NVIDIA : NVDA

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3300 Articles

David Moadel | May 14, 2026 at 11:20 AM EDT

Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target on…

Omor Ibne Ehsan | May 14, 2026 at 11:12 AM EDT

If Lisa Su Is Right, AMD Could Be as Big as Nvidia

Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs…

Joey Frenette | May 14, 2026 at 11:01 AM EDT

AI Investors Sitting on Big Gains Face a Choice: Let Winners Ride or Heed Michael Burry’s Bubble Warning

AI investors who are sitting on colossal gains are facing a difficult dilemma nowadays, with semi stocks heading into overdrive…

Joel South | May 14, 2026 at 10:37 AM EDT

Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang

President Trump’s delegation to Beijing this week included 17 American chief executives. Fifteen flew commercial or on corporate jets. Two…

Gerelyn Terzo | May 14, 2026 at 9:59 AM EDT

Live Nasdaq Composite: Markets Rise as Optimism Returns on Stronger China Relations

This article will be updated throughout the day, so check back often for more daily updates. Stocks came out of…

Jeremy Phillips | May 14, 2026 at 8:51 AM EDT

30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades.

Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from…

Trey Thoelcke | May 14, 2026 at 8:10 AM EDT

5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.

President Trump’s posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10%…

Don Lair | May 13, 2026 at 9:55 PM EDT

The Magnificent Seven Fell 40% While the S&P Dropped 18%: Here’s How Much Tech Concentration You Can Actually Afford

I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head.…

Dr. Robert Castellano | May 13, 2026 at 9:41 PM EDT

The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips,…

Jeremy Phillips | May 13, 2026 at 8:03 PM EDT

Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the…

Eric Bleeker | May 13, 2026 at 4:50 PM EDT

Wall Street’s Top Chartist Warns US Tech Stocks Now At Highest Concentration Since the 2000 Bubble

Craig Johnson, Chief Market Technician at Piper Sandler, used his CNBC Morning Call Sheet appearance to flag concerns for self-directed…

Eric Bleeker | May 13, 2026 at 4:07 PM EDT

NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump’s Beijing Summit

Piper Sandler’s Chief Market Technician Craig Johnson walked onto CNBC’s Morning Call Sheet with a message for anyone planning to…

Eric Bleeker | May 13, 2026 at 2:47 PM EDT

Trump Once Said He’d Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.

Air Force One touched down at Ted Stevens Airport outside Anchorage last night on a refueling stop on its way…

David Moadel | May 13, 2026 at 2:40 PM EDT

Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal

Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s…

Rich Duprey | May 13, 2026 at 11:52 AM EDT

Nvidia Hits $5.5 Trillion — It’s Now Worth More Than the GDP of Every Country but the U.S. and China

The stock market has produced some astonishing winners over the years, but what’s happening with Nvidia (NASDAQ:NVDA | NVDA Price…

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NVIDIA : NVDA

All NVIDIA Articles

Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

If Lisa Su Is Right, AMD Could Be as Big as Nvidia

AI Investors Sitting on Big Gains Face a Choice: Let Winners Ride or Heed Michael Burry’s Bubble Warning

Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang

Live Nasdaq Composite: Markets Rise as Optimism Returns on Stronger China Relations

30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades.

5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.

The Magnificent Seven Fell 40% While the S&P Dropped 18%: Here’s How Much Tech Concentration You Can Actually Afford

The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

Wall Street’s Top Chartist Warns US Tech Stocks Now At Highest Concentration Since the 2000 Bubble

NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump’s Beijing Summit

Trump Once Said He’d Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.

Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal

Nvidia Hits $5.5 Trillion — It’s Now Worth More Than the GDP of Every Country but the U.S. and China

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity's 2026 Study Finds

Fidelity's 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

NVIDIA : NVDA

All NVIDIA Articles

Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

If Lisa Su Is Right, AMD Could Be as Big as Nvidia

AI Investors Sitting on Big Gains Face a Choice: Let Winners Ride or Heed Michael Burry’s Bubble Warning

Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang

Live Nasdaq Composite: Markets Rise as Optimism Returns on Stronger China Relations

30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades.

5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.

The Magnificent Seven Fell 40% While the S&P Dropped 18%: Here’s How Much Tech Concentration You Can Actually Afford

The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

Wall Street’s Top Chartist Warns US Tech Stocks Now At Highest Concentration Since the 2000 Bubble

NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump’s Beijing Summit

Trump Once Said He’d Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.

Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal

Nvidia Hits $5.5 Trillion — It’s Now Worth More Than the GDP of Every Country but the U.S. and China

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

Featured Reads

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity's 2026 Study Finds

Fidelity's 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans