Futures dipped as U.S. oil prices hit $100 while Micron fell despite blowout earnings. The Dow Jones and S&P 500 undercut recent lows on cautious Powell comments.
Futures dipped as U.S. oil prices hit $100 while Micron fell despite blowout earnings. The Dow Jones and S&P 500 undercut recent lows on cautious Powell comments.
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. NVIDIA (NasdaqGS:NVDA) has resumed H200 AI chip sales to China after securing regulatory approval from both U.S. and Chinese authorities. The company is restarting production and has received purchase orders, reopening a revenue stream that had been heavily constrained for nearly a ye...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. NVIDIA (NasdaqGS:NVDA) has resumed H200 AI chip sales to China after securing regulatory approval from both U.S. and Chinese authorities. The company is restarting production and has received purchase orders, reopening a revenue stream that had been heavily constrained for nearly a year. The decision comes as export controls, new tariffs, and rising local competition continue to shape access to advanced AI hardware in China. NVIDIA sits at the center of the global AI hardware supply chain, with H200 and other data center GPUs used to power training and inference for large AI models. The renewed access to the Chinese market intersects with ongoing export policy limits and a new tariff regime, which continue to influence where and how advanced chips can be deployed. For investors, the focus is less on headlines and more on how these policy boundaries interact with NVIDIA’s core role in AI infrastructure. This development also lands just as NVIDIA prepares its next generation of Vera Rubin chips, so H200 sales into China may matter for how smoothly that transition plays out. The reopened channel could affect near term revenue mix, customer relationships, and competitive positioning against both global peers and Chinese chip makers. Investors tracking NasdaqGS:NVDA may want to watch how management talks about China exposure, licensing conditions, and any future adjustments to export rules. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA Earnings & Revenue Growth as at Mar 2026 4 things going right for NVIDIA that this headline doesn't cover. What the China H200 Resumption Means for NVIDIA Resuming H200 AI chip sales into China, with both U.S. and Chinese approvals in hand, reopens a revenue stream that had been c...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Why Procore’s latest AI move and leadership changes matter for shareholders Procore Technologies (PCOR) is drawing fresh attention after announcing a collaboration with NVIDIA to bring AI deeper into its construction platform, alongside new CFO and CRO appointments that reshape its se...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Why Procore’s latest AI move and leadership changes matter for shareholders Procore Technologies (PCOR) is drawing fresh attention after announcing a collaboration with NVIDIA to bring AI deeper into its construction platform, alongside new CFO and CRO appointments that reshape its senior leadership team. See our latest analysis for Procore Technologies. Recent news around the NVIDIA partnership and new finance and revenue leaders comes as the latest share price of $58.74 sits after a 12.23% 1 month share price return, a 16.13% year to date share price decline, and a 1 year total shareholder return of 15.87% decline, pointing to short term momentum against a weaker multi year experience. If AI led construction platforms interest you, this is a good moment to broaden your watchlist and scan 34 AI infrastructure stocks. With Procore still loss making on US$1,322.509 million of revenue and trading at US$58.74, the real question is whether the AI tie up and leadership refresh leave upside on the table, or if markets already price in future growth? Most Popular Narrative: 19% Undervalued At a last close of $58.74 against a narrative fair value of $72.56, the current price sits below what this widely followed framework implies, putting extra focus on the assumptions behind that gap. Growing regulatory complexity and public sector digital transformation (for example, FedRAMP in-process designation) are expanding Procore's addressable market among government agencies and large contractors, which supports robust long-term backlog growth and can drive multiyear contract expansion, enhancing recurring revenue visibility. Read the complete narrative. Want to see what is baked into that value gap? Revenue growth, margin lift and a rich future earnings multiple all play a role. The tension between growth expectations and required return sits at the heart of this narr...
Annexon NASDAQ: ANNX used its Investor Day presentation to outline the scientific rationale and clinical progress for vonoprument (ANX007), an intravitreal therapy being developed for geographic atrophy (GA) secondary to dry age-related macular degeneration. Company leaders and invited retinal experts emphasized that GA is a progressive neurodegenerative disease marked by photoreceptor loss and ce...
Annexon NASDAQ: ANNX used its Investor Day presentation to outline the scientific rationale and clinical progress for vonoprument (ANX007), an intravitreal therapy being developed for geographic atrophy (GA) secondary to dry age-related macular degeneration. Company leaders and invited retinal experts emphasized that GA is a progressive neurodegenerative disease marked by photoreceptor loss and central vision decline, and argued that preserving visual function—rather than solely slowing lesion growth—should be the clinical priority. Get Annexon alerts: Sign Up Company focus and C1q rationale President and CEO Doug Love described Annexon’s platform as targeting harmful inflammation driven by C1q, the initiating molecule of the classical complement pathway. Love said the company’s approach is intended to stop inflammation “where it starts on diseased tissue,” which he characterized as a competitive advantage over downstream complement approaches such as C3 and C5. Love also highlighted other pipeline efforts, including a Guillain-Barré syndrome (GBS) program for which the company has filed for regulatory approval in Europe and plans to file in the U.S. He said Annexon expects a phase III GA readout in the fourth quarter of this year. GA viewed as a neurodegenerative disease with major unmet need SVP of Ophthalmology and Strategy & Innovation Lloyd Clark, a practicing retina specialist, framed GA as “the largest unmet need in retina today,” stating that there are currently no approved therapies that preserve vision in GA. He described common patient difficulties—especially low-light impairment—and said patients fear loss of independence. Clark cited prevalence figures discussed during the event, including about 8 million people affected worldwide and about 1.5 million in the U.S. He also emphasized that visual acuity remains the “gold standard” endpoint for transformative retinal therapies, noting that historically meaningful approvals in other retinal diseases have be...
Hong Kong stocks fell on Thursday alongside other markets in Asia after the US Federal Reserve signalled that the Iran war complicated the inflation outlook, while oil prices remained elevated amid tensions in the Middle East. The Hang Seng Index fell 1.6 per cent to 25,629.06 as of 9.43am local time. The Hang Seng Tech Index dropped 1.3 per cent. On the mainland, the CSI 300 Index slid 0.8 per ce...
Hong Kong stocks fell on Thursday alongside other markets in Asia after the US Federal Reserve signalled that the Iran war complicated the inflation outlook, while oil prices remained elevated amid tensions in the Middle East. The Hang Seng Index fell 1.6 per cent to 25,629.06 as of 9.43am local time. The Hang Seng Tech Index dropped 1.3 per cent. On the mainland, the CSI 300 Index slid 0.8 per cent and the Shanghai Composite Index retreated 0.7 per cent. Advertisement Tencent Holdings tumbled 5.1 per cent to HK$522.50 on concerns that its heavy investment in artificial intelligence would erode earnings. Fourth-quarter net income for the social media giant had come in line with analysts’ projections. Fed chair Jerome Powell said Middle East hostilities made the path for interest rates difficult to gauge after the central bank left the benchmark borrowing costs in the range of 3.5 per cent to 3.75 per cent in its second policy meeting this year. Hours later, the Hong Kong Monetary Authority kept the city’s base rate at 4 per cent, tracking the Fed to maintain the Hong Kong dollar’s peg to the US dollar. Advertisement “The Fed opted not to change course as it sails across a sea of uncertainty and left the Fed funds rate unchanged,” said Kerry Craig, a strategist at JPMorgan Asset Management. “The decision reflected a more unified view among policymakers as the dispersion in the dot plot narrowed and the Fed acknowledged the difficulty in providing accurate forecasts given that the conflict in the Middle East has widened the range of possible economic outcomes.”