Mike Santoli looks at the market set-up ahead of Nvidia’s earnings report.
Category: Uncategorized
Why the Trump administration’s Intel stake may not be a slam dunk for investors
Intel has essentially become a vehicle for U.S. industrial policy and investors will be taken along for the ride, according to Wolfe Research.
A main chip sector ETF is trapped in a box. Can Nvidia earnings break it out?
Frank Cappelleri breaks down a bunch of charts on the VanEck Semiconductor ETF (SMH) ahead of Nvidia’s results.
Watch out: These stocks are the most correlated to Nvidia as the earnings get set to hit the Street
Other semiconductors stocks could also rise in sympathy if Nvidia posts better-than-expected fiscal second-quarter results on Wednesday afternoon.
This chip stock will ride the AI wave to a 30% gain over the next 12 months, CLSA says
Micron Technology has already surged nearly 40% in 2025.
Taylor Swift and Travis Kelce wearing Ralph Lauren in engagement photo could prove positive catalyst for stock, Jefferies says
One analyst called the engagement “mission success” for the apparel maker.
Using options to trade this pharma name that has multiple tailwinds in its favor
Options trader Tony Zhang breaks down this call vertical trade on a pharma stock.
JPMorgan downgrades Krispy Kreme to underweight, says proposed turnaround plan won’t save it from ‘survivor mode’
JPMorgan said Krispy Kreme may be overestimating its product demand when in reality, its brand novelty has diminished.
Here are Wednesday’s biggest analyst calls: Nvidia, Apple, Ralph Lauren, DoorDash, CoreWeave, Krispy Kreme & more
Here are Wednesday’s biggest calls on Wall Street.
One notable trader thinks Nvidia could disappoint
Frank Holland breaks down what traders are watching ahead of the new session.