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Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. Morning Brief Host Julie Hyman and Barron's Investor Circle newsletter editor Josh Schafer take a closer look at whether Nvidia's earnings narrative is as big a proponent of the stock's overall trade that investors believe it to be.

Ideally, Nvidia will have a big earnings day.

Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...

Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Nova Ltd (NVMI) reports a strong quarter with record revenue and profitability, despite facing supply chain challenges and increased operating expenses.

Ford raised its guidance after a solid first quarter, and there's more suggesting there's near-term upside for the stock.

AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.

The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.

The company reported earnings results above consensus estimates and announced a new data center site with large capacity.

QuickLogic Corp (QUIK) projects significant revenue growth and profitability despite facing competitive pressures and contract delays.

QuickLogic (NASDAQ:QUIK) reported higher first-quarter fiscal 2026 revenue and reiterated expectations for strong full-year growth, as management highlighted progress in radiation-hardened FPGA products, embedded FPGA intellectual property and chiplet-related opportunities. President and Chief Exec

First Majestic Silver's earnings soared in the first quarter.

AMD just reported another outstanding quarter. Is this good or bad news for rival Intel?

In a matter of hours, this report can completely turn Wall Street on its head.

Several notable companies working in e-commerce and artificial intelligence are stepping up to the earnings podium.

eMemory Technology Inc (ROCO:3529) achieves a 20% revenue increase and expands into AI and high-speed interface applications, despite facing challenges in royalty revenue.

Probably. Capital One's issues are not an isolated problem.

The team discusses GameStop’s proposal to buy eBay, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.

The business fundamentals and valuation are slowly converging on each other.

Cloud revenue is just one part of the story for both tech giants.

The credit card giant is still an evergreen investment.

Block's earnings were impressive, but the most important part could be its future AI potential.

CoreWeave (CRWV) reported first quarter results on Thursday and missed Wall Street's guidance expectations. EMJ Capital founder and president Eric Jackson and Yahoo Finance Senior Business Reporter Ines Ferré chat with Yahoo Finance's Brian Sozzi about the earnings results and the outlook for Nvidia (NVDA) and artificial intelligence (AI) demand.

A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.

Chip stocks are having a moment, and AMD is leading the charge. Oil prices are tanking, too. Here's what you need to know.

Moby summary of Apollo Global Management, Inc.'s Q1 2026 earnings call

AMD reported strong earnings results and fantastic guidance.

Investing.com -- Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, driven by strong demand for its data center chips. Shares rose 17% in premarket trading on Wednesday.

U.S. stocks looked set to extend record highs after Trump walked back an effort to guide commercial ships through the Strait of Hormuz, easing concerns of a near-term escalation in the U.S.-Iran war.