{"id":42368,"date":"2026-05-18T10:08:17","date_gmt":"2026-05-18T10:08:17","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/42368\/"},"modified":"2026-05-18T10:08:17","modified_gmt":"2026-05-18T10:08:17","slug":"google-i-o-nvidia-earnings-preview-key-week-for-stock-market-ai-trade","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/42368\/","title":{"rendered":"Google I\/O, Nvidia Earnings Preview: Key Week for Stock Market AI Trade"},"content":{"rendered":"

The AI trade has had a busy month or so.<\/p>\n

\n Loading audio narration…\n <\/p>\n

Magnificent 7 members Alphabet, Microsoft, Amazon, and Meta reported earnings in late April that got a mixed reception<\/a>. The most AI-focused areas of their businesses mostly beat expectations, but investors remained hung up on capex spending, and whether the payoff is materializing quickly enough.<\/p>\n

Leading up to that, semiconductor stocks went on a record 18-day winning streak<\/a>. A big part of the reason was a recent broadening of the chip trade from GPUs \u2014 an area dominated by Nvidia \u2014 to CPUs and memory chips.<\/p>\n

And just this past week, investor attention shifted to hot inflation<\/a>, which has been driven by spiking oil prices<\/a> and the lingering US-Iran conflict. Bond yields spiked globally<\/a> as traders boosted rate-hike odds. This caused selling in stocks, particularly AI-exposed tech.<\/p>\n

Given the conflicting narrative, and possible catalysts on the horizon, the AI trade is at a key crossroads. Two Mag 7 titans \u2014 Alphabet and Nvidia \u2014 have events coming up this week that could reshape the direction of not just their stocks, but the entire market.<\/p>\n

Let’s break it down:<\/p>\n

1. Google’s annual I\/O event<\/p>\n

When: May 19-20<\/p>\n

What’s expected: Google I\/O 2026<\/a> is expected to be Alphabet’s most AI-centric developer conference to date. The company is seen expanding Gemini from simply a chatbot or app feature into a connective layer across Android, Search, Chrome, and cloud services.<\/p>\n

Investors will be assessing Google’s shift from embedding AI features inside products to positioning AI as a sort of operating system for everything.<\/p>\n

Where analysts stand: 67 buys, 8 holds, 0 sells, and a 12-month price target 8% above Friday’s close.<\/p>\n

What the stock is doing: Up 27% YTD, and 142% over the past year.<\/p>\n

2. Nvidia earnings<\/p>\n

When: May 20<\/p>\n

What’s expected: Investors will be watching demand for Nvidia<\/a>‘s Blackwell and Rubin platforms, as well as whether the company adjusts its $1 trillion cumulative data-center revenue forecast for 2025 through 2027.<\/p>\n

They’ll also be looking for updates on margins and supply constraints tied to AI-infrastructure spending. Further, amid the rise of agentic AI, investors will be monitoring guidance around Nvidia’s CPU business and broader efforts to expand beyond GPUs.<\/p>\n

Where analysts stand: 76 buys, 3 holds, 1 sell, and a 12-month price target 22% above Friday’s close.<\/p>\n

What the stock is doing: Up 21% YTD, and 67% over the past year.<\/p>\n","protected":false},"excerpt":{"rendered":"The AI trade has had a busy month or so. Loading audio narration… Magnificent 7 members Alphabet, Microsoft,…\n","protected":false},"author":2,"featured_media":42369,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[25873,24,9135,1329,25872,532,4104,20967,132,1429,25869,2010,1304,25871,58,12465,25868,25870],"class_list":["post-42368","post","type-post","status-publish","format-standard","has-post-thumbnail","category-google","tag-20what","tag-ai","tag-area","tag-business-insider","tag-close","tag-company","tag-cpu","tag-friday","tag-google","tag-google-ai","tag-google-i","tag-gpu","tag-investor","tag-member-alphabet","tag-nvidia","tag-price-target","tag-semiconductor-stock","tag-stock-market-ai-trade"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/42368","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=42368"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/42368\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/42369"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=42368"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=42368"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=42368"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}