NVIDIA Earnings Beat Expectations, AI Capex Guidance Raised
NVIDIA reported revenue of $28.5B, beating consensus by 12%. The company raised full-year guidance citing sustained demand from hyperscalers and sovereign AI initiatives.
Events
Macro signals, token analysis, ETF flows, and market-moving news in one view.
Market Regime
bullishRisk-On
ETF Flow Direction
Net Inflow6 funds tracked
News Feed
5 storiesacross 4 categories
Featured Tokens
8 tracked6 bullish signals
$178.94
ConsolidatingbullishScore: 58/100
24h Return+0.42%
7d Return+1.87%
Support$170
Resistance$190
Bullish Factors
- Search ad revenue resilient despite AI competition fears
- Google Cloud growing 28% YoY with improving margins
- Gemini AI models competitive with GPT-4 class
Risk Factors
- DOJ antitrust ruling could force structural changes
- YouTube ad growth decelerating
- AI search disruption risk remains an overhang
News Feed
Apple Faces Headwinds as iPhone Sales Decline 8% in China
Apple's market share in China fell to 15.2% as local competitors Huawei and Xiaomi gained ground. Analysts cut price targets citing prolonged replacement cycles and AI feature delays.
Microsoft Azure Revenue Grows 32%, Beats Cloud Estimates
Microsoft's cloud division reported accelerating growth driven by AI workload adoption. Copilot enterprise seats surpassed 1 million, with management noting strong pipeline for H2 2026.
Tesla Robotaxi Unveil Set for June, Regulatory Approvals Pending
Tesla confirmed its autonomous ride-hailing service launch event for June 2026. The company is still awaiting regulatory clearance in California and Texas, with analysts divided on timeline feasibility.
Google Launches Gemini 2.5 Pro, Claims State-of-the-Art Benchmarks
Alphabet unveiled its latest AI model with significant improvements in coding and reasoning. Cloud customers get early access, putting pressure on OpenAI and Anthropic in the enterprise AI race.