iShares Future AI & Tech ETF

NVIDIA GTC to Take Place in Taipei from June 1-4

AMD to Participate in Supercomputing 2026 (SC26)

Nvidia Drops for Three Days but Wall Street Raises Target Price to $300 Amid Strong AI Chip Demand

NVIDIA and Google Cloud Announce Collaboration at I/O to Empower 100k Developers Building AI Apps

AMD CTO Mark Papermaster Sells 6,000 Shares for $2.6 Million on May 15

Goldman Sachs reiterates Buy rating on Nvidia, focusing on growth beyond the "$1 trillion guidance"

AMD's stock declines after CEO Lisa Su meets with high-level Chinese officials

US and China agree to intergovernmental dialogue on AI, 10 Chinese firms approved to purchase NVIDIA's H200 chips

Nvidia Plans to Release Q1 FY2027 Earnings Report as AI Infrastructure Spending Solidifies Key Role

Nvidia Post-Earnings Market Cap Expected to Fluctuate by $355B, Options Show Bullish Sentiment Amid Profit-Taking Risks

Amazon and AMD Increase Holdings in Marvell, Highlighting Potential to Replace Nvidia in AI

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

Investment bank Evercore ISI raises AMD's price target to $579

Google and Blackstone venture poses potential competitive threat to CoreWeave, stock falls in pre-market

Citi Raises AMD Price Target to $460 on AI Demand Boom

World Investment Advisors Increases Broadcom Stake by 16.1% Amid Insider Selling

Citi raises Micron Technology target price from $425 to $840

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Pinned News

置顶新闻

AS AI AGENTS SCALE, ENTERPRISES DEMAND EXECUTION CONTROL-- DEVENEX TAKES CONTROL

ARTY

BOTZ

CLOU

Devenex has launched at Google Cloud Next 2026, introducing a governance infrastructure designed to control AI agents' execution across enterprise systems. This Execution Control Plane ensures that every action by AI agents is policy-evaluated, authorized, and recorded, addressing the gap in accountability as enterprises increasingly deploy AI. With projections indicating a significant rise in agentic AI usage, Devenex aims to provide the necessary governance to mitigate compliance risks and enhance operational confidence.

Fidelity

SPDR S&P Software

Global X Funds Global X Artificial Intelligence & Tech ETF

iShares Expanded Tech Software Sector ETF

ISHRS S&P Glb It

Global X Robotics & Artificial

Global X Cloud Computing ETF

Alphabet

Alphabet - C

Gartner

Abacus Global

ABACUS GLOBAL MANAGEMENT INC 9.875% SENIOR NOTES 15/11/2028 USD25

Abacus Life - CW27

NVDU

NVDD

NVDL

NVDY

NVDX

Investors are debating whether to buy AMD stock over Nvidia, as both companies excel in the data center market. The Motley Fool's Stock Advisor recently listed 10 top stocks, excluding AMD, which could yield significant returns. Historical data shows substantial gains from previous recommendations. Stock Advisor boasts a 998% average return, outperforming the S&P 500's 207%. Parkev Tatevosian, CFA, has positions in Nvidia and AMD, and his views are independent of The Motley Fool.

- The report highlights two major players in the data center market and discusses the potential for AI to create a trillionaire.  
- It advises caution regarding investment in Advanced Micro Devices, as it was not included in The Motley Fool's list of ten recommended stocks, which historically yielded substantial returns.  
- The Motley Fool’s Stock Advisor shows a total average return of 998%, significantly outperforming the S&P 500's 207% return.

nasdaq

GraniteShares 2x Short NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

Direxion Daily NVDA Bear 1X ETF

GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long AMD Daily ETF

Direxion Daily AMD Bull 2X Shares

T-Rex 2X Inverse NVIDIA Daily Target ETF

YieldMax NVDA Option Income Strategy ETF

AXS 1.5X NVDA Bear Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

NVIDIA

Intel

Netflix

S&P 500

Nasdaq

NVIDIA Corporation

Should Investors Buy AMD Stock Instead of Nvidia?

NVDA

Options traders anticipate a $355 billion swing in Nvidia's stock (NVDA) following its earnings report on May 20. With a market cap of $5.40 trillion, Nvidia's stock is expected to fluctuate by approximately 6.5%. Analysts view Nvidia's earnings as a key indicator for the AI sector, and the stock holds a consensus Strong Buy rating from 42 analysts, with a price target suggesting a 26% upside.

- The options market anticipates a significant move in Nvidia (NVDA) stock following its earnings report on May 20, projecting a $355 billion potential swing in market value.  
- With a market capitalization of $5.40 trillion, Nvidia's performance is crucial as it influences the broader stock market and is seen as a litmus test for the renewed artificial intelligence trade.  
- Currently, Nvidia holds a Strong Buy consensus rating from 42 Wall Street analysts, with an average price target of $281.97 indicating a 26% potential upside.

Tip Ranks

Options Traders Expect $355 Billion Swing in Nvidia Stock (NVDA) After Earnings

Morgan Stanley analyst Joseph Moore anticipates a strong earnings report for Nvidia (NASDAQ:NVDA) amid rising expectations and price targets. Despite concerns over AI spending and market competition, Moore predicts a positive quarter with a potential $3 billion beat. He raises Nvidia's price target from $260 to $285, suggesting a 29% upside. The consensus rates NVDA as a Strong Buy, reflecting confidence in its growth potential and upcoming product releases.

- Nvidia (NASDAQ: NVDA) is set to report earnings, with analysts optimistic about sustained AI-driven growth despite rising Treasury yields and potential overestimations in AI spending.  
- Morgan Stanley’s Joseph Moore anticipates a strong quarter with approximately $3 billion in earnings beat and guidance about $4 billion higher, while raising his price target from $260 to $285, suggesting a 29% upside.  
- Concerns about market competition and margin pressures might diminish if Nvidia's $1 trillion revenue outlook proves accurate, supporting its position as a top pick in semiconductors.

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Morgan Stanley Sets the Stage for Nvidia Stock Ahead of Earnings

Wall Street's rally has stalled as major indexes fell for a second consecutive day, driven by profit-taking after a recent AI-led surge. The 10-year Treasury yield reached 4.66%, the highest in 15 months, amid rising oil prices linked to uncertainties in the Iran conflict. The semiconductor sector faced pressure, with Nvidia declining ahead of earnings and analysts cautioning about a potential 40% correction risk.

- Major stock indexes fell for the second consecutive day as investors took profits following a significant AI-driven rally since late March.  
- The 10-year Treasury yield rose to 4.66%, the highest level in 15 months, influenced by high oil prices amid uncertainties related to the Iran conflict.  
- Semiconductor stocks faced challenges, with Nvidia declining ahead of earnings reports, as analysts indicated a potential 40% correction risk in the sector.

Occidental Petroleum

SPDR Energy Select

Us Brent Oil

VanEck Oil Services ETF

ISHRS S&P Glb Engy

SPDR O&G Ex & Prd

SPDR O&G Equip

VG Energy

iShares US Oil & Gas Expl & Prod

United States Oil Fund LP

Pro Ultr Bloomberg Crude Oil

VanEck Semiconductor ETF

iShares US Oil Equip & Svcs

VanEck Oil Refiners ETF

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Rising yields and oil prices rattle Wall Street rally

MRVL

SNDK

QCOM

Marvell Tech(MRVL) rose 4.34%, with a trading turnover 4.3 Billion USD, and a year-to-date rose 107.7%. Sandisk(SNDK) rose 3.77%, with a trading turnover 17.8 Billion USD, and a year-to-date rose 482.7%. Vertiv(VRT) fell 5.03%, with a trading turnover 2.9 Billion USD, and a year-to-date rose 99.2%. BlackRock(BLK) fell 4.57%, with a trading turnover 1.1 Billion USD, and a year-to-date fell 2.6%.

- The Nasdaq Composite Index decreased by 0.84%, with a year-to-date gain of 11.3%.  
- Meanwhile, the S&P 500 fell by 0.67% and the Dow Jones dropped by 0.65%, recording year-to-date increases of 7.4% and 2.7%, respectively.  
- Notable stock movements include Marvell Technology rising by 4.34% and Sandisk increasing by 3.77% year-to-date, while Vertiv and BlackRock saw declines of 5.03% and 4.57%.

Top Gainers&Losers

Marvell Tech

Sandisk

Mizuho Financial

Eli Lilly

Vertiv

BlackRock

Newmont

Qualcomm

AppLovin

Top 5 US Stock Gainers/Losers (>100B) (5.19)

ALAB

On Tuesday, the stock market declined as yields rose, with Dow Jones Futures falling. However, AI companies Micron and Sandisk saw stock price increases. Investors are anticipating Nvidia's upcoming earnings report, which could influence market trends. Despite the overall downturn, Micron and Sandisk demonstrated resilience in the AI sector.

Unusual Whales

Astera Labs

Micron Tech

Dow Jones Industrial Average

Sandisk - WI

Dow Jones Futures: Stocks Fall As Yields Jump; Micron, Sandisk, Astera Rise With Nvidia Earnings Due

INTC

INTW

In Q1, nearly 5,000 institutional investors increased their semiconductor holdings, driven by AI demand. Major companies like Micron and Intel attracted significant new investments. Despite strong earnings growth and high valuations supporting positive market expectations, potential risks persist.

- Nearly 5,000 institutional investors increased their semiconductor positions in Q1, as reported by SEC filings.  
- Major companies like Micron and Intel attracted significant new investors due to rising demand for AI-related chips.  
- The market is buoyed by strong earnings growth and high valuations, although there are still inherent risks.

GraniteShares 2x Long INTC Daily ETF

First Trust Nasdaq Food & Semicon

SPDR S&P Semicon

GraniteShares 2x Long MU Daily ETF

Invesco PHLX Semiconductor ETF

Direxion Daily MU Bull 2X Shares

Invesco Semiconductors ETF

Institutional investors boost semiconductor holdings amid AI demand

.NDX

.IXIC

QQEW

Wall Street is facing pressure from rising bond yields, which are impacting AI-related ETFs more than easing geopolitical tensions in the Middle East. The 10-year Treasury yield has climbed to 4.7%, affecting growth-heavy indexes like the Nasdaq and semiconductor ETFs. Investors are concerned that high valuations of AI stocks may not hold up against a higher interest rate environment. Nvidia's upcoming earnings report could influence market sentiment, but rising yields may overshadow any positive results.

- Wall Street experienced a dip as rising Treasury yields overshadowed temporary relief from Middle East tensions.  
- The focus on surging 10-year yields, approaching 4.7%, sparked concerns over high-growth tech stocks like Nvidia and related ETFs, as higher rates challenge premium valuations.  
- With Nvidia's earnings report imminent, the bond market's influence may dictate the future performance of AI-linked investments, prompting a shift towards more defensive sectors.

NASDAQ-100

NASDAQ Composite Index

First Trust NASDAQ-100 Equal Weighted

SPDR S&P 500

Invesco AI and Next Gen Software ETF

Fidelity Nasdaq Composite Index ETF

FT Nasdq AI & Robotics

Invesco Nasdaq 100 ETF

Spdr Select Tech

iShares A.I. Innovation and Tech Act ETF

Invesco QQQ Trust

Proshares UltraPro QQQ

ServiceNow

Salesforce

Bond Yields Can Become A Bigger Threat To AI ETFs, Not Iran— Can Nvidia Earnings Help The Trade?

AAPB

AAPX

AAPU

Trump executed over 3,500 trades worth hundreds of millions in Q1 2026, focusing on major tech companies like Apple and Nvidia. The timing of these trades, occurring just before significant corporate announcements, has raised allegations of insider trading. While Trump's team claims the assets are managed independently, his knowledge of the holdings challenges the notion of a blind trust.

- Trump executed over 3,500 trades valued at hundreds of millions in Q1 2026, focusing heavily on tech giants like Apple, Alphabet, and Nvidia.  
- Several trades occurred just days before significant corporate announcements, raising concerns about potential insider trading and conflicts of interest.  
- While Trump's team asserts that assets are managed independently, his certification of knowledge regarding holdings challenges claims of a blind trust.

GraniteShares 2x Long AAPL Daily ETF

T-Rex 2X Long Apple Daily Target ETF

Direxion Daily AAPL Bull 2X Shares

Apple

Trump's Q1 tech trades spark conflict-of-interest uproar

GOOGL

MSFT

GOOG

GOOW

GGLL

MSFU

MSFX

Approximately 685 million potential shares have been either reduced or eliminated, while the share count has remained stable since July 2025. ReelTime has emphasized its focus on debt reduction, dilution discipline, and capital stewardship in a market driven by tech giants like Microsoft (MSFT), NVIDIA (NVDA), and Alphabet (GOOGL).

Microsoft

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

ReelTime's Annual Financials Reveal Major Capital Structure Improvements Designed to Protect Shareholder Value and Reduce Potential Dilution

iShares Future AI & Tech ETF(ARTY.US)