NVIDIA Corporation (NVDA)
Missed NVIDIA? This AI Stock Up 600%+ Could Be the Biggest 2026 Winner
Micron hit record highs as AI memory demand and HBM shortages fueled pricing power, with revenue and margin outlook signaling more upside.
Nvidia Earnings This Week; Biggest Power Deal in History | Bloomberg Tech 5/18/2026
Bloomberg's Caroline Hyde discusses what to expect from Nvidia this week as investors anxiously await the company's earnings results. Plus, the AI data center boom triggers the largest power deal in history, the filing for SpaceX's IPO could come as soon as this week, and Ed Ludlow brings the latest from Dell Technologies World in Las Vegas.
Nvidia bulls mount uphill battle into earnings
Call volume outpaced puts by more than double on Monday, though more calls were exchanged at the bid or below, meaning likely sold.
Nvidia's earnings will play second fiddle to these big investor debates
Morgan Stanley is looking to see how Nvidia is managing the memory crunch and whether it can generate significant revenue outside of GPUs.
Why Nvidia stock is down around 1.5% today
Shares of Nvidia (NVDA) slipped Monday as investors paused following the stock's recent rally and turned their attention to the chipmaker's earnings report later this week. The stock fell roughly 1.5% to around $222.97 in morning trading after dropping 4.4% on Friday, interrupting a powerful multi-session advance that had pushed shares to record highs.
Nvidia Q1 Preview: The $200 Breakout Has A China Prerequisite (Upgrade)
China matters to the Nvidia Corporation bull case. Yes, the data center has grown sequentially without GPU sales there, but I believe resumed access would improve Nvidia's growth narrative. In fact, I believe the chase-up rally last week was mainly driven by this factor, given the developments with NVDA's H200 during the Trump-Xi summit. That said, Vera Rubin continues to be the main NVDA stock bull case pillar for the second half of the year, especially as inference demand appears to be rising materially.
The Chip Stock Rally Has Stalled. Nvidia Will Prove It Still Has Room to Run.
Chip stocks have stalled recently but Nvidia reports earnings on Wednesday. Wall Street still believes in the trade.
Strait Crisis Continues
We begin to wind down Q1 earnings season this week. Key companies are scheduled to report — especially the most “magnificent” of the “Mag 7,” NVIDIA NVDA, along with Home Depot HD, Target TGT and Walmart WMT — but overall reporting volume is taking a step down after the past two weeks of 1000+ companies having reported per week.
AI Datacenter Growth Likely to Power NVIDIA's Strong Q1 Revenues
NVDA eyes about $78B in Q1 revenues as booming AI datacenter chip demand fuels surging earnings expectations.
NVIDIA Price Target Lifted to $300 by KeyBanc: Blackwell and Rubin Are Stacking Catalysts
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just picked up another bullish data point from Wall Street.
Think You Know What Nvidia's CEO Will Say Next? You Can Put Your Money On It
You can parse Nvidia's next earnings report for the latest on profit margins and the AI buildout. Or you can just bet on the words that will come out of Jensen Huang's mouth.
Hedge Your AI Holdings With This Safe Haven ETF if the Bubble Bursts
If you are sitting on a portfolio that has ridden Nvidia (NASDAQ:NVDA | NVDA Price Prediction), the hyperscalers, and every adjacent AI name to fresh highs, the question is what happens when the narrative cracks.
