S&P 500 suffers worst loss of 2025 on tariffs and Nvidia-fueled sell-off
The S&P 500 tumbled 1.8%, its worst loss of 2025, as markets were hit with a vicious one-two punch of the continued plunge in momentum stocks and a real wake-up call on the reality of President Donald...
Report: Chinese buyers evading US export controls on Nvidia Blackwell GPUs
Despite strict US export controls, Chinese buyers are getting their hands on latest and most powerful Blackwell GPUs, according to reporting from The Wall Street Journal. Brokers are placing orders f...
Goldman Sachs sounds the alarm on Nvidia and the Magnificent 7
Ever since DeepSeek roiled markets , the AI trade vibes have oscillated between “it’s so over” and “we’re so back.” Put Goldman Sachs firmly in the former camp amid another dreadful session in which ...
Nvidia craters, on track for lowest close of 2025
The hits keep on coming for . The chip designer is down more than 7%, poised for its lowest close of the year. Its prior intraday trough, which came shortly after the emergence of DeepSeek , came on F...
Intel surges on report that Nvidia and Broadcom are considering using it for advanced chip manufacturing
is the best-performing S&P 500 constituent ahead of the market open after a report from Reuters indicating that , , and are running tests on the company’s advanced manufacturing capabilities, a prere...
Nvidia or Trump’s tariffs? Who’s to blame for the S&P 500’s tumble into the red for 2025?
After the close on Wednesday, Nvidia released a set of quarterly results that, while impressive on the surface, failed to wow traders . Ahead of the market open on Thursday, President Donald Trump rec...
More than a third of Nvidia’s revenue comes from three customers. That’s increasingly precarious.
An interesting reveal from earnings report yesterday is that 34% of the company’s bonkers $130 billion revenue line last year came from just three customers. We don’t definitively know who they are be...
One “glaring downside” in Nvidia’s earnings
With more than 90% of the nearly 70 analysts covering rating the stock a buy, sometimes one gets the sense that Jensen Huang’s AI chip behemoth can do no wrong. But it’s always worth pointing out the...
Nvidia’s auto division is taking off as Jensen Huang dreams of 1 billion robotic cars
revenue might be dominated by its AI-powered data center business, but that’s not the only division putting up massive growth numbers. Revenue for the company’s automotive and robotics segment more th...
Nvidia at $4 trillion? Bank of America: We'll raise you to almost $5 trillion
Nvidia has been Bank of America’s top pick in the semiconductor industry , and after its fourth-quarter earnings report , it’s staying that way. Earlier we flagged Dan Ives’ call that would soon reac...
Right after Nvidia’s earnings affirm AI boom, Deutsche Bank warns on historical busts
“We are currently in the midst of a once-in-a-generation private sector capex boom as AI mania sweeps the world,” Deutsche Bank analysts led by Jim Reid wrote on the heels of ’s fourth-quarter earning...
Amazon joins Alphabet and Microsoft in the quantum chip club
The first rule of Quantum Chip Club is you make a big announcement about being part of Quantum Chip Club. Today, Web Services unveiled its first quantum chip, Ocelot, which “represents a breakthrough...
Bull: Nvidia’s numbers speak for themselves; it’ll be a $4 trillion company
Traders were uncertain over what to make of ’s fourth-quarter results , with the stock careening between gains and losses during after-hours trading on Wednesday. But for Wedbush analyst Dan Ives, the...
Nvidia’s revenue is becoming increasingly concentrated among a few gigantic customers
Buried in the bowels of annual report from this afternoon is an interesting factoid: more than one-third of its whopping $130.5 billion of revenue in the latest year came from just three customers. Fo...
Nvidia’s earnings are no elixir to reverse the market’s sudden momentum breakdown
When you’re a $3 trillion, rapidly growing chip designer, your quarterly earnings reports aren’t just your quarterly earnings reports; they’re an important flashpoint for the stock market at large. An...
Gaming was once Nvidia’s golden goose. Now it’s the most low-key $11 billion business you can imagine.
Before it was worth four Walmarts, or newsrooms planned shiny packages around its earnings calls, or it was a company whose market cap could lose $560 billion in a day and not go Enron-mode, was in t...
Nvidia crushes earnings, but traders aren’t buying it
delivered a solid beat on earnings and revenues, but shares are paring some of the day’s gains in after-hours trading. The company has now beaten revenue expectations in its last 10 quarterly reports,...
Nvidia’s recent earnings reports have been ruinous for options buyers
Scott Murray, an options trader who runs the Smashing Volatility Substack , just put out a great note on ’s earnings, due out after the close on Wednesday. (For a look at what Wall Street’s expecting ...
What Wall Street expects from Nvidia’s fourth-quarter earnings report
is on the move higher in the premarket trading — a welcome change for stock bulls after the $3 trillion chip designer had been limping into the release of its fourth-quarter earnings , due after the c...
As earnings loom, Nvidia’s setup is the mirror image of last quarter’s face-ripping gains
Just three months have passed since last reported earnings, but that might as well have been an alternate universe. The chip designer ripped higher ahead of its earnings report in November, gaining 2...