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Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos
Bloomberg81d agobullish
Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

Alibaba Unveils New AI Chip, Upgrades AI Model
The Wall Street Journal81d agobullish
Alibaba Unveils New AI Chip, Upgrades AI Model

Alibaba has unveiled a new artificial-intelligence chip as well as an update of its AI model, as the Chinese company aggressively pursues its AI ambitions on multiple fronts. Alibaba also released an update of its large language model, called Qwen3.7-Max, which is engineered for more advanced agent coding and complex reasoning. Alibaba’s management said in a recent earnings call that scaling up the deployment of its in-house chips represent “the highest value for money compute power,” which will improve Alibaba Cloud’s margins.

Credo Technology (CRDO) Soars 8% as Investors Gear Up for Earnings
Insider Monkey81d agobullish
Credo Technology (CRDO) Soars 8% as Investors Gear Up for Earnings

Credo Technology Group Holding Ltd. (NASDAQ:CRDO) is one of the 10 Stocks With Powerful Gains. Credo Technology snapped a five-day losing streak on Tuesday, surging 8.14 percent to close at $168.99 apiece, as investors resorted to bargain-hunting while repositioning portfolios ahead of the results of its earnings performance for the fourth quarter and fiscal year […]

Asia stocks slide on inflation fears as yields surge
AFP81d agobullish
Asia stocks slide on inflation fears as yields surge

Asian markets fell Wednesday as surging bond yields and stubborn inflation concerns knocked an investor confidence already shaken by US President Donald Trump's renewed threats of striking Iran.Across Asia, most major markets were in the red, with Tokyo leading losses as the Nikkei fell more than one percent in morning trade.

AT&T, T-Mobile and Verizon customers will get big network upgrade
TheStreet81d agobullish
AT&T, T-Mobile and Verizon customers will get big network upgrade

AT&T, T-Mobile, and Verizon have all seen elevated customer losses in recent months amid rising competition. In an effort to gain ground, the three carriers are joining forces to deliver a significant network upgrade for customers, a move that challenges a fast-growing competitor. In the ...

Keysight (KEYS) Beats Q2 Earnings Estimates
Zacks81d agobullish
Keysight (KEYS) Beats Q2 Earnings Estimates

Keysight (KEYS) delivered earnings and revenue surprises of +23.18% and -0.07%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com81d agobullish
Cava stock rises on earnings beat and raised guidance

Investing.com -- CAVA Group Inc (NYSE:CAVA) reported first quarter results that exceeded analyst expectations, driving shares up over 6% in after-hours trading Tuesday as the Mediterranean fast-casual chain raised its full-year outlook.

Analog Devices to buy Empower Semiconductor for $1.5 billion to boost AI power portfolio
Reuters81d agobullish
Analog Devices to buy Empower Semiconductor for $1.5 billion to boost AI power portfolio

U.S. chipmaker Analog Devices said on Tuesday it would ‌acquire Empower Semiconductor for about $1.5 billion ‌in cash, expanding its AI-focused power management portfolio. The companies ​said the deal will help advance power delivery for AI and other compute-intensive applications, for which power bottlenecks can be ‌limiting. • Empower CEO Tim Phillips said the company was founded to ⁠solve "the hardest problem in AI power delivery," which is the power bottleneck that ​curbs AI ​throughput.

Lockheed Martin wins another massive military deal
TheStreet81d agobullish
Lockheed Martin wins another massive military deal

Back in late April, Apr 25, 2026, I wrote about Lockheed Martin CEO Jim Taiclet calling the current defense environment a "golden opportunity." These are two words that don't often come up in earnings calls, and two words that were starting to be backed up by serious contract momentum. The ...

Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear
24/7 Wall St.81d agobullish
Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Shopify (NASDAQ: SHOP) and Amazon (NASDAQ: AMZN) just reported earnings that frame two opposite philosophies in commerce. Shopify arms independent merchants with payments, software, and AI tools. Amazon owns the marketplace, the warehouses, the ad network, and increasingly, the chips powering generative AI. Both quarters were strong. The question is which model converts that strength ... Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Why I’ll Be Watching What Nvidia Spent on Buybacks
The Wall Street Journal82d agobullish
Why I’ll Be Watching What Nvidia Spent on Buybacks

At the end of last week, more than 90% of S&P 500 companies had filed their latest quarterly results. Buybacks were down 1% from a year earlier, according to data compiled by S&P Global Market Intelligence.

Home Depot tops first quarter earnings estimates on steady demand trends
Proactive82d agobullish
Home Depot tops first quarter earnings estimates on steady demand trends

Home Depot Inc (NYSE:HD, XETRA:HDI) reported first quarter fiscal 2026 results that topped Wall Street expectations for both earnings and revenue, while posting modest comparable sales growth. The home improvement retailer’s adjusted earnings per share (EPS) came in at $3.43, ahead of analyst...

Anthropic Sends Jolt Through Market for Buying Shares in Hot Pre-IPO Startups
Bloomberg82d agobullish
Anthropic Sends Jolt Through Market for Buying Shares in Hot Pre-IPO Startups

(Bloomberg) -- In the moments after Anthropic expanded a ban on popular ways to buy its shares, investor chatrooms around the world lit up. “Are we screwed?” one person wrote in a WhatsApp chat for family offices with several hundred members. Similar questions reverberated more publicly across X, Reddit and Chinese-language social media, as investors worried whether their shares in the artificial intelligence developer — one of the most coveted private companies — had suddenly become worthless.D