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01.05.26 - 16:12
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Live Nasdaq Composite: Tech Stocks Recapture Momentum in Swift Upward Swing (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Tech Deal 5 minutes ago Live Nebius Group (Nasdaq: NBIS) is planting its flag in the ... Live Nasdaq Composite: Tech Stocks Recapture Momentum in Swift Upward Swing...
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01.05.26 - 15:36
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ARTY Investors: Watch These 2 Signals Before the Next Quarter Ends (24/7 Wall St.)
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For investors who want exposure to the artificial intelligence buildout without trying to pick the next NVIDIA, the iShares Future AI & Tech ETF (NASDAQ:ARTY) pitches a single-ticket solution: spread chips across the entire AI value chain, from semiconductors to data center infrastructure to software. The fund tracks the NYSE FactSet Global Robotics and Artificial ... ARTY Investors: Watch These 2 Signals Before the Next Quarter Ends...
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01.05.26 - 15:06
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NVIDIA Trades 23% Below Analyst Price Targets Despite Rallying 20% This Month (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) currently trades around $208.27, while Wall Street's consensus price target sits at $268.61, leaving a gap of roughly 29% between where the stock currently trades and where analysts think the stock is going. NVIDIA designs the GPUs and networking fabric powering hyperscaler data centers, sovereign AI projects, and enterprise agent deployments. With a ... NVIDIA Trades 23% Below Analyst Price Targets Despite Rallying 20% This Month...
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01.05.26 - 13:30
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Got 1,000 To Invest? Nvidia vs AMD- Only One Deserves Your Money (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) closed the books on blockbuster quarters. NVIDIA posted $68.13 billion in Q4 FY2026 revenue on 73.21% growth. AMD followed with $10.27B and 34.1% YoY. Both ride the same AI wave, yet their businesses, margins, and customer mix tell very different stories. Blackwell Prints Cash. AMD Builds Breadth. NVIDIA's Data Center ... Got 1,000 To Invest? Nvidia vs AMD- Only One Deserves Your Money...
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01.05.26 - 12:06
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SanDisk’s Gross Margins Just Topped NVIDIA’s. Wall Street Sold Anyway. (24/7 Wall St.)
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Of everything SanDisk (NASDAQ:SNDK) said in its fiscal Q3 report, the real story is a paradox. They posted an adjusted gross margin of 78.4%, a level that sits above the 75.1% gross margin Wall Street expects NVIDIA (NASDAQ:NVDA) to post when it reports its fiscal Q1. And yet the stock fell roughly 6% after hours. ... SanDisk's Gross Margins Just Topped NVIDIA's. Wall Street Sold Anyway....
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01.05.26 - 09:48
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Everyone’s Talking About NVIDIA’s Moving Averages. Smart Money Is Watching CrowdStrike Instead (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep recycling around Microsoft (NASDAQ:MSFT)'s 50-day moving average. But here's what you should actually be watching. The case against chasing NVIDIA at this level is straightforward. The stock ... Everyone's Talking About NVIDIA's Moving Averages. Smart Money Is Watching CrowdStrike Instead...
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01.05.26 - 07:36
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Samsung reports record quarterly profit as chip income jumps almost 50-fold (The Guardian)
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The AI boom is worsening a global memory chip shortage, which Samsung predicts will continue into 2027Samsung Electronics on Thursday reported record quarterly profit driven by a 49-fold jump in chip income, saying it expects a severe supply shortage to deepen next year as clients spend on AI, driving up prices of its memory chips.A boom in the construction of AI datacentres has spurred Samsung and chipmaking peers to allocate production capacity to advanced chips that Nvidia uses in its so-called AI accelerators. Even so, chipmakers are struggling to meet demand while the move also squeezes the supply of conventional chips. Continue reading......
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01.05.26 - 07:06
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Nvidia, Amazon und Co dominieren – wo entsteht der nächste KI-Gigant? (Der Aktionaer)
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Der KI-Boom läuft auf Hochtouren. Nvidia, Amazon und andere Tech-Giganten dominieren die Schlagzeilen. Doch die wahre Schlüsselrolle liegt ganz woanders – bei einem Unternehmen, das kaum jemand auf dem Schirm hat. Ein stiller Profiteur, der das Rückgrat der modernen Chipindustrie bildet und nach dem jüngsten Rücksetzer jetzt eine seltene Einstiegschance eröffnet....
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01.05.26 - 03:18
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Brent Crude Spikes to $117 on Iran Military Option Reports (24/7 Wall St.)
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The Marketplace Morning Report segment titled “Chipping away at Nvidia's chip dominance” carried a market call that pulled focus from semiconductors to crude. The hosts noted Brent crude oil prices spiked to just under $117 per barrel as headlines crossed that, per Axios, President Trump is being briefed on further military options in Iran, while ... Brent Crude Spikes to $117 on Iran Military Option Reports...
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01.05.26 - 03:12
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Did Nvidia Just Deliver a Breakout Fake-Out? Why Dip‑Buyers Should Welcome a Dip (24/7 Wall St.)
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It can be tough to chase breakout moments, especially if a consolidating stock has already dealt out a fake-out in the past year. In any case, Nvidia (NASDAQ:NVDA) shares were quite quick to tumble below $200 per share after rejoining the $5 trillion club, once again, for just a few days. For Nvidia shareholders who ... Did Nvidia Just Deliver a Breakout Fake-Out? Why Dip‑Buyers Should Welcome a Dip...
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