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Nvidia (NVDA) beat first quarter estimates on Wednesday after reporting earnings of $1.87 per share and record quarterly revenue of $81.62 billion. While also topping second quarter guidance forecasts and announcing an $80 billion share buyback program, the AI chip stock continues to dip in Thursday's session. New Street Research technology infrastructure analyst Antoine Chkaiban — alongside Mercato Partners CEO Joe Kaiser — explains how decisive 2028 could be for Nvidia while reacting to CFO Colette Kress's comments on CPU sales forecasts.

A compelling case for long-term investors seeking a retailer that's consistent in execution.

US equity futures were edging higher pre-bell Wednesday as traders anticipated Nvidia's (NVDA) fisca

Chip stocks bounce ahead of Nvidia eaernings.

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

The AI chipmaker's outlook for the quarter ahead, its Vera Rubin transition, and any fresh China commentary could matter more than the headline numbers.

Cisco and Lumentum delivered better-than-expected earnings results this quarter, and their valuations reflect Wall Street’s optimism.

The investor reaction to the company's first quarter was lukewarm at best.

Nvidia earnings shock looms as chip stocks sink and bearish bets surge across AI sector

The chipmaker has fallen after three of its last four quarterly reports -- and the bar going into this one is higher.

The artificial intelligence (AI) tech leader has beaten the Wall Street consensus earnings estimate in 21 of the past 23 quarters.

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. Morning Brief Host Julie Hyman and Barron's Investor Circle newsletter editor Josh Schafer take a closer look at whether Nvidia's earnings narrative is as big a proponent of the stock's overall trade that investors believe it to be.

Ideally, Nvidia will have a big earnings day.

Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...

Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Nova Ltd (NVMI) reports a strong quarter with record revenue and profitability, despite facing supply chain challenges and increased operating expenses.

Ford raised its guidance after a solid first quarter, and there's more suggesting there's near-term upside for the stock.

AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.

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.

The company reported earnings results above consensus estimates and announced a new data center site with large capacity.

QuickLogic Corp (QUIK) projects significant revenue growth and profitability despite facing competitive pressures and contract delays.

QuickLogic (NASDAQ:QUIK) reported higher first-quarter fiscal 2026 revenue and reiterated expectations for strong full-year growth, as management highlighted progress in radiation-hardened FPGA products, embedded FPGA intellectual property and chiplet-related opportunities. President and Chief Exec

First Majestic Silver's earnings soared in the first quarter.

AMD just reported another outstanding quarter. Is this good or bad news for rival Intel?

In a matter of hours, this report can completely turn Wall Street on its head.

Several notable companies working in e-commerce and artificial intelligence are stepping up to the earnings podium.

eMemory Technology Inc (ROCO:3529) achieves a 20% revenue increase and expands into AI and high-speed interface applications, despite facing challenges in royalty revenue.

Probably. Capital One's issues are not an isolated problem.