Nvidia led the market rebound, but no new highs now signals a downturn. Labor market weakness hidden beneath surface optimism.

Nvidia did the heavy lifting during the market rebound since April. Failure to make new highs at this point means the market is heading down $NVDA pic.twitter.com/NzCOvtlWvo — The Maverick of Wall Street (@TheMaverickWS) June 1, 2025 The unemployment rate for adults aged 22-27 is 5.3% vs the national rate of 4.2%. Historically it’s always …

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Nvidia has lost China market… JPM: Retail has been selling $NVDA for 18 days straight

It’s officialNvidia has lost China market for good https://t.co/GrnR2n4nRr — David Lee (@DavidLe76335983) May 30, 2025 It’s already happening but not because of restrictions on Nvidia GPUs, that’s what Nvidia is paying PR publicists to feed MSM, but because Huawei GPUs are already more than enough for AI development and they cost a fraction https://t.co/RHDKDviipZ …

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Magnificent 7 FCF collapse signals AI investment boom is fading, excluding NVIDIA, cash for future bets dries up fast

‼️Has the AI arms race come near its end? Magnificent 7 excluding NVIDIA Free Cash Flow (FCF) declined 11% year-over-year in Q1 2025, the most since the 2022 bear market. The capacity for future investments is falling for the first time in 3 years. Is AI hype behind us? pic.twitter.com/ppir1IdzXr — Global Markets Investor (@GlobalMktObserv) …

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NVIDIA misses on EPS then invents new metric to beat. Nvidia’s Singapore revenue hits record $9B this quarter. One-third of sales tied to China, Hong Kong, and smuggling fears

$NVDA NEWS: EPS confusion NVIDIA Q1 2026: Adj. EPS $0.81 MISSES $0.88 BUT Nvidia came up with their own NEW adjusted earnings $0.96 (excl. $4.5B-$5.5B China write-down) beats Confusion from mixed EPS metrics & write-down. #NVIDIA #Earnings More in our report later. pic.twitter.com/7PVZKpkuiJ — The Coastal Journal (@1CoastalJournal) May 28, 2025 Nvidia’s revenue from Singapore …

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Nvidia $NVDA is no longer allowed to sell to China AND they’re slapped with a $5.5B fine. Stock down 5% after-hours

Nvidia $NVDA is no longer allowed to sell to China AND they’re slapped with a $5.5B fine… Yikes. 😬 pic.twitter.com/RlrnfCdSmg — Just a Dude Who Invests (@DudeWhoInvests) April 15, 2025 Market HATES this news, Nvidia $NVDA down 5% after-hours and the fine will be reflected in the current quarterly earnings. https://t.co/P0nW1Z2Pqe pic.twitter.com/Qy6YE8y3iC — Just a …

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Trump: All necessary permits will be expedited to NVIDIA.

BREAKING: President Trump says, "all necessary permits will be expedited to Nvidia" after the company committed to build $500 billion in the USA. pic.twitter.com/C2GEDLHpG1 — The Kobeissi Letter (@KobeissiLetter) April 15, 2025 🇺🇸 President Donald Trump just said: "All necessary permits will be expedited and quickly delivered to NVIDIA" $NVDA pic.twitter.com/mIQXf0l035 — Evan (@StockMKTNewz) April …

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Amazon CEO: AI costs high due to NVIDIA chip monopoly

Amazon $AMZN CEO Andy Jassy: "AI does not have to be as expensive as it is today, and it won’t be in the future. Chips are the biggest culprit. Most AI to date has been built on one chip provider [ $NVDA ]. It’s pricey." pic.twitter.com/cC2A6rrKET — Wall St Engine (@wallstengine) April 10, 2025

CoreWeave slashes IPO, raises $1.5B at $40 per share. Nvidia props up CoreWeave IPO with $250M anchor order.

CoreWeave Inc.'s initial public offering raised $1.5 billion in a downsized deal, selling 37.5 million shares at $40 apiece. $CRWV The company's valuation would be about $23 billion on a fully diluted basis, down from an initial plan to raise about $4 billion and target a… — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) March …

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Microsoft pulls plug on new data centers. AI boom hits a wall. Nvidia stumbles. Goldman slashes AI server forecasts by 35%.

Tech giants rethink the future… cc: @Dr_Gingerballs @DarioCpx @RealJimChanos pic.twitter.com/k0tc6pnf8R — Gordon Johnson (@GordonJohnson19) March 26, 2025 JIM CRAMER JUST TOLD NVIDIA $NVDA INVESTORS TO PREPARE FOR ‘TURBULENCE’ – CNBC pic.twitter.com/ezPTeeisqZ — Evan (@StockMKTNewz) March 26, 2025 Microsoft, $MSFT, has cancelled new data center projects in the US and Europe, per Bloomberg. — unusual_whales (@unusual_whales) …

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China’s SiCarrier Technologies targets ASML dominance with new lithography machines… Nvidia faces competition too

China’s tech sector is quietly building its own solutions to one of its biggest challenges, replacing the advanced chipmaking tools that it currently sources from U.S. and European companies. SiCarrier Technologies, a Chinese chip equipment firm closely linked to Huawei, is taking on the formidable task of developing alternatives to critical tools from ASML, Applied …

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BREAKING: xAI JOINS $30 BILLION AI INFRASTRUCTURE FUND WITH NVIDIA, MICROSOFT, AND BLACKROCK

🚨🇺🇸BREAKING: xAI JOINS $30 BILLION AI INFRASTRUCTURE FUND WITH NVIDIA, MICROSOFT, AND BLACKROCK It’s official—xAI just joined Nvidia, Microsoft, and BlackRock in a $30 billion AI Infrastructure Partnership set to reshape the future of AI. This elite group is building the… https://t.co/ZKZPhQRyS9 pic.twitter.com/Dwbxzfvb8w — Mario Nawfal (@MarioNawfal) March 19, 2025

Nvidia shares fall 9 percent.

Nvidia shares fell nearly 9% on Monday after President Donald Trump confirmed that tariffs from Canada and Mexico will go into effect on Tuesday. The company’s shares are now trading at the same price they were in September, before the U.S. presidential election. Nvidia, having shed its $3 trillion market cap, is worth $2.79 trillion …

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Nvidia insiders dumped $1.6 billion in stock—zero buys in the last year.

BREAKING: In the last year, Nvidia, $NVDA, insiders have only sold. They have sold up to $1,602,674,927.72 in stock. There have been zero buys. pic.twitter.com/W9wLfEAiu0 — unusual_whales (@unusual_whales) February 26, 2025 This morning, before hopping on the NJ Transit train, I grabbed a bagel from my usual stall at the station. The stall guy handed …

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Retail investors keep buying tops. $8B inflows last week, mostly NVIDIA. Pain incoming.

‼️This is INSANE: Retail investors purchased a MASSIVE $900 million of Nvidia, $NVDA, stock in the last week of January. Meanwhile, $NVDA stock has gone nowhere for 8 months and is down ~20% from the peak What if the dip continues dipping? Read!👇https://t.co/PN8zRte7W8 — Global Markets Investor (@GlobalMktObserv) February 3, 2025 This has never happened …

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SoftBank scrambling to prop up OpenAI screams desperation, not confidence. If this Ponzi collapses, it takes Nvidia, Arm, and SoftBank down with it.

Masaclown™️is so desperate to make sure the whole OpenAI ponzi scheme doesn’t fall apart because he knows that will expose SoftBank insolvency due to the domino effect on Nvidia and Arm valuations Narrator: I wonder where he is going to find the money since he doesn’t have it https://t.co/chdfOVLF8c pic.twitter.com/i6g5J99I2h — JustDario 🏊‍♂️ (@DarioCpx) January …

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Only a few weeks before Deepseek devastated US tech stocks, Pelosi sold up to $5 million in Nvidia stock and $25 million in other tech stocks.

Former House Speaker Nancy Pelosi has executed a series of significant technology stock trades valued at over $30 million, according to recent congressional disclosure reports, while recovering from a hip injury sustained during an official trip to Luxembourg. What Happened: Pelosi’s latest trading activity includes substantial positions in major tech companies through options contracts. On …

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NVIDIA unveils Cosmos: A game-changer for physical AI development

NVIDIA unveils Cosmos : A game-changer for physical AI developmenthttps://t.co/kVmxSt2pwS — Throwback C Magnon (@throwback_c) January 9, 2025 At CES 2025, NVIDIA unveiled its groundbreaking Cosmos platform, a suite of generative world foundation models (WFMs) designed to revolutionize the development of physical AI systems like autonomous vehicles (AVs) and robots. The announcement, made by NVIDIA …

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Quantum computing stocks drop after hours after NVIDIA CEO says use is years away

Quantum stocks are tanking in after-hours trading 👀 • $QUBT: -15%• $IONQ: -17%• $RGTI: -18%• $QBTS: -18% pic.twitter.com/yJO8oOp8OX — Shay Boloor (@StockSavvyShay) January 7, 2025 (Bloomberg) — The shares of IonQ Inc. and other companies linked to quantum computing tumbled in extended trading on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang said “very …

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NVIDIA Is Reportedly Focused Towards “Custom Chip” Manufacturing, Recruiting Top Taiwanese Talent

NVIDIA has reportedly started to focus upon “custom chip” manufacturing, as the firm recruits several Taiwanese engineers to tap into the segment. NVIDIA Is Said To Implement ASIC Manufacturing With The New Taiwan R&D Center, Promoting Local Talent There’s always news around NVIDIA working upon the development of customized chips (ASICs), mainly since several tech …

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In Depth Benchmarking tests of AMD MX300 vs Nvidia H100 and H200 by SemiAnalysis

by Grouchy_Seesaw_ tl:dr – the world is as expected. AMD’s software needs lots of hand holding and support, Nvidia’s runs very well right out of the box. Nvidia maintains performance advantage in nearly every test run. https://semianalysis.com/2024/12/22/mi300x-vs-h100-vs-h200-benchmark-part-1-training/ Key Findings – Comparing on paper FLOP/s and HBM Bandwidth/Capacity is akin to comparing cameras by merely examining megapixel …

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Value is now down 11 days in a row, more decliners than advancers, the VIX up 4%. Textbook Head & Shoulders pattern playing out for Nvidia

https://twitter.com/leadlagreport/status/1868776221615759669 Yup pic.twitter.com/EUPCKrVnbz — Alex Desjardins (@PrimeTrading_) December 16, 2024 DJIA topped in Dec ‘99, and the NASDAQ didn’t top until 3/4/2000 — TitansJets (@TitansJets) December 16, 2024 Textbook Head & Shoulders pattern playing out for Nvidia $NVDA – does it get a close below the important $132 level tomorrow? pic.twitter.com/ho7srqGIO7 — Barchart (@Barchart) December …

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Nvidia slip as China opens investigates possible antimonopoly law violation

Nvidia shares were under pressure Monday after a Chinese regulator said it was investigating the chipmaker over possible violations to the country’s antimonopoly law. Shares slipped about 2% before the bell. The State Administration for Market Regulation opened an investigation into the chipmaker in relation to acquisition of Mellanox, the Chinese government said Monday. “In …

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