Nvidia reported better-than-expected Q1 earnings and raised revenue guidance, boosting its stock slightly in premarket trading. SpaceX filed its S-1 registration with the SEC, signaling an upcoming IPO and providing rare financial insights. U.S. stock futures showed mixed performance with Dow Jones and S&P 500 flat, while Nasdaq dipped slightly. Investors await key economic data including jobless claims, housing starts, and manufacturing surveys, with markets pricing in a high likelihood the Fed will keep interest rates steady in June. BlackRock upgraded developed market stocks, citing AI-driven earnings momentum and expanding market leadership beyond tech.
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...
