To The Moon

Nvidia 'is having a harder time moving the needle' these days, one analyst notes. Nvidia's Jensen Huang will give a keynote presentation at GTC on Monday.The Super Bowl for Nvidia fans is just around the corner. But analysts aren't so sure that the event will be able to breathe new life into Nvidia's stock.Earlier this year, some on Wall Street were looking to GTC, the annual developer event that kicks off on Monday, as a major stock catalyst. The thinking was that Nvidia would save not only major product announcements, but also major financial announcements, for its big San Jose conference.Jay Goldberg, a Seaport Research analyst who's the lone bear on Nvidia's stock, said the company "is having a harder time moving the needle" lately. One issue is that the company's near-term growth prospects are somewhat held in check by supply constraints.And Nvidia is getting more active with central processing units as well. Arya sai

Last week, as the U.S.-Israel conflict continued to escalate, international oil prices surged to their highest levels in 2024, triggering a market sell-off. Investors began pricing in the risks of...

NVIDIA currently derives about 91% of its revenue from its data center business. While this represents a significant strength, it also creates a concentration risk should artificial intelligence spending normalize, despite the robust long-term outlook for AI demand.

Market Overview: U.S. stock markets closed mixed on February 27, with the Nasdaq Composite declining approximately 1.2%. NVIDIA's share price fell 5% following its earnings report. Among the top 20...

According to a Form 13-F holdings report submitted by SoftBank Group Corp to the U.S. Securities and Exchange Commission (SEC), the company disclosed that it sold off its entire stake in NVIDIA...

Some questions have no answers -- and the lack of answers was a real problem for the stock market this past week.The question: How much damage will artificial-intelligence technology unleash, and on what?On Monday, it was insurance brokers, including Aon, Arthur J. Gallagher, and Marsh. On Tuesday, it was wealth managers' turn, with Charles Schwab and LPL Financial Holdings among those getting hit. Wednesday brought a selloff for real estate companies like BXP and Jones Lang LaSalle. Logistics companies, including XPO and J.B. Hunt Transport Services, got clobbered on Thursday.All told, the Dow Jones Industrial Average and the S&P 500 index are down more than 0.7% this week, and the Nasdaq Composite has slid 1.3%. Big Tech provided no succor, with the Roundhill Magnificent Seven exchange-traded fund dropping 2.3%.Someday, the AI worries -- and the selloff they sparked -- will end. Until then, the real world is your friend.