High expectations for artificial intelligence growth remain a potential risk, as market valuations for leading technology companies appear overextended.
Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%.

Lumentum: The Nvidia Moment

10:58am, Tuesday, 07'th Apr 2026
Lumentum (LITE) has surged over 1400% as it becomes essential to AI infrastructure, enabling high-speed optical data movement beyond copper's limits. LITE's direct alignment with hyperscalers and Nvid
The Magnificent 7 — Apple ( NASDAQ:AAPL | AAPL Price Prediction ), Amazon ( NASDAQ:AMZN ), Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ), Meta Platforms ( NASDAQ:META ), Microsoft ( NASDAQ:MSFT ), Nvidia
WEST PALM BEACH, Fla.--(BUSINESS WIRE)--Vultr, the world's largest privately-held cloud infrastructure company, announced today that it is among the first to become an NVIDIA Exemplar Cloud, achieving
Top insights from the latest market news from Tuesday, April 7, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.

Nvidia Stock Drops as Iran War Heats Up

08:43am, Tuesday, 07'th Apr 2026
Shares took a leg lower on reports Kharg Island had been hit.
Good Morning Traders!
Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here where AI will take the lead.
Buy the dip in tech stocks as the Iran war drags on, analyst Peter Oppenheimer said.
Prediction markets are estimating that Nvidia (NASDAQ: NVDA) stock is likely to trade below $200 by the end of April as the equity continues to face volatility.
SAN FRANCISCO, April 07, 2026 (GLOBE NEWSWIRE) -- Serve Robotics Inc. (Nasdaq: SERV), a leading autonomous robotics company, recently introduced “Maggie,” its first AI-powered conversational robot
The S&P 500 is currently 6% below its high, but Kalshi prediction markets show a 60% chance that the index declines another 10%. Wall Street analysts have upwardly revised earnings estimates across th
Wall Street's relentless bull markets have been fueled by its largest and most influential companies. Nvidia, Apple, Alphabet, Amazon, and Microsoft all possess sustainable moats and are being driven
Backed by Nvidia, Firmus raised $505 million at a $5.5 billion valuation as it accelerates expansion of AI-focused data centers.
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