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Midday Stories: Supreme Leader Says Enriched Uranium Must Stay in Iran; Nvidia Q1 Earnings, Q2 Guidance Top Estimates, But Shares Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=2637330071","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637330071?lang=en_us&edition=fundamental","pubTime":"2026-05-21 23:47","pubTimestamp":1779378439,"startTime":"0","endTime":"0","summary":"All three major US stock indexes were down and oil prices were up after Iran's supreme leader issued a directive ordering that Iran's near-weapons-grade uranium must stay in the country, Reuters 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RBC also pointed to share gains among frontier model developers and AI cloud providers, as well as strong networking growth, reinforcing Nvidia's position across the AI infrastructure stack.Despite valuation and long-term AI infrastructure spending debates, RBC expects strong double-digit growth for Nvidia through calendar 2027. 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Calls on Wall Street: Nvidia, Meta, Dell, FedEx, Amazon, Etsy, ASML and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1162619805","media":"Tiger Newspress","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162619805?lang=en_us&edition=fundamental","pubTime":"2026-05-21 23:25","pubTimestamp":1779377109,"startTime":"0","endTime":"0","summary":"Here are Thursday’s biggest calls on Wall Street: Roth Capital Partners initiates coverage of SailPoint with a Buy rating and a $19 price target, saying the identity-security company is a 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can deliver chips - but it can't buy Big Tech out of its credit and power-grid crisis","url":"https://stock-news.laohu8.com/highlight/detail?id=2637337433","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637337433?lang=en_us&edition=fundamental","pubTime":"2026-05-21 23:05","pubTimestamp":1779375900,"startTime":"0","endTime":"0","summary":"Quarterly earnings won't fix a chaotic trade war with China, climbing credit premiums or AI infrastructure limits. Nvidia, led by CEO Jensen Huang, reported no China data-center compute revenue in its fiscal first quarter and is not assuming any in its current-quarter outlook either, with uncertainty over whether Beijing will allow any imports at all.Every component of the AI buildout - power, silicon, steel, water - is in short supply and getting more expensive.China once accounted for at least one-fifth of Nvidia's data-center revenue. That share is now effectively zero, at least by the company's own accounting. Nvidia reported no China data-center compute revenue in its fiscal first quarter and is not assuming any in its current-quarter outlook either, with uncertainty over whether Beijing will allow any imports at all.For Nvidia investors, the China situation is not simply a temporary revenue glitch. 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Vera Rubin Ramp Could Reinforce Leadership in AI Factory Economics, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2637233725","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637233725?lang=en_us&edition=fundamental","pubTime":"2026-05-21 23:02","pubTimestamp":1779375769,"startTime":"0","endTime":"0","summary":"Nvidia  delivered a clean Q1 beat and raise on all metrics, and its expected ramp of its Vera Rubin platform could reinforce its leadership in AI factory economics, Morgan Stanley said in a note Thursday.Market share concerns are likely dissipating, with Vera Rubin offering a competitive advantage and understanding that the elevated benchmark weighting creates certain headwinds, although valuation at about half of AI peers stands out, according to the note.Nvidia has consistently delivered the lowest cost per token on its hardware, and is expected to maintain that advantage, the brokerage said. Current products are being benchmarked against competitors' upcoming chips like AMD MI455 or TPU v8, even though Vera Rubin will likely reach general availability before either of those, Morgan Stanley said.For the October quarter, the brokerage said it now expects revenue of about $102.35 billion and non-GAAP earnings per share of $2.34, up from about $99.02 billion and $2.25, respectively. 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Full-Stack AI Portfolio Uniquely Positioned in Expanding AI Market, BofA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2637033738","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637033738?lang=en_us&edition=fundamental","pubTime":"2026-05-21 22:50","pubTimestamp":1779375004,"startTime":"0","endTime":"0","summary":"Nvidia's  full-stack AI portfolio is uniquely positioned to benefit from rapid growth in the AI market, which could expand to a $3 trillion to $4 trillion total addressable market by 2030, BofA Securities said.The brokerage said in a Wednesday research report that it raised its fiscal 2027 and 2028 EPS guidance by 9% and 15%, respectively, to $9.09 and $13.27. It cited the company's full-stack positioning, higher gross margins, free cash flow and emerging leadership in agentic CPU of a $200 billion total addressable market.The investment firm said it likes the company's diversification of growth engines across hyperscale and AI cloud. 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Applied Digital up 18%; NEBIUS up 17%; WhiteFiber up 13%; ARM Holdings, Lumentum up 9% Each; CoreWeave up Nearly 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1192475061","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192475061?lang=en_us&edition=fundamental","pubTime":"2026-05-21 22:46","pubTimestamp":1779374798,"startTime":"0","endTime":"0","summary":"Nvidia-linked shares rallied on Thursday. 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STOCKS-Wall St slips as oil jumps on renewed Mideast concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=2637323173","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637323173?lang=en_us&edition=fundamental","pubTime":"2026-05-21 22:24","pubTimestamp":1779373456,"startTime":"0","endTime":"0","summary":"US STOCKS-Wall St slips as oil jumps on renewed Mideast concernsIndexes down: Dow 0.1%, S&P 500 0.3%, Nasdaq 0.5%Nvidia down after results fail to uplift investors Walmart falls after maintaining annual targetsQuantum stocks jump on US investment in exchange for stakesUS manufacturing activity rises to four-year high in MayUpdates for market openBy Ragini Mathur and Utkarsh    Hathi. Shares of Nvidia NVDA.O, the world's most valuable company, edged down 0.6% as the AI heavyweight's upbeat second-quarter revenue. and an $80 billion share repurchase program left investors unimpressed.Its stock has jumped almost 20% so far this year but the pace of growth has slowed as investors believe Nvidia will face tougher competition, not only from Big Tech but also chip rivals including Intel INTC.O and Advanced Micro Devices AMD.O.At 9:58 a.m. ET, the Dow Jones Industrial Average .DJI. Investors also monitored SpaceX after the company unveiled its IPO filing on Wednesday, giving the market its 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