Nvidia chipmaker Taiwan Semiconductor reported strong sales. Tesla launched the new Model Y in China. The jobs report looms.
Oracle stock trades at a price-to-earnings ratio (P/E) of 40.5, which is a slight premium to the average P/E of Microsoft, Amazon, and Alphabet (36.7). They are three of the biggest operators of AI data center infrastructure besides Oracle:
The average S&P 500 stock had a tough go of it in December. But better times could lie ahead in 2025.
Meta CEO Mark Zuckerberg and Nvidia CEO Jensen Huang are off to a flying start in 2025 as excitement about AI sent their companies' stocks even higher.
Jensen Huang is the CEO of Nvidia ( NVDA 3.70%), a company whose chips power the vast majority of artificial intelligence (AI) systems. At a technology conference last year, Huang made a bold declaration: "The next wave of AI is here. Robotics, powered by physical AI, will revolutionize industries."
Despite Nvidia's relatively strong position, the company still faces major challenges on its way to become the preeminent AI robotics company. Explore more details here.
After another applause-worthy year for the Magnificent Seven companies, I don’t think they’ve become too magnificent not to own. You don’t need to own all seven red-hot names (you’d have done incredibly well if you did,
The deal between the AI chip giant and the world's largest automaker dented shares of Tesla and a Tesla bull ETF on Tuesday.
Tesla, Inc.'s stock is extremely overvalued despite disappointing vehicle deliveries, making it a risky investment at current all-time highs. Explore more details here.
Artificial intelligence and the metaverse drove Meta Platforms Inc. ( META, Financials) growth in 2024. Although 500 million monthly active users made up threads, AI-powered tools raised advertisement income. By 19%, effective cost control enabled Meta to raise Q3 2024 income.
A new generative training model and a batch of new partnerships position Nvidia as one of the driving forces in autonomous driving tech.
As a result, Nvidia's revenue has exploded higher in recent years. For example, in the latest quarter, revenue came in at a record of more than $35 billion -- higher than a full year of revenue just two years ago. Importantly, the company is also highly profitable on sales, with a gross margin of more than 70% in recent quarters.