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The Latest Breaking News from NVDA

Is Meta opening WhatsApp to rival AI chatbots just to avoid tougher EU action? Here's what happened

Meta has offered rival AI chatbots limited free access to WhatsApp in Europe, with charges to be implemented after a usage threshold is met. This move aims to appease EU regulators concerned about Big Tech's market dominance. Smaller rivals, however, deem the proposal insufficient and discriminatory.

The Economic Times

SpaceX IPO filing: Massive AI spending, future ambitions and Starlink expansion-Will SpaceX’s awaited IPO make Elon Musk the world’s first trillionaire?

SpaceX has filed for its long-awaited public stock offering. The company revealed its finances, board members, and ambitious plans for space exploration and AI. SpaceX aims to make life multiplanetary and harness the sun for AI. The IPO could make Elon Musk a trillionaire. SpaceX's mission includes building bases on…

The Economic Times

NVIDIA Q1 Earnings Call Highlights

NVIDIA (NASDAQ:NVDA) reported record first-quarter fiscal 2027 results, with revenue, operating income and free cash flow all surpassing prior company highs, as executives said demand for AI infrastructure continued to accelerate across hyperscale cloud providers, AI cloud companies, sovereign custo

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Presidential Records Act ruling: Can Donald Trump ignore the Presidential Records Act? Judge says the White House must follow the law

A federal judge has ordered the Trump administration to comply with the Presidential Records Act, rejecting a Justice Department opinion that deemed the law unconstitutional. U.S. District Judge John Bates ruled the act is likely constitutional and found a substantial risk of non-compliance.

The Economic Times

NVDA stock price: Nvidia earnings beat expectations again but why did NVDA stock slip after hours? Here's what you need to know

Nvidia reported strong quarterly earnings, revenue growth, and an optimistic forecast, alongside an $80 billion share repurchase plan and increased dividend. Despite these positive results, NVDA stock dipped as investors focused on escalating competition in the AI chip market and future growth prospects.

The Economic Times

Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the year

Nvidia Q1 earnings report: With $78.75B in expected revenue and rising competition from AMD, Cerebras, Amazon, and Google, Nvidia's Q1 FY2027 report is the single most important data point in AI infrastructure this quarter.

The Economic Times

Why the Earnings Report Reaction in Nvidia Stock Matters So Much More This Time

The entire financial complex is currently hanging by a thread. Or rather, a microchip.

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Stocks Settle Lower on Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

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Nvidia Stock Has Underperformed in 2026. Billionaire Hedge Funds Are Still Gobbling It Up.

Tiger Global significantly increased its Nvidia holdings, although the stock has delivered roughly 20% gains this year.

Barchart

Nvidia Is Moving Beyond LLMs to Superlearners, the Possible Precursor to AGI. What That Means for NVDA Stock.

By promoting research on the possible next phase of AI, Jensen Huang is ensuring Nvidia is best placed to power the future revolution.

Barchart

Nvidia’s Blockbuster Quarter Is Coming — And NVDA Stock Is Still Cheap

With AI spending continuing to soar, Nvidia’s expanding revenue base, pricing power, and leadership in next-generation chips position it for continued upside.

Barchart

NVDA Earnings Bull Put Spread has a High Probability of Success

With earnings set for May 20th after the market close, implied volatility on NVDA stock is through the roof. Implied volatility is sitting at 77% compared to a twelve-month low of 31.73%.

Barchart

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.

Barchart

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.

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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.

Kiplinger

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.

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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.

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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.

Barchart

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.

Barchart

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.

The Economic Times

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.

MarketBeat

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.

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