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Lost Half Its China Business — Then Revenue Nearly Doubled","url":"https://stock-news.laohu8.com/highlight/detail?id=2637335667","media":"Benzinga","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637335667?lang=en_us&edition=fundamental","pubTime":"2026-05-21 20:18","pubTimestamp":1779365884,"startTime":"0","endTime":"0","summary":"Nvidia&#39;s China revenue fell 53% to $4.55B, but total sales jumped 85% to $81.6B as U.S. AI demand surged. Here&#39;s what the filing 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Stanley's BOM Analysis of NVIDIA's Rubin: GPU Share Declines, PCB, MLCC, and ABF Substrate Values Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=1188068712","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188068712?lang=en_us&edition=fundamental","pubTime":"2026-05-21 19:57","pubTimestamp":1779364623,"startTime":"0","endTime":"0","summary":"A comprehensive Bill of Materials (BOM) analysis by Morgan Stanley on NVIDIA's next-generation Rubin rack reveals a significant revaluation of component values that surpasses market expectations. 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Modest After-Hours Selloff Reflects Sky-High Expectations -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2637333908","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637333908?lang=en_us&edition=fundamental","pubTime":"2026-05-21 19:55","pubTimestamp":1779364500,"startTime":"0","endTime":"0","summary":"0755 ET - Nvidia's initial after-hours selloff following 1Q results reflects the heightened expectations of investors, Benchmark analyst Cody Acree says in a note. \"We do not view the reaction as reflective of any specific investor disappointment with the results or guidance,\" Acree says. \"Rather, in our opinion, the more likely explanation is that investors have simply become increasingly complacent in their expectations of Nvidia's outsized execution, making almost any degree of outperformance look like a normal course business rather than a catalyst for a positive re-rating.\" The quarter was very strong, he adds, but the central debate is whether already-elevated AI infrastructure expectations can keep moving higher fast enough to support additional upside for the stock. 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STOCKS-US stock futures slip as oil jumps on renewed Iran tensions","url":"https://stock-news.laohu8.com/highlight/detail?id=2637533352","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637533352?lang=en_us&edition=fundamental","pubTime":"2026-05-21 19:48","pubTimestamp":1779364126,"startTime":"0","endTime":"0","summary":"U.S. stock index futures turned lower on Thursday as oil prices surged following a. that Iran's Supreme Leader Ayatollah Mojtaba Khamenei ordered the country's near-weapons-grade uranium not be sent abroad, dampening peace talk hopes.Brent crude futures LCOc1 jumped 1.8% to $106.93 a barrel after the report. O/R. Crude prices had eased earlier in the session on prospects of diplomatic progress as Pakistan stepped up efforts to accelerate U.S.-Iran talks. But the Reuters report rekindled concerns over Middle East tensions and the potential for prolonged disruption around the Strait of Hormuz.The yield on the benchmark U.S. 10-year Treasury note rose to 4.607%, resuming its recent climb after snapping a three-day run of gains on Wednesday. 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Sector Sees Pullback Post-NVIDIA Earnings, Is the Selloff Overdone? Dual-Listed Innovation 50 ETF Hits New High Before Closing Lower, Ticker 588330 Shows Late-Day Premium! Institutions: Tech Likely Remains High-Growth Sector!","url":"https://stock-news.laohu8.com/highlight/detail?id=1187494132","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187494132?lang=en_us&edition=fundamental","pubTime":"2026-05-21 19:23","pubTimestamp":1779362594,"startTime":"0","endTime":"0","summary":"Markets retreated after an early surge today (May 21st), with the three major A-share indices all falling over 2%. 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& Johnson partners with Abu Dhabi health regulator on global intelligent OR network","url":"https://stock-news.laohu8.com/highlight/detail?id=2637380902","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637380902?lang=en_us&edition=fundamental","pubTime":"2026-05-21 19:07","pubTimestamp":1779361636,"startTime":"0","endTime":"0","summary":"Johnson & Johnson entered a collaboration with the Department of Health - Abu Dhabi to launch a global program to build an open surgical intelligence network, with Abu Dhabi set to become the first node.The initiative will integrate the Polyphonic open digital ecosystem with the emirate’s health system, with AWS and NVIDIA participating as technology partners.Polyphonic Surgery is expected to be deployed across operating rooms to capture high-fidelity surgical video and multimodal data for curation and labeling in a governed infrastructure aimed at accelerating AI development across the surgical workflow.Hospitals including Cleveland Clinic Abu Dhabi, PureHealth, Mediclinic Group, and NMC Healthcare are slated to deploy the platform, supporting real-time collaboration and structured case review while building an anonymized dataset for AI development.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. 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With Nvidia or Chase SpaceX. The Answer Is Clear. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2637380184","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637380184?lang=en_us&edition=fundamental","pubTime":"2026-05-21 19:07","pubTimestamp":1779361620,"startTime":"0","endTime":"0","summary":"A quest for the next big thing is always the holy grail for markets. But if investors are considering whether they should move some of their gains from current AI heavyweight Nvidia into future stock market star SpaceX, it's best to stick with what you know.Nvidia's earnings on Wednesday afternoon were predictably strong. The chip maker is adding significant cash returns to its impressive revenue growth and margins. Perhaps more importantly, it is reacting to a broadening AI processor market, flagging $20 billion in revenue from central-processing unit sales this year, adding to its core graphics-processing units.The initial reaction early Thursday was underwhelming, with Nvidia shares barely moving. The stock has risen 19% in the past three months, so an earnings beat appears to have been priced in. And Nvidia is the victim of the law of large numbers -- it takes a lot to move a $5 trillion 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