$NVDA

CoreWeave beat Q1 revenue expectations but guided Q2 revenue below consensus, causing 7.33% premarket decline despite $99.4B backlog.

Micron surges 700% annually on AI boom with $23.9B quarterly revenue and fully-booked HBM chips through 2026, yet trades at 11x forward earnings with execution risks.

Nvidia faces intensifying competition from Amazon and Google's custom AI chips, though analysts remain bullish on its long-term dominance given market expansion.

TSMC dominates chip fabrication with 70% market share and 90% of advanced semiconductors, posting 35% Q1 2026 revenue growth. Despite trading at Apple's valuation multiple, growth potential may be underappreciated.

Nvidia's $2.2B investment in AI data center operator Nebius is outperforming, with stock up 100% YTD and revenue projected to grow 5-7x to $7-9B by end-2026.

Nvidia surged 19% on record Q4 results showing 73% revenue growth and $62.3B data center revenue. Q1 2026 guidance projects 77% growth, but customer vertical integration and China risks threaten sustainability.

QQQ's concentrated large-cap tech exposure has vastly outperformed IWM's broad small-cap strategy, returning 116% versus 37% over five years.

IREN secures $3.4B five-year managed AI cloud contract with NVIDIA, deploying 60MW of Blackwell GPU infrastructure in Texas.

U.S. stocks declined May 7 as oil prices rose and U.S.-Iran tensions mounted, with the S&P 500 falling 0.38% despite strong earnings support.

DigitalOcean stock surged 40% on Q1 2026 results showing 221% YoY AI revenue growth, though premium valuation now requires three-year investment horizon.

Goldman Sachs raises Nvidia estimates 12%, sees $1T AI revenue target as conservative. Q1 projection hits $80B, above consensus.

SpaceX plans to monetize its 220,000-GPU Colossus supercomputer cluster by renting AI infrastructure capacity, adding a third revenue stream alongside rockets and Starlink.

Databricks valuation jumps 302% since Pelosi's 2024 investment, spurring 150,000 Robinhood users to seek pre-IPO exposure through new venture fund.

Jim Cramer compares AMD to Secretariat, backing the chipmaker as an AI market winner that can gain share from Nvidia despite recent downgrade.

Tech stocks hit records as Nasdaq 100 climbs to 28,706; crude oil falls 3% on Iran Strait deal hopes. Major earnings swings drive individual stocks.

Alphabet poised to become world's most valuable company, driven by Google Cloud's 63% revenue growth and 81% profit surge, with $126.8B cash reserves.

Vertiv shares surged 31% in April on strong Q1 earnings and raised guidance, boosted by AI data center demand and expanded Nvidia partnership.

Intel stock surges 200% YTD to extreme valuations unseen since Cisco's 2000 peak, with Wall Street targets suggesting 44% downside risk.

Trump administration plans first official AI talks with China at May summit, with Treasury Secretary Bessent leading U.S. delegation on autonomous weapons and AI safety risks.

Nvidia invests $500M in Corning warrants, securing optical fiber and photonics supply for AI data centers. Corning plans major U.S. expansion, boosting stock past consensus targets.