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The day at a glance · 3 min read
Mood · Risk-On
+65
Sentiment, −100 to +100
Nvidia Q1 Revenue
$81.6B+85%
Nvidia Stock (After-Hours)
7.6%+7.6%
Broadcom Revenue Growth
35.75%+35.75%
Key driverNvidia's record quarterly revenue beat and 85% year-over-year growth fueled by sustained AI infrastructure demand
Daily briefTech Sector· Money365.Market AI ·

Nvidia Surges on Record AI Revenue; Meta Faces China Hurdle

Nvidia beats Q1 estimates with $81.6B revenue. Meta's Manus acquisition faces $1B unwinding pressure from Beijing regulators.

AI & Semiconductors

Bullish
NVDAQCOMAVGO
Nvidia ($NVDA) delivered a blockbuster Q1 FY2027 earnings beat, reporting revenue of $81.6B and earnings per share of $1.87, reflecting 85% year-over-year growth driven by sustained AI infrastructure demand. The stock climbed 7.6% in after-hours trading following the results, though uncertainty remains as the company did not provide forward guidance.
Qualcomm ($QCOM) continues gaining traction in artificial intelligence business, with Aletheia Capital maintaining a Hold rating on May 5 as the company benefits from CPU and ASIC performance improvements.
Broadcom ($AVGO) reported exceptional financial metrics with 35.75% revenue growth and 164% return on invested capital, though the company filed a lawsuit against EU antitrust regulators on May 13 over document requests related to its VMware acquisition.

Cloud & Enterprise Software

Neutral

Public Cloud Market (2035)

$3.36T

Salesforce Price Target

$160

ServiceNow Revenue

$13.96B
GOOGLCRMNOW
The global public cloud market is projected to reach $3.36 trillion by 2035, with Amazon Web Services, Google ($GOOGL), IBM, and Oracle intensifying competition through comprehensive cloud solution portfolios. Key growth opportunities include rising AI and machine learning adoption, hybrid and multi-cloud strategies, and edge computing demand.
Salesforce ($CRM) received a reinstated 'Underperform' rating from Bank of America with a $160 price target, implying downside from current levels around $178 as the firm cited concerns about an "AI-driven structural reset." ServiceNow ($NOW) has experienced significant share price volatility, declining 31% year-to-date and 50% over the past year despite reporting annual revenue of $13.96 billion and net income of $1.76 billion.

Big Tech Regulatory & Strategic Moves

Neutral

Manus Acquisition Value

$2B

Potential Manus Buyback

$1B

Meta Renewable Energy

850MW

Netflix Ad Tier Viewers

250M
METANFLX
Meta Platforms ($META) faces significant regulatory challenges as co-founders of Manus explore raising approximately $1 billion from external investors to unwind the company's $2 billion acquisition of the AI startup following Beijing's order. The Manus founders are discussing a funding round valued at levels matching what $META originally paid for the Singapore-based company. On the energy front, $META entered power purchase agreements with D.E. Shaw Renewable Investments for 850 megawatts of renewable energy capacity on May 12, consisting of 500MW in Oklahoma, 200MW in Texas, and 150MW in additional capacity.
Netflix ($NFLX) announced on May 13 that its advertising business is accelerating rapidly, with its ad-supported tier reaching more than 250 million global monthly active viewers, with over 80% of ad members engaging with the platform.

Emerging Technology Markets

Bullish

Quantum Networking Market (2035)

$42B
GOOGL
The quantum networking market is forecast to reach $42 billion by 2035, driven by secure communication needs leveraging quantum entanglement to surpass traditional encryption methods.
IBM, Google ($GOOGL), Cisco, and Toshiba are playing pivotal roles in driving market development through extensive research and development efforts. Growth is being propelled by escalating cybersecurity requirements, government investment, and advancements in quantum hardware across key sectors including finance, defense, and healthcare, with North America leading market adoption.

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