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All Inteliview news, insights, and analysis in chronological order.

Nvidia's 85% Revenue Surge Still Couldn't Lift the Stock — A Textbook 'Sell the News' Event

Nvidia posted $81.6B in Q1 revenue (+85% YoY) and guided Q2 to $91B — demolishing every estimate. Yet the stock fell. A textbook buy-the-rumor, sell-the-news moment driven by 30x forward earnings valuation.

Nokia Surges 140% YTD — Nvidia's $1B Bet Rebrands It as an AI Infrastructure Play

Nokia started as a paper mill in 1865. In 2026, it's one of the market's hottest AI infrastructure stocks — up 140% YTD after Nvidia's $1B strategic investment and a surge in AI data center optical network orders.

eBay's 176% Three-Year Rally Decoded — Is the Buyback Engine Built to Last?

eBay stock surged 176% over three years on a dual engine of earnings growth and buybacks. But with 40% of shareholder returns funded by debt and TikTok Shop looming, the machine faces real stress tests.

Dropbox Founder CEO Andrew Houston to Step Down — AI Pivot Bet, Insider Alkarmi Named Successor

Dropbox co-founder and CEO Andrew Houston will step down after a transition period, with insider Ashraf Alkarmi elevated to co-CEO before assuming sole leadership. Shares fell more than 1% on the news.

AMD Surges Again — Comparing AMD, Intel, and NVIDIA in the 2026 Chip Stock Race

AMD led the large-cap chip complex with a 5-8% intraday surge, but the 2026 year-to-date scoreboard reads Intel +200%, AMD +93%, NVIDIA +18% — a striking reversal of conventional wisdom.

4 Mega-Cap Stocks With $400–$5,400 Share Prices Positioned for a Potential Split in 2026

Meta, Microsoft, Booking Holdings, and Eli Lilly — with share prices ranging from $400 to over $5,000 — are leading candidates for stock splits in 2026. Retail accessibility and momentum catalysts are the main arguments.

Over Half of America's Largest Cities See Home Price Declines — Case-Shiller Hits Weakest Since July 2023

The S&P Case-Shiller March reading showed more than half of 20 major US cities posting year-over-year declines. Seattle led losses at -2.5%, while Chicago and New York bucked the trend with gains above 4%.

SpaceX IPO Filing Reveals Mars Ambitions, Grok Risks, and 1,300 Cybertruck Purchases

SpaceX has released its 300-page investor prospectus targeting a $1.75 trillion Nasdaq listing in June. Starlink is the only profitable division, while the AI segment is bleeding cash and intra-empire conflicts of interest take center stage.

Michael Burry Goes After Nvidia Again: Bullwhip, Bezzle, and the Cisco Moment

Michael Burry called Nvidia 'clearly Cisco' in a new Substack post — identifying buyer concentration, the bullwhip effect, and a Galbraith-style 'bezzle' as the three mechanisms that make Nvidia's demand uniquely dangerous. Nvidia pushed back with a memo to analysts.

Ferrari Unveils First EV Supercar Luce — But RACE Stock Slips as Retail Traders Stay Cold

Ferrari unveiled its first fully electric supercar, the Luce, priced above €500,000. With 1,035 hp and Jony Ive's interior design, it's a technical marvel — but RACE stock slipped as retail traders remain skeptical about EV demand.

RACE

2026년 5월 26일

Topics US Stocks

Fortinet Up 5.9%: NVIDIA-Powered FortiAIGate Targets the AI Workload Security Market

Fortinet is accelerating its FortiAIGate solution with Nvidia's AI platforms to secure real-time AI workloads across data centers and cloud environments. Zero-trust guardrails for LLMs and autonomous agents are the centerpiece of the partnership.

Nvidia Has Been Called Overvalued for 3 Years. The Bears Keep Losing.

Bears have called Nvidia overvalued for three years. The stock is up 600% in that time. With a 25x forward P/E — cheaper than AMD at 61x and Broadcom at 37x — the numbers keep proving the critics wrong.