One way to analyze investments in a particular industry or sector is by understanding the supply chain. Dig deep into a given industry and the power players will soon emerge.
Stocks begin the second half of the year after booking impressive gains for the first six months. The Nasdaq Composite led the way, up 18%. The S&P 500 follows closely behind, up 14.5%. The two laggar
Demand for Nvidia's GPUs has skyrocketed because of the processing power requirements of AI. Last quarter, Nvidia's data center revenue increased 427% year over year.
The best way to describe the hype Nvidia Corp. (NVDA, Financial) represents in people's minds is through a recent quote from company's own founder and CEO, Jensen Huang:
Fundamental Growth Investor Jonah Lupton shares his investing strategies, including swing trades and hedging, focusing on great companies with strong fundamentals and valuations. Why NVIDIA is the top
A handful of stocks have been driving the stock market's gains for the past two years. Many call it the “Magnificent 7,” though investors haven't been too enthusiastic about Tesla (NASDAQ: TSLA )
Intensifying competition may bring Nvidia's dream run to an end. The company is also exposed to customer concentration and execution risks.
The takeover of one of the UK's leading semiconductor developers by Japan's Softbank is reportedly to be referred for a national security review. SoftBank, the giant tech investor that bought the UK's
U.S. stocks could start the week on a tentative note, going by the trading in the futures market. The subdued mood comes on the back of a very solid performance so far this year.
The semiconductor sector has been a standout performer in 2024, but recent trends suggest that its momentum might be slowing. So, let's examine the overall state of the sector, focusing on the Van Eck
Scaled quantum computing will likely be the next stage in modern day computing and electronics. The rise of generative artificial intelligence has demanded a significant amount of computing power, whe
The launch of Nvidia's Blackwell chips will test the ability of its suppliers and customers to deal with the infrastructure challenges associated with even more powerful chips.

Nvidia: Swimming In Catalysts

06:39am, Monday, 01'st Jul 2024
Many people question the duration of Nvidia's renewed rally this year, although fundamentals seem to support it. There are a handful of catalysts, which could drive further upside, making me stick to
Nvidia (NASDAQ: NVDA ) is truly thriving. After booting the two other tech giants from top spot, it rose 3.2%, reaching a $3.3 trillion market cap on June 18.
Nvidia led the market higher in the first half of the year as it helped build out the infrastructure to run AI. Alphabet could be poised to lead the market higher in the second half due to its inexpen
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