To The Moon

SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At

As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NV

The U.S. Department of Justice has aggressively pursued Google as a monopolist in recent years, going back to the first Trump administration. And it's gotten a federal judge to rule in its favor.But the DOJ's full intentions weren't fully clear until late last night when the department filed specific remedies that it would like to see the U.S. District judge impose. The DOJ is out for a pound of flesh.An end to search payments: The payments that Google makes to be the default on mobile devices were at the heart of the DOJ's case. Most prominent among these are Google's payouts to Apple, which were pegged at $20 billion in 2022 during the trail. That number represented 16% of Google's cost-of-revenue. But they're also material to Apple, comprising 5% of its 2022 revenue. Assuming that stream of payments all falls to the bottom line, it would have been roughly 21% of Apple's net income that year.The ban goes beyond third-party payments. The DOJ has said it wants to stop Google from using

Seeking AlphaAnd, with the AI spending boom still in full swing, Nvidia's upcoming Q3 2024 report on 20th November is likely to be robust. How Did Nvidia Fare In Q3 FY2025?With Nvidia reporting $35.1B in revenues and $0.81 in normalized EPS for Q3 FY2025, I think it is fair to conclude that the semiconductor behemoth eased past consensus street estimates on top and bottom-line estimates. Nvidia Investor Relations In Jensen Huang's words - The age of AI is in full steam, propelling a global shift to NVIDIA computing. Demand for Hopper and anticipation for Blackwell — in full production — are incredible as foundation model makers scale pretraining, post-training and inference. AI is trans

SummaryNvidia Corporation’s forward EPS estimates are one of the most uncertain among the Magnificent 7 stocks and among other chip stocks.The highest EPS estimate for the fiscal year ending Jan 2027

D.A. Davidson’s Gil Luria is now one of the 5% of analysts covering Microsoft who aren’t bullishMicrosoft’s stock gets downgraded to a rare neutral rating due to concerns it’s losing ground to Amazon and Alphabet.Shares of Microsoft Corp. leaned lower in early Monday trading, after D.A. Davidson’s Gil Luria became one of the rare Wall Street analysts who isn’t enthusiastic about the software giant and artificial-intelligence play.Luria cut his rating on the stock to neutral, after being at buy s

Hedge fund billionaire and major Trump fundraiser John Paulson said Tuesday he will pull his money out of the market if Vice President Harris wins the presidential election this fall, saying the Democ

Nvidia was slipping early on Monday as the chip maker looks set to give back some gains from the previous week's rally.Nvidia shares were down 1.44% at $117.39 in premarket trading on Monday. The stoc