Roundhill Humanoid Robotics ETF

Fairtree Increases Qualcomm Stake by 42.7% in Q4 as CEO Amon Sells Shares

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

On May 20, UBTECH Founder Zhou Jian Announces Launch of Consumer Humanoid Robot Brand UWORLD

Tesla Launches Emergency Hiring in China to Boost FSD, Awaiting 2026 Q3 Approval

Tesla has started taking orders for its Semi electric truck.

NVIDIA Announces New AI Research Lab in Singapore

Duan Yongping's investment firm H&H initiated a new position in Tesla in Q1

Andrej Karpathy Joins Anthropic to Leverage AI for Optimizing Large Model Pre-training

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

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

XPeng He Xiaopeng Announces XPeng GX Official Launch Tonight at 7:30 PM

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

Nvidia Announces AI Research Lab in Singapore, Focusing on Embodied and Efficient AI

ByteDance Raises 2026 AI Capex to Over 200 Billion RMB, Qualcomm Launches Edge AI Platform to Boost Trillion-Yuan Market

NVIDIA GTC to Take Place in Taipei from June 1-4

Nvidia Drops for Three Days but Wall Street Raises Target Price to $300 Amid Strong AI Chip Demand

Tesla Plans 100GW Solar Panel Plant in Texas

NVIDIA and Google Cloud Announce Collaboration at I/O to Empower 100k Developers Building AI Apps

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

NVDA

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Nvidia (NASDAQ: NVDA) is set to report earnings, with expectations for another beat. Historically, the company has exceeded earnings expectations 21 out of the last 23 quarters. However, strong earnings have not always led to immediate stock gains, as seen after its last report. Analysts emphasize the importance of long-term revenue growth, particularly in AI infrastructure, rather than just short-term earnings beats. Morgan Stanley estimates Nvidia could generate $1.1 trillion in data-center revenue from 2025 to 2027, highlighting the potential for sustained growth.

- Nvidia is expected to report earnings that exceed expectations, continuing its trend of impressive performance, having beaten estimates 21 out of the last 23 quarters.  
- Despite a strong earnings record, Nvidia's stock has sometimes fallen after good results due to even higher preliminary expectations from investors.  
- Analysts predict significant future revenue from data centers, emphasizing the importance of long-term growth in AI infrastructure spending over short-term earnings results.

Invezz

NVIDIA

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VanEck Semiconductor ETF

Spdr Select Tech

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Morgan Stanley

NVIDIA Corporation

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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Nvidia earnings history reveals a pattern investors may be overlooking

QCOM

Fairtree Asset Management Pty Ltd increased its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 42.7% in Q4, owning 23,525 shares valued at $4.02 million. Other institutional investors also adjusted their holdings, with Vanguard Group owning 114 million shares. Analysts have mixed ratings on Qualcomm, with an average price target of $181.79. CEO Cristiano Amon sold 10,000 shares recently, reducing his stake by 4.82%. Qualcomm's stock opened at $195.61.

- Fairtree Asset Management increased its stake in Qualcomm by 42.7% in Q4, owning 23,525 shares valued at approximately $4,024,000.  
- Notable institutional investors like Vanguard and Amundi also raised their holdings in Qualcomm, which now sees 74.35% owned by institutional entities.  
- Qualcomm's recent earnings report showed $2.65 EPS, surpassing estimates, while the company announced a quarterly dividend of $0.92 and authorized a $20 billion stock buyback plan.

Market Beat

Qualcomm

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Invesco

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Deutsche Postbank AG

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Fairtree Asset Management Pty Ltd Has $4.02 Million Stock Holdings in Qualcomm Incorporated $QCOM

IGPT

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.

Invesco AI and Next Gen Software ETF

Invesco PHLX Semiconductor ETF

XL2CSOPNVDA

XI2CSOPNVDA

Nvidia wins China chip nod but faces new roadblocks

After topping $5.5 trillion, could $6 trillion be next?

Will Nvidia hit the $6 trillion mark on Thursday?

TSLA

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Tesla faces pressure as rising oil prices and long-term interest rates impact its valuation, according to investor Gary Black. He notes that while Tesla's fundamentals remain unchanged, the stock is likely to decline further if Brent crude stays at $110 per barrel and 10-year Treasury yields remain high. Black suggests investors consider cheaper growth stocks to mitigate risks associated with Tesla's high valuation. Currently, Tesla's stock shows mixed technical signals, closing at $404.11, down 1.43%.

- Tesla Inc. faces pressure from rising long-term interest rates and high oil prices, which could lead to further declines in stock value, according to institutional investor Gary Black.  
- Black highlights a valuation mismatch, noting Tesla's high price-to-earnings ratio compared to peers, recommending investors consider cheaper growth stocks to reduce risk.  
- Despite challenges, Tesla maintains a consensus Buy rating with an average price target of $403.59 among analysts, indicating mixed technical signals and potential for upward movement.

benzinga_article

Tesla

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Alphabet - C

Alphabet

Amazon

Meta Platforms

Tesla Faces Double Whammy As Oil Hits $110 And Bond Yields Climb, Gary Black Says Fundamentals Unchanged But Stock Likely To Get 'Whacked'

RBLX

U.S. stock futures are mixed as investors focus on earnings reports from Nvidia, Toll Brothers, Target, Roblox, and Lowe's. Nvidia is expected to report earnings of $1.76 per share, while Toll Brothers exceeded expectations with $2.72 per share. Target is anticipated to post $1.45 per share, and Roblox announced a $3 billion repurchase program. Lowe's is expected to report $2.97 per share. After-hours trading saw Nvidia and Toll Brothers shares rise, while Target shares fell.

- U.S. stock futures are trading mixed, with notable stocks attracting investor attention.  
- Nvidia Corp. is expected to report earnings of $1.76 per share after the close, while Toll Brothers posted earnings of $2.72, exceeding estimates.  
- Analysts predict Target will report earnings of $1.45 per share, while Roblox announced a $3 billion buyback, and Lowe's is anticipated to post earnings of $2.97 per share.

Roblox

Lowes

Target

Toll Brothers

Target, Nvidia And 3 Stocks To Watch Heading Into Wednesday

Nvidia is set to report its fiscal first-quarter results, with management guiding for revenue of $78 billion. Key points to watch include the outlook for the second quarter, the launch of the Vera Rubin platform, and potential changes in revenue assumptions from China. Despite a strong year-to-date performance, analysts caution that a disappointing forecast could signal a slowdown in AI demand. Nvidia's shares are trading at a high price-to-earnings ratio of about 45, raising questions about their valuation ahead of the earnings report.

Nvidia's earnings are hours away. Here are 3 things to watch.

AMDL

Nvidia's upcoming earnings report is seen as a critical test for CEO Jensen Huang to demonstrate the longevity of the AI supercycle. Analysts expect revenue around $80 billion, with guidance for the second quarter between $86 billion and $88 billion. Investors are also focused on Nvidia's transition to next-gen Rubin systems and potential impacts from China. The earnings could significantly influence the broader AI market, affecting companies like AMD and Broadcom.

- Nvidia Corp (NASDAQ: NVDA) is set to release its first-quarter earnings, with investors focusing on CEO Jensen Huang's outlook for the AI infrastructure boom.  
- Top analyst Daniel Newman states that the earnings report is critical, with expectations for approximately $80 billion in quarterly revenue and second-quarter guidance up to $86 billion.  
- The earnings results could significantly impact Nvidia's stock and affect various AI-related companies, with the performance seen as a validation of the ongoing AI "supercycle."

GraniteShares 2x Long AMD Daily ETF

Micron Tech

Broadcom

Taiwan Semiconductor

Shutterstock

Nvidia Earnings No Longer About Beating Estimates, But About Whether Jensen Huang Can Prove AI Supercycle Still Has Years Left: Top Analyst

GOOGL

GOOG

AMZW

GOOW

AMZZ

Trump executed 94 trades in Magnificent Seven stocks worth $50M-$70M in Q1 2026, amid over 3,600 transactions. Concerns arise as some trades align with public endorsements or policies favoring these companies, prompting allegations of insider trading. The Trump camp denies any conflicts, asserting that trades are managed independently.

- In Q1 2026, Trump executed 94 trades in the Magnificent Seven stocks, amounting to $50M-$70M, as part of over 3,600 transactions.  
- Some trades aligned with public praise or policies favorable to those companies, raising concerns of potential insider trading from watchdogs.  
- The Trump camp has denied any conflicts of interest, asserting that the trades are managed independently.

Roundhill AMZN WeeklyPay ETF

Roundhill GOOGL WeeklyPay ETF

GraniteShares 2x Long AMZN Daily ETF

Apple

Microsoft

Trump's $70M tech trades spark conflict-of-interest furor

Tesla has officially abandoned its plans to build a factory in India after years of failed negotiations, confirmed by India's Minister of Heavy Industries. The company sought lower import tariffs to test the market but faced firm opposition from the Indian government. Issues such as gaps in the local supply chain and Tesla's premium pricing further complicated the investment. Although Tesla will continue selling imported vehicles in India, local production is no longer planned.

- Tesla has officially abandoned its plans to establish a manufacturing facility in India, as confirmed by Minister H.D. Kumaraswamy on May 19, 2026.  
- The discussions fell apart after India required Tesla to commit to local production before receiving tariff reductions, while Tesla sought lower import duties to test the market first.  
- Analysts cited challenges such as India’s inadequate supply chain, infrastructure issues, and Tesla’s premium pricing compared to local purchasing power as factors complicating the investment.

Teslarati

XL2CSOPTSLA

Tesla ditches India after years of broken promises

Roundhill Humanoid Robotics ETF(HUMN.US)