The analyst noted that the company’s strong returns and robust balance sheet support its long-term outlook, although commodity price fluctuations and elevated valuations remain key risks.
They highlighted stretched valuations, pledged promoter shares, and unclear subsidiary revenues, recommending that investors avoid the stock at current levels.
While Nvidia continues to capture headlines, a critical enabler of the artificial intelligence (AI) infrastructure boom may be better positioned for long-term gains.
Alibaba's new AI chip, Fed rate cut doubts, Trump's strategic investments, defense stock surge, and Cracker Barrel's logo backlash led this weekend's top headlines.
The financial markets in 2025 are navigating a tempestuous sea of geopolitical uncertainty, where international relations, aggressive trade policies, and an evolving regulatory landscape are acting as powerful crosscurrents. These forces are not merely creating ripples; they are fundamentally reshaping global market dynamics, driving persistent volatility, and forcing corporations to
Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC)
fell 2.8% in the afternoon session after a broad sell-off in the semiconductor sector and U.S. restrictions on chip equipment sales to China.
The investment narrative surrounding Artificial Intelligence (AI) is undergoing a profound transformation, moving beyond the singular focus on the "Magnificent Seven" tech behemoths that have dominated headlines and market gains. A new era is dawning where capital is increasingly flowing into a wider array of companies pivotal to the AI
Looking for the most active S&P500 stocks in today's session? Join us as we dive into the US markets on Friday and discover the stocks that are dominating the trading activity and setting the pace for the market.
The technology sector is currently navigating a complex landscape of pressures, leading to recent stock declines in key companies like NVIDIA (NASDAQ: NVDA), Marvell Technology (NASDAQ: MRVL), and Dell Technologies (NYSE: DELL). A primary factor is the intense competition and evolving market dynamics within the booming Artificial Intelligence (AI) sector.
Trump administration converts CHIPS Act grants into $5.7B equity stake in Intel, preventing spinoff of unprofitable foundry business and gaining leverage.
The global economic landscape remains deeply entrenched in a complex and often volatile trade conflict between the United States and China. What began in January 2018 as a series of targeted duties has escalated significantly through 2025, with both nations frequently adjusting and reinstating tariffs, creating a tangled web of
Nvidia Corporation (NASDAQ: NVDA), the undisputed leader in artificial intelligence (AI) chip manufacturing, recently delivered a mixed bag with its second-quarter fiscal 2025 earnings report. While the company impressively surpassed overall revenue and profit expectations, a critical miss in its pivotal data center segment—the engine driving the current AI
