Nvidia’s Bullish Vera CPU Comments Send Arm Shares Higher — Jefferies Stays Bullish
Jefferies kept its Buy rating and $290 target on Arm. Nvidia’s $20B Vera CPU sales outlook is positive for Arm royalties and long-term AI CPU growth.
/ 172 items
#NVDA↓
NVIDIA Crushes Q1 2027 Earnings: Record $81.6B Revenue + Massive Q2 Guidance
NVIDIA crushed Q1 2027: $81.6B revenue beat (up 85%). Data Center $75.2B. Strong $91B Q2 guidance, $80B buyback & dividend raised.
Marvell Mania: Amazon Doubles Down and AMD Joins the Bet
Amazon and AMD increased stakes in Marvell, signaling strong belief in its AI chip tech powering cloud and data centers.
Trump’s Massive Tech Stock Shopping Spree in Early 2026
U.S. President Donald Trump disclosed hundreds of millions in stock trades in Q1 2026 — heavy buys in Nvidia, Microsoft, Adobe, ServiceNow and more during the tech selloff.
Semiconductor Shares Slide as US-China Talks End Without Chip Deal
Chip stocks fell after a Trump–Xi meeting brought no deals. Nvidia, Intel, AMD dropped as hopes for China sales and AI growth cooled.
Nvidia H200 Chips Cleared for 10 Chinese Giants – Why Nothing Has Shipped Yet
US approved Nvidia H200 AI chips for 10 Chinese giants including Alibaba, Tencent and ByteDance. But zero chips have shipped as Beijing blocks imports to boost homegrown tech. Jensen Huang in Beijing now.