Jim Cramer argued on Mad Money that NVIDIA is actually cheaper than Intel, AMD, and Broadcom when adjusted for growth, despite its large market value of $5.7 trillion. NVIDIA's forward P/E ratio is 27, much lower than Intel's 156 and AMD's 149, making it a value stock supported by strong revenue growth and profitability. The company’s Q4 FY2026 revenue rose 73% year-over-year, with significant free cash flow and buyback authorization. Cramer also noted that NVIDIA’s valuation holds even without revenue from China, viewing geopolitical risks as optional upside. He believes NVIDIA’s leadership in AI computing justifies the investment, though some insider selling is a caution. Overall, the stock is attractive if AI demand continues to grow and earnings catch up to the price.
NVIDIA and Noetra Corp. are partnering to build Japan's first national AI infrastructure, the NVIDIA Vera Rubin AI factory, featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. Supported by Japan's Ministry of Economy, Trade and Industry, this 140-megaw...
NVIDIA announced that leading Japanese companies in robotics and manufacturing are adopting its Cosmos, Isaac, Metropolis, and Jetson platforms to accelerate AI-powered intelligent machines across industries. The new Cosmos 3 Edge model enables real-...
The SPDR NYSE Technology ETF (XNTK) has significantly outperformed the Invesco QQQ Trust (QQQ) over the past year, returning 51.65% compared to QQQ's 28.43%. XNTK uses an equal-weight approach focusing solely on about 35 tech leaders, capturing broad...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
The Direxion Daily Technology Bull 3X ETF (TECL) is rated Buy due to easing inflation and a positive outlook for the Nasdaq-100, driven by growing AI infrastructure investments and increasing influence of smaller AI-related companies beyond the major...
