Key Points Nvidia’s data center business grew 117% year over year during the second quarter. As shipments of Blackwell and Vera scale, Nvidia needs to procure more components for its GPUs and CPUs. Nvidia’s management made it clear that the bulk of its supply and capacity spend will be allocated toward memory. 10 stocks we…
Key Points Nvidia has assembled a $63 billion portfolio of AI partners. Nvidia CEO Jensen Huang has called out energy as a major bottleneck in AI data center growth. Bloom Energy has been capitalizing on the AI boom and looks worthy of an Nvidia investment. 10 stocks we like better than Bloom Energy › Nvidia…
Key Points Data center revenue reached $89.0 billion in the July quarter — 92.5% of Nvidia’s total revenue. The company guided fiscal third-quarter revenue to $108.0 billion, which puts the data center business within about $100 million of the milestone at the current mix. Nvidia’s fiscal 2027 ends in late January, giving that business two…
Key Points Battery-only electric vehicles aren’t the only alternative to combustion-powered autos. A slightly different technology has actually become much more popular. While Tesla and BYD garner much attention, investors may want to keep tabs on a third name. 10 stocks we like better than Toyota Motor › Electric vehicle makers Tesla (NASDAQ: TSLA) and…
Key Points Apple (NASDAQ:AAPL) has been a transformative tech company, completely disrupting the smartphone market by introducing touchscreen controls, internet service, and easy access to texting, music, and games. But dramatic innovations have been far less common in its more recent iPhone models, leading some of the shine to come off Apple. Is that about…
Key Points Although the AI revolution has powered the benchmark S&P 500 to all-time highs, optimism isn’t universal among Wall Street analysts. One of the stock market’s most polarizing tech companies boasts a sustainable moat and eye-popping growth, but is undeniably priced for perfection. Meanwhile, another industry leader is dealing with shrinking margins, a nosebleed…
Key Points Cathie Wood’s company, Ark Invest, has several exchange-traded funds that give investors exposure to a basket of tech stocks. Ark’s flagship fund is the ARK Innovation ETF, which has about $6.42 billion in assets under management. Wood and her team have devoted a significant portion of this amount to three stocks heavily involved…
Key Points Nvidia has made a lot of money from its Intel investment. The company also bought into xAI, which turned into a SpaceX holding. CoreWeave has been backed by Nvidia for a long time. 10 stocks we like better than Intel › Nvidia (NASDAQ: NVDA) is the world’s largest company and produces a vast…
Key Points Tesla stock trades about 29% below its 52-week high of $498.83. The company’s trailing-12-month earnings come to $1.08 per share, putting the multiple near 330 times earnings. Tesla’s operating margin fell to 1.4% in the second quarter, down from 4.1% a year earlier. These 10 stocks could mint the next wave of millionaires…
Key Points Nvidia’s revenue growth is expected to soar through the next calendar year. Its orders could greatly benefit its suppliers. Profits could reach unheard-of levels if it can grow revenue at the expected rate and maintain current profit margins. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has done it again….