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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%

Micron Recruits HBM Core Talent in Seoul, Exposing Samsung's Labor Pain Points

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

Agape ATP

Akanda

Co-Diagnostics

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

Tradr 2X Long QBTS Daily ETF

Defiance Daily Target 2X Long RGTI ETF

Tradr 2X Long RGTI Daily ETF

Netcapital

PicoCELA

NewGenIvf

NVDA

NVDX

NVDY

NVDL

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NVDU

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Nvidia's private investment portfolio has surged to $42.3 billion, reflecting a significant increase from $22.3 billion a year ago. In just one quarter, the company deployed $17.9 billion into private companies, positioning itself as a major player in AI investments. Nvidia reported $2.6 billion in unrealized gains during the quarter, indicating that its investment strategy is yielding positive results. Overall, Nvidia's total exposure to private investments, including future commitments, approaches $70 billion.

- Nvidia Corp. has significantly increased its non-marketable equity securities, rising to $42.3 billion, up from $22.3 billion a year ago, as per the latest Form 10-Q filing.  
- During the last quarter, the company invested $17.9 billion into private firms, reflecting a deployment rate of nearly $200 million per day.  
- This investment strategy has resulted in $2.6 billion in unrealized gains during the quarter, indicating that Nvidia is evolving from a chipmaker into a major player in AI investments.

benzinga_article

NVIDIA

T-Rex 2X Long NVIDIA Daily Target ETF

YieldMax NVDA Option Income Strategy ETF

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VanEck Semiconductor ETF

Spdr Select Tech

iShares Expanded Tech Software Sector ETF

iShares Semiconductor ETF

Direxion Semicon Bull 3X

Direxion Daily NVDA Bull 2X Shares

SPDR S&P Software

XL2CSOPNVDA

XI2CSOPNVDA

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Jensen Huang's Other AI Empire Is Now Worth $42 Billion

TSLA

GOOG

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Today's economic calendar includes Jobless Claims, Housing Starts, and PMI data, impacting market volatility. SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA are under focus as traders react to Nvidia's earnings and macro data. Key price levels for each stock are outlined, with potential movements based on market reactions. Expect elevated volatility throughout the session as traders balance earnings results with economic indicators.

- Today's economic calendar includes significant releases such as Jobless Claims, Housing Starts, and Preliminary PMI data, affecting market activity.  
- SPY is trading around 739.75, with critical resistance and support levels outlined, while other stocks like AAPL, MSFT, NVDA, and TSLA also show defined pivots and potential movements based on momentum.  
- Elevated volatility is expected as traders respond to macro data and post-earnings performances from key companies like Nvidia.

Tesla

GraniteShares 1.25 Long TSLA Daily ETF

NASDAQ-100

Alphabet - C

GraniteShares 2x Long META Daily ETF

T-Rex 2X Long Apple Daily Target ETF

T-Rex 2X Long Tesla Daily Target ETF

Invesco Nasdaq 100 ETF

Roundhill GOOGL WeeklyPay ETF

Direxion Daily TSLA Bull 2X Shares

Direxion Daily AAPL Bull 2X Shares

First Trust NASDAQ-100 Equal Weighted

SPDR S&P 500

GraniteShares 2x Long AAPL Daily ETF

Proshares UltraPro QQQ

GraniteShares 2x Long TSLA Daily ETF

Leverage Shares 2X Long TSLA Daily ETF

Roundhill META WeeklyPay ETF

GraniteShares 2x Long MSFT Daily ETF

iShares Core S&P 500

Direxion Daily GOOGL Bull 2X Shares

Invesco QQQ Trust

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

VG S&P 500

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YieldMax MSFT Option Income Strategy ETF

Apple

Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

Micron Technology Inc (MU) stock rose 2.1% to $747.70 premarket, driven by strong demand for AI-related semiconductors following NVIDIA's impressive earnings report. Analysts have raised Micron's price targets significantly, reflecting optimism about AI infrastructure spending and tighter memory supply. The upcoming earnings report on June 24, 2026, is anticipated to show substantial growth, with EPS estimates at $19.01 and revenue at $33.60 billion. The stock holds a Buy rating with an average target of $620.43.

- Micron Technology Inc. saw its shares rise as investors reacted positively to strong AI-related demand and bullish analyst targets, backed by NVIDIA's robust quarterly results.  
- Analysts anticipate sustained AI infrastructure spending, tight memory supplies, and rising demand for high-performance chips, with Micron’s price targets lifted significantly.  
- NVIDIA reported first-quarter revenues of $81.615 billion, with projected continued growth, influencing optimism around Micron as a key player in the AI memory market.

Micron Tech

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

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SPDR S&P Semicon

Citigroup

Mizuho Financial

NVIDIA Corporation

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Mizuho Financial Group, Inc.

What Is Going On With Micron Stock On Thursday?

APLD

AVEX

US equity futures fell as optimism from a surge in Korean stocks faded after Iran rejected Trump's uranium demands, causing oil prices to rise. Nvidia's earnings failed to boost the AI sector, while Intuit's stock dropped 13% due to workforce cuts. Aevex Corp. and Applied Digital saw gains after positive earnings and contracts. Samsung avoided a strike with a last-minute union deal. Overall, market sentiment weakened amid geopolitical tensions and concerns over inflation.

- U.S. equities experienced a volatile day, driven by significant gains in Asian markets, particularly in Korea, but faced setbacks after Iran rejected a U.S. ceasefire demand, contributing to a rise in oil prices and Treasury yields.  
- Nvidia's earnings results generated mixed reactions, leading to stable performance in its shares, while Intuit's workforce cuts and disappointing earnings caused its stock to drop significantly.  
- Investors are closely watching ongoing geopolitical tensions and their potential impact on global markets, alongside economic indicators and corporate earnings reports due today.

ZeroHedge

Applied Digital

Aevex

Tradr 2X Long APLD Daily ETF

iShares US Digital Infrastructure and Real Estate ETF

VG Total Stock

S&P 500

JPMorgan Chase

Intuit

Amazon

Alphabet

Meta Platforms

Microsoft

ELF Beauty

Nebius

Bloom Energy

Samsung Electronics 

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Samsung Electronics Co., Ltd. Sponsored GDR

Futures Slump, Ignoring Korean Euphoria , After Iran Rejects Trump Enriched Uranium Demands

CRWV

IREN

Shares of Nebius, CoreWeave, and Iren surged over 4% after Nvidia reported rising rental prices for H100 GPUs, with Nebius gaining 15% due to a deal with Bloom Energy. Nvidia's CFO noted a 20% increase in H100 rental prices year-to-date. CoreWeave received a Buy rating from GF Securities, boosting its shares by 4% in premarket trading. The demand for AI GPUs continues to drive market activity.

- Shares of neocloud companies Nebius, CoreWeave, and Iren rose over 4% after Nvidia announced an increase in rental prices for its H100 GPUs.  
- Nebius topped the group with a 15% gain, partly attributed to a fuel cell deal with Bloom Energy.  
- This news also positively impacted Applied Digital and the broader neocloud sector.

Coreweave

Nebius, CoreWeave, Iren surge as Nvidia discloses H100 rental prices continue to rise

U.S. stock futures rose early Thursday as investors evaluated Nvidia's earnings report, which exceeded expectations and included a dividend increase. Futures for the DJIA, NDX, and SPX were up 0.21%, 0.07%, and 0.12%, respectively. Major indices rebounded on Wednesday, breaking a three-day losing streak. Traders are anticipating earnings from several companies and monitoring economic data releases. Meanwhile, European stocks also edged higher amid Middle East developments.

- U.S. stock futures rose early Thursday as investors analyzed Nvidia's earnings and monitored Middle East developments.  
- Nvidia exceeded earnings expectations and increased its dividend, prompting favorable movement in major stock indices which had increased the previous day.  
- Mixed trading was observed in Asia-Pacific markets, with some indices gaining while others, like Hong Kong’s Hang Seng, declined amid optimistic sentiments regarding potential peace negotiations with Iran.

Tip Ranks

Stock Market News, 5/21/26 – U.S. Futures Edge Higher as Investors Assess Nvidia Earnings

Nebius shares rose 8% in premarket trading following a partnership with Bloom Energy to deploy fuel cell technology for its AI infrastructure, expected to deliver 328 MW this year. Additionally, unverified reports suggest a 30% price increase for on-demand access to Nvidia GPUs. The partnership could cost Nebius up to $2.6 billion over ten years, providing clean, modular power for its AI cloud platform amid rising competition in the sector.

- Nebius has increased by 8% in premarket trading due to a partnership with Bloom Energy to utilize fuel cell technology for powering its AI infrastructure, expecting 328 MW installed capacity this year.  
- The company may also raise its on-demand GPU access prices by ~30%, which, if accurate, suggests strong demand for computing resources.  
- Bloom's systems will provide cleaner electricity for Nebius's full-stack AI platform in the US, with plans for global expansion, costing up to $2.6 billion in aggregate fees.

Sherwoodnews

Blackstone

Nebius soars on new energy partnership worth up to $2.6 billion with Bloom Energy, and unverified reports about price hikes

Nvidia reported a record $81.6 billion in fiscal Q1 revenue, an 85% increase year-over-year, surpassing analyst expectations due to strong data center demand. CEO Jensen Huang launched the Vera CPU, targeting a $200 billion market and projected to contribute $20 billion in revenue this year. However, shares declined as investors considered rising competition, supply constraints, and uncertainties in the China market.

- Nvidia's fiscal Q1 revenue reached $81.6 billion, marking an 85% year-over-year increase and exceeding analyst predictions, fueled by high data center demand.  
- CEO Jensen Huang unveiled the Vera CPU, targeting a $200 billion market, which is anticipated to contribute $20 billion to revenue this fiscal year.  
- Despite promising guidance and returns for investors, Nvidia's shares declined due to concerns about escalating competition, supply constraints, and uncertainties in the Chinese market.

GraniteShares 2x Short NVDA Daily ETF

AXS 1.5X NVDA Bear Daily ETF

Nvidia posts record $81.6B quarter, unveils Vera CPU

GOOGL

GGLS

Waymo has paused its robotaxi services in Atlanta and San Antonio due to difficulties navigating flooded roads. A robotaxi in Atlanta became stuck in floodwaters, prompting the company to prioritize safety. Despite a recent software update aimed at avoiding flooded areas, the vehicle encountered a flooded intersection before any flood warnings were issued. Waymo is under investigation for previous incidents involving its robotaxis, including illegal maneuvers around school buses and a crash involving a child.

- Waymo has paused its robotaxi services in Atlanta, Georgia, and San Antonio, Texas, due to difficulties navigating heavy rain and flooded roads, leading to safety concerns.  
- The company reported that a robotaxi got stuck in floodwaters in Atlanta, revealing its fleet's reliance on official flood warnings to avoid hazardous conditions, which were not in place during the storm.  
- Investigations by the NHTSA and NTSB are ongoing regarding incidents involving Waymo's vehicles, including one that illegally passed a stopped school bus and another that struck a child in Santa Monica.

TechCrunch

Direxion Daily Googl Bear 1x Shares

Waymo pauses Atlanta service as its robotaxis keep driving into floods

On CNBC's 'Final Trades', Joshua Brown recommends Nvidia after strong Q1 results, with revenue up 85% year-over-year. Jim Lebenthal picks Delta Air Lines, supported by an upgraded price target from Bernstein. Stephen Weiss favors Alphabet, backed by Wells Fargo's Overweight rating. Joseph Terranova selects Goldman Sachs, which also reported better-than-expected earnings. Nvidia shares rose 1.3%, Delta Air jumped 9.4%, Alphabet gained 0.3%, and Goldman Sachs increased by 5.8%.

- Nvidia Corporation reported first-quarter revenue of $81.615 billion, exceeding expectations with an 85% year-over-year increase, and issued strong guidance for the second quarter.  
- Delta Air Lines received an Outperform rating from Bernstein, resulting in a price target increase from $81 to $88, while Alphabet Inc. saw a boost in its price target from $427 to $435 by Wells Fargo.  
- Goldman Sachs also beat earnings estimates, reporting $17.55 per share and $17.227 billion in quarterly sales, contributing to significant gains in share prices across all discussed companies.

Goldman Sachs

Delta Air Lines

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Nvidia, Alphabet, Delta Air And A Financial Stock On CNBC's 'Final Trades'

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