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04.03.26 - 14:36
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Showdown bei Broadcom: Droht der Nvidia-Schock trotz Rekordgewinnen? (Der Aktionaer)
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An der Wall Street wächst die Anspannung vor dem Mittwochabend. Dann legt der Halbleiter-Riese Broadcom seine Zahlen für das abgelaufene Quartal vor. Die Erwartungen sind gewaltig, doch die jüngste Marktgeschichte lehrt: Selbst exzellente Ergebnisse könnten diesmal zu wenig sein, um den jüngsten Abwärtstrend der Aktie zu stoppen....
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04.03.26 - 14:36
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Stanley Druckenmiller Backed Up the Truck on This Wildly-Popular ETF (24/7 Wall St.)
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Stanley Druckenmiller is probably one of the smartest big-league money managers to follow in this environment. He doesn't just have the big name in the smart money crowd; he has the enviable track record that's stood head and shoulders above the pack. Whether we're talking about his prior Nvidia (NASDAQ:NVDA) bet or his more recent ... Stanley Druckenmiller Backed Up the Truck on This Wildly-Popular ETF
The post Stanley Druckenmiller Backed Up the Truck on This Wildly-Popular ETF appeared first on 24/7 Wall St.....
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04.03.26 - 14:00
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Nvidia and UK Wealth Fund to invest in British autonomous driving startup Oxa (The Guardian)
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Oxford-based firm has raised $103m for commercial development of software for self-driving industrial vehiclesNvidia is investing in the British autonomous driving startup Oxa, alongside backing from the UK's National Wealth Fund, in a boost to the country's technology sector.The Oxford-based company, which has developed software for self-driving industrial vehicles, said it had raised $103m (£77m) from investors to focus on commercial solutions for that software, as well as its physical AI and robotics technology, and to push on with its global expansion plans. Continue reading......
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04.03.26 - 13:33
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Serve Robotics to Showcase Autonomous Robotics at SXSW, NVIDIA GTC, and HumanX Conferences (GlobeNewswire EN)
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SAN FRANCISCO, March 04, 2026 (GLOBE NEWSWIRE) -- Serve Robotics Inc. (Nasdaq: SERV), a leading autonomous robotics company, today announced its participation, including speaking sessions, in a series of influential technology, pop culture and innovation events, including SXSW, NVIDIA GTC, and Human X. Across these stages, Serve executives will showcase their industry-leading autonomous delivery robots and highlight their advanced, AI-powered capabilities. ...
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04.03.26 - 13:30
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Why Cisco Is Nothing Like Its Dot-Com Self — And Could Hit $90 by 2027 (24/7 Wall St.)
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Cisco Systems (NASDAQ: CSCO) has been pulled into an uncomfortable comparison lately. Investor Michael Burry drew parallels between Nvidia's supply commitments and Cisco's behavior before the dot-com bust, casting a shadow over Cisco. Its shares are up just 2.5% year-to-date, trading around $78.96. But the comparison misses something important: today's Cisco is a fundamentally different ... Why Cisco Is Nothing Like Its Dot-Com Self — And Could Hit $90 by 2027
The post Why Cisco Is Nothing Like Its Dot-Com Self — And Could Hit $90 by 2027 appeared first on 24/7 Wall St.....
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04.03.26 - 13:12
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Siegel: Nvidia’s 20x P/E Is a Steep Discount for a 30-40% Growth Stock (24/7 Wall St.)
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Jeremy Siegel has a simple question for investors panicking out of Nvidia right now: why are you discounting a 30-40% growth machine like it's a tired industrial conglomerate? The Wharton professor and longtime market bull made the case recently that the Mag-7 selloff has gone too far, and Nvidia (NASDAQ:NVDA) is his clearest example. “When ... Siegel: Nvidia's 20x P/E Is a Steep Discount for a 30-40% Growth Stock
The post Siegel: Nvidia's 20x P/E Is a Steep Discount for a 30-40% Growth Stock appeared first on 24/7 Wall St.....
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