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The damage from Fed Chair Kevin Warsh ‘s first post-hike press conference was not evenly distributed. With the dot plot showing an additional rate hike and higher inflation projections, the selling concentrated in exactly the places a higher-for-longer rate path hurts most. Alternative asset managers and capital-market
At Goldman Sachs’ Communacopia + Technology Conference, CEO Jensen Huang said NVIDIA could grow revenue 70% year over year and reiterated his view that AI infrastructure spending could reach $3 trillion to $4 trillion by 2030. He also said power and data-center availability remain key constraints on expansion.
Nvidia reported Q2 earnings of $2.22 a share versus $2.09 expected, with revenue of $96.2 billion versus $92.18 billion expected. It sees Q3 revenue of $108 billion, plus or minus 2%, and guided FY28 revenue growth to about 70%.
Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion estimate, while adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85.
Retail traders focused on Moderna, Walmart, Strategy, Broadcom and SpaceX this week, with Moderna on positive Phase 3 cancer vaccine data, Walmart on fiscal second-quarter results, and Strategy on a stock sale and unchanged Bitcoin holdings.
NBIS down 12%
Applied Materials reported third-quarter revenue of $9.12 billion and adjusted earnings of $3.50 per share, both above analyst estimates.
Nebius, CoreWeave, Reddit, Super Micro and SanDisk drew heavy retail attention this week on earnings, guidance, AI infrastructure news and an S&P 500 inclusion.
US stock futures are higher as investors await July CPI data
U.S. stock futures show modest gains as investors weigh earnings and inflation data against Middle East tensions
CoreWeave, Lumentum, Cava, Nebius, and Super Micro report quarterly earnings, beating analyst estimates on key metrics
Earnings are back in focus on Wednesday, with a -selected slate that spans precious-metals mining and AI infrastructure through optical components. With guidance and segment commentary often moving the tape as much as the headline numbers, options markets are already sketching out the size of the post-print swing, acco
Earnings season stays in focus from next week, with a -selected slate that leans heavily into AI infrastructure, optical hardware and space communications. For retail traders, the cleanest "expectations check" often shows up in the options market, where implied moves translate the tug-of-war between a beat, a miss and
Nebius Group NV (NASDAQ: NBIS ) shares are up more than 5% during Monday’s premarket session as traders lean back into high-multiple AI infrastructure names after last week’s risk-off rotation, with high-multiple artificial intelligence names also getting a lift from firmer S&P 500 futures. Here’s what investors need t
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled. Top 5 Upgrades: Truist upgraded CoreWeave (CRWV) to Buy from Hold with a price target of $126, down from $131. As more enterprises move toward open mo
Ai/Data center/power trade under heavy pressure last few days, with big moves today to the downside: neoclouds NBIS -12% CRWV -5%; AI/high-performance Computing (HPC) data Centers WULF -7% HUT -11% CIFR -10% IREN -8.75% RIOT -7.9%; Nuclear power names FSN -12% NNE -11% TLN -7.7% OKLO -9% TLN -7.65%; opticals LIE AAOI G
CoreWeave Inc. (NASDAQ: CRWV ) stock edged lower in Thursday’s premarket session after tumbling 13.92% in the previous trading day. The weakness followed reports that Meta Platforms Inc. (NASDAQ: META ) is exploring an expansion into AI computing services, raising concerns that the tech giant could become a new competi
U.S. stocks traded mixed midway through trading, with the Nasdaq Composite falling over 100 points on Wednesday. The Dow traded up 0.32% to 52,488.18 while the NASDAQ fell 0.43% to 26,102.23. The S&P 500 also fell, dropping, 0.01% to 7,499.07. Leading and Lagging Sectors Communication services shares jumped by 2% on We