Nvidia rallies after Q1 revenue beat
Q1 results are out, and the short message is: sales weren’t a problem, but profitability was temporarily challenged thanks to the ban on H20 exports to China . Adjusted earnings per share were $0.96, ...
President Trump tells US chip designers to stop working with China: Report
Well, it looks like President Trump may have stolen the semiconductor spotlight just ahead of earnings. The Financial Times is reporting that the president has ordered so-called EDA (electronic desig...
Nvidia has beaten earnings for 9 quarters in a row. Can Jensen and co. make it 10?
While yesterday’s tariff reprieve sent stocks soaring, the focus today is shifting onto one company, with AI darling set to report its first-quarter results after the bell. After powering the AI trad...
What Wall Street is looking for from Nvidia’s earnings report
, the reason why earnings season seems never-ending, releases its fiscal 2026 first-quarter results after the close on Wednesday. Analysts polled by Bloomberg are looking for adjusted earnings per sha...
Nvidia jumps on report of new AI chip tailor-made for Chinese market
On Monday, Reuters reported that is planning on retooling its new Blackwell chip to make a cheaper, though less powerful, version of the chips for sale to China. Shares are up 2.5% in early trading o...
Hoppers, Blackwells, and Rubins: A field guide to the complicated world of Nvidia’s AI hardware
No company has played a more central role to the current AI boom than . It designed the chips, networking gear, and software that helped train today’s large language models and scale generative-AI pro...
Quantum computing stocks just erased all their Nvidia-induced losses thanks to D-Wave’s surge
Call it the quantum comeback. The cumulative market capitalization of pure-play quantum computing stocks , , , and hit an all-time high on Thursday, surpassing its closing level on January 6. That’s ...
Retail traders are bailing on Nvidia, selling the most in a decade
Retail traders who bought the dip by plowing money into their favorite stocks are now taking profits in some of those flagship holdings. Amid double-digit rally over the past two weeks, retail trader...
A tiny semiconductor company is more than doubling after becoming an Nvidia supplier
A tiny semiconductor company with fewer than 300 employees is mooning after receiving the biggest blessing any firm in the industry could dream of: earning a place in ’s supply chain. “We are proud to...
China “demands” that the US “correct its mistakes” on semiconductor restrictions
Last week started with a massive rally in US stocks thanks to a trade truce with China . This week begins on more of a negative note amid news that this aforementioned detente might be taking a bit of...
Nvidia teaming up with Taiwan to build its own AI supercomputer
Speaking at the Computex conference in Taipei, Taiwan, CEO Jensen Huang announced that the company is partnering with two of Taiwan’s biggest tech companies — and Foxconn — to build Taiwan’s first A...
Nvidia owned these stocks in Q1 and they’re up big
The aura of AI chip giant remains remarkably powerful, with fresh Securities and Exchange Commission filings disclosing the company’s Q1 stock holdings moving several shares on Friday. Here’s the key...
Three reasons the AI data center trade is so back
Major stocks linked to AI data centers are nearly all the way back to where they were when the S&P 500 peaked on February 19. For data centers, you need: Chips (, ), Supporting infrastructure (, , ), ...
AMD surges on fresh $6 billion buyback authorization
Shares of are up 6% in early trading after management approved a plan to buy back $6 billion worth of its own stock. As of the end of Q1, there was also about $4 billion left in dry share-repurchasin...
Semiconductor stocks surge on US-China trade reset
Chip stocks are leading the higher in premarket trading after the US and China agreed to slash sky-high tariffs to more manageable levels for 90 days, with the VanEck Semiconductor ETF up more than 5...
The tech world is scrambling to get its hands on TSMC’s chips
Shares of surged today in local markets, with ADRs heading higher in premarket trading stateside after the semiconductor manufacturing giant posted big April sales figures. Net revenues were nearly N...
US stocks scream higher near end of session on report Trump to ease chip export curbs
Stick save and a beauty. US stocks had given up most of the gains inspired by confirmed trade talks with China after Apple tanked the market by saying that it was considering adding AI search in its b...
Stocks surge on report that Trump plans to rescind Biden’s chip export curbs
US stocks exploded higher late in the session Wednesday after Bloomberg reported that President Donald Trump plans to eliminate export curbs on semiconductors put in place by the Biden administration....
Nvidia CEO Jensen Huang raked it in last year
Given performance over the last year, CEO Jensen Huang would seem to deserve a raise. The company was the best performer of the Magnificent 7 in 2024, rising 171.2% and creating more than $2 trillion...
Nvidia was king of the retail stocks last week
April was a record month for retail trading activity according to JPMorgan analysts tracking the space. A weekly update from the bank noted that retail traders bought a record $40 billion in shares la...