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tomshardware.com
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Bruno Ferreira
Cloudflare cuts 20% of its jobs due to AI, and its stock takes a 19% spill. The company announced it will be cutting 1,100 jobs and has increased its usage of AI sixfold over the past few months.
2026-05-09
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2026-05-09
24/7 Wall St.
If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily?
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Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) and Intel an even more
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www.techi.com
2026-05-09
Techi
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Markets & Equities
PUBLISHED
May 9, 2026 · 12:07 PM EDT
Nvidia Stock’s Hidden 2026 Risk: The GPU Debt Cliff Behind the AI Boom
By
Hazel Kaya
·
16 min read
REVIEWED BY
Omer Sheikh
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Nvidia
NASDAQ
NVDA
$215.20
▲ +3.70 (+1.75%)
MARKET CAP
$5.27T
DAY RANGE
$212.95 – $217.75
VOLUME
136.4M
MARKET STATUS
U.S. regular session closed; snapshot as of Friday, May 8, 2026, 4:00 p.m.
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Summit Wealth Partners LLC Decreases Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Summit Wealth Partners LLC reduced its NVIDIA stake by 44.7% in the fourth quarter, selling 6,345 shares and ending with 7,857 shares valued at about $1.465 million.
Despite some mixed market sentiment, NVIDIA continues to receive strong Wal
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Traphagen Investment Advisors LLC Raises Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Traphagen Investment Advisors LLC increased its NVIDIA stake by 13.6% in the fourth quarter, buying 4,690 more shares and bringing its total to 39,218 shares worth about $7.3 million.
NVIDIA reported strong quarterly results, with earnin
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Manning & Napier Advisors LLC Has $101.59 Million Stock Holdings in ASML Holding N.V. $ASML
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Manning & Napier Advisors LLC massively increased its ASML position in Q4, ending with 94,756 shares worth about $101.6 million. The stake now makes up roughly 1.3% of its portfolio.
ASML’s stock has been strong, recently opening
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by Makena Capital Management LLC
Written by MarketBeat
May 9, 2026
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KEY POINTS
Makena Capital Management cut its TSMC holdings by 9.1% in the fourth quarter, selling 8,454 shares and leaving it with 84,495 shares valued at about $25.7 million.
TSMC reported strong quarterly results, including $
2026-05-09
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2026-05-09
Insider Monkey
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2026-05-09
MarketBeat
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
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Shares of materials science specialistCorning(GLW+2.49%)surged earlier this week after the company announced a multi-year partnership withartificial intelligence (AI)chipmakerNvidia. The deal, which dramatically expands U.S. manufacturing of the optical components that AI data centers rely on, sent the stock to fresh 52-week highs. With shares now up an incredible 315% over the last 12 months, the
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ASML (NASDAQ:ASML) Stock Price Up 5% - Still a Buy?
Written by MarketBeat
May 8, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ASML shares jumped 5% on Friday, with trading volume running above average as the stock moved to around $1,592 after closing at $1,516.60 the prior day.
Recent analyst commentary remains supportive: Berenberg reiterated a buy rating, while multiple firms kept bullish v