VG Info Tech

AMD's Su visits Taiwan to secure capacity and will attend forum to deconstruct AI strategy

Micron: Morgan JPM Conference Says Financial Outlook Enhanced, Q3 Free Cash Flow to Hit New High

Salesforce's Informatica Deepens Partnership with Microsoft to Power AI Analytics

Rosenblatt Securities Raises Cisco Price Target to $150

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

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

Alphinity Increases Apple Stake by 105.7% in Q4 to $406M

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

AMD Readies New Ryzen 7 7700X3D Processor

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Silexion Therapeutics

Micware

BiomX

Vida Global

MicroAlgo

MetaVia

Tradr 2X Long XNDU Daily ETF

NVDA

.DJI

NVDU

SOXX

NVDL

SOXL

NVDY

GAMR

Stock Market Today: Small caps show strength. Arm Holdings spikes while Nvidia stock rallies ahead of earnings.

NVIDIA

Dow Jones Industrial Average

Invesco Semiconductors ETF

Direxion Daily NVDA Bull 2X Shares

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Spdr Select Tech

Global X Video Games & Esports ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

SPDR Djia

VanEck Video Gaming and eSport ETF

ISHRS S&P Glb It

YieldMax NVDA Option Income Strategy ETF

Wedbush ETFMG Video Game Tech ETF

NVIDIA Corporation

Stock market today: Dow gains 500 points as oil dives, Nvidia rises; airline names soar (live coverage)

.SPX

.NDX

.IXIC

Federal Reserve officials are increasingly concerned about inflation risks, particularly due to the ongoing Iran war, leading to discussions about potential rate hikes. The April meeting revealed a split among policymakers, with four dissenting opinions, the most since 1992. Many officials believe policy tightening may be necessary if inflation remains above the 2% target. Expectations for rate cuts have shifted, with fewer economists predicting reductions this year, as bond markets reflect a growing belief in imminent interest rate increases.

S&P 500

NASDAQ-100

NASDAQ Composite Index

Fed minutes show more policymakers were prepared to lay groundwork for rate hike

MSFT

GOOGL

GOOG

MSFO

MSFX

MSFL

MSFU

Billionaire investor Bill Ackman disclosed that his hedge fund sold all Alphabet stock to invest in Microsoft, acquiring 5.65 million shares. Ackman remains bullish on Alphabet but cited current valuations as a reason for the shift. While Microsoft shows strong growth, competitors like Google Cloud and AWS are accelerating faster. Concerns about AI potentially disrupting traditional software also complicate Microsoft's outlook, despite its reasonable pricing.

- Bill Ackman disclosed building a 5.65 million-share position in Microsoft while exiting a long investment in Alphabet, asserting it was not a bet against Google.  
- Ackman highlights Microsoft’s strong Azure growth and its significant stake in OpenAI as key advantages; however, competitors like Google Cloud and AWS are experiencing higher growth rates.  
- Concerns remain over AI's potential to disrupt traditional software models, suggesting Alphabet could present a more favorable risk-reward balance compared to Microsoft.

Motley Fool

Microsoft

Alphabet

Alphabet - C

YieldMax MSFT Option Income Strategy ETF

T-Rex 2X Long Microsoft Daily Target ETF

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily MSFT Bull 2X Shares

Pershing Square

Amazon

This Famous Investor Just Sold All Of His Alphabet Stock and Loaded Up On Microsoft Stock. Should You?

AMUU

RSPT

AMDD

AMD stock rose 7.26% on Wednesday, driven by anticipation of Nvidia's earnings report, which is expected to highlight strong AI demand. This optimism boosted semiconductor stocks, including AMD, which competes with Nvidia in the GPU market. AMD is also developing its AI rack system, Helios, aimed at enhancing data center efficiency. Year-to-date, AMD has seen a 107.37% increase and a 269.49% rise over the past year, although trading volume was below average.

- Advanced Micro Devices (AMD) stock rose 7.26% as investors anticipated Nvidia's earnings report, which could impact the semiconductor sector due to expectations of strong results related to AI demand.  
- Nvidia's performance is crucial for AMD, as both companies compete in the GPU market and AMD hopes to benefit from increased interest in AI chips.  
- Despite the stock's gain and a significant year-to-date increase of 107.37%, trading volume for AMD was below average, with around 22 million shares exchanged.

Tip Ranks

Direxion Daily AMD Bull 2X Shares

Invesco S&P 500 Equal Weight Tech ETF

Direxion Daily AMD Bear 1X Shares

Why Is AMD Stock Up Today, 5/20/26?

NVDX

Nvidia is the biggest winner of the AI boom so far, but these three stocks could be the big winners from the shift toward inference and agentic AI.

T-Rex 2X Long NVIDIA Daily Target ETF

These super stocks could be the biggest winners in the AI inference and agentic AI economy

NVDD

Nvidia is set to report Q1 2027 earnings, with expectations of $78.8 billion in revenue and $1.77 EPS, marking significant growth. Despite a history of beating estimates, recent data shows the stock has reacted negatively post-earnings, with average returns declining. Investors are now focused on whether Nvidia can exceed high expectations, as past performance indicates that simply beating estimates may not suffice for positive stock movement.

- Nvidia Corp. is set to report its first-quarter 2027 earnings, with estimates anticipating $78.8 billion in revenue and $1.77 in adjusted earnings per share, signaling significant growth compared to 2025.  
- Historically, while Nvidia has consistently beaten revenue and EPS estimates, recent earnings reports have shown that the stock's immediate reaction has become less predictable, often resulting in negative returns despite exceeding expectations.  
- Investors are now focused on the magnitude of the earnings beat and future guidance, as the market has already priced in high expectations for Nvidia's performance.

benzinga_article

Direxion Daily NVDA Bear 1X ETF

Micron Tech

Nvidia Earnings Impact Tracker: Historical Data Shows Hidden Bull Trap

The global electric vehicle (EV) market is thriving, with sales surpassing 20 million units last year, particularly in China and Latin America. However, the U.S. market is stagnating at around 10% market share due to policy setbacks. Chinese automakers are leading growth, making EVs more affordable in emerging markets. Legacy automakers risk losing market share if they don't adapt to the EV trend, while the U.S. government pushes for fossil fuel reliance, facing challenges as the global market shifts towards electric vehicles.

TechCrunch

Rivian Automotive

Lucid

Gartner

Honda Motor Co., Ltd.

Honda Motor

Tesla

BYD COMPANY

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

Global EV market goes K-shaped as the U.S. gets left behind

GS-D

GS-A

The Investment Committee give you their top stocks to watch for the second half of the trading day.

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

Goldman Sachs

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

Us Global Jets

SPDR S&P Transp

Roundhill GOOGL WeeklyPay ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Daily GOOGL Bull 2X Shares

iShares US Transportation ETF

VG Financial

GraniteShares 2x Short NVDA Daily ETF

Financial Select Sector SPDR Fund

Delta Air Lines

GS Hldg R

Final trades: Nvidia, Delta Air Lines, Alphabet and Goldman Sachs

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

Barchart Option

NVDA WeeklyPay ETF - Roundhill

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

Samsung Electronics' labor talks collapsed, raising the risk of a strike that could impact global memory-chip supply. This news led to a rally in semiconductor stocks, with Micron Technology up 4%, Nvidia and AMD both rising about 2%, and other chip-related companies also gaining. Samsung shares fell 4% amid concerns over potential supply disruptions affecting various tech products.

- Samsung Electronics' labor negotiations collapsed, raising concerns of a potential strike that could impact global memory-chip supply.  
- Following the news, shares of several semiconductor companies like Micron Technology and Nvidia experienced gains as investors reacted to the implications for supply chains.  
- Samsung's shares fell 4% amid worries that continued disruptions might affect the supply of various tech products, including AI servers and smartphones.

GuruFocus

Invesco PHLX Semiconductor ETF

Seagate Tech

Western Digital

Sandisk

Broadcom

Qualcomm

ASML

Lam Research

Applied Materials

Western Digital - WI

Sandisk - WI

Nvidia, Micron and AMD Leads Chip Rally Samsung Strike Threat Shakes Chip Supply

VG Info Tech(VGT.US)

Stock market today: Dow gains 500 points as oil dives, Nvidia rises; airline names soar (live coverage)

Fed minutes show more policymakers were prepared to lay groundwork for rate hike

This Famous Investor Just Sold All Of His Alphabet Stock and Loaded Up On Microsoft Stock. Should You?

Why Is AMD Stock Up Today, 5/20/26?

These super stocks could be the biggest winners in the AI inference and agentic AI economy

Nvidia Earnings Impact Tracker: Historical Data Shows Hidden Bull Trap

Global EV market goes K-shaped as the U.S. gets left behind

Final trades: Nvidia, Delta Air Lines, Alphabet and Goldman Sachs

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

Nvidia, Micron and AMD Leads Chip Rally Samsung Strike Threat Shakes Chip Supply