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The Latest Breaking News from NVDA

Jim Cramer Says Nvidia Should Stay Inside China’s AI Boom, Not Walk Away

Nvidia’s China strategy is back in focus just days before its Q1 of fiscal 2027 earnings.

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Nvidia Stock Hit Record Highs on Huang’s China Visit. Q1 Earnings Could Take NVDA Even Higher.

NVDA stock recently hit record highs, but its upcoming earnings report could be the next major catalyst.

Barchart

Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down

Nvidia stock is back near record highs. Wolfe Research doubled down on its bullish AI thesis, arguing hyperscalers “have no choice but to spend” amid accelerating agentic AI demand.

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NVDA Earnings, Alphabet Conference and Other Can't Miss Items this Week

Markets face a reasonably quiet week, but it will be dominated by Wednesday's Nvidia (NVDA) earnings and Alphabet's two-day developer conference, creating a critical test for AI infrastructure investment sustainability and technology sector leadership.

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7 Reasons Your Portfolio Needs More Than Just an S&P 500 ETF in 2026

An S&P 500 ETF might be the easiest, most obvious investment you can make. But it probably shouldn't be the only one.

Kiplinger

Dear Nvidia Stock Fans, Mark Your Calendars for May 20

Nvidia’s rich AI narrative faces its next big test on May 20 as traders brace for a sharp post-earnings move.

Barchart

S&P Futures Plunge as Inflation Fears Push Bond Yields Higher

June S&P 500 E-Mini futures (ESM26) are trending down -0.95% this morning as a jump in oil prices drove Treasury yields higher, abruptly halting the AI-fueled equity rally.

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NVDA Stock Jumps on Reports of Nvidia H200 Chip Sales to China

Nvidia stock is rallying on reports that the U.S. has approved H200 sales to 10 major Chinese customers. Recent filings also confirm that President Trump invested in NVDA shares in Q1.

Barchart

Dear Nvidia Stock Fans, Mark Your Calendars for May 14

As Jensen Huang joins Donald Trump on a high-stakes China trip, investors are watching closely for signs of easing tensions over AI chip exports.

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NVDA Stock Watch: What to Expect as Jensen Huang Joins Trump-Xi Summit

Nvidia stock rallies as Jensen Huang joins Trump on a high-stakes visit to China. Oppenheimer explains why NVDA shares are poised to rip higher from here in 2026.

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Investors Are Worried the AI Rally Has Gone Too Far. Bernstein Analysts Say Nvidia Stock Is Still ‘Cheap’ Here.

Amid concerns about an AI bubble, Bernstein analysts think Nvidia is trading at a relatively low valuation.

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Nvidia stock hits new all-time high as NVDA nears historic $5.5 trillion valuation amid explosive AI rally - Could Nvidia stock still rise higher from here?

NVDAjust crossed another historic line on Wall Street. Nvidia stock surged to a fresh all-time high Wednesday, briefly pushing the company’s valuation close to an astonishing $5.5 trillion.

The Economic Times

5 Stocks Positioned to Benefit From the AI Inference Boom

As the AI buildout shifts from training to inference, 5 companies including GOOGL and NVDA are among the best-positioned to benefit from the inference boom.

MarketBeat

After an Earnings Blowout, Morgan Stanley Just Raised This Chip Stock’s Target Price by $8

Navitas Semiconductor has a number of strong, positive, potential catalysts, but it's also facing tough competitive threats along with its high price tag.

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Wall Street Is Chasing AI Again. It’s Not Too Late to Buy Nvidia Stock.

Even as competition rises, Nvidia’s scale, ecosystem, and performance leadership make it hard to dethrone.

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Nvidia Stock’s Growth Story May Not Be Over Yet

Nvidia stock has looked a lot more grounded over the last year compared to the kind of parabolic rally we saw in the preceding couple of years. Can NVDA stock still deliver good returns?

MarketBeat

NVIDIA’s China Connection: Investor Risks With Earnings Ahead

NVIDIA faces risks but the rewards outweight them, as upside potential continues to grow under the influence of AI demand.

Barchart

Should You Buy the Dip in Nvidia Stock Today?

Nvidia stock is sinking as Google and Amazon tout in-house chips on thier Q1 earnings calls. BofA still recommends buying the dip in NVDA shares today.

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As Nvidia Launches Nemotron 3 Nano Omni Model, Should You Buy, Sell, or Hold NVDA Stock?

As Nvidia doubles down on AI innovation with its Nemotron 3 Nano Omni launch, is NVDA stock a buy, sell, or hold now?

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NVIDIA Stock Outlook: Is Wall Street Bullish or Bearish?

NVIDIA has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

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How Nvidia Stock Could Be the Biggest Loser From the SpaceX IPO

SpaceX is planning to build its own GPUs before its $1.75 trillion IPO. Here is what that could mean for Nvidia stock and AI chip investors watching closely.

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Here's What to Expect From NVIDIA's Next Earnings Report

NVIDIA will release its first-quarter earnings next month, and analysts anticipate a triple-digit bottom-line growth.

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Long Straddle Screener Results for April 23

Volatility has eased in recent days as the market digests the tech sector continues to lead the way. However, volatility could rear its ugly head again at any time.

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Nvidia and Google Options Highlight 2 Great Trades Ideas for Bulls Here

Today, we are using the stock screener to find stocks with a Buy rating and then looking at a couple of bullish option trade ideas.

Barchart

BlackBerry Stock Is Soaring on a New Nvidia Deal. Does That Make BB a Buy Here?

BlackBerry stock rallies on an expanded partnership with Nvidia. But key risks suggest BB shares still aren’t worth owning in 2026.

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