VanEck Robotics ETF

Nvidia Post-Earnings Market Cap Expected to Fluctuate by $355B, Options Show Bullish Sentiment Amid Profit-Taking Risks

ASML: First Chips from New High-NA EUV Lithography Machines to Hit Market in Months

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

Profund Advisors Increases Stake in ASML by 16.1% to $8.56 Million

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

HSBC raises Nvidia target price from $295 to $325

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

Nvidia CEO Huang Renxu Optimistic About China Allowing AI Chip Imports

China Mobile's 2 billion yuan AI server procurement order excludes NVIDIA, with Huawei as the sole supplier

Dell and NVIDIA Deepen Partnership to Jointly Advance the Construction of AI Factories

Nvidia announces its new generation Vera CPU has been delivered to four major AI labs

Nvidia CEO Jensen Huang says he believes the China market will open over time

Nvidia and Dell CEOs Discuss Distributed Computing: Launching New AI Platform and High-Performance CPU

Tata Electronics and ASML Plan $11 Billion to Build India's First 300mm Semiconductor Fab in Gujarat

Nvidia and Dell CEOs conclude remarks on Bloomberg TV

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

InMed Pharmaceuticals

Amesite

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

NextNRG

Meiwu Tech

CN Energy

MetaVia

Generation Income Properties

Co-Diagnostics

NVDA

SOXL

NVDU

NVDY

NVDL

SOXX

NVDX

NVDS

Nvidia Is Moving Beyond LLMs to Superlearners, the Possible Precursor to AGI. What That Means for NVDA Stock.

Barchart Option

NVIDIA

Direxion Semicon Bull 3X

Direxion Daily NVDA Bull 2X Shares

SPDR S&P Software

iShares Expanded Tech Software Sector ETF

VanEck Semiconductor ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Spdr Select Tech

GraniteShares 2x Short NVDA Daily ETF

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

iShares Semiconductor ETF

T-Rex 2X Long NVIDIA Daily Target ETF

AXS 1.5X NVDA Bear Daily ETF

Direxion Daily NVDA Bear 1X ETF

Nvidia Is Moving Beyond LLMs to Superlearners, the Possible Precursor to AGI. What That Means for NVDA Stock.

SOXS

U.S. stocks fell on Tuesday, with the S&P 500 down 0.8% and the Nasdaq Composite down 1.1%, as rising Treasury yields impacted tech and consumer stocks. The 30-year Treasury yield reached 5.198%, the highest in nearly 20 years, amid inflation concerns and geopolitical tensions. The Philadelphia Semiconductor Index dropped 1.4%, with investors moving away from chipmakers ahead of Nvidia's earnings, reflecting profit-taking after a strong AI-driven rally.

- U.S. stocks declined on Tuesday, led by a surge in Treasury yields that negatively impacted technology and consumer-related shares.  
- The S&P 500 fell 0.8% and the Nasdaq Composite dropped 1.1%, with semiconductor stocks leading the losses amid profit-taking ahead of Nvidia's earnings report.  
- Inflation concerns and geopolitical tensions contributed to the rise in the 30-year Treasury yield, which hit 5.198%, while Federal Reserve policy uncertainty added further volatility to the market.

GuruFocus

Direxion Semicon Bear 3X

SPDR S&P Semicon

S&P 500

NASDAQ Composite Index

Qualcomm

Broadcom

NVIDIA Corporation

U.S Stocks fall as soaring yields crush tech rally and chip stocks lead brutal slide

Nvidia Just Proved ‘AI Efficiency’ Is Fake as Layoffs Rise: ‘The Cost of Compute Is Far Beyond the Cost of Employees’

Nvidia Just Proved ‘AI Efficiency’ Is Fake as Layoffs Rise: ‘The Cost of Compute Is Far Beyond the Cost of Employees’

Nvidia and Apple now account for over 15% of the S&P 500, reaching levels not seen since the dot-com bubble. The 30-year Treasury yield has risen to 5.20%, a 19-year high, as markets prepare for ongoing Fed restrictions due to persistent inflation. A BofA survey indicates a record equity overweight and low cash levels, suggesting a risk of profit-taking in early June.

- Nvidia and Apple now account for over 15% of the S&P 500, exceeding levels reached during the dot-com bubble.  
- The 30-year Treasury yield has surged to 5.20%, the highest in 19 years, indicating market uncertainty over sustained restrictive Federal Reserve policies due to persistent inflation.  
- A Bank of America survey reveals record equity overweight and low cash levels, suggesting a potential for profit-taking in early June.

T-Rex 2X Long Apple Daily Target ETF

Invesco S&P 500 Equal Weight Tech ETF

VG S&P 500

iShares Core S&P 500

GraniteShares 2x Long AAPL Daily ETF

Apple

Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

S&P 500 concentration peaks as yields hit multi-year highs

MSFT

POET

Today's whale activity in Information Technology stocks reveals significant trading opportunities. Notable options include NVDA and AVGO with bearish sentiment, while POET and DOCU show bullish trends. MSFT has a bullish put option, and CIFR also indicates bullish sentiment. Other stocks like ARM and NOW exhibit bearish activity. This data highlights the fluctuating market dynamics and potential investment strategies.

- The article discusses the tracking of significant trading activities by large entities, known as whales, to uncover potential trading opportunities in the options market.  
- It details various options trades in the Information Technology sector, highlighting their direction, sentiment, expiration, and the total trade price.  
- The summary emphasizes the importance of monitoring these trades as they can indicate exaggerated or underestimated option prices.

benzinga_article

Microsoft

POET Tech

ServiceNow

Docusign

T-Rex 2X Long Microsoft Daily Target ETF

Direxion Daily MSFT Bull 2X Shares

Direxion Daily AVGO Bull 2X Shares

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

GraniteShares 2x Long AVGO Daily ETF

Direxion Daily AVGO Bear 1X Shares

GraniteShares 2x Long NOW Daily ETF

Roundhill AVGO WeeklyPay ETF

Defiance Daily Target 2X Long AVGO ETF

Leverage Shares 2X Long AVGO Daily ETF

Unity Software

Cipher Digital

ASML

10 Information Technology Stocks Whale Activity In Today's Session

INTU

On May 20, Nvidia (NVDA), Intuit (INTU), and Lowe's (LOW) will report earnings. Nvidia is expected to report an adjusted EPS of $1.77, Intuit $12.52, and Lowe's $2.88. Polymarket indicates a 97% chance for Nvidia, 91% for Intuit, and 92% for Lowe's to beat their estimates. Polymarket reflects trader expectations but does not guarantee outcomes.

- On May 20, Nvidia, Intuit, and Lowe's are set to report their earnings, with expectations for Nvidia at an adjusted EPS of $1.77, Intuit at $12.52, and Lowe's at $2.88.  
- Nvidia has a 97% chance of beating its earnings estimate, Intuit holds a 91% chance, and Lowe's has a 92% chance, according to Polymarket predictions.  
- Polymarket reflects trader expectations and sentiment but results may vary from predictions, advising investors to use this data as a supplementary tool.

Tip Ranks

Intuit

Lowes

VanEck Retail ETF

SPDR S&P Retail ETF

Polymarket Earnings: Will NVDA, INTU, LOW Beat Earnings Tomorrow?

6954

GOOGL

Japanese Prime Minister Sanae Takaichi announced plans to accelerate physical AI innovation and expand its global reach. Japanese companies, particularly in robotics, aim to leverage their manufacturing expertise to enhance AI applications in factories. Notable partnerships, such as Fanuc with Google and NVIDIA, focus on developing autonomous robots capable of complex tasks. The government is set to invest approximately $6.45 billion to support the growth of domestic AI technologies, addressing Japan's digital deficit and aiming to lead in the robotics AI race.

- Japan is seeking to strengthen its position in the global AI race, focusing on its expertise in robotics and manufacturing.  
- Fanuc's partnerships with Google and NVIDIA aim to enhance industrial robots with autonomous capabilities, highlighting Japan's potential in physical AI applications.  
- The Japanese government is investing in AI innovation, anticipating that the rising demand for industrial robots will bolster its manufacturing sector and address labor shortages.

Cryptopolitan

Fanuc Corporation

Alphabet

Fanuc

Alphabet - C

Nomura Holdings, Inc.

Nomura

ESTUN AUTOMATION

Inovance

Macquarie Energy Transition ETF

ESTUN

Japan’s manufacturers see factory floors as AI’s next frontier

FTXL

The semiconductor market is experiencing a pullback due to concerns over increased memory production in China and comments from Seagate Technology indicating a potential slowdown in demand. Nvidia's upcoming earnings report could reignite interest in the sector, while Home Depot's earnings slightly exceeded expectations. Additionally, President Trump has postponed military action against Iran, impacting market dynamics. Investors are advised to consider hedging or taking partial profits ahead of Nvidia's results.

- Semiconductor stocks experienced a significant sell-off following comments about increased memory production from China, indicating potential price drops.  
- Investors are advised to hedge or take partial profits before NVIDIA's upcoming earnings report, which could dramatically affect market sentiments.  
- In broader markets, money flows show a divergence among major stocks, with notable activity in gold and silver ETFs as investors adjust their positions.

Seagate Tech

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

Roundhill Memory ETF

Samsung Electronics 

Home Depot

Amazon

Meta Platforms

Tesla

SPDR S&P 500

Invesco QQQ Trust

SPDR Gold Shares

iShares Silver Tr

United States Oil Fund LP

VanEck Gold Miners ETF

Global X Silver Miner

Samsung Electronics Co., Ltd. Sponsored GDR

Semi Mania Takes A Breather On China Fear And Seagate Comment, But Nvidia Can Reignite It; Trump Buys More Time

Nvidia is set to report its fiscal first-quarter earnings, with investors eager for news on potential dividend increases and share buybacks. Currently, Nvidia pays a minimal dividend of 0.02%, but analysts suggest a larger commitment could attract more investors. The company is shifting its cash flow towards AI investments rather than stock buybacks, raising questions about future returns for shareholders. Nvidia's strategy focuses on aggressive reinvestment in technology and partnerships, with expectations for strong revenue and earnings growth.

- Nvidia, currently offering a minimal dividend yield of 0.02%, faces pressure from investors for a larger payout, although analysts express skepticism about its likelihood.  
- The company has been reallocating its cash flow, with a focus on investing in the artificial intelligence sector rather than prioritizing shareholder returns, evidenced by reduced stock buybacks.  
- Nvidia's strategy may enhance its future growth potential but raises questions about immediate returns for shareholders, which will be assessed in the upcoming earnings report.

Dow Jones

Dow Jones Industrial Average

UBS Group AG

Corning

Coreweave

Is Nvidia spending its cash on the right things? Investors will soon get an update.

Nvidia (NVDA) shares rebounded from early losses as investors prepared for the upcoming earnings report. Initially down 2%, the stock stabilized by midday. Analysts expect earnings to more than double year-over-year, with revenue projected to surge nearly 80%. HSBC raised its price target to $325, citing strong guidance and growth from Nvidia's AI platforms. Despite increasing competition, Nvidia remains a key player in the AI market, with investor focus on its production capacity and international sales opportunities.

- Nvidia's shares recovered from early losses as investors prepared for the upcoming earnings report, with stocks trading flat by midday after a 2% drop.  
- Analysts predict Nvidia's earnings will more than double year-over-year and revenue will increase by nearly 80%, prompting HSBC to raise its price target to $325, expecting stronger guidance driven by the Blackwell AI platform and new customer relationships.  
- Despite rising competition in AI infrastructure, Nvidia retains its dominant position due to substantial investments from various sectors, with investor interest focused on the company's projections for AI demand and production capabilities.

VanEck Robotics ETF(IBOT.US)

Nvidia Is Moving Beyond LLMs to Superlearners, the Possible Precursor to AGI. What That Means for NVDA Stock.

U.S Stocks fall as soaring yields crush tech rally and chip stocks lead brutal slide

Nvidia Just Proved ‘AI Efficiency’ Is Fake as Layoffs Rise: ‘The Cost of Compute Is Far Beyond the Cost of Employees’

S&P 500 concentration peaks as yields hit multi-year highs

10 Information Technology Stocks Whale Activity In Today's Session