Actualités

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.

(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas

The U.S. chip maker said it will use the investment to expand strategic partnerships in Taiwan and scale advanced packaging capability for AI infrastructure.

Advanced Micro Devices ‌said on ‌Thursday it would ​invest more than $10 billion across Taiwan's AI ecosystem ‌and ⁠widen strategic partnerships as it ⁠looks to expand its ​manufacturing ​capabilities. The ​U.S. chip ‌firm will collaborate with Taiwanese firms ASE and SPIL to develop ‌more power-efficient ​technology ​for ​AI systems ‌and processors, it ​said ​in a statement.

Nvidia stock fell late despite strong earnings. Elon Musk's SpaceX released its filing for a mammoth IP. Stocks rallied Wednesday as oil prices dived on Iran hopes.

(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi

Nvidia’s latest quarterly sales are projected to rise 79%. Investors have grown complacent about the growth.

The massive gains in chip manufacturers from South Korea to Silicon Valley have hit a volatile stretch. Chip makers, including Intel, Micron and AMD, closed Monday on their worst two-session skid since March, an abrupt halt to a torrid weekslong rally.

Nvidia earnings tend to impact other chip stocks, and this time likely won't be any different. Expectations are incredibly high following several years of massive gains for Nvidia stock. "For NVDA, the focus is typically not whether it beats expectations, but by how much, given it has topped both revenue and earnings estimates for 13 consecutive quarters," Adam Turnquist, chief technical strategist for LPL Financial, wrote on Wednesday.

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

Chip stocks bounce ahead of Nvidia eaernings.

Intel stock finally snapped its 5-day winning streak and it’s already back on the charge. The shares were jumping 3.8% in premarket trading after closing 2.4% higher Tuesday to end its five-day losing run. The stock fell 16% over that period and investors were perhaps starting to question whether it would be more than a blip.

(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

(Corrects paragraph 10 to say BoE kept interest rates on hold at its last meeting) A look at the day ahead in European and global markets from Kevin Buckland As if markets haven't been volatile enough

Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.

Cerebras Systems’ explosive IPO has pushed its valuation near the $100 billion threshold, driven entirely by a market vote of confidence in its revolutionary architecture rather than current financials.

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

President Donald Trump has had little trouble pointing to Wall Street as evidence his second term economy is working. Since Inauguration Day on Jan. 20, 2025, the S&P 500 has climbed more than 22%, according to Bloomberg market data, and nearly 48% from the sharp lows hit during the April 2025 tariff-driven selloff. On the ... Trump’s Bull Market Is Standing on Shaky Legs. Just 5 Stocks Account for 52% of the S&P’s Gains

Chip stocks are tanking as Treasury yields rise amid inflation.

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips ‌can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their ‌own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is ​much larger, but also more contested.

The AI chipmaker's stock surged on its open day of trading last week, and it's still well above its IPO price.

The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...

Leopold Aschenbrenner is putting serious money against AI leaders. The former safety researcher, who was fired from OpenAI in 2024, has revealed in the latest 13F filing that his fund Situational Awareness LP has more than doubled its disclosed equity exposure in the first quarter of ...

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.

Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what's expected to be the marquee earnings event of the week.

Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what’s expected to be the marquee earnings event of the week.

Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.

In a nondescript building on Kirtland Air Force Base on the high desert of New Mexico, liquid-cooled supercomputers gurgle and hum their way through some of the most complex math problems the U.S. government seeks to solve: simulating how hypersonic nuclear weapons would ‌move through the earth's atmosphere, or what would happen if one nuclear warhead detonated near another. For more than a decade, the chips handling this secretive and demanding work ‌came from mainstream semiconductor firms like Nvidia or Advanced Micro Devices. But with those companies increasingly designing their chips for artificial intelligence and facing supply shortages, the managers in charge of the systems at Sandia National Laboratories, which operates ​the machines at Kirtland and is one of three U.S. labs tasked with developing and maintaining the nation's nuclear weapons arsenal, are increasingly unsure how they will find computing power for high-precision scientific work like theirs.

Advanced Micro Devices (AMD) has gained about 98% year to date, according to Yahoo Finance at the time of writing, Sunday morning, May 17. Meanwhile, the SPDR S&P 500 index (SPY) is up about 8.4% in the same period. The company has outpaced the S&P 500 by a huge margin. That is impressive, ...

New federal filings show the president executed thousands of stock transactions in the first three months of 2026 — including purchases whose timing critics say coincided with his administration's regulatory decisions.