Weekly Macro

W20 — NVDA earnings blowout, semis lead

MC AI LabsMay 16, 2026· #NVDA #SOXX #AI-capex #W20

TL;DR

Week 20: NVDA beat on data center +90% YoY, guidance robust. Semis (SOXX) +8% on week. AI capex thesis re-rated higher.

Not investment advice.

Disclaimer: Past performance does not guarantee future results. This content is for informational purposes only and does not constitute investment advice.

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