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Just how big of a problem area is China for Nvidia?

Josh Lipton uses Yahoo Finance's AlphaSpace platform to take a closer look at Nvidia's (NVDA) post-earnings stock gains. He is joined by Yahoo Finance Breaking News Reporter Jake Conley to further examine China's place in the broader, global AI ecosystem and how much the nation factors into Nvidia's chip business.

Yahoo Finance Video
Tech Was the Only Sector to Finish Positive Thursday

23% That’s how much Salesforce’s shares jumped on Thursday. Big days for Salesforce, Nvidia, CrowdStrike and other tech stocks helped power the S&P 500 to a 0.7% gain. The tech sector overall soared 3.

The Wall Street Journal
Marvell (MRVL) Is Betting on Microsoft, AWS and Google to Power Its Next Growth Wave

The near-term setup for Marvell Technology Inc. (NASDAQ: MRVL) looks promising. Marvell has already delivered another beat-and-raise Wall Street was looking for, but the more compelling story is what could unfold over the coming years. The company’s second-quarter ​sales rose 37% to $2.74 billion, beating estimates ​of $2.71 billion, while adjusted profit came in at 94 […]

Insider Monkey
Amazon, Nvidia, and SpaceX Are Racing to $1 Trillion in Sales. Who Gets There First?

The AI boom is pushing revenue forecasts sharply higher. Nvidia could get there a year earlier—and Amazon could beat them both. “And it’s probably also worth mentioning that our internal projections for reaching $1 trillion in revenue… have moved up from 2031 to 2030,” said Musk on SpaceX’s inaugural earnings conference call on Aug. 4.

Barrons.com
Walmart’s Big Sell-Off Could Be a Buying Opportunity

Walmart just punished investors for a beat-and-raise quarter, slicing 12% off shares in weeks. Before you follow the crowd out the door, consider what the selloff is actually pricing in.

24/7 Wall St.
Stock Market Today: Nasdaq Leads Gains As Nvidia Crosses New Buy Point, Gold Miners Mixed (Live Coverage)

The tech-heavy Nasdaq composite was the best-performing among major indexes Thursday as Wall Street reacted to big earnings reports, with Nvidia, Salesforce and CrowdStrike soaring on the stock market today. Nvidia broke out past a proper buy point. The Dow industrials rose 200 points, or nearly 0.4%, led by its tech components including Nvidia and Salesforce.

Investor's Business Daily