Nvidia's Strong Q1 Earnings, Vera Rubin Chip Shipments, and AI Market Leadership Highlighted by Analysts

Nvidia reported a record-breaking Q1 with $81.6 billion revenue, surpassing Wall Street expectations. The company is set to ship Vera Rubin chips in Q3, projecting $20 billion standalone revenue for FY27 from Vera CPUs. Management highlighted a $200 billion+ total addressable market for agentic AI workloads, indicating Vera CPUs will add to, not replace, GPU demand. Despite strong earnings, Nvidia shares slipped due to concerns over China and competition. Analysts from Goldman Sachs and BofA Securities emphasized Nvidia's robust performance, unique AI portfolio, and raised EPS forecasts. Nvidia sees a $1 trillion revenue opportunity for Vera and Blackwell chips through 2027.

Latest News

05-22

NVIDIA Surpasses Expectations, Boosts CPU Revenue Outlook and Shareholder Returns

05-22

Performance Insights from the Magnificent Seven: "AI Obsession" Weathers Oil Price Storm, Tech Giants Accelerate Building AI Computing Empires

05-22

NVIDIA Aims to Build a "CPU Empire" Following GPU Dominance

User Discussion

FlowState Alpha

05-25

Global Market Outlook | Equities Learned to Live with 5% Yields. But Can They Survive a Rate Hike?

Issued: May 25, 2026 Period Covered: May 19, 2026 → May 23, 2026 I. Core Pricing Phenomenon: V-Shaped Recovery + Dow 50,579 Last week we asked: CPI 3.8%, yields above 5%, equities at all-time highs — something has to break. Who blinks first? This week's answer: Nobody blinked. On Tuesday, the 30Y Treasury yield surged to 5.19% — highest since 2007. The 10Y hit 4.687%. The S&P 500 fell for three consecutive sessions to 7,353. The impossible triangle appeared to be cracking. Then, within 48 hours, a textbook V-shaped reversal. Friday close: Dow 50,579.70 — a new all-time record. S&P 7,473.47, within 0.4% of its May 14 high of 7,501. Weekly gain: +0.9%. Eight consecutive winning weeks. 10Y retreated to 4.57%. 30Y pulled back to 5.08%. VIX closed at 16.70 — lower than before the yield

Global Market Outlook | Equities Learned to Live with 5% Yields. But Can They Survive a Rate Hike?

{"i18n":{"language":"en_US"},"financialEventData":{"themeId":"ca0f90b54f4056c753a7154820975576","name":"Nvidia's Strong Q1 Earnings, Vera Rubin Chip Shipments, and AI Market Leadership Highlighted by Analysts","description":"Nvidia reported a record-breaking Q1 with $81.6 billion revenue, surpassing Wall Street expectations. The company is set to ship Vera Rubin chips in Q3, projecting $20 billion standalone revenue for FY27 from Vera CPUs. Management highlighted a $200 billion+ total addressable market for agentic AI workloads, indicating Vera CPUs will add to, not replace, GPU demand. Despite strong earnings, Nvidia shares slipped due to concerns over China and competition. Analysts from Goldman Sachs and BofA Securities emphasized Nvidia's robust performance, unique AI portfolio, and raised EPS forecasts. Nvidia sees a $1 trillion revenue opportunity for Vera and Blackwell chips through 2027.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1779375931379,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":ca0f90b54f4056c753a7154820975576}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["NVDA"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Nvidia's Strong Q1 Earnings, Vera Rubin Chip Shipments, and AI Market Leadership Highlighted by Analysts","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"news":[{"id":667012,"article_id":"1198441559","title":"NVIDIA Surpasses Expectations, Boosts CPU Revenue Outlook and Shareholder Returns","subtitle":"","subtitle_show":0,"pub_time":1779456067724,"source_id":"Deep News","language":"en","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":1,"07788":1,"2NVD.UK":1,"3NVD.UK":1,"ANV":1,"DIPS":1,"NVD":1,"NVD2.UK":1,"NVD3.UK":1,"NVDA":1,"NVDB":1,"NVDD":1,"NVDG":1,"NVDL":1,"NVDO":1,"NVDQ":1,"NVDS":1,"NVDS.UK":1,"NVDU":1,"NVDW":1,"NVDX":1,"NVDY":1,"NVII":1,"NVIW.SI":1,"NVYY":1,"SNVD.UK":1},"rights":null},{"id":666496,"article_id":"1154976352","title":"Performance Insights from the Magnificent Seven: \"AI Obsession\" Weathers Oil Price Storm, Tech Giants Accelerate Building AI Computing Empires","subtitle":"","subtitle_show":0,"pub_time":1779441372048,"source_id":"Stock News","language":"en","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":1,"AGIX":1,"AIPO":1,"AMZN":1,"ARTY":1,"BNO":1,"BWET":1,"CHAT":1,"DBC":1,"DBE":1,"DBO":1,"DIG":1,"DRIP":1,"DRLL":1,"DUG":1,"ERX":1,"FTXN":1,"GOOG":1,"GUSH":1,"IEO":1,"IXC":1,"MAGX":1,"META":1,"MSFT":1,"NVDA":1,"OIH":1,"OILK":1,"OILT":1,"OILU":1,"PXE":1,"PXJ":1,"TSLA":1,"UGA":1,"USE":1,"USL":1,"USOI":1,"VDE":1,"WTIU":1,"XES":1,"XMAG":1,"YMAG":1},"rights":null},{"id":666466,"article_id":"1167150893","title":"NVIDIA Aims to Build a \"CPU Empire\" Following GPU Dominance","subtitle":"","subtitle_show":0,"pub_time":1779440650913,"source_id":"Deep News","language":"en","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":1,"07788":1,"2NVD.UK":1,"3NVD.UK":1,"ANV":1,"DIPS":1,"NVD":1,"NVD2.UK":1,"NVD3.UK":1,"NVDA":1,"NVDB":1,"NVDD":1,"NVDG":1,"NVDL":1,"NVDO":1,"NVDQ":1,"NVDS":1,"NVDS.UK":1,"NVDU":1,"NVDW":1,"NVDX":1,"NVDY":1,"NVII":1,"NVIW.SI":1,"NVYY":1,"SNVD.UK":1},"rights":null},{"id":665622,"article_id":"1139368786","title":"Stock Track | Shenghong Technology Soars 7.39% Intraday on NVIDIA Earnings Beat and Strong AI Supply Chain Outlook","subtitle":"","subtitle_show":0,"pub_time":1779413941454,"source_id":"ai_movement_en","language":"en","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02476":1},"rights":null},{"id":665590,"article_id":"1178779460","title":"Movement Alert｜Shenghong Technology Rises 5.49% in Regular Trading, NVIDIA Q1 Earnings Beat Catalyzes AI PCB Supply Chain Sentiment","subtitle":"","subtitle_show":0,"pub_time":1779413548716,"source_id":"aigc_1776155668992","language":"en","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02476":1},"rights":null},{"id":665479,"article_id":"2637363024","title":"Nvidia Earnings Call: AI Boom Fuels Record Quarter","subtitle":"","subtitle_show":0,"pub_time":1779408728000,"source_id":"tipranks_highlight","language":"en","url":"https://www.tipranks.com/news/company-announcements/nvidia-earnings-call-ai-boom-fuels-record-quarter?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":665117,"article_id":"2637359597","title":"Nvidia Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch","subtitle":"","subtitle_show":0,"pub_time":1779390020000,"source_id":"benzinga_earnings","language":"en","url":"https://www.benzinga.com/markets/tech/26/05/52729937/nvidia-says-demand-has-gone-parabolic-heres-why-plus-5-ai-stocks-to-watch","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".IXIC":0.72,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AIYY":0.6,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"AMZN":0.6,"ANV":0.6,"AVGG":0.6,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"DAMD":0.6,"DIPS":0.6,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"FTEC":0.6,"MNQmain":0.6,"NQmain":0.6,"GOOG":0.6,"GPIQ":0.6,"IYW":0.6,"JEPQ":0.6,"METD":0.6,"METU":0.6,"METW":0.6,"MRVU":0.6,"MSFT":0.6,"MUD":0.6,"MULL":0.6,"MUU":0.6,"MVLL":0.6,"NDX":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"ONEQ":0.6,"PSQ":0.6,"QDTE":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQM":0.6,"QQQY":0.6,"QYLG":0.6,"SMCC":0.6,"SMCL":0.6,"SMCX":0.6,"SMCY":0.6,"SMCZ":0.6,"SMYY":0.6,"SNVD.UK":0.6,"SQQQ":0.6,"TECS":0.6,"TQQQ":0.6,"TQQY":0.6,"TSLA":0.6},"rights":null},{"id":665118,"article_id":"2637511359","title":"Nvidia Is Now the Megacap Cash Machine, and Big Tech Is Footing the Bill -- Barrons.com","subtitle":"","subtitle_show":0,"pub_time":1779389880000,"source_id":"dowjones_highlight","language":"en","url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"ANV":0.6,"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CWII":0.6,"CWVX":0.6,"DIPS":0.6,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":0.64,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":665536,"article_id":"2637366521","title":"Semiconductors - Nvidia 1QFY27 Earnings: AI Factory Economics Extends Growth Runway","subtitle":"","subtitle_show":0,"pub_time":1779380023000,"source_id":"zapier_stock","language":"en","url":"https://www.smartkarma.com/home/private-investor-solutions/","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":664928,"article_id":"2637330496","title":"Nvidia Sees Strong GPU Momentum, Growing CPU Opportunity, RBC Says","subtitle":"","subtitle_show":0,"pub_time":1779377849000,"source_id":"mtnewswires_news","language":"en","url":"https://www.mtnewswires.com/","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AIYY":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":664824,"article_id":"1114119205","title":"NVIDIA's Stellar Earnings Fuel AI Bull Market, Wall Street Eyes $7 Trillion Valuation","subtitle":"","subtitle_show":0,"pub_time":1779375331771,"source_id":"Stock News","language":"en","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":1,"07788":1,"2NVD.UK":1,"3NVD.UK":1,"AAPL":1,"AMZN":1,"ANV":1,"DIPS":1,"GOOG":1,"META":1,"MSFT":1,"NVD":1,"NVD2.UK":1,"NVD3.UK":1,"NVDA":1,"NVDB":1,"NVDD":1,"NVDG":1,"NVDL":1,"NVDO":1,"NVDQ":1,"NVDS":1,"NVDS.UK":1,"NVDU":1,"NVDW":1,"NVDX":1,"NVDY":1,"NVII":1,"NVIW.SI":1,"NVYY":1,"SNVD.UK":1,"TSLA":1},"rights":null},{"id":664823,"article_id":"1192926079","title":"Goldman Sachs Analyzes NVIDIA Earnings: AI Compute Capex Surge Not Yet Peaking","subtitle":"","subtitle_show":0,"pub_time":1779375147598,"source_id":"Deep News","language":"en","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":1,"07788":1,"2NVD.UK":1,"3NVD.UK":1,"AAPL":1,"AMZN":1,"ANV":1,"DIPS":1,"GOOG":1,"GS":1,"GSX":1,"META":1,"MSFT":1,"NVD":1,"NVD2.UK":1,"NVD3.UK":1,"NVDA":1,"NVDB":1,"NVDD":1,"NVDG":1,"NVDL":1,"NVDO":1,"NVDQ":1,"NVDS":1,"NVDS.UK":1,"NVDU":1,"NVDW":1,"NVDX":1,"NVDY":1,"NVII":1,"NVIW.SI":1,"NVYY":1,"SNVD.UK":1,"TSLA":1},"rights":null},{"id":664822,"article_id":"2637033738","title":"Nvidia's Full-Stack AI Portfolio Uniquely Positioned in Expanding AI Market, BofA Says","subtitle":"","subtitle_show":0,"pub_time":1779375004000,"source_id":"mtnewswires_news","language":"en","url":"https://www.mtnewswires.com/","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":664826,"article_id":"2637337575","title":"The Daily Chase: Nvidia tops expectations","subtitle":"","subtitle_show":0,"pub_time":1779374100000,"source_id":"bnn_bloomberg_highlight","language":"en","url":"https://www.bnnbloomberg.ca/business/economics/2026/05/21/the-daily-chase-nvidia-tops-expectations/","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GFS":1.84,"GOOG":0.6,"IBM":1.88,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"STLA":1.87,"TSLA":0.6,"WMT":1.9},"rights":null},{"id":664821,"article_id":"1142151938","title":"Movement Alert｜IREN Ltd Rises 6.07% in Regular Trading, NVIDIA Earnings Boost AI Infrastructure Stocks","subtitle":"","subtitle_show":0,"pub_time":1779371768212,"source_id":"aigc_1776155668992","language":"en","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IREN":1},"rights":null},{"id":664825,"article_id":"1178971348","title":"Stock Track | IREN Ltd Soars 5.08% in Pre-Market as Nvidia's Strong Results Boost AI Infrastructure Stocks","subtitle":"","subtitle_show":0,"pub_time":1779371271310,"source_id":"ai_movement_en","language":"en","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IREN":1},"rights":null},{"id":664819,"article_id":"2637763331","title":"热门话题-英伟达押注Vera处理器和AI芯片以提振2026年营收","subtitle":"","subtitle_show":0,"pub_time":1779371206000,"source_id":"reuters_news_zh","language":"zh","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260521:nL4T41Y1F6:1","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"HSBA.UK":0.9,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":0.9,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":664820,"article_id":"2637331769","title":"BUZZ-Nvidia bets on Vera CPUs and AI chips to boost 2026 revenue","subtitle":"","subtitle_show":0,"pub_time":1779371181000,"source_id":"reuters_news_en","language":"en","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260521:nL6N41Y0K7:1","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":664815,"article_id":"2637433143","title":"Nvidia beats again – but Wall Street’s expectations keep rising","subtitle":"","subtitle_show":0,"pub_time":1779370085000,"source_id":"cityam_highlight","language":"en","url":"https://www.cityam.com/nvidia-beats-again-but-wall-streets-expectations-keep-rising/","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AGIX":0.79,"AI":0.79,"AIYY":0.6,"AMZN":0.6,"ANV":0.6,"ARTY":0.79,"CHAT":0.79,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":664818,"article_id":"1114264925","title":"英伟达Vera芯片出货按计划推进，CPU需求攀升引市场热议","subtitle":"","subtitle_show":0,"pub_time":1779369490683,"source_id":"投资观察","language":"zh","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":1,"07788":1,"2NVD.UK":1,"3NVD.UK":1,"AAPL":1,"AMZN":1,"ANV":1,"DIPS":1,"GOOG":1,"META":1,"MSFT":1,"NVD":1,"NVD2.UK":1,"NVD3.UK":1,"NVDA":1,"NVDB":1,"NVDD":1,"NVDG":1,"NVDL":1,"NVDO":1,"NVDQ":1,"NVDS":1,"NVDS.UK":1,"NVDU":1,"NVDW":1,"NVDX":1,"NVDY":1,"NVII":1,"NVIW.SI":1,"NVYY":1,"SNVD.UK":1,"TSLA":1},"rights":null},{"id":664817,"article_id":"2637333917","title":"分析师：随着CPU需求上升，英伟达Vera出货稳步推进","subtitle":"","subtitle_show":0,"pub_time":1779369204000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":664813,"article_id":"2637339404","title":"Nvidia's Vera Shipments On Track As CPU Demand Rises -- Market Talk","subtitle":"","subtitle_show":0,"pub_time":1779369060000,"source_id":"dowjones_highlight","language":"en","url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":664827,"article_id":"2637393633","title":"Nvidia Stock Price Forecast — Top Analysts Raise Targets after Q1 Beat","subtitle":"","subtitle_show":0,"pub_time":1779368192000,"source_id":"tipranks_highlight","language":"en","url":"https://www.tipranks.com/news/nvidia-stock-price-forecast-top-analysts-raise-targets-after-q1-beat?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.96,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null}],"views":[],"tweetList":[{"id":568080941662608,"gmtCreate":1779703021193,"gmtModify":1779761725618,"author":{"id":"4235368347133292","authorId":"4235368347133292","name":"FlowState Alpha","avatar":"https://community-static.tradeup.com/news/c7354434292a701c3ded805fa1420ed2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235368347133292","idStr":"4235368347133292"},"themes":[],"title":"Global Market Outlook |  Equities Learned to Live with 5% Yields. But Can They Survive a Rate Hike?","htmlText":"Issued: May 25, 2026 Period Covered: May 19, 2026 → May 23, 2026 I. Core Pricing Phenomenon: V-Shaped Recovery + Dow 50,579 Last week we asked: CPI 3.8%, yields above 5%, equities at all-time highs — something has to break. Who blinks first? This week's answer: Nobody blinked. On Tuesday, the 30Y Treasury yield surged to 5.19% — highest since 2007. The 10Y hit 4.687%. The S&amp;P 500 fell for three consecutive sessions to 7,353. The impossible triangle appeared to be cracking. Then, within 48 hours, a textbook V-shaped reversal. Friday close: Dow 50,579.70 — a new all-time record. S&amp;P 7,473.47, within 0.4% of its May 14 high of 7,501. Weekly gain: +0.9%. Eight consecutive winning weeks. 10Y retreated to 4.57%. 30Y pulled back to 5.08%. VIX closed at 16.70 — lower than before the yield","listText":"Issued: May 25, 2026 Period Covered: May 19, 2026 → May 23, 2026 I. Core Pricing Phenomenon: V-Shaped Recovery + Dow 50,579 Last week we asked: CPI 3.8%, yields above 5%, equities at all-time highs — something has to break. Who blinks first? This week's answer: Nobody blinked. On Tuesday, the 30Y Treasury yield surged to 5.19% — highest since 2007. The 10Y hit 4.687%. The S&amp;P 500 fell for three consecutive sessions to 7,353. The impossible triangle appeared to be cracking. Then, within 48 hours, a textbook V-shaped reversal. Friday close: Dow 50,579.70 — a new all-time record. S&amp;P 7,473.47, within 0.4% of its May 14 high of 7,501. Weekly gain: +0.9%. Eight consecutive winning weeks. 10Y retreated to 4.57%. 30Y pulled back to 5.08%. VIX closed at 16.70 — lower than before the yield","text":"Issued: May 25, 2026 Period Covered: May 19, 2026 → May 23, 2026 I. Core Pricing Phenomenon: V-Shaped Recovery + Dow 50,579 Last week we asked: CPI 3.8%, yields above 5%, equities at all-time highs — something has to break. Who blinks first? This week's answer: Nobody blinked. On Tuesday, the 30Y Treasury yield surged to 5.19% — highest since 2007. The 10Y hit 4.687%. The S&P 500 fell for three consecutive sessions to 7,353. The impossible triangle appeared to be cracking. Then, within 48 hours, a textbook V-shaped reversal. Friday close: Dow 50,579.70 — a new all-time record. S&P 7,473.47, within 0.4% of its May 14 high of 7,501. Weekly gain: +0.9%. Eight consecutive winning weeks. 10Y retreated to 4.57%. 30Y pulled back to 5.08%. VIX closed at 16.70 — lower than before the yield","images":[{"img":"https://community-static.tradeup.com/news/1ddb70f73fa201148394bba1af704810","width":"1858","height":"1045"},{"img":"https://community-static.tradeup.com/news/8570bfc02ac2a7cd7d95e7da697f68bf","width":"1604","height":"981"},{"img":"https://community-static.tradeup.com/news/74d2cc27561e035537214f4e2623e577","width":"1935","height":"813"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":338,"commentSize":2,"repostSize":9,"link":"https://ttm.financial/post/568080941662608","isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4240714391864532","authorId":"4240714391864532","name":"Siti Aisyah Binti","avatar":"https://community-static.tradeup.com/news/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4240714391864532","idStr":"4240714391864532"},"content":"i learned how to trade following Liz Claman the Youtube Fox Journalist on Tel3gram her risk management, spoting good entries and staying up to date with the market always.","text":"i learned how to trade following Liz Claman the Youtube Fox Journalist on Tel3gram her risk management, spoting good entries and staying up to date with the market always.","html":"i learned how to trade following Liz Claman the Youtube Fox Journalist on Tel3gram her risk management, spoting good entries and staying up to date with the market always."}],"imageCount":5,"langContent":"EN","totalScore":0}]}