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Yahoo Finance Video2h agoneutralVIDEO

Nvidia Q1 earnings: AI infrastructure outlook 'remains intact'

Nvidia (NVDA) exceeded Wall Street's estimates for the AI chipmaker's first quarter, reporting adjusted earnings of $1.87 per share and $81.62 billion in revenue. The company also outpaced forecasts on its second quarter outlook. A panel consisting of CFRA Research senior vice president Angelo Zino, Spear Invest founder and CIO Ivana Delevska, and TECHnalysis Research president Bob O'Donnell comes on Asking for a Trend to discuss Nvidia's earnings results and guidance.

GuruFocus.com2h agoneutral

Lowe's Companies Inc (LOW) Q1 2026 Earnings Call Highlights: Strong Online Sales and Strategic ...

Lowe's Companies Inc (LOW) reports robust online growth and strategic investments, while navigating DIY market pressures and macroeconomic uncertainties.

Barrons.com2h agobullish

Chip Stocks Are on a Tear. Money Pros Weigh In on Whether the Rally Can Last.

Semiconductor-chip stocks have surged over the past month and a half. We queried investment pros on whether the group has gotten over its proverbial skis.

AMD INTC MU NVDA SMH

Barrons.com2h agoneutral

Nvidia Stock Is Down Ahead of Conference Call. So Are These Chip Stocks.

Nvidia reported an earnings and revenue beat on Wednesday, but the stock was still in negative territory heading into the company's conference call with investors, which is scheduled to start at 5 p.m.

AMD AVGO INTC NVDA

Associated Press2h agoneutral

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

Artificial intelligence chipmaker Nvidia's quarterly results surpassed Wall Street's expectations once again, fueled by massive demand for its high-end AI chips. The company said Wednesday it earned $58.32 billion, or $2.39 per share, in the February-April period, up from $18.78 billion, or 76 cents per share, in the same period a year earlier. Excluding one-time items, Nvidia earned $1.76 per share.

NVDA

Zacks2h agoneutral

Top Stock Reports for Johnson & Johnson, Oracle & Netflix

Johnson & Johnson, Oracle and Netflix lead Zacks' top stock reports as analysts spotlight growth drivers, cloud gains and new monetization efforts.

JNJ NFLX ORCL

WWD2h agoneutral

E.l.f. Beauty Expects Refunds of Around $55 Million for Tariffs, Plans to Roll Back Some Price Increases

This came as E.l.f. surpassed Wall Street estimates on top and bottom lines.

ELF

The Wall Street Journal2h agoneutral

A Giant Prospectus for a Giant Company

277 pages SpaceX’s filing comes in at that eye-popping length before notes and exhibits. IPO prospectuses for aspiring public companies typically top out around 200 pages. They include descriptions of the business and audited financial statements, as well as boilerplate legal language about the risks of investing in a company’s shares.

BABA

Barrons.com2h agoneutral

Nvidia's Equity Investments Are Paying Off

Nvidia has used some of its accelerating cash flow to make investments into start-ups, as well as Intel and CoreWeave. In the first quarter, Nvidia spent another $18.6 billion on equity securities. It booked a fair value gain of $16 billion from equity investments in the quarter.

CRWV INTC NVDA

Reuters2h agoneutral

The road to SpaceX's juggernaut IPO

May 20 (Reuters) - Elon Musk's SpaceX filed for its hotly anticipated U.S. initial public offering on Wednesday, taking space exploration from a speculative venture to a mainstream investment theme.

PYPL

MT Newswires2h agobullish

US Equity Indexes Jump Amid Sliding Treasury Yields, Crude Oil as Trump Says Iran Talks in Final Stages

US equity indexes jumped at the close on Wednesday as government bond yields sank amid a slide in cr

^DJI ^GSPC ^IXIC

Barrons.com2h agoneutral

Robinhood’s TradePMR Scores a Recruiting Win With a $3 Billion Wells Fargo Team

TradePMR, now a unit of Robinhood, provides technology and custodial support to approximately 400 registered investment advisory firms.

HOOD WFC

StockStory2h agoneutral

5 Must-Read Analyst Questions From Nextpower’s Q1 Earnings Call

Nextpower’s first quarter results were marked by a year-over-year revenue decline, yet the company exceeded Wall Street’s expectations on both top- and bottom-line metrics. The market responded positively, reflecting management’s emphasis on platform expansion and stronger product adoption. During the call, CEO Daniel S. Shugar attributed outperformance to robust bookings, record backlog, and a diversified global footprint, highlighting that “demand remains healthy and we continue to see strong

NXT

Insider Monkey2h agoneutral

Phibro Animal Health Corporation (PAHC) Price Target Cut to $44 by Citi Amid Sector Pressure

We recently compiled a list of the 8 Best Small Cap Pharma Stocks to Buy Right Now. Phibro Animal Health Corporation (NASDAQ:PAHC) is among the best small cap stocks to invest in. TheFly reported on May 13 that PAHC had its price objective reduced to $44 from $62 by Citi in a sector research update, with […]

Reuters Videos2h agobullishVIDEO

Emerging markets could soar this year, says CIO

<body><p>STORY: "If you look at earnings revisions in emerging markets, they're actually up 30%. So there is a lot of growth happening overseas that investors are not necessarily paying close attention to," says Isherwood, adding that based on previous trading patterns of the S&P 500 and Nasdaq as represented by the QQQ ETF, emerging markets could surge.</p></body>

QQQ ^GSPC

Insider Monkey2h agoneutral

Evercore ISI Lifts PT on Allegro MicroSystems (ALGM) Post Earnings

Allegro MicroSystems, Inc. (NASDAQ:ALGM) is one of the best semiconductor stocks with the highest upside potential right now. Evercore ISI lifted the price target on Allegro MicroSystems, Inc. (NASDAQ:ALGM) to $53 from $49 on May 8, maintaining an Outperform rating on the shares. The rating update came after Allegro MicroSystems, Inc. (NASDAQ:ALGM) announced financial results for […]

ALGM

Motley Fool2h agoneutral

Spyglass Capital Dumps $26 Million of Global-e Online Amid Stock's 24% Decline

Global-E Online enables cross-border e-commerce for retailers and brands, serving international merchants through its proprietary platform.

^GSPC

Insider Monkey2h agoneutral

TD Cowen Remains Bullish on Arm Holdings plc (ARM)

Arm Holdings plc (NASDAQ:ARM) is one of the best semiconductor stocks with the highest upside potential right now. TD Cowen lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $265 from $165 on May 7, reiterating a Buy rating on the shares and stating that the company’s AGI CPU growth narrative got a boost on […]

ARM

Barrons.com2h agoneutral

Nvidia Raises Dividend 2,400%. It No Longer Has the Lowest Yield in the S&P 500.

One theme of Nvidia's fiscal first-quarter results is capital return to shareholders. The company increased its quarterly payout to 25 cents from 1 cent. That's a 2,400% increase. Nvidia increased its dividend by 900% in mid-2024.

GOOG GOOGL ^GSPC

Insider Monkey2h agoneutral

Here’s What Analysts Are Saying About Monolithic Power Systems (MPWR)

Monolithic Power Systems, Inc. (NASDAQ:MPWR) is one of the best semiconductor stocks with the highest upside potential right now. Monolithic Power Systems, Inc. (NASDAQ:MPWR) received several rating updates following the release of financial results for Q1 ended March 31, 2026. On May 1, TD Cowen lifted the price target on Monolithic Power Systems, Inc. (NASDAQ:MPWR) to […]

MPWR

Insider Monkey2h agoneutral

Barclays Lifts PT on Astera Labs (ALAB), Cites Product Portfolio Rampup

Astera Labs, Inc. (NASDAQ:ALAB) is one of the best semiconductor stocks with the highest upside potential right now. Barclays lifted the price target on Astera Labs, Inc. (NASDAQ:ALAB) to $200 from $165 on May 7, maintaining an Equal Weight rating on the shares. The firm told investors in a research note that the company has several […]

ALAB

Insider Monkey2h agoneutral

Here’s What the Street Thinks About Microchip Technology Incorporated (MCHP)

Microchip Technology Incorporated (NASDAQ:MCHP) is one of the best semiconductor stocks with the highest upside potential right now. On May 11, Barclays lifted the price target on Microchip Technology Incorporated (NASDAQ:MCHP) to $105 from $80, keeping an Equal Weight rating on the shares. Microchip Technology Incorporated (NASDAQ:MCHP) also received a rating update from Raymond James […]

MCHP

Insider Monkey2h agoneutral

Why Credo Technology Group Holding Ltd (CRDO) is One of the Best Semiconductor Stocks With the Highest Upside Potential Right Now

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the best semiconductor stocks with the highest upside potential right now. Rothschild & Co Redburn initiated coverage of Credo Technology Group Holding Ltd (NASDAQ:CRDO) with a Buy rating on May 1, setting a price target of $206. The firm told investors in a research note that the […]

CRDO

Motley Fool2h agoneutral

Why Goldman Sachs Stock Popped on Wednesday

Goldman Sachs won a PR coup today -- and a bit of money, too.

GS INTC MS

Insider Monkey2h agoneutral

Is Taiwan Semiconductor Manufacturing (TSM) One of the Best Semiconductor Stocks With the Highest Upside Potential Right Now?

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best semiconductor stocks with the highest upside potential right now. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced on May 15 plans to execute the sale of up to 152.0 million common shares of Vanguard International Semiconductor Corporation, or around 8.1% of VIS’ fully-diluted paid-in-capital, through […]

TSM

Yahoo Finance Video2h agoneutralVIDEO

Nvidia exceeds Q1 estimates alongside strong revenue outlook

Nvidia (NVDA) released its first quarter results in Wednesday's after-hours session, outpacing adjusted earnings ($1.87 per share vs. Bloomberg estimates of $1.77) and revenue forecasts ($81.62 billion vs. estimates of $79.18 billion). Yahoo Finance Tech Editor Dan Howley analyzes the earnings print from the AI chip juggernaut, diving into Nvidia's second quarter guidance and its AI data center revenues.

CBRS NVDA

Barrons.com2h agobullish

Nvidia's Data Center Revenue Soars. It's Not Just From the 'Hyperscalers.'

Nvidia's first-quarter data center sales soared by 92% from last year to $75 billion, a new record. Nvidia also changed how it breaks up data center sales in its reporting. It's now showing how much of it comes from outside of the so-called "hyperscalers" of Amazon.com, Microsoft, Alphabet, and Meta Platforms.

AMZN GOOG GOOGL META MSFT

MT Newswires2h agobearish

Equity Markets Rebound Following Fed Minutes; Yields Tumble

US stocks rebounded Wednesday as traders parsed minutes of the Federal Reserve's latest monetary pol

CCL DAL NCLH TGT TJX UAL ^DJI ^GSPC+1

TechCrunch2h agoneutral

Microsoft’s carbon removal plans aren’t dead after all

Microsoft is responsible for over 90% of the carbon removal market, and reports suggested the company was pausing purchases entirely. This new deal should help assuage the fears of CDR startups.

MSFT