11:01 AM | Thursday | May 14, 2026
AI investors who are sitting on colossal gains are facing a difficult dilemma nowadays, with semi stocks heading into overdrive while other tech titans look to experience massive breakouts of their own.
Read full articleAI investors who are sitting on colossal gains are facing a difficult dilemma nowadays, with semi stocks heading into overdrive while other tech titans look to experience massive breakouts of their own.
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President Trump's delegation to Beijing this week included 17 American chief executives.
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Shares of Nvidia (NVDA) climbed to another record high on Thursday, extending a powerful rally fueled by optimism around artificial intelligence demand, easing restrictions on chip sales to China, and expectations of another blockbuster earnings report later this month. The stock rose by 2.6% at the market open to cross the $231 mark after closing at an all-time high of $227.16 on Wednesday.
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Nvidia Corporation remains a Buy in my books ahead of Q1 '27 earnings, with risk-reward highly favorable and the demand signal robust. Still, I understand why investors are spooked about NVDA heading into the Q1 print as the stock breaks all-time highs. I think that the odds are overwhelmingly in NVDA's favor with Rubin production ramp, gross margin trajectory, and potential China licensing breakthrough.
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Good Morning Traders!
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Nvidia CEO Jensen Huang says both President Xi and Trump were "inspiring" and "welcoming" at their meeting in Beijing. "I've come to support President Trump in one of the most important summits in human history," Huang says.
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Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear.
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President Trump's posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year.
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Stock News Honda books rare annual loss: Honda Motor (HMC) posted its first annual loss since 1957 after heavy writedowns tied to its U.S. EV strategy overhaul
Read full articleWhile Nvidia (NASDAQ: NVDA) has already courted controversy by claiming it had shipped 6 million GPUs after Blackwell came out by counting each of the two cores separately, the technology expert and prominent artificial intelligence (AI) bear, Ed Zitron, believes even the lower figure – 3 million actual units – might be a misrepresentation.
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Tencent signaled that the availability of Chinese AI chips will increase this year while Alibaba talked up its self-developed semiconductors. The comments underscore how Chinese tech companies have turned to domestic chips as Nvidia has remained shut out of the market.
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Nvidia (NVDA) shares climbed about 1% on early Thursday after a report said the U.S. approved roughly 10 Chinese companies to purchase the company's H200 artifi
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Nvidia (NVDA, Financials) received U.S. approval to sell its H200 artificial intelligence chips to several Chinese technology companies, but shipments remain on
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While Nvidia's (NASDAQ: NVDA) period of stock market decline and stagnation between October 2025 and April 2026 failed to erase Wall Street bullishness, the semiconductor giant's latest resurgence gave a second wind for institutional bulls.
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Nvidia's chief executive Jensen Huang has been lobbying for a long time for the ability to export advanced semiconductor chips to China in the face of opposition from both Washington and Beijing. It appears a breakthrough might have been made.
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Nvidia's Jensen Huang told reporters on Thursday that U.S. President Donald Trump "asked" him to come on the China trip. Initial indications suggested Huang would not be part of the trip, but it was announced on Tuesday that he would join the summit.
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Taiwan Semiconductor raised its long-term market outlook to $1.5 trillion by 2030 as surging AI demand drives massive chip manufacturing.
Read full articleNvidia should continue to benefit from robust, supply-constrained AI GPU demand, as evidenced by recent developments. TSMC raised its AI accelerator revenue CAGR forecast to 56–59%. Hyperscaler capex and AI infrastructure commitments—Microsoft, Google, Meta, AWS—underscore sustained, broad-based demand for AI solutions.
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Nvidia is scheduled to report earnings for its first quarter of fiscal 2027 on May 20.
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Nvidia stock (NASDAQ: NVDA) has remained a market favourite after hitting another all-time high this week, extending the chipmaker's golden run on Wall Street. Yet Jensen Huang's appearance in Beijing alongside US President Donald Trump's state visit is a reminder that, for all the enthusiasm around artificial intelligence, one of Nvidia's most important strategic problems has not gone away: China.
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The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week.
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Nvidia CEO Jensen Huang told state broadcaster CCTV on Thursday that he hoped U.S. President Donald Trump and Chinese counterpart Xi Jinping would build on their good relationship during talks in Beijing to improve two-way ties.
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The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.
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Micron Technology (MU) led a broader rally in memory chip stocks on Wednesday, while SanDisk (SNDK), Western Digital (WDC) and Seagate Technology (STX) also mov
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BofA Securities lifted its price objective on Nvidia (NVDA) to $320 from $300 while reiterating a Buy stance, citing continued artificial intelligence-related d
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I've been studying portfolio concentration for years, and one stat from Schwab's On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500 dropped 18%. Our data confirms the pain: SPY shed 20% that calendar year, while Meta Platforms (NASDAQ: META) collapsed 64%, NVIDIA (NASDAQ: NVDA) fell 51%,...
The Magnificent Seven Fell 40% While the S&P Dropped 18%: Here's How Much Tech Concentration You Can Actually Afford
Introduction For decades, semiconductor cycles followed a fairly predictable sequence.
Read full articleAlthough the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade.
Read full article"People have correctly stayed the course" by looking at earnings, says Michael Landsberg, noting the strength U.S. muscled for the rest of the markets. He talks about how there's much more than Nvidia (NVDA) for investors to scoop up in the AI trade.
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These companies' central positions in the artificial intelligence megatrend look secure.
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Nvidia (NVDA) closed the most recent trading day at $226.39, moving +2.54% from the previous trading session.
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The hot new chip company has major deals with OpenAI and Amazon.
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The tech stock rally may have taken a breather this week, but analysts expect that break means Big Tech has more room to run.
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The AI chip giant becomes the first company to reach a market value of $5.5 trillion.
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Craig Johnson, Chief Market Technician at Piper Sandler, used his CNBC Morning Call Sheet appearance to flag concerns for self-directed investors riding the AI trade.
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Nvidia CEO Jensen Huang has joined President Donald Trump's trip to China, after initial indications the executive had not been invited. CNBC's Kristina Partsinevelos explains what the trip could mean for Nvidia.
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Piper Sandler's Chief Market Technician Craig Johnson walked onto CNBC's Morning Call Sheet with a message for anyone planning to trade today's Trump-Xi headlines: keep your expectations in check.
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Will the AI chip leader beat Wall Street expectations again?
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Compare two distinct ETF strategies: one offers broader sector exposure and higher yield, the other focuses on semiconductor leaders and lower fees.
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Air Force One touched down at Ted Stevens Airport outside Anchorage last night on a refueling stop on its way to an important summit in Beijing.
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Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday's close of $179.11.
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Wedbush Securities analyst Dan Ives is calling President Donald Trump's summit with Chinese President Xi Jinping a defining inflection point for the artificial intelligence revolution, as the two leaders prepare for two days of high-stakes talks in Beijing on Thursday and Friday. Trump arrived in Beijing on Wednesday accompanied by a roster of America's most powerful corporate executives, including Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang, Tesla Inc (NASDAQ:TSLA) CEO Elon Musk, and outgoing Apple Inc (NASDAQ:AAPL, XETRA:APC) CEO Tim Cook.
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This is a developing story. Check back for updates.
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Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week.
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Nvidia Corp. co-founder Jensen Huang joined US President Donald Trump on his visit to China as a last-minute addition, thrusting AI and technology into the spotlight before a high-stakes Beijing summit. Annmarie Hordern, Bloomberg Surveillance TV Co-Host, discusses the President's trip and why several US business leaders will be in attendance.
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Nvidia Corporation remains a top AI beneficiary as hyperscaler CapEx guidance surges to $725 billion, far exceeding prior estimates. NVDA's suppliers, SK hynix and TSMC, report explosive growth, signaling persistent AI chip demand and supporting higher revenue and margin forecasts. The updated DCF model raises NVDA's fair value to $301.89 per share, reflecting increased revenue growth and EBIT margin assumptions.
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A key part of President Donald Trump's visit to China this week is his effort to bring along with him at least 17 executives from prominent U.S. companies. Here's what it means for them.
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The stock market has produced some astonishing winners over the years, but what's happening with Nvidia (NASDAQ: NVDA) feels different. Five years ago, Nvidia was still largely viewed as a high-end gaming graphics card maker with growing data center ambitions. Today, it sits at the center of the artificial intelligence economy - and increasingly, at the...
Nvidia Hits $5.5 Trillion - It's Now Worth More Than the GDP of Every Country but the U.S. and China
Several semiconductor stocks are on the rise as several industry CEOs join President Trump on his China trip.
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Electronics manufacturing giant Foxconn, which makes devices and components for Apple, Google, Nvidia, and Sony, among other tech giants, confirmed on Monday that it was hit by a cyberattack that may have affected some of its factories.
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Bank of America raised its price target on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) to $320 from $300 on Wednesday, reiterating its Buy rating after lifting its calendar year 2030 AI data center systems total addressable market forecast to roughly $1.7 trillion from $1.4 trillion previously.
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Nvidia CEO Jensen Huang has joined U.S. President Donald Trump's trip to China, after initial indications the executive had not been invited. CNBC's Eamon Javers has the details.
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The AI infrastructure build-out has years of growth ahead of it, and Nvidia will keep benefiting from it. Micron is thriving due to the memory chip shortage.
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Nvidia (NVDA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Shares of Nvidia climbed on Wednesday, extending gains for a sixth straight session and hitting another record high. The stock jumped around 2% to hit a new record high of $227.16.
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For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA).
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The Chinese Communist Party (CCP) must be thrilled. See last month's release of DeepSeek's latest AI.
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Wedbush Securities analyst Dan Ives is calling President Donald Trump's summit with Chinese President Xi Jinping a defining inflection point for the...
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President Donald Trump invited Nvidia co-founder Jensen Huang to join him on his trip to China at the last minute. This brings AI and chips into the spotlight.
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Top insights from the latest market news from Wednesday, May 13, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.
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Micron Technology, Inc. and Nvidia Corporation are poised to benefit from the Trump-Xi summit, which targets improved U.S.-China tech relations and supply chain security. The talks will focus on resolving supply chain bottlenecks, securing market access, and finding consensus on geopolitical divergences & AI, but the stakes for Micron & Nvidia couldn't be higher.
Nvidia could see a $2-5B quarterly revenue boost if U.S.-China tensions ease, potentially lifting its valuations multiple from currently depressed levels.
Intel (NASDAQ:INTC | INTC Price Prediction) is the stock of the moment, riding a 250.79% year-to-date melt-up and dominating every chip headline.
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With Nvidia (NASDAQ: NVDA) stock having resumed its bullish momentum, an analyst has pointed out that the equity's technical structure suggests continued strength, targeting the $270 mark.
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Nvidia Corporation remains a Strong Buy ahead of Q1 FY27, but perfection is priced in and a clean beat-and-raise is required for further upside. I am closely monitoring hyperscaler CapEx durability, Rubin order book visibility, and networking segment growth as key drivers for NVDA's post-earnings trajectory. Gross margin guidance at 75% and inventory commentary will be critical, especially during the Vera Rubin platform transition and in light of past inventory charges.
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Nvidia Inc. (NASDAQ:NVDA) hit an all-time high on May 13, 2026, pushing its market cap to $5.4 trillion. Yet the record obscures a more important question for investors: why has the world's most valuable chip company been underperforming its own sector for months?
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Nvidia will partner with British startup Ineffable Intelligence to develop new AI systems, the companies announced in Wednesday. Unlike many leading AI models that are trained on human data, Ineffable is focusing on reinforcement learning, which is when AI models learn from experience.
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Artificial intelligence has become the market's version of an industrial revolution.
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The president landed in the Chinese capital for a highly anticipated summit with Xi Jinping.
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Wells Fargo lifted its target on NVIDIA (NVDA) to $315 from $265 and kept an Overweight rating, saying the shares still may look inexpensive ahead of the chipma
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Back in October, Nvidia invested $1 billion into Nokia.
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Nvidia and AMD have witnessed contrasting fortunes on the stock market this year, which is why one of them is available at a really attractive valuation.
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AI demand and pipeline growth headline top Zacks stock reports on NVIDIA, Mastercard and AbbVie.
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Investors seeking to optimize their entry ahead of Nvidia's (NASDAQ: NVDA) next dividend payout may want to pay close attention to the stock's historical recovery pattern following past payout dates.
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Corning stock has quadrupled during the past 12 months, and it probably isn't done yet.
Read full articleTraders are interpreting the late addition of Nvidia's CEO to the Air Force One passenger list as a signal that good news about export licenses may be in the offing
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Nvidia stock could get a boost if President Donald Trump's summit leads to large-scale sales of chips to Chinese customers.
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Smart investors will be prepared for any outcome with Nvidia's upcoming first-quarter results.
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Invitation to be part of group including Elon Musk and Tim Cook highlights American AI and tech ambitions
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In an interview with the U.S. think tank Special Competitive Studies Project late last month, Huang was asked about Washington's curbs on the sale of Nvidia's most advanced chips to China.
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And it will still have plenty of upside thereafter.
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U.S. President Donald Trump picked up Nvidia CEO Jensen Huang in Alaska en route to a high-stakes Beijing summit with China's Xi Jinping, while his top trade negotiator Scott Bessent began preparatory talks with Chinese officials in South Korea.
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Nvidia Corporation remains a top AI beneficiary as hyperscaler CapEx guidance surges to $725 billion, far exceeding prior estimates. NVDA's suppliers, SK hynix and TSMC, report explosive growth, signaling persistent AI chip demand and supporting higher revenue and margin forecasts. The updated DCF model raises NVDA's fair value to $301.89 per share, reflecting increased revenue growth and EBIT margin assumptions.
Read full articleA key part of President Donald Trump's visit to China this week is his effort to bring along with him at least 17 executives from prominent U.S. companies. Here's what it means for them.
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Several semiconductor stocks are on the rise as several industry CEOs join President Trump on his China trip.
Read full article
Electronics manufacturing giant Foxconn, which makes devices and components for Apple, Google, Nvidia, and Sony, among other tech giants, confirmed on Monday that it was hit by a cyberattack that may have affected some of its factories.
Read full article
Bank of America raised its price target on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) to $320 from $300 on Wednesday, reiterating its Buy rating after lifting its calendar year 2030 AI data center systems total addressable market forecast to roughly $1.7 trillion from $1.4 trillion previously.
Read full article
Nvidia CEO Jensen Huang has joined U.S. President Donald Trump's trip to China, after initial indications the executive had not been invited. CNBC's Eamon Javers has the details.
Read full article
The AI infrastructure build-out has years of growth ahead of it, and Nvidia will keep benefiting from it. Micron is thriving due to the memory chip shortage.
Read full article
Nvidia (NVDA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Read full article
Shares of Nvidia climbed on Wednesday, extending gains for a sixth straight session and hitting another record high. The stock jumped around 2% to hit a new record high of $227.16.
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For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA).
Read full article