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Nvidia (NVDA) Updated 2 hours ago

Nvidia CEO Jensen Huang received a significant salary increase after a decade, with his total pay reaching $49.9 million in 2025. His base salary rose by 49% to $1.5 million, and his stock awards grew to $38.8 million. Despite facing challenges such as U.S. restrictions on chip exports to China and competition from Huawei's AI chips, Nvidia reported a 114% jump in full-year revenue to $130.5 billion in the 2025 fiscal year. Intel announced plans to develop its own AI chips to challenge Nvidia's dominance, aiming for long-term success in the market. Nvidia's stock performance has been influenced by various factors, including trade policies and global competition, but recent positive news from tech giants like Microsoft and Meta reaffirming their AI investment plans have boosted demand for Nvidia's products. Despite concerns over potential changes to AI chip export rules and geopolitical tensions impacting the Chinese market, Jensen Huang remains engaged with global leaders to navigate these challenges effectively.

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Nvidia CEO Jensen Huang gets first salary boost in 10 years Yahoo Finance Positive

Nvidia CEO Jensen Huang got his first raise in a decade Quartz Positive

Nvidia CEO Jensen Huang Sounds Alarm As 50% Of AI Researchers Are Chinese, Urges America To... Benzinga Positive

Intel Planning A Homegrown Challenge To Nvidia, Says It's 'Not A Quick Fix' Benzinga

Nvidia raised concerns about Huawei's growing AI capabilities to US lawmakers Reuters

Microsoft (MSFT) Updated 4 hours ago

Microsoft has seen an 11% rise in share price attributed to strong economic signals and positive market conditions. Factors such as solid Q3 earnings, ongoing share buybacks, collaborations with partners like Health Catalyst, and the launch of new products have reinforced investor confidence in Microsoft's innovation in AI and cloud solutions. The company's total shareholder return over five years was 142.06%, showcasing significant growth. Microsoft's focus on AI technologies and strategic partnerships is expected to further drive revenue growth and enterprise adoption. Additionally, Microsoft is raising the prices of its Xbox consoles, games, and accessories worldwide due to ongoing tariff uncertainty starting May 1. Despite these price hikes, Microsoft emphasizes the value offered through services like Xbox Game Pass for gamers. Furthermore, Microsoft recently reported impressive third-quarter earnings with a revenue of US$70 billion and a net income of US$26 billion driven by strong demand for cloud and AI services. The company's focus on AI workloads has been a key factor in its growth, with nearly half of the cloud revenue coming from AI-related activities.

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'Keep Cutting 'Til The Screaming Starts'—Elon Musk Reportedly Shutting Down The Government Loan... Benzinga Negative

Tim Cook Tells Commerce Secretary Lutnick How Apple 'Could' Bring iPhone Manufacturing To US Benzinga Positive

Apple has tariff problems its Big Tech peers do not Yahoo Finance Negative

Microsoft (NasdaqGS:MSFT) Enhances Secure Authentication With Entra ID And YubiKeys Simply Wall St. Positive

Amazon beats on earnings as ad sales surge. But Microsoft's cloud growth may steal the show Quartz

Apple (AAPL) Updated 4 hours ago

Apple CEO Tim Cook has been in discussions with U.S. Commerce Secretary Howard Lutnick regarding the potential for bringing iPhone manufacturing to the United States, emphasizing the need for robotic automation to improve production efficiency. This move aims to address concerns about reliance on foreign labor, particularly in China, and potential disruptions. By utilizing robots for assembly tasks, Apple could potentially avoid higher labor costs in the U.S., impacting iPhone prices. Cook has previously secured a tariff exemption for iPhones through discussions with Lutnick, which could affect Apple's bottom line. The company is also looking to shift manufacturing towards India to reduce tariff impacts and increase profitability. Despite reporting better-than-expected earnings driven by strong iPhone sales, Apple's shares fell due to uncertainties surrounding President Trump's tariffs and trade tensions. The company is working on diversifying its supply chain by manufacturing products in countries like India and Vietnam to mitigate risks associated with tariffs and trade uncertainties. Additionally, Apple has faced challenges related to tariffs imposed by President Trump on imports from China, affecting its global operations and prompting efforts to reduce reliance on Chinese production.

Stories

Tim Cook Tells Commerce Secretary Lutnick How Apple 'Could' Bring iPhone Manufacturing To US Benzinga Positive

Apple has tariff problems its Big Tech peers do not Yahoo Finance Negative

Apple (NasdaqGS:AAPL) Announces $100 Billion Buyback and Crypto Integration With Mesh Simply Wall St. Positive

Apple hit with two downgrades as tariff and growth worries grow Bloomberg Negative

Analysis-Amazon sellers are stocking up in the face of tariffs, but it's a short-term fix Reuters Negative

AMD (AMD) Updated 4 hours ago

Nvidia CEO Jensen Huang received a significant salary increase, bringing his base salary to $1.49 million in the 2025 fiscal year to align with peer CEOs. Despite this raise, his total compensation package remains below that of Broadcom's CEO Hock Tan, who earned over $1 billion in 2024. Nvidia's stock rose following Meta and Microsoft's AI investment plans, benefiting chip stocks like AMD and Broadcom. CEO Huang is advocating for changes in AI chip export rules to promote American AI technology globally. AMD presented at the OCP EMEA Summit in Dublin, with its stock closing at $96.06. In other news, MediaViz AI launched a platform for enhanced image processing power, while Nvidia and Intel saw slight stock price changes.

Stories

Nvidia CEO Jensen Huang gets first salary boost in 10 years Yahoo Finance Positive

Nvidia stock rises to lead chip rally after Meta, Microsoft back AI investment plans Yahoo Finance Positive

Latest News In AI Chips - AI Revolution MediaViz Enhances Image Processing Power Simply Wall St. Positive

UnitedHealth Group (UNH) Updated 4 hours ago

UnitedHealth Group, a key player in the healthcare industry, has faced challenges in recent years impacting its stock performance. Despite this, the company remains focused on long-term value and growth. The news also mentions Eli Lilly's disappointment over a deal involving Novo Nordisk's weight-loss drug, but Eli Lilly is confident in its own products and future launches. The stock market is showing resilience with tech giants like Microsoft and Meta reporting strong earnings. UnitedHealth Group's stock was impacted by concerns about Medicare Advantage players, but CVS's performance helped alleviate these worries. Additionally, UnitedHealth Group's use of debt is being analyzed, with the company demonstrating solid financial management and positioning to handle its obligations effectively.

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Eli Lilly CEO waves off CVS-Novo Nordisk deal: 'It feels a little like last decade' Yahoo Finance Negative

Stocks shrug off recession alarms as Big Tech earnings blow off the roof Quartz Positive

How To Earn $500 A Month From Apple Stock Ahead Of Q2 Earnings Benzinga

GM reinstates lower guidance, will take nearly $5B hit from Trump auto tariffs Yahoo Finance Negative

Nasdaq Plan Will Bring Zero-Day Option Boom Closer to Single Stocks Bloomberg Positive

Meta (META) Updated 4 hours ago

Meta Platforms Inc, formerly known as Facebook, reported strong first-quarter financial results with revenue reaching $42.31 billion, a 16% increase year-over-year. Net income rose to $16.64 billion, up 35%, and earnings per share increased by 37% to $6.43, surpassing consensus estimates. Despite challenges from the FTC over alleged monopoly practices and ongoing legal battles, Meta's stock price rose over 4% in after-hours trading following the announcement. CEO Mark Zuckerberg highlighted progress in AI initiatives and core advertising business, emphasizing continued investment in AI projects like Meta AI and AI-powered glasses. The company aims to invest heavily in building user engagement through AI infrastructure and other technologies. Additionally, Meta is expected to benefit from shifts in ad spending according to analysts, positioning it well for future growth despite regulatory challenges and competition concerns.

Stories

Apple has tariff problems its Big Tech peers do not Yahoo Finance Negative

Analyst Cautions On Snap As Meta And Google Benefit From Ad Spending Shifts Benzinga Negative

EXCLUSIVE: If Meta Is Forced To Divest Instagram, WhatsApp, Or Facebook, 43% Pick This Standout Benzinga

Meta Platforms (NasdaqGS:META) Reports Strong Q1 2025 Earnings and Completes Share Buyback Simply Wall St. Positive

Amazon (AMZN) Updated 4 hours ago

Amazon reported strong first-quarter earnings, with net sales reaching $155.7 billion and net income at $17.1 billion. The company's ad sales surged by 19% to $13.9 billion, exceeding analyst estimates. Amazon's profit engine, AWS, posted $29.3 billion in revenue with operating income climbing to $11.5 billion, showcasing strong demand for cloud and AI services. Despite the positive results, Amazon's shares dropped 4% in after-hours trading due to concerns about macro pressures and regulatory scrutiny. The company faces competition from Microsoft's cloud growth, which outpaced Amazon's this quarter. Analysts project a 9.6% annual revenue growth for Amazon over the next three years, supported by innovations in AI and automation within the company. In response to U.S. tariffs on Chinese imports impacting its e-commerce business, Amazon is expanding its delivery network with a new 65,000-sq-ft last-mile facility in Missouri to enhance fulfillment capabilities and streamline delivery networks through automation and AI. Additionally, Amazon is planning to expand its presence in rural areas by building dozens of warehouses across the United States as part of a $4 billion investment project by the end of 2026 to enhance logistics operations.

Stories

Apple has tariff problems its Big Tech peers do not Yahoo Finance Negative

Amazon.com (NasdaqGS:AMZN) Reports Q1 Revenue of US$156 Billion and Raises Q2 Guidance Simply Wall St. Positive

Dow climbs on job numbers as Big Tech divides and Trump once again calls for a rate cut Quartz Positive

Analysis-Amazon sellers are stocking up in the face of tariffs, but it's a short-term fix Reuters Negative

Andy Jassy Pushes For Start-Up Mindset At Amazon: 'When You Get Larger...You Can Get Slowed Down' Benzinga Positive

Palantir (PLTR) Updated 4 hours ago

Palantir has secured a notable $178 million Army contract for its intelligence-gathering truck, showcasing the Defense Department's interest in cutting-edge software for future battlefields. The project involves partnerships with Anduril Industries Inc. and Northrop Grumman Corp., with the Titan system featuring a truck and trailer for satellite data connectivity. Palantir is set to deliver prototypes by 2026, aiming for full-rate production by 2027-2028. Additionally, the company's collaboration with Natilus highlights its commitment to sustainable aircraft development using AI technologies. Palantir's stock has seen a 46% increase driven by expanded clientele and collaborations across sectors like aviation, healthcare, and national security. Prominent investor Cathie Wood sees Palantir as a key player in enterprise AI, potentially challenging Microsoft's dominance in the industry. Despite Microsoft's focus on cloud services, Palantir is making strides in defense partnerships and innovative projects like AI-powered tanks, positioning itself as a strong competitor in the enterprise AI space.

Stories

Palantir's Intelligence-Gathering Truck Rated a Winner by Army Bloomberg Positive

Palantir Technologies (NasdaqGS:PLTR) Partners With Natilus to Innovate Sustainable Aircraft... Simply Wall St. Positive

Cathie Wood Sees Palantir Dominating Enterprise AI, Wonders How Microsoft Will Manage 'Massive... Benzinga Positive

Tesla (TSLA) Updated 4 hours ago

Elon Musk is overseeing the dismantling of the Department of Energy's Loan Programs Office, which previously helped Tesla with a loan. This move has raised concerns about the future of American clean energy as federal programs supporting renewable energy are being cut. Despite benefiting from government funding in the past, Musk is now presiding over cuts to such programs, leading to resignations and uncertainty for loan recipients. Tesla Chairwoman Robyn Denholm has been actively selling Tesla shares, while board member Joe Gebbia made a significant insider stock purchase. Short seller Jim Chanos criticized Tesla's robotaxi economic projections, questioning their viability. Despite skepticism, Tesla is intensifying testing efforts for its limited robotaxi launch in Austin this June. There have been reports and denials regarding potential leadership changes at Tesla, with Elon Musk facing scrutiny for his behavior and distractions. The board has considered replacing Musk but sees it as a significant risk due to his perceived importance to Tesla's success.

Stories

'Keep Cutting 'Til The Screaming Starts'—Elon Musk Reportedly Shutting Down The Government Loan... Benzinga Negative

Tesla Chairwoman Files To Sell More Stock Continuing Pattern Of Insider Sales At EV Giant Benzinga Negative

Short Seller Jim Chanos Slams Tesla Robotaxi Economics As 'Ridiculous,' Citing Dead Miles,... Benzinga Negative

Elon Musk Was Asked Why Other Car Companies Suck —He Said 'It Blows My Mind' They Choose 'Ugly,... Benzinga Negative

Analysis-Tesla without Musk? Board faces unique challenge whether he stays or goes Reuters Negative

Hims & Hers Health (HIMS) Updated 4 hours ago

Hims & Hers Health (NYSE:HIMS) recently saw a 24% surge in its stock price after announcing a partnership with Novo Nordisk to improve obesity care access in the U.S. This collaboration is expected to expand the company's health solutions portfolio and drive revenue growth. Hims & Hers is focused on leveraging technology and new facilities to enhance personalized healthcare offerings. The company has demonstrated strong long-term growth, outperforming the broader U.S. healthcare industry with a total shareholder return of 660.92% over the past three years. The news also highlights Meta and Microsoft's AI investment plans, which have positively impacted chip stocks like Nvidia, Broadcom, and Micron. Microsoft reaffirmed its $80 billion spending plan for AI data centers, while Meta raised its capital expenditure outlook for 2025. Despite challenges from trade policies affecting global competition, Nvidia's stock gain helped offset year-to-date losses. CEO Jensen Huang of Nvidia called for changes in rules for AI chip exports during a visit to Washington, D.C.

Stories

The AI revolution is an advertising revolution: Morning Brief Yahoo Finance Positive

Hims & Hers Health (NYSE:HIMS) Surges 24% In One Week After Novo Nordisk Partnership Simply Wall St. Positive

Nvidia stock rises to lead chip gains after Meta, Microsoft back AI investment plans Yahoo Finance Positive

Amazon.com (NasdaqGS:AMZN) Partners With Korbyt to Revolutionize Digital Signage Solutions Simply Wall St. Positive

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Rank	Name	News Sentiment
1	Palantir	Positive
2	Tesla	Negative
3	Nvidia	Positive
4	Amazon	Positive
5	Meta	Neutral
6	UnitedHealth Group	Neutral
7	AMD	Positive
8	Microsoft	Positive
9	Hims & Hers Health	Positive
10	Apple	Positive

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