California Public Employees' Retirement System slashed stakes in Nvidia, IBM, and Walmart, while buying more shares of Lucid Group in the second quarter.

What's next for Nvidia once AI growth slows down?

02:42pm, Saturday, 31'st Aug 2024
Nvidia's AI growth may well have peaked, but robotics provides the company with future growth and revenue that could propel its stock price upwards.
The discussion also touches on potential competition and risks to Nvidia's dominance, specifically mentioning Broadcom as a significant competitor.
Nvidia's (NASDAQ:NVDA) reported its second-quarter results after market close on Wednesday, August 28.

Forget AMD: 2 Tech Stocks to Buy Instead

06:00am, Saturday, 31'st Aug 2024
Nvidia is more financially secure than AMD and has a more established role in AI. Meanwhile, Microsoft is an attractive way to invest in AI software.
Larry Page wants Alphabet to go all-in on AI. Big tech companies are ramping up spending on AI infrastructure.
Thanks to the artificial intelligence (AI) revolution, Nvidia has been firing on all cylinders since the start of 2023. Nvidia's fiscal second-quarter operating results featured a new authorization fr
QQQ is a market-cap weighted ETF heavily influenced by the Mag 7 mega-caps, which has delivered well up to now. However, as the AI landscape continues to shift and the focus turns on monetization, the

Are Nvidia's numbers sustainable?

03:00am, Saturday, 31'st Aug 2024
'Barron's Roundtable' panelists discuss Nvidia's earnings, Super Micro's sales and Vice President Kamala Harris' capital gains tax plan.

Nvidia sells off, is the stock overvalued?

07:10pm, Friday, 30'th Aug 2024
Shares of Nvidia (NVDA) slid this week, despite beating Wall Street expectations on the top and bottom line for their second quarter earnings report. Investors may be trying to understand where this s
Dan Roberts, IREN co-founder & co-CEO, joins 'Closing Bell Overtime' to talk using AI in bitcoin mining.

Stocks to Watch in September

05:41pm, Friday, 30'th Aug 2024
Stocks rebounded in the final weeks of August, putting the S&P 500 just below its all-time high heading into September. But a lot has changed under the surface since July.

Looking Ahead to the Q3 Earnings Season

05:21pm, Friday, 30'th Aug 2024
Total Q3 earnings for the S&P 500 index are expected to be up +3.8% from the same period last year on +4.6% higher revenues, which would pencil in the fourth consecutive quarter of positivity.
A late-day rally on Friday helped close the Dow Jones Industrial Average ($DJI) on yet another all-time high. As for the week, Oliver Renick takes a look at the headlines showcasing the highs and lows
Nvidia Corporation's Q2 results showed a slowdown in data center growth, raising concerns about valuation and future volatility despite strong AI-driven growth in 2023 and 2024. Despite $50B of stock
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