Nvidia Earnings Are A Test for Chip Stocks As Software Has Stolen the Limelight

Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.

The Chinese AI service has Wall Street worried that it will be cheaper than expected to develop models. But as chip stocks sink, some analysts see a silver lining.

MarketWatch - 5h

DeepSeek rattles Wall Street. What the Chinese startup means for Nvidia, Meta and the rest of our AI stocks

We explore DeepSeek's wide-ranging implications for our investment portfolio.

CNBC - 6h

DeepSeek story is bad news for Nvidia and the microchip makers. It may be worse for these stocks.

Nuclear plays have surged over the last month and last year on AI hopes that may not come to fruition/

MarketWatch - 14h

Japan chip stocks fall as DeepSeek's challenge to U.S. AI dominance raises worries for Asian tech firms

Japan's chip-related stocks fall as DeepSeek gained momentum, raising concerns about a challenge to America's global leadership in artificial intelligence.

CNBC - 20h

U.S. stock futures fall ahead of Fed meeting, key earnings week for Big Tech

U.S. stock futures sank Sunday night, ahead of a big week for Big Tech earnings and the Federal Reserve’s meeting.

MarketWatch - 1d

Here's what we'd like to see from our 8 stocks reporting earnings this week

Plus, we'll get the personal income and spending report, which includes the Fed's preferred measure of inflation.

CNBC - 1d

This restaurant stock that tripled in 2024 just got downgraded ahead of earnings

The stock of Chili’s parent Brinker has rallied so much that a longtime bull downgraded it ahead of earnings, saying valuations leave “little room for error.”

MarketWatch - 3d

Beyond Oracle and Nvidia, these stocks and sectors can benefit from the Stargate AI venture

Here’s a roadmap to the next stages of the buildout of AI in the U.S.

MarketWatch - 3d

Elevance Health earnings boost health-insurance stocks after upbeat outlook

Elevance Health Inc.’s stock rose 2% Thursday and boosted other health-insurance stocks after the company delivered better-than-expected earnings and forecast growth for 2025, easing investor ...

MarketWatch - 4d

As Nvidia’s stock gains, one analyst shows why Stargate could be so significant

Will Nvidia become part of the “Trump trade?” Melius Research says the new Stargate joint venture may signal more AI-friendly moves ahead and help the company’s long-term growth.

MarketWatch - 5d

'Awe-inspiring' - Hamilton has first test in Ferrari F1 car

Crowds gather as Lewis Hamilton drives a Ferrari Formula 1 car for the first time at the team's Fiorano test track.

BBC News - 5d

Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative

President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.

MarketWatch - 6d

Huawei seeks to grab market share in AI chips from Nvidia in China

Tech giant pushes its artificial intelligence chips as hardware of choice for ‘inference’ tasks

Financial Times - Jan. 21

This is Nvidia’s secret weapon and it’s likely to propel the stock in 2025

Strength in data center GPUs, networking, services, and emerging products fortify Nvidia’s competitive ‘moat.’

MarketWatch - Jan. 18

Lofty expectations pose tough earnings test for Wall Street

Strong results from $25tn worth of companies needed to help drive rally after shaky few weeks for S&P 500

Financial Times - Jan. 18

Nvidia analysts are very bullish on the stock. But this holdout defends his cautious view.

The chip maker’s stock has surged in the year since D.A. Davidson’s Gil Luria began coverage with a neutral view. But he still thinks elements of his initial call have merit.

MarketWatch - Jan. 16

Karl-Anthony Towns injury update: Knicks star has bone chip in sprained thumb, per report

Towns, who missed Wednesday's win over Philadelphia, is expected to play through the injury

CBS Sports - Jan. 16

Knicks star Karl-Anthony Towns has bone chip in right thumb, reportedly expected to play through injury

Karl-Anthony Towns smacked his hand on the backboard on Monday night and injured his right thumb.

Yahoo Sports - Jan. 16

Jim Cramer says to stay focused on earnings reports after Wednesday's stock rally

CNBC's Jim Cramer examined Wednesday's market rally and stressed that it's important to stay focused on corporate earnings and commentary from management.

CNBC - Jan. 15

There's a popular tech stock washout Monday as Palantir, Nvidia and Rigetti Computing drop

Popular technology stocks tumbled Monday as bond yields rose, dragging down tech-heavy Nasdaq-100 futures.

CNBC - Jan. 13

JPMorgan, Citi, Wells Fargo and Goldman’s earnings results may boost banks stocks further

The largest banks in the U.S. may justify further gains in stock prices if their earnings updates in the coming days include any upside surprises around loan growth or a boost from lighter ...

MarketWatch - Jan. 13

10 stocks making best use of investors’ money. Here’s who beats Nvidia.

A company’s return on average assets sheds light on how well its management team has allocated investors’ money.

MarketWatch - Jan. 11

Corona brewer gets slammed post-earnings, and we question whether to keep the stock

This was not the quarter we were looking for — and unfortunately, we see little reason to defend Constellation brands.

CNBC - Jan. 10

Nvidia’s stock is down 9% from its recent record. That shows the short term is winning out for now.

Nvidia’s stock is off 9% from an all-time high hit earlier this week, with investors focused more on the here and now than on new eye-popping projections of market opportunity.

MarketWatch - Jan. 10

Biden administration planning new AI chip export limits that would hit Nvidia, report says

The White House is finalizing additional restrictions on the export of artificial intelligence microchips that would hit companies including Nvidia and Advanced Micro Devices, according to a report.

MarketWatch - Jan. 9

Quantum-computing stocks sink as Nvidia CEO delivers a reality check

Shares of Rigetti Computing, Quantum Computing, IonQ and D-Wave fell sharply after Nvidia’s Jensen Huang said that “very simple quantum computers” could be 20 years away.

MarketWatch - Jan. 8

Quantum stocks like Rigetti plunge after Nvidia's Huang says the computers are 15 to 30 years away

Quantum computing stocks dropped Wednesday after Nvidia CEO Jensen Huang declared that useful quantum computers are likely decades in the future.

CNBC - Jan. 8

Nvidia’s stock falls further — but analysts see a future that’s brighter than ever

Nvidia’s talk of huge market opportunities in autonomous driving and robotics is “potentially comforting for investors thinking about what might come next for the company,” an analyst says.

MarketWatch - Jan. 8

Tesla and Nvidia dominated the stock market last year. Why more pedestrian names can shine in 2025.

The average S&P 500 stock had a tough go of it in December. But better times could lie ahead in 2025.

MarketWatch - Jan. 8

Nvidia’s stock suffers worst drop in months as CES speech lacked one big thing

Nvidia shares had run up in advance of the event, but CEO Jensen Huang didn’t mention Rubin, the company’s next chip family.

MarketWatch - Jan. 7

Micron’s stock looks like a winner after Nvidia CEO Jensen Huang’s CES keynote

Huang’s hotly anticipated speech brought mention that Micron is providing memory for new Blackwell gaming chips.

MarketWatch - Jan. 7

Don't be fooled by Nvidia stock's slide after CEO Jensen Huang laid out an AI roadmap

The CEO's product announcements are not as important as the long-term vision he presented.

CNBC - Jan. 7

Nvidia Founder Jensen Huang Unveils Next-Gen AI and Gaming Chips at CES 2025

The Blackwell-powered GeForce RTX 50 Series desktop and laptop graphics processors were a highlight of the massive tech trade show underway in Las Vegas.

Inc. - Jan. 7

Nvidia stocks soar after GeForce RTX 50 series debuts at CES

Chipmaker Nvidia shares surge after founder Jensen Huang unveils next generation of AI for gamers at CES 2025.

CBS News - Jan. 7

Nvidia founder unveils next generation of AI and gaming chips at CES 2025

In a packed Las Vegas arena, Nvidia founder Jensen Huang stood on stage and marveled over the crisp real-time computer graphics displayed on the screen behind him.

NBC News - Jan. 7

Nvidia releases gaming chips for PCs, tapping AI features from data center GPUs

At CES in Las Vegas, Nvidia showed that it's still focused on serving gamers even as the company's primary business is now in the data center.

CNBC - Jan. 7

Aurora Innovation’s stock rockets 44% after entering partnership with Nvidia and Continental in self-driving trucks

Driverless trucks are expected to start hauling freight on Interstate 45 between the Dallas and Houston areas with 20 driverless trucks in the near term

MarketWatch - Jan. 7

Nvidia’s stock rallies as AI chip trade reloads for fresh run higher

Nvidia Corp.’s stock continued its rally Monday, embodying the red-hot momentum in the artificial-intelligence chip trade so far this year.

MarketWatch - Jan. 7

Nvidia, chip stocks pop after Foxconn reports record revenue

Global semiconductor stocks climbed on Monday after Foxconn posted record fourth-quarter revenue, suggesting the AI boom has far more room to run.

CNBC - Jan. 6

Unity Software stock is rallying. Roaring Kitty posted a meme. They may or may not be connected.

Unity Software stock is rising after a post from Keith Gill that may or may not have anything to do with the company.

MarketWatch - Jan. 2

Nvidia Earnings Are A Test for Chip Stocks As Software Has Stolen the Limelight

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