Nvidia's Q1 Revenue Beat Boosts US Chip Stocks Amid Market Volatility

Nvidia beats Q1 revenue estimates, leading to a 5% increase in share value and a significant rise in US chip stocks. CEO Jensen Huang's optimistic outlook on AI demand boosted investor confidence despite disappointing sales guidance. Analysts upgraded Nvidia's stock and raised price targets. This positive performance impacted other US chipmakers, including Micron Technology, Super Micro Computer, Broadcom, Marvel Technology, Qualcomm, Advanced Micro Devices, Intel, and Taiwan Semiconductor Manufacturing. The Philadelphia Semiconductor Index is down 2.9% year-to-date, with challenges like the export ban on advanced H20 chips affecting Nvidia's operations. The market received a boost from Nvidia's earnings report, leading to favorable tariff news. The S&P 500 Index remains volatile but shows a moderately bullish trend, with analysis including gaps on the SPX chart, McMillan volatility band sell signal, and equity-only put-call ratios.

Latest News

05-30
Post-Bell|US Stocks Eke out Gain; Tesla Rises 0.4%; Nvidia Jumps 3%; JD.com, XPeng up 4%; C3.ai Soars 21%; CoreWeave Falls 9%
Post-Bell|US Stocks Eke out Gain; Tesla Rises 0.4%; Nvidia Jumps 3%; JD.com, XPeng up 4%; C3.ai Soars 21%; CoreWeave Falls 9%
05-30
US STOCKS-Wall Street rises with Nvidia; appeals court reinstates tariffs
US STOCKS-Wall Street rises with Nvidia; appeals court reinstates tariffs
05-30
Truist Securities:维持NVIDIA(NVDA.US)评级,由买入调整至买入评级, 目标价由205.00美元调整至210.00美元。
Truist Securities:维持NVIDIA(NVDA.US)评级,由买入调整至买入评级, 目标价由205.00美元调整至210.00美元。
05-30
Piper Sandler:维持NVIDIA评级,由增持调整至增持评级, 目标价由150.00美元调整至180.00美元。
Piper Sandler:维持NVIDIA评级,由增持调整至增持评级, 目标价由150.00美元调整至180.00美元。
05-30
大摩:维持NVIDIA评级,由增持调整至增持评级, 目标价由160.00美元调整至170.00美元。
大摩:维持NVIDIA评级,由增持调整至增持评级, 目标价由160.00美元调整至170.00美元。
05-30
花旗:维持NVIDIA(NVDA.US)评级,由买入调整至买入评级, 目标价由150.00美元调整至180.00美元。
花旗:维持NVIDIA(NVDA.US)评级,由买入调整至买入评级, 目标价由150.00美元调整至180.00美元。
05-29
Nvidia 'Outgrowing' Expectations, Competition Amid Supply Constraints, Morgan Stanley Says
Nvidia 'Outgrowing' Expectations, Competition Amid Supply Constraints, Morgan Stanley Says
05-29
Nvidia Takes Back the Crown, Overtaking Microsoft as the Most Valuable Company
Nvidia Takes Back the Crown, Overtaking Microsoft as the Most Valuable Company
05-29
巴克莱:维持NVIDIA(NVDA.US)评级,由增持调整至增持评级, 目标价由155.00美元调整至170.00美元。
巴克莱:维持NVIDIA(NVDA.US)评级,由增持调整至增持评级, 目标价由155.00美元调整至170.00美元。
05-29
Top Calls on Wall Street: Nvidia, Tesla, Salesforce, AppLovin, Broadcom, Netflix and More
Top Calls on Wall Street: Nvidia, Tesla, Salesforce, AppLovin, Broadcom, Netflix and More
05-29
Dow Up 100 Points On Gains For NVIDIA Corp., UnitedHealth Shares
Dow Up 100 Points On Gains For NVIDIA Corp., UnitedHealth Shares
05-29
Nvidia Concept Stocks Shined. Navitas Soared 13%; CoreWeave And WeRide Surged 8%; Innoviz Up 7%; Nvidia Up 6%
Nvidia Concept Stocks Shined. Navitas Soared 13%; CoreWeave And WeRide Surged 8%; Innoviz Up 7%; Nvidia Up 6%
05-29
Intel up Marginally, Marvell Technology Gains 1.8%, Micron Technology Advances 3.2%
Intel up Marginally, Marvell Technology Gains 1.8%, Micron Technology Advances 3.2%
05-29
Advanced Micro Devices up 2%, Qualcomm up 1.3%, Broadcom Gains 1%
Advanced Micro Devices up 2%, Qualcomm up 1.3%, Broadcom Gains 1%
05-29
Nvidia Shares Rise 5.5% to an Over Three-Month High After Co Beats Quarterly Sales Estimates
Nvidia Shares Rise 5.5% to an Over Three-Month High After Co Beats Quarterly Sales Estimates
05-29
US Stock Market Opens with Mixed Gains, NVIDIA Rises 5.39%, CoreWeave Up 5.81%
US Stock Market Opens with Mixed Gains, NVIDIA Rises 5.39%, CoreWeave Up 5.81%
05-29
S&P 500 Gains As Court Blocks Trump Tariffs, Nasdaq Jumps After Nvidia’s Strong Results
S&P 500 Gains As Court Blocks Trump Tariffs, Nasdaq Jumps After Nvidia’s Strong Results
05-29
Super Micro and Vertiv Stock Are Rising After Nvidia Earnings. AI Is Still Big. -- Barrons.com
Super Micro and Vertiv Stock Are Rising After Nvidia Earnings. AI Is Still Big. -- Barrons.com
05-29
Pre-Bell|Wall Street Futures Climb After Court Blocks Trump Tariffs; Nvidia Up 5%; Apple And Tesla Gained 2%; HP Fell 10%
Pre-Bell|Wall Street Futures Climb After Court Blocks Trump Tariffs; Nvidia Up 5%; Apple And Tesla Gained 2%; HP Fell 10%
05-29
Oppenheimer analyst likens Nvidia to the best house on the best block
Oppenheimer analyst likens Nvidia to the best house on the best block
05-29
Nvidia Price Target Maintained With a $160.00/Share by Needham
Nvidia Price Target Maintained With a $160.00/Share by Needham
05-29
Markets Love Nvidia Earnings and Tariff Twist. Why Optimism Won't Last. -- Barrons.com
Markets Love Nvidia Earnings and Tariff Twist. Why Optimism Won't Last. -- Barrons.com
05-29
Nvidia Corp : Bofa Global Research Raises Price Objective to $180 From $160
Nvidia Corp : Bofa Global Research Raises Price Objective to $180 From $160
05-29
盘前异动 | 英伟达财报拉动芯片股集体走强,纳微半导体涨超10%
盘前异动 | 英伟达财报拉动芯片股集体走强,纳微半导体涨超10%
05-29
BUZZ-US chipmakers rise after Nvidia's Q1 sales beat
BUZZ-US chipmakers rise after Nvidia's Q1 sales beat
05-29
Stock Track | Marvell Technology Soars 5.91% Pre-market as Chip Sector Rallies on Nvidia's Strong Earnings
Stock Track | Marvell Technology Soars 5.91% Pre-market as Chip Sector Rallies on Nvidia's Strong Earnings
05-29
Intel Rise 1.7%, Marvell Technology up 5.7%, Micron Technology up 3.6%
Intel Rise 1.7%, Marvell Technology up 5.7%, Micron Technology up 3.6%
05-29
US Chip Stocks Rise Premarket After Nvidia Beats Quarterly Sales Estimates
US Chip Stocks Rise Premarket After Nvidia Beats Quarterly Sales Estimates
05-29
Shares of AI Server Makers Rise Premarket After Nvidia Beat Q1 Revenue Estimates
Shares of AI Server Makers Rise Premarket After Nvidia Beat Q1 Revenue Estimates
05-29
Nvidia Shares Rise 5.6% As Sales Hit From China Export Curbs Not As Bad As Feared
Nvidia Shares Rise 5.6% As Sales Hit From China Export Curbs Not As Bad As Feared
05-29
Nvidia Shares Rise 5.5% Premarket After Beating Qtrly Sales Estimates
Nvidia Shares Rise 5.5% Premarket After Beating Qtrly Sales Estimates
05-29
Nvidia Shares Listed in Frankfurt Jump 5.5% After Results, Sales Hit From China Export Curbs Not as Bad as Feared
Nvidia Shares Listed in Frankfurt Jump 5.5% After Results, Sales Hit From China Export Curbs Not as Bad as Feared

User Discussion

avatarNOMS
06-02
$NVIDIA(NVDA)$  how msft is the biggest company really baffles me. Such a clunky shitty company and so many ppl uses it by default of windows. Sad that world. 
Nvidia Takes Back the Crown, Overtaking Microsoft as the Most Valuable Company
$NVIDIA(NVDA)$ Can we hit $145 range after post earnings report ?  Is it still gonna be bullish after Trump admins' 50% tariffs on EU or will it go south?  What do you think Tigers ?  #chips #AI #postearnings #trumpadmin #investmentidea