NVIDIA is trading at 17 times forward earnings, considered a discount given its strong revenue growth of 65% year-over-year and $96.58 billion in free cash flow. The company beat earnings estimates consistently in FY2026, with Q4 revenue up 73% year-over-year and strong guidance for Q1 FY2027. Strategic partnerships and a multi-year product roadmap focused on AI infrastructure support continued growth, despite challenges like China export restrictions. Investors are advised to consider rotating into tech stocks like NVIDIA as energy sector risks ease if geopolitical tensions resolve.
The YieldMax MSTR Option Income Strategy ETF (MSTY) saw its headline yield plummet from over 200% to a fraction due to MicroStrategy's 75% stock drop, causing distributions and share price to fall sharply. MSTY's concentrated exposure to one volatile...
Nvidia has disclosed a $21 billion stake in Elon Musk's SpaceX, acquired through its $10 billion investment in AI startup xAI, which was later merged into SpaceX. This stake now represents Nvidia's second-largest equity holding, linking its chip busi...
The four largest cloud buyers—Microsoft, Meta, Alphabet, and Amazon—are set to spend about $500 billion in 2024 on AI infrastructure, driving up electricity and water usage significantly. This surge is pushing U.S. residential power prices higher and...
Three major large-cap growth ETFs—Schwab SCHG, Vanguard VUG, and Invesco QQQ—offer different approaches to capturing growth, especially in AI and tech sectors. QQQ, tracking the Nasdaq-100, outperformed with a 10-year return of about 513%, benefiting...
At its GTC 2026 conference, NVIDIA CEO Jensen Huang declared that every industrial company will become a robotics company, signaling a strategic shift toward robotics and physical AI. NVIDIA introduced Isaac GR00T humanoid robot models and new AI fra...
