Demand for Nvidia's specialized data center hardware has been off the charts, driving incredible revenue growth. Investors will quickly find that the current valuation isn't expensive based on the com
Tom Yeung here with your Sunday Digest.  When people talk about the year “1999,” most investors will immediately tense up.
The AI infrastructure buildout is still running faster than the physical chips required to support it.
Meta (NASDAQ: META | META Price Prediction) and NVIDIA (NASDAQ: NVDA) both just delivered headline-grabbing quarters, but from opposite sides of the AI capex trade.
Most AI bear cases share a common DNA: circular financing between hyperscalers and model builders, earnings expectations set too high, or valuation reset on the highest-multiple names.
Artificial intelligence has created some of the biggest winners in market history.
Artificial intelligence (AI) has made Nvidia a behemoth worth $4.96 trillion today. Its Vera Rubin chip platform will usher in a new era of AI growth.
Nvidia CEO Jensen ​Huang and SK ‌Group chairman Chey Tae-won are set ​to announce ​a plan for ⁠cooperation between the ​two companies ​on Monday, according to a media report ​by Newsis

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Nvidia is rolling out a new chip generation that could drive a revenue increase. Nvidia's stock looks cheap compared to its peers.
A single share of The Korea Fund (NYSE:KF) was worth $74.49 on the close of June 4, 2026, and $65.53 the next afternoon, which works out to a 12% loss in one trading day.
The original semiconductor ETF has delivered even more than the 69% year-to-date return many headlines cite.
Nvidia sees the data center CPU market being a $200 billion opportunity. AMD is a leader in the data center CPU market, and has consistently taken share from rival Intel.
The stocks don't have that impressive a yield right now. Most companies pay out very little of their earnings in dividends.

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Nvidia keeps cashing in on the AI build-out. Meta Platforms looks dirt cheap for the growth it's generating.
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