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RBC Raises Nvidia Target Price from $250 to $270

Morgan Stanley Raises Nvidia Target Price from $285 to $288

Jefferies Raises Nvidia Price Target from $275 to $300

NVIDIA Wins Multiple Best Choice Awards at COMPUTEX 2026 and Showcases Vera Rubin NVL72

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UIUC et al. Launch RecursiveMAS, Boosting AI Agent Collaboration Efficiency by 2.4x

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The Dow rose 0.96% due to optimism from Iran talks and SpaceX IPO news. Oil prices dropped below $100 per barrel, alleviating inflation concerns. Goldman Sachs gained nearly 5% from its involvement in the SpaceX IPO, while Nvidia and AMD saw increases due to chip supply issues.

- Optimism regarding Iran talks and SpaceX IPO news drove gains in major U.S. indexes, with the Dow increasing by 0.96%.  
- Crude oil prices fell below $100 per barrel due to diplomatic progress with Iran, alleviating inflation concerns and supporting equity markets.  
- Notable stock movements included Goldman Sachs rising nearly 5% from its role in the SpaceX IPO, while Nvidia and AMD benefited from chip supply issues.

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Dow climbs on Iran talks progress and SpaceX IPO boost

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Mizuho Securities analyst Vijay Rakesh reiterated a Buy rating on Nvidia yesterday and set a price target of $300.00.Meet Samuel – Your Personal Investing ProphetHigh conviction NVDA bears now have this Tradr ETF According to TipRanks, Rakesh is a top 25 analyst with an average return of 68.9% and a 71.40% success rate. Rakesh covers the Technology sector, focusing on stocks such as Micron, Intel, and Dell Technologies. Currently, the analyst consensus on Nvidia is a Strong Buy with an average price target of $281.97.

- Mizuho Securities analyst Vijay Rakesh reiterated a Buy rating on Nvidia, setting a price target of $300.00.  
- Rakesh is a top analyst with an average return of 68.9% and a success rate of 71.40%, focusing on the Technology sector.  
- The current analyst consensus on Nvidia is a Strong Buy, with an average price target of $281.97.

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Nvidia (NVDA): New Buy Recommendation for This Technology Giant

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Markets found some stability during the US afternoon session with semis reversing back into the green, only to fade later into the close, but are accelerating in the overnight session with NVDA tonight clearly the main event of the week and should anchor the session as long as rates are mildly stable.Oil Impact

- Markets showed initial stability in the US afternoon session, with semiconductor stocks briefly recovering before declining again.  
- The overnight session has seen an acceleration, particularly influenced by NVIDIA's performance, which is expected to be the week's focal point amid stable interest rates.  
- Oil market developments also play a significant role in overall market dynamics.

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Today, the stock market saw significant increases with the Dow Jones index and other major indexes experiencing substantial gains. Small cap stocks performed better than the major indexes. The Dow Jones index closed above 50,000, marking a notable milestone. Nvidia also saw an increase in anticipation of its upcoming earnings report.

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Nvidia has received U.S. approval to sell H200 chips to 10 Chinese companies, but faces challenges due to China's strict oversight. The Chinese government is promoting domestic suppliers and potentially more favorable foreign partners like AMD, impacting Nvidia's market share in the $50 billion AI chip sector, which has declined due to export controls.

- Nvidia has received U.S. approval to sell H200 chips to 10 Chinese firms, but regulatory oversight from Beijing restricts their actual access.  
- Meanwhile, China is redirecting its AI demand towards domestic suppliers and more aligned foreign companies such as AMD.  
- The AI chip market in China, worth approximately $50 billion, has seen Nvidia's market share decline significantly due to export controls.

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Nvidia wins China chip nod but faces new roadblocks

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Nvidia anticipation and hopes of an Iran peace deal boosted all three major market indexes.

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Review & preview: Safe passage

The Dow rose significantly, buoyed by a rebound in chip stocks and optimism surrounding Nvidia's upcoming earnings, which are expected to show around 80% revenue growth. Lower Treasury yields and falling crude prices also contributed to positive market sentiment.

- The Dow Jones Industrial Average increased, bolstered by gains in chip stocks and positive sentiment surrounding Nvidia's upcoming earnings report.  
- Nvidia is anticipated to report approximately 80% revenue growth, with its guidance expected to impact overall technology valuations.  
- Additionally, reduced Treasury yields and declining crude oil prices contributed to a more favorable market environment for investors.

Dow climbs as Nvidia rally lifts chip sector

AAPL

Google is introducing a new feature called 'Continue On' for Android, similar to Apple's Handoff. This feature allows users to transfer tasks from their Android phone to a compatible tablet. Initially, it will only support moving tasks from phone to tablet, with plans for bidirectional support in the future. Users will see a 'Continue On' icon on their tablet, suggesting recently used apps from their phone.

- Google is introducing a new feature called "Continue On" that enables users to move tasks from an Android phone to a compatible tablet.  
- At launch, this feature only supports transferring tasks from phone to tablet, with plans for bidirectional support in the future.  
- The "Continue On" icon will appear on Android tablets, suggesting the most recently used apps from the phone, allowing users to quickly access documents and emails.

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Android 17 is getting its own version of Apple’s Handoff

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Amazon has announced two water return projects in Germany, aiming to return over 370 million liters of water annually. The initiatives include a leak detection system in Frankfurt and a wetland restoration project in Spessartwald. Collaborating with Shayp and EcoTree, these projects enhance water resilience at Amazon's data center locations. The leak detection initiative will install IoT technology in 500 buildings, while the wetland project will create new habitats and improve groundwater replenishment. These efforts align with Amazon's goal to return more water to communities than it consumes by 2030.

- Amazon has announced two water retention projects in Germany: a leak detection initiative in Frankfurt and a wetland restoration project in Spessartwald.  
- These initiatives aim to return over 370 million liters of water annually, enhancing water resilience at Amazon's data center locations.  
- Collaborating with Shayp and EcoTree, Amazon addresses urban water loss and ecological restoration, supporting its goal to return more water to communities than it consumes by 2030.

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Wassermanagement: AWS führt in Deutschland jährlich mehr als 370 Millionen Liter Wasser zurück

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On May 10, Trump tweeted angrily declaring Iran's latest response "completely unacceptable." Iran, through Pakistan, proposed an immediate ceasefire and the lifting of the naval blockade, while the US insists that Iran suspend uranium enrichment and restore passage through the Strait of Hormuz. The two sides remain fundamentally opposed. Do you think there's any possibility of breaking this deadlock?

On May 10, Trump tweeted angrily declaring Iran's latest response "completely unacceptable." Iran, through Pakistan, proposed an immediate ceasefire and the lifting of the naval blockade, while the US insists that Iran suspend uranium enrichment and restore passage through the Strait of Hormuz. The two sides remain fundamentally opposed. Do you think there's any possibility of breaking this deadlock?

US-Iran deadlock returns — is a ceasefire still possible?

- Wall Street’s main indexes opened higher following a two-week ceasefire agreement between the U.S. and Iran.  
- The Dow Jones Industrial Average rose by 393.7 points, the S&P 500 increased by 137.5 points, and the Nasdaq Composite climbed by 803.4 points at the open.  
- These gains were driven by expectations that energy supplies through the Strait of Hormuz could resume, leading to lower crude prices.

Reuters

US STOCKS SNAPSHOT-Wall Street opens higher after US-Iran ceasefire

The 89% is indeed humbling. The market recognises no one, respects no one, but can be a very good companion. I oftentimes wished I can open an account in Longbridge and gift, say USD1000 to each poor I meet, and teach them how to trade (Pls don't be mistaken! I'm only a novice retail investor! I'm not a pro!!!) Then, they can earn something and afford a decent hot meal...We need to immediately help these people, a minute of hunger is like an hour of great pain. And they are facing poverty for years!

Tom Lee, co-founder of Fundstrat Global Advisors, predicts the S&P 500 will reach 15,000 by the end of the decade, representing a 129% upside. He recommends the Vanguard S&P 500 ETF (VOO) as the best investment vehicle for this growth. Lee attributes his bullish outlook to ongoing labor shortages and the rise of automation, which he believes will significantly boost the tech sector's influence in the index. Additionally, millennials are expected to inherit $68 trillion, further driving investment into major companies within the ETF.

- Tom Lee, co-founder of Fundstrat Global Advisors, predicts the S&P 500 could reach 15,000 by the decade's end and recommends the Vanguard S&P 500 ETF (VOO) as the best investment vehicle.  
- He argues that ongoing labor shortages, exacerbated by 80 million worker deficits, will drive a tech sector surge, increasing its weight in the index to 50%.  
- With millennials poised to inherit $68 trillion and reshape the economy, Lee advocates for passive investing in the S&P 500, highlighting its advantages over professional fund managers.

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Tom Lee sees this Vanguard index fund soaring 129%

The poor US has suffered a lot for this strike. Loss of lives, equipment, inventory costs, economy and social pullbacks. It is heartening to see that the market is picking up it's pieces. It is plain to see which government oppresses its citizens, which country is at odds with the rest of the world.

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Wall Street's prominent bull and Fundstrat founder, Tom Lee, points out that the S&P 500 typically bottoms out within the first 10% of a war's duration. Inflation-adjusted oil prices are below the average for this century, limiting the economic impact on the U.S. Combined with the current state of extreme investor caution, he believes that the current adjustment is 90% to 95% complete

- Recent volatility in US stocks may be approaching a turning point, according to Tom Lee, founder of Fundstrat.  
- He cites historical patterns indicating that the S&P 500 typically bottoms out early in conflicts, asserting that most downside risks have been absorbed.  
- Lee's analysis suggests a potential for a V-shaped recovery, supported by technical indicators and the resilience of the US economy against high oil prices.

Wallstreetcn

"Mega Bull" Tom Lee: U.S. Stocks Tend to Bottom Early in Wars; Current Correction Nearing Its End

How is he doing for money this March?

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- U.S. stock index futures rose significantly after President Donald Trump announced a postponement of military strikes against Iranian energy infrastructure.  
- As of 07:10 a.m., Dow E-minis increased by 1,246 points, or 2.72%, S&P 500 E-minis rose by 156.75 points, or 2.39%, and Nasdaq 100 E-minis gained 489 points, or 2.03%.  
- The announcement positively impacted investor sentiment, contributing to the increases in futures.

US STOCKS SNAPSHOT-Futures jump after Trump postpones military strikes on Iranian power plants

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Dow climbs on Iran talks progress and SpaceX IPO boost

Nvidia (NVDA): New Buy Recommendation for This Technology Giant

Up 110% YTD, Why Nvidia’s Backing Could Keep Nokia Stock Rallying

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Stock Market Today: Dow Closes Above 50,000; Nvidia Rises Ahead Of Earnings (Live Coverage)