With rare exceptions, Berkshire Hathaway has historically avoided major investments in the technology sector. Under new CEO Greg Abel, however, Berkshire has doubled down on the company's position in
NVDA's 6.6% monthly drop reflects chip-sector weakness, but AI demand, cash flow and a lower forward P/E keep the stock worth holding.
The AI infrastructure boom has rewritten the rules of the semiconductor industry. Over the past 18 months, memory chips transformed from commodity products into one of the world's most valuable bottle
Sell-offs create opportunities, especially for these three stocks
Semiconductor stocks were in the green on Monday but Morgan Stanley says recent weakness in the category suggests investors are increasingly looking beyond chipmakers and toward a broader set of benef

Open AI Should "Strike While The Iron Is Hot"

10:31am, Monday, 06'th Jul 2026
Borrowing from Barron's, the newspaper reported that Deutsche Bank's Adrian Cox, concerned about the IPO pace of OpenAI and Anthropic, wrote, "They and their peers need to strike while the iron is hot
These are all giants in their realms, and their stocks are attractively valued, too.
NVDA's record cash flow, rising dividend and $119B buyback capacity show how AI demand is fueling shareholder returns and long-term investment.
AI hardware opportunities expand beyond NVIDIA as Micron, Credo, Amkor and Texas Instruments tap into the rising demand across the chip supply chain.
The "Magnificent Seven" stocks haven't done very well in recent months.
NewPeak Metals Ltd (ASX:NPM, OTC:NPMFF, FRA:NPM) shares surged in morning trade after the company confirmed a large-scale gold-zinc-silver discovery from...
Nvidia is highly exposed to the AI infrastructure build-out. The chipmaker expects major growth to occur again in 2027.
NVIDIA's fundamentals have never looked stronger, yet its stock is limping through 2026.
Major tech stocks look a bit mixed, with AI noticeably weaker than we are used to.

Nvidia Stock Looks Cheap, Goldman Says Buy

08:32am, Monday, 06'th Jul 2026
Nvidia stock is sitting out the latest chip rally but Goldman Sachs sees reason to be optimistic.
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