Nvidia earnings: here's what analysts are watching Proactive financial news

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) reports first-quarter results after the close on Wednesday, and analysts have a long list of things they want to hear about -- from a potential blockbuster buyback to the rollout of its next-generation chips. Wedbush fully expects Nvidia to again exceed...

Nvidia earnings: here's what analysts are watching Proactive Investors

财联社5月20日讯（编辑 牛占林） 当地时间周三晚间，三星电子工会表示，在与公司达成一项初步薪资协议后，原定于周四开始的罢工行动将被暂停。这意味着一场原本可能扰乱人工智能(AI)芯片及其他半导体生产的劳资冲突，有望得以避免。 该工会宣布，将暂缓原计划由近4.8万名工会成员参与、持续18天的罢工行动，以便就这份初步协议交由工会内部成员进行表决。“原定于5月21日至6月7日举行的全面罢工将推迟，直至另行通知。” 三星电子工会主席崔承浩向记者表示，相关投票将于5月22日至27日举行。此前，工会官网发布的通知显示，投票时间原定为5月23日至28日。 三星电子在另一份声明中表示，劳资双方已就薪资及集体谈判达成初步协议，并承诺“建立成熟且具有建设性的劳资关系”。 三星电子还表示：“公司将尽最大努力履行企业应有的角色与责任，为韩国经济作出更大贡献。” 公司还称，最终能够达成协议，得益于包括政府、员工及公众在内的各方努力，同时也对调解过程中“引发社会担忧”表示歉意。 这项在最后时刻达成的协议，结束了双方数日来反复破裂的谈判。就在周三早些时候，由于谈判再度破裂，工会还曾宣布将按计划举行罢工。不过，在韩国劳动部长金英勋出面协调后，双方于当天晚些时候重启谈判。 金英勋在记者会上表示：“劳资双方均作出一定让步，因此得以找到解决方案。双方并未中断沟通，并通过自主谈判达成了初步协议。我相信，对话拥有解决我们共同问题的力量。 三星电子劳资双方此前就2026年薪资问题进行了多轮谈判，但双方始终未能彻底解决分歧。 据此前报道，双方争议的核心在于，如何在利润丰厚的存储芯片业务与持续亏损的逻辑芯片业务之间分配绩效奖金。 崔承浩表示，双方已经就亏损业务部门的利润分配方案达成一致，相关初步协议细节将很快公布在工会官网上。他并预计，工会成员最终将批准这项薪资协议。 他补充说：“未来我们将竭尽全力，稳定三星电子的劳资关系。” 三星电子约占韩国出口总额的近四分之一，同时也是全球最大的存储芯片制造商。因此，一旦生产受到干扰，可能进一步推高芯片价格，其影响或波及汽车、计算机及智能手机等多个行业。而当前在AI热潮推动下，全球半导体供应本就面临紧张局面。 业内人士此前警告称，若三星电子爆发全面罢工，可能对韩国整体经济造成“天文数字级别”的冲击，预计损失最高可达100万亿韩元(约合669.8亿美元)。

格隆汇5月20日｜受特朗普言论影响，欧洲天然气价格一度跌近8%。美国总统特朗普称与伊朗的谈判已进入最后阶段。

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Key Points Director Bradley Singer sold 25,000 shares for a transaction value of ~$715,000, based on a weighted average price of $28.61 per share on May 13 and May 14, 2026. This sale represented 17.73% of the insider’s total holdings at the time, leaving 100,000 shares indirectly held post-transaction. All shares disposed were held through the Bradley Singer Revocable Trust, with no direct shares sold or gifted in this filing. 10 stocks we like better than Warby Parker › Bradley E. Singer, a member of the Board of Directors at Warby Parker (NYSE:WRBY), reported the sale of 25,000 common shares held indirectly via the Bradley Singer Revocable Trust. The disposition occurred across two open-market transactions valued at approximately $715,000, as disclosed in the SEC Form 4 filing. Transaction summary Metric Value Shares sold (indirect) 25,000 Transaction value ~$715,000 Post-transaction shares (direct) 16,026 Post-transaction shares (indirect) 100,000 Post-transaction value (direct ownership) ~$459,000 Transaction and post-transaction values based on the SEC Form 4 weighted average price ($28.61). Key questions What portion of Bradley Singer’s ownership did this transaction impact? The 25,000 shares sold represented 17.73% of Singer’s combined direct and indirect holdings before the sale. The 25,000 shares sold represented 17.73% of Singer’s combined direct and indirect holdings before the sale. How does the transaction size compare to Singer’s previous selling activity? The 25,000-share sale is the largest of Singer’s two recent sell transactions, exceeding the prior 15,793-share sale on March 4, 2026, and matching the upper end of his historical sell trade range (15,793–25,000 shares). The 25,000-share sale is the largest of Singer’s two recent sell transactions, exceeding the prior 15,793-share sale on March 4, 2026, and matching the upper end of his historical sell trade range (15,793–25,000 shares). Are there any direct holdings or options affected by this tran...

Carvana (NYSE:CVNA) is back in every retail-trader feed after a 287.16% Q4 EPS beat and its 2025 inclusion in the S&P 500 turned the online used-car retailer into the momentum story of the cycle. The setup, though, has cracks worth quantifying. The hot ticker is a mirage for retirement capital. Carvana trades at a forward ... Avoid Carvana and Buy These 2 Stocks Instead

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格隆汇5月20日丨能源与大宗商品分析师Javier Blas表示：“特朗普又说与伊朗的谈判已进入最后阶段，建议市场对此要持极大的保留态度，因为这位总统此前就战争也发表过类似的说法。总而言之，不管你对特朗普有什么看法，但得承认他真的很擅长用言论影响石油市场，非常非常擅长。”

格隆汇5月20日｜美国大型零售商塔吉特(TGT.US)盘中一度跌8%，最低触及117 .05美元。消息面上，塔吉特第一季度季度调整后每股收益为1.71美元，高于分析师平均预期为1.46美元；同店销售额增长5.6%，亦超出分析师预期的2.5%。公司首席执行官表示，尽管我们更新了业绩指引，但鉴于我们深知面前仍有诸多挑战，且宏观经济环境持续存在不确定性，我们仍保持审慎展望。(格隆汇)

The AI Economy, Part 1: Looking Beyond The Facade Authored by Michael Lebowitz via RealInvestmentAdvice.com, The US economy’s curb appeal looks great. Consider that gasoline prices are nearly $5, crude oil is trading above $100, consumer sentiment is at historically low levels, and mortgage and other interest rates have remained relatively high. Yet, despite the worrisome headwinds, the US consumer-driven economy continues to expand. However, as with a house’s curb appeal, it’s not just the headline data that defines an economy. Equally important is its supporting structure. Let’s open the door to our economy to better appreciate how AI is currently impacting it and how it may change in the future. The question we explore here is whether the AI investment boom is genuinely broadening this country’s economic footing or weakening the labor force, the foundation of the economy. We separate the article into two parts. Part one is the optimistic case: an AI-induced, productivity-led economic boom in which the benefits spread quickly to society. Part Two will address a more bearish outlook: the possibility of a large gap in the distribution of AI’s productivity benefits, accruing to corporations much more quickly than to employees. AI Spending Drives GDP The amount of capital flowing into AI infrastructure development and thus GDP is enormous. As shown in the graph below, the capital expenditures (Capex) of just four companies, Amazon, Google, Microsoft, and Meta, are now over $700 billion annually, roughly 7x what they were five years ago. Based on the 2026 Capex expectations, a third of GDP growth could come from the four companies. The AI buildout extends well beyond the four balance sheets noted above. Every dollar of Capex spent by the large hyperscalers creates demand across a wide supply chain. For example, construction firms are building data center campuses the size of small cities, utility companies are scrambling to add generation capacity, domestic semiconduct...

Palantir (NASDAQ:PLTR) is the AI stock retail traders cannot stop talking about, with Reddit sentiment scores spiking to 88 on May 19 and CEO Alex Karp boasting the company is “an n of 1” with a Rule of 40 score of 127%. Yet the valuation tells a very different story. The Palantir Problem: Priced for ... Forget Palantir: 2 Unstoppable AI Stocks to Buy Instead

Image source: The Motley Fool. Wednesday, May 20, 2026 at 8 a.m. ET Call participants Chief Financial Officer — Michael Fiddelke Chief Merchandising Officer — Cara Sylvester Chief Operating Officer — Lisa Roath Chief Financial Officer — James Lee Takeaways Net sales -- $25.4 billion, up 6.7% year over year, marking a $1.6 billion increase from the same quarter last year. -- $25.4 billion, up 6.7% year over year, marking a $1.6 billion increase from the same quarter last year. Comparable sales -- Increased 5.6%, driven primarily by a 4.4% rise in traffic, and broad-based growth across all six core merchandise categories. -- Increased 5.6%, driven primarily by a 4.4% rise in traffic, and broad-based growth across all six core merchandise categories. Channel contribution -- Store channel net sales rose nearly 6%, accounting for over $1 billion of added sales, or about two-thirds of total sales growth; digital channel first-party sales climbed nearly 9%, with same-day delivery up more than 27%. -- Store channel net sales rose nearly 6%, accounting for over $1 billion of added sales, or about two-thirds of total sales growth; digital channel first-party sales climbed nearly 9%, with same-day delivery up more than 27%. Target Plus GMV -- Third-party digital platform GMV grew nearly 60% versus prior year. -- Third-party digital platform GMV grew nearly 60% versus prior year. Gross margin rate -- 29%, an increase of roughly 80 basis points year over year, attributed to productivity initiatives, improved supply chain leverage, higher-margin revenue, and lower markdown rates, partially offset by increased product costs. -- 29%, an increase of roughly 80 basis points year over year, attributed to productivity initiatives, improved supply chain leverage, higher-margin revenue, and lower markdown rates, partially offset by increased product costs. SG&A expense rate -- 21.9%, more than two percentage points above last year’s 19.3%, largely due to last year’s $600 million in legal...

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Getty Images Amid the sharp rebound in long-term yields, investors are suddenly nervous about the health of the bull market. The semiconductor stocks that have powered the majority of the year's gains have begun to falter , and in my view, this is a stark reminder that investors need to prioritize diversifying their portfolios, with a particular emphasis on value. Nike ( NKE ), the global sportswear giant, has been a major decliner that seemingly knows no bottom. The company has lost more than 30% of its value since the start of the year, and relative to pandemic-era highs above $175, Nike has wiped out roughly three-quarters of its market value and lost more than $100 billion in market cap alone. The question for investors now is: when will the bleeding end? Data by YCharts I last wrote a "Buy" article on Nike in February, when the stock was trading at $65 per share. While I acknowledge that the timing of my "B uy" call was certainly premature, I don't see any red flags in Nike that truly justify the sharp selloff in the stock since then. The continued erosion in market value is a function of sentiment, and in taking a fresh look at the stock, I continue to think that the Nike rebound represents a fantastic way to diversify my portfolio against the hardware tech-heavy S&P 500. I reiterate my "Buy" rating here. As a reminder for investors who are newer to Nike, here are the core elements that I view as having the potential to drive a rebound for the company: Innovation. Nike recognizes that part of the reason it’s losing ground to upstart competitors like On is via a lack of product newness. The company notes that it recently submitted 150 new patents. The company is attacking innovation sport by sport, market by market. We’re hopeful that the company can still cash in on its global brand cachet with new products to drive a return to growth. More careful inventory discipline. Simply put, Nike is choosing short-term pain in the hopes of unlocking long-term gains. It’...

格隆汇5月20日｜国际油价短线再度跳水，布伦特原油期货跌超7%至103.28美元/桶，WTI原油期货跌近7%，报97美元。美国总统特朗普称，美国与伊朗的谈判已进入“最后阶段”，我们拭目以待。

Hong Kong’s northern districts were drenched in a downpour on Wednesday night when the Observatory issued an amber rainstorm warning, with multiple flooding reports received across the area. The warning, issued at 9pm, signalled heavy rain exceeding 30mm (1.2 inches) in an hour that was likely to continue, and cautioned of flooding in low-lying and poorly drained areas. At 9.45pm, a flooding alert was issued for the northern New Territories. Advertisement Ta Kwu Ling was among the hardest‑hit areas, the Observatory said, with more than 70mm of rainfall recorded between about 8.45pm and 9.45pm. From 7.45pm to 9.45pm, more than 120mm was recorded in north district. Advertisement By 10.23pm, the Observatory warned that severe rainstorms in the area could cause serious flooding, urging the public to stay vigilant and take precautions.

Trump says he called off new Iran attack at request of Gulf states The US president says he is holding off on an attack planned for Tuesday as "serious negotiations are now taking place".

BofA Finance (BAC) launches auto-callable notes tied to AMD, Broadcom, NVDA Stock Titan

In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:49 04:49 Nvidia is seeing a rare setup for options traders ahead of earnings Options Action There are stocks and then there is Nvidia . The chip giant is almost an asset class in itself, and that makes Wednesday night's earnings a market event. But as investors gear up for the big print, something curious is happening in the options pits. When it comes to options markets, convention is almost always the same: investors pay up for downside protection, pushing implied volatility on out-of-the-money puts above that of equivalent calls. It's the fingerprint of a market that hedges first and speculates second. Nvidia is currently flipping that script. Ahead of earnings, NVDA's short-dated calls are trading at a premium to puts. Positive skew is genuinely uncommon in equities. The market is, in effect, pricing more uncertainty to the upside than the downside. Stock Chart Icon Stock chart icon Nvidia, YTD For options traders, that creates a structural edge worth exploiting. With the stock around $222, the options market implies a roughly $14 move by week's end. The $245 calls sit $23 out of the money. The $205 puts sit just $17 out of the money. The calls are further away — and yet they cost more. That gap is the opportunity, and here's two ways to profit: Trade 1: For existing shareholders (or those who buy the stock today), a zero-cost collar with upside tilt: Sell the $245 call at $1.15 to finance the $205 put. The call premium funds your downside hedge — for free. You cap your gain but create a protective "floor," and the math favors you. Max gain: +$23 (~10.4%). Max loss: −$17 (~7.7%). Trade 2: For bullish participants who only want the options trade with asymmetric risk/reward: the $210 / $240 call spread. Buy the $210/$240 call spread for ~$13. The implied move is roughly $14 — meaning you nearly break even if the stock goes nowhere and potentially make $17 on a price jump. A defi...

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Meta Platforms, Inc. impressed with a more than 30% jump in first?quarter 2026 revenue and ongoing heavy AI investments. At the same time, legal and regulatory risks around social media remain in focus for investors. Meta Platforms, Inc. has started 2026 with strong business momentum, reporting that first?quarter 2026 revenue climbed 33.1% year on year to 56.31 billion US?Dollar, beating Wall Street expectations, according to StockStory as of 05/2026. The owner of Facebook, Instagram and WhatsApp continues to benefit from robust digital advertising demand and ongoing improvements of its AI?driven ad tools. At the same time, sentiment around large social media groups remains volatile. A Los Angeles jury recently ruled that several major platforms were negligent because their products were designed to be addictive and harmful to young users, a case that also weighed on a basket of social media stocks during the afternoon session, according to StockStory as of 05/2026. This highlights the mix of strong financial performance and ongoing legal and regulatory scrutiny that investors in Meta Platforms, Inc. need to monitor. As of: 05/20/2026 By the editorial team – specialized in equity coverage. At a glance Name: Meta Platforms Meta Platforms Sector/industry: Social media, digital advertising, technology Social media, digital advertising, technology Headquarters/country: Menlo Park, United States Menlo Park, United States Core markets: Global users of Facebook, Instagram, WhatsApp and Messenger with a strong revenue focus on advertisers in the US and other developed markets Global users of Facebook, Instagram, WhatsApp and Messenger with a strong revenue focus on advertisers in the US and other developed markets Key revenue drivers: Online advertising across Meta’s family of apps, supported by AI?driven targeting and measurement Online advertising across Meta’s family of apps, supported by AI?driven targeting and measurement Home exchange/listing venue: Nasdaq (ticker: ME...

Let's be honest. None of the Magnificent Seven stocks are "cheap." However, as I discuss in this short video, Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) looks attractive right now from a long-term perspective. *Stock prices used were the morning prices of May 20, 2026. The video was published on May 21, 2026. Continue reading

Sundry Photography Palo Alto Networks ( PANW ) was in the spotlight as Stifel upped its price target on the cybersecurity ahead of its fiscal third-quarter results, set to be released on June 3. “Following its April quarter, we spoke with five Tier-1 cybersecurity VARs/SIs ($2B+ combined annual Palo spend) for an updated view on overall demand trends along with a closer look at Palo-specific results,” analyst Adam Borg wrote in a note to clients. “As it relates to Palo's F3Q results, 3 partners were above expectations (including 2 that were well above) and 2 partners were in line. Across the board, partners were very positive on the company's overall platform opportunity, CyberArk acquisition, and AI positioning. Given these checks along with a solid print from Fortinet, we expect at-least in-line results both organically and inorganically, with FY26 guidance at-least reaffirmed to walked up with any upside.” Borg upped his price target on Palo Alto to $275 from $185 and reiterated his Buy rating. Palo Alto shares were up nearly 3% in late morning trading on Wednesday. More on Palo Alto Networks Palo Alto Networks: The AI Security Inflection Point Is Undervalued Palo Alto Networks: AI Means Business, And The Valuation Isn't Low Enough Yet Palo Alto Networks Still Has Room To Run Despite A Rich Valuation Mythos drives potential upside for cybersecurity firms ahead of earnings: KeyBanc Snowflake, Palo Alto Networks, CrowdStrike see favorable checks ahead of results: Mizuho

Erikona Take-Two ( TTWO ) is scheduled to report a nearly 2% decline in its top line when it releases its fourth-quarter results on May 21, after the market closes. Investors will also be looking out for information related to the highly anticipated release of GTA VI. The consensus EPS Estimate is $0.56 , while revenue is projected to come around $1.55B. Over the last 1 year, TTWO has beaten revenue estimates 50% of the time, while EPS estimates have never come ahead of expectations. Analysts’ sentiment is muted ahead of the earnings, with EPS and revenue estimates having seen 1 upward revision and 1 downward move over the last three months. The management sees Q4 net bookings in the range of $1.51B to $1.56B. Recurrent consumer spending is expected to increase by ~7%. For the full year, the management had raised the full fiscal year net bookings outlook to $6.65B to $6.7B, up from the prior range, reflecting outperformance and higher expectations for key titles in Q4. Recurrent consumer spending was projected to grow by ~17% in FY26. Overall, the Q4 print is expected to be uneventful as investors and management continue to focus on the highly anticipated GTA VI launch slated for November 19, said Seeking Alpha analyst Gytis Zizys . “Any delay in GTA VI's release or underperformance in live services like GTA Online or NBA 2K could materially impact near-term results and sentiment,” he added. More on Take-Two Take-Two Interactive Q4 Preview: GTA VI Release Can't Come Soon Enough Take-Two Interactive: What The Market Is Missing About The GTA VI (Rating Upgrade) Kalshi traders assign an 80% probability that Grand Theft Auto 6 is coming in November Options price in Take-Two event as 'Grand Theft Auto' presale buzz builds Seeking Alpha’s Quant Rating on Take-Two

美国2至10年期国债收益率日内下跌至少10个基点 2026-05-20 23:20:55 来源： 同花顺7x24快讯 分享 文章提及标的 十年债 -- 美国2至10年期国债收益率日内下跌至少10个基点。美国10年期国债收益率在当天下降了10个基点，降至4.56%。

Something very unusual is happening with Nvidia options CNBC

格隆汇5月20日丨美国10年期国债收益率当日下跌10个基点，至4.56%。