NVIDIA closed its fiscal year with a 73.2% YoY revenue increase to $68.13 billion, driven by data center GPUs and networking growth. Alphabet posted $109.90 billion in Q1 revenue, fueled by 63% growth in Google Cloud and strong AI token processing via Gemini. NVIDIA focuses on hardware supply with high margins, while Alphabet invests heavily in cloud infrastructure and AI services, despite lower free cash flow. Investors see Alphabet as a more diversified AI growth play, while NVIDIA offers purer AI exposure but with concentration risks and geopolitical uncertainties.
President Donald Trump made significant stock purchases worth between $220 million and $750 million in the first quarter of 2026, including shares in tech giants like Nvidia, Oracle, and Microsoft, as well as defense companies such as Palantir and Bo...
Jim Cramer warns that rising bond yields, driven by surging oil prices and geopolitical tensions, could derail the stock market rally and reduce chances of Federal Reserve interest rate cuts. He highlights the need for a stable bond market and lower ...
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, makin...
George Soros's fund, Soros Fund Management, purchased shares of Berkshire Hathaway following Warren Buffett's departure and the appointment of new CEO Greg Abel. Despite a 4.6% drop in the S&P 500 during the first quarter, the fund's equity holdings ...
President Donald Trump's son, Eric Trump, defended his father's stock trades in companies like Nvidia, Palantir, and Meta after financial disclosures revealed millions in trades during the first quarter of 2026. Critics, including Senator Elizabeth W...
