Nvidia posted an 85% year-over-year revenue increase and raised its full-year 2027 guidance, underscoring its leadership in AI technology development. Despite strong earnings, the stock's price movement suggests investors worry that much of the potential growth is already priced in. Other chipmakers reacted to Samsung's labor issues and increased adoption of Marvell's AI chips by major cloud providers. Nvidia remains a Quant Hold due to its high valuation, while Seeking Alpha's Quant team highlights three other chip stocks with similar growth prospects but better valuations.
U.S. stocks fell modestly midday Thursday as Treasury yields rose and crude oil prices climbed above $100 per barrel, driven by renewed geopolitical risks from Iran's hardened stance on uranium exports. Despite Nvidia's strong earnings report with re...
Intuitive Surgical's da Vinci 5 surgical robot, powered by advanced AI computing from NVIDIA, exemplifies rapid progress in robotics and quantum computing. Three ETFs—Defiance Quantum (QTUM), Global X Robotics & AI (BOTZ), and ROBO Global Robotics & ...
Kevin Warsh begins his tenure as Fed Chair facing inflation pressures driven by rising semiconductor prices, a trend reversed by the AI infrastructure boom. For decades, falling chip costs helped keep U.S. inflation low, but now producer prices for s...
Nvidia reported better-than-expected Q1 earnings and raised revenue guidance, boosting its stock slightly in premarket trading. SpaceX filed its S-1 registration with the SEC, signaling an upcoming IPO and providing rare financial insights. U.S. stoc...
Nvidia, led by CEO Jensen Huang, is expanding beyond its core GPU business into the $200 billion central processing unit (CPU) market. The company introduced its first standalone AI CPU, called Vera, in March, marking its entry into a new segment. Nv...
