, citing its strong startup ecosystem. Nvidia plans to invest further and establish a U.K. AI forum, aligning with PM Starmer's strategy to boost domestic AI capabilities. Traders should watch for emerging opportunities.
06:27am, Thursday, Jun 05, 2025
Nvidia (NASDAQ: NVDA) reaffirms its tech leadership as Daiwa Capital Markets raises its price target from $115 to $165, forecasting a 16% upside. Strong Q1 results and AI demand signal a potential rally. Analyst consensus remains bullish with 59 out of 65 recommending a buy.
06:03am, Thursday, Jun 05, 2025
Broadcom (NASDAQ: AVGO) is set to report Q2 fiscal 2025 results on June 5, projecting revenues of $14.9B. Analysts expect strong AI-driven growth, with a 19.5% year-over-year revenue increase. AVGO shares have gained 7.3% YTD, but are currently seen as overvalued.
05:01pm, Wednesday, May 28, 2025
NVIDIA Corporation (NASDAQ: NVDA) has reported its earnings for the first quarter of fiscal year 2026, highlighted by significant growth and notable challenges related to export controls.
Key Highlights from Q1 2026:
Revenue: $44.1 billion, a 69% increase year-over-year and 12% sequentially.
Net...
09:35am, Wednesday, May 28, 2025
Macy’s stock rose 2% after an earnings beat, despite a lowered profit outlook. In contrast, Okta fell 10% despite meeting expectations. Notable gains included Vail Resorts (+12%), Abercrombie (+26%), and Box (+11%). GameStop rose 3% on bitcoin acquisition news.
09:10am, Wednesday, May 28, 2025
Wall Street's focus on AI is heating up as investors eye earnings from Nvidia and Salesforce. Strategies vary, with optimism for Nvidia despite tariff concerns. Some believe small-cap stocks may benefit from AI advancements. Traders should explore these insights.
08:14am, Tuesday, May 27, 2025
Nvidia (NASDAQ: NVDA) is set to release earnings tomorrow. Analysts expect a 66.5% revenue increase to $43.37 billion, despite a slowdown from last year's growth. Confidence in Nvidia remains high, with a 20.6% stock rise this month amid AI developments.
07:23am, Monday, May 26, 2025
Nvidia (NASDAQ: NVDA) plans to launch a budget-friendly Blackwell AI chip for China, priced between $6,500 and $8,000, amid U.S. export restrictions. With a drop in market share from 95% to 50%, can Nvidia regain its edge in a competitive landscape?
08:06am, Friday, May 23, 2025
As Nvidia (NASDAQ: NVDA) prepares for its earnings report, traders are wary of rising U.S. Treasury yields and national debt concerns. With a projected 45% earnings boost, Nvidia's results could shape market sentiment, particularly in the AI sector.
06:51am, Monday, May 19, 2025
Microsoft (NASDAQ: MSFT) is focusing on AI investments with $64 billion allocated for 2025 to enhance data center infrastructure. Despite market challenges, its stock is up 30% this year. The company is shifting its approach with OpenAI while ramping up Azure AI services, raising questions for in...