Today: 14 May 2026
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NASDAQ:NVDA 24 March 2026 - 1 April 2026

NVIDIA Corporation Bets $2 Billion on Marvell as Custom AI Chip Race Heats Up

NVIDIA Corporation Bets $2 Billion on Marvell as Custom AI Chip Race Heats Up

Nvidia invested $2 billion in Marvell Technology and expanded their partnership to integrate Marvell’s custom AI chips and networking with Nvidia systems. Marvell shares jumped 7% and Nvidia rose 2.7% after the announcement. The deal includes collaboration on custom processors and silicon photonics for faster, lower-power data transfer. Major tech firms are expected to spend at least $630 billion on AI infrastructure this year.
1 April 2026
NVIDIA Corporation Puts $2 Billion Into Marvell as AI Chip Race Turns to Custom Designs

NVIDIA Corporation Puts $2 Billion Into Marvell as AI Chip Race Turns to Custom Designs

Nvidia invested $2 billion in Marvell Technology and expanded a partnership to integrate Marvell’s custom AI chips and networking with Nvidia systems. Nvidia shares rose 5.6%, Marvell jumped 12.8%. Marvell will supply processors compatible with Nvidia’s NVLink Fusion and collaborate on silicon photonics. The agreement follows a period of volatility for Nvidia’s stock and rising competition in AI chips.
Wall Street Rebounds, but VIX Warning Still Flashes on Iran Relief Hopes

Wall Street Rebounds, but VIX Warning Still Flashes on Iran Relief Hopes

Nvidia invested $2 billion in Marvell Technology and expanded their AI chip partnership, sending Marvell shares up over 12% and Nvidia up 5.5% Tuesday afternoon. Marvell’s custom AI chips and networking gear will integrate with Nvidia’s NVLink Fusion platform. The companies will also collaborate on silicon photonics and AI-RAN for next-generation networks. Marvell traded at $99.06 and Nvidia at $174.23 by 12:55 p.m. PDT.
US Stock Market Today: Wall Street Rallies, Nasdaq Jumps, but S&P 500 Still Faces Worst Quarter Since 2022

US Stock Market Today: Wall Street Rallies, Nasdaq Jumps, but S&P 500 Still Faces Worst Quarter Since 2022

Wall Street’s main indexes climbed Tuesday after a report that President Trump may end the U.S. military campaign against Iran even if the Strait of Hormuz remains mostly closed. The Dow rose 1.2%, the S&P 500 gained 1.5%, and the Nasdaq jumped 2.0% by early afternoon. Brent crude hovered near $119 a barrel after a tanker was hit off Dubai. U.S. job openings and hiring both fell to their lowest since March 2020.
Dow, S&P 500, Nasdaq Rebound as Trump Signals Flexibility on Strait of Hormuz, but Oil Risk Lingers

Dow, S&P 500, Nasdaq Rebound as Trump Signals Flexibility on Strait of Hormuz, but Oil Risk Lingers

U.S. stocks surged Tuesday after reports President Trump was open to ending military action against Iran even if the Strait of Hormuz stayed closed. The Dow jumped 555 points by midmorning, while the S&P 500 and Nasdaq also rallied. Oil prices remained volatile, with Brent near $107 a barrel. The S&P 500 and Dow, however, were still set for their steepest monthly losses since 2022.
Marvell Stock Back in Focus After Nvidia’s $2 Billion Bet on AI Networking

Marvell Stock Back in Focus After Nvidia’s $2 Billion Bet on AI Networking

Nvidia invested $2 billion in Marvell Technology and expanded their AI infrastructure partnership, sending Marvell shares higher in premarket trading Tuesday. Marvell projects fiscal 2027 revenue near $11 billion after reporting record 2026 sales and a 21% jump in fourth-quarter data-center revenue. The deal focuses on custom AI chips and high-speed networking. Broadcom is also targeting this market.
AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

Vanguard Information Technology ETF fell 1.0%, Roundhill Generative AI & Technology ETF dropped 1.1%, and Global X Artificial Intelligence & Technology ETF lost 0.8% Monday morning as investors shifted focus from megacap tech to chip and hardware suppliers. U.S. equity funds saw $37.24 billion in inflows last week, but tech sector funds lost $1.45 billion.
Microsoft Stock Selloff Sparks Fresh Bull-Bear Split as Copilot Upgrades Roll Out

Microsoft Stock Selloff Sparks Fresh Bull-Bear Split as Copilot Upgrades Roll Out

Microsoft launched new Copilot features Monday as debate intensified over its AI spending and stock outlook. Shares rose 1.1% to $360.52 early, following a 17% revenue jump and a $625 billion backlog. Bulls cite strong growth, while critics highlight high capex and rising competition from Google Cloud. Microsoft said Copilot now combines OpenAI’s GPT and Anthropic’s Claude in one workflow.
Nvidia Stock Hits 7-Year Valuation Low Even as New AI Orders Roll In

Nvidia Stock Hits 7-Year Valuation Low Even as New AI Orders Roll In

Nvidia shares are trading at their lowest forward price-to-earnings multiple since 2019, nearly 20% below their October peak, despite strong demand and a forecast for 70% earnings growth this year. The stock now trades at about 19.6 times expected earnings, below the S&P 500 average. Amazon Web Services has agreed to buy 1 million Nvidia GPUs by 2027. Some analysts expect Nvidia’s market share to erode as rivals and custom chips gain ground.
Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp shares closed at $243.48 Friday, little changed after a volatile session. Senior vice president Steve Rummel told a Pittsburgh summit the company’s multibillion-dollar deal with Nvidia will support the wider industry, not just one customer. Coherent joined the S&P 500 on March 23 and reported fiscal Q2 revenue of $1.69 billion, up 17% year over year.
US Stock Market This Week: Dow Enters Correction as S&P 500, Nasdaq Sink on Oil Shock

US Stock Market This Week: Dow Enters Correction as S&P 500, Nasdaq Sink on Oil Shock

The Dow Jones Industrial Average fell 793.47 points Friday, entering correction territory as U.S. stocks closed at seven-month lows and capped five straight weekly losses. Megacap tech and consumer shares led declines, with Nvidia down 2.2% and Amazon off 4%. Oil prices surged amid Middle East tensions, while consumer sentiment dropped and inflation expectations rose.
US Stock Market Today: S&P 500, Nasdaq Hit Six-Month Lows as Oil Surge Rattles Wall Street

US Stock Market Today: S&P 500, Nasdaq Hit Six-Month Lows as Oil Surge Rattles Wall Street

The S&P 500 and Nasdaq fell to six-month lows Friday as tech shares slid and oil prices surged, with Brent crude up 2.36% to $110.55 a barrel. The Nasdaq entered correction territory after a 2.4% drop Thursday. Nvidia, Microsoft, Alphabet, and Meta all declined, while Carnival dropped 4% and Unity Software gained 10.5%. U.S. consumer sentiment hit its lowest since December, and gas prices rose to $3.98 per gallon.
Nvidia Stock Price Falls 4%: Why Huawei, China Risk and a Nasdaq Correction Matter Now

Nvidia Stock Price Falls 4%: Why Huawei, China Risk and a Nasdaq Correction Matter Now

Nvidia shares fell 4.16% to $171.24 on Thursday, cutting its market value to $4.53 trillion. Huawei’s new 950PR chip, set for mass production next month, has drawn orders from ByteDance and Alibaba. U.S. senators urged a pause on Nvidia exports to China after universities linked to the PLA bought restricted chips. The Nasdaq closed 10.7% below its October peak, confirming a correction.
US Stock Market Today: Futures Rise After Nasdaq Correction as Oil Keeps Wall Street on Edge

US Stock Market Today: Futures Rise After Nasdaq Correction as Oil Keeps Wall Street on Edge

U.S. stock futures rose early Friday after President Trump extended his deadline for strikes on Iranian power plants by 10 days, following a selloff that pushed the Nasdaq into correction territory. Brent crude slipped 0.7% to about $107 a barrel. The Dow fell 469 points Thursday, while Meta, Alphabet, and Nvidia led declines in tech. Markets remain volatile as traders watch oil prices and Middle East developments.
NVIDIA Stock Price Today: NVDA Holds Near $179 as AI Expansion Meets New Competition

NVIDIA Stock Price Today: NVDA Holds Near $179 as AI Expansion Meets New Competition

Nvidia shares traded near $179 early Thursday, holding a $4.53 trillion market value after a 2% gain. The company reported $68.1 billion in fourth-quarter revenue, up 73% year-over-year. Arm’s new data-center CPU announcement sent its shares up 20% Wednesday, highlighting rising competition in AI chips. Nvidia last week detailed a plan to sell 1 million chips to Amazon Web Services by 2027.
Microsoft Stock Price Today: Why MSFT Lags Wall Street’s Rebound Near an 11-Month Low

Microsoft Stock Price Today: Why MSFT Lags Wall Street’s Rebound Near an 11-Month Low

Microsoft shares traded near $370 by midday Wednesday, down about 0.7% despite a broader tech rally, after closing Tuesday at an 11-month low. The drop followed news of a major Texas data-center lease and fresh analyst target cuts, with Melius lowering its price target to $400 and UBS to $510. Nvidia and Amazon rose over 1.5% at the same time. President Brad Smith cited growing local resistance to data-center projects.
Denison Mines Corp Stock Holds at $3.51 After Cosa JV Drill Hit as Phoenix Build Nears

Denison Mines Corp Stock Holds at $3.51 After Cosa JV Drill Hit as Phoenix Build Nears

Nvidia traded near $175.20 premarket Wednesday as senators called for a review of its chip export licenses to China and Southeast Asia. The company’s outlook still assumes no China data-center compute revenue. Senators also asked Commerce to investigate whether CEO Jensen Huang’s remarks affected export approvals. Arm launched its first in-house data-center CPU with Meta as lead partner.
25 March 2026
Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel shares climbed 3.8% premarket Wednesday after Arm launched a new AI data-center chip and oil prices fell. Intel traded at $44.06, valuing the company at $155.4 billion. Arm said its AGI CPU, made by TSMC, could generate $15 billion a year within five years, with Meta and OpenAI as early customers. Analysts noted Intel faces execution risks despite strong gains and renewed demand for server CPUs.
Circle Teams With Nvidia-Backed Cassava’s Sasai to Push USDC Payments in Africa

Circle Teams With Nvidia-Backed Cassava’s Sasai to Push USDC Payments in Africa

Circle Internet Group said an affiliate partnered with Sasai Fintech, part of Nvidia-backed Cassava Technologies, to expand USDC access for payments and remittances in Africa. USDC circulation jumped 72% year-on-year to $75.3 billion in Q4. Nearly 80% of survey respondents in Nigeria and South Africa already hold stablecoins. Visa and Mastercard are also increasing stablecoin initiatives globally.
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Stock Market Today

  • S&P 500 Futures Steady After Tech-Led Rally Pushes Index to New Record
    May 13, 2026, 6:14 PM EDT. S&P 500 futures held steady after a tech sector rally drove the index to record highs. The Nasdaq 100 futures rose 0.3%, led by semiconductor stocks Nvidia and Micron Technology. Cisco Systems soared 14% after outpacing earnings expectations and announcing job cuts. Conversely, Doximity shares dropped 19% following weak revenue guidance. The S&P 500 gained 0.58% and Nasdaq 1.2% during regular trading, while the Dow slipped 0.14%. Investors overlooked a hotter-than-expected producer price index, signaling inflation pressures. Experts highlighted ongoing demand in chipmakers as a catalyst for growth, describing it as earnings-driven rather than speculative. Market watchers await earnings reports from Honda, Yeti, Klarna and others, alongside retail sales and jobless claims data on Thursday.

Latest articles

Aeluma Stock Swings After Q3 Loss as AI Photonics Bet Faces Revenue Delay

14 May 2026
GOLETA, California, May 13, 2026, 15:05 (PDT) Aeluma Inc. shares swung lower in late trading Wednesday after the semiconductor developer narrowed its fiscal 2026 revenue outlook and reported a $1.8 million third-quarter loss. The Goleta, California-based company said revenue for the quarter ended March 31 was $1.2 million, down slightly from a year earlier. (Aeluma, Inc.) The stock closed regular trading up 16.2% at $31.49, then fell 16.3% to $26.35 in extended trading after the results crossed. That split move left investors weighing a stronger AI-supply-chain pitch against a smaller near-term sales range. (MarketBeat) The timing matters. Photonics — parts
Allegiant Just Bought Sun Country. Here’s What Happens to Flights, Rewards and Stock Now

Allegiant Just Bought Sun Country. Here’s What Happens to Flights, Rewards and Stock Now

14 May 2026
Allegiant Travel closed its acquisition of Sun Country Airlines on May 13, making Sun Country a wholly owned subsidiary and ending its status as a standalone public company. Each Sun Country share was converted into $4.10 in cash and 0.1557 Allegiant shares. Allegiant now operates a combined fleet of 195 aircraft serving nearly 175 cities. Sun Country asked Nasdaq to suspend trading and begin delisting.
Doximity Stock Plunges as Weak 2027 Forecast Drowns Out AI Push

Doximity Stock Plunges as Weak 2027 Forecast Drowns Out AI Push

14 May 2026
Doximity shares plunged 19% after hours to $18.94 Wednesday following a fiscal 2027 revenue forecast of $664–$676 million, well below Wall Street’s $697.6 million estimate. Fourth-quarter revenue rose 5% to $145.4 million, but adjusted earnings of 26 cents a share missed expectations. Net income fell to $19.1 million from $62.5 million a year earlier.
BTC Slides Below $80,000 as ETF Outflows Put Rally on the Line

BTC Slides Below $80,000 as ETF Outflows Put Rally on the Line

14 May 2026
Bitcoin fell below $80,000 in New York Wednesday, trading at $79,371 after U.S. inflation data and renewed outflows from spot bitcoin funds. U.S. spot bitcoin ETFs saw $233.2 million in net outflows on May 12, reversing a prior inflow. Producer prices rose 1.4% in April, the biggest jump since March 2022. Ether dropped 1.3% to $2,255.55; Solana fell 4.1% to $90.89.
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