A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.
Jim Cramer posted a market thesis on July 10, 2026 arguing that fresh equity supply from mega-caps like Oracle or Meta is the one variable holding NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) back fro
Nvidia's artificial intelligence (AI) chips have driven much of the company's growth in recent years. Tech companies, however, have also been looking to cut costs to ensure a greater payoff from AI.
Nvidia stock needs its next-generation Vera Rubin chips to be a hit but shareholders might have to be patient, according to KeyBanc.
Trex announces exclusive partner move, Nvidia increases Asian client vetting, and more
The market is handing investors a gift with the latest sell-off.
This company has played a key role in the AI story so far. In the recent quarter, its revenue topped $81 billion.
The financial professionals that manage President Trump's investment accounts have been selling Micron and buying Nvidia this year. Micron recently reported impressive financial results, and CEO Sanja
Nvidia has more than halved ​the number of Asian ‌customers authorised to buy its AI ​chips after creating ​a new "white list" of ⁠companies that have ​passed tougher compliance ​checks
Mohamed El-Erian says a structural mismatch between borrowers and buyers has pushed the bond market to a breaking point, and Amazon's latest debt deal may have just revealed the first crack.
Gavin Baker, managing partner and CIO at Atreides Management and a closely watched AI investor on X, laid out what he called the “mega bull case” for AI infrastructure in a post over the weekend.

2 Phenomenal Stocks That Could Double by 2030

08:45pm, Monday, 13'th Jul 2026
The growing adoption of AI agents could send these stocks soaring.
Jim Cramer used Monday's Squawk on the Street to explain why SK Hynix's sharp overnight decline in South Korea may not signal a change in the company's underlying outlook.
Nvidia (NVDA) reached $203.53 at the closing of the latest trading day, reflecting a -3.52% change compared to its last close.
Wedbush Securities tech strategist Dan Ives argued on CNBC on Monday that memory chips have become the most valuable slice of the AI supply chain, and that SK Hynix's blockbuster U.S.
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