Rising Treasury yields and inflation are causing investors to rethink their portfolio allocations, especially balancing stocks against risk-free rates. Increased AI-related debt issuance and capital expenditures are driving credit risk repricing, reflected in wider credit default swap spreads and lower price-to-earnings ratios for major tech companies like Nvidia and Oracle. Despite these challenges, some investors believe US equities remain reasonably valued due to strong earnings growth and compressed valuation multiples, offering a counterpoint to bearish views on tech and AI sectors. Staying informed with expert analysis is crucial as these trends continue to shape financial markets.
As investors weigh the impact of rising Treasury yields and AI sector spending, Nvidia and Oracle show mixed market responses on Pluang. Nvidia trades at USD 230.66 with a 1-day gain of 1.00%, while Oracle is slightly down by 0.04% at USD 137.25 as of Oct 01, 2026 23:41 WIB. Investor activity on Pluang is balanced for Nvidia at 50% sell and 50% buy, whereas Oracle sees more buying interest at 66%.
Cantor Fitzgerald analyst C.J. Muse maintains an 'Overweight' rating on Nvidia with a 12-month price target of $350, predicting a 52.89% rally from its current $228.92 price. The bullish outlook is driven by Nvidia's leading role in Agentic AI and st...
AMD's data center revenue surged 107% last quarter, driven by strong demand for its AI chips from hyperscalers like OpenAI and Meta, with deals reaching gigawatt scales. Despite a 284% stock rise in the past year and positive growth outlook, the curr...
Nvidia now guarantees financing for customers buying its AI chips, exposing it to credit risk if those customers, like CoreWeave, struggle to cover rising interest costs. Nvidia's revenue surged 105.8% to $96.22 billion, driven by AI data center sale...
Nvidia has expanded its stock buyback program by $80 billion, giving it nearly $100 billion in repurchase capacity as demand for its AI chips exceeds supply through at least 2028. The company reported accelerating revenue growth, with Q2 revenue up 1...
AMD reported its fifth consecutive quarter of record server CPU revenue, driven by strong demand for its EPYC processors. However, cloud hyperscalers increasingly develop their own custom Arm-based chips, which could limit AMD's future growth in serv...
