Nvidia is down 15% from its record high due to concerns about the sustainability of AI spending, but CEO Jensen Huang expects the market to get much bigger. MercadoLibre is down 37% from its high due
Nvidia's stock is looking like a bargain, according to Deutsche Bank.
Nvidia is, no doubt, facing higher supply chain costs, mainly due to higher transportation costs stemming from soaring crude oil prices. Nvidia's GPUs are in such great demand that it might be able to

Better AI Buy: Nvidia vs Micron

06:15pm, Tuesday, 24'th Mar 2026
Nvidia and Micron have seen revenue take off amid demand from AI customers. The each provide tools that are critical to the development and use of AI.
Taiwan Semiconductor (TSM) stock came into focus Tuesday after a Broadcom executive said the chipmaker is reaching production capacity limits amid surging deman

The Great Rotation: Fade Dying Tech Stars

05:25pm, Tuesday, 24'th Mar 2026
AI spending is taking no prisoners and is crushing the cash flows of the biggest names in the Technology sector.
Nvidia grew its revenue more than AMD over the last year. However, AMD is doing well financially and has increased its CPU market share.
AAFMAA Wealth Management and Trust LLC reduced its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 10.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exc
Central Pacific Bank Trust Division lowered its stake in shares of NVIDIA Corporation (NASDAQ: NVDA) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and
Corsicana and Co. lowered its stake in shares of NVIDIA Corporation (NASDAQ: NVDA) by 5.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 56,540 shares of
Everhart Financial Group Inc. increased its stake in NVIDIA Corporation (NASDAQ: NVDA) by 4.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commissio
Covea Finance raised its position in NVIDIA Corporation (NASDAQ: NVDA) by 5.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commis
Two U.S. senators have asked U.S. Commerce Secretary Howard Lutnick to investigate whether remarks by Nvidia CEO Jensen Huang may have misled U.S. officials and ​influenced their decision to grant N

The Big 3: PLTR, TSLA, NVDA

01:00pm, Tuesday, 24'th Mar 2026
Joe Tigay takes on Big Tech for today's Big 3 in the midst of what he calls a "very tradeable environment." He starts with Palantir (PLTR) and long-term ties to U.S. defense offering signals of streng
"Demand is not theoretical anymore" in AI, says Lisa Martin, pointing to accelerating compute demand offering a lift for the tech sector. She believes there's plenty of winners in the space, including
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