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Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos
Bloomberg109d agobullish
Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos

(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

Tesla FSD makes dangerous mistake in unfamiliar territory
TheStreet109d agoneutral
Tesla FSD makes dangerous mistake in unfamiliar territory

Tesla Full Self-Driving (Supervised) finally made its way to Europe through the Netherlands last month as the first stop in its long-term plan to become legal throughout the European Union. But now that the tech is out in the wild, European drivers are running into some of the same issues U.S. FSD ...

Markets Look to Break 3-Day Losing Run as Nvidia Earnings Loom. Stock Futures Rise.
Barrons.com109d agoneutral
Markets Look to Break 3-Day Losing Run as Nvidia Earnings Loom. Stock Futures Rise.

Stocks looked set to edge higher on Wednesday as Wall Street waited for earnings from Nvidia, which could end a recent rough spell for the market by signaling that the artificial-intelligence investment boom still has legs. The indexes have all dropped for three straight sessions as investors fretted about rising bond yields. The worry is that the Iran war has triggered a flare-up in inflation that will strengthen the case for the Federal Reserve to hike interest rates later in 2026.

Big Questions We’ll Be Looking to Answer in SpaceX’s IPO Filing
The Wall Street Journal109d agoneutral
Big Questions We’ll Be Looking to Answer in SpaceX’s IPO Filing

How does SpaceX make its money? SpaceX makes its money from subscriptions to its Starlink satellite internet service, rocket launches to put satellites and astronauts in space, as well as national security contracts to build and launch satellites. Who are SpaceX’s largest investors?

As stocks slump, cue Nvidia
Reuters109d agobearish
As stocks slump, cue Nvidia

(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

Sberbank seeks Chinese chips to power Russia's GigaChat AI model
Reuters109d agoneutral
Sberbank seeks Chinese chips to power Russia's GigaChat AI model

Russia hopes to power its flagship GigaChat AI model ‌with Chinese-made chips, Sberbank's CEO said ‌during President Vladimir Putin's visit to China, as Western ​sanctions continue to block the country's access to advanced hardware abroad. "We are hoping that we will be able to use Chinese ‌microchips for GigaChat," ⁠Chief Executive German Gref told state broadcaster Channel One. GigaChat was developed by ⁠Sberbank, the country's largest lender, which has been driving Russia's push into AI.

Mizuho Cuts Target on Moody’s (MCO) After Earnings Beat
Insider Monkey109d agoneutral
Mizuho Cuts Target on Moody’s (MCO) After Earnings Beat

Chris Hohn ranks among the list of the richest hedge fund managers in the world. While Genie Energy Ltd. (NYSE:GNE) remains the billionaire’s largest position, Moody’s Corporation (NYSE:MCO) ranks 4th on the list of Chris Hohn’s top holdings with a 12.67% portfolio share. On April 27, Mizuho cut its price target on Moody’s Corporation (NYSE:MCO) to […]

Netflix Refocuses On Ads And AI As Acquisition Talk Cools
Simply Wall St.109d agoneutral
Netflix Refocuses On Ads And AI As Acquisition Talk Cools

Netflix (NasdaqGS:NFLX) is shifting focus away from a potential acquisition of Warner Bros. Discovery and toward expanding its advertising, AI-driven content, and consumer products initiatives. The company is putting more emphasis on its global ad-supported tier, AI capabilities including the acquisition of Ben Affleck's InterPositive, and new consumer product categories. Netflix, with a recent share price of $89.33, is leaning into its existing scale and technology stack rather than...

Explainer-South Korea weighs emergency step to blunt blow from Samsung strike
Reuters109d agoneutral
Explainer-South Korea weighs emergency step to blunt blow from Samsung strike

Samsung Electronics' labour union plans to embark on a massive 18-day strike on Thursday after bonus payment talks with management collapsed and attention is now focused on whether the government will issue an ‌emergency arbitration order. Some 48,000 people plan to walk off the job with significant consequences for the South Korean economy and the ‌supply of memory chips globally, and the government flagged at the weekend that such an order is possible. A South Korean government official said on Wednesday that talk of emergency arbitration is premature and that there was still time for dialogue.

Oil Holds Decline as Traders Weigh Trump’s Latest Iran Threats
Bloomberg109d agobearish
Oil Holds Decline as Traders Weigh Trump’s Latest Iran Threats

(Bloomberg) -- Oil held a dip as traders weighed President Donald Trump’s latest threat to resume strikes on Iran. 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 DeepensBillionaire Rinehart Bets $100 Million on US Defense StocksBrent traded near $110 a barrel, after losing 0.7% on Tuesday,

China Signals It Will Accept Trump’s Push to Rebuild Tariff Wall
Bloomberg109d agoneutral
China Signals It Will Accept Trump’s Push to Rebuild Tariff Wall

(Bloomberg) -- China indicated it would accept some increase in US tariffs to a level agreed upon last year and would continue talks to extend a trade truce — a sign ties between the world’s two largest economies are further stabilizing.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 Deepen

Nvidia Earnings Likely to Shine Even as Stock Underperforms
Barrons.com109d agobearish
Nvidia Earnings Likely to Shine Even as Stock Underperforms

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.

JPMorgan flashes a red flag on Kalshi, Polymarket trading
TheStreet109d agoneutral
JPMorgan flashes a red flag on Kalshi, Polymarket trading

Wall Street has spent decades drawing bright lines around what counts as a bet versus an investment. Compliance manuals grew thick because the cost of getting that line wrong is jail time and seven-figure fines. Most of those manuals never imagined a 22-year-old in a Brooklyn coffee shop risking ...

This Options Move Enhances Returns and Reduces Risk
Barrons.com109d agoneutral
This Options Move Enhances Returns and Reduces Risk

Doing nothing is a proactive strategy. If the Iran war gets bloody and oil prices surge higher, fundamental stock analysis will be useless. Investors are starting to realize that inflation may make it difficult for the Federal Reserve to lower interest rates.

Alibaba unveils new AI chip in push for domestic alternatives
Reuters109d agoneutral
Alibaba unveils new AI chip in push for domestic alternatives

Alibaba Group on Wednesday unveiled a new AI chip, the Zhenwu M890, as the Chinese technology giant intensifies efforts to build domestic alternatives to ‌Nvidia processors amid tightening U.S. export curbs. The chip, developed by Alibaba's semiconductor design subsidiary ‌T-Head, delivers three times the performance of its predecessor, Zhenwu 810E. Alibaba said the new processor is well-suited to handle the heavy memory and communication demands of agent workloads, where models must retain long stretches of context and coordinate with one another in real time.