Nvidia (NVDA 0.79%) will post its earnings report for the first quarter of fiscal 2027 (which ended on April 26) on May 20 after the market closes. Many investors will be closely watching this report, since Nvidia is a bellwether and linchpin of the booming AI market. Should you invest in Nvidia, which has rallied more than 60% over the past 12 months and is hovering near its record high, before t...
Nvidia (NVDA 0.79%) will post its earnings report for the first quarter of fiscal 2027 (which ended on April 26) on May 20 after the market closes. Many investors will be closely watching this report, since Nvidia is a bellwether and linchpin of the booming AI market. Should you invest in Nvidia, which has rallied more than 60% over the past 12 months and is hovering near its record high, before that report? What are investors expecting from Nvidia? Nvidia is the world's leading producer of discrete GPUs. Most of the world's largest AI companies are using its data center GPUs to train their large language models (LLMs) and algorithms. It also locks in those clients with its proprietary software and services. Expand NASDAQ : NVDA Nvidia Today's Change ( -0.79 %) $ -1.75 Current Price $ 220.57 Key Data Points Market Cap $5.4T Day's Range $ 217.92 - $ 224.47 52wk Range $ 129.16 - $ 236.54 Volume 3.5M Avg Vol 170M Gross Margin 71.07 % Dividend Yield 0.02 % Nvidia has easily beaten analysts' top- and bottom-line estimates over the past year, but its stock has declined in three of the four quarters in the day after the earnings release. That profit-taking pattern isn't surprising, but investors who exited Nvidia after those earnings reports left a lot of money on the table over the past year. Analysts expect Nvidia's revenue and EPS to grow 73% and 67%, respectively, in fiscal 2027 -- and its stock still looks cheap at 27 times this year's earnings. Therefore, if you expect all of that AI capex from the top hyperscalers to keep boosting Nvidia's revenue and profits -- and you plan to hold its stock for a few years instead of a few quarters -- it won't matter if you buy it before or after its next earnings report.
Xi Jinping has welcomed Vladimir Putin in Beijing, shaking hands with the Russian leader outside the Great Hall of the People, days after the Chinese leader hosted Donald Trump in the same location. Putin and Xi walked down a red carpet rolled out to greet the Russian president, and stood as a military band played their two national anthems. The summit will centre on discussions over bilateral and...
Xi Jinping has welcomed Vladimir Putin in Beijing, shaking hands with the Russian leader outside the Great Hall of the People, days after the Chinese leader hosted Donald Trump in the same location. Putin and Xi walked down a red carpet rolled out to greet the Russian president, and stood as a military band played their two national anthems. The summit will centre on discussions over bilateral and international issues, capped by an intimate tete-a-tete between “old friends” over tea. Coming on the heels of the US president’s visit to the Chinese capital, the optics and outcomes of the meeting between will be closely scrutinised and compared. Xi is known for hosting visiting leaders over tea, but the setting and manner of such encounters can be viewed as a signal of the Chinese leader’s regard for his guest. When Xi hosted Putin for talks in May 2024, the pair ditched their ties as they spoke over tea outdoors in Zhongnanhai, a former imperial garden that now houses the offices of the ruling Communist party and the government. In contrast, Trump’s stroll through the garden and tea with Xi in the same compound, as well as a tour of the Temple of Heaven last week, appeared more choreographed. The rare back-to-back visits to Beijing by the leaders of two major countries deeply at odds with each other politically, militarily and economically have been hailed by Chinese state media as recognition of China’s global standing in an increasingly fragmented world order. Putin was greeted by China’s foreign minister Wang Yi when he landed on Tuesday evening, with an honour guard alongside Chinese youths waving China and Russia’s national flags in a welcome ceremony on the tarmac. About 40 documents are expected to be signed and a 47-page joint statement on their strengthening partnership will be issued, according to the Kremlin. The so-called “no limits” partnership between China and Russia has strengthened since the West imposed sanctions to punish Russia for the war in Ukrain...
Copper edged lower and iron ore declined for a fifth day as concerns mount that global central banks will take a hawkish turn to fight inflation stemming from the war in the Middle East. The red metal fell as much as 0.5% to touch $13,350 a ton in London, its lowest since May 8, while iron ore futures shed as much as 0.9% to hit $106.80 a ton in Singapore. Turmoil in global bond markets has dragge...
Copper edged lower and iron ore declined for a fifth day as concerns mount that global central banks will take a hawkish turn to fight inflation stemming from the war in the Middle East. The red metal fell as much as 0.5% to touch $13,350 a ton in London, its lowest since May 8, while iron ore futures shed as much as 0.9% to hit $106.80 a ton in Singapore. Turmoil in global bond markets has dragged metals lower as the stalemate between the US and Iran threatens to intensify the energy shock sweeping the world. Treasuries climbed to their highest since 2007 as speculation grows for a rate hike from the Federal Reserve. “Expectations for rate cuts in major economies have faded after the inflation surge,” said Wei Ying, analyst with China Industrial Futures Ltd. Metals had rallied earlier in May, with copper hitting a record close and iron ore notching its highest since 2024. But that’s given way to caution as the Iran crisis persists. US President Donald Trump on Tuesday threatened the Islamic Republic with a “ big hit ” if it doesn’t agree a peace deal, although he has previously backed off after similar warnings. Mixed data on China’s economy has also muddied the outlook. Figures released earlier this week showed a marked slowdown in local consumption, with exports no longer enough to ease domestic headwinds. Fixed-asset investment made a surprise return to contraction. “Global growth is largely driven by capital expenditure on artificial intelligence and other technologies, while traditional industries stay weak,” China Industrial’s Wei said. Copper was down 0.2% at $13,390 by 11:34 a.m. Shanghai time, while other base metals fell on the London Metal Exchange. Iron ore on the Singapore Exchange fell 0.7% to trade at $107 a ton.
Broadcom is riding the AI and custom-chip boom while integrating its costly VMware acquisition. Recent earnings and guidance show how strongly data center demand is driving results – but also how much is now at stake if momentum slows. Broadcom is one of the most closely watched semiconductor and infrastructure software companies on Wall Street. After completing the takeover of VMware in late 2023...
Broadcom is riding the AI and custom-chip boom while integrating its costly VMware acquisition. Recent earnings and guidance show how strongly data center demand is driving results – but also how much is now at stake if momentum slows. Broadcom is one of the most closely watched semiconductor and infrastructure software companies on Wall Street. After completing the takeover of VMware in late 2023, the group now combines a powerful chip portfolio with a broad software platform for data centers and cloud customers, a mix that has become especially interesting in the current AI investment cycle. On March 7, 2024, Broadcom reported results for its fiscal first quarter 2024 and raised its full-year revenue outlook, citing stronger demand for custom AI accelerators from large cloud providers, according to Broadcom earnings release as of 03/07/2024. At the same time, the company started reporting VMware within its infrastructure software segment, giving investors a first integrated look at the combined business model. In that release, Broadcom guided for around 50 billion USD in fiscal 2024 revenue, of which approximately 10 billion USD were expected from AI-related semiconductor solutions, according to Reuters as of 03/07/2024. This AI contribution, largely tied to networking chips and custom accelerators for hyperscale cloud operators, underpins much of the current growth narrative and is an important element for investors trying to assess the durability of demand in coming years. As of: 05/20/2026 By the editorial team – specialized in equity coverage. At a glance Name: Broadcom Inc. Broadcom Inc. Sector/industry: Semiconductors and infrastructure software Semiconductors and infrastructure software Headquarters/country: San Jose, United States San Jose, United States Core markets: Data centers, cloud providers, telecoms, enterprise IT Data centers, cloud providers, telecoms, enterprise IT Key revenue drivers: Networking and custom chips, mainframe and infrastructure so...
"It's only four months ago that we felt very threatened by the US, so the timing is not appropriate," says Greenlandic businesswoman and former politician, Maliina Abelsen, who thinks Landry should have waited and who declined an invitation for a meeting.
"It's only four months ago that we felt very threatened by the US, so the timing is not appropriate," says Greenlandic businesswoman and former politician, Maliina Abelsen, who thinks Landry should have waited and who declined an invitation for a meeting.
China’s bonds are diverging further from peers as a fragile economic recovery and ample market liquidity keep local yields anchored despite a global debt selloff. The yield on the nation’s 10-year government notes declined over three basis point this week to 1.73% as of Tuesday, the lowest since mid-August last year. That’s in stark contrast to the US and Japan , where similar-maturity yields have...
China’s bonds are diverging further from peers as a fragile economic recovery and ample market liquidity keep local yields anchored despite a global debt selloff. The yield on the nation’s 10-year government notes declined over three basis point this week to 1.73% as of Tuesday, the lowest since mid-August last year. That’s in stark contrast to the US and Japan , where similar-maturity yields have surged in recent sessions on mounting concern that accelerating inflation will force their central banks to raise interest rates. China’s economy witnessed a broad slowdown in consumption, investment and industrial production in April, official data showed on Monday, reinforcing calls for supportive policy. Demand for local bonds has also been supported by China’s relative insulation from the oil-price spike, thanks to years of investment in renewables and efforts to secure stable energy supplies. Chinese bonds are proving resilient amid the global selloff owing to the central bank’s commitment to ensuring adequate liquidity, a domestic growth recovery that has yet to be consolidated, as well as relatively contained inflation, said Wee Khoon Chong , senior Asia-Pacific market strategist at BNY. In its latest quarterly monetary policy report, the People’s Bank of China reiterated a pledge to adopt “moderately loose” policy and keep liquidity ample to support growth. The gap between the US and China’s 10-year sovereign yield has widened to almost 300 basis points, the highest since early 2025. Meanwhile, the discount China’s 10-year yield has to Japan’s has also widened to 102 basis points, about five times the level seen at the end of 2025.