The options market is sending investors a warning: Things are about to get bumpy.
Micron hit record highs as AI memory demand and HBM shortages fueled pricing power, with revenue and margin outlook signaling more upside.
IREN, a vertically integrated AI cloud provider, recently announced a strategic partnership with Nvidia for up to $2.1 billion as part of a broader agreement between the two companies aimed at acceler
Nvidia CEO Jensen Huang talks about the trip he took to China with President Donald Trump and other American business leaders. Huang says he didn't talk to the Chinese directly about selling them H200
Nvidia CEO Jensen Huang and Dell CEO Michael Dell discuss agentic AI, the demand for memory and the outlook for the China market with Bloomberg's Ed Ludlow on the sidelines of the Dell World event in
Bloomberg's Caroline Hyde discusses what to expect from Nvidia this week as investors anxiously await the company's earnings results. Plus, the AI data center boom triggers the largest power deal in h

Nvidia bulls mount uphill battle into earnings

03:35pm, Monday, 18'th May 2026
Call volume outpaced puts by more than double on Monday, though more calls were exchanged at the bid or below, meaning likely sold.
Dell CEO Michael Dell and Nvidia CEO Jensen Huang discuss what they see as the biggest supply chain constraint right now during an interview with Bloomberg's Ed Ludlow on the sidelines of the Dell Wor
Nvidia CEO Jensen ​Huang said on Monday that ‌he believes China's market will open up to U.S. ​chip suppliers after accompanying ​U.S. President Donald Trump ⁠on a trip to ​China last week
Is it time to "sell in May and go away"?
Morgan Stanley is looking to see how Nvidia is managing the memory crunch and whether it can generate significant revenue outside of GPUs.
Analysts are increasingly bullish heading into the AI chipmaker's earnings report after the market close on Wednesday.
Nokia is quietly reinventing itself as an enabler of artificial intelligence infrastructure.

Nvidia Earnings And The Burden Of Perfection

01:51pm, Monday, 18'th May 2026
There was a time when Nvidia's (NASDAQ:NVDA) quarterly earnings were circled on the calendars of chip enthusiasts and niche tech investors. That time is gone.
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