Nvidia Isn't the Most Valuable Company in the World Anymore. Is More Bad News Coming?

Key Points Chip stocks are down on market worries about AI spending. Nvidia should enjoy the fruits of AI spending, since its products are the gold standard for AI development. The market is souring on Nvidia, and investors should temper their expectations for Nvidia stock …

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The AI Infrastructure Market Is Shifting to Inference. 5 Stocks to Play This Future $1.3 Trillion Market Opportunity

Key Points Nvidia and Cerebras both have SRAM-based solutions that could make them leaders in inference. AMD’s chiplet design lets it package its chips with more HBM, a memory technology invented by memory leader SK Hynix. Broadcom is set to benefit from the trend of …

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Nvidia's Shareholder Meeting Is Aug. 26. Here's What Investors Should Be Looking Out For.

Key Points Nvidia (NASDAQ: NVDA), arguably the most popular artificial intelligence (AI) stock on the planet, is also the most valuable company on the planet. Its growth trajectory, however, could just be getting started. According to research from Stanford University, today’s AI models already meet …

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Crypto Market Update: H1 Crypto Hacks Cross US$1 Billion, Blockaid Reports

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (July 29) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$63,580.04, up by …

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Beyond the Mag 7: Rising Q3 Estimates Signal a Market-Wide Earnings Expansion

We are past the halfway mark of the Q2 earnings season, with more than 60% of S&P 500 companies having already reported. With another 27% of the index on deck this week, we will have seen the bulk of Q2 earnings by Friday. While the …

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Netflix Is Down 46% — Here's Why I'm Buying More

Key Points Shares of the streaming giant have dropped as revenue growth slows. However, Netflix is well-positioned as the subscription video-on-demand leader. Management is leveraging its content expense to expand margins and grow cash flow. 10 stocks we like better than Netflix › Netflix (NASDAQ: …

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Ford Says It Will Deliver Eyes-Off Driving in 2028. The Market Prices Ford at 9 Times Forward Earnings.

Key Points Ford plans to make Level 3, eyes-off driving road-ready on its Universal Electric Vehicle platform in 2028. Second-quarter adjusted earnings before interest and taxes rose to $2.5 billion, and Ford raised its full-year guidance. The stock costs about 9 times forward earnings, and …

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AVEM, BABA, ASX, NTES: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Avantis Emerging Markets Equity ETF (Symbol: AVEM) where we have detected an approximate $403.6 million dollar inflow — that’s a 1.7% increase week over week …

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Crypto Market Update: Coinbase CEO Frames Crypto, AI as "Reinforcing Trends"

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (July 27) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,902.16, up by …

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Prediction: Tesla Will Lose Its Trillion-Dollar Market Cap Before 2027.

Key Points Tesla’s market cap sits at about $1.18 trillion as of this writing. A decline of roughly 16% would put it below $1 trillion. At about 3.95 billion shares outstanding, the trillion-dollar line works out to close to $250 per share. Second-quarter operating income …

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