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Nvidia is scheduled to report earnings for its first quarter of fiscal 2027 on May 20.

Net profit for January-March for Nvidia's ​biggest server maker and Apple's top iPhone assembler was T$49.92 billion ($1.58 billion), versus a LSEG consensus estimate of T$48.88 billion. In an earnings release, it stuck to its previous forecast of "strong" growth for revenue this year ‌and said it also ⁠saw strong demand for AI servers. Foxconn, formally called Hon Hai Precision ⁠Industry, in April reported a 30% on-year jump in first-quarter revenue.

May 14 (Reuters) - The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the

AEye Inc (LIDR) reports a 60% revenue increase, expands customer base, but faces challenges with net loss and cash burn.

Cerebras reportedly rejected a preliminary acquisition approach weeks before its expected IPO pricing.

The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.

By Max A.

The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.

Cerebras’s IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.

AI heavyweight Nvidia (NVDA) will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.

Tech stocks ripped higher on Wednesday despite a sharply hotter-than-expected April Producer Price Index reading that rekindled inflation anxieties and rate-hike fears, as strength in semiconductors fueled investor sentiment. Nvidia Corp. (NASDAQ:NVDA) rallied for the sixth straight session to above $226 per share, with the company’s market cap soaring above $5.5 trillion ahead of next week’s highly awaited earnings report. Speaking via Truth Social shortly before landing in Beijing, Trump told

Nebius stock soars after quarterly results.

Nvidia and other chip stocks tied to the artificial intelligence megatrend received positive analyst reports on Wednesday.

Nebius Group on Wednesday reported higher-than-expected first-quarter capital spending, driven by investments tied to the ‌procurement of graphics processing units and data center ‌hardware for its core AI cloud business. The company has grabbed a slice of ​the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers. However, analysts have flagged Nebius' heavy capital spending as a major concern as the company aggressively ‌expands its global data ⁠center footprint, putting pressure on margins despite strong revenue growth.

A stunning run-up in shares of semiconductor companies has helped drive the U.S. stock rally, but the eye-popping gains are sparking concerns about an overheated market and prompting some investors to prepare for a pullback. The latest wave of artificial-intelligence market enthusiasm is buoying semiconductors broadly, after bellwether Nvidia symbolized the AI trade ‌over most of the bull stock market that began in late 2022. "It's sort of a perfect mix - there is enough of a fundamental story, and then the technical story is also quite strong," said Steve ​Edwards, senior investment strategist at Morgan Stanley Wealth Management.

Cerebras' IPO is expected to happen on Thursday, May 14.

Quantum Computing stock soared on better than expected revenue.

The Trump-era rally is alive, well, and could bring markets to more elevated heights as we move through the summer months. Undoubtedly, not everyone is bullish on stocks at fresh highs, especially since the war with Iran could drag on for some weeks or even months longer. As a potential inflation wave clashes with an ... The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued

Stock Market Today: Futures were down while oil prices rose on Iran tensions. Intel, Lumentum, Moderna, Circle Internet are winners..

The tech sector helped US stocks cruise to all-time highs last week, as the artificial intelligence boom broadened.

The stock market keeps climbing walls investors barely seem to notice anymore. The S&P 500 just hit another all-time high, extending a rally that has added nearly 50% since the tariff-driven panic low in April 2025. President Donald Trump’s tax cuts, deregulation push, and pro-business policies embedded in the One Big Beautiful Bill Act have ... The S&P 500 Just Did Something It’s Only Done 3 Times Before. Why Trump’s AI Rally Is in Danger

(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of

The credit card giant is still an evergreen investment.

Micron's AI memory rally is still running hot.

Micron's AI memory rally is still running hot.

Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.

A new five-year AI cloud agreement with NVIDIA positions IREN to scale beyond infrastructure hosting into managed GPU cloud services for enterprise AI workloads. Key Investor TakeawaysThe $3.

The key to stock market-beating returns for Putnam U.S. Research Fund is "research, research, research."

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump

Bitcoin miner IREN continues its shift to AI infrastructure with a new strategic partnership with Nvidia. IREN stock rallies.