NVIDIA benefits from supply bottlenecks at Taiwan Semiconductor and HBM memory, extending its GPU cycle and boosting revenue and margins. The company reported a Q1 GAAP margin of 74.9% and free cash flow of $45.5 billion, up 16.7% sequentially. Despite faster earnings growth and a stronger balance sheet than Apple, NVIDIA trades at a lower forward P/E. The analyst upgrades NVIDIA from Buy to Strong Buy with a $265 year-end price target, highlighting the expanding AI inference market and upcoming Q2 earnings report.
Aurora Innovation's stock fell 11.8% to $6.15 after reporting Q2 FY2026 revenue of $2 million, beating estimates, but with a widened net loss of $270 million. The company leads in driverless Class 8 trucks with strong operational milestones and regul...
Chinese AI companies are reportedly using advanced Nvidia AI chips remotely through data centers in Southeast Asia, bypassing US export restrictions that block direct sales of these chips to China. This exploits a loophole in US export controls, whic...
OpenAI recently completed a $7 billion tender offer to buy back employee shares at an $852 billion valuation, followed by the departure of key executives including the COO and CRO. Despite reported annualized revenue growth to $40 billion in 2026, th...
The YieldMax NVDA Option Income Strategy ETF (NVDY) has been downgraded from Buy to Hold due to reduced upside potential and less attractive option income caused by lower volatility in Nvidia stock. While NVDY now tracks Nvidia more closely in a rang...
Apple shares closed up 1.5% at $310.03 while the Nasdaq-100 index fell 2%, making Apple the top performer among major tech stocks. A Wall Street Journal report revealed that big tech firms like Alphabet, Meta, and Microsoft have committed nearly $3 t...
