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A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

Bookings are growing fast and it’s only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company’s GPU business.

Nvidia wavered late while CrowdStrike, Okta, Salesforce are big earnings winners. Is the market setting up or a setup?

Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.

Nvidia—looking to beat analysts' already high expectations for the 15th quarter in a row—may be in league of its own in tech. But Wall Street sure isn't acting like it. The forward price to earnings ratio for shares of the world's most valuable company is dragging behind chip-makers and other large tech players, perhaps because of concerns about financing risks, long-term revenue generation, or expectations that are just too high.

The company nearly doubled its long-term non-handset target in June, while a faster Apple exit and a cost squeeze went straight into the near-term numbers.

Nvidia's stock isn't having its typical huge year.

Another bullish call on Nvidia rival AMD.

Investing.com -- Raymond James upgraded Advanced Micro Devices (NASDAQ: AMD) to Strong Buy from Outperform in a note Tuesday, extending its AI Factory framework to the server CPU market and forecasting an expansion driven by agentic workloads.

Investing.com - U.S. stock futures pointed higher on Tuesday, as investors looked ahead to key inflation data and Nvidia’s quarterly results later this week for fresh clues on the outlook for interest rates and the artificial intelligence trade.

Raymond James upgraded AMD stock to ‘Strong Buy’ from ‘Outperform’ and raised the price target to $641 from $565.

Investors, traders and speculators expect direction from the leaders of the AI revolution and the world's most important central bank.

Investors are cutting accelerator exposure before the report that could reset the entire AI-chip trade.

Marvell Technology will reports earnings on Thursday. Wall Street wants more details on a recently announced agreement with Google.

Here’s what could be next for Nvidia stock.

Yahoo Finance Executive Editor Brian Sozzi breaks down Opening Bid's Stock of the Day, Nvidia (NVDA), ahead of the AI giant’s earnings report on Wednesday. Joined by B. Riley Wealth chief market strategist Art Hogan, Sozzi explores what everyday investors should be watching and how they should approach the highly anticipated call.

Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.

Nvidia stock is in a cup base that has a proper buy point of 236.54. Second-quarter earnings are due Wednesday.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

The investment-grade bond market faces a busy September, but demand for corporate debt suggests anxiety about heavy supply may be overblown, according to Kelsey Berro, a portfolio manager at JPMorgan Asset Management.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

Find insight on Samsung , MPI and more in the latest Market Talks covering technology, media and telecom.

The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

Alphabet Inc.’s Waymo has built a custom chip that the company said will improve the performance of its robotaxis, while also diversifying its chip supply beyond third-party companies such as Nvidia Corp.