Nvidia reported a strong quarter with 85% year-over-year revenue growth and optimistic future guidance, signaling robust demand. However, concerns about market complacency and excessive risk-taking persist, especially as volatility indexes like the VIX approach historic lows. Recent IPOs such as Cerebras have shown volatile performance, prompting caution for upcoming offerings. Investors are advised to hedge small-cap positions and monitor market signals closely to manage risk in this uncertain environment.
The ERShares Private-Public Crossover ETF (XOVR) trades down 5% year-to-date near $19.08, despite strong gains in its public AI mega-cap holdings like Alphabet and NVIDIA. This divergence stems from its unique mix of late-stage private growth assets,...
Nvidia's recent earnings reveal an unusual trend: older GPUs like the three-year-old A100 and the newer H100 are increasing in rental price due to soaring AI infrastructure demand. This contradicts the typical semiconductor cycle where older chips de...
Advanced Micro Devices (AMD) is emerging as a strong competitor to Nvidia in the AI and data center GPU market. AMD's progress includes achieving CPU parity with Nvidia's Vera, accelerating adoption of its ROCm AI software stack, and developing Helio...
Nvidia continues to dominate the AI chip market with strong, sustainable growth and expanding opportunities beyond major cloud providers. Its new Vera CPU could generate $20 billion annually, but GPUs and integrated systems will still drive most grow...
This week, investors focus on key inflation data with Thursday's core PCE price index report, the Fed's preferred inflation gauge, expected at 3.3%, influencing rate decisions under new Fed Chair Kevin Warsh. A series of Federal Reserve speeches will...
