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The stock market fell Tuesday as yields hit new highs, but some AI leaders like Micron and Sandisk rebounded. Nvidia earnings loom.
Nvidia earnings shock looms as chip stocks sink and bearish bets surge across AI sector
Markets were on course to open in the red Tuesday as the chip-stocks rally that has powered gains for much of the year continued to lose steam. Stock futures tied to the tech-heavy Nasdaq were down 0.3%, having finished 1.5% lower the previous session led lower by a Big Tech selloff. Dow Industrial futures were falling 34 points, or 0.1%, while S&P 500 futures dropped 0.2%.
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.
The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.
Nvidia shares are still up by more than 15% over the past month.
Record quarterly revenue, a raised outlook, and a swelling defense backlog put this wireless-and-drone player in focus, today, May 14, 2026.
AI-driven orders, record revenue, and a sweeping restructuring put this networking giant’s next phase under scrutiny, today, May 14, 2026.
Q1 earnings season continues at its robust pace, and apparently no news is good news when it comes to the war in Iran.
Montrose Environmental Group (NYSE:ONT), now operating under the Onterris brand, reported lower first-quarter revenue as severe winter weather and reduced environmental emergency response activity weighed on results, but management reiterated its full-year outlook and pointed to stronger profitabili
FEATURE Dynatrace stock was falling following the software company’s latest earnings report as an earnings beat failed to reverse an extensive slide in the stock price. Dynatrace which operates a cloud observability platform, posted fiscal fourth-quarter earnings of 41 cents a share, ahead of the 39 cents analysts had anticipated.
Traders are piling into this AI data-center pivot even as fresh earnings highlight execution risks, today, May 11, 2026.
On May 11, 2026, investors weighed Archer's solid Q1 earnings versus the company's cash burn and rising eVTOL competition.
Ed Yardeni, founder and CEO at Yardeni Research, lifted his year-end price target for the S&P 500 by just over 7%, taking it to 8250 from 7700, a level that suggests gains of more than 11.5% from the benchmark’s close Friday of 7398. Yardeni also thinks the benchmark will hit 10,000 by the end of 2029, adding in a note published Sunday that such an elevated reading might “arrive ahead of schedule” in the new market paradigm. The push comes amid an historic change in earnings forecasts, for both this year and next, that has lifted stocks more than 16.6% since the market bottomed out on March 30, powered in large part by advances in artificial intelligence and gains for the Magnificent Seven tech giants.
On May 8, 2026, investors weighed ad-tech growth against margin pressure, cautious guidance, and fresh Wall Street downgrades.
Record revenue, upbeat guidance, and a swelling defense-backed backlog put this space contractor in sharp focus, today, May 8, 2026.
Stronger-than-expected earnings put this brewer in sharper focus, today, May 8, 2026.
Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.
May 8 (Reuters) - U.S. stock index futures rose on Friday as a recovery in chipmakers helped offset worries about renewed U.S.-Iran tensions, while investors looked ahead to a crucial employment
Cloudflare stock was falling sharply in late Thursday despite better-than-expected first-quarter results from the cybersecurity company. Cloudflare reported adjusted earnings of 25 cents a share on revenue of $639.8 million. Analysts surveyed by FactSet were expecting earnings of 23 cents a share on revenue of $621 million.
Q1 earnings results are setting records, riding the AI trade to new heights.
US equity futures were marginally higher pre-bell Thursday as hopes for a finalized peace deal betwe
