U.S. stocks fell modestly midday Thursday as Treasury yields rose and crude oil prices climbed above $100 per barrel, driven by renewed geopolitical risks from Iran's hardened stance on uranium exports. Despite Nvidia's strong earnings report with record revenue and a large buyback plan, the tech-heavy Nasdaq 100 dropped 0.6%, reflecting cautious investor sentiment. The S&P 500 and Dow Jones also declined slightly, while small-cap stocks edged higher. Rising oil prices and Treasury yields, along with mixed corporate earnings, suggest ongoing market uncertainty ahead.
NVIDIA is considered a strong buy as its core business growth no longer depends on Chinese data center revenue. The company's data center, AI, networking, and platform segments are growing rapidly outside China, with Q1 revenue up 85% and a robust $9...
Micron reported a record gross margin of 84.9% in its latest quarterly earnings, more than doubling from 39% a year ago and surpassing major tech companies like Nvidia and Meta. This surge is driven by strong demand for memory chips, especially from ...
Semiconductor stocks, including Nvidia, are currently in a bubble reminiscent of the dotcom era, driven by cyclical demand and circular deals that inflate AI industry profits. Hyperscalers fund AI startups, which then commit to large cloud purchases,...
Bitcoin's price has dropped from over $100,000 in 2025 to around $60,000 in 2026, signaling volatility and headwinds from new Fed policies. Despite this, Bitcoin-focused ETFs such as the State Street Galaxy Digital Asset Ecosystem ETF (DECO) have per...
Leveraged single-stock ETFs tied to stocks with limited tradable shares, like SpaceX, are causing amplified price swings, especially near market close, impacting broader tech stocks such as NVIDIA and Micron. This structural market effect is due to f...
