SAMSUNG SEMICON

Midwest and other institutions significantly increase AMD holdings, market cap reaches $67.5B

NVIDIA Earnings Loom, UBS Bullish on $150B Buyback and Long-term AI Growth

Mitsubishi UFJ Increases AMAT Stake by 17%, Argus Raises Target Price to $500 on Strong Earnings

Nvidia Spends $90 Billion on 145 Acquisitions in 16 Months to Strengthen AI Position

Intrua Financial LLC Reduces Stake in Advanced Micro Devices by 43.6%

Nvidia Short Positions Hit Record as Michael Kramer Warns of Epic Squeeze Risk

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

Mesirow Cuts Broadcom Stake by 31.4% in Q4 as Insiders Sell

Covestor Cuts Micron Stake by 74% as Other Institutions Increase Holdings and Raise Price Targets

Duan Yongping's H&H Majorly Increases Nvidia Stake and Expands into AI Infrastructure

NVIDIA Partners with Amazon to Advance GIDS Technology, Aiming to Disrupt AI Storage Architecture

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

AMD Readies New Ryzen 7 7700X3D Processor

AI Demand Surges, Wells Fargo and Citigroup Raise Broadcom Price Targets; $35B Financing Reported for Expansion

US Lawmaker Calls for Restrictions on AI Chip Exports to China, Citing National Security

Researchers Disclose Patched "Fabricked" Vulnerability in AMD EPYC Processors

NVIDIA Announces New AI Research Lab in Singapore

NVIDIA Releases Security Bulletin Disclosing Multiple High-Severity Vulnerabilities in Its GPU Drivers

OpenAI Launches 'Guaranteed Capacity' Product, Pioneering AI Compute Pre-lock Model

NVIDIA Officially Delivers First Self-Developed Vera CPUs to Top AI Labs Including Anthropic and OpenAI

CH DEMETER FIN

FAMEGLOW

LUEN THAI

NEW GONOW RV

REF HOLDINGS

PARADISE ENT

WEBX HOLDING

HAICHANG HLDG

BEST FOOD HLDG

INTELLIMARK W27

AMZN

GOOGL

MSFT

NVDA

SOXX

NVDU

NVDY

SOXL

NVDX

NVDL

The AI sector, while still seen as a growth driver by Wall Street, faces increasing local pushback against data center expansions, which are crucial for AI development. Reports indicate that towns are blocking or slowing down significant data center projects, raising costs and approval challenges. This shift in sentiment could impact major tech firms like Nvidia, Microsoft, Amazon, and Alphabet, as the next phase of AI investment may hinge on public trust and local regulations rather than just demand for AI tools.

- Wall Street views AI as a key growth theme, yet rising local pushback against data centers indicates a shift in sentiment.  
- Towns are increasingly blocking new data centers, complicating the buildout necessary for supporting AI, which could lead to higher costs and slower growth for cloud firms.  
- While major tech companies continue to show strong demand and financial health, investors must consider the new risks associated with public sentiment, local regulations, and resource access in their AI investments.

Tip Ranks

Amazon

Alphabet

Microsoft

NVIDIA

iShares Semiconductor ETF

Direxion Daily NVDA Bull 2X Shares

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

Pacer Data & Infrastructure Real Estate ETF

YieldMax MSFT Option Income Strategy ETF

YieldMax NVDA Option Income Strategy ETF

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

T-Rex 2X Long NVIDIA Daily Target ETF

SPDR S&P Software

Direxion Daily AMZN Bull 2X Shares

Direxion Daily GOOGL Bull 2X Shares

Direxion Daily MSFT Bull 2X Shares

GraniteShares 2x Long AMZN Daily ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

T-Rex 2X Long Microsoft Daily Target ETF

iShares Expanded Tech Software Sector ETF

GraniteShares 2x Long NVDA Daily ETF

Alphabet - C

Tradr 2X Short AMZN Daily ETF

Oracle

Equinix

Digital Realty Trust

NVIDIA Corporation

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

NVDA, MSFT, and GOOGL Stocks Face a New AI Risk as Data Center Backlash Mounts

CBRS

Cerebras Systems Is Being Called the Next Nvidia, But 2 Surprising Details Change the Story

Barchart Option

Cerebras

Cerebras Systems Is Being Called the Next Nvidia, But 2 Surprising Details Change the Story

SNDK

Futures rose as oil prices fell: Target beat views early Wednesday with Nvidia due after the close. AI leaders Micron and Sandisk extended rebounds,

Target

Sandisk

Micron Tech

Dow Jones Industrial Average

Astera Labs

Sandisk - WI

Dow Jones futures rise, Target beats views with Nvidia due; Micron, SanDisk, Astera extend gains

INTU

Today, major companies including Analog Devices, Intuit, Lowe’s, Nvidia, and Target are set to report earnings. Options prices indicate expected earnings moves, with notable fluctuations: ADI +/- 7.35%, LOW +/- 4.77%, TGT +/- 7.83%, and NVDA +/- 6.15%. Investors are advised to research thoroughly before engaging in options trading.

- Several major companies, including Analog Devices and Nvidia, are set to report earnings today, influencing investor sentiment through options activity.  
- Earnings releases are expected to result in varied stock movements, with companies like Target anticipated to see an implied move of +/- 7.83%.  
- Investors are encouraged to conduct thorough research due to the known risks associated with options trading.

Intuit

Analog Devices

Lowes

Star Bulk Carrier

ELF Beauty

ZIM Integrated Shipping Services

Options Volatility and Implied Earnings Moves Today, May 20, 2026

Rising bond yields are increasing borrowing costs and pressuring stock valuations. Geopolitical tensions, particularly the Iran war and the closure of the Strait of Hormuz, are driving up oil prices and fueling inflation fears. Investors are closely watching Nvidia's upcoming earnings to assess the resilience of the tech sector amid these challenges.

- Rising bond yields increase borrowing costs and reduce the present value of future earnings, negatively impacting stock valuations.  
- The Iran war and closure of the Strait of Hormuz have driven up energy prices, raising inflation fears and expectations for tighter monetary policy.  
- Investors are closely monitoring Nvidia's earnings to assess the resilience of the tech-led rally amidst rising rates and geopolitical uncertainty.

Occidental Petroleum

VanEck Oil Services ETF

GraniteShares 2x Short NVDA Daily ETF

iShares US Oil Equip & Svcs

Us Brent Oil

Direxion Daily NVDA Bear 1X ETF

Pro Ultr Bloomberg Crude Oil

VanEck Oil Refiners ETF

ISHRS S&P Glb Engy

SPDR O&G Ex & Prd

SPDR O&G Equip

T-Rex 2X Inverse NVIDIA Daily Target ETF

Spdr Select Tech

SPDR Energy Select

United States Oil Fund LP

iShares US Oil & Gas Expl & Prod

VG Energy

Rising bond yields and oil prices stoke market correction fears

GAMR

US equity futures are up ahead of NVIDIA's earnings report, with expectations for adjusted EPS at 1.78 and revenue at USD 78.98 billion. The EU has finalized a US trade deal text, while European markets show mixed trading. Energy prices are softening, and fixed income benchmarks are rebounding. The DXY is slightly firmer, and the GBP is weaker following soft inflation data. Upcoming highlights include FOMC minutes and trade balance data from New Zealand.

- Iran-Pakistan cooperation has declined due to conflicting diplomatic positions regarding negotiation channels.  
- The EU has finalized its trade deal with the US, which includes tariff adjustments for industrial goods and exports.  
- European equities show mixed performance, with chip stocks seeing gains ahead of Nvidia's earnings report amid varied trade sentiment.

ZeroHedge

Wedbush ETFMG Video Game Tech ETF

VanEck Video Gaming and eSport ETF

Global X Video Games & Esports ETF

AXS 1.5X NVDA Bear Daily ETF

NASDAQ-100

S&P 500

ASML

Tesco PLC

J Sainsbury plc

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

NQ +0.8% into NVIDIA earnings and as Brent moves below $110/bbl; FOMC minutes ahead - Newsquawk US Market Open

.NDX

.IXIC

Nasdaq Futures Climb as Bond Yields Fall, Nvidia Earnings in Focus

NASDAQ Composite Index

Proshares UltraPro QQQ

Invesco QQQ Trust

Fidelity Nasdaq Composite Index ETF

First Trust NASDAQ-100 Equal Weighted

Invesco Nasdaq 100 ETF

Nasdaq Futures Climb as Bond Yields Fall, Nvidia Earnings in Focus

.DJI

US stock-index futures rose on Wednesday, with Dow futures up 75 points, as chipmakers steadied ahead of Nvidia's earnings report. The 10-year Treasury yield eased from a 16-month high, providing some relief to equities. Oil prices slipped after President Trump suggested a quick end to the Iran war, though supply risks remain. Investors are focused on Nvidia's results, Fed minutes, and potential rate threats. Additionally, Analog Devices announced a $1.5 billion acquisition to enhance its AI infrastructure portfolio.

- US stock-index futures rose, supported by a rebound in chipmakers ahead of Nvidia’s earnings report, crucial for the AI sector.  
- The 10-year Treasury yield eased from a 16-month high, providing some relief to equities, despite ongoing concerns about interest rates.  
- Oil prices declined after President Trump stated the Iran conflict would end quickly, easing supply fears, while Analog Devices announced a significant acquisition to bolster its AI infrastructure capabilities.

Invezz

Marvell Tech

Intel

Dow futures rise 75 points: 5 things to know before market opens

Ahead of Wednesday's market open, stocks discussed on Wallstreetbets showed mixed results. Micron Technology rose 4%, Advanced Micro Devices increased 2.4%, and Sandisk was up 2.2%. Nvidia and Tesla also saw gains of 1.8% and 1.1%, respectively. In contrast, ServiceNow declined by 1.5%, Rocket Lab fell 0.8%, and Microsoft was down 0.4%.

- The most-discussed stocks on the Reddit subforum Wallstreetbets showed mixed performance before Wednesday's market opening.  
- Micron Technology and Advanced Micro Devices saw increases of 4% and 2.4% respectively, while ServiceNow and Rocket Lab experienced declines of 1.5% and 0.8%.  
- Overall, the premarket activity reflected volatility among key tech stocks ahead of the trading session.

fidelity

ServiceNow

GraniteShares 1.25 Long TSLA Daily ETF

Simplify Volt TSLA Revolution ETF

GraniteShares 2x Long AMD Daily ETF

GraniteShares 2x Long TSLA Daily ETF

Invesco PHLX Semiconductor ETF

Direxion Daily AMD Bull 2X Shares

GraniteShares 2x Long NOW Daily ETF

First Trust Nasdaq Food & Semicon

Direxion Daily TSLA Bull 2X Shares

Leverage Shares 2X Long TSLA Daily ETF

Tesla

Rocket Lab

Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Wednesday; Micron Technology to Advance, ServiceNow to Decline

NVIDIA is set to report earnings today, May 20, amid mixed analyst opinions on its near-term outlook. While some warn that supply constraints may limit growth despite strong AI demand, others view NVIDIA as a key player in AI infrastructure spending. Analysts expect revenue of $78.67 billion and earnings of $1.76 per share. Pre-market trading shows NVIDIA shares up 1.70% at $224.36.

- Analysts are divided on NVIDIA Corp.'s near-term outlook, citing supply bottlenecks and competition despite strong AI demand.  
- Seaport Research warns that NVIDIA's supply constraints may limit growth, while Goldman Sachs views the company as crucial for AI infrastructure spending trends.  
- Gabelli Funds emphasizes NVIDIA's long-term strength in AI, highlighting its potential for significant free cash flow and future investments.

SAMSUNG SEMICON(03132.HK)

NVDA, MSFT, and GOOGL Stocks Face a New AI Risk as Data Center Backlash Mounts

Cerebras Systems Is Being Called the Next Nvidia, But 2 Surprising Details Change the Story

Dow Jones futures rise, Target beats views with Nvidia due; Micron, SanDisk, Astera extend gains

Options Volatility and Implied Earnings Moves Today, May 20, 2026

Rising bond yields and oil prices stoke market correction fears

NQ +0.8% into NVIDIA earnings and as Brent moves below $110/bbl; FOMC minutes ahead - Newsquawk US Market Open

Nasdaq Futures Climb as Bond Yields Fall, Nvidia Earnings in Focus

Dow futures rise 75 points: 5 things to know before market opens

Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Wednesday; Micron Technology to Advance, ServiceNow to Decline

What's Going On With NVIDIA Stock Wednesday?