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Source: Invezz News Agency
2 weeks ago
Stock Medium Importance AI Analyzed
Why Jim Cramer thinks Nvidia needs an Apple-style $500 billion stock buyback

Why Jim Cramer thinks Nvidia needs an Apple-style $500 billion stock buyback

Jim Cramer thinks Nvidia should make a bigger bet on its own shares. The CNBC host has urged the chipmaker to launch a $500 billion stock-buyback programme, arguing that Nvidia remains “radically cheap” at roughly 23 times this year's earnings estimates.

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Source: Invezz
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Source: Seeking Alpha News Agency
2 weeks ago
Stock Medium Importance AI Analyzed
Nvidia Fiscal Q2: The AI Giant Answers To Losing Market Share

Nvidia Fiscal Q2: The AI Giant Answers To Losing Market Share

The new disclosure is increasingly important because it proves that Nvidia Corporation can be more resilient than feared should more Big Tech CapEx be redirected to custom silicon. At the heart of every Nvidia's earnings report is the question — how will the world's most valuable company continue to grow? Another one of the more overlooked comments from Nvidia's earnings call centered around how much revenue the company now expects to generate from every gigawatt of deployed AI infrastructure.

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Source: Seeking Alpha
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Source: Market Watch News Agency
2 weeks ago
Stock Medium Importance AI Analyzed
Nvidia's stock is climbing as investors get more confidence in an expanding base of AI customers

Nvidia's stock is climbing as investors get more confidence in an expanding base of AI customers

Nvidia's stock got a boost from Dell Technologies' earnings on Wednesday, with analysts noting that the server maker's commentary helped validate Nvidia's view of a robust and expanding artificial-intelligence market.

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Source: Market Watch
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Source: CNBC News Agency
2 weeks ago
Stock Medium Importance AI Analyzed
Microsoft to start disclosing Azure quarterly revenue as company consolidates business units

Microsoft to start disclosing Azure quarterly revenue as company consolidates business units

Microsoft will begin reporting Azure revenue in dollars for the first time, providing more clarity about its business that competes with Amazon Web Services. The company is trimming the number of internal operating segments from three to two.

Source: CNBC
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Source: 24/7 Wall Street News Agency
2 weeks ago
Stock Medium Importance
NVIDIA Rises 4% on Reported $12.9B Hugging Face Deal, Dell Jumps 8% After Guidance Beat

NVIDIA Rises 4% on Reported $12.9B Hugging Face Deal, Dell Jumps 8% After Guidance Beat

Two AI infrastructure names are surging on separate company-specific catalysts, and the broader chip fund is barely moving alongside them. The split says today's buying is concentrated in two names, not a sector-wide bid on the semiconductor complex.

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Source: 24/7 Wall Street
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Source: Seeking Alpha News Agency
2 weeks ago
Stock Medium Importance AI Analyzed
Nvidia: The Market Is Crazy Not To Push The Stock Higher

Nvidia: The Market Is Crazy Not To Push The Stock Higher

Nvidia Corporation is continuing to grow at an unrelenting pace and it passed 3 of my 4 key metrics that I was looking for. delivered a double-beat quarter with 105.9% Y/Y revenue growth and record EPS, surpassing guidance for the 13th consecutive time. NVDA issued its first-ever FY28 revenue growth guidance of ~70%, described as supply-constrained and materially above consensus, signaling a major re-rating event. Gross margin guidance steps down structurally due to HBM4 pass-through, but forward multiples remain undemanding given >60% net margins and >110% ROE.

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Source: Seeking Alpha
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Source: 24/7 Wall Street News Agency
2 weeks ago
Stock Medium Importance
One Trillion-Dollar Question Could Determine Where Microsoft Stock Goes Next

One Trillion-Dollar Question Could Determine Where Microsoft Stock Goes Next

Microsoft just staged one of its sharpest recoveries in years, but a single unanswered question about its $115.9 billion spending spree will decide whether that momentum holds or collapses under its own weight.

Source: 24/7 Wall Street
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Source: Seeking Alpha News Agency
2 weeks ago
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The Social Media Trial Settlement Is A Major Win For Meta

The Social Media Trial Settlement Is A Major Win For Meta

Meta Platforms trades at a depressed 20x P/E, well below its historical average, despite robust top-line growth and resilient user engagement. Q2 results showed 28% revenue growth but significant margin compression, with operating margin dropping to 31% and free cash flow plummeting due to elevated CapEx. The $18.1B social media addiction settlement removes a major overhang, with the impact on revenue from teen usage limits expected to be negligible.

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Source: Seeking Alpha
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Source: 24/7 Wall Street News Agency
2 weeks ago
Stock Medium Importance
Amazon Stock Could Surprise Investors Over the Next 12 Months

Amazon Stock Could Surprise Investors Over the Next 12 Months

AWS just posted its fastest growth in 18 quarters while Amazon burns through billions in capex, and that tension is exactly what makes the next 12 months so pivotal for shareholders.

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Source: 24/7 Wall Street
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Source: Finbold News Agency
2 weeks ago
Stock Medium Importance AI Analyzed
Machine learning algorithm sets Nvidia stock price for September 30, 2026

Machine learning algorithm sets Nvidia stock price for September 30, 2026

Finbold's AI Agent has predicted that semiconductor giant Nvidia (NASDAQ: NVDA) will remain above the $200 mark on September 30 as the company continues to benefit from strong artificial intelligence demand.

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Source: Finbold
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