Nvidia’s data-center sales likely to eclipse gaming — that might not be a good thing

Nvidia Corp.’s data-center sales are expected to edge out its gaming sales in fiscal first-quarter results, as demand from server farms remains high and gaming interest has subsided from rabid levels ...

Nvidia Earnings Aren’t Due for a Week. Why This Analyst Is Already Worried.

Text size Nvidia has consistently beat estimates and raised its financial forecasts over the past two years. Courtesy Nvidia Nvidia might not substantially raise its financial forecasts or turn in hig...

15 stocks that have fallen at least 33% but by these measures are still standouts in their sectors

During a year in which more than half of the stocks in the S&P 500 Index have declined 10% or more, you have probably seen the term “oversold” being bandied about. But what does oversold really me...

Nvidia Is a ‘Core Holding,’ Analyst Says. But It Faces Short-Term Gaming Headwinds.

Text size A sign is posted in front of the Nvidia headquarters. Justin Sullivan/Getty Images Don’t sell your shares of Nvidia just yet, Morgan Stanley has recommended. The stock remains a “core holdin...

With interest rates rising, it’s time to focus on MANG stocks instead of FAANG, according to Jefferies

Heading into the Federal Open Market Committee’s policy meeting, analysts at Jefferies on May 3 advised investors to avoid the popular FAANG + Microsoft group of stocks. They pointed instead to a grou...

AMD, Nvidia, and Qualcomm Stocks Fall After Intel Flags Problems Ahead

Text size The surge in demand for chips may now have passed its peak. Courtesy AMD Chip makers including AMD , Nvidia , and Qualcomm fell in early trading after Intel warned that demand for computers ...

Why semiconductor stocks are ‘almost uninvestable’ despite record earnings amid a global shortage

The PHLX Semiconductor Index SOX, +1.76%, which hit a record high of 4,039.51 on Dec. 27, fell 13% over the first quarter of 2022, and as of Monday, is down about 24% year to date, putting it firmly i...

Big Pension Sells GM and Nvidia Stock. It Bought Ford and Intel.

Text size GMC vehicles Brandon Bell/Getty Images Alabama’s pension has made some intra-sector trades among its bigger investments. Retirement Systems of Alabama slashed an investment in General Motors...

Stock Market Today: Dow Futures Slide, Oil Prices Fall With Earnings Ahead

Stocks were falling on Monday, extending declines from Friday as investor attention remained on Federal Reserve policy and U.S. corporate earnings. Futures for the Dow Jones Industrial Average retreat...

Nvidia Stock Could Be in for Trouble. Evidence Is Piling Up.

Text size Nvidia is now the most valuable semiconductor company in the U.S. Dreamstime Nvidia ’s incredible winning streak may soon be coming to an end. The red-hot maker of graphics chips is facing h...

Nvidia Stock Gains on Upgrade. Ethereum Won’t Crash It the Way Bitcoin Did.

Text size Gamers compete at the ‘Nvidia’ booth during the Electronic Entertainment Expo E3 in Los Angeles. Christian Petersen/Getty Images Nvidia stock was rising Wednesday after it receiv...

Nvidia’s Gaming and Datacenter Outlook Is Strong. The Stock Gets an Upgrade.

Text size Gamers compete at the ‘Nvidia’ booth during the Electronic Entertainment Expo E3 in Los Angeles. Christian Petersen/Getty Images Nvidia stock was rising Wednesday after it receiv...

The end of one-chip wonders: Why Nvidia, Intel and AMD’s valuations have experienced massive upheaval

It wasn’t too long ago that Intel Corp. was the unquestioned king of U.S. chip makers and the largest semiconductor company by market capitalization. It’s also not long since most computing was done w...

Nvidia stock stumbles after Baird voices concern about graphics business

Shares of Nvidia Corp. shares were slipping Monday after an analyst took a more cautious outlook on the company’s gaming business. Baird’s Tristan Gerra downgraded Nvidia’s stock NVDA, -5.20% to neutr...

Nvidia Stock Is Downgraded. China and Russia Are Headwinds.

Text size Dreamstime Nvidia shares were falling on Monday after the stock was downgraded by a Baird analyst, who cited concerns over slowing consumer demand exacerbated by the Russian embargo. Nvidia ...

Nvidia, AMD, Intel Price Targets Are Cut. This Analyst Sees Chip Demand Slowing.

Text size Dreamstime Semiconductor stocks have soared over the last few quarters, driven higher by robust demand for chips amid a global supply shortage. But the tide may be turning for semiconductor ...

Opinion: I’ve always pounded the table on revolutionary companies. Now I’ve found myself buying Intel’s stock

This may be a surprise for those of you who have been following me on MarketWatch, as I have focused on finding Revolutionary companies early on and holding on to them, usually forever. Intel is a com...

Nvidia Stock Is Rising. There’s a New Street-High Price Target.

Text size Nvidia headquarters Justin Sullivan/Getty Images Nvidia stock edged higher Tuesday after a Tigress Financial Partners analyst raised his price target for chip maker to a new Wall Street high...

Nvidia’s $1 trillion ambitions draw cheers as software becomes a bigger piece of the pie

Nvidia Corp.’s pursuit of what it sees as a $1 trillion opportunity won praise from analysts following the company’s investor-day presentation, even though the chipmaker’s stock conveyed a more muted ...

Nvidia’s Investor Day Was a Hit. That Hasn’t Stopped the Stock From Falling.

Text size Nvidia CEO Jensen Huang is betting big on AI. Ethan Miller/Getty Images Nvidia ’s investor day and its flagship technical conference have been a hit on Wall Street this week—but that couldn’...

Nvidia Investor Day: What It Means for the Stock

Text size Shares of Nvidia have risen roughly 14% in the past month. Justin Sullivan/Getty Images Nvidia kicks off its investor day at 10 a.m. Pacific time on Tuesday, following a follow a keynote spe...

Nvidia Has Its Investor Day on Tuesday. What to Expect.

Text size Shares of Nvidia have risen roughly 14% in the past month. Justin Sullivan/Getty Images Nvidia kicks off its investor day at 10 a.m. Pacific time on Tuesday, following a follow a keynote spe...

Tesla Stock, Nvidia Were Sold by Retail Traders. Here’s What They Bought.

Text size (Photo by CHRIS DELMAS/AFP via Getty Images) AFP via Getty Images Retail traders were taking a cautious approach by selling stocks like Tesla and Nvidia as the markets gained for a third con...

Nvidia Stock Needs a Catalyst. It Could Get One Next Week.

Text size After rocketing higher in 2021, Nvidia shares have been under pressure in 2022. Remus Rigo/Dreamstime.com Like much of the rest of the stock market, to say nothing of the beaten-down tech se...

Apple and Nvidia Are Picked by Robot Trader That Dumped Google and Meta

Text size The robot trader likes Apple and Nvidia stock. Fresco/Evening Standard/Getty Images Apple and Nvidia were two stocks singled out for gains in March by a fund with holdings picked by artifici...

Norway’s Central Bank Sells Apple Stock. It Bought Nvidia, Plug Power, and NIO.

Text size The iPhone 13 displayed at the Fifth Avenue Apple Store Spencer Platt/Getty Images Norway’s central bank recently trimmed its exposure to iPhones, and increased investments in the ecosystem ...

Broadcom Earnings Are Good News for Nvidia Stock. Here’s Why.

Broadcom chip G0d4ather/Dreamstime.com Text size Broadcom stock is jumping after the company reported stronger-than-expected earnings—and that could be good news for shares of Nvidia and other chip co...

Ukraine Invasion Sends Chill Through TSMC Shares

Text size Taiwan Semiconductor Manufacturing saw its share slide Tuesday even as those of most other chipmakers rose. Sam Yeh / AFP via Getty Images Taiwan Semiconductor Manufacturing shares dropped T...

Nvidia Can’t Catch a Break. Why Its Stock Is Still a Buy.

Text size Nvidia stock was falling Thursday despite a “beat and raise” earnings result. Dreamstime Nvidia can’t seem to catch a break. The chip maker delivered what Wall Street was expecti...

Nvidia Can’t Catch a Break. The Stock Is Falling but Is Still a Buy.

Text size Nvidia stock was falling Thursday despite a “beat and raise” earnings result. Dreamstime Nvidia can’t seem to catch a break. The chip maker delivered what Wall Street was expecti...

Nvidia’s Earnings Are Today. What to Expect.

Text size The graphic chip giant has become the top semiconductor maker in the U.S., eclipsing Intel. Justin Sullivan/Getty Images Graphics chip giant Nvidia is expected to post strong financial resul...

Nvidia’s Earnings Could Be a Big Win. What to Expect.

Text size Solid performance is expected in the chip maker’s gaming and data center businesses when it reports earnings Wednesday. Justin Sullivan/Getty Images Nvidia could be a big winner this e...