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Is Nvidia stock too cheap right now?
Yahoo Finance Video37d agoneutralVIDEO
Is Nvidia stock too cheap right now?

Nvidia (NVDA) reports earnings next week, on August 26th. Ahead of the print, Bank of America (BAC) says the AI chip giant could be significantly undervalued relative to its peers. BofA analyst Vivek Arya argues Nvidia is trading at a steep valuation discount, with estimates of the gap reaching up to 50% while maintaining a $350 price target. Yahoo Finance Executive Editor Brian Sozzi welcomes EMJ Capital founder and president Eric Jackson, Markets and Data Editor Jared Blikre, and Senior Business Reporter to Nvidia's valuation and the expectations heading into earnings.

Micron (MU) Is Earning More Than Apple or Microsoft, but Can It Last?
Insider Monkey37d agoneutral
Micron (MU) Is Earning More Than Apple or Microsoft, but Can It Last?

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]

Western Digital (WDC) Could Be 51% Overvalued On Apple China Memory Push
Simply Wall St.37d agoneutral
Western Digital (WDC) Could Be 51% Overvalued On Apple China Memory Push

Recent US government opposition to Apple sourcing high bandwidth memory from Chinese suppliers has pushed Western Digital (WDC) into sharper focus for investors, who are weighing potential shifts in demand toward domestic storage providers. See our latest analysis for Western Digital. Western Digital’s share price has been volatile in recent sessions, with a 1 day share price return that declined 7.43%. However, the 7 day share price return of 13.30% and year to date share price return of...

Apple changes fees for alternative app stores in EU
Reuters38d agoneutral
Apple changes fees for alternative app stores in EU

Apple said on Tuesday it will charge a 5% commission on digital transactions in ‌apps distributed outside its App Store, replacing a more complex system ‌as it seeks to comply with the European Union's Digital Markets Act. The company last ​year changed App Store rules and fees in the EU after the bloc's antitrust regulators ordered it to remove commercial barriers that they said hindered developers from directing customers outside the store. The regulators criticised Apple's conditions, including ‌a new Core Technology ⁠Fee, saying they discouraged developers from using alternative app distribution channels on its iOS mobile operating system.