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The AI chipmaker's outlook for the quarter ahead, its Vera Rubin transition, and any fresh China commentary could matter more than the headline numbers.

By Stella Qiu SYDNEY, May 20 (Reuters) - Asian stocks extended a losing streak on Wednesday as war-driven inflation fears hammered bonds, while investors awaited earnings from Nvidia to see whether

Elon Musk wants to take SpaceX public -- and he's asking investors to believe the rocket and AI company is worth almost $1.75 trillion. Musk is asking investors to value the company at nearly 100 times that. 

Asking for a Trend host Josh Lipton gets investors ready for the busy trading day ahead on May 20, breaking down the key earnings reports to watch — including Nvidia (NVDA), TJ Maxx (TJX), Lowe’s (LOW), and Target (TGT) — along with the release of the Fed’s April FOMC meeting minutes.

Investors are bracing for Nvidia earnings for a steer on the outlook for the AI trade.

Investors are bracing for Nvidia earnings, as strong results could offer relief from inflation worries.

Investors are bracing for Nvidia earnings, as strong results could offer relief from inflation worries.

Investors are bracing for Nvidia earnings, as strong results could offer relief from inflation worries.

Stocks wavered as Wall Street awaited Nvidia earnings, hoping strong results could offer some relief from ongoing inflation concerns.

Stocks wavered as Wall Street awaited Nvidia earnings, hoping strong results could offer some relief from ongoing inflation concerns.

After a huge rally earlier this month, Poet has been getting hit with big pullbacks.

Recent presidents have stayed away from trading stocks in companies whose fortunes they could lift or scuttle with the stroke of a pen, but Donald Trump smashed that precedent in the first quarter of this year with more than 3,600 buy and sell orders, many of them involving companies whose profits have been directly impacted by his decisions as head of the government. Among the Trump trades in a recent report filed with a federal ethics agency was as much as $6 million in Nvidia, whose advanced chips Trump approved for sale to China last year. “If he were defense secretary, he would be committing a crime,” said Richard Painter, the chief White House ethics adviser in the George W. Bush administration and a big critic of congressional trading, too.

Cisco and Lumentum delivered better-than-expected earnings results this quarter, and their valuations reflect Wall Street’s optimism.

Moby summary of Eltek Ltd.'s Q1 2026 earnings call

Moby summary of Amer Sports, Inc.'s Q1 2026 earnings call

(Bloomberg) -- Investors are starting to hedge the risk of a drop in the Russell 2000 Index of smaller companies, despite investors remaining bullish on large-cap stocks.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapIt’s a

Dell stock received two price-target hikes after the company detailed its strategy to capitalize on the AI megatrend.

Moby summary of RADCOM Ltd.'s Q1 2026 earnings call

By Ragini Mathur and Utkarsh Hathi May 19 (Reuters) - U.S. indexes were on track to extend declines and open lower on Tuesday, weighed by a drop in chip stocks and persistent inflation worries despite

The artificial intelligence (AI) tech leader has beaten the Wall Street consensus earnings estimate in 21 of the past 23 quarters.

Investing.com -- Bank of America maintained a Buy rating and $320 price target on Nvidia ahead of the chipmaker’s fiscal first-quarter results due after the close on Wednesday, identifying five key debates likely to dominate investor focus beyond the headline beat-and-raise dynamics the firm expects.

Inflation may be making life harder, but you still have options.

The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surfaced more than once. Yet the benchmark S&P 500 has still surged roughly 23.5% since Inauguration Day. That kind of resilience usually feels bullish. ... The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors

Two of the more credible voices in the Elon Musk orbit are openly speculating that Tesla (NASDAQ: TSLA) and the privately held SpaceX could combine within the next decade. Deepwater Asset Management’s Gene Munster put the odds at over 50% within five to ten years, framing the combined entity as a potential “sovereign AI company” ... The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips ‌can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their ‌own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is ​much larger, but also more contested.

Yahoo Finance's AlphaSpace is here, and it's a game-changer for the average investor.

Yahoo Finance's AlphaSpace is here, and it's a game-changer for the average investor.

The chips appear to be stacked against Jerome Powell's successor in the early going.

The stock has tanked, but the upside now looks good.

Before he entered the White House, President Trump was a real-estate developer and speculator. Lately, his fortune has been wagered on some Big Tech stocks. Money managers for the president made more than 3,700 trades in the first quarter, including million-dollar purchases of Nvidia, Dell and other Big Tech stocks.