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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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MARKETS-S&P 500 breadth gap hits 35-year high as megacaps lead","url":"https://stock-news.laohu8.com/highlight/detail?id=2637833413","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637833413?lang=en_us&edition=fundamental","pubTime":"2026-05-21 22:06","pubTimestamp":1779372408,"startTime":"0","endTime":"0","summary":"The S&P 500 and the Nasdaq have notched all-time highs thanks to AI-optimism and strong earnings, but the rally remains notably narrow, with tech megacaps doing most of the heavy lifting.UBS analysts note that in the six weeks to May 15, the market-cap-weighted S&P 500 .SPX beat its equal-weighted counterpart .SPXEW by the widest margin in at least 35 years.      Given how much value has been driven by megacap AI names, UBS recommends trimming outsized positions and guarding against concentration risk.They add that markets could take a breather as earnings draw to a close and focus returns to the unresolved situation in the Middle East. Swissquote Bank's Ipek Ozkardeskaya says she has been watching market breadth with much of the gains concentrated in a handful of tech companies that are \"priced at perfection.\"\"If anything goes wrong in terms of their pricing then we could see a meltdown which would look like a bubble burst,\" the senior market analyst 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bets on Vera CPUs and AI chips to boost 2026 revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=2637331769","media":"Reuters","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637331769?lang=en_us&edition=fundamental","pubTime":"2026-05-21 21:46","pubTimestamp":1779371181,"startTime":"0","endTime":"0","summary":"BUZZ-Nvidia bets on Vera CPUs and AI chips to boost 2026 revenue  ** Shares of Nvidia NVDA.O up 1.3% in early trading ** CEO Jensen Huang on Wednesday reassured investors that growth can continue, driven by strong demand and new AI chip products that could top its $1 trillion sales target** Co expects revenue of $91 bln plus or minus 2%, compared with estimates of $86.84 bln** Huang said co’s new “Vera” CPUs open up a $200 billion market, with it expecting $20 billion in revenue from Vera this fiscal year, separate from its earlier $1 trillion Blackwell and Rubin projections for 2025–2027** HSBC expects momentum from 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Rebound Loses Steam After Nvidia Earnings -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2637138331","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637138331?lang=en_us&edition=fundamental","pubTime":"2026-05-21 21:40","pubTimestamp":1779370800,"startTime":"0","endTime":"0","summary":"The momentum behind U.S. stocks seems to have fizzled, after Nvidia's stronger-than-expected results failed to add further juice to the American AI trade.The chip giant reported record sales and income, but that wasn't enough to satisfy investors, who sent its stock wobbling ahead of the open. Nvidia shares are now ticking up, but all three indexes are lower, likely also dragged by pessimism around negotiations to end the war in the Middle East.Brent crude futures jumped above $108 a barrel and the 10-year Treasury yield topped 4.6% again after Reuters reported that Iran's Supreme Leader said the country's enriched uranium should not be sent abroad. The fate of Iran's nuclear material is a key sticking point in negotiations between the U.S. and Iran.The mood was more positive in Asia, where South Korean and Japanese stocks surged on renewed AI enthusiasm. 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beats again – but Wall Street’s expectations keep rising","url":"https://stock-news.laohu8.com/highlight/detail?id=2637433143","media":"cityam","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637433143?lang=en_us&edition=fundamental","pubTime":"2026-05-21 21:28","pubTimestamp":1779370085,"startTime":"0","endTime":"0","summary":"The real focus was on Nvidia’s data centre business Nvidia delivered another record-breaking quarter on Wednesday night, extending its dominance at the centre of the AI boom – but investors are increasingly asking how long the explosive growth can continue.The world’s most valuable company reported first-quarter revenue of $81.6bn, up 85 per cent year-on-year and ahead of Wall Street forecasts of $78.9bn.Net income climbed to $58.3bn, while adjusted earnings per share came in at $1.87, also beating analyst expectations.As ever, the real focus was on Nvidia’s data centre business, which has become the backbone of the global AI arms race.The numbers reinforced Nvidia’s position as the clearest corporate winner from the AI boom, with analysts increasingly viewing its earnings as a broader test of whether the vast spending spree around AI is continuing at full speed.China and competition cloud blockbuster quarterYet despite another near-flawless set of results, Nvidia shares slipped in 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Chips Seen as Cost-Per-Token Leaders -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2637331814","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637331814?lang=en_us&edition=fundamental","pubTime":"2026-05-21 21:27","pubTimestamp":1779370020,"startTime":"0","endTime":"0","summary":"0926 ET - Morgan Stanley analysts buy Nvidia's claim that the company's chips offer the lowest cost-per-token on the market, despite competitors' claims that alternative chips have better token economics. Still, the analysts say comparisons with Blackwell chips remain important, as current AI investment levels won't be satisfied with Vera Rubin for several quarters. However, they say in a note they still believe \"the Nvidia truism that lower cost silicon has not been proven to deliver lower cost per tokens, until proven otherwise, and that having the best in class capability is a considerable advantage for customers that want the longest useful life.\" 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Vera Shipments On Track As CPU Demand Rises -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2637339404","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637339404?lang=en_us&edition=fundamental","pubTime":"2026-05-21 21:11","pubTimestamp":1779369060,"startTime":"0","endTime":"0","summary":"0911 ET - Nvidia remains on track to begin shipping Vera Rubin chips in 3Q. Benchmark analyst Cody Acree says in a note that an important point from 1Q results is \"that the company now expects $20B of FY27 standalone Vera CPU revenue that is not included in the $1T Blackwell/Rubin framework.\" He also says \"management framed Vera CPUs as a new $200B+ TAM for agentic workloads.\" Acree says agentic artificial-intelligence workloads are adding to CPU demand. \"That architecture makes Vera a potential additive revenue layer rather than a replacement for GPU demand,\" he says, adding that \"management's tone suggested Vera could be supply constrained throughout the life of the Vera Rubin platform.\" The company continues to see a $1 trillion revenue opportunity for Vera and Blackwell chips through the end of 2027. 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Stock Price Forecast — Top Analysts Raise Targets after Q1 Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2637393633","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637393633?lang=en_us&edition=fundamental","pubTime":"2026-05-21 20:56","pubTimestamp":1779368192,"startTime":"0","endTime":"0","summary":"Nvidia ($NVDA) delivered a strong Q1 earnings beat, prompting several Wall Street analysts to raise their price targets. The upbeat results, 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WORLD NEWSLETTER-The trillion-dollar listing rush","url":"https://stock-news.laohu8.com/highlight/detail?id=2637533642","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637533642?lang=en_us&edition=fundamental","pubTime":"2026-05-21 20:52","pubTimestamp":1779367939,"startTime":"0","endTime":"0","summary":"ECON WORLD NEWSLETTER-The trillion-dollar listing rushBy Carmel Crimmins. Check out this week’s Econ World podcast, hosted by my colleague Ethan Plotkin. It takes a look at how the Dutch manage to work less than everyone else but still have healthy productivity levels, pensions and, crucially, Fridays free to bake. Watch it here.THE HEADLINES. Iran is consolidating control of Hormuz with island checkpoints, diplomatic deals – and sometimes ‘fees’。US charges Raúl Castro with murder as Trump escalates pressure on 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