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The Latest Breaking News from Nvidia

Cerebras Stock Pulls Back After Blockbuster IPO. Here's What's Next for the Potential Nvidia Rival.

Cerebras stock retreated as its blockbuster debut triggered massive profit-taking. But long-term investors should consider buying CBRS shares on this dip.

Barchart

America's most powerful CEOs don't have much to show from their China trip so far

The presence of a group of some of the most powerful U.S. corporate leaders - representing companies like Apple, Meta, Boeing, Cargill and Goldman Sachs - underscores the importance of the Chinese market, even as political leaders navigate strained ties over trade, artificial intelligence and broader geopolitical tensions.

The Economic Times

Alibaba’s AI Growth Fails to Mask Plunging Profits: How to Play BABA Stock After Q4 Earnings

Alibaba stock is trading lower after yet another profit miss. The company's AI business, meanwhile, continues to grow at a stellar pace.

Barchart

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18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breath

Samsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-day walkout starting May 21, 2026. Samsung's memory chip workers were offered 607% salary bonuses — six times more than logic chip and foundry engineers building AI…

The Economic Times

Red carpet and red lines: Xi charmed Trump but gave up nothing

Wrapping up a two-day summit in Beijing, President Donald Trump has taken a step towards reducing tensions, but the gathering did not result in any major trade agreements or diplomatic milestones. The visit created an atmosphere of personal rapport and introduced a framework aimed at promoting 'strategic stability'.

The Economic Times

Despite Donald Trump and Jensen Huang flying out to the country, China has not yet approved the sale of Nvidia AI chips

This is after Trump turned up in China to increase AI trade.

PC Gamer

I really hope you weren't considering a GPU upgrade this year, as Nvidia may raise the price of the already pricey RTX 5090 by as much as $300

Memory is proving an expensive problem.

PC Gamer

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Nvidia, Boeing stocks crash even after Trump-China summit deal headlines: Why are stocks collapsing and what does today’s sharp US stock market selloff reveal about China trade tensions?

Nvidia and Boeing stocks crashed on May 15, 2026, falling 3.83% and 2.86% respectively, even as Trump announced major China deals. Beijing never formally confirmed the Boeing 200-plane order. Nvidia's H200 chip clearance has no Chinese approval yet. Jensen Huang stayed in Beijing after the delegation left. The PHLX Semiconductor…

The Economic Times

Why is US stock market falling today? Dow Jones, S&P 500 and Nasdaq crash after Trump concludes China visit - Nvidia and Amazon stocks sink amid inflation fears and Iran war uncertainty shaking Wall Street

US stock market today suffered a sharp selloff as the Dow Jones, S&P 500, and Nasdaq crashed after President Donald Trump ended his China visit without easing deeper market fears. The S&P 500 fell 0.86% to 7,436, the Nasdaq dropped 1.25%, and the Dow lost 366 points to 49,697. Nvidia…

The Economic Times

Trump-Xi summit: Cautious progress on trade, ties and some ‘win-wins’

President Donald Trump departed China on May 15, 2026, after a two-day summit with Chinese leader Xi Jinping that was scrutinized from every angle for clues on where the relationship is heading.

The Conversation

Trump says China is blocking Nvidia H200 purchases despite US approval — says country 'chose not to' sanction purchases, pushing homegrown chips instead

President Donald Trump said on Friday that Beijing is refusing to let Chinese companies buy Nvidia's H200 AI chips.

Tom’s Hardware

Digi Power X Q1 Earnings Call Highlights

Digi Power X (NASDAQ:DGXX) said its first-quarter 2026 results reflected a strategic transition away from cryptocurrency mining and toward AI computing infrastructure, with management highlighting positive adjusted EBITDA, a debt-free balance sheet and the start of AI-related revenue in May. Chief

MarketBeat

3 AI Data Center Stocks Worth Watching for Capital Rotation

As AI infrastructure investment shifts beyond semiconductors, data center companies like Applied Digital, IREN, and CoreWeave are emerging as potential beneficiaries.

MarketBeat

Abortion by Mail

Plus: Chinese relations, far-right extremists, Yale discriminated, and more...

Reason

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Barchart

Dear Nvidia Stock Fans, Mark Your Calendars for May 20

Nvidia’s rich AI narrative faces its next big test on May 20 as traders brace for a sharp post-earnings move.

Fortune

Cerebras soars almost 70% by market close in a true blockbuster IPO

Cerebras’s first day stock pop reflected clip-mania: shares rocketed 70% by market close.

The Independent UK

Nvidia CEO Jensen Huang made his own Beijing food tour pit stop while joining Trump’s China visit

Huang popped into a famous Michelin-starred noodle restaurant in Beijing

International Business Times

POET Technologies and Lumilens Secure $50M Deal to Replace Copper Wires With Light Inside AI Data Centers

Under the deal, the two companies will co-develop wafer-level photonic modules that replace electrical signals with light, promising lower power draw and higher bandwidth density for the AI facilities that train and run the models consumers use daily.

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International Business Times UK

Trump Aggressively Buys the Dip in Q1 With Over 3,600 Trades; $1M+ Positions in Nvidia, Apple, Oracle

US President Donald Trump strategically executed 3,642 stock trades in Q1, achieving significant returns. Explore his investments in major companies like Nvidia, Microsoft, and Amazon amidst market fluctuations.

The Economic Times

US Stock Market on Friday: S&P 500, Dow Jones, Nasdaq to crash today or these factors will uplift Wall Street? details here

US Stock Market today: Nasdaq, S&P 500, and Dow Jones investors will hope that Wall Street indexes will end the week in a strong note.

MarketBeat

Infleqtion Q1 Earnings Call Highlights

Infleqtion (NYSE:INFQ) reported record first-quarter revenue and raised its 2026 sales outlook as management pointed to expanding customer activity across quantum computing, sensing, timing and software. The quantum technology company said first-quarter 2026 revenue was $9.5 million, up 14% from th

The Economic Times

US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough

Despite US approval for around 10 Chinese firms to buy Nvidia's H200 AI chips, no deliveries have occurred. CEO Jensen Huang's China trip, facilitated by President Trump, aims to resolve this deadlock, highlighting the complex US-China tech rivalry impacting even approved trade.

The Economic Times

Donald Trump’s latest trades include Nvidia, Boeing and Intel

President Donald Trump's financial disclosures reveal substantial stock and bond transactions in major US companies during the first quarter. These deals involved tens of millions of dollars in firms like Nvidia, Oracle, Microsoft, and Boeing. Significant sales of Microsoft, Meta, and other holdings also occurred. The White House states independent…

Kiplinger

Cisco Sends Nasdaq, S&P 500 to New Highs: Stock Market Today

Wall Street wasn't worried about an AI bubble on Thursday, with Cisco rallying on strong demand and Cerebras soaring in its market debut.

The Economic Times

US stocks today: US stocks end higher on tech rally; investors eye Beijing talks

US stocks closed higher with S&P 500 and Nasdaq hitting fresh record highs, led by a tech rally after Nvidia got approval to sell H200 chips to China. Investors tracked Trump-Xi talks in Beijing, solid retail sales data, and rising inflation risks tied to energy prices impacting Fed rate cut…

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