Nvidia's earnings report this week is highly anticipated, with analysts expecting strong results driven by GPU demand and AI growth, but a beat-and-raise is needed to justify further stock gains. Other major companies like Walmart, Target, and Home Depot also report earnings, while Fed minutes will reveal details on dissenting votes and future rate moves. Speculation about SpaceX's IPO and other market events add to the week's financial focus. Investors are watching closely for Nvidia's guidance and broader economic signals to gauge market direction.
Whale Rock Capital Management, led by Alex Sacerdote, quietly acquired five niche technology stocks in Q1 2026, focusing on AI infrastructure rather than headline names like Nvidia or Microsoft. These include companies specializing in semiconductor t...
Nvidia is expanding its AI strategy beyond GPUs by investing heavily in AI infrastructure companies, notably CoreWeave. The company increased its stake in CoreWeave to 11%, valued at about $3.66 billion, tying its future to AI cloud infrastructure gr...
Nvidia is expected to contribute 12.5% to the S&P 500's year-over-year earnings growth, marking its smallest contribution in a year. Meanwhile, Micron is projected to be the second-largest contributor to the index's overall earnings growth. Nvidia's ...
Nvidia is considered a long-term buy ahead of its May 20 earnings report, despite recent underperformance compared to the semiconductor sector. The company's Q1 guidance excludes revenue from China data centers, meaning any positive developments in C...
Venture capitalist Chamath Palihapitiya predicts Taiwan will lose its critical strategic role in semiconductor supply within 18 months as the US rapidly expands its domestic chip manufacturing capabilities. He highlighted that US fabs are nearing the...
