Nvidia Inc. could surprise analysts and the market if its gross and free cash flow margins come in stronger than expected. Nvidia will release its fiscal Q1 2026 results for the quarter ended April 30 after the market closes on Wednesday, May 28.
The primary focus this coming week will remain on the bond market, with the Treasury auctions drawing significant attention. Additionally, Nvidia will report results in the week, and it will be interesting to see if they stick to the usual playbook.
President Trump warns Apple of 25% tariff if they don't manufacture iPhones in the U.S. DOT expected to declare CAFE regulations exceeded legal authority. Apple poaches Google's AI chief but still behind in AI race. Meta's Instagram testing referral program.
Nvidia's (NVDA) market share in China has cratered from 95% to 50% over the past four years, driven by the Biden administration's super-aggressive chip export restrictions.
Large-cap stocks were the worst performers last week, with declines up to 23%. Reasons include revenue misses, FDA bans, and Uber's stake monetization.
In 2007, TSMC founder Morris Chang predicted that Intel and Samsung couldn't succeed in the foundry business due to fundamental cultural differences—and nearly two decades later, his foresight is proving accurate as TSMC maintains dominance while its rivals struggle to catch up.
