Episode 2026-05-22

You're listening to Seven Horns A I — your A I-powered market briefing. Hello everyone, and welcome to your market update for today, Friday, May twenty-two, twenty twenty-six. Our focus today is squarely on NVIDIA, a company that continues to dominate the artificial intelligence landscape. NVIDIA's stock price currently stands at two hundred seventeen dollars and three cents. This comes after a recent dip, with the stock trading down approximately eight percent from its May fourteen high of two hundred thirty-five dollars and seventy-four cents. This decline follows a Morgan Stanley downgrade to Underperform on May eighteen, alongside some expected profit-taking after its latest earnings report. However, our platform's analyst has upgraded NVIDIA from a Hold rating with a target of two hundred forty dollars, to a Strong Buy, setting a new price target of three hundred twelve dollars. This implies an upside of approximately forty-four percent from its current trading level of two hundred seventeen dollars and three cents. Now, let's dive into the core news themes driving NVIDIA's story. The company just posted a truly historic financial quarter for Q one fiscal twenty twenty-seven. Revenue soared to eighty-one point six billion dollars, marking an eighty-five percent increase year over year and twenty percent quarter over quarter. The crucial Data Center segment alone delivered seventy-five point two billion dollars, a ninety-two percent jump year over year. Free cash flow w