The S&P 500 has hit new highs in 2026 driven by AI-linked earnings growth, with large-cap tech outperforming across the board while commodities and credit spreads reflect the risk of a longer supply chain disruption from the Iran conflict.
Tag: earnings
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Nvidia guides to $78 billion for Q1 as Blackwell demand stays ahead of supply
The chipmaker’s fiscal first-quarter results, due May 20, carry $78 billion in management guidance — a sequential increase from the $68.1 billion reported in Q4 — driven almost entirely by data center orders for its Blackwell architecture platform from hyperscale cloud providers.