Tag: Investment strategy
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Nvidia’s ‘expectations premium’ dogs the stock after earnings. Here’s what analysts are watching
Over the past year, Nvidia has topped estimates on all the topline metrics and has still been punished by investors the next trading day.
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OpenAI says its Broadcom custom chip is a winner. What does that mean for Nvidia?
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Apple’s next chapter: 3 pressing challenges facing Tim Cook’s successor as CEO
John Ternus will assume the CEO role on Sept. 1, inheriting the tech giant at a pivotal moment.
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Top chip analyst says the group could fall another 10%. Here’s why
A 10% decline would bring the benchmark semiconductor index back to a valuation relative to the S&P 500 unseen since the launch of ChatGPT in late 2022.
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Jim Cramer says this could be the key to sending Apple shares higher
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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We’re trimming our position in an AI stock to protect our profits
This is our second sale in as many days to reduce our exposure to the theme.
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World Liberty Financial CEO Zach Witkoff says success of stablecoin silences charge of Trump cronyism
Zach Witkoff, CEO of Trump-linked World Liberty Financial, said conflict-of-interest concerns related to the Trump family are misplaced.
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A lesser known area of the AI market is set for its biggest boom since 2022. Buy this stock to play the trend, Morgan Stanley says
The investment bank upgraded software cybersecurity name to overweight from equal weight.
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Nvidia and Jackson Hole are the big catalysts this week. How stocks could react
Wednesday and Friday are likely to define the broader stock market’s direction this week.
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U.S. economic offense, Lego’s record revenue, Nvidia’s losing streak and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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