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TICKER COVERAGE

$NVDA

24 long-form articles and 68 pre-market mentions covering $NVDA from AskMelon Research.

92 pieces total · All articles →
FEATURE

SpaceX First Report Card

The first quarterly report since the record listing beat the analyst estimate, tripled the burn, and lands two days before nearly a billion insider shares can leave the vault.

FEATURE

Marvell Trades Richer Than Broadcom to Be the Runner-Up in Custom AI Chips

There is a booming corner of the AI economy that gets less attention than Nvidia but may matter almost as much: custom silicon. The largest cloud companies — Amazon, Google, Microsoft, Meta — are incr…

FEATURE

Arm Is in Every Phone and Priced Like It's in Everything Else

Arm Holdings owns one of the most enviable positions in all of technology. Its chip designs are inside virtually every smartphone on Earth, and it collects a small royalty on each one — a toll on the …

FEATURE

Microsoft Booked a $5.9 Billion Gain on a Company That Loses Billions

Microsoft is the bluest of blue chips, the steadiest mega-cap in the market, a fortress of recurring software profits. So it is worth pausing on a line buried in its accounts: over the nine months end…

FEATURE

Washington Bet Billions on Intel's Comeback. Its Customers Haven't.

Intel's stock has roughly tripled, and the reason is the most impressive collection of backers any turnaround has ever assembled. The United States government took an ownership stake of about 10% — a …

FEATURE

Vertiv Sells the Picks and Shovels of the AI Boom. It's Priced Like the Gold.

The oldest piece of wisdom in a gold rush is to sell the picks and shovels — to get rich supplying the miners rather than gambling on which one strikes the vein. It is wisdom precisely because it is s…

FEATURE

Amazon Is Spending $200 Billion on AI. Its Free Cash Flow Just Fell 95%.

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FEATURE

The Decay

Here is a magic trick the financial industry performs in plain sight. It takes a stock that rose 48% in a year, wraps it in a product that promises twice the daily move, sells it to retail investors b…

FEATURE

The Other Chip

There is a company whose stock doubled in a year on the strength of a single story: that it is finally about to catch the most valuable company on Earth. The story has been told, in one form or anothe…

FEATURE

The Hands

The most valuable startups in the world are no longer just building software minds; they are building bodies. A company whose robots are still in early pilot deployments, with revenue a rounding error…

FEATURE

The Supercycle

For thirty years it has been the most reliably cyclical business in all of technology: memory chips boom, the makers pour their profits into new factories, two years later the new supply floods the ma…

FEATURE

Whatever It Takes

The man who controls the votes has decided that artificial superintelligence is imminent, that whoever builds the infrastructure first wins everything, and that his company will therefore spend whatev…

FEATURE

The Custom Job

It has been crowned the second great winner of the AI chip boom — the company the hyperscalers turn to when they want to escape Nvidia's grip and design their own silicon. Its AI revenue is tripling, …

FEATURE

The One Machine

Beneath the company that makes nearly all the world's advanced chips sits a company that makes the one machine without which those chips cannot be made at all — a single firm in the Netherlands, the o…

FEATURE

The Single Point of Failure

Almost every advanced chip on Earth — every Nvidia accelerator training every AI model, every processor in every iPhone, the silicon inside the weapons, the cars, the data centers, the banking systems…

FEATURE

The Challenger

It was supposed to be the careful one — the safety-first lab, the adults in the room, the company that would build artificial intelligence slowly and responsibly while everyone else raced for the clif…

FEATURE

The Server Room

This company was thrown off the Nasdaq once already, in 2018, for the way it recognized revenue. It settled with the SEC for $17.5 million in 2020, its chief executive clawing back two million dollars…

FEATURE

Patient Zero

Nvidia is the most valuable company in history, the keystone of the AI boom, and the single stock that more of the world's money depends on than any other. It is also a company whose revenue increasin…

FEATURE

The Peak It Knows

SoftBank just became Japan's most valuable company for the first time since the dot-com peak of 2000. The last time it stood on this summit, its stock fell 99% and Masayoshi Son lost more money than a…

FEATURE

Sixty-Seven Times

Palantir is a genuinely great company — profitable, growing 70% a year, dominant in AI and defense. That is precisely what makes it dangerous. At sixty-seven times sales it is priced for a decade of p…

FEATURE

The Landlord's Gamble

Oracle has borrowed more than $100 billion and is burning cash faster than at any point in its history to build $300 billion of data centers for a single tenant — one that loses fourteen billion dolla…

FEATURE

Index of One

You think you own five hundred companies. You own about seven. The most popular "diversified" investment on earth has quietly become a leveraged bet on a single trade — and the last time this group cr…

FEATURE

The Ouroboros

OpenAI has filed to go public at up to a trillion dollars. It loses fourteen billion a year, has promised more than a trillion in spending it cannot afford, and sits at the center of a circle in which…

FEATURE

The Tell

The founders built the most talked-about company of the AI boom and rode it up roughly 150%. Since their shares came unlocked they have converted $2.3 billion of their own paper into cash — and not on…

PRE-MARKET RESEARCH

Thursday, October 8, 2026

Hawkish FOMC minutes — "most participants" see another hike appropriate by year-end — and Gov. Waller's pre-dawn Istanbul confirmation ("more hikes needed, flexibility on pace") close the last dovish …

2026-10-08
PRE-MARKET RESEARCH

Wednesday, October 7, 2026

Tuesday's perfect 9-for-9 on verified calls — gold at $4,168.33 to within one tick of the upper bound, MRVL +5.81% on its historic FY31 $70–90B Investor Day guidance, and the S&P printing a fresh reco…

2026-10-07
PRE-MARKET RESEARCH

Tuesday, October 6, 2026

The framework went 8-for-10 on Monday — and walks into Tuesday with the 10-year Treasury at 5.30% (cycle high close), the 30-year at 5.66% (a 24-year high), and bond volatility (MOVE 113.61) spiking e…

2026-10-06
PRE-MARKET RESEARCH

Monday, October 5, 2026

Friday's September payrolls report printed +29K — the most extreme labor miss of the year, below even BofA's already-bearish ~60K floor, with wages decelerating to +0.1% M/M — and yet the 10-year Trea…

2026-10-05
PRE-MARKET RESEARCH

Thursday, October 1, 2026

Q4 opens with a validated AI-infrastructure thesis after Micron's Q4 FY2026 blowout — $33.42 EPS, $54.23B revenue, Q1 FY2027 guided at $61.5B — but the week's defining constraint is the 10Y Treasury y…

2026-10-01
PRE-MARKET RESEARCH

Tuesday, September 29, 2026

The Hormuz binary shifts from acute shock to structural slow-burn: Iranian officials have privately conceded that no deal is reachable before November's midterms, WTI settled Monday at $92.60 after sp…

2026-09-29
PRE-MARKET RESEARCH

Tuesday, September 15, 2026

Houthi forces seizing Perim Island in the Bab el-Mandeb Strait on Sep 11–12 — barring Saudi-flagged vessels from the Red Sea's southern gateway and completing a triple chokepoint on Saudi crude export…

2026-09-15
PRE-MARKET RESEARCH

Monday, September 14, 2026

Saudi Arabia shut its East-West Pipeline after weekend drone strikes — eliminating the kingdom's only Hormuz bypass and threatening ~4% of global crude supply — while Anthropic CEO Dario Amodei publis…

2026-09-14
PRE-MARKET RESEARCH

Friday, September 11, 2026

Oracle's blowout quarter — cloud infrastructure +121%, RPO $664B, a $7B Pentagon contract, FY27 guide raised to ≥$90B — reversed Thursday's tech selloff overnight and collapsed VIX from ~17.89 to 14.1…

2026-09-11
PRE-MARKET RESEARCH

Thursday, September 10, 2026

Overnight the US–Iran conflict crossed from attrition into open supply war — the US destroyed five Iranian oil tankers, Iran retaliated with missiles on a US base in Jordan and attacks on shipping nea…

2026-09-10
PRE-MARKET RESEARCH

Tuesday, September 1, 2026

The US-Iran conflict escalates to a two-front exchange overnight — a tanker struck by three projectiles in the Strait of Hormuz and Iran's IRGC simultaneously retaliating against US military positions…

2026-09-01
PRE-MARKET RESEARCH

Monday, August 31, 2026

US CENTCOM struck Iranian rocket launchers on Larak Island Sunday night — the first confirmed US military action in a month — reversing five sessions of de-escalation and driving WTI near $85 and Bren…

2026-08-31
PRE-MARKET RESEARCH

Sunday, August 30, 2026

The week of August 24–28 delivered three seismic data points in rapid succession — NVIDIA's $96.2B Q2 print (+106% YoY, Q3 guide $108B) confirmed the AI capex supercycle on Wednesday AH, lifting the S…

2026-08-30
PRE-MARKET RESEARCH

Saturday, August 29, 2026

The week the market had circled since the July 29 FOMC meeting — the week that would deliver PCE data, NVIDIA earnings, and Kevin Warsh's first speech as Federal Reserve Chair all within 72 hours — de…

2026-08-29
PRE-MARKET RESEARCH

Saturday, August 29, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-08-29
PRE-MARKET RESEARCH

Saturday, August 29, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-08-29
PRE-MARKET RESEARCH

Saturday, August 29, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-08-29
PRE-MARKET RESEARCH

Friday, August 28, 2026

Warsh steps to the podium at Jackson Hole at 10:00 AM ET — his inaugural address as Fed Chair arrives simultaneously with the BLS preliminary benchmark revision (street estimates: −200K to −600K cumul…

2026-08-28
PRE-MARKET RESEARCH

Thursday, August 27, 2026

NVIDIA delivered the AI infrastructure verdict overnight — $96.22B in Q2 revenue, a Q3 guide of $108B resetting the entire AI capex cycle upward, and a 5th consecutive EPS beat — yet the 2.6:1 call sk…

2026-08-27
PRE-MARKET RESEARCH

Wednesday, August 26, 2026

The most information-dense morning of the quarter has arrived: PCE and GDP's second estimate hit the tape at 8:30 AM ET — the Fed's last hard inflation gate before Warsh speaks Friday at Jackson Hole …

2026-08-26
PRE-MARKET RESEARCH

Tuesday, August 25, 2026

Operation Economic Outcast landed Monday afternoon as promised — Treasury Secretary Bessent issued five formal sectoral sanctions determinations covering digital assets, technology, gold, aviation, an…

2026-08-25
PRE-MARKET RESEARCH

Monday, August 24, 2026

US–Canada trade talks collapsed Friday evening after Trump added last-minute terms on vehicles and cultural sovereignty protections; 50% tariffs on $28 billion of Canadian goods took effect at midnigh…

2026-08-24
PRE-MARKET RESEARCH

Sunday, August 23, 2026

The three-week S&P 500 winning streak ended as 30-year Treasury yields spiked to 5.34% — their highest since 2007 — and the US national debt crossed $40 trillion for the first time, swamping the FOMC …

2026-08-23
PRE-MARKET RESEARCH

Saturday, August 22, 2026

Your Saturday morning market coffee. A week that opened with Reddit's first Tuesday as an S&P 500 member — the stock surging intraday to $178.33 before index-fund buying exhausted itself and sellers d…

2026-08-22
PRE-MARKET RESEARCH

Saturday, August 22, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-08-22
PRE-MARKET RESEARCH

Saturday, August 15, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-08-15
PRE-MARKET RESEARCH

Saturday, August 15, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-08-15
PRE-MARKET RESEARCH

Wednesday, August 12, 2026

Three simultaneous AI infrastructure beats — CoreWeave, Super Micro, and Lumentum — delivered the AI capex supercycle's most decisive empirical validation of 2026 overnight, collapsing September hike …

2026-08-12
PRE-MARKET RESEARCH

Monday, August 10, 2026

Friday's record S&P close (7,757.64, +0.62%) and gold's strong weekly close (~$4,342) carry into a Monday where the calendar is light and the week's weight falls on three prints — CPI Wednesday (conse…

2026-08-10
PRE-MARKET RESEARCH

Monday, July 13, 2026

The fragile ceasefire collapsed over the weekend — CENTCOM struck 140+ Iranian military sites Saturday night, Iran declared the Strait of Hormuz closed and retaliated across five Gulf states including…

2026-07-13
PRE-MARKET RESEARCH

Tuesday, June 23, 2026

The global AI crowding trade faces its stiffest test of the year: KOSPI's 10% circuit-breaker collapse — Samsung and SK Hynix both down 12% simultaneously — signals that even the HBM thesis is subject…

2026-06-23
PRE-MARKET RESEARCH

Friday, June 19, 2026

Exchange status:

2026-06-19
PRE-MARKET RESEARCH

Wednesday, June 17, 2026

Kevin Warsh takes the podium at 2:30 PM for his inaugural press conference as Fed Chair — the rate hold at 3.50–3.75% is ~97–98% priced, the dot plot has been written, and nothing that prints before 2…

2026-06-17
PRE-MARKET RESEARCH

Saturday, June 13, 2026

Your Saturday morning market coffee. The week the S&P 500 recovered its footing, the Dow Jones hit a new all-time high, and SpaceX became one of the world's largest publicly traded companies in a sing…

2026-06-13
PRE-MARKET RESEARCH

Wednesday, June 10, 2026

The session's entire directional fate hangs on one number printing at 8:30 AM ET — May CPI at consensus 4.2% YoY, the highest since April 2023 — against an overnight tape where US-Iran kinetic escalat…

2026-06-10
PRE-MARKET RESEARCH

Saturday, June 6, 2026

Your Saturday morning market coffee. The week the S&P 500's nine-week winning streak ended — not from a geopolitical shock alone but from a two-front collision: a blowout May jobs report of 172,000 ne…

2026-06-06
PRE-MARKET RESEARCH

Saturday, June 6, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-06-06
PRE-MARKET RESEARCH

Tuesday, June 2, 2026

Two overnight prints confirm the AI infrastructure cycle has entered a phase where execution matters more than narrative: HPE's Q2 FY2026 delivered EPS $0.79 vs. $0.53 estimated (+49% beat) and revenu…

2026-06-02
PRE-MARKET RESEARCH

Saturday, May 30, 2026

Your Saturday morning market coffee. The four-day week US and Iranian negotiators reached a tentative 60-day ceasefire extension and agreed to resume nuclear talks — sending WTI crude crashing to $87.…

2026-05-30
PRE-MARKET RESEARCH

Saturday, May 30, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-05-30
PRE-MARKET RESEARCH

Wednesday, May 27, 2026

Zscaler's -21.6% pre-market collapse on a FCF margin guide cut — not an EPS miss, not even a meaningful revenue miss — has rewritten tonight's grading rubric for Marvell and Salesforce: cash generatio…

2026-05-27
PRE-MARKET RESEARCH

Tuesday, May 26, 2026

Trump's "deal will be announced shortly" dropped overnight and WTI is -4.68% to $92.08 — the Iran trade is executing faster than most expected, and the market is running with it: Nasdaq futures +1.08%…

2026-05-26
PRE-MARKET RESEARCH

Sunday, May 24, 2026

The week of May 18–22 ended with the S&P 500 posting its eighth consecutive winning week (7,408→7,473.47, +0.9%) after NVIDIA delivered the most comprehensive earnings beat of the AI era — $81.62B rev…

2026-05-24
PRE-MARKET RESEARCH

Saturday, May 23, 2026

Your Saturday morning market coffee. The week NVIDIA reported the largest semiconductor corporate quarter in history — $81.6 billion — and its stock fell ~3.4%; SpaceX filed the most anticipated S-1 s…

2026-05-23
PRE-MARKET RESEARCH

Saturday, May 23, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-05-23
PRE-MARKET RESEARCH

Saturday, May 23, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-05-23
PRE-MARKET RESEARCH

Saturday, May 23, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-05-23
PRE-MARKET RESEARCH

Saturday, May 23, 2026

Daily pre-market research, strategy signals, and trade ideas from AskMelon.

2026-05-23