Nvidia has been downgraded from Buy to Hold due to rising risks linked to a $500 billion AI securitization scheme backed by Wall Street. While Nvidia remains a key player in the AI sector, the new financing platforms resemble the risky mortgage-backed securities era of 2005-2009, shifting risk to global investors. This raises concerns about overbuilding, unsustainable demand, and potential market fallout. The analyst remains bullish on the S&P 500 short-term but warns of a possible 50% market drop within 2-4 years, advising caution in AI and equity investments.
SpaceX shares surged about 5.9% to $148.21, rebounding from a 52-week low, driven by strong Q2 results showing 247% AI revenue growth and doubling Starlink subscribers to 12 million. The company recently completed its $60 billion acquisition of AI st...
NVIDIA's stock has gained over 20% this year, supported by strong Q1 FY2027 earnings that beat estimates and a robust Data Center revenue jump of 92% year-over-year. The company projects continued growth with Q2 revenue guidance of $91 billion and a ...
Nvidia is deepening its involvement in the AI industry by investing $1.5 billion in SB Energy, which is building a major data center campus for OpenAI in Ohio. This deal locks in up to 8 gigawatts of AI computing capacity and ties Nvidia not only as ...
Nvidia Corporation is forecasted to report $91 billion in revenue for the July quarter, driven by strong demand from hyperscalers and sovereign AI projects. The company benefits from a multi-year committed backlog that reduces reliance on its top fou...
Groq, an AI inference company, raised $350 million in a Series A funding round led by Disruptive, with Nvidia participating. The funds will support Groq's customers using large Nvidia-accelerated computing clusters for AI training and inference. Groq...
