11:12am ET
Investing
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 inside an AI data center is about to collapse. “…in the past,…
Companies
/Technology
NVIDIA Corp
$217.55
▼ $10.43 (−4.58%) today
Markets closed · 11:31am ET
NVDA Coverage
Page 78
11:01am ET
Investing
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 while other tech titans look to experience massive breakouts of their own.…
Joey Frenette 10:37am ET
Investing
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 boarded Air Force One: Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon…
9:59am ET
Investing
Live Nasdaq Composite: Markets Rise as Optimism Returns on Stronger China Relations
Live Updates China Deal 1:06pm ETA major deal is taking shape out of Beijing. China has agreed to purchase 200 Boeing aircraft, marking the country’s first order of American-made commercial jets in…
8:51am ET
Investing
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 Nvidia CEO Jensen Huang makes it all pretty clear. A single 500-megawatt…
8:10am ET
Investing
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% to 40% to 100% between February and June of last year. Any…
9:55pm ET
Investing
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. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500…
9:41pm ET
Investing
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, unit shipments increased so that supply exceed demand, and pricing eventually weakened…
8:03pm ET
Investing
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 heat may finally be coming out of the trade. A Reuters analysis…
4:50pm ET
Investing
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 investors riding the AI trade. Introducing Piper Sandler’s report The Bull Market…
4:07pm ET
Investing
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 trade today’s Trump-Xi headlines: keep your expectations in check. Asked how the…
2:47pm ET
Investing
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 to an important summit in Beijing. During the stop, a man in…
2:40pm ET
Investing
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 close of $179.11. The midday move follows the company’s Q1 2026 earnings…
11:52am ET
Investing
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 Prediction) feels different. Five years ago, Nvidia was still largely viewed as…
Rich Duprey 11:36am ET
Investing
BofA Hikes NVIDIA Price Target to $320 on Massive $1.7 Trillion AI Data Center Forecast
Bank of America raised its price target on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) to $320 from $300 on Wednesday, reiterating its Buy rating after lifting its calendar year 2030 AI data…
David Moadel