2 w. ago Nvidia earnings takeaways: Bubble talk, 'half a trillion' forecast and China orders

Nvidia earnings takeaways: Bubble talk, 'half a trillion' forecast and China orders  CNBC

Politics

2 w. ago Nvidia’s latest earnings run into a market suddenly afraid of AI spending

Wall Street will get a sense of where the billions of dollars being spent on artificial intelligence are going when Nvidia Corp reports its earnings after the bell on Wednesday. How the sinking stock market will react is another question. “This is a ‘so goes Nvidia, so goes the market’ kind of report,” said Scott Martin, chief investment officer at Kingsview Wealth Management, which owns shares of Nvidia and several of its Big Tech peers. Analysts expect the Nasdaq-listed semiconductor behemoth...

Economics

2 w. ago ‘Too early to leave the party’: fund managers say AI stock boom still has room to run

The ambitious spending plans of artificial intelligence developers coupled with rapid user adoption indicate the global rally in their stocks will persist despite bubble concerns, fund managers at Fidelity International and Allianz Global Investors said. The recent downturn in global semiconductor stocks, ahead of Nvidia’s closely watched earnings later this week, was likely to be temporary, according to Joseph Zhang, portfolio manager at Fidelity International. Unless AI capital spending or...

Society

2 w. ago Asia markets mixed: Japan GDP drop, China tensions, and Nvidia earnings focus drive volatility

Asia markets mixed: Japan GDP drop, China tensions, and Nvidia earnings focus drive volatility  Seeking Alpha

Events

2 w. ago Morning Bid: Nvidia earnings likely to overshadow delayed US data

Morning Bid: Nvidia earnings likely to overshadow delayed US data  Reuters

Politics

3 w. ago Nvidia Q3 Earnings Preview: Robust Margins Met With A China Problem (NASDAQ:NVDA)

Nvidia Q3 Earnings Preview: Robust Margins Met With A China Problem (NASDAQ:NVDA)  Seeking Alpha

Politics