Direxion Daily NVDA Bull 2X Shares

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

HSBC raises Nvidia target price from $295 to $325

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

Nvidia's Vera CPU Enters Production Environment for First Time, A-share AI Sector Sees Layout Window Amid Volatility

Nvidia CEO Huang Renxu Optimistic About China Allowing AI Chip Imports

China Mobile's 2 billion yuan AI server procurement order excludes NVIDIA, with Huawei as the sole supplier

Dell and NVIDIA Deepen Partnership to Jointly Advance the Construction of AI Factories

Nvidia announces its new generation Vera CPU has been delivered to four major AI labs

Nvidia CEO Jensen Huang says he believes the China market will open over time

Nvidia and Dell CEOs Discuss Distributed Computing: Launching New AI Platform and High-Performance CPU

Nvidia CEO Jensen Huang: Market Will Open Over Time

Nvidia and Dell CEOs conclude remarks on Bloomberg TV

Nvidia CEO Huang: Supply Chain Must Be Prepared

Dell and NVIDIA Launch OpenShell and AI-Q 2.0 Reference Architecture

NVIDIA CEO Jensen Huang to Deliver Keynote at Dell Technologies World

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Meet the Small-Cap Chip Stock That Is a Tiny Fraction of Nvidia's Valuation and That Just Posted 59% Revenue Growth Due to AI-Driven Demand

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Ambiq Micro (AMBQ) has reported a 59% revenue growth, reaching $25.1 million, driven by demand for edge AI technology. Despite a market cap of $1.5 billion and a 150% stock increase this year, the company incurred a loss of $10.2 million. With 71% of its revenue from three customers, Ambiq faces risks but shows potential in the evolving AI landscape. Investors should be cautious due to its lack of profitability and customer concentration.

- Nvidia is the most valuable company globally, valued at $5.4 trillion, and is central to the AI revolution but faces concerns over high valuation.  
- Ambiq Micro, with a market cap of $1.5 billion and a recent 59% sales increase, is positioned in the edge AI market, making ultra-low-power semiconductors for devices.  
- Despite its growth, Ambiq is not yet profitable and relies heavily on a small customer base, making it a potentially risky investment for now.

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US stock index futures fell, led by weakness in semiconductor shares, raising concerns over inflation and corporate earnings. Dow futures dropped 65 points, with technology stocks under pressure. Oil prices eased but remained high amid Middle East tensions. Treasury yields pulled back after a recent rise. Investors are awaiting Nvidia's earnings and the Federal Reserve's minutes for insights on economic conditions.

- US stock index futures declined due to weakness in semiconductor shares and concerns over inflation, elevated bond yields, and corporate earnings outlook.  
- The S&P 500 futures fell 0.23%, while Nasdaq 100 contracts decreased by 0.46%, reflecting pressure on technology stocks.  
- Market sentiment remains fragile ahead of upcoming earnings reports from Nvidia and Walmart, along with the Federal Reserve's minutes, amid ongoing geopolitical tensions.

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Dow futures slip 65 points: 5 things to know before markets open

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

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Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

DELL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

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NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

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Dell's AI Factory has refreshed its infrastructure with new networking and storage stacks, enhancing its position in the AI market. The company reported 5,000 customers, primarily enterprises, and introduced new PowerRack systems for networking and cooling, which can be operational in under six hours. The PowerRack features advanced manageability and leak detection, while also supporting Nvidia's latest technologies. Analysts noted Dell's strong sales growth and its ability to meet hardware demands amid a global AI infrastructure expansion.

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Dell AI Factory gets rack-scale infrastructure refresh

Tech analyst Beth Kindig has named Bloom Energy (BE) as the 'biggest outperformer' in tech after a remarkable 217% YTD stock rally. Bloom Energy's unique solid oxide fuel cells address critical power generation issues for the AI economy, outperforming traditional mega-caps. The company's Q1 2026 revenue surged 130.4% year-over-year, and analysts have raised price targets significantly, citing grid constraints as a key catalyst for growth.

- Bloom Energy Corp. (NYSE:BE) has significantly outperformed major tech stocks, with a 217% year-to-date increase, making it a top pick for analysts amid growing power generation challenges for AI.  
- The company's solid oxide fuel cells enable data centers to bypass utility interconnection delays, positioning Bloom to capitalize on increased demand for power as AI technology evolves.  
- Recent financial performance highlighted a record $751.1 million in Q1 2026 revenue, representing a 130.4% year-over-year growth, prompting analysts to raise their price targets for the stock.

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Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

Nvidia (NVDA) will report its Q1 FY27 earnings this week on May 20. According to TipRanks' Options Tool, options traders expect an 8.65% move in either direction in NVDA stock in reaction to Q1 FY27 earnings. This implied move is slightly higher than Nvidia's average post-earnings move (in absolute terms) of 3.16% over the past four quarters.Claim 55% Off TipRanksForget margin or options. Here's how the pros trade NVDA

- Nvidia (NVDA) is set to release its Q1 FY27 earnings on May 20.  
- Options traders anticipate an 8.65% movement in NVDA stock following the earnings report, exceeding the average post-earnings move of 3.16% observed in the last four quarters.  
- This heightened expectation indicates increased volatility surrounding Nvidia's financial performance announcement.

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Nvidia Will Report Q1 Earnings on May 20 — Options Traders Expect an 8.65% Move in NVDA Stock

US equity futures dipped pre-bell as tech stocks fell, with Dow futures down 0.3%, S&P 500 down 0.5%, and Nasdaq down 0.9%. Nvidia's stock dropped 0.8% ahead of its earnings report. President Trump canceled a planned attack on Iran amid ongoing negotiations. Oil prices fell, with Brent crude down 1.6%. Pending home sales are expected to rise 1%. In global markets, Japan's Nikkei fell 0.4%, while the UK's FTSE 100 rose 0.6%. Notable tech sell-offs included Taiwan Semiconductor and Micron Technology.

- US equity futures were declining as technology stocks faced sell-offs, with Dow Jones futures down 0.3% and Nasdaq futures down 0.9%.  
- President Trump canceled a planned attack on Iran following discussions with Middle Eastern leaders, indicating ongoing negotiations.  
- Pending home sales are expected to rise 1% for April, and notable market movements included Nvidia's stock dropping 0.8% ahead of its earnings report.

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Tech Stock Sell-Off, Continued Middle East Standoff Drag US Equity Futures Pre-Bell

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DA Davidson analyst Gil Luria has cut CoreWeave's price target from $175 to $100, citing concerns over profitability and high debt dependence amid rising input costs. CoreWeave's shares fell 6.27% to $100.57. Luria noted the company's low 1% EBIT margin and execution risks, despite strong demand in the AI cloud sector and investments from major players like Nvidia and Microsoft.

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This CoreWeave Analyst Cuts Price Target On Margin Pressure From Rising Input Costs

Major U.S. indexes opened mixed as the 10-year Treasury yield remained above 4.57%. Oil prices eased amid reports of a potential Iranian sanctions waiver. Elevated yields and high energy costs are raising inflation concerns, impacting valuations. Upcoming earnings from Nvidia and Walmart may influence market direction, testing investor confidence in AI growth and consumer resilience.

- Major U.S. indexes opened mixed as the 10-year Treasury yield remained above 4.57% and oil prices declined amid potential Iranian sanctions waivers.  
- Elevated yields and high energy costs are contributing to persistent inflation fears, leading investors to remain cautious about the ongoing Iran conflict.  
- This week, earnings reports from Nvidia and Walmart will be crucial in influencing market direction, reflecting investor sentiment towards AI growth and consumer resilience.

Wall Street wavers as yields stay high ahead of key earnings

NVIDIA (NVDA) shares surged over 20% in seven sessions, reaching an intraday record of $235.75 before closing at $225.32. The company reported a record quarterly revenue of $68.1B and a gross margin of 75.2%. With a market cap near $5.5T, traders are anticipating earnings results on Wednesday, focusing on revenue, EPS, guidance, and commentary on China. Analysts project AI-chip revenue potential of at least $1T through 2027.

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Key facts: NVIDIA surges to record; $68.1B, 75.2% margin; earnings Wed

Direxion Daily NVDA Bull 2X Shares(NVDU.US)