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BofA picks AMD and Nvidia as AI chip winners in massive CPU market

This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …

Ovid Therapeutics (NASDAQ:OVID) Stock Price Up 9% Following Better-Than-Expected Earnings

Ovid Therapeutics earnings beat by $0.04, revenue topped estimates

Harley-Davidson Jumps 5.5% Amid Sector-Wide Rally

Harley-Davidson shares rose 5.5% to $27.40, participating in a broader rally across the recreational vehicles sector. This sector-wide momentum, also seen in LVWR and EMPD, suggests a potential shift in investor sentiment and interest in recreational vehicle makers after a challenging period. The rally …

Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'

Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced …

Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here’s What Shatters That Illusion

Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set …

Jim Cramer Says Nvidia GPUs Are ‘More Like Fine Jewelry’ Than Cars. Here Is Why That Matters for NVDA Investors.

Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips …

Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. …

Ovid Therapeutics Inc. Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2026

Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create …

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This …

Can Nvidia’s circular financing keep fueling the market rally?

Morning Brief Host Julie Hyman welcomes Defiance ETFs CIOSylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)'s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to …

Why Nvidia Stock Is Stuck Despite a Wild Week for AI

On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages. Continue Reading

Ovid Therapeutics (OVID) Reports Q2 Loss, Beats Revenue Estimates

Ovid Therapeutics (OVID) reported a Q2 loss of $0.08 per share, exceeding the Zacks Consensus Estimate of a $0.1 loss, and revenues of $0.73 million, surpassing estimates by 388.67%. The company's stock has seen a significant gain of 60.7% year-to-date, outperforming the S&P 500, …

OVID Looks 59.6% Undervalued on GF Value™ Despite Challenging Fu

Ovid Therapeutics Inc (NASDAQ: OVID) reported strong Q2 2026 results with significant revenue growth, beating EPS expectations, but remains unprofitable and cash-flow-negative. While its Price-to-Sales ratio is lower than its historical median, suggesting potential undervaluation, its GF Score of 48/100 indicates mixed financial health …

What's Going On With Global Dividend Growth Split Corp Class A Stock Thursday?

Nvidia and Broadcom Deepen AI Financing Push — But Wolfe Sees Long-Term Risks

NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO), two of the world's largest chipmakers, are tapping debt and private capital markets to fund the AI infrastructure boom. These massive financial commitments coming from some of the biggest names in the market signal exceptionally-strong AI compute …

Nvidia rival Cerebras stock plunges as company swings to quarterly loss

Cerebras Systems (CBRS) stock plunged 17% after the AI chipmaker reported a quarterly loss and provided an outlook that disappointed investors. The company swung to a loss of $2.98 per share in Q2 and forecast Q3 core gross margin to be a "low point." …

Nvidia Stock (NVDA) Gains 3% in Premarket Amid Analyst Target $563 Below Current Level—Potential Caution Flag

What Makes Avidia Bancorp, Inc. (AVBC) a Good Fit for 'Trend Investing'

Ovid Therapeutics Reports Business Updates and Second Quarter 2026 Financial Results

Ovid Therapeutics (Nasdaq: OVID) has reported its business updates and second quarter 2026 financial results, highlighting advancements in its clinical pipeline with OV4071 and OV329. The company also detailed the monetization of soticlestat rights to a new company formed with Perceptive Advisors, which could …

Ovid’s OV329 enters Phase 2 study for treatment-resistant focal seizures

Ovid Therapeutics announced its Q2 2026 financial results, including a net loss of $15.0 million, but highlighted a strong cash position of $169.8 million, expected to fund operations until 2029. The company is advancing its pipeline with OV4071 in Phase 1 for schizophrenia and …

Ovid Therapeutics Inc. Q2 2026: Revenue $0.7M, EPS $(0.08) — 10-Q Summary

Ovid Therapeutics Inc. reported a significant decline in revenue and a wider net loss in Q2 2026 compared to the prior year, with revenue falling to $0.7M from $6.3M. The company's diluted EPS worsened to $(0.08) from $(0.06). This was primarily due to reduced …

Tech Stock Forecasts – NVDA, AMD, and ORCL Test Key 50-Day EMA Support

NVDA Technical AnalysisNVIDIA trades at $224.09, holding above both EMAs and testing resistance near its earlier 2026 highs. Source: TradingView The pre-market trading of Nvidia is at the top of the range it's been in for a couple of days now, showing signs of …

Zacks Investment Ideas feature highlights: NVIDIA, Microsoft and Apple

For Immediate Release Chicago, IL – August 13, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA NVDA, Microsoft MSFT and Apple AAPL Magnificent Seven Earnings Remain Robust: MSFT, AAPL Six of the beloved members of the Magnificent Seven have delivered their Q2 results, …

Avidia Bank Unifies Banking Operations on Creatio, Achieving 86% Employee Adoption in Six Months

Avidia Bank successfully unified its banking operations on Creatio's AI CRM and workflow platform, achieving an 86% employee adoption rate within six months. This enterprise-wide transformation connected customer-facing and operational teams on a single platform, creating a foundation for AI-powered banking. The bank plans …

Avidbank Holdings, Inc. Q2 2026: Net income $7.65M, EPS $0.71— 10-Q Summary

Avidbank Holdings, Inc. reported strong second-quarter 2026 results, with net income rising 32% year-over-year to $7.65 million, despite a modest 5% decline in diluted EPS to $0.71. The bank's performance was driven by a significant expansion in net interest margin to 4.26% and growth …

Earnings Flash (PPR.TO) Prairie Provident Resources Inc. Reports Q2 Revenue C$11.5M

Earnings Flash (PPR.TO) Prairie Provident Resources Inc. Posts Q2 Net Loss C$0.14 per Share

Nvidia Stock Earnings August 2026: AI Chip Leader's Q2 Preview & Investment Outlook

Nvidia Stock Investors Just Got Good News From Wall Street (Hint: It's Time to Buy)

Key Points Wall Street analysts have raised consensus earnings estimates for Nvidia, and earnings are now projected to increase at 44% annually over the next three years. Nvidia dominates the AI infrastructure market: The company enjoys a leadership position in data center accelerators and …

AI Weekly: Nvidia does deal with Wall Street, China's AI weather forecasts

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Jensen Huang Just Signed 7 Japanese Industrial Giants Into Nvidia's Physical AI Coalition. Here's Why $1 Trillion in Confirmed Demand Should Matter to Investors.

Key Points Japan’s biggest industrial companies are building their AI and robotics future around Nvidia, which could create a steady stream of demand for years. Nvidia isn’t just selling GPUs; it’s becoming part of the infrastructure behind Japan’s next generation of factories and robots.10 …

Prairie Provident Resources Inc. Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2026

Ovid Therapeutics Inc (OVID) Earnings Forecast: Future EPS & Revenue Growth Estimates