Nvidia delivered better-than-expected earnings and revenue this quarter, igniting a rally across global semiconductor stocks. Shares jumped 6% in extended trading, boosting major names like AMD, Taiwan Semiconductor, and Qualcomm. European and Asian chipmakers—from ASML to SK Hynix—also gained. Nvidia’s results reassured markets that AI momentum remains strong despite geopolitical pressures.

Strong Results Despite Trade Setbacks

However, despite Nvidia’s strong Q1, U.S. export restrictions to China led to $2.5 billion in lost sales and a $4.5 billion inventory charge. Still, adjusted earnings per share hit $0.96, beating expectations. The data center business brought in $39.1 billion, driven by major cloud players like Microsoft. While annual growth slowed to 69.1% from 262%, Nvidia still posted record revenue of $44.1 billion, surpassing forecasts and reinforcing its central role in global AI infrastructure.

AI Boom Remains Long-Term Growth Engine

For investors, Nvidia’s strong quarter is a signal that the AI and semiconductor boom has staying power. Despite regulatory headwinds and shifting global trade dynamics, Nvidia continues to deliver robust performance and lead innovation. Its earnings lifted the entire chip sector, reaffirming confidence in AI’s long-term potential. Long-term investors can take the chance to reassess their exposure to AI and semiconductor stocks, which are increasingly seen as foundational to future technological growth.

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Market Recap

Markets rebounded this week, as delayed US tariffs on the EU boosted investor sentiment. The S&P 500 rose 2.1%, while bond yields dipped amid global uncertainty. Oil prices climbed on Venezuela sanctions, and gold steadied. Positive economic signals and easing trade tensions supported gains across equities, bonds, and commodities.

Key Events

This week, investors will closely monitor the following key events:

• Mon: US manufacturing PMI (May), Fed Chair Powell speaks, China Caixin manufacturing PMI (May)
• Tue: US Jolts job openings (Apr)
• Wed: US services PMI (May)
• Thur: US initial jobless claims, Fed’s balance sheets
• Fri: US unemployment rate (May)