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Morning Brief anchors Julie Hyman and Brad Smith break down the latest market news for May 14, 2025. The US stock rally loses steam after the S&P 500 wipes out its losses for the year.

youtube.com 2025 May 14
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NVIDIA reclaims $3 trillion and displays more upside potential. Invest in NVDA-heavy ETFs to participate in the company's growth.

zacks.com 2025 May 14
NVDA Stock News Image - youtube.com

President Trump is striking deals to give Saudi Arabia wider access to advanced AI chips. Nvidia, AMD are seeing gains while Super Micro announced it reached a deal worth $20 billion dollars.

youtube.com 2025 May 14
NVDA Stock News Image - youtube.com

BofA raised price targets on Nvidia (NVDA) and AMD Inc. (AMD) after both companies inked deals with Saudi Arabia. That, on top of Supermicro's (SMCI) $20 billion partnership with the nation, is something Alex Coffey attributes to A.I.

youtube.com 2025 May 14
NVDA Stock News Image - seekingalpha.com

The US DoC has scrapped the AI Diffusion export controls, removing a major regulatory overhang and reigniting Nvidia's global Sovereign AI ambitions. Nvidia's new multi-billion dollar deals in the Middle East, especially with Saudi Arabia, could add an estimated $63B in high-margin revenue. Nvidia's ex-USA business is rapidly accelerating, and these catalysts are not yet reflected in consensus analyst forecasts or current valuation multiples.

seekingalpha.com 2025 May 14
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In today's video, I discuss recent updates impacting Nvidia (NVDA 3.09%) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special offer link below.

fool.com 2025 May 14
NVDA Stock News Image - fool.com

In today's video, I discuss recent updates impacting Nvidia (NVDA 3.09%) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special offer link below.

fool.com 2025 May 14
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Nasdaq 100 and S&P 500 rise as bullish sentiment grows on U.S.-China tariff truce and AI-driven tech stock surge, led by Nvidia, AMD, and Apple.

fxempire.com 2025 May 14
NVDA Stock News Image - seekingalpha.com

I am upgrading AMD to a BUY due to an attractive valuation and upcoming catalysts such as China trade war de-escalation and a new AI hardware cycle. AMD trails Nvidia in AI chip technology, with data center growth at 39% YoY (Q1) versus Nvidia's 427%, but its focus on memory and bandwidth is promising. AMD doesn't need to match Nvidia's pace; even modest AI inference gains and niche success can drive outsized returns of up to 10X from current share prices.

seekingalpha.com 2025 May 14
NVDA Stock News Image - barrons.com

The company is best known for being the primary contract manufacturer of the iPhone.

barrons.com 2025 May 14
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