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As the first interest rate cut by the U.S. dollar entering the post-pandemic era of rate cuts, this rate cut can be described as both &#34;big&#34; and &#34;hawkish.&#34;The &#34;big&#34; lies in the fact that the first rate cut directly slashed 50 basis points, which was indeed unexpected compared to market expectations; the &#34;hawkish&#34; aspect was conveyed during the conference call and the dot plot, indicating that this 50-basis-point cut should not be linearly extrapolated, and future decisions will still be data-driven. This 50-basis-point cut was merely to demonstrate the Federal Reserve's determination to protect the economy.An interesting point was when several reporters repeatedly asked Powell whether this was a &#34;catch-up&#34; rate cut. Powell emphasized that, given the relatively good data on inflation and consumption, the large rate cut was more focused on being a forward-looking move. However, he also admitted that if the July employment data had been known earlier, a rate cut might indeed have been implemented at the previous meeting on July 31.From Dolphin Research's perspective, this illustrates two points:a. Among the various economic data, the current unemployment rate and new employment figures are the real core data, as subsequent CPI and PPI reports did not raise any red flags for the Federal Reserve.b. The dot plot released by the Federal Reserve to some extent only reflects the Fed's wishes and guides the market to trade on these wishes, but it does not mean this path will necessarily materialize.From the revisions in this economic forecast, it can be seen that among the root variables of the economy, the most significantly revised was the unemployment rate. The 大幅下修的政策利率预期 is merely a result of this root variable.Therefore, in the coming period, a key tracking point for the expected rate cut 幅度 will be the labor market: What is the labor participation rate? How much has labor supply increased? How much has job demand decreased? How much has the unemployment rate increased, and is it within the &#34;controllable&#34; range below 4.5%?Especially given the 惯性下修 in 每次新增非农就业， it’s prudent to build in some 保险 upfront. Based on the downward adjustments over the past few months, some decline should already be factored in. At least, this is how Powell indicated the Federal Reserve would approach the data.Furthermore, Dolphin Research is not overly concerned about this hawkish rate cut path guidance. The key still lies in the employment data, particularly if the weakening is primarily due to an oversupply from increased immigrant inflows rather than a decline in corporate job demand. In that case, the economy may not be as weak as feared.

Invesco QQQ Trust

iShares barclays 20+ Yr Treasury Bd

Direxion 20+Yr Trsry Bull 3X

Direxion Daily Dow Jones Internet Bull 3X Shares ETF

NASDAQ Composite Index

SPDR S&P 500

Dow Jones Industrial Average

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

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

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

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

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InMed Pharmaceuticals

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

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

Amesite

NextNRG

Meiwu Tech

CN Energy

MetaVia

Generation Income Properties

Co-Diagnostics

NVDA

SOXS

NVDX

NVDU

NVDY

NVDL

SOXX

US stock index futures fell, led by weakness in semiconductor shares, raising concerns over inflation and corporate earnings. Dow futures dropped 65 points, with technology stocks under pressure. Oil prices eased but remained high amid Middle East tensions. Treasury yields pulled back after a recent rise. Investors are awaiting Nvidia's earnings and the Federal Reserve's minutes for insights on economic conditions.

- US stock index futures declined due to weakness in semiconductor shares and concerns over inflation, elevated bond yields, and corporate earnings outlook.  
- The S&P 500 futures fell 0.23%, while Nasdaq 100 contracts decreased by 0.46%, reflecting pressure on technology stocks.  
- Market sentiment remains fragile ahead of upcoming earnings reports from Nvidia and Walmart, along with the Federal Reserve's minutes, amid ongoing geopolitical tensions.

Invezz

NVIDIA

Direxion Semicon Bear 3X

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

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AXS 1.5X NVDA Bear Daily ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

Walmart

S&P 500

NASDAQ-100

Micron Tech

Seagate Tech

Western Digital

NVIDIA Corporation

Western Digital - WI

Dow futures slip 65 points: 5 things to know before markets open

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

Tip Ranks

Corning

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

DELL

SOXL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

NVIDIA Blog

Dell Tech

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

GraniteShares 2x Long DELL Daily ETF

Eli Lilly

Samsung Electronics 

Honeywell

Samsung Electronics Co., Ltd. Sponsored GDR

Honeywell International - WI

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

Tech analyst Beth Kindig has named Bloom Energy (BE) as the 'biggest outperformer' in tech after a remarkable 217% YTD stock rally. Bloom Energy's unique solid oxide fuel cells address critical power generation issues for the AI economy, outperforming traditional mega-caps. The company's Q1 2026 revenue surged 130.4% year-over-year, and analysts have raised price targets significantly, citing grid constraints as a key catalyst for growth.

- Bloom Energy Corp. (NYSE:BE) has significantly outperformed major tech stocks, with a 217% year-to-date increase, making it a top pick for analysts amid growing power generation challenges for AI.  
- The company's solid oxide fuel cells enable data centers to bypass utility interconnection delays, positioning Bloom to capitalize on increased demand for power as AI technology evolves.  
- Recent financial performance highlighted a record $751.1 million in Q1 2026 revenue, representing a 130.4% year-over-year growth, prompting analysts to raise their price targets for the stock.

benzinga_article

Bloom Energy

Oracle

UBS Group AG

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

Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

Nvidia (NVDA) will report its Q1 FY27 earnings this week on May 20. According to TipRanks' Options Tool, options traders expect an 8.65% move in either direction in NVDA stock in reaction to Q1 FY27 earnings. This implied move is slightly higher than Nvidia's average post-earnings move (in absolute terms) of 3.16% over the past four quarters.Claim 55% Off TipRanksForget margin or options. Here's how the pros trade NVDA

- Nvidia (NVDA) is set to release its Q1 FY27 earnings on May 20.  
- Options traders anticipate an 8.65% movement in NVDA stock following the earnings report, exceeding the average post-earnings move of 3.16% observed in the last four quarters.  
- This heightened expectation indicates increased volatility surrounding Nvidia's financial performance announcement.

Spdr Select Tech

XL2CSOPNVDA

XI2CSOPNVDA

Nvidia Will Report Q1 Earnings on May 20 — Options Traders Expect an 8.65% Move in NVDA Stock

Major U.S. indexes opened mixed as the 10-year Treasury yield remained above 4.57%. Oil prices eased amid reports of a potential Iranian sanctions waiver. Elevated yields and high energy costs are raising inflation concerns, impacting valuations. Upcoming earnings from Nvidia and Walmart may influence market direction, testing investor confidence in AI growth and consumer resilience.

- Major U.S. indexes opened mixed as the 10-year Treasury yield remained above 4.57% and oil prices declined amid potential Iranian sanctions waivers.  
- Elevated yields and high energy costs are contributing to persistent inflation fears, leading investors to remain cautious about the ongoing Iran conflict.  
- This week, earnings reports from Nvidia and Walmart will be crucial in influencing market direction, reflecting investor sentiment towards AI growth and consumer resilience.

Wall Street wavers as yields stay high ahead of key earnings

.SPX

US stocks showed mixed results as easing yields countered inflation fears from rising oil prices. Brent crude oil fell nearly 2% amid reports of potential U.S. waivers for Iranian oil sales, alleviating supply concerns. Growth sectors, particularly tech, saw gains with semiconductor stocks rebounding ahead of Nvidia's earnings report.

- Equities experienced fluctuations as easing yields countered ongoing inflation concerns from rising oil prices.  
- Brent crude oil prices declined nearly 2% due to reports of potential U.S. permission for some Iranian oil sales, alleviating supply worries.  
- Growth-heavy sectors, particularly technology, saw gains as lower yields supported a recovery in semiconductor stocks ahead of Nvidia's earnings report.

VG Total Stock

US stocks mixed as yields ease, oil falls on Iran waiver talk

US stock index futures fell on Monday, with the Dow down 373 points (0.8%) amid rising Treasury yields and oil prices. Investors are focused on upcoming Federal Reserve minutes for policy insights and earnings reports from Nvidia and Walmart. Pre-market activity showed mixed results, with Dominion Energy rising on takeover speculation and UnitedHealth declining after Berkshire Hathaway reduced its stake. The market is assessing the impact of higher yields and oil prices on equity valuations and borrowing costs.

- US stock index futures declined as rising Treasury yields and oil prices increased pressure on equities, with the Dow falling 373 points or 0.8%.  
- Investors are awaiting the Federal Reserve minutes for insights on monetary policy, while earnings reports from Nvidia and Walmart will indicate corporate resilience against a challenging economic backdrop.  
- The market is assessing the potential impacts of elevated borrowing costs and inflation on various sectors, particularly technology and growth-oriented stocks.

Unitedhealth

Dominion Energy

Berkshire Hathaway

Berkshire Hathaway B

Nextera Energy

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

Dow futures plunge 370 points: 5 things to know before market opens

Stocks Set to Open Lower as Oil Rises Amid Iran Impasse, Nvidia Earnings and Fed Minutes Awaited

Barchart Option

Stocks Set to Open Lower as Oil Rises Amid Iran Impasse, Nvidia Earnings and Fed Minutes Awaited

CRWV

DA Davidson has downgraded CoreWeave’s rating to Neutral, despite an average price target of $141.61, suggesting a 31.97% potential upside. Institutional ownership is increasing, with Nvidia raising its stake by nearly 49%, and a bullish sentiment is indicated by the put/call ratio. The market is focusing on AI infrastructure, large banks, and small-cap value stocks amid tightening credit conditions and shifts in corporate capex.

- DA Davidson has downgraded CoreWeave’s rating to Neutral, despite an average price target of $141.61, indicating a potential upside of 31.97%.  
- Institutional ownership has increased, with Nvidia raising its stake by nearly 49%, reflecting bullish investor sentiment as indicated by the put/call ratio.  
- The market is focusing on AI infrastructure, large banks, and small-cap value stocks amid tightening credit conditions and shifts in corporate capital expenditures.

Coreweave

ISHRS S&P Glb It

CoreWeave downgraded by DA Davidson despite bullish upside forecast

Proshares UltraPro QQQ(TQQQ.US)

Dow futures slip 65 points: 5 things to know before markets open

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

Nvidia Will Report Q1 Earnings on May 20 — Options Traders Expect an 8.65% Move in NVDA Stock

Wall Street wavers as yields stay high ahead of key earnings

US stocks mixed as yields ease, oil falls on Iran waiver talk

Dow futures plunge 370 points: 5 things to know before market opens

Stocks Set to Open Lower as Oil Rises Amid Iran Impasse, Nvidia Earnings and Fed Minutes Awaited

CoreWeave downgraded by DA Davidson despite bullish upside forecast