Key Points The PHLX Semiconductor Index dropped for eight straight sessions through Oct. 16, down around 16%. Nvidia stock climbed in the next year after four of the six past streaks of at least eight sessions since 1999. Nvidia expects around $108 billion in revenue this quarter, up from $57 billion a year earlier. Motley…
Key Points The Nasdaq-100 index is known for including large technology companies like Apple (NASDAQ: AAPL) and Nvidia (NASDAQ: NVDA). These growth companies have provided strong gains over the years. However, its stocks tend to be more volatile. For investors seeking less volatile price swings with reliable dividend income, look no further than Procter &…
Key Points Nvidia’s biggest customers are developing their own AI chips. Even if Nvidia remains the industry leader, custom chips could put pressure on its pricing power over time. A $10 trillion valuation depends not just on AI growth, but on how much of that growth Nvidia can turn into profits. 10 stocks we like…
Third-quarter earnings season heats up this week as Magnificent Seven giants Meta Platforms META) and Tesla TSLA) prepare to release their quarterly results on Wednesday, October 21, after the market closes. Both reports could serve as important catalysts for the broader technology sector following the recent market pullback, as investors increasingly scrutinize lofty AI investments,…
Key Points Warren Buffett made a fortune picking stocks and holding onto his winners for decades. Buffett understands that most investors lack the resources and time to research stocks. In a shareholder letter from 2013, Buffett revealed his preference for Vanguard index funds. 10 stocks we like better than Vanguard S&P 500 ETF › Known…
Key Points AI stocks have crashed in the last two weeks. Questions have emerged over how much Anthropic and OpenAI are growing and whether they will be able to fund all of their AI commitments. However, Nvidia CEO Jensen Huang says the reaction is overblown. 10 stocks we like better than Nvidia › Artificial intelligence…
Key Points Nvidia (NASDAQ:NVDA) has made investors significantly richer over the past four years, turning a $10,000 investment into nearly $179,000 as of this writing. This massive surge in Nvidia’s shares has been fueled by the advent of artificial intelligence (AI). When OpenAI’s ChatGPT, introduced publicly in November 2022, became a big hit, companies lined…
Key Points High bandwidth memory and advanced DRAM are becoming critical in the AI chip value chain. While Micron is one of the better-known AI memory stocks, a competitor from South Korea could be a compelling alternative. SK Hynix has a substantial lead in the HBM market, and its tailwinds look strong over the next…
Key Points Neocloud companies have come under pressure as bond investors push debt yields higher. Bond investors indicate neoclouds have a growing risk of default. Nvidia could face financial pressure if neoclouds start to fail. 10 stocks we like better than Nvidia › Even if you don’t hold any bonds in your portfolio, paying attention…
Key Points Nvidia shareholders shouldn’t try to predict next month’s return, as market sentiment can change in an instant. Investors should pay very close attention to the cloud segments of the five big hyperscalers, as these businesses make up a sizable chunk of Nvidia’s data center revenue. The market widely agrees that AI is still…