Stocks were mostly lower on Tuesday after President Donald Trump’s 25% tax on imports from Canada and Mexico, and an additional 10% tariff on Chinese goods went into effect. The S&P 500 and Dow Jones Industrial Average fell 0.

Investors are anxiously waiting for Nvidia’s (NVDA) fourth-quarter earnings report, which may provide a much-needed boost to the U.S. stock

Platform Technology Partners boosted its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 0.3% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 73,270 shares of the computer hardware maker’s stock after buying an additional 213 shares during the period.

Beese Fulmer Investment Management Inc. reduced its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).

Nvidia (NASDAQ:NVDA) is sure to draw most of Wall Street’s attention this afternoon when it delivers its January quarter (FQ4) report after the

Its market cap dropped by $600 billion in one day. The chip giant is set to respond on this week's investor call.

U.S. equities fell at midday on weak economic reports and worries about new tariffs from the Trump administration.

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips. TD Cowen’s Michael Elias said his team’s finding points to “a potential oversupply position” for Microsoft. Shares of Nvidia fell 4% on Friday.

With AI-exposed stocks consolidating ahead of earnings season, Huberty noted that Morgan Stanley's Asia Tech analysts see a 3-15% upside for AI names if Nvidia surpasses revenue expectations ...

Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.

For all the talk about DeepSeek and the Blackwell transition, Morgan Stanley's Joseph Moore says there's another reason that Nvidia might end up giving a conservative forecast. "Export controls have been a challenge since last year's restriction on processing power to China,