Retail earnings ahead, Nvidia CEO on U.S. chip controls - what’s moving markets
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StreetInsider.com Top Tickers, 6/23/2026
- Nasdaq futures drop over 2% on concerns over AI buildout costs, Fed rate outlook
- Nasdaq 100 set to shed over $1 trillion as tech selloff deepens; SpaceX slides
- Oil prices fall as investors focus on Hormuz flows after peace talks
- SpaceX slides, tech stocks dip — what’s moving markets
- Deutsche Bank cuts gold outlook as Fed repricing weighs on prices
- Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation
- Spain's ex-transport minister sentenced to 24 years for corruption
- China, US, UAE police arrest 276 telecom fraud suspects in Dubai
- Li Auto Inc. (LI) Breaks Ground on Chips R&D and Production Base
- 'Equal and opposite': BTIG's Krinsky sees sharp reversal ahead for chip stocks
Susquehanna on NVIDIA (NVDA): 'we still view NVIDIA as having one of the largest opportunity sets ahead'
May 22, 2025 8:48 AM EDTSusquehanna analyst Christopher Rolland reiterated a Positive rating and $180.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVIDIA reports earnings on Wednesday, May 28. We expect generally in-line revenue for January, as our checks around the supply chain remain solid, but China H20 restrictions impacted the last three weeks of sales in the quarter (~$1 billion). Looking forward, we have removed ~$4.5 billion per quarter to account for the lost Chinese revenue. In summary, we are now estimating NVIDIAs FY26 Data Center revenue to be ~$168 billion and overall total company revenue to be ~$186... More
KeyBanc Reiterates Sector Weight Rating on Home Depot (HD)
May 21, 2025 6:08 AM EDTKeyBanc analyst Bradley Thomas reiterated a Sector Weight rating on Home Depot (NYSE: HD).
The analyst comments "HD remains a top tier retailer facing a challenging industry backdrop. HD reported mixed 1Q results, pressured by poor weather. Comps declined 0.3%, aligning... More
