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Every DeepSeek headline and server delay rumor triggers a fresh wave of fear around Nvidia, yet one stubborn number on the income statement keeps pulling a contrarian investor back to the buy button.
Lisa Su set a bold target for AMD to hit $100 billion in annual revenue by 2030, but Wall Street analysts now see a very different timeline taking shape as AI infrastructure spending reshapes the entire semiconductor landscape.
The average S&P 500 yield hasn't been this low in more than 150 years.
Investing.com -- Investors are hitting the brakes on Nvidia (NASDAQ: NVDA). The chipmaker’s stock dropped 4% on Monday after a staggering weekend of mega-deal announcements shifted Wall Street’s focus from sky-high demand to balance-sheet realities. The weekend deal flow was breathtaking in its scope, racking up over $750 billion in commitments and investments. Taken together, the sticker shock was enough to rattle investors and draw a pointed, three-word post on X from legendary short-seller Mi
The voice artificial intelligence (AI) company releases its second-quarter numbers next week.
Apple is close to overtaking Nvidia as the largest company for the first time in more than a year. Nvidia stock is down 3.7% today, extending its losses from last week. This brought its market capitalization down to $4.8 trillion.
Walmart, Costco, and Home Depot each sit at a very different point on the risk and reward map right now, and consumer sentiment just printed deep inside recessionary territory. One of these retail giants stands out as the clear winner while two others demand patience.
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.
Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings report.
Look out below for semis?
Amazon has a lot to live up to when it reports second-quarter results.
Apple and Nvidia are locked in a battle for the world's top market cap spot, and the company poised to win is not the one dominating AI headlines. The reason why reveals a surprising split forming among investors over the future of artificial intelligence.
Kraft reports its second-quarter earnings next week.
Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.
Amex had strong Q2 revenue and earnings growth, but rising expenses are concerning.
Structured notes have long offered this kind of downside protection, but retirees had to lock up capital and accept illiquidity to get it. A new breed of ETF changes that equation in a way most conservative investors have not yet considered.
Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions in Iran and a blockbuster Wall Street Journal report revealing that Nvidia is in talks to guarantee a massive $250 billion in financing for an OpenAI data center project. But that AI-driven euphoria evaporated instantly. ASML erased early gains of over 2%—and dragged U.S. peers Applied Materials (AMA
Jensen Huang just told the world that the entire semiconductor industry is not remotely built for what comes next, and his forecast for how much it needs to grow will reshape how investors think about every chip stock in the market.
Favorable trends could drive Delta to even higher altitudes.
Nvidia keeps reclaiming the throne and Apple is lining up a new CEO, fresh AI features, and a device upgrade program that could ignite a supercycle. Only one of these giants walks away as the world's most valuable company, and the pick might genuinely surprise you.
Bitcoin is clawing back toward $65,000 and dragging crypto treasury stocks with it, but the rally lands inside brutal year-long drawdowns and a fifth straight week of zero Bitcoin buying from Strategy raises questions about what the bounce actually signals.
Intel's turnaround is just starting, but the stock has fully priced in a complete revival.
The shares were up 0.5% to $207.86 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.
Bloomberg Intelligence says Chinese models reached a record-low performance gap and secured two LiveBench top-ranking spots.
The stock is trading at a discount over a short-term issue.
ETFs will keep buying SpaceX even if its stock price continues tumbling.
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