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Nvidia gains more than 3% as Wall Street ends a three-day losing streak
The S&P 500, Dow and Nasdaq all advanced Wednesday as technology shares rose and bond yields steadied.
NVDA
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Nvidia Lost 10% in Six Days. The Money Didn't Leave AI — It Rotated.
NVDA pulled back 9.5% from its all-time high while Micron surged 19% and CoreWeave kept climbing. This isn't the AI narrative breaking — it's capital rotating from GPU design to the second tier of the compute stack.
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Nasdaq's AI Weight Reshuffle Is Coming — Will the S&P 500 Follow?
Nasdaq may execute another special rebalance in H2 2026 to address NVDA, AAPL, and MSFT's combined 35%-plus grip on the QQQ. The bigger structural question: whether the S&P 500 eventually adopts its own concentration caps — and reprices $6 trillion in passive flows.
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Nvidia Beat on All Three Lines — So Why Is NVDA Down 1.94%?
Nvidia crushed revenue, operating margin, and guidance, yet shares slid for three straight days after earnings. The market isn't saying AI is broken — it's saying "strong" is no longer enough.
NVDA
Nvidia Deep Dive: Blackwell Peak Pricing, Rubin on Deck, and the ASIC Siege — What Changes Before the May 20 Earnings
Nvidia's Q1 FY27 earnings on May 20 aren't just a beat-or-miss on the $78B guide — they mark the first time markets must reprice Rubin while Blackwell enters peak valuation territory. Four converging pressures: custom ASIC penetration, China delivery limbo, customer concentration risk,…