Guotai S&P 500 ETF(QDII)

Nvidia Q2 Revenue Forecast Exceeds Expectations at $91B Amid China Ban Impact

Cantor Fitzgerald Maintains Buy Rating on NVIDIA (NVDA) with $350 Price Target

Kawasaki Heavy Industries Partners with Nvidia to Open US Robot Center for Physical AI and Corleo Application

Cornerstone OnDemand Expands AWS Partnership, Launches New AI Skills Training Product

Microsoft Pushes Maia 200 Chip, Claims Lower Inference Costs Than Nvidia

Anthropic in talks with Microsoft to use its AI chips

Amazon India Launches Over 100 New High-End Beauty Brands to Meet Demand in Tier 2 and 3 Cities

Nvidia China Revenue Drops 53% to $4.55B, Total Sales Surge 85% to $81.6B, Customer Concentration Risk Rises

Apple Launches Sleep Apnea Notification for Apple Watch and Hearing Test for AirPods Pro in India

Wall Street Analysts Adjust Price Targets: Baird Raises Nvidia Target to $500

UBS raises Nvidia price target to $280

Microsoft Teams with Multiple Organizations to Invest Over $1 Billion in New Plan to Accelerate Enterprise AI Transformation

EY and Microsoft Announce Global AI Partnership to Scale Customer Value Creation

Amazon Plans $33 Billion AI and Cloud Infrastructure Investment in Southeast Asia by 2039

Bill Ackman Significantly Increases Stakes in Microsoft and Amazon, Cuts Alphabet by 95%

Goldman Sachs Raises Nvidia Price Target to $285, Maintains Buy Rating

Ofcom Says YouTube and TikTok Failed to Effectively Protect UK Children from Harmful Content

CMSI Raises Alphabet Price Target to $460, Maintains Overweight Rating

Taiwan Investigates Illegal Export of Nvidia-Chip Servers to Mainland China and HK/Macau

Manus considers raising $1 billion to cancel Meta acquisition

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Nvidia is expected to report earnings of $1.77 EPS and $78.75 billion in revenue for Q1 FY2027, reflecting significant year-over-year growth. The demand for AI, driven by heavy infrastructure spending from hyperscalers and new product launches, is anticipated to sustain Nvidia's growth. Given its market influence, Nvidia's results could impact the S&P 500 and AI sectors, potentially leading to either gains or pullbacks in the market.

- Wall Street predicts Nvidia will report an earnings per share of $1.77 and $78.75 billion in revenue for Q1 FY2027, indicating significant year-over-year growth.  
- Strong AI infrastructure spending from hyperscalers and new product launches are anticipated to maintain Nvidia's growth momentum.  
- Nvidia's substantial market influence may affect the S&P 500 and AI-related sectors, potentially leading to amplified gains or market pullbacks based on its performance.

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Nvidia earnings eyed as $78.75B quarter nears

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Goldman Sachs reports that baskets linked to global sales, non-profitable tech, and commodities have risen over 20% year-to-date, outperforming the S&P 500. Midcap stocks are appealing due to high profit margins and strong EPS growth, attracting investors focused on efficiency and returns. However, overbought conditions and upcoming earnings reports may introduce volatility and alter market sentiment for midcap stocks.

- Goldman Sachs' baskets related to international sales, non-profitable tech, and commodities have increased by over 20% year-to-date, outperforming the S&P 500.  
- Select midcap stocks are appealing to investors due to their high net profit margins and strong earnings per share growth.  
- However, overbought momentum signals and important earnings announcements may introduce volatility and alter market sentiment regarding midcap stocks.

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Goldman Sachs data shows rally led by global, tech, commodities

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Wall Street's major indices fell on Wednesday following a higher-than-expected wholesale inflation report. The Dow dropped by 0.3%, the S&P 500 decreased by 0.1%, and the Nasdaq Composite also fell by 0.1%. Six out of the eleven S&P sectors were in the negative territory, indicating a broad market decline.

- Wall Street's major market averages declined on Wednesday due to a wholesale inflation report exceeding expectations.  
- The Dow fell by 0.3%, the S&P 500 decreased by 0.1%, and the Nasdaq Composite also dropped by 0.1%.  
- Six of the 11 S&P sectors experienced losses, indicating broad sector weakness amidst rising inflation concerns.

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Wall Street drifts lower after a hotter than forecasted PPI inflation print

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Ed Yardeni has raised his 2026 S&P 500 target to a record 8,250 from 7,700, driven by stronger-than-expected earnings growth. He increased the likelihood of a long-term economic boom to 80% and maintained a 10,000 target for 2029. However, he cautioned that geopolitical tensions, inflation, and tech concentration pose risks to this rally.

- Ed Yardeni has raised his 2026 S&P 500 target to 8,250 from 7,700, driven by stronger-than-expected earnings growth.  
- He also increased the likelihood of a long-term economic boom scenario to 80%, maintaining a target of 10,000 for 2029.  
- However, he noted that geopolitical tensions, inflation pressures, and heavy tech concentration could pose risks to the market rally.

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Ed Yardeni lifts 2026 S&P 500 target to record 8,250

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Citic Securities reported that U.S. inflation in April remained high, influenced by the Middle East conflict. Rental inflation has increased core readings, impacting the purchasing power of American households, particularly low-income families. Real hourly wages have seen negative growth year-on-year for the first time in three years. While the risk of a second inflation wave is deemed minimal, high oil prices may hinder a decrease in inflation rates. A 25 basis point rate cut by the Federal Reserve is anticipated this year. U.S. Treasury bonds are favored for trading, while U.S. stocks may face short-term profit-taking risks.

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U.S. April Inflation Remains Elevated Amid Middle East Conflict, Citic Securities Reports

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HSBC

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HSBC Global Investment Research has raised its year-end 2026 target for the S&P 500 to 7,650, citing stronger-than-expected earnings. The firm also increased its earnings estimate for the index by 8%, projecting 20% growth and approximately $325 in per-share profit. Key drivers include technology and chipmakers, while risks such as higher oil prices and a hawkish Federal Reserve stance are noted. HSBC suggests potential for the index to exceed 8,000 if market participation broadens and certain sectors rebound.

- HSBC Global Investment Research raised its year-end 2026 target for the S&P 500 to 7,650, citing stronger-than-expected earnings.  
- The report indicates 20% growth in S&P 500 earnings with key contributions from technology and chipmakers, despite some stocks trading below recent highs.  
- Potential paths for exceeding 8,000 include tech re-ratings and a softer rate environment, while risks arise from higher oil prices and a hawkish Federal Reserve stance.

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HSBC resets S&P 500 price target for rest of 2026

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US April CPY 3.8% y/y vs 3.7% expected

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Wall Street is expected to open lower as geopolitical tensions and rising oil prices dampen investor sentiment. The U.S. Futures Index indicates declines in Dow, S&P 500, and Nasdaq futures. Oil prices surged over 3% to $107.47 per barrel, while gold prices fell. The Consumer Price Index for April is set to be released, with expectations of a 0.6% increase. Asian markets showed mixed results, with Chinese stocks declining and Japanese markets gaining.

- Initial trends indicate Wall Street may open lower due to concerns over rising oil prices and inflation, along with geopolitical tensions regarding the U.S.-Iran ceasefire.  
- As oil prices surge, with Brent crude climbing over 3 percent to $107.47 a barrel, major U.S. index futures are showing signs of decline before the release of the Consumer Price Index.  
- Asian stocks closed mostly lower, except for Japanese markets which saw gains, while Australia's S&P/ASX 200 index fell for the third consecutive session.

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Wall Street Poised For Lower Open Geopolitical Situation Dampens Investor Appetite

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CME's FedWatch tool shows a 97.7% likelihood that the Federal Reserve will keep interest rates steady through June, with only a 2.3% chance of a 25 basis point cut. By July, the probability of maintaining rates drops slightly to 94.6%, while the chances of a 25 basis point cut rise to 5.4%, and a 50 basis point cut remains at 0.1%.

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CME: Fed Likely to Maintain Rates Through July

HSBC has raised its 2026 year-end S&P 500 price target to 7,650, up from 7,500, driven by strong earnings growth and optimism surrounding AI. The firm anticipates a 20% EPS growth this year, with a potential path to 8,000 if the economy remains resilient and valuations improve. However, limited market breadth could hinder gains, as many stocks are still below their 52-week highs. AI efficiency and lower long-term rates are seen as positive factors, while inflation and high AI expenditures pose risks.

- HSBC raised its 2026 year-end S&P 500 price target to 7,650, citing strong earnings growth and AI optimism.  
- The firm notes that increased market breadth could lead to further gains, while improved efficiency from AI and declining long-term rates also support the outlook.  
- However, concerns remain about persistent inflation and high AI capital expenditures potentially stalling market performance.

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S&P 500 Price Target Boosted to 7,650 by HSBC on Bullish Earnings Outlook

Guotai S&P 500 ETF(QDII)(159612.SZ)