Google Just Shared Bad News for Nvidia, and Even Worse News For CoreWeave and Nebius
Alphabet announced that Google will begin selling its custom Tensor Processing Units (TPUs) to a third external customer, expanding beyond Anthropic and a pending deal with Meta. The company also revealed a $5 billion joint venture with Blackstone to launch a new AI‑focused neocloud service that will initially deploy 500 MW of TPU capacity. The venture aims to capture market share from Nvidia and put pricing pressure on existing AI‑cloud players CoreWeave and Nebius. By bundling TPUs with Google Cloud software, the JV seeks economies of scale and a guaranteed hardware buyer.
JPMorgan Resets Nvidia Stock Price Target After Earnings
JPMorgan analyst Harlan Sur raised Nvidia’s price target to $280, up from $265, after the chipmaker reported a record‑breaking Q1 FY2027. The new target implies roughly 25% upside from the $223.47 close and reflects confidence in sustained sequential revenue growth, a...
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The Microsoft Disaster: Why Dropping the OpenAI Leash Flips the Entire Script for MSFT Stock
Microsoft’s once‑exclusive partnership with OpenAI has shifted to a non‑exclusive arrangement, ending its monopoly on the leading generative‑AI models. The change levels the AI playing field, giving rivals like Amazon and Apple comparable access to OpenAI’s technology. As a result,...
MarketBeat Week in Review – 05/18 - 05/22
Investors rallied this week after NVIDIA delivered blockbuster earnings, with its data‑center revenue surging 262 % and forward guidance confirming robust AI demand. The strong results lifted AI‑related stocks, while the market also absorbed mixed retail earnings, Tesla’s shift toward the...
How Did Singapore Biggest Lender DBS’s Stock Perform Before CEO Tan Su Shan Sold 100,000 Shares?
Singapore's DBS Group saw its shares trade at SGD 61.70 (US$48.26) on Thursday, just shy of the all‑time high of SGD 62. The bank’s CEO Tan Su Shan sold 100,000 shares on May 15 at SGD 60.12, netting roughly US$4.7 million. DBS’s stock is up 9.4% year‑to‑date...
NVIDIA Predicts $1 Trn in GPU Sales, Moves in on CPUs
NVIDIA projects its graphics processors will generate roughly $1 trillion in revenue between 2025 and 2027, driven by surging demand for generative and agentic AI. The company just reported a record $81.6 billion in Q1 fiscal 2027 revenue, with its nascent CPU...
Stock Market Today: Dow Falls After Surprise Jobless Claims Data; Nvidia Trips Up On Earnings (Live Coverage)
U.S. stock futures slipped Thursday after the Labor Department reported weekly jobless claims unexpectedly falling to 209,000, under the 213,000 forecast, while the 10‑year Treasury yield nudged up to 4.61%. Nvidia’s pre‑market stock dipped 0.7% despite beating earnings expectations, posting...
Morning Reads
Nvidia reported an 85% year‑over‑year revenue surge to $81.6 B, beat estimates and announced an $80 B share buyback while conceding China’s AI‑chip market to Huawei. SpaceX’s S‑1 filing revealed a self‑assessed $28.5 T total addressable market, highlighted Starlink’s projected $4.4 B operating profit...
Analyst Report: NVIDIA Corp
Nvidia Corp., a Santa Clara‑based visual computing leader, operates through Graphics and Compute & Networking segments. Argus analyst James Kelleher raised the price target to $270, up from the current $218.49 share price. The upgrade reflects strong demand for GPUs...
BT Masks Financial Failings with Fibre Fortitude
BT Group reported a 3% drop in revenue to £19.7 billion (≈$25 billion) for the year to March, with adjusted revenue down 4% to £19.6 billion. The telco added a £700 million (≈$900 million) cost‑cut tranche to its transformation plan, lifting the total savings target...
What to Watch for In Nvidia Earnings After the Bell
Nvidia is set to report earnings after the bell on May 20, 2026, with analysts projecting roughly 80% revenue growth and an 85% jump in earnings per share. The company’s CEO Jensen Huang has emphasized that demand outpaces supply, while also flagging a...
Should You Buy Nvidia Stock Before Its Next Earnings Report?
Nvidia is set to release its fiscal 2027 Q1 earnings on May 20, a key data point for the AI‑driven market. The stock has surged over 60 % in the past year, hovering near a record high of $236.54, while analysts forecast...
UOBKH Downgrades ComfortDelGro to ‘Hold’ as Q1 Earnings Disappoint
UOB Kay Hian downgraded Singapore‑based ComfortDelGro (CDG) to “hold” and trimmed its target price 15% to S$1.54 (≈US$1.14). The move follows a first‑quarter net profit of S$40.5 million (≈US$30 million), down 16.1%, and core operating profit falling 18% to S$66.2 million (≈US$49 million). Earnings...
NVIDIA Earnings Anticipated Amid Supply Constraints and China Uncertainty
Nvidia is set to report earnings amid a tight supply of its AI‑focused H200 chips and lingering uncertainty over sales to China. The company’s base‑case model assumes zero revenue from the Chinese market after recent U.S. export restrictions were reaffirmed...
EXEC: Hoka Parent and Nike Inc. Stocks Downgraded on Potential GLP-1 Adoption Effect
Wells Fargo Securities downgraded Nike to equal weight and Deckers Brands to underweight, citing the uneven impact of GLP‑1 weight‑loss drugs on apparel sub‑segments. The firm estimates GLP‑1 adoption adds 100 basis points to apparel growth in 2024 and 120 bps...