Nvidia shares surged to new highs around $235 after the U.S. unexpectedly approved sales of its older H200 chips to China, sparking momentum in the semiconductor sector. This move contrasts with Palantir, which remains in a bear market despite strong quarterly results, facing investor skepticism and bearish bets by Michael Burry. Nvidia's valuation appears attractive given its dominance and innovation, while Palantir's high valuation and uncertain AI software market position make its outlook less certain. Investors are watching whether Palantir can overcome these challenges or if Nvidia's rally will continue to outpace it.
US stock futures point to a lower open following last week's declines, driven by concerns over rising bond yields, persistent inflation, and economic impacts from higher oil prices. The Nasdaq led losses last week, dropping 1.5% as investors reduced ...
Ahead of Nvidia's May 20 earnings report, analysts are optimistic, driving stock price targets higher amid strong demand for next-gen chips. KeyBanc raised its price target to $300, expecting significant revenue growth from Blackwell GPU shipments an...
Nvidia continues to be a core holding due to solid revenue and earnings quality, but further stock accumulation is paused ahead of its upcoming earnings report. While hyperscaler capital expenditure, a key revenue driver, shows ongoing growth, recent...
Intel's stock surged nearly 495% over the past year after the US government, including Commerce Secretary Howard Lutnick and former President Trump, actively encouraged Apple to partner with Intel for chip manufacturing. This intervention, seen as th...
The Invesco Dorsey Wright Technology Momentum ETF (PTF) has gained about 58% year to date in 2026, driven by its mechanical momentum strategy that currently favors AI hardware stocks amid the largest corporate data center expansion. PTF uses a rules-...
