Nvidia posted record quarterly revenue of $81.6 billion, driven by a $75.2 billion data center segment, and announced an $80 billion share repurchase program. The company highlighted widespread adoption of its Blackwell architecture and significant investments in private companies, increasing stakes from $22 billion to $43 billion in the quarter. Despite strong results, Nvidia forecasted a slower revenue growth of 12% next quarter, projecting $91 billion. Export restrictions to China have yet to impact earnings, and Nvidia is expanding capacity with partners like Anthropic.
Despite a down week in stocks and bonds, the S&P 500 remains within 2% of its all-time high, supported by active dip buyers. Commodities like gold, silver, and crude oil show strong performance as investors shift away from financial assets. Healthcar...
Nvidia plans to increase prices for servers containing its AI chips, including Vera Rubin and Grace Blackwell models, by more than 15% for many of its largest customers. The price hikes will depend on chip generation and memory configurations and are...
JPMorgan's JEPI ETF, known for monthly income via covered calls on large caps, faces competition from BlackRock's BALI ETF. Both charge 0.35% and pay monthly, but BALI offers a higher trailing yield of 7.56% versus JEPI's similar payout and has outpe...
Microsoft reported $331 billion in annual revenue with Azure surpassing $100 billion, growing 41%. Its $678 billion contracted commercial backlog supports recurring revenue from AI and cloud services, fueling a 22% upside price target of $590.43. Des...
NVIDIA shares trade at $215.17 with a 24/7 Wall St. price target of $270.26, implying a 25.27% upside over the next year. The company reported strong Q1 FY27 results, including 85% revenue growth to $82 billion and robust data center performance. NVI...
