Any hesitation in Google's stock price presents a buying opportunity.
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Nvidia Stock About To Go HIGHER? 🚀 Apple x Intel ... Again!
The Investor ChannelMay 8, 2026
The Investor Channel discusses Meta Platforms' legal battles and AI spending, Apple's new deal with Intel for chip production, and the potential impact on Nvidia and the broader semiconductor industry. Apple's stock is performing well, reaching new highs, while Intel sees a boost from the Apple deal.
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Tickers discussed in this post
While TSM might face some pricing pressure due to increased industry capacity, its stock is not expected to decline.
Nike is struggling in China but has high upside potential if they can turn the region around, potentially doubling the stock price.
Tesla's stock is experiencing a renewed bull run due to high gas prices, competitor pullback on EVs, attractive pricing, and strong China sales.
Microsoft's stock is flat, and the company may delay renewable energy targets to prioritize AI competition and profitability.
Google's stock has shown consistent upward momentum, finishing near all-time highs.
CoreWeave's stock fell due to Q2 revenue missing analyst expectations, highlighting challenges in accurate forecasting for rapidly growing companies.
AMD is mentioned as a stock that has been pricing in the next decade along with other semiconductor names.
Netflix stock experienced a technical gap close and is trading near support ahead of a significant week.
Amazon is opening its delivery platform to external shippers, a move similar to FedEx and UPS.
Qualcomm is mentioned as a company that could benefit from Apple's support for the fab industry and is also on the list for the China visit.
Broadcom is mentioned as a company that could benefit from Apple's support for the fab industry.
Nvidia is mentioned in the context of major deals and earnings from partners, but its specific outlook is unclear.
Apple's early-phase deal with Intel for chip production is positive news for Intel, despite the creator owning shares.
Apple stock is technically strong, hitting new all-time highs, with dips being buyable opportunities.
Meta Platforms is facing legal challenges regarding AI training data and teen safeguards, while continuing significant AI investments, leaving its short-term stock performance uncertain.