Tag: iShares Semiconductor ETF
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Nvidia’s 70% growth forecast puts it on track to become tech’s No. 2 company by revenue
“Our demand is much greater than 70%,” CEO Jensen Huang said on the earnings call.
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Nvidia whisper numbers loom over estimates as Wall Street expects strong quarter
Jensen Huang’s company’s consistent beat-and-raise behavior has loosened the tie between its quarterly performance and analysts’ expectations.
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OpenAI’s Jalapeño AI chip brings new ‘threat’ to Nvidia margins as custom silicon gains ground
OpenAI’s Jalapeño chip beat Nvidia Blackwell systems on key inference-efficiency tests as custom AI silicon gains ground among major tech companies.
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Are investors backing the ‘wrong future’ in AI? Analyst sees unexpected winners — and bad news for hyperscalers
One investment strategist said local AI models could upend the data center boom — and named these potential winners from the fallout.
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Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers
CNBC’s Jim Cramer said Nvidia has become so central to the AI ecosystem that its earnings are effectively a referendum on the entire AI trade.
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‘Big Short’ investor Danny Moses calls 10-year yield, Nvidia the two most important assets for markets right now
The two assets are the center of gravity in financial markets at the moment, according to the Moses Ventures founder.
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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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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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The stocks that tend to move with Nvidia earnings, and the ones that don’t
Nvidia earnings have become a market event that can ripple beyond the chipmaker itself.
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