MarketPulse
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$NVDA

1357 articles found
728 positive
105 negative
523 neutral
Investing.comInvesting.com··Leo Miller

MPWR Surges 70% on AI Boom: Monolithic Power Systems Crushes Estimates

Monolithic Power Systems surged 70% in 2026, beating NVIDIA and Broadcom. Q1 revenue reached $804M (+26% YOY); Q2 guidance of $900M far exceeded expectations.
NVDAGEVAVGOMPWRAI chipsdata center
BenzingaBenzinga··Namrata Sen

Microsoft, Google, xAI Team With US on AI Security Tests Amid Regulatory Push

Microsoft, Google, and xAI agree to provide early AI model access to U.S. government for national security evaluations through CAISI.
NVDAMSFTAMZNGOOGGOOGLnational securityrisk assessment
Investing.comInvesting.com··Avi Gilburt

S&P 500 at Critical Juncture as Analyst Warns of Bear Market Risk

Analyst warns S&P 500 completing 92-year bull market; recommends protective strategies amid bear market risk.
NVDAMETAAMZNAAPLTSLAS&P 500market cycle
GlobeNewswire Inc.GlobeNewswire Inc.··Broadcom Inc.

Broadcom's VMware Cloud Foundation 9.1 Targets AI Infrastructure With 40% Cost Savings

Broadcom launches VMware Cloud Foundation 9.1, delivering major cost reductions for production AI workloads across diverse hardware architectures with enhanced security.
NVDAAMDAVGOANETCRWD+1AI infrastructureData sovereignty
Investing.comInvesting.com··Thomas Hughes

Nvidia's Hidden China Risk: Gray Market Sales Cloud Pre-Earnings Outlook

Nvidia faces scrutiny over unreported China revenue ahead of May 20 earnings, with gray market smuggling offsetting official 0% market share amid U.S. export controls.
NVDAAMDGOOGGOOGLINTC+3Nvidia earningsChina restrictions
The Motley FoolThe Motley Fool··Anthony Di Pizio

Meta's AI Gamble: Could $1.55T Giant Double to Join Elite $3T Club?

Meta's $1.55 trillion valuation trades at a discount to mega-cap peers, positioning the company to potentially double to $3 trillion as AI investments drive revenue growth and platform transformation.
NVDAMETAMSFTGOOGGOOGL+1valuationcapital expenditures
The Motley FoolThe Motley Fool··Bram Berkowitz

U.S. Government Reaps $34B Windfall on Intel Turnaround as AI Demand Reshapes Chip Markets

U.S. government gains $34.5B on $11.1B Intel stake as stock surges amid AI chip demand and domestic manufacturing priorities.
NVDAAAPLINTCAI chipsmanufacturing
The Motley FoolThe Motley Fool··Will Ebiefung

Poet Technologies Shows Promise But Faces Hurdles in Race for AI Chip Dominance

Poet Technologies shows explosive revenue growth but faces mounting losses and contract uncertainty in its quest to disrupt AI chip markets.
NVDAMRVLPOEToperating lossesAI infrastructure
The Motley FoolThe Motley Fool··Micah Zimmerman

AI Infrastructure Plays Poised for Continued Growth as Hyperscaler Spending Accelerates

Specialized AI infrastructure vendors Credo Technology and UiPath offer compelling growth opportunities as hyperscalers accelerate infrastructure spending.
NVDAMETAMSFTAMZNPATH+1AI infrastructurerobotic process automation
The Motley FoolThe Motley Fool··Chris Neiger

Tech Giants Bet $335B on AI, But Wall Street Questions Meta's Returns

Alphabet and Meta are spending $335 billion combined on AI in 2026, but investor reactions diverge sharply based on their distinct monetization strategies and track records.
NVDAMETAMSFTAMZNGOOG+1capital expendituresartificial intelligence
BenzingaBenzinga··Sweta Killa

Roundhill Launches 'Magnificent Seven Plus' ETF Betting on AI and Space Innovation

Roundhill files for Magnificent Seven Plus ETF combining mega-cap tech stocks with AI and space companies including Anthropic, OpenAI, and SpaceX.
GSGSpAGSpCGSpDBX+9Magnificent Sevenmega-cap tech
GlobeNewswire Inc.GlobeNewswire Inc.··Standard Performance Evaluation Corporation (Spec)

SPEC Releases CPU 2026 Benchmark Suite With 52 Tests to Evaluate Next-Gen Processor Tech

SPEC releases CPU 2026 benchmark suite with 52 tests, up from 43, for evaluating modern processor and cloud platform performance across diverse workloads.
DELLNVDAAMDORCLORCLpD+5cloud computingopen source
The Motley FoolThe Motley Fool··Anders Bylund

NXP Semiconductors Surges 49% on AI Data Center Bet and Stellar Guidance

NXP Semiconductors stock surged 49% in April after beating Q1 earnings and projecting data center revenues to double to $500M in 2026, leveraging AI infrastructure demand.
NVDATSMNXPIedge computingstock surge
The Motley FoolThe Motley Fool··Daniel Sparks

Meta's 33% Revenue Surge Masks Investor Anxiety Over Ballooning AI Costs

Meta reported 33% Q1 revenue growth but stock declined as company doubled 2026 capex guidance to $125-145B for AI infrastructure, raising investor concerns about returns.
NVDAAMDMETAAVGOcapital expendituresrevenue growth
The Motley FoolThe Motley Fool··Eric Trie

Intel Stock Retreats After Historic Rally as AI PC Strategy Faces Valuation Test

Intel stock fell 3.94% after surging 166% year-to-date, raising questions about whether AI PC momentum and new leadership can sustain the rally.
NVDAAMDINTCsemiconductorstock rally
Investing.comInvesting.com··Bridget Bennett

SpaceX's $2T IPO Play: Five Chip Stocks Banking on Space Infrastructure Boom

Five semiconductor stocks—TSMC, Intel, AMD, NVIDIA, and Amkor—offer superior exposure to SpaceX's $2T IPO impact than direct equity participation, combining established revenues with agentic AI tailwinds.
NVDAAMDTSMINTCAMKRagentic AIAI infrastructure
The Motley FoolThe Motley Fool··David Jagielski, Cpa

Magnificent Seven's $23 Trillion Valuation Sparks Diversification Debate

Magnificent Seven tech stocks valued at $23 trillion trade at 37x P/E versus S&P 500's 26x, prompting diversification recommendations into undervalued sectors and dividend stocks.
NVDAPLTRTSLASCHDMAGS+1valuationartificial intelligence
BenzingaBenzinga··Erica Kollmann

SanDisk Soars 426% in 2026, Crushing Nvidia With 45x April Returns

SanDisk surges 426% YTD, becoming S&P 500's top performer, vastly outpacing Nvidia's 6.4% gain as investors rotate toward memory and storage plays.
NVDASNDKmarket rotationAI accelerators
Investing.comInvesting.com··Itai Smidt

Broadcom's $100B AI Dream Tests Valuation Limits Amid Execution Risks

Broadcom projects $100B AI revenue by 2027, but elevated 80.6 P/E valuation leaves minimal room for execution error as competition intensifies.
NVDAAMDMETAGOOGGOOGL+1revenue guidancesupply chain
BenzingaBenzinga··Erica Kollmann

Chinese Tech Giants Pay $1M Per Nvidia B300 as Export Controls Fuel Gray Market

Chinese firms pay ~$1M per Nvidia B300 server—double U.S. prices—amid export restrictions, while China's AI token usage surges to 32% globally.
NVDAAMDBABASMCIAI chipsChina market