Chipmaker Analog Devices forecasts third-quarter revenue above estimates amid AI boom - Reuters

Chipmaker Analog Devices forecasts third-quarter revenue above estimates amid AI boom  Reuters

Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos - Bloomberg.com

Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos  Bloomberg.com

Nvidia Rides Blistering Chip Sales to Another Record Quarter - WSJ

Nvidia Rides Blistering Chip Sales to Another Record Quarter  WSJ

Nvidia to return more than $80bn to shareholders as it reaps rewards of AI boom

World’s most valuable company reported better than expected revenue and forecasts

Nvidia’s revenue blows past Wall Street expectations as AI boom accelerates

Many analysts view company’s financial performance as a broader referendum on AI buildout Nvidia continued its years-long streak of beating Wall Street’s expectations for growth on Wednesday, reassuring most investors that the AI boom, particularly the global explosion of datacenters, will continue apace. “The buildout of AI factories – the largest infrastructure expansion in human history – is accelerating at extraordinary speed,” said Nvidia’s CEO, Jensen Huang, in a statement. “Agentic AI ...

By Sanya Mansoor

Short sellers see opportunity as chip stocks rally breaks, bears hold firm into Nvidia earnings

Despite a pullback across semi shares in recent sessions, traders betting against some of the industry's biggest names have shown little sign of retreating.

Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand

Artificial intelligence chipmaker Nvidia’s quarterly results blew past Wall Street’s expectations once again, fueled by massive demand for its high-end AI chips

By Barbara Ortutay

Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand

Nvidia Earnings Are Set to Make or Break the Chip Stock Rally

For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.

By Ryan Vlastelica, Carmen Reinicke

Futures Rise Ahead Of Critical Nvidia Earnings As Oil, Bond Yields Drop

Futures Rise Ahead Of Critical Nvidia Earnings As Oil, Bond Yields Drop US equity futures are higher led by tech as the selloff in bonds eased and traders awaited earnings from Nvidia after the close. As of 7:30am ET, S&P futures are up 0.3% while Nasdaq futs rose 0.7% showing optimism heading into the release and overlooking weakness in tech during APAC trade. In premarket trading, NVDA is up 1.8% in premarket trading, as semis see a strong bid with Mag7 names almost all higher...

By Tyler Durden