Investors watch whether AI chip demand can still outpace forecasts
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Investors watch whether AI chip demand can still outpace forecasts
Duos Technologies Group (NASDAQ:DUOT) reported lower first-quarter revenue as management said the company continued shifting away from legacy rail operations and toward a data center-focused business model centered on edge AI infrastructure. Chief Executive Officer Doug Recker said the quarter refl
Lowe's is set to report earnings Wednesday morning, with the stock expected to make a sizable move following the report.

Walmart (WMT), Target (TGT), TJX (TJX), Home Depot (HD), and Lowe's (LOW) are all reporting quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma and Robinhood chief investment officer Stephanie Guild outline what investors should expect from earnings and from the future of the K-shaped economy.
SCHMID Group (NASDAQ:SHMD) said it expects stronger order activity through the remainder of 2026 as demand tied to artificial intelligence infrastructure, optical modules and advanced packaging supports its equipment business. On the company’s first formal investor call, Chief Financial Officer Art
WDAY is set to report Q1 fiscal 2027 results on May 21, with expected revenue growth as demand rises for HCM, finance and AI-powered products.
Compugen (NASDAQ:CGEN) said it remains on track to report interim progression-free survival data in the first quarter of 2027 from its MAIA-ovarian study, as the clinical-stage immuno-oncology company outlined first-quarter 2026 results and updates across its internal and partnered programs. On the
Baidu (NASDAQ:BIDU) reported a return to revenue growth in its first quarter of 2026, with management emphasizing that artificial intelligence has become the company’s primary growth engine and now accounts for a majority of its general business revenue. Co-founder and Chief Executive Robin Li said

Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. Morning Brief Host Julie Hyman and Barron's Investor Circle newsletter editor Josh Schafer take a closer look at whether Nvidia's earnings narrative is as big a proponent of the stock's overall trade that investors believe it to be.
Stocks open the day with modest gains as investors look ahead to earnings from Nvidia and Walmart to gauge the health of the AI trade and the economy amid ongoing Middle East tensions. The S&P 500 and the tech-heavy Nasdaq rose 0.1%, while the Dow was flat. With only a few economic data releases in the week ahead, investors are paying attention to other pieces of news, like signs of progress in the Middle East.
Consensus at $79 billion sits above Nvidia's own guidance midpoint
Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what's expected to be the marquee earnings event of the week.
Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what’s expected to be the marquee earnings event of the week.
The data center operator's latest spate of news items confirmed both its upside potential and its lingering risks.
Nvidia earnings report is expected to be the main event for tech investors this week.
It’s a quite week on the earnings front, but all eyes will be on Nvida who are due to report on Wednesday after the closing bell. Other big names reporting this week include Walmart, Home Depot, Target and Baidu.
Baidu stock was rising even as the Chinese internet company’s profit tumbled, with the focus on AI progress.
Retail earnings to offer glimpse at household spending, NextEra-Dominion tie up would capitalize on AI power boom, the Warsh era begins, and more news to start your day.
Buying Nvidia stock just before quarterly results has historically produced modest short-term gains, but the longer-term picture has been much stronger.
Nvidia, the most valuable public company by market capitalization, will report earnings this week, the last of the Magnificent Seven tech companies to do so. Big retailers including Walmart and Home Depot will also report.
Carlisle trades at $329.74 per share and has stayed right on track with the overall market, gaining 7.6% over the last six months. At the same time, the S&P 500 has returned 9.9%.
The US did approve 10 Chinese firms as buyers for the H200, Nvidia’s second-most powerful AI chip, though no purchases have yet been made.
Hub Group has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 6.8% to $37.96 per share while the index has gained 9.9%.
Korn Ferry currently trades at $64.52 per share and has shown little upside over the past six months, posting a small loss of 0.7%. The stock also fell short of the S&P 500’s 9.9% gain during that period.
Thermon Group delivers industrial heating solutions worldwide, serving sectors from energy and transit to tech and manufacturing.
Bearings manufacturer RBC Bearings (NYSE:RBC) will be announcing earnings results this Friday before market open. Here’s what you need to know.
Goldman Sachs said the S&P 500 has continued climbing to record levels as stronger corporate earnings and upward revisions to profit forecasts fuel investor confidence. The benchmark index has advanced 8% so far this year through Monday.