Nvidia Gets New $275 Target as Blackwell Demand Stays Red Hot
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The insurance marketplace operator took the wraps off its first quarter results.
Jason Calacanis used Block (NYSE:XYZ) as a case study on a recent This Week in Startups episode to argue that AI-driven productivity gains have become a prisoner’s dilemma for every public company CEO. Block cut over 4,000 people in February 2026, taking headcount from over 10,000 to under 6,000. Three months later, the company posted ... Block’s 40% Layoffs Will Drive 62% Earnings Growth: ‘If You Don’t Have Time to Use AI, You Don’t Have a Job’
Nvidia, Amazon, and Meta Platforms all have plenty of upside potential.
Moby summary of Milestone Scientific Inc.'s Q1 2026 earnings call
IREN (NasdaqGS:IREN) has completed a US$2.6b upsized convertible senior notes offering. The new capital is aimed at speeding up its shift from Bitcoin mining to AI cloud infrastructure. The raise follows a US$3.4b five year AI cloud agreement with NVIDIA and a multi billion equity investment right for NVIDIA in IREN. IREN has also acquired Mirantis and Nostrum/Ingenostrum to build out AI focused data center capabilities in the US and Europe. IREN is moving from a pure play Bitcoin miner to...
As a potential competitor to Nvidia, Cerebras generated tremendous hype before its IPO.
Moby summary of Terrestrial Energy Inc.'s Q1 2026 earnings call
Moby summary of Where Food Comes From, Inc.'s Q1 2026 earnings call
Fermi continued to build out its massive infrastructure footprint and offered encouraging words about customer interest, but risks remain.
Moby summary of Viking Holdings Ltd's Q1 2026 earnings call
Moby summary of Bitdeer Technologies Group's Q1 2026 earnings call
The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.

US stocks (^DJI, ^IXIC, ^GSPC) close Thursday's session higher after the Dow Jones Industrial Average crossed back above 50,000 points on the winds of the latest AI rally. Yahoo Finance Senior Markets Reporter Ines Ferré highlights the leaders and biggest gainers in the semiconductor trade.
Working with Nvidia represents this neocloud operator's second AI hyperscaler deal in the last year.

President Trump's summit in China with President Xi is underway, with Nvidia (NVDA) CEO Jensen Huang and Tesla (TSLA) CEO Elon Musk tagging along. Yahoo Finance Technology Editor Dan Howley explains what talks in China could mean for Nvidia.
This actively managed ETF invests across U.S. and global equities, with a one-year price gain outpacing the S&P 500.
Solar stocks are splitting on Thursday. Enphase Energy (NASDAQ:ENPH) is up 15% to $48.13 and SolarEdge Technologies (NASDAQ:SEDG) is up 17% to $50.04, while Canadian Solar (NASDAQ:CSIQ) is down 11% to $17.91. It’s a sharp rotation within the solar complex. Canadian Solar was the one-month leader heading into today, up 58% through Wednesday’s close, while ... SolarEdge Jumps 17%, Enphase Energy Leaps 15%, but Canadian Solar Sinks 11% in Lopsided Solar Stock Trade
Shares of NVIDIA (NASDAQ:NVDA) are trading at $236 in Thursday afternoon action, up 4.5% on the session. The move extends a rally that has lifted the chipmaker 20% over the past month and 27% year to date. NVIDIA’s market cap now sits near $5.71 trillion, the largest in the world. The one-year return has reached ... NVIDIA is Up 20% in a Month. Could the May 20 Earnings Report Knock It Right Back Down?
In the wake of a strong earnings report, this AI stock is sailing higher.
Novo Nordisk and Biogen are underpriced and stand to gain from new indications for their blockbuster therapies.
More than a dozen American CEOs are accompanying President Trump on his trip to China. That's not unusual.