Marta Norton, Chief Investment Strategist at Empower, says Nvidia reflects AI growth, expects 2–3 Fed cuts, and favors small caps and healthcare for value amid high valuations.
In today's video, I discuss recent updates affecting Nvidia (NVDA -0.01%), IREN (IREN -2.76%), Advanced Micro Devices (AMD 0.40%), and other semiconductor stocks. To learn more, check out the short vi
Nvidia beat Q2 earnings and revenue expectations, but China sales uncertainty weighs on sentiment. The White House says it has fired its recently-appointed CDC director.
Dan Ives, senor equity analyst and global head of tech research at Wedbush Securities, discusses Nvidia's second-quarter results, the company's strong global growth outside of China, and why he sees t
NVIDIA's earnings are a major market event due to its massive S&P 500 weighting and broad investor exposure. All eyes were on NVDA for their report. The report was overall positive, as was the investo
Nvidia's earnings beat expectations but data center sales lagged, pressuring tech stocks as the Nasdaq dips while S&P500 and Dow Jones futures hold steady.

Morning Bid: China sales doubt blurs Nvidia beat

06:43am, Thursday, 28'th Aug 2025
What matters in U.S. and global markets today
Trump's Fed pick defends tariffs, nuclear plants refire to boost power production, brands cash in on Taylor Swift-Travis Kelce engagement, and more news to start your day.
Key Points in This Article: Nvidia's (NVDA) Q2 2026 earnings beat revenue and EPS estimates, with Q3 guidance above expectations.
Broadcom, AMD and Micron stocks fell in after-hours trading as the market focused on Nvidia missing expectations for its vital data-center segment.
U.S. stock futures were swinging on Thursday following Wednesday's advances. Futures of major benchmark indices were largely mixed.
The legendary investor Warren Buffett is famous for buying quality businesses with durable competitive advantages. Just take a look at one of his most famous holdings: Coca-Cola.

Even Nvidia Has Speed Limits

05:00am, Thursday, 28'th Aug 2025
Strong AI chip sales came up a bit short for the market's only $4 trillion company.
Nvidia's slim margin of outperformance wasn't enough to satisfy the market. But there are grounds for optimism.
It's hard to find predictions from 2015 about how big Nvidia (NVDA -0.01%) would be 10 years in the future. I suspect, though, that few expected the company would sport a valuation of roughly $4.4 tri
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