Key Points Nvidia’s gross margin was 75.0% for its latest quarter. Management expects gross margin to reach a low of 71% to 72% in this fiscal year’s fourth quarter. The company’s gross margin has been at least 70% for 12 of its past 13 quarters. 10 stocks we like better than Nvidia › I think…
Key Points An Anthropic IPO is coming in the next few weeks, and there are a handful of stocks that are primed to benefit from Anthropic’s growth. While some have been direct investors in them, others are supplying massive amounts of computing power. But which stocks stand to benefit the most? Let’s dive in. Missed…
Key Points Auto industry customers spent around $8 billion on Nvidia’s AI systems for their own facilities in a recent 12-month stretch. Nvidia’s automotive revenue was around 1% of its total sales in fiscal 2026. Nvidia’s stock price is around 15 times its expected earnings per share for fiscal 2028. 10 stocks we like better…
Key Points Elon Musk recently said that Space Exploration Technologies will only use Nvidia chips moving forward. The company is seeking $40 billion in financing to buy more Nvidia chips. That’s just one of many bullish catalysts for Nvidia, which still trades at a compelling valuation compared to the broader tech sector. 10 stocks we…
The First Trust Nasdaq Transportation ETF is seeing unusually high volume in afternoon trading Friday, with over 800,000 shares traded versus three month average volume of about 50,000. Shares of FTXR were off about 1.9% on the day. Components of that ETF with the highest volume on Friday were American Airlines Group, trading down about…
Despite a questionable macro economy and soaring energy prices, equity markets have been buoyed by the massive, unprecedented artificial intelligence buildout. Just how impactful has the AI revolution been for the U.S. economy and stock market? The massive wave of CAPEX spending on data centers, graphics processing units (GPUs), and energy has accounted for more…
Key Points Nvidia remains a great stock, but smaller semiconductor stocks could outperform over the next decade. AMD has tailwinds from some powerful trends and is less than a fifth the size of Nvidia. Cerebras has a ultrafast inference solution but needs to bring it to the mainstream. 10 stocks we like better than Nvidia…
Key Points AI stocks continue to climb amid strong demand for AI products and services. Still, investors worry about today’s level of infrastructure spending and whether the future revenue opportunity will support it. 10 stocks we like better than Amazon › Michael Burry first took center stage when he spoke out about the U.S. housing…
Key Points SpaceX had about $23 billion in revenue over its past four reported quarters, against about $104 billion for Tesla. SpaceX’s connectivity segment, home to Starlink, earned about $5.3 billion in operating income over that time, more than Tesla’s $4.4 billion. Tesla posted an operating margin of just 1.4% on its second-quarter 2026 sales….
Key Points Tesla’s premium valuation reflects opportunities extending far beyond electric vehicles. Robotaxis could unlock an enormous new recurring-revenue opportunity for Tesla. BYD offers compelling EV exposure at a much cheaper valuation. 10 stocks we like better than BYD Company › Tesla (NASDAQ: TSLA) and BYD (OTC: BYDDY) are two of the largest electric vehicle…