NVDA and Micron Drive Majority of S&P Tech Earnings Growth
According to Lebenthal, NVIDIA (NVDA) and Micron are responsible for nearly all of the earnings growth observed in the S&P technology sector.
130 stories found
According to Lebenthal, NVIDIA (NVDA) and Micron are responsible for nearly all of the earnings growth observed in the S&P technology sector.
An article evaluates whether NVIDIA (NVDA) continues to be the top AI stock for investors to consider buying in 2026.
Financial analysis indicates that Nvidia (NVDA) stock still appears undervalued, with shorting out-of-the-money put options identified as an attractive investment strategy.
Nvidia is reportedly losing market share in China, leading to a decline in sales and raising concerns about its stock performance amidst the competitive landscape.
Billionaire investor Ray Dalio has reportedly disclosed significant buying activity in NVIDIA Corporation (NVDA) shares.
Nvidia stock has reportedly achieved a significant milestone for the first time in a decade, leading to speculation about whether this presents a lifetime buying opportunity for investors.
Reflection AI, a startup supported by NVIDIA, is reportedly seeking to raise $2.5 billion in funding, signaling significant investor interest in its artificial intelligence ventures.
Nvidia is reportedly increasing its focus on the energy industry through a collaboration with SLB, prompting discussions on whether this strategic move strengthens the investment case for NVDA stock.
An analysis questions whether NVIDIA (NVDA) remains the top AI stock in Jim Cramer's 2026 portfolio, prompting discussion on its future performance.
Tigress Financial has increased its price target for NVIDIA (NVDA), citing the company's robust growth driven by demand for its AI technologies.
Seeking Alpha analysts have issued a series of upgrades and downgrades for several stocks, including NVDA, OKLO, KNOP, and WULF.
Lawmakers are reportedly focusing on a potential deal between Nvidia and Groq, raising questions about its implications for NVDA stock and market dynamics.
An analysis explores whether NVIDIA Corporation (NVDA) presents a favorable stock investment opportunity for current buyers.
New Street Research has included NVIDIA (NVDA) on its 'Best Ideas List' for 2026, signaling strong confidence in the company's future performance and investment potential.
TD Cowen has reiterated its 'Buy' rating for NVIDIA (NVDA) stock, affirming its positive stance on the company.
The YieldMax Bitcoin Option Income Strategy ETF has declared a dividend of $0.3751 per share.
An article presents the Iron Condor screener results for March 18, featuring stocks such as GOOGL and NVDA, relevant for options traders.
Nvidia and Palantir have announced a partnership focused on sovereign AI initiatives, leading to speculation about Nvidia's stock performance and investment potential.
NVIDIA Corporation (NVDA) is reportedly strengthening its artificial intelligence supply chain, navigating potential policy risks that could impact its global operations and market position.
NVIDIA has announced a multi-year partnership with Thinking Machines Lab, signaling a collaboration in an unspecified area, likely related to AI or computing.

G7 leaders have announced the record release of 400 million barrels of oil in response to the war in the Middle East. This represents about twenty days worth of usual oil traffic through the Strait of Hormuz, currently through dangerous to go through due to the threat of Iranian strikes. This initiative aims 'to calm markets down', as FRANCE 24's Philip Turle explains.
Nvidia is reportedly shifting its investment strategy towards AI companies like OpenAI and Anthropic, suggesting a focus on advanced AI development.
Wedbush Securities has increased its price target for Nvidia (NVDA) stock to $300, indicating a bullish outlook for the semiconductor company.
A new prediction suggests that Nvidia's market capitalization could exceed the combined value of Alphabet, Apple, Amazon, Tesla, Meta, and Microsoft by 2030.
Nvidia is reportedly redefining its market position by pre-buying advanced optics capacity, a move that could strengthen its competitive moat in the technology sector.
The REX NVDA Growth & Income ETF has declared a dividend of $0.4242 per share.
The YieldMax NVDA Performance & Distribution Target 25 ETF has declared a dividend of $0.2267.
NVIDIA (NVDA) announced a 65% revenue growth in fiscal 2026 and projects $78 billion for the upcoming quarter.
What’s The Next Multi-Billion Dollar Catalyst For NVDA Stock? Forbes
Investors are advised to keep an eye on four specific stocks—Nvidia (NVDA), Netflix (NFLX), Lowe's (LOW), and PayPal (PYPL)—on Wednesday.
Financial commentator Jim Cramer has offered his insights and opinions on a range of companies including DoorDash, Klarna, NVIDIA, Meta, Amazon, Caterpillar, Sandisk, General Mills, Walmart, and Costco.
Major tech companies Amazon, Microsoft, Nvidia, and SoftBank are reportedly experiencing a collective financial impact of $100 billion.
Nvidia's options are currently priced to reflect a perfect earnings outlook, with upcoming earnings reports expected to impact the S&P 500.
An analyst suggests that the current rotation out of technology stocks is a healthy market adjustment, despite fluctuations in AI sentiment.
Jim Cramer offered his insights on several companies, including Broadcom, NVIDIA, Crowdstrike, GE Vernova, Salesforce, Gartner, and Advanced Micro Devices, often linking them to broader market trends or specific industry developments.
The article identifies three specific dividend stocks recommended for long-term holding over the next two decades.
Analysts and financial experts offer advice on navigating the stock market, including recommendations for dividend stocks, high-performing companies, and long-term investment opportunities.
Nvidia has entered into a deal with competitor Marvell, a move that analysts suggest will further strengthen Nvidia's own ecosystem.
A five-star analyst has increased their forecast for Nvidia stock, anticipating that demand for its Hopper and Blackwell AI chips will likely exceed supply.
Nvidia Corporation is expanding its focus to encompass every layer of the AI factory ecosystem with the introduction of its new NVIDIA Physical AI Data Factory Blueprint.
Micron Technology is increasing its production efforts to support NVIDIA's upcoming next-generation Vera Rubin systems, signaling a key collaboration in advanced computing hardware.
D. E. Shaw has reportedly reduced its stake in NVIDIA Corporation (NVDA), a move that could signal a shift in investment strategy.
Nvidia stock is trading at parity with the S&P 500, prompting discussions among investors about whether to buy the dip, with some analysts like Oppenheimer betting on it alongside other tech stocks, while Cathie Wood has been selling her shares.
NVIDIA Corporation has announced a deal to supply its Graphics Processing Units (GPUs) to Amazon Web Services (AWS), enhancing AWS's cloud computing capabilities.
Following the GTC conference, analysts have adjusted their price targets for Nvidia (NVDA) stock upwards, reflecting positive sentiment and new developments.
Direxion Daily TSM Bull 2X Shares (TSML) has announced a quarterly distribution of $0.2398 per share.
Nvidia has reportedly signed a deal to sell one million chips to Amazon, prompting discussions on whether Nvidia or Amazon is a better investment among the Magnificent 7 stocks.
NVIDIA Corporation is at the forefront of shaping the future of computing, leveraging its advanced technologies to drive innovation across various industries.
Nvidia Corp (NVDA) is now focusing on expanding its customer base in China following the approval of its H200 license.
Elon Musk has stated his strong admiration for Nvidia CEO Jensen Huang and confirmed that his companies intend to continue purchasing Nvidia chips, prompting market speculation on NVDA stock.
Nvidia is reportedly looking into the ambitious project of establishing data centers in space to support advanced AI operations, raising questions about the potential impact on its stock value.
Nvidia (NVDA) and Nebius (NBIS) have partnered to scale a full-stack AI cloud with a significant $2 billion investment.
NVIDIA Corporation (NVDA) has delivered significant returns, becoming more than a 10-bagger for Baron Opportunity Fund, highlighting its strong performance and growth in the market.
Demand for Nvidia's GPUs is surging, leading to optimistic projections for NVDA stock growth into 2026, driven by the expanding AI market.
Emerald Growth Equity Strategy has reportedly increased its stake in Nvidia (NVDA), indicating a strategic investment move by the equity firm.
Several stocks, including NBIS, NVDA, BABA, and ADBE, are highlighted as key companies to monitor for trading activity on Monday.
The United States is reportedly considering implementing a new rule that would require permits for NVIDIA's global sales of AI chips, indicating a potential tightening of export controls.

Oracle announced an earnings beat for its third quarter, driven by a 44% jump in cloud revenue, leading to a rally in its shares and a positive long-term revenue forecast.
NVIDIA Corporation is reportedly investing $2 billion in optical component manufacturers Lumentum and Coherent, according to a Wall Street Journal report.
Tetragon Financial has declared a dividend of $0.12, providing an update on its shareholder returns.
NVIDIA Corporation is positioned to drive the next generation of cloud and high-performance computing advancements.
An article delves into what is being called 'the great Nvidia stock mystery,' examining the factors influencing the company's stock performance.
An analysis suggests that Nvidia's strong free cash flow margins could lead to a significant 45% increase in its stock value.

Futures Flat Despite Blowout Nvidia Earnings US equity futures managed to erase overnight losses and were trading flat after Nvidia and Salesforce failed to assuage fears about an overheated AI economy while traders awaited color from today's round of US / Iran talks. As of 8:00am S&P futures were unchanged and nasdaq futures were down 0.1%, with NVDA up 1% premarket but well off overnight highs after its earnings report and guidance smashed expectations while CEO Jensen Huang t...
Nvidia announced strong earnings, with its stock briefly reaching $200 before a slight pullback, as detailed in its Q4 2026 earnings call transcript.
Nvidia Corp.’s earnings report on Wednesday afternoon comes at a critical time for the US stock market with investors increasingly nervous about the outlook for artificial intelligence.
Both the REX NVDA Growth & Income ETF and the YieldMax NVDA Performance & Distribution Target 25 ETF have declared dividends, with payouts of $0.2407 and $0.2395 respectively.
This article discusses the potential impact of Nvidia's strong earnings on the broader AI stock market, specifically addressing the 'AI Ghost Trade' and offering investment insights into NVDA stock.
NVIDIA Corporation is set to provide its standalone Grace CPUs as part of a major data center rollout, marking a significant development in its data center offerings.
Quant ratings provide insights into Appaloosa Management's key holdings, including Alibaba, Google, and Nvidia.
Several YieldMax ETFs, including those tracking NFLX, NVDA, Innovation, PLTR, and PYPL, have declared their latest dividends.
The Nasdaq has fallen to a 12-week low, with specific sectors and stocks experiencing significant declines in the ongoing tech selloff. NVIDIA is trading significantly below analyst targets after a recent drop.
The chip stock market is experiencing mixed results, with AMAT and TSMC seeing gains while NVDA and Intel face a retreat.
Following threats from Iran against Nvidia, investors are questioning whether to sell NVDA stock, highlighting geopolitical risks to tech companies.
Billionaire investor Steve Cohen has reportedly placed a long-term bet on NVIDIA Corporation (NVDA) stock, indicating confidence in the company's future performance.
The Roundhill COST WeeklyPay ETF has declared a weekly distribution of $0.2565 to its shareholders.
Wolfe Research has reiterated its "Buy" rating for Nvidia (NVDA), signaling continued confidence in the technology company's stock performance.
NVIDIA Corporation is anticipating a 50% revenue boost driven by its new Rubin Ultra AI capabilities and next-generation Vera Rubin systems. Micron Technology is simultaneously ramping up production efforts to support these upcoming NVIDIA systems, signaling a key collaboration in advanced computing hardware.
NVIDIA Corporation (NVDA) is strategically positioned to gain as customers ramp up their expenditures on AI hardware, signaling a strong growth outlook for the company.
The YieldMax AI & Tech Portfolio Option Income ETF has announced a weekly distribution of $0.2700 to its shareholders.
Several stocks, including NVIDIA, Tesla, Intuitive Surgical, Deere, and Rockwell Automation, saw price changes following specific comments and recommendations from financial personality Jim Cramer, while others like Symbotic, UiPath, Ambarella, and SoundHound AI reacted negatively to his caution or criticism.
The YieldMax Gold Miners Option Income Strategy ETF has announced a weekly distribution of $0.1295 to its shareholders.
Analysts are expressing bullish sentiment towards leading technology stocks, specifically highlighting Affirm Holdings (AFRM) and Nvidia (NVDA).
Raymond James has increased its price target for NVIDIA (NVDA) stock, signaling a positive outlook for the technology company.
NVIDIA's stock experienced a rebound on Monday, influenced by new energy partnerships, including one with Emeral AI to develop grid-flexible AI data centers, and advancements in its BioNeMo platform.

Nvidia (NVDA.O) has won Beijing’s approval to sell its second-most powerful artificial intelligence chips to China and is also preparing a version of the Groq AI chip that can be sold to the…
The NVIDIA (NVDA) Yield Shares Purpose ETF - ETF Units has announced a dividend declaration of CAD 0.75 for its shareholders.
Investors are showing bullish sentiment towards Nvidia (NVDA) as evidenced by significant and unusual trading activity in its put options.
NVIDIA Corporation is reportedly reorienting its metaverse strategy to concentrate on the industrial metaverse sector.
Analysts are offering their perspectives and insights on several technology companies, including Navan, Inc. Class A, Bandwidth, and Nvidia.
Bank of America analysts have underscored NVIDIA's (NVDA) dominant position in the AI chip market, citing the company's strong leadership, robust product pipeline, and an expanded AI leadership with a $1 trillion sales outlook.
Nvidia has launched its Nemotron 3 AI model, prompting discussions among investors and analysts regarding whether to buy, sell, or hold NVDA stock in light of this development.
Wells Fargo has provided an outlook on Nvidia's stock price, while investors express worry about the company's stock levels, particularly concerning a potential 'B Word' scenario.
Bernstein has released its analysis and perspective on Nvidia (NVDA), offering insights into the company's performance and outlook.
NVIDIA Corporation has reportedly halted the production of its H200 chips destined for China, according to a Reuters report.
Baird has increased its price target for Nvidia (NVDA), signaling confidence in the company's future performance.
The YieldMax RDDT Option Income Strategy ETF has announced a dividend of $0.3354.
The GraniteShares Autocallable NVDA ETF has declared a dividend of $0.3524.
Two articles discuss the investment potential of Nvidia (NVDA), with one labeling it the 'Bull of the Day' and another questioning if it's a 'No-Brainer Buy Right Now'.
A Yahoo Finance article provides a forecast for Nvidia's stock, suggesting it could rise to $300 by 2026.
Jim Cramer offers his opinions and analysis on various companies including Imax, J. M. Smucker, Workday, ServiceNow, Salesforce, NVIDIA, Caterpillar, and Crowdstrike, discussing their performance and market outlook.
Seeking Alpha analysts have issued upgrades and downgrades for several prominent stocks, including Nvidia (NVDA), Nike (NKE), Super Micro Computer (SMCI), and Novo Nordisk (NVO).
The YieldMax™ NVDA Option Income Strategy ETF has declared a dividend of $0.1151.
Nvidia has launched new AI laptop chips, leading to discussions about whether to invest in NVDA stock and which AI stocks might outperform it in the future.
Jim Cramer states that NVIDIA (NVDA) invented its own category, highlighting the company's innovative role in the tech industry.
Several prominent companies, including NVDA, CRM, HD, BIDU, LOW, DELL, SNOW, AMC, ZM, and others, are scheduled to release their earnings reports in the coming week.
Nvidia has entered into a multiyear partnership with Meta Platforms to supply millions of Blackwell and Rubin AI chips.
Quant ratings highlight Coatue Management's significant holdings in major tech and semiconductor companies such as TSMC, Microsoft, Meta, and Amazon.
Another potential Amazon venture could be found in Seattle.
YieldMax TSLA Performance & Distribution Target 25 ETF, YieldMax NVDA Performance & Distribution Target 25 ETF, and YieldMax MSTR Performance & Distribution Tg 25 ETF have all declared their respective dividends.
This cluster includes news on analyst ratings, significant investment filings, regulatory compliance, proposed rights issues, and new business orders for individual companies.