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Jensen Huang is feeling spendy. In the span of a few weeks, the Nvidia CEO has committed billions to deals and investments — with more potentially right around the corner. The spending spree shows how far Nvidia is expanding beyond chips and raises a bigger question: how much of the AI ecosystem does it want…
Conference Call Participants Kevin Chiang – CIBC Capital Markets, Research DivisionNoah Kaye – Oppenheimer & Co. Inc., Research DivisionFaiza Alwy – Deutsche Bank AG, Research DivisionAdam Bubes – Goldman Sachs Group, Inc., Research DivisionToni Kaplan – Morgan Stanley, Research DivisionJerry Revich – Wells Fargo Securities, LLC, Research DivisionKonark Gupta – Scotiabank Global Banking and Markets,…
The S&P 500 Index ($SPX) (SPY) on Thursday rose +0.65%, the Dow Jones Industrial Average ($DOWI) (DIA) rose +0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +1.15%. September E-mini S&P futures (ESU26) rose +0.68%, and September E-mini Nasdaq futures (NQU26) rose +1.18%. Stocks rallied on the favorable PPI report, which prompted a -4 bp decline in the 10-year…
The White House is creating a new checkpoint for the most powerful artificial intelligence models before they reach the market. It may be voluntary, but banks and other regulated companies could soon treat it as something closer to a seal of inspection. The President Donald Trump administration said Monday (Aug. 3) that it finalized plans…
European stocks fall at the open as oil surge and higher bond yields hit sentiment !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}
This article was written by Follow The Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable…