$NVDA

Palantir faces severe May 5 earnings risk despite 70% revenue growth and 43% margins, trading at unsustainable 223x P/E versus Nvidia's 44x multiple.

Senator Chris Coons demands clarification from Commerce Secretary Lutnick over conflicting statements about Nvidia H200 chip exports to China, citing national security concerns.

Meta acquires robotics startup ARI to strengthen humanoid AI capabilities amid intense competition in a sector projected to reach $5 trillion by 2050.

Housel warns AI risks creating echo chambers in investing while behavioral psychology—not data access—will determine winners and losers.

Vertiv posts 83% earnings growth on AI data center demand and $15B backlog, but 47x valuation multiple raises questions about sustainability.

Four AI stocks poised for massive growth in 2026: Nvidia, Broadcom, Taiwan Semiconductor, and Nebius amid surging chip demand.

$RDZN to showcase embedded insurance tech at Nordic automotive conference after securing Tier-1 automaker deals and EU regulatory validation.

$NVDA regains $5 trillion market cap with potential to become world's first $10 trillion company within three years, driven by AI inference dominance.

Industrial automation pioneer StellarSpace unveiled next-generation PLCs, servo systems, and motors at Silicon Valley summit, securing international orders across US, Europe, Middle East, and Asia.

Apple's strong Q2 earnings powered U.S. equities to all-time highs Friday, with S&P 500 and Nasdaq 100 advancing on broad tech rally, though energy declined.

AMD surged 74.3% in April, vastly outpacing Nvidia's 14.4% gain, as investors repriced the chipmaker as a higher-beta alternative in AI infrastructure.

Micron could reach $1T valuation as AI chip demand surges, with 400% earnings growth projected and stock needing just 74% appreciation.

Meta shares fell 8.5% despite $56B Q1 revenue and $26B profit, as investors favor faster AI monetization. Company raises capex guidance to $125-145B.

Gold has outperformed the S&P 500 by 69 percentage points over five years. Buffett favors equities, but strategic gold allocation may provide prudent downside protection amid 2025 uncertainty.

S&P 500 hits record highs while oil volatility trades four times VIX levels, echoing COVID-era patterns and suggesting potential market mispricing of geopolitical risks.

S&P Global proposes expedited S&P 500 entry for megacap IPOs, including SpaceX, reducing waiting period to 6 months and waiving profitability requirements.

Meta stock fell 10% despite 33% revenue growth and 41% operating margins, as investors worry about $125-145B capex plans doubling prior-year spending.

SpaceX targets June 2026 IPO at $1.75 trillion valuation, planning 30% retail allocation. Investors can gain exposure now through specialized funds.

Meta stock fell 8.5% on Q1 2026 earnings despite strong results, driven by higher AI spending outlook, raising questions about whether it's a buying opportunity.

Caterpillar surged 185% in a year versus Nvidia's 85% as hyperscalers fuel demand for on-site power generation infrastructure, driving record backlogs.