Nvidia Rallies as CEO Huang Joins Trump’s China Delegation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 13 2026
0mins
Source: stocktwits
- Nvidia Stock Surge: Nvidia (NVDA) shares rose 1% as CEO Jensen Huang joined President Trump's China delegation, igniting investor optimism ahead of its upcoming earnings report, reflecting strong market sentiment regarding its business prospects in China.
- Wall Street Backing: Susquehanna raised Nvidia's price target from $250 to $275, indicating a potential 25% upside, while Wells Fargo increased its target to $315, suggesting that despite margin and market share concerns, durable AI demand will continue to support the stock.
- Defense Spending Boosts RTX: RTX shares gained as defense spending rises, with Collins Aerospace announcing a $26.5 million expansion of its radar production facility in Florida, expected to create over 100 skilled jobs and enhance its competitive position in the defense sector.
- Broadwind Exceeds Expectations: Broadwind (BWEN) reported Q1 revenue of $34.06 million, surpassing analyst estimates, with total orders reaching $37.4 million, indicating strong demand for AI data centers and natural gas power generation, with the CEO noting the beginning of a super cycle.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 204.650
Low
200.00
Averages
264.97
High
352.00
Current: 204.650
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Nvidia's Stock Surge and Dividend Analysis
- Outstanding Stock Performance: As of June 17, Nvidia's shares have surged 1,050% over the past five years, highlighting its strong position in the AI boom and attracting significant investor interest.
- Dividend Increase: In May, Nvidia raised its quarterly dividend from $0.01 to $0.25 per share, yet investors need to own 10,000 shares to generate $10,000 in annual income, indicating limited appeal for income-focused investors.
- High Investment Cost: At the current price of $206.45, investors would need to spend nearly $2.1 million to acquire enough shares for passive income, making it unattractive for those seeking stable cash flow.
- Low Dividend Yield: With a dividend yield of only 0.48%, significantly below the S&P 500 average of 1.04%, Nvidia is better suited for growth investors looking for capital appreciation rather than dividend income.
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United States Oil Fund Returns Just 22% Over a Decade
- Return Analysis: Over the past decade, the United States Oil Fund (USO) has only achieved a total return of 22.46%, while crude oil prices surged from $16.55 to $114.84, indicating that investors failed to effectively capture price movements, reflecting the fund's structural costs.
- Futures Roll Decay: USO rolls its front-month NYMEX WTI futures contracts monthly, and when the futures curve is in contango, the fund sells the cheaper expiring contract and buys the more expensive next one, leading to a monthly bleed in net asset value (NAV) even when spot crude prices remain flat.
- Tax Complexity: As a commodity pool limited partnership, USO investors receive a K-1 tax form, with long-term gains taxed at 60% and short-term gains at 40%, regardless of holding period, which adds unexpected accounting costs for investors.
- Market Risk Warning: As of June 17, 2026, USO is up 65.17% year-to-date, but analysts warn that if the Strait of Hormuz reopens, crude futures could quickly decline, erasing USO's yield advantage, with a 14.94% drop in the past week already observed.
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- Meta Investment Opportunity: Analyst Mark Mahaney highlights that Meta's stock is currently at a three-year trough despite a 33.08% year-over-year revenue growth to $56.31 billion in Q1 2026, with EPS exceeding expectations, indicating a robust business foundation that could attract investors.
- Amazon AWS Growth: Amazon's AWS achieved a 28% growth in Q1 2026, reaching $37.59 billion, marking the fastest growth in 15 quarters with a 37.7% operating margin, suggesting strong performance in the AI sector that may draw more investment.
- Capital Expenditure Pressure: Mahaney notes that the anticipated $200 billion capital expenditure for both Meta and Amazon could compress near-term free cash flow, but if capital intensity peaks and revisions turn positive, it could provide new growth momentum for both companies.
- Market Reaction Potential: Should Meta adopt a strategy similar to SpaceX by renting out its computing capacity, it could quickly alter market perceptions of its stock, alleviating cash burn and potentially leading to a positive re-rating of its shares.
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Dow Jones Futures Dip Ahead of Juneteenth Holiday
- Holiday Market Impact: U.S. stock markets, including Dow Jones, S&P 500, and Nasdaq futures, edged lower on Friday ahead of the Juneteenth holiday, reflecting cautious investor sentiment as markets prepare for a long weekend.
- Weekly Market Rebound: Despite the overall market rebound this week, gains were primarily concentrated in the semiconductor, AI-related stocks, and biotech sectors, indicating a divergence between specific industries and the broader market trend.
- Investor Sentiment Shift: As the holiday approaches, expectations regarding upcoming economic data and policy changes may lead to short-term volatility, prompting investors to closely monitor forthcoming economic indicators.
- Sector Performance Disparity: The strong performance of semiconductor and AI-related stocks may attract more capital into these areas, further driving up tech stocks, while the active biotech sector could present new opportunities for investors.
See More
WM's Strong Growth and Stable Dividends
- Core Pricing Growth: WM achieved a 6.3% core pricing growth in Q1 2026, driven by its largest landfill and transfer station network in North America, which competitors find nearly impossible to replicate, resulting in a 110 basis points margin expansion.
- Consistent Dividend Growth: Since 2017, WM's dividend has increased from $1.70 annually to $3.78 in 2026, with the latest quarterly payout rising from $0.825 to $0.945, and dividend payments have consistently consumed only 22% to 24% of operating cash flow, indicating strong cash flow coverage.
- Cyclical Revenue Resilience: Waste collection is non-discretionary, allowing WM to maintain stable revenue through economic expansions and recessions, with approximately 40% to 45% of revenue indexed to quarterly inflation measures, as operating cash flow grew from $2.498 billion in 2015 to $6.043 billion in 2025.
- Low Volatility Investment: WM's stock has declined 6.51% over the past year while the S&P 500 has risen, highlighting its low volatility in high-risk markets, making it suitable for long-term investors seeking stable income, with current shares near a 52-week low and a forward P/E of 26, with dividends never cut.
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SpaceX Achieves Historic IPO Raising $75 Billion
- Record IPO: SpaceX successfully executed a historic initial public offering this month, raising $75 billion, making it the largest IPO ever, with a valuation of $2.66 trillion, reflecting strong market confidence in its growth prospects.
- Revenue Growth Expectations: Last year, SpaceX generated $18.7 billion in revenue, a 33% increase, with Musk predicting annual revenue could reach $1 trillion by 2030, while Wall Street's conservative estimates are only $330 billion, indicating differing views on its growth potential.
- Growth Challenges: To meet Musk's revenue target, SpaceX must achieve a compound annual growth rate of 122% over the next five years, necessitating significant increases in rocket launches, competitiveness in the AI sector, and expansion of its Starlink satellite network.
- Market Competition: Despite SpaceX's ambitious goals, analysts suggest that Nvidia is more likely to reach $1 trillion in annual revenue by 2030, highlighting the strong demand in the AI chip market and Nvidia's dominant market position.
See More
Nvidia's Stock Surge and Dividend Analysis
- Outstanding Stock Performance: As of June 17, Nvidia's shares have surged 1,050% over the past five years, highlighting its strong position in the AI boom and attracting significant investor interest.
- Dividend Increase: In May, Nvidia raised its quarterly dividend from $0.01 to $0.25 per share, yet investors need to own 10,000 shares to generate $10,000 in annual income, indicating limited appeal for income-focused investors.
- High Investment Cost: At the current price of $206.45, investors would need to spend nearly $2.1 million to acquire enough shares for passive income, making it unattractive for those seeking stable cash flow.
- Low Dividend Yield: With a dividend yield of only 0.48%, significantly below the S&P 500 average of 1.04%, Nvidia is better suited for growth investors looking for capital appreciation rather than dividend income.
See More
United States Oil Fund Returns Just 22% Over a Decade
- Return Analysis: Over the past decade, the United States Oil Fund (USO) has only achieved a total return of 22.46%, while crude oil prices surged from $16.55 to $114.84, indicating that investors failed to effectively capture price movements, reflecting the fund's structural costs.
- Futures Roll Decay: USO rolls its front-month NYMEX WTI futures contracts monthly, and when the futures curve is in contango, the fund sells the cheaper expiring contract and buys the more expensive next one, leading to a monthly bleed in net asset value (NAV) even when spot crude prices remain flat.
- Tax Complexity: As a commodity pool limited partnership, USO investors receive a K-1 tax form, with long-term gains taxed at 60% and short-term gains at 40%, regardless of holding period, which adds unexpected accounting costs for investors.
- Market Risk Warning: As of June 17, 2026, USO is up 65.17% year-to-date, but analysts warn that if the Strait of Hormuz reopens, crude futures could quickly decline, erasing USO's yield advantage, with a 14.94% drop in the past week already observed.
See More
Analyst Bullish on Meta and Amazon Investment Opportunities
- Meta Investment Opportunity: Analyst Mark Mahaney highlights that Meta's stock is currently at a three-year trough despite a 33.08% year-over-year revenue growth to $56.31 billion in Q1 2026, with EPS exceeding expectations, indicating a robust business foundation that could attract investors.
- Amazon AWS Growth: Amazon's AWS achieved a 28% growth in Q1 2026, reaching $37.59 billion, marking the fastest growth in 15 quarters with a 37.7% operating margin, suggesting strong performance in the AI sector that may draw more investment.
- Capital Expenditure Pressure: Mahaney notes that the anticipated $200 billion capital expenditure for both Meta and Amazon could compress near-term free cash flow, but if capital intensity peaks and revisions turn positive, it could provide new growth momentum for both companies.
- Market Reaction Potential: Should Meta adopt a strategy similar to SpaceX by renting out its computing capacity, it could quickly alter market perceptions of its stock, alleviating cash burn and potentially leading to a positive re-rating of its shares.
See More
Dow Jones Futures Dip Ahead of Juneteenth Holiday
- Holiday Market Impact: U.S. stock markets, including Dow Jones, S&P 500, and Nasdaq futures, edged lower on Friday ahead of the Juneteenth holiday, reflecting cautious investor sentiment as markets prepare for a long weekend.
- Weekly Market Rebound: Despite the overall market rebound this week, gains were primarily concentrated in the semiconductor, AI-related stocks, and biotech sectors, indicating a divergence between specific industries and the broader market trend.
- Investor Sentiment Shift: As the holiday approaches, expectations regarding upcoming economic data and policy changes may lead to short-term volatility, prompting investors to closely monitor forthcoming economic indicators.
- Sector Performance Disparity: The strong performance of semiconductor and AI-related stocks may attract more capital into these areas, further driving up tech stocks, while the active biotech sector could present new opportunities for investors.
See More
WM's Strong Growth and Stable Dividends
- Core Pricing Growth: WM achieved a 6.3% core pricing growth in Q1 2026, driven by its largest landfill and transfer station network in North America, which competitors find nearly impossible to replicate, resulting in a 110 basis points margin expansion.
- Consistent Dividend Growth: Since 2017, WM's dividend has increased from $1.70 annually to $3.78 in 2026, with the latest quarterly payout rising from $0.825 to $0.945, and dividend payments have consistently consumed only 22% to 24% of operating cash flow, indicating strong cash flow coverage.
- Cyclical Revenue Resilience: Waste collection is non-discretionary, allowing WM to maintain stable revenue through economic expansions and recessions, with approximately 40% to 45% of revenue indexed to quarterly inflation measures, as operating cash flow grew from $2.498 billion in 2015 to $6.043 billion in 2025.
- Low Volatility Investment: WM's stock has declined 6.51% over the past year while the S&P 500 has risen, highlighting its low volatility in high-risk markets, making it suitable for long-term investors seeking stable income, with current shares near a 52-week low and a forward P/E of 26, with dividends never cut.
See More
SpaceX Achieves Historic IPO Raising $75 Billion
- Record IPO: SpaceX successfully executed a historic initial public offering this month, raising $75 billion, making it the largest IPO ever, with a valuation of $2.66 trillion, reflecting strong market confidence in its growth prospects.
- Revenue Growth Expectations: Last year, SpaceX generated $18.7 billion in revenue, a 33% increase, with Musk predicting annual revenue could reach $1 trillion by 2030, while Wall Street's conservative estimates are only $330 billion, indicating differing views on its growth potential.
- Growth Challenges: To meet Musk's revenue target, SpaceX must achieve a compound annual growth rate of 122% over the next five years, necessitating significant increases in rocket launches, competitiveness in the AI sector, and expansion of its Starlink satellite network.
- Market Competition: Despite SpaceX's ambitious goals, analysts suggest that Nvidia is more likely to reach $1 trillion in annual revenue by 2030, highlighting the strong demand in the AI chip market and Nvidia's dominant market position.
See More
