Nvidia’s $80B Buyback and 25x Dividend Hike, Explained
Nvidia returned $20B in Q1, added an $80B buyback authorization, and lifted its dividend 25x – even as it zeroed China out of its outlook.
semiconductor stocks
NVIDIA Hits $81.6B, Guides $91B – Stock Slips on the News
NVIDIA posted record $81.6B Q1 revenue, +85% YoY, and guided Q2 to $91B – yet shares slipped 1.3% after hours.
Chips Roar Back: Intel +6%, AMD +8%, ARM +16% Ahead of Nvidia
Chips snap back: Intel +6.4%, AMD +8.3%, ARM +15.6%, lifted by BofA’s $125B server-CPU call with Nvidia earnings on deck.
Chip Stocks Tumble as $9T Semi Concentration Hits S&P 500
Nvidia, Broadcom, Micron and AMD all fell 3-7% as $9 trillion in chip market cap tests the S&P 500’s record concentration.
S&P 500 Tops 7,400 for the First Time on Trade and AI Tailwinds
The S&P 500 closed above 7,400 for the first time as a US CEO delegation met Chinese officials and Goldman Sachs projected $1T in AI investment.
NVIDIA Breaks to All-Time High Ahead of May 20 Earnings
NVIDIA surges to $221.76, topping its prior 52-week high, as AI chip demand accelerates and Q4 FY2026 revenue hit $68.1B. What Wall Street is watching before May 20.
Cerebras Systems IPO: $3.5B Raise Targets a $28B Valuation
Cerebras Systems targets $3.5B in a May 14 Nasdaq IPO, riding 76% revenue growth and a $10B+ OpenAI compute deal to a valuation near $28 billion.
AMD Tops $10B Revenue as AI Shifts From GPUs to CPUs
AMD surges 11% on a $10.3B Q1 beat as AI demand rotates from pure GPU plays to CPUs and memory chips, lifting the entire semiconductor sector.
Micron’s Best Week Since 2008 Ignites AI Chip Capital Markets
Micron surged 15.5% in its biggest week since 2008 as AI memory demand booms. Here is what it means for CHIPS Act financing, corporate bonds, and the Cerebras and Quantinuum IPO pipeline.
Intel Surges 14% on Report of Apple Chip Manufacturing Deal
Intel jumped 14% on record volume Friday after the WSJ reported Apple and Intel reached a preliminary agreement for Intel to manufacture Apple chips — a potential turning point for Intel’s foundry ambitions.