$NVDA
23 long-form articles and 35 pre-market mentions covering $NVDA from AskMelon Research.
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…
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 …
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…
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 …
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…
Amazon Is Spending $200 Billion on AI. Its Free Cash Flow Just Fell 95%.
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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…
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…
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…
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…
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…
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, …
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Friday, June 19, 2026
Exchange status:
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…
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…
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…
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…
Saturday, June 6, 2026
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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…
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.…
Saturday, May 30, 2026
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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…
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%…
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…
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…
Saturday, May 23, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 23, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 23, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 22, 2026
Workday and Ross Stores delivered the week's cleanest post-earnings setups overnight — WDAY +10.8% AH on doubled AI-agent customer counts and ROST's historic +20% EPS beat — but today's session is def…
Thursday, May 21, 2026
NVIDIA delivered its most comprehensive beat in two years — $81.6B revenue, $91B Q2 guide, $80B buyback, and a 25x dividend hike — yet traded down 1% after the close as the market processed the parado…
Wednesday, May 20, 2026
The dual binary that has suppressed three consecutive S&P losses arrives today: FOMC April Minutes drop at 2:00 PM ET revealing the 8-4 dissent's rate-hike language, and NVIDIA Q1 FY2027 prints after …
Tuesday, May 19, 2026
Monday's three simultaneous shocks — Moody's Aaa→Aa1, UAE Barakah nuclear plant strike, China April data triple-miss — sent the S&P slightly lower (~−0.07%), ending the prior winning run. Tuesday begi…
Monday, May 18, 2026
Two weekend shocks arrived in sequence: Moody's stripped the US of its final Aaa sovereign credit rating Friday evening — the first time all three major agencies have placed the US below top-tier, wit…
Sunday, May 17, 2026
The week that began at S&P 500 ATH 7,398.93 ended at 7,408.50 — nominally flat — but the path was anything but: CSCO raised its AI orders full-year guidance to $9B, AMAT printed a record quarter, Wars…
Saturday, May 16, 2026
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Saturday, May 16, 2026
Verified: 11 | Wrong: 10 | Unverified/Analytical: 10
Friday, May 15, 2026
Applied Materials just confirmed the semiconductor equipment supercycle is in full acceleration — WFE >30% growth in 2026, margins at a 25-year high, Q3 guide 10% above the Street — and the market is …
Wednesday, May 13, 2026
Jensen Huang's last-minute addition to Trump's Beijing delegation — flying to Alaska to board Air Force One — sent MU +6%, NVDA +2%, and SMH +2.2% pre-market, rewriting Wednesday's session from CPI-ha…
Sunday, May 10, 2026
NFP April landed at +115,000 — a double-beat above the ~60K consensus — sending the S&P 500 to a fresh record of 7,398.93 (+0.8%) and Nasdaq to a new ATH on Friday, capping six straight weekly gains. …
Tuesday, April 28, 2026
GM obliterates Q1 estimates (41% EPS beat, SCOTUS tariff windfall). Rubio calls Tehran's Hormuz offer "unacceptable" — Brent surges to $111, WTI at $99. Oracle -5.2% on OpenAI drama. Visa + Starbucks …
Monday, April 27, 2026
Verizon beats, consumer lives. Iran blinked through Pakistan, Araghchi's on a plane to Putin. The biggest earnings and macro week of 2026 loads with flat futures and a geopolitical tail option that no…
Sunday, April 26, 2026
Trump blows up the Islamabad talks. Araghchi reroutes to Moscow. The week that ends with "indefinitely extended ceasefire" starts with envoys sent home.
Friday, April 24, 2026
Intel +25% on a revenue blowout. Trump tells reporters "don't rush me" on Iran. Brent breaks $105. Bitcoin back at $78K. The Nasdaq is dragged higher by a single semiconductor while oil tells another …
Wednesday, April 22, 2026
The ceasefire was supposed to die tonight. Trump extended it instead. Now Boeing opens the day with a loss, Tesla closes it with a showdown, and oil pulls back just enough to make the bulls hopeful ag…
Monday, April 20, 2026
Vance, Witkoff, and Kushner are wheels-up to Islamabad. The ceasefire expires Wednesday. Iran says it's impossible to pass the strait. Oil is surging again. Whatever happens this week will define the …