Today: 13 May 2026
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NASDAQ:NVDA 27 April 2026 - 6 May 2026

Nvidia Stock’s AI Lead Just Got a Harder Test as AMD Surges and Alphabet Closes In

Nvidia Stock’s AI Lead Just Got a Harder Test as AMD Surges and Alphabet Closes In

Nvidia shares have dropped 9% over six sessions since an April 27 record, while the Philadelphia semiconductor index gained more than 5%. AMD surged nearly 18% in premarket trading after forecasting strong data-center chip demand and beating revenue expectations. Nvidia rose just 0.44%. Alphabet is nearing Nvidia’s market value, with both companies close to $4.8 trillion.
6 May 2026
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U.S. Stock Futures Today: Nasdaq Leads as AMD’s AI Beat and Iran Deal Hopes Put Records Back in Play

U.S. Stock Futures Today: Nasdaq Leads as AMD’s AI Beat and Iran Deal Hopes Put Records Back in Play

Nasdaq 100 futures rose 0.69% early Wednesday, boosted by AMD’s strong forecast and easing oil prices amid hopes for a U.S.-Iran deal. AMD reported Q1 revenue up 38% to $10.3 billion and projected Q2 revenue of about $11.2 billion. Super Micro Computer shares jumped 18% after raising its outlook. Brent crude fell 1.5% to $108.18 a barrel.
6 May 2026
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Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

Eaton will report first-quarter results before the NYSE opens Tuesday, following its Boyd Thermal acquisition and push into AI data-center power systems. Shares closed Friday at $425.55, down 1.72%, with a market value near $166 billion. Wall Street expects adjusted earnings of $2.75 per share for the March quarter. Investors are watching for signs that AI data-center demand is driving orders and profit.
4 May 2026
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Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Asian suppliers now make up about 90% of Nvidia’s production costs, up from 65% last year, according to Bloomberg data. Shares of companies linked to Nvidia, including LG Electronics and Nanya Technology, rose last week after reports of new partnerships. Nvidia last traded at $198.45, down 0.6%, with U.S. markets closed Sunday. Samsung reported a surge in chip income and warned of possible supply shortages as AI demand grows.
3 May 2026
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Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
2 May 2026
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NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

Nvidia was among seven AI firms approved by the Pentagon to deploy advanced AI on classified U.S. military networks, alongside Google, Microsoft, and Amazon Web Services. The Pentagon said its GenAI.mil platform has seen use by over 1.3 million personnel in five months. Nvidia shares traded at $199.57 in early New York trading. The company also secured $23 million in tax incentives from Irving, Texas.
1 May 2026
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Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Marvell Technology shares rose about 3% Thursday after Big Tech firms signaled AI spending would exceed $700 billion this year. Nvidia slipped 1.6% but announced a $2 billion investment in Marvell and a partnership on AI infrastructure. Marvell reported record fiscal 2026 revenue of $8.2 billion, while Nvidia posted $215.9 billion for the year. Google is in talks with Marvell to develop two new AI chips.
30 April 2026
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Is the AI Stock Rally Over? 3 Warning Signs Investors Should Watch This Week

Is the AI Stock Rally Over? 3 Warning Signs Investors Should Watch This Week

Meta Platforms shares fell nearly 10% and Microsoft dropped over 3% Thursday as investors reacted to rising AI costs and capital spending, despite strong earnings. Alphabet gained almost 6% after Google Cloud posted its best growth quarter. Nvidia and other chip stocks also traded lower. Meta raised its 2026 capex forecast and is considering a major bond sale to fund AI infrastructure.
30 April 2026
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AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

Alphabet shares jumped over 3% in after-hours trading Wednesday as Google Cloud revenue surged 63% to $20 billion. Meta, Amazon, and Microsoft fell, with Meta dropping more than 6% after raising its 2026 capital spending forecast for AI infrastructure. Amazon’s AWS revenue beat estimates but shares slipped. The four companies are expected to spend over $600 billion on AI infrastructure this year.
29 April 2026
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AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI-related stocks fell Tuesday after a report on OpenAI’s missed targets hit Oracle, CoreWeave, and chipmakers. Nvidia, AMD, and Broadcom dropped between 1.6% and 4.4%, while CoreWeave slid 5.8%. Alphabet, Microsoft, Meta, and Amazon are set to report earnings Wednesday, with about $600 billion in AI spending under scrutiny. Investors are watching for direct revenue tied to chips, cloud, and custom silicon.
29 April 2026
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US Stock Market Today After Hours: Nasdaq Hit by AI Worries as Visa, Starbucks and Chip Stocks Jump

US Stock Market Today After Hours: Nasdaq Hit by AI Worries as Visa, Starbucks and Chip Stocks Jump

U.S. stocks fell Tuesday, with the Nasdaq down 0.9% as AI and chip shares sold off ahead of major tech earnings. Oracle dropped 4.1%, Nvidia and AMD lost over 1.6%, and CoreWeave slid 5.8%. After hours, Visa and Starbucks rose on strong results and forecasts. Oil prices climbed, and traders watched the Federal Reserve’s rate decision.
29 April 2026
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OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

Oracle shares fell 4% and CoreWeave dropped 5.9% Tuesday after a Wall Street Journal report said OpenAI missed recent revenue and user targets. Nvidia, AMD, and Arm Holdings also declined, with the iShares Semiconductor ETF down 3.7%. OpenAI denied internal divisions and said its AI coding product Codex reached 4 million users. Oracle’s credit default swaps hit a two-week high amid concern over its $300 billion cloud deal with OpenAI.
29 April 2026
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Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Nvidia, AMD, and Broadcom shares fell Tuesday after a Wall Street Journal report said OpenAI missed internal user and revenue targets, raising concerns about future AI spending. Nvidia dropped 0.9%, AMD lost 2.5%, and Broadcom slid 4.1% by mid-afternoon. OpenAI disputed claims of internal disagreement over spending. The selloff came ahead of major tech earnings reports.
28 April 2026
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US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

The Nasdaq fell 1.44% by midday Tuesday, underperforming the S&P 500 and Dow, after a Wall Street Journal report said OpenAI missed internal targets. Nvidia, AMD, and Oracle dropped sharply as investors questioned AI spending. Brent crude rose above $110 a barrel amid Middle East tensions. The S&P 500 information technology sector lost 2.2%.
28 April 2026
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Dow Jones Today: Why The Dow Is Holding Up While Nasdaq Sinks On AI Worries

Dow Jones Today: Why The Dow Is Holding Up While Nasdaq Sinks On AI Worries

The Dow rose 100.62 points to 49,268.41 on Tuesday, lifted by gains in Coca-Cola and Johnson & Johnson, while the S&P 500 fell 0.64% and the Nasdaq dropped 1.24% as investors sold AI-linked shares. Coca-Cola reported Q1 net revenue up 12% and raised its full-year earnings forecast. Nvidia, AMD, and Arm all declined sharply. Brent crude hovered near $111 amid U.S.-Iran tensions and OPEC uncertainty.
28 April 2026
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Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia shares fell 1.8% to $212.78 Tuesday after a Wall Street Journal report raised doubts about OpenAI’s user growth and future spending. The selloff hit other AI-linked stocks, including Oracle, AMD, and Broadcom. OpenAI disputed the report, calling it “clickbait.” Analysts were divided on whether the decline signaled real demand issues or was a routine correction.
28 April 2026
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US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

Nasdaq 100 futures fell 0.7% and S&P 500 futures dropped 0.3% early Tuesday, pressured by rising oil prices and renewed concerns over AI stocks. Brent crude climbed to $111.20 a barrel after U.S. officials rejected Iran’s proposal on its nuclear program. Oracle fell 4.6% pre-market after reports OpenAI missed internal targets. UPS dropped 3% after reporting a 28% profit decline.
28 April 2026
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Best AI Stocks to Buy Today: 6 Names Wall Street Is Watching Before Big Tech’s $600 Billion AI Test

Best AI Stocks to Buy Today: 6 Names Wall Street Is Watching Before Big Tech’s $600 Billion AI Test

Alphabet, Microsoft, Meta, and Amazon will report earnings Wednesday as investors focus on whether $600 billion in annual AI spending is driving revenue growth. Nvidia and Broadcom remain key chip suppliers, with Broadcom recently signing a long-term AI chip deal with Google. U.S. stock futures fell early Tuesday amid geopolitical concerns and scrutiny over Big Tech’s heavy AI outlays.
28 April 2026
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Best Stocks To Buy Today: 7 Names Wall Street Is Testing As Oil Shock Hits The AI Rally

Best Stocks To Buy Today: 7 Names Wall Street Is Testing As Oil Shock Hits The AI Rally

Dow, S&P 500, and Nasdaq 100 futures fell early Tuesday as the U.S.-Iran standoff kept oil prices high. Nvidia hit a record Monday, rising 4%, while investors awaited earnings from Microsoft, Alphabet, Amazon, and Meta, who are projected to spend $600 billion on AI this year. General Motors reported a 22% jump in Q1 core profit and raised its 2026 outlook. Hilton increased its full-year room revenue and earnings forecasts.
28 April 2026
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Nvidia’s $5 Trillion Comeback Has One Big Question Wall Street Can’t Ignore

Nvidia’s $5 Trillion Comeback Has One Big Question Wall Street Can’t Ignore

Nvidia’s market value climbed to about $5.27 trillion Monday as shares rose 3.3% to near $215, following Friday’s record close above $5 trillion. The rally comes ahead of earnings reports from major AI infrastructure buyers, with investors watching for capital spending signals. Intel reported first-quarter revenue up 7% to $13.6 billion, boosting chip stocks broadly. Nvidia’s fiscal 2026 revenue reached $215.9 billion, up 65% year over year.
27 April 2026
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Stock Market Today

  • Analog Devices (ADI) Stock Valuation Assessment Amid Strong Price Gains
    May 13, 2026, 2:53 PM EDT. Analog Devices (ADI) stock has surged nearly 20% in the past 30 days and delivered an 87.95% total shareholder return over one year, drawing investor attention. The stock trades at $419.65, about 6.8% above its modeled fair value of $392.94, indicating potential overvaluation. Drivers include growth from robotics and automation expanding ADI's addressable market and boosting revenue. However, risks remain from increased competition in China and rising manufacturing and R&D costs that could pressure margins. Investors should weigh ADI's growth potential against these challenges when considering inclusion in portfolios.

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Palantir Stock Slides as Zelenskiy Meeting Puts War-AI Bet in Focus

Palantir Stock Slides as Zelenskiy Meeting Puts War-AI Bet in Focus

13 May 2026
Palantir shares fell 4.4% to $129.97 Wednesday as CEO Alex Karp met President Volodymyr Zelenskiy in Kyiv to discuss expanding AI use in Ukraine’s war effort. Kyiv’s Brave1 Dataroom project, launched with Palantir, is training AI models to intercept Russian drones. Russia fired at least 800 drones at Ukraine on Wednesday, killing six. Palantir’s U.S. government and commercial revenue surged in the first quarter.
Why Grab Holdings Stock Is Back Under Pressure After a Big Q1 Beat

Why Grab Holdings Stock Is Back Under Pressure After a Big Q1 Beat

13 May 2026
Grab shares fell 1.1% to $3.60 in New York after first-quarter revenue beat estimates, rising 24% to $955 million. Profit jumped to $120 million from $10 million a year earlier. Investors weighed strong results against Indonesia’s new 8% ride-hailing commission cap. Grab kept its 2026 revenue and adjusted EBITDA outlook unchanged.
SoFi Bought a Key IPO Access Tool. The Stock Is Still Telling a More Cautious Story

SoFi Bought a Key IPO Access Tool. The Stock Is Still Telling a More Cautious Story

13 May 2026
SoFi acquired PrimaryBid’s technology to expand IPO access for retail investors, confirmed by both companies. SoFi shares fell 2.9% to $15.44 after Truist cut its price target, citing concerns over loan and technology platforms. The acquisition follows a drop in technology-platform accounts and comes as SoFi reported strong first-quarter revenue and member growth. Terms of the deal were not disclosed.

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Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

13 May 2026
Nebius Group shares rose 3.53% to $185.42 in early extended trading after a 3.76% drop Tuesday, ahead of its Q1 earnings release. The company broke ground on a gigawatt-scale AI factory in Missouri and announced a technology deal with Clarifai’s founder and team. NBIS is up 32.79% in the past month and 454.18% over the past year. Investors are weighing rapid expansion against ongoing losses and heavy capital spending.
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