EFUND AI

Horizon Robotics repurchased 6.68 million shares on May 20 at HK$5.79-5.9 per share

Alibaba's Joe Tsai and Eddie Wu Letter: AI Business Enters Commercialization, Projecting 30 Billion Annual Revenue

CSC Financial: AI and Domestic Substitution Drive SMIC Performance, Maintain Buy Rating

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

BOCOM International Cuts Xiaomi Target Price to 34.8 HKD, Expects Q1 Adjusted Net Profit to Drop 6% QoQ

NVIDIA Earnings Loom, UBS Bullish on $150B Buyback and Long-term AI Growth

Nvidia Spends $90 Billion on 145 Acquisitions in 16 Months to Strengthen AI Position

Alibaba Cloud Announces Full Openness of Bailian Platform, Integrating Multiple Large Models Including GLM-5.1

Nvidia Short Positions Hit Record as Michael Kramer Warns of Epic Squeeze Risk

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

Mesirow Cuts Broadcom Stake by 31.4% in Q4 as Insiders Sell

Fairtree Cuts Alibaba Stake by 57.7%, Other Investors Increase Holdings

Huaxing Securities Resumes Tracking of SMIC A-Shares with Buy Rating

Duan Yongping's H&H Majorly Increases Nvidia Stake and Expands into AI Infrastructure

NVIDIA Partners with Amazon to Advance GIDS Technology, Aiming to Disrupt AI Storage Architecture

Alibaba Cloud Opens Bailian Platform and Launches New Models with Moonshot and Minimax

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

Alibaba Dissolves Miaoya AI App Team, Focuses on E-commerce AI Strategy

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REF HOLDINGS

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Nvidia's upcoming earnings report is crucial for assessing the tech market's momentum, especially after a recent 4% decline from its May high. With Q1 expectations showing revenue growth of 11.2% and EPS growth of 28.4%, the performance of major tech companies is anticipated to outpace the broader market. So far, 84% of the S&P 500 has reported, with earnings exceeding estimates by 17.3%. Investors are keen to see if Nvidia's results will support ongoing demand.

- Nvidia's upcoming earnings report is crucial for assessing the ongoing tech market rally.  
- The stock has declined about 4% since its May 14 peak, following a significant 40% rally from April to mid-May.  
- Overall, 84.0% of S&P 500 companies have reported, with Q1 revenue growth expectations at 11.2% and EPS growth at 28.4%, while major tech companies are projected to significantly outpace the broader market in growth.

ZeroHedge

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

GraniteShares 2x Short NVDA Daily ETF

S&P 500

NVIDIA Corporation

Nvidia Earnings Preview: Is All The Good News Priced In, And Will The Stock Swoon Again

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Reddit Inc (RDDT) is experiencing significant selling pressure, down over 40% year-to-date, primarily due to institutional de-risking ahead of Nvidia's earnings. The stock is below major moving averages with a bearish RSI, and valuation concerns persist as it trades at a premium P/E multiple of nearly 33x. Macro headwinds, including rising Treasury yields, are further impacting growth stocks. Despite these challenges, Wall Street maintains a 'moderate buy' rating with a price target suggesting a potential upside of nearly 50%.

- Reddit Inc (RDDT) is experiencing significant selling pressure as investors reassess their positions in high-multiple tech assets, contributing to a year-to-date decline of over 40%.  
- The sell-off is driven by institutional de-risking ahead of Nvidia's earnings, raising valuation concerns due to RDDT's high price-to-earnings multiple and a bearish options market.  
- Despite these challenges, Wall Street remains optimistic with a "moderate buy" rating and a target price suggesting nearly 50% upside potential.

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Reddit

GraniteShares 2x Long RDDT Daily ETF

Direxion Semicon Bull 3X

Alphabet

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Pinterest

Alphabet - C

Reddit stock: 3 reasons why it's slipping today

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SOXX

Samsung Electronics is facing a strike, boosting semiconductor stocks like Micron and SanDisk. Optimism surrounds NVIDIA's upcoming earnings, with the stock rallying ahead of the event. Meanwhile, oil prices are pulling back as tankers exit the Strait of Hormuz, impacting inflation and bond yields. The market is reacting positively to potential good news regarding Iran, while the 'momo crowd' is buying stocks ahead of earnings, ignoring risks. Money flows in major stocks show mixed signals, with positive flows in Amazon and Nvidia, and negative in Microsoft.

- Semiconductor stocks are rallying due to a potential strike at Samsung Electronics, the largest memory chip maker, impacting companies like Micron Technology and SanDisk.  
- The pullback in oil prices is fostering optimism for market stability, while upcoming earnings from NVIDIA are drawing investor interest amid mixed past performance.  
- The European Central Bank hints at a possible interest rate hike, and early trading suggests positive money flows in key stocks like Amazon and Tesla.

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Micron Tech

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T-Rex 2X Inverse NVIDIA Daily Target ETF

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iShares Semiconductor ETF

Invesco PHLX Semiconductor ETF

Invesco Semiconductors ETF

VanEck Semiconductor ETF

First Trust Nasdaq Food & Semicon

GraniteShares 2x Long MU Daily ETF

Target

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Apple

Meta Platforms

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iShares Silver Tr

United States Oil Fund LP

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Semi Mania Resumes Ahead of Nvidia Earnings On Samsung Woes And Tankers Exiting Hormuz

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Stock Market Today: Small caps show strength. Arm Holdings spikes while Nvidia stock rallies ahead of earnings.

Dow Jones Industrial Average

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Spdr Select Tech

Global X Video Games & Esports ETF

SPDR Djia

VanEck Video Gaming and eSport ETF

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Wedbush ETFMG Video Game Tech ETF

Stock market today: Dow gains 500 points as oil dives, Nvidia rises; airline names soar (live coverage)

Nvidia is the biggest winner of the AI boom so far, but these three stocks could be the big winners from the shift toward inference and agentic AI.

These super stocks could be the biggest winners in the AI inference and agentic AI economy

NVDD

Nvidia is set to report Q1 2027 earnings, with expectations of $78.8 billion in revenue and $1.77 EPS, marking significant growth. Despite a history of beating estimates, recent data shows the stock has reacted negatively post-earnings, with average returns declining. Investors are now focused on whether Nvidia can exceed high expectations, as past performance indicates that simply beating estimates may not suffice for positive stock movement.

- Nvidia Corp. is set to report its first-quarter 2027 earnings, with estimates anticipating $78.8 billion in revenue and $1.77 in adjusted earnings per share, signaling significant growth compared to 2025.  
- Historically, while Nvidia has consistently beaten revenue and EPS estimates, recent earnings reports have shown that the stock's immediate reaction has become less predictable, often resulting in negative returns despite exceeding expectations.  
- Investors are now focused on the magnitude of the earnings beat and future guidance, as the market has already priced in high expectations for Nvidia's performance.

Direxion Daily NVDA Bear 1X ETF

Nvidia Earnings Impact Tracker: Historical Data Shows Hidden Bull Trap

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The Investment Committee give you their top stocks to watch for the second half of the trading day.

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

Goldman Sachs

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

Us Global Jets

SPDR S&P Transp

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

iShares US Transportation ETF

VG Financial

Financial Select Sector SPDR Fund

Delta Air Lines

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Final trades: Nvidia, Delta Air Lines, Alphabet and Goldman Sachs

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

Barchart Option

NVDA WeeklyPay ETF - Roundhill

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

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NFLW

Analyst Vivek Arya from BofA urges Nvidia to increase cash returns to investors, highlighting its lag in dividends and buybacks compared to peers. While Nvidia has focused on AI investments, CEO Huang may contemplate boosting shareholder returns due to slowing growth. Meanwhile, Netflix plans to stream five NFL games to enhance subscriber growth and ad revenue, though it faces potential technical challenges.

- Analyst Vivek Arya from BofA recommends that Nvidia increase cash payouts to investors, as it currently falls behind its peers in dividends and buybacks.  
- Despite focusing on investments in its AI ecosystem, CEO Jensen Huang may evaluate enhancing shareholder returns due to a slowdown in growth.  
- Additionally, Netflix plans to stream five NFL games to attract more subscribers and ad revenue, although it risks technical issues that could impact viewership.

Netflix

Roundhill NFLX WeeklyPay ETF

Direxion Daily NFLX Bull 2X Shares

T-REX 2X Long NFLX Daily Target ETF

Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Nvidia faces calls to boost investor payouts as Netflix lands NFL deal

Nvidia is set to report its Q1 fiscal 2027 results on May 20, with analysts expecting $79 billion in revenue and $1.77 EPS driven by strong AI demand. Hyperscalers are projected to invest over $700 billion in AI infrastructure by 2026, enhancing Nvidia's market position. However, a record $62.5 billion in short exposure indicates potential volatility in stock movements post-earnings.

- Nvidia is set to report its Q1 fiscal 2027 results on May 20, with analysts estimating $79 billion in revenue and $1.77 EPS, driven by strong AI demand.  
- Hyperscalers are planning over $700 billion in capital expenditures in 2026, aimed primarily at AI infrastructure, which may enable Nvidia to gain substantial market share.  
- There is potential for volatility ahead, as a record $62.5 billion in short exposure and previous post-earnings stock drops indicate possible sharp market movements, regardless of the results.

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XI2CSOPNVDA

Nvidia set for pivotal earnings amid AI spending boom

EFUND AI(03489.HK)

Nvidia Earnings Preview: Is All The Good News Priced In, And Will The Stock Swoon Again

Reddit stock: 3 reasons why it's slipping today

Semi Mania Resumes Ahead of Nvidia Earnings On Samsung Woes And Tankers Exiting Hormuz

Stock market today: Dow gains 500 points as oil dives, Nvidia rises; airline names soar (live coverage)

These super stocks could be the biggest winners in the AI inference and agentic AI economy

Nvidia Earnings Impact Tracker: Historical Data Shows Hidden Bull Trap

Final trades: Nvidia, Delta Air Lines, Alphabet and Goldman Sachs

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

Nvidia faces calls to boost investor payouts as Netflix lands NFL deal

Nvidia set for pivotal earnings amid AI spending boom