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Market News
Latest financial news and analysis from global markets
NVDA
Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate
I am stepping into Arm Holdings (NASDAQ:ARM) at a moment when the stock has nearly doubled year to date, royalty rates are climbing on Armv9 adoption, and a fresh earnings report lands in less than a week. The setup is rich, the valuation is rich, and the model still finds room to run. Our 24/7 ... Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate
NVDA
Nvidia is Back in the $5 Trillion Club. It Might Not Take Long Before $9 Trillion
It took quite a few months, but Nvidia (NASDAQ:NVDA) found its way back into the $5 trillion club. Until now, it’s the only member, and while there’s a risk that Jensen Huang’s GPU empire might get the boot from the club again as shares show signs of looking lower, I do think that it’s the ... Nvidia is Back in the $5 Trillion Club. It Might Not Take Long Before $9 Trillion
NVDA
Meta’s $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined
The hosts of The Best One Yet podcast captured the magnitude of Meta’s AI ambitions in a single line during their “MAMA Stocks” segment: Meta Platforms (NASDAQ:META) is “the most profitable company in history that you’ve never paid a dollar to.” The framing matters because Mark Zuckerberg just told investors he plans to spend a ... Meta’s $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined
PLTR
Palantir Gets Bullish Call Ahead of Earnings. Oppenheimer Sees 40% Upside
Palantir Stock Back in Focus as Top Analyst Flags Big AI Opportunity
NVDA
Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance
Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report’s segment Chipping away at Nvidia’s chip dominance: “There is the potential for this to entirely disrupt Nvidia, so I think it is a pretty significant risk.” The comment lands at a sensitive moment for NVIDIA (NASDAQ:NVDA) shareholders, who have ridden ... Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance
GOOGL
Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance
Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report’s segment Chipping away at Nvidia’s chip dominance: “There is the potential for this to entirely disrupt Nvidia, so I think it is a pretty significant risk.” The comment lands at a sensitive moment for NVIDIA (NASDAQ:NVDA) shareholders, who have ridden ... Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance
INTC
3 Key Takeaways From SpaceX's Potential $60 Billion Deal With Cursor Leading Up to Its IPO
SpaceX is trying to change the narrative about what type of company it is.
NVDA
3 Key Takeaways From SpaceX's Potential $60 Billion Deal With Cursor Leading Up to Its IPO
SpaceX is trying to change the narrative about what type of company it is.
INTC
Why Royal Caribbean Stock Just Popped
Royal Caribbean stock looks fairly priced, despite rising fuel costs from the Iran War.
AAPL
Apple CEO Shift To John Ternus Puts Focus On AI And Valuation
Apple (NasdaqGS:AAPL) has announced that John Ternus will succeed Tim Cook as CEO on 1 September. The handover represents Apple's most significant leadership change since 2011, with Ternus bringing a hardware focused background to the role. The transition coincides with management attention on AI, product development and operational restructuring across the company. For investors watching Apple (NasdaqGS:AAPL), this CEO transition comes as the company continues to center its business on...
GOOGL
Alphabet's Q1 Highlights Search, Cloud Strength While Costs Climb, UBS Says
Alphabet's (GOOG, GOOGL) Q1 search and cloud results point to a stronger revenue contribution from g
AAPL
HP Is Selling the Future. So Why Is the Stock Falling?
There’s something a little odd going on with HP Inc (HPQ) right now.