Nvidia

Nvidia news — AI chips, data-center demand, earnings, and export policy — covered without spin.

61 articlesLast updated 2026-06-19 04:40 UTC
us tech 6 3d ago 4 min read

AWS in Early Talks to Sell Trainium AI Chips to Outside Data Centers, Challenging Nvidia's Core Market

Amazon Web Services is exploring selling its Trainium AI chips directly to other companies' data centers, a move that would put it in direct competition with Nvidia for the first time. AWS AI chief Peter DeSantis confirmed the talks to Bloomberg, though the company says discussions are early-stage. The math is striking: Andy Jassy estimated a standalone AWS chip business would run at roughly $50 billion annually, but Nvidia is currently at a $326 billion revenue run rate.

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us finance 7 3d ago 4 min read

SpaceX's First-Week Trading Numbers, by the Digits: $66B Daily Volume, $85.7B Greenshoe, and a 38% Shot at Topping Nvidia by Mid-2028

Since SpaceX listed on Nasdaq on June 12, the raw trading data has been genuinely difficult to contextualize against anything that came before it. Daily dollar volume outpaced both the SPY and QQQ ETFs. The options market currently puts a 38% probability on SpaceX overtaking Nvidia as the world's most valuable company before June 2028.

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us finance 7 3d ago 4 min read

SpaceX's First Week on Nasdaq: $75 Billion Raised, a Tesla Merger Floated, and 38% Odds of Topping Nvidia by Mid-2028

Since SpaceX's record-breaking IPO on June 12, Wall Street has been digesting a cascade of numbers that have no precedent in market history. Now a new wrinkle: serious speculation about a SpaceX-Tesla merger that would create a roughly $4 trillion conglomerate. The governance questions and conflict-of-interest risks are real, and the options market is already pricing the path forward.

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us finance 6 3d ago 3 min read

SpaceX Shares Stabilize in Pre-Market Trading Thursday After Wednesday's 5% Drop. Options Market Puts Odds of Overtaking Nvidia at 38% by Mid-2028.

Since SpaceX's IPO at $135 last week, the stock has surged more than 40% and then pulled back, leaving its market cap at roughly $2.52 trillion as of Wednesday's close. Pre-market indications Thursday morning show shares up about 0.3%, suggesting the post-IPO frenzy is cooling into something more like a normal stock. The options market, meanwhile, is telling a more skeptical story about how fast SpaceX can climb the market-cap ladder.

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us finance 6 6d ago 4 min read

Nvidia's $25 Billion Bond Sale Drew $85 Billion in Demand, Upsizing From the Originally Planned $20 Billion

Nvidia priced a seven-tranche bond offering at $25 billion on Monday, June 15, after investor demand hit $85 billion, according to Reuters sources. The deal is the chipmaker's largest debt raise ever and its first corporate bond sale since 2021. Proceeds are earmarked for general corporate purposes, including refinancing existing debt.

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us finance 6 6d ago 3 min read

Nvidia Plans to Raise at Least $20 Billion in Bonds, Its Largest Debt Offering Ever

Nvidia is tapping high-grade debt markets for at least $20 billion across seven maturities ranging from two to 30 years, according to Bloomberg. That would be four times its last investment-grade bond sale in 2021 and would dwarf every prior debt issuance in the company's history. The move mirrors a broader trend of AI-era tech giants financing infrastructure expansion with cheap debt rather than equity dilution.

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us finance 3 Jun 13 4 min read

Goldman Sachs Rates Nvidia, Ulta, Samsara and BrightSpring as Buys, With Specific Price Targets

Goldman Sachs has issued buy ratings on a handful of stocks it says are positioned for growth despite a mixed market environment. The calls cover very different sectors, from semiconductors to home health care to fleet management software. Each thesis rests on specific fundamentals, not broad market optimism.

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us tech 6 Jun 12 3 min read

Nvidia Pitches Its Vera CPU to Chinese Clients, With Availability as Soon as August

Nvidia has begun actively marketing its new Vera central processing unit to Chinese data center clients, with sources telling Business Times that orders can be placed now and delivery could start as early as August. The move is a direct attempt to claw back market share after US export controls drove Nvidia's China GPU business to near zero. Whether a CPU built for AI agents can fill that hole is an open question.

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us tech 4 Jun 8 3 min read

Nvidia and LG Electronics Team Up on AI-Powered Robotics

Nvidia and LG Electronics have announced a partnership to develop AI-powered robotics, combining Nvidia's computing muscle with LG's hardware manufacturing scale. This is a significant bet on the industrial and consumer robotics market heating up fast. The details matter — here's what's actually in play.

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us finance 5 Jun 2 4 min read

HPE Surges 25% on Blowout AI Server Earnings While Nvidia's PC Chip Move Kneecaps Intel and Qualcomm

The AI trade just got broader. Hewlett Packard Enterprise posted its biggest earnings beat since 2018, obliterating revenue estimates by nearly $900 million on monstrous AI server demand. Meanwhile Nvidia's move into PC chips sent Intel down 5% and Qualcomm down 9% — and the S&P 500 closed at yet another all-time high on Tuesday, May 28, 2026.

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us tech 4 Jun 2 4 min read

Nvidia's RTX Spark Chip Promises to Finally Give Windows a Real Answer to Apple's M-Series — But No Benchmarks, No Price, No Timeline

Nvidia announced the RTX Spark, an Arm-based 'superchip' for Windows laptops, and Microsoft immediately slapped it into a new Surface Laptop Ultra. The specs sound extraordinary. But Nvidia hasn't shown a single real-world benchmark, pricing is unknown, and the first machines aren't arriving until fall 2026 at the earliest.

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us finance 6 Jun 1 4 min read

S&P 500 Hits New All-Time High Monday as Nvidia PC Chip Launch Offsets Iran-Strait of Hormuz Shock and Oil Spike to $92

The S&P 500 pushed to a fresh record on June 2 — but the rally is dangerously thin. Nvidia's new PC chip carried tech higher while oil exploded 6% after Iran threatened to shut the Strait of Hormuz, leaving nearly everything outside tech and energy in the red. Bank of America's Michael Hartnett is now drawing direct comparisons to March 2000.

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us tech 5 Jun 1 5 min read

Nvidia's Computex Day One: Vera Rubin Ramp, Chinese Robot Partnership, and a Market Flashing Dot-Com Warning Signs

Jensen Huang's Computex keynote delivered more than just a new PC chip — Vera Rubin is now in full production, Nvidia just partnered with a Chinese robot maker eyeing a $620M IPO, and Wall Street's euphoria is triggering bubble comparisons that deserve serious attention. The RTX Spark headlines are old news. Here's what actually moved the needle Monday.

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us tech 5 Jun 1 4 min read

Markets Explode as Nvidia's RTX Spark Hits Wall Street: Intel Down 6%, Qualcomm Craters 9.7%, ARM Surges 14.7%

The morning after Jensen Huang's Computex keynote, Wall Street delivered its verdict — and it's brutal for the old guard. Intel and Qualcomm are getting hammered while ARM, IBM, and software names rocket upward. Goldman Sachs analysts who attended GTC Taipei 2026 in person say the Vera Rubin revenue ramp is on track and could be steeper than Blackwell's.

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us tech 5 Jun 1 4 min read

Market Reacts: Qualcomm Drops 9.5%, Intel Falls 6.5% as Nvidia's RTX Spark Announcement Lands

Nvidia's Computex keynote didn't just make headlines — it moved billions in market cap on June 1, 2026. Intel and Qualcomm got crushed while Arm surged 14.5%. The real story isn't the chip itself — it's who wins and who loses, and what Goldman Sachs is quietly telling its clients.

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us finance 5 Jun 1 4 min read

Nvidia's PC Chip Reveal Sparks Broader AI Hardware Rally — Intel, AMD, Micron, and ARM All Surge as Wall Street Bets the AI Boom Has Legs

Jensen Huang's Computex announcement of the N1X PC processor touched off a market-wide rally that went well beyond Nvidia itself. The real story is what happened next: Wall Street pivoted hard toward the broader AI hardware ecosystem — memory, fiber optics, CPUs — signaling the easy Nvidia trade is over and the next phase of the AI buildout has begun.

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us tech 5 Jun 1 4 min read

Nvidia's Vera CPU Lands Big-Name Buyers: OpenAI, Anthropic, Meta, and Microsoft Are Already In

Since we covered the RTX Spark consumer chip, the bigger Nvidia story has been unfolding in the data center: the Vera CPU is racking up serious enterprise customers — including OpenAI, Anthropic, Meta, Alibaba Cloud, and Microsoft. This isn't just a laptop chip play. Nvidia is going after Intel's core business, and the early adoption numbers suggest it's working.

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us tech 4 Jun 1 4 min read

Nvidia RTX Spark Is Official: The Chip That Puts Nvidia Inside Your Laptop for the First Time

Nvidia pulled the curtain back at Computex 2026 on RTX Spark — a full ARM-based superchip for laptops and compact desktops, not just a GPU add-on. Microsoft is first in line with the Surface Laptop Ultra. This is Nvidia's direct shot at Apple, Qualcomm, Intel, and AMD — all at once.

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us tech 5 Jun 1 4 min read

Nvidia Partners With Chinese Startup Unitree to Build Humanoid Robot for University Researchers

Nvidia announced its Isaac GR00T Reference Humanoid Robot at Computex 2026, built on a Chinese company's body and targeting university research labs worldwide. The robot packs serious AI hardware and is set for availability in late 2026. Mainstream coverage is mostly celebrating the tech — almost nobody is asking why America's most important chip company is deepening ties with a Chinese hardware maker right now.

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us tech 5 May 30 4 min read

Nvidia and Microsoft to Unveil First Nvidia-Powered Windows PCs at Computex and Build Next Week

It's no longer a tease. Nvidia and Microsoft are set to debut the first Windows PCs running Nvidia's Arm-based chips as their main processors at Computex in Taiwan and Microsoft's Build conference in San Francisco during the week of June 1. Surface and Dell hardware are confirmed. This is Nvidia's first serious shot at owning your laptop — not just your data center.

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us finance 4 May 30 4 min read

S&P 500 Posts Nine Straight Winning Weeks While Apple and Nvidia Debate Shifts From 'Buy Everything' to 'What's Actually Worth It'

The market just closed May with the S&P 500 up 5% and the Nasdaq up 8% for the month — nine consecutive winning weeks. Our prior coverage flagged record Roth IRA contributions riding this wave. The new question Wall Street is wrestling with: Apple and Nvidia have both surged roughly 14-15% year-to-date, but analysts are now splitting hard on which one still has room to run and which one is priced for perfection.

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us tech 4 May 30 4 min read

Nvidia, Microsoft, and Arm Are All Teasing Nvidia's N1X Arm Laptop Chips Ahead of Computex Keynote

Nvidia is about to crash the Windows on Arm party it helped build — and Qualcomm isn't going to like it. Microsoft, Nvidia, and Arm simultaneously posted 'A new era of PC' teasers pointing to Computex in Taipei, where Nvidia's Sunday night keynote is expected to unveil N1 and N1X laptop processors. This ends Qualcomm's effective monopoly on Windows Arm chips and could reshape the laptop market for real.

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us tech 5 May 30 4 min read

Nvidia's $6.5B Photonics Bet, Groq's $650M Raise, and $662B in Hidden AI Debt: The Infrastructure Story Gets Scarier

Three developments this week reveal where the AI buildout is headed — and how fragile the financial scaffolding underneath it really is. Nvidia is quietly buying its way into the next generation of data transmission. Groq is back on its feet after its Nvidia deal and raising fresh capital. And Moody's just rang an alarm bell that Wall Street doesn't want to hear.

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us tech 5 May 30 4 min read

Nvidia Is Quietly Becoming the Most Important Company in Computing — And Nobody's Talking About the Full Picture

Nvidia is about to enter the laptop chip market with its Arm-based N1X processors, threatening Qualcomm's Windows on Arm monopoly. At the same time, Nvidia has partnered with Intel, launched its Vera data center CPU, and orchestrated a $20 billion technology deal with AI chip startup Groq. This isn't a GPU company anymore. It's a computing empire in real time.

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us tech 5 May 28 4 min read

Ex-OpenAI Researcher's $13.6 Billion Hedge Fund Is Shorting Nvidia While Going Long on Nebius

Leopold Aschenbrenner — fired from OpenAI in 2024 — is now running one of the most provocative AI infrastructure funds on Wall Street. He's placed billions in put options against Nvidia, Broadcom, and Oracle while quietly building a 5.6% stake in Dutch cloud provider Nebius. The mainstream coverage is only telling half the story.

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us tech 6 May 27 3 min read

Nvidia CEO Jensen Huang Announces $150 Billion Annual Taiwan Spend, Breaking Ground on Taipei HQ This Year

Jensen Huang dropped a massive number at a Taipei launch event on May 27: Nvidia is ramping annual Taiwan investment from $100 billion to $150 billion. That's a 10x jump from the $10-15 billion Nvidia spent in Taiwan just four or five years ago. A new Taiwan headquarters breaks ground in 2025 and targets 2030 operations — and this isn't charity, it's a cold strategic bet on who controls the AI supply chain.

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us finance 5 May 26 3 min read

Nvidia Adds Corning and IREN to Its AI Investment Empire as Circular Financing Concerns Mount

Nvidia just inked two more billion-dollar deals — up to $3.2B into Corning and up to $2.1B into data center operator IREN — pushing its 2026 investment commitments past $40 billion. The company's Intel bet alone has returned 400% in months. But critics are getting louder: Nvidia is financing companies that buy its chips, then leasing compute back to them — and that rhymes with dot-com vendor financing.

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us finance 5 May 25 3 min read

Asian Markets Rally Again on Iran Deal Progress, Nvidia Slips, Samsung Jumps, and Italy Hits a 26-Year Stock Record

The Iran peace trade is still running. Asian stocks pushed higher again, South Korean shares popped over 4%, and Italy's stock market just hit its first record in 26 years. Meanwhile Nvidia's blockbuster revenue couldn't impress traders, and Samsung dodged a strike. Multiple moving parts — here's what actually matters.

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us tech 6 May 25 4 min read

Huawei's 'LogicFolding' Chip Tech Debuts This Fall — Jensen Huang Already Admitted Nvidia Lost China

Huawei just named a specific technology — 'LogicFolding' — and a specific launch window: fall 2026 Kirin smartphone chips. This is no longer a roadmap. It's a product. And Nvidia's own CEO already told CNBC the Chinese market is gone.

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us tech 5 May 25 4 min read

Huawei Publishes a Three-Year Roadmap to Kill Nvidia's AI Dominance — and Names a Date

Huawei just stopped playing defense. At its annual Connect conference in September 2025, Rotating Chairman Eric Xu publicly laid out a three-year plan to dismantle Nvidia's lead in AI chips — cluster architecture, new Ascend generations, and all. Meanwhile, Huawei dropped a new chip design called 'LogicFolding' aimed at its Kirin smartphone line this fall, with claims of reaching 1.4-nanometer equivalent performance by 2031. Analysts are skeptical of the specs, but the strategy itself is very real.

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us finance 5 May 23 4 min read

S&P 500 Stalls Just Below Record as Iran Peace Hopes, Nvidia Beat, and a SpaceX IPO Reshape the Market Landscape

The S&P 500's eight-week winning streak hit fresh turbulence mid-week — oil above $100, 30-year Treasury yields at 2007 highs — before recovering on Iran peace talk optimism and an Nvidia blowout quarter. The index closed within 0.4% of its all-time high, the Dow set a new record, and a SpaceX IPO filing dropped. Meanwhile, Berkshire Hathaway's new CEO Greg Abel is already making moves that Warren Buffett openly disowned.

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us finance 6 May 23 4 min read

Trump Bought Nvidia Stock Days Before His Administration Made Nvidia-Favorable Regulatory Moves

New federal disclosures reveal Trump purchased Nvidia stock twice in early 2026 — both within a week of his administration taking actions that directly benefited the company. The White House says a third party manages the accounts with zero input from Trump. That explanation either completely resolves this or is the most convenient story ever told — and it deserves serious scrutiny either way.

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us tech 5 May 23 4 min read

Nvidia's Jensen Huang Says $200 Billion CPU Market Forecast Includes China — But Zero H200 Chips Have Shipped

Nvidia CEO Jensen Huang confirmed Saturday that his bullish $200 billion CPU market forecast counts China as part of the opportunity. The problem: Nvidia has U.S. licenses to sell H200 chips to roughly 10 Chinese firms, but not one chip has actually been delivered. The gap between Huang's optimism and reality on the ground is massive.

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us tech 4 May 22 4 min read

NVIDIA's Jensen Huang Says AI Created 500,000+ Jobs — But the Data on Displaced Workers Tells a Messier Story

Jensen Huang is on a media tour arguing AI is a net job creator, and some labor market data backs him up. But the same week companies like Workday and Salesforce announced AI-driven layoffs totaling thousands of jobs, the 'creator vs. killer' debate got a lot more complicated. Here's what the boosters AND the doomsayers are both getting wrong.

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us tech 5 May 22 4 min read

Meta Is Spending Tens of Billions to Break Free from Nvidia While Simultaneously Cutting 8,000 Jobs

Meta is executing one of the most aggressive chip diversification strategies in tech history — $60 billion to AMD, a 1-gigawatt custom chip deal with Broadcom, four new in-house chip generations in two years, and a $125 million research hub at UCLA. Meanwhile, the company is slashing 8,000 employees. The contradiction is real, and most coverage is missing the bigger picture.

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us tech 5 May 21 4 min read

Nvidia Earnings Aftermath: Asia Markets Erupt, SoftBank Surges 20%, and Analysts Zero In on the Real Question — Can Nvidia Hold Inference?

After Nvidia's blockbuster Q1 print, the story has moved from the numbers themselves to what happens next. SoftBank added $35 billion in market cap in a single day, Asia's tech sector lit up, and Wall Street analysts are now laser-focused on one specific threat: whether Nvidia can dominate the inference market as AI architecture shifts. The headline beat was yesterday's news — the real fight is happening right now.

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us finance 6 May 21 4 min read

Nvidia Concedes China to Huawei, Bets $200B on AI Agents, and Quietly Doubled Its Startup Stakes to $43B

The earnings numbers were already covered. What wasn't: Jensen Huang admitted Nvidia has 'largely conceded' China's AI chip market to Huawei, revealed $43 billion in startup equity stakes that nearly doubled in a single quarter, and pitched a brand-new $200 billion CPU market powered by agentic AI. These are the three stories buried under the headline revenue beat.

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us finance 6 May 21 4 min read

Dow Jumps 645 Points on Iran Deal Hopes, Nvidia Posts Record $81.6B Revenue — Then Markets Stall

Wall Street roared back Wednesday on Trump's Iran ceasefire comments and Nvidia's monster quarter, but the party hit a wall Thursday morning. Bond yields, oil prices, and a fragile geopolitical situation are doing the real driving here — and none of those are resolved.

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us finance 5 May 20 4 min read

Nvidia Crushes Q1 Estimates With $81.6B Revenue and $91B Guidance — Stock Barely Moves

Nvidia delivered a monster quarter — record data center revenue, a massive buyback, and guidance that topped even the whisper numbers. The market's reaction: a collective shrug. Here's what that tells you about where this stock actually stands.

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us finance 5 May 20 4 min read

Nvidia Reports Q1 Fiscal 2027 Earnings Wednesday — The Entire Chip Market Is Holding Its Breath

Nvidia posts fiscal Q1 2027 results after the bell on May 20, 2026, with Wall Street expecting $1.76 EPS and $78.86 billion in revenue — a 79% year-over-year jump. The Philadelphia Semiconductor Index is up 60% in 2026, and Nvidia alone accounts for nearly a fifth of the S&P 500's gains this year. If Nvidia misses or guides soft, the whole AI rally gets a stress test it may not pass.

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us finance 4 May 20 4 min read

Nvidia Earnings Drop Tonight: Options Now Pricing 8.1% Swing, Institutions Betting $75M on Support Holding at $220

Nvidia reports Q1 results after the bell Wednesday with Wall Street expecting a beat-and-raise quarter and Q2 guidance above $90 billion. Options markets have repriced the expected swing UP to 8.1% — higher than the 6.5% we reported previously. Institutions are already putting serious money on a floor near $220.

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us finance 5 May 20 4 min read

Nvidia Reports Q1 Wednesday: $79 Billion Revenue Expected, 6.5% Stock Swing Priced In, and the Whole AI Trade Is Riding on It

Nvidia drops Q1 fiscal 2026 earnings Wednesday after market close. Wall Street expects $79 billion in revenue — 79% growth year-over-year — and the options market is already bracing for a 6.5% swing in either direction. This isn't just one company's quarterly report anymore. It's a referendum on whether the entire AI spending boom is real.

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us tech 4 May 20 4 min read

Nvidia Joins OpenAI and Google in Singapore AI Buildout — Now It's a Full Ecosystem Play, Not Just One Lab

Nvidia just announced its first Singapore research hub, focused on embodied AI and robotics — adding a major hardware layer to deals OpenAI and Google already locked in. This isn't just about one lab anymore. Singapore is assembling a complete AI stack: chips, models, cloud, and government deployment. The question nobody's asking loudly enough: who actually controls what gets built here?

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us finance 5 May 19 4 min read

30-Year Treasury Hits 19-Year High at 5.18% as Chip Selloff Enters Day Three — Nvidia Earnings Tomorrow Are the Next Test

The semiconductor rout that started Friday accelerated Tuesday, with the Philadelphia Semiconductor Index now down more than 7% in three trading days. The new pressure point: the 30-year Treasury yield just hit 5.18%, its highest since 2007, driven by Iran-war inflation fears and bond vigilantes stress-testing incoming Fed Chair Kevin Warsh. All eyes shift to Nvidia's earnings Wednesday after the bell.

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us tech 6 May 19 3 min read

U.S. Cleared 10 Chinese Firms to Buy Nvidia H200 Chips — But China Hasn't Let a Single Delivery Through

The Commerce Department quietly approved Alibaba, Tencent, ByteDance, JD.com, and roughly six other Chinese companies to purchase Nvidia's H200 AI chips — up to 75,000 units each. Not one chip has actually been delivered. Jensen Huang went to Beijing hoping to break the logjam, came back with optimism, and now the real question is whether Wednesday's earnings call produces answers or more fog.

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us finance 5 May 18 4 min read

Nvidia Reports Wednesday With $17 Billion China Revenue Hole, Stock Down 6.5% From Thursday Highs, and Jensen Huang Fresh Off Air Force One

Nvidia reports Q1 FY2027 earnings Wednesday after the bell — and the story has shifted dramatically since our last coverage. The China revenue question is now front and center after Jensen Huang's last-minute Beijing trip, the stock is under pressure heading into the print, and options traders are burning cash on both sides of the bet.

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us tech 6 May 18 4 min read

Huawei Is Eating Nvidia's Lunch While Washington Debates Export Controls

China's Huawei is rapidly closing the AI chip gap — and U.S. export restrictions may actually be accelerating that process. Congress is hearing warnings from CSIS researchers and tech executives alike, but the policy response is incoherent. America is burning time it doesn't have.

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us finance 4 May 18 3 min read

Morgan Stanley Raises Nvidia Price Target to $285 Before Wednesday Earnings — Expects Another Beat-and-Raise Quarter

Morgan Stanley analyst Joseph Moore just hiked his Nvidia price target from $260 to $285, implying 26% upside from Friday's close. He expects Nvidia to beat Q1 estimates by roughly $3 billion and guide $4 billion above consensus. Fifty-seven of 61 Wall Street analysts have a buy or strong buy on the stock — but the real number to watch drops Wednesday after the bell.

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us finance 5 May 17 5 min read

AI Chip Rally Fractures: Intel and AMD Surge While Nvidia Stalls, Retail Crowd Piles In at the Top

The AI stock boom is rotating fast — away from Nvidia and into AMD, Intel, Micron, and fiber-optic plays — while retail investors are flooding in at record prices. That's historically when bubbles pop. The fundamentals are real, but so is the risk.

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us finance 5 May 17 4 min read

Bond Yields Spike to Multi-Decade Highs on Options Expiration Friday, Pulling Markets Off Record Highs — Nvidia Week Still Ahead

The S&P 500 and Nasdaq both hit fresh all-time highs this week before a violent Friday selloff driven by Treasury yields cracking key levels not seen in years. The 30-year Treasury briefly crossed 5.0%, Japan's 10-year hit its highest since 1997, and oil jumped 10% in a single week to $105 a barrel. Nvidia earnings Wednesday will be the next test — but the bond market just sent a warning shot.

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us finance 5 May 17 4 min read

Nvidia Earnings Headline a Week Where Bond Yields, Retail Results, and AI Spending All Converge

Q1 earnings season is winding down with 73% of S&P 500 reporters beating on revenue and 81% beating on the bottom line — but spiking Treasury yields, an unresolved Iran conflict, and a new Fed chair are throwing cold water on the rally. Nvidia reports Wednesday, TJX and Ross Stores follow, and the real story isn't just profit numbers — it's whether the market can hold record highs while the 30-year Treasury yield cracks 5%.

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us finance 5 May 17 4 min read

Nvidia Crosses $200B Net Worth for Jensen Huang, S&P 500 Hits 7,500 — But AI Layoff Stocks Are Getting Crushed

The S&P 500 closed above 7,500 for the first time on May 15, 2026, fueled largely by Nvidia's surge after the U.S. greenlighted H200 chip sales to Chinese tech firms. But a CNBC analysis of 23 companies that cut workers in the name of AI tells a different story — 56% of those stocks are DOWN, with an average decline of 25%. The AI trade is real, but it's a lot narrower than the headlines suggest.

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us finance 5 May 15 4 min read

Nvidia Pulls Back Friday as Bond Yields Spike — But the Real Story Is What Happens Wednesday

After a monster 20% run since May 5, Nvidia is getting hit Friday as Treasury yields surge and tech sells off broadly. The options market is sitting on a hair trigger ahead of Wednesday's earnings. Meanwhile, one analyst shop says the stock is still cheap — and another says this whole rally is a bull trap.

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us tech 6 May 15 4 min read

Trump-Xi Summit Ends Without Nvidia Deal — H200 Approvals Still Stuck in Limbo, Huawei Fills the Gap

The Trump-Xi summit in Beijing this week was supposed to be Nvidia's best shot at converting Washington's H200 export approvals into actual China revenue. It didn't happen. China's AI giants are already hedging toward Huawei, and Nvidia's window may be closing faster than Wall Street priced in.

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us finance 5 May 14 3 min read

S&P 500 Closes at 7,498, Nasdaq at 26,628 — Nvidia Hits $5.7 Trillion as U.S. Clears H200 Chip Sales to China

Thursday brought fresh all-time highs for both the S&P 500 and Nasdaq, driven by one headline: the U.S. approving roughly 10 Chinese firms to buy Nvidia's H200 AI chip. Nvidia jumped nearly 4%, dragging tech up 2.1% on the session. Meanwhile, inflation data that should be scaring markets is getting buried under the rally narrative.

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cn tech 5 May 14 4 min read

China's Tech Giants Say Domestic AI Chips Are Scaling Up — But the Black Market for Nvidia Tells the Real Story

Tencent and Alibaba are publicly touting their homegrown AI chips, but a wave of smuggling prosecutions and internal data reveal Chinese firms are still desperate for Nvidia hardware. The gap between Beijing's self-sufficiency narrative and reality is massive — and American export controls are being beaten by burner phones, WeChat messages, and fake front companies.

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us defense 6 May 12 4 min read

Trump Flies to Beijing with 12+ CEOs to Meet Xi — Nvidia's Jensen Huang Is Notably Absent

Trump heads to Beijing Thursday and Friday for a high-stakes summit with Chinese President Xi Jinping, flanked by executives from Apple, Tesla, Boeing, and Qualcomm. The biggest tell about where U.S.-China relations actually stand? Nvidia's Jensen Huang isn't on the plane. Chip restrictions, Taiwan, Iran, and a trillion-dollar trade war are all on the table — and almost nothing will get resolved.

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us finance 4 May 12 4 min read

Nvidia Gets $315 Price Target From Wells Fargo as 1999 Comparisons Split Wall Street

Wells Fargo just raised its Nvidia price target to $315 — calling for 44% more upside — while retail investors are buying call options at the most aggressive pace since the Covid stimulus frenzy. Wall Street is now openly debating whether this is 1999 Part Two, and the bulls and bears are reaching opposite conclusions from the same data. Regular people chasing this rally need to understand what that disagreement actually means.

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us finance 4 May 12 4 min read

SoftBank Drops $457 Million Into Graphcore as Nvidia's Challenger Chip Race Heats Up

SoftBank has injected $457 million into British AI chip company Graphcore — and this is just a 'portion' of what's coming in 2026. Meanwhile, Wells Fargo raised its Nvidia price target to $315, projecting 44% upside. The AI hardware spending war is accelerating, and someone is going to lose billions when the dust settles.

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us finance 5 May 10 4 min read

Alphabet Hits $4.8 Trillion Market Cap as Google's AI Bet Pays Off — Briefly Passes Nvidia

Alphabet's stock has surged 160% in the past year, briefly pushing its market cap past Nvidia's $5.2 trillion in after-hours trading this week. The story isn't just hype — Google owns the chips, the models, the cloud, and the distribution. That's a real competitive moat, and Wall Street is finally admitting it.

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