Today: 23 June 2026
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NASDAQ:NVDA 10 May 2026 - 14 May 2026

Nvidia closed Monday down 0.97% at $208.65, as large tech stocks weighed on the Nasdaq Composite, which fell 1.3%, while the S&P 500 dropped 0.4% and the Dow gained 0.3%. The VanEck Semiconductor ETF saw $6.93 billion in net inflows in a single day, accounting for 8.78% of its assets and about 32% of all U.S. technology sector fund inflows. Nvidia traded 0.5% lower in premarket after a 3% jump on Thursday, with the decline attributed to broader market factors like U.S.-Iran talks, lower Brent crude prices, and rising yields. AI stocks continued to rise, and SK Hynix surpassed Samsung as South Korea’s largest listed company, driven by memory chip demand. GE Vernova, Vertiv, and Eaton posted strong weekly gains, while Nvidia rose 2.7%. U.S. regulators gave regional grid operators 60 days to review rules for connecting large electricity users. Flex is set to join the S&P 500, closing at $147.61 after heavy trading. Last week, the S&P 500 gained 0.93%, Nasdaq 2.43%, and Dow 0.71%. Upcoming catalysts include May PCE inflation data and Micron’s earnings report. Trump’s financial disclosures revealed large transactions in Nvidia, Apple, and an S&P 500 index fund, and family holdings in Trump Media and American Bitcoin. Congressional filings showed significant stakes in major tech companies and recent options activity. Intel closed up 10.64% after Trump announced Apple would work with Intel on U.S. chip design and manufacturing, though Apple and Intel had not confirmed details.
Dow Jones Today: Dow Closes Back Above 50,000 as Cisco’s AI Rally Reshapes the Market After the Bell

Dow Jones Today: Dow Closes Back Above 50,000 as Cisco’s AI Rally Reshapes the Market After the Bell

The Dow Jones Industrial Average closed above 50,000, rising 329.85 points to 50,023.05, as Cisco surged 12.8% to a record after raising its forecast and announcing AI-driven job cuts. The S&P 500 and Nasdaq also advanced. Inflation and oil concerns limited expectations for Federal Reserve rate cuts despite strong economic data.
14 May 2026
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US Stock Market Live: Why Wall Street Is Hitting Records Even With Inflation Running Hot

US Stock Market Live: Why Wall Street Is Hitting Records Even With Inflation Running Hot

The S&P 500 and Nasdaq hit new intraday highs Thursday, led by gains in Nvidia and Cisco. April retail sales rose 0.5%, while jobless claims increased to 211,000. Cisco shares surged after raising its annual revenue forecast and reporting $5.3 billion in AI infrastructure orders. Rate-cut odds for June remained low, with market pricing near a 97% chance the Fed holds.
14 May 2026
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IREN Stock Rises as $2.6 Billion Debt Deal Tests Its Nvidia AI Ambitions

IREN Stock Rises as $2.6 Billion Debt Deal Tests Its Nvidia AI Ambitions

IREN Limited shares climbed 4.7% to $57.75 in New York after the company priced $2.6 billion in 1.00% convertible senior notes due 2033, up from a $2 billion plan. The offering, expected to close May 14, follows a $3.4 billion AI cloud services contract and a strategic partnership with Nvidia. IREN reported a $247.8 million net loss for the March quarter. JPMorgan raised its price target to $46 but maintained an Underweight rating.
14 May 2026
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Nvidia’s China H200 Chip Door Just Opened. The Money Still Isn’t Moving

Nvidia’s China H200 Chip Door Just Opened. The Money Still Isn’t Moving

The U.S. has approved Nvidia to sell H200 AI chips to about 10 Chinese firms, including Alibaba and Tencent, but no shipments have occurred as Chinese buyers hold back under Beijing’s guidance. Nvidia CEO Jensen Huang is in Beijing with President Trump’s delegation ahead of the company’s May 20 earnings report. Lenovo confirmed it is cleared to distribute the chips in China.
14 May 2026
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AI Stocks Today: Nvidia Leads Chip Rally as Hot Inflation Tests the Trade

AI Stocks Today: Nvidia Leads Chip Rally as Hot Inflation Tests the Trade

Nvidia climbed 2.7% to $226.81 in afternoon trading, pushing its market value above $5.5 trillion, as AI-linked stocks rallied despite a 1.4% jump in U.S. producer prices for April. The PHLX Semiconductor Index gained 2.8%, while prediction markets showed 98% odds against a June Fed rate cut. Nebius surged 19.7% after reporting $399 million in quarterly revenue and plans for a major AI facility in Pennsylvania.
13 May 2026
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Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia CEO Jensen Huang joined President Trump’s China delegation, fueling speculation about renewed U.S. chip sales to China and lifting Nasdaq 100 futures by 0.82% premarket. Micron shares jumped 6.2%. The market moved on potential policy shifts and inflation concerns. Polymarket and Kalshi data showed traders expect no Fed rate cuts in 2026, pressuring high-valuation AI stocks.
13 May 2026
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US Stock Market Today: Nasdaq Futures Bounce, but Hot CPI Keeps the Fed Risk Alive

US Stock Market Today: Nasdaq Futures Bounce, but Hot CPI Keeps the Fed Risk Alive

Nasdaq 100 futures rose 0.82% premarket as traders bought back into chip stocks ahead of Trump’s China visit, while Dow futures fell 0.3%. April CPI climbed 0.6% month over month, with energy accounting for over 40% of the increase. Oil hovered near $106 a barrel, fueling inflation concerns and reducing expectations for Fed rate cuts. Markets now see a higher chance of a December rate hike.
13 May 2026
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Ouster Stock Jumps as NVIDIA Tie-Up Tests the Line Between Real Demand and Rich Valuation

Ouster Stock Jumps as NVIDIA Tie-Up Tests the Line Between Real Demand and Rich Valuation

Ouster shares rose 6.1% to $28.75 in early premarket trading after its Rev8 lidar sensors qualified for NVIDIA’s DRIVE Hyperion autonomous-vehicle platform. The company reported first-quarter revenue of $49 million and a net loss of $17.5 million. Investors cited the NVIDIA qualification as a potential new channel, though no purchase order was announced.
13 May 2026
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Nvidia’s Record Run Hinges on China Access and a May 20 Earnings Test

Nvidia’s Record Run Hinges on China Access and a May 20 Earnings Test

Nvidia closed Tuesday at $220.78, near a record, after CEO Jensen Huang joined President Trump’s China trip, fueling speculation about renewed H200 AI-chip sales to Chinese buyers. The stock has surged 12% in five sessions, ahead of next week’s earnings. Wall Street raised price targets as investors watch for signs of a China policy shift before Nvidia’s results.
13 May 2026
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US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run

US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run

U.S. stocks fell Tuesday after April CPI rose 0.6%, with energy and shelter driving inflation above forecasts. The S&P 500 ETF dropped 0.7%, Nasdaq-tracking QQQ lost 1.2%, and small caps slid 1.8% by mid-morning. Treasury yields climbed, and prediction markets showed a high chance of no Fed rate cuts in 2026. Brent crude jumped 3.4% to $107.72 as Middle East tensions disrupted oil flows.
12 May 2026
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Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia shares climbed 1.2% to near $222 after a record close, as investors positioned ahead of May 20 earnings and focused on strong AI hardware demand from hyperscalers. CEO Jensen Huang was excluded from Trump’s China delegation, highlighting ongoing export risks, but the company’s outlook already assumes no China data center revenue. Nvidia guided first-quarter fiscal 2027 revenue to $78 billion, plus or minus 2%.
12 May 2026
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Corning Incorporated Stock Jumps After BofA Pick — Why Nvidia’s AI Fiber Deal Matters for GLW

Corning Incorporated Stock Jumps After BofA Pick — Why Nvidia’s AI Fiber Deal Matters for GLW

Corning shares surged 10.84% to $207.21 Monday after BofA added the company to its “U.S. 1 List,” following last week’s Nvidia partnership. Corning and Nvidia plan to expand U.S. optical connectivity manufacturing, with Nvidia investing over $500 million and additional factory funding. Corning expects to reach a $20 billion annualized sales run rate by end of 2026. First-quarter core sales rose 18% to $4.35 billion.
11 May 2026
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US Stock Market Today After Bell: S&P 500, Nasdaq Hit Fresh Records as Oil Shock Tests AI Rally

US Stock Market Today After Bell: S&P 500, Nasdaq Hit Fresh Records as Oil Shock Tests AI Rally

The S&P 500 closed at a record 7,426.44 and the Nasdaq at 26,256.13, driven by gains in chip and AI-related stocks. Brent crude settled at $104.21 a barrel, up 2.9%, after renewed U.S.-Iran tensions. The Dow slipped 2.54 points to 49,606.62. Investors await key inflation data this week as oil prices climb.
11 May 2026
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Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia shares rose 2% to $219.51 Monday, valuing the company at $5.38 trillion, as investors awaited first-quarter results due May 20. Stock-split speculation resurfaced after a recent article, though analysts said another split is not imminent. Nvidia and IREN last week announced AI infrastructure and cloud contracts worth a combined $5.5 billion. Alphabet is reportedly closing in on Nvidia’s market value.
11 May 2026
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IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Ltd. shares dropped 9.43% to $55.43 in U.S. premarket trading Monday after the company announced a proposed $2 billion convertible-note sale. The move follows last week’s Nvidia partnership, which gave Nvidia rights to buy up to 30 million IREN shares at $70 each. IREN’s latest quarter showed revenue falling to $144.8 million and a net loss widening to $247.8 million.
11 May 2026
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IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Limited signed a five-year, $3.4 billion cloud-services deal with Nvidia, which also secured rights to buy up to 30 million IREN shares at $70 each. IREN’s revenue fell to $144.8 million last quarter, with a net loss of $247.8 million, as it shifts from bitcoin mining to AI cloud services. The new contracts focus on IREN’s Texas data centers and follow recent acquisitions in cloud and data-center infrastructure.
10 May 2026
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Stock Market Today

  • Sensex slips 170 points as Nifty tops 24,000; Infosys shares fall 3%
    June 23, 2026, 12:02 AM EDT. The Indian Sensex index opened 170 points lower, reflecting early market caution. Despite this, the Nifty index surpassed the 24,000 mark, signaling mixed investor sentiment. Infosys, a key IT sector stock, declined by 3%, weighing on overall market performance. These movements suggest investors are balancing gains in broader indices with selective stock sell-offs, particularly in technology shares.

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Keel Shares Hit Record—What’s Next for the Stock

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23 June 2026
Keel Infrastructure Corp. surged 5.9% to a 52-week high as investors bet its power sites can be converted to AI data-center leases, with shares ending at $6.66 on heavy volume; the stock’s rally now hinges on permits, construction, and landing customer contracts, while upcoming Russell 3000 index inclusion and recent $458 million convertible note financing add both opportunity and dilution risk.
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