S&P 500 Hits 8-Week Win Streak, Longest Since 2023
Wall Street’s eight-week run, its longest since December 2023, lifted the S&P 500 to 7,473 as small caps and quantum names led Friday.
Nvidia
Hot 3.8% April CPI Slams AI Stocks; Nasdaq Falls 1.5%
April CPI printed at 3.8% YoY — the hottest reading since May 2023 — knocking the Nasdaq down 1.5% as Nvidia, Intel and Micron led an AI-led selloff.
Nvidia Drops 4% as China Stalls H200 Chip Purchases
Nvidia slid as much as 4% intraday on May 15 after Trump said Beijing won’t let Chinese firms buy approved H200 chips — stalling a $3.5B annual revenue opportunity.
Nvidia Tops $5 Trillion as AI Chips Power Record Sector Rally
Nvidia reclaims $5 trillion as Intel’s Q1 blowout triggers a historic semiconductor sweep — AMD and Arm Holdings post double-digit gains on the same day.
Google’s Custom AI Chip Bet: The Marvell Deal and What It Means for Semiconductor Stocks
Google is in talks with Marvell to build next-gen AI inference chips. Here’s what the custom silicon arms race means for MRVL, NVDA, and the broader semiconductor sector.
AI Infrastructure Stocks in 2026: Who’s Winning the Semiconductor Arms Race
AI adoption is accelerating across industries, reshaping valuations and competitive moats. Here’s what the latest data reveals about market leaders and …
High Growth Tech Stocks 2026: The $1 Trillion Semiconductor Era and AI Giga-Cycle
AI adoption is accelerating across industries, reshaping valuations and competitive moats. Here’s what the latest data reveals about market leaders and …
DeepSeek AI Shockwave: How a Chinese Startup Wiped $600 Billion from Nvidia and Transformed AI Market Dynamics in January 2025
DeepSeek AI Shockwave: How a Chinese Startup Wiped $600 Bill — get a data-driven breakdown of what’s moving markets and which signals matter for invest…