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Cisco & CoreWeave earnings, Fed commentary: What to Watch

Market Domination Overtime co-hosts Julie Hyman and Josh Lipton preview the top stories and news expected out tomorrow, Wednesday, May 14, including the latest earnings results from companies like Cisco Systems (CSCO) and CoreWeave (CRWV), alongside the latest commentary out from Federal Reserve officials, including San Francisco Fed President Mary Daly. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here.

Yahoo Finance Video 8 hours ago

CSCO

DT

NXT
Nvidia stock surges, tops $3 trillion market cap amid flurry of trade optimism

Nvidia rejoined the $3 trillion club Tuesday for the first time since February.

Yahoo Finance 10 hours ago

AAPL

META

NVDA
Solar stocks, Super Micro, Archer & Palantir: Trending Tickers

Solar stocks, including First Solar (FSLR) and Sunrun (RUN), are rising after an early proposal of the Republican spending bill was not as bad as expected. Plug Power (PLUG), however, is falling as lawmakers consider eliminating a hydrogen production tax credit, which would negatively impact the company. Raymond James analysts initiated coverage of Super Micro Computer (SMCI), giving the stock an Outperform rating and setting a price target of $41. Archer Aviation (ACHR) stock is soaring after the company announced a partnership with Palantir (PLTR). To watch more expert insights and analysis on the latest market action, check out more Market Domination here.

Yahoo Finance Video 11 hours ago

FSLR

ACHR

ACHR-WS
Google needs 'big bang breakup' that would value its businesses at $3.7 trillion as AI threatens Search: Analyst

Alphabet investors would be better off breaking up Google as it struggles to prove that its search engine can maintain dominance in the AI chatbot era, DA Davidson analyst Gil Luria told Yahoo Finance in an interview Tuesday.

Yahoo Finance 14 hours ago

UBER

NVDA

AAPL
US–China deal is a 'dream scenario' for Apple and Nvidia

The Nasdaq 100 (^NDX) is gaining, erasing "Liberation Day" losses following the US and China's agreement to a temporary tariff cut. Wedbush Securities managing director and global head of technology research Dan Ives joins Catalysts to take a closer look at the tech space, specifically Apple (AAPL) and Nvidia (NVDA). To watch more expert insights and analysis on the latest market action, check out more Catalysts here.

Yahoo Finance Video 14 hours ago

AAPL

NVDA
Nvidia, Hertz, On Holding: Trending Tickers

Nvidia (NVDA) CEO Jensen Huang says the US chipmaker will send chips to Saudi Arabian artificial intelligence (AI) company Humain. The announcement comes as Huang is in Saudi Arabia with US President Trump. Hertz (HTZ) stock plunges after the rental car company's first quarter earnings fell short of estimates. On Holding (ONON) stock pops following the company lifting its full-year revenue outlook. To watch more expert insights and analysis on the latest market action, check out more Catalysts here.

Yahoo Finance Video 16 hours ago

NVDA

HTZ

HTZWW
UnitedHealth suspends guidance as CEO steps down. Stock takes hit.

UnitedHealth Group (UNH) is suspending its full-year guidance as the health insurer announced that CEO Andrew Witty will be stepping down on Tuesday. Former CEO Stephen Hemsley will be rejoining the company to lead as chief executive. The company's stock gets hit around all these headlines, down 12% at the start of the trading session. Yahoo Finance senior health reporter Anjalee Khemlani comes on to talk about the company's previous forecasts on higher-than-expected medical costs and United's managerial change. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here.

Yahoo Finance Video 17 hours ago

UNH
A 'Magnificent' China reset reignites the tech trade

A US-China trade war thaw is heating up the Magnificent Seven.

Yahoo Finance 21 hours ago

AAPL

META

TSLA
Sea Ltd (SE) Q1 2025 Earnings Call Highlights: Record Revenue and Profitability Surge Amidst ...

Sea Ltd (SE) reports a 30% revenue increase and a return to profitability, driven by strong performances across e-commerce, digital financial services, and gaming sectors.

GuruFocus.com 9 minutes ago

SE
Nvidia (NVDA) Teams Up With Saudi AI Startup Humain

Deal unveiled during Trump's visit to Riyadh

GuruFocus.com 11 minutes ago

NVDA
$10 Billion AI Shockwave: Saudi Arabia Taps AMD to Build a Global Tech Empire

A Kingdom-backed AI blitz is underway--and it's pulling U.S. chip giants into a high-stakes data arms race

GuruFocus.com 32 minutes ago

AMD
BYD tops Singapore vehicle sales so far this year, replacing Toyota

SINGAPORE (Reuters) -China's BYD became the most popular vehicle brand in Singapore so far this year, outselling Toyota for the first time, government data showed, as the fast-growing electric vehicle maker steps up efforts to boost overseas sales. In the first four months of 2025, BYD sold 3,002 cars, or 20% of total vehicle sales in Singapore. Toyota and BYD's main EV rival Tesla sold 2,050 and 535 units each during the same period.

Reuters 55 minutes ago

TM

TSLA
How Fund Managers Are Grappling With ‘Autocracy Risk’

Leaders with unchecked power can reward or punish companies at their whim, creating an uneven playing field and leading to market uncertainty. There are still investment opportunities.

Barrons.com 1 hour ago

TSLA
Exclusive-Tesla to resume shipping Chinese parts for Cybercab, Semi production in the US, source says

SHANGHAI (Reuters) -Tesla plans to start shipping components from China to the U.S. for the production of Cybercab and Semi trucks from the end of this month, after the U.S. and China reached a truce over tariffs, said a person with direct knowledge. Reuters reported last month that Tesla had suspended plans to ship the components after U.S. President Donald Trump raised tariffs on Chinese goods to 145%, potentially disrupting Tesla's plan to start mass production of the much-anticipated models.

Reuters 2 hours ago

TSLA
CoreWeave Reports Earnings Today. The Outlook Is Key.

CoreWeave investors will focus on any guidance the company can provide when it reports earnings after Wednesday’s market close. The consensus among analysts is for CoreWeave to report March quarter revenue of $857.1 million with an adjusted earnings-per-share loss of 12 cents. It has been a wild ride for CoreWeave since the company priced its initial public offering at $40 in late March.

Barrons.com 2 hours ago

CRWV
U.S. Scraps ‘AI Diffusion’ Rule in Revamp of Biden-Era Chip Curbs

The U.S. has revamped Biden-era rules on artificial-intelligence chips, scrapping an unpopular measure in a move that could benefit major players like Nvidia.

The Wall Street Journal 2 hours ago

NVDA
Nu Holdings (NYSE:NU) Reports US$557 Million Q1 Net Income, Up From US$379 Million

Nu Holdings (NYSE:NU) has announced impressive Q1 2025 financial results, with net income increasing to USD 557 million and a notable rise in earnings per share. Additionally, the company is strengthening its leadership by appointing former Brazilian Central Bank President Roberto Campos Neto as Vice Chairman of Nubank, effective July 2025. These developments have coincided with a 24% price increase over the past month. While the broader market has also risen, up 12% over the last year, Nu...

Simply Wall St. 2 hours ago

NU
Tesla board explores new pay deal for CEO Elon Musk, FT reports

The two-member committee comprises Tesla board Chair Robyn Denholm and independent board member Kathleen Wilson-Thompson, the newspaper reported, citing several people familiar with the matter. Tesla did not immediately respond to a Reuters request for comment outside regular business hours.

Reuters 3 hours ago

TSLA
UnitedHealth CEO steps down for ‘personal reasons’

UnitedHealth Group CEO Andrew Witty is stepping down immediately from his role for “personal reasons,” the company announced Tuesday.

CNN Business 3 hours ago

UNH
Q1 2025 Sea Ltd Earnings Call

Q1 2025 Sea Ltd Earnings Call

Thomson Reuters StreetEvents 3 hours ago

SE

Performance Overview

Return	CBG.BK	MSCI WORLD (^990100-USD-STRD)
YTD	-22.43%	+2.88%
1-Year	-13.78%	+11.83%
3-Year	-39.64%	+41.63%

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Performance Overview