Nvidia: A Strong Setup Ahead Of Earnings

04:24am, Thursday, 14'th May 2026
Nvidia should continue to benefit from robust, supply-constrained AI GPU demand, as evidenced by recent developments. TSMC raised its AI accelerator revenue CAGR forecast to 56–59%. Hyperscaler cape
Nvidia is scheduled to report earnings for its first quarter of fiscal 2027 on May 20.
Nvidia stock (NASDAQ: NVDA) has remained a market favourite after hitting another all-time high this week, extending the chipmaker's golden run on Wall Street. Yet Jensen Huang's appearance in Beijing
The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not ​a single delivery has been made so far, three people familiar with the matter said, leav
Nvidia CEO Jensen Huang told ​state broadcaster CCTV ‌on Thursday that he hoped U.S. President Donald ​Trump and Chinese ​counterpart Xi Jinping would ⁠build on their ​good relationship du
The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.
Micron Technology (MU) led a broader rally in memory chip stocks on Wednesday, while SanDisk (SNDK), Western Digital (WDC) and Seagate Technology (STX) also mov
BofA Securities lifted its price objective on Nvidia (NVDA) to $320 from $300 while reiterating a Buy stance, citing continued artificial intelligence-related d
I've been studying portfolio concentration for years, and one stat from Schwab's On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500 droppe
Introduction For decades, semiconductor cycles followed a fairly predictable sequence.
Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade.
"People have correctly stayed the course" by looking at earnings, says Michael Landsberg, noting the strength U.S. muscled for the rest of the markets. He talks about how there's much more than Nvidia
These companies' central positions in the artificial intelligence megatrend look secure.
Nvidia (NVDA) closed the most recent trading day at $226.39, moving +2.54% from the previous trading session.
The hot new chip company has major deals with OpenAI and Amazon.
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