Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry?
By Maham Fatima Publication Date: 2026-08-13 17:59:00 Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in…
Tag: Investors
Lumentum and Broadcom: Both Have Seen The Light in AI But How Should Investors Play Them?
By Alex Sirois Publication Date: 2026-08-13 12:54:00 Quick Read Broadcom (AVGO) posted $10.8 billion in AI semiconductor revenue while Lumentum…
Jensen Huang Just Signed 7 Japanese Industrial Giants Into Nvidia’s Physical AI Coalition. Here’s Why $1 Trillion in Confirmed Demand Should Matter to Investors.
By Micah Zimmerman, The Motley Fool Publication Date: 2026-08-13 08:41:00 When Jensen Huang flew to Tokyo last month and signed…
On Aug. 26, Nvidia CEO Jensen Huang Will Provide an Update on Nvidia’s $1 Trillion GPU Opportunity. But There’s a Smaller Part of the Business Investors Shouldn’t Overlook
By Bram Berkowitz, The Motley Fool Publication Date: 2026-08-12 12:50:00 Investors are gearing up for Nvidia‘s (NASDAQ: NVDA) fiscal 2027…
Investors question data center loan valuations after latest Nvidia financing move
By Tobias Burns Publication Date: 2026-08-12 19:06:00 The biggest names in finance gave their blessing to the AI computing buildout…
Jensen Huang’s latest pitch to investors: Nvidia’s AI compute is its own asset class
By Samuel O’Brient Publication Date: 2026-08-11 16:53:00 Nvidia’s Jensen Huang sees company’s AI compute as a burgeoning asset class for…
CPI, Cisco earnings, and more: What investors need to watch Wednesday
By Yahoo Finance Video Publication Date: 2026-08-11 23:05:00 Asking for a Trend Host, Josh Lipton previews what investors should watch…
Nvidia $500bn AI spending splurge unnerves investors
By James Titcomb Publication Date: 2026-08-11 08:52:00 Jensen Huang said Nvidia was ‘bringing independent, long-term institutional capital into the AI…
Cisco Q4 Earnings Preview: What Investors Should Expect
By Nauman Khan Publication Date: 2026-08-10 15:29:00 This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO) is heading into its…
Billionaire Mark Cuban Just Warned Nvidia’s AI Financing Could “Crumble” the Market. Should Investors Be Worried?
By Micah Zimmerman, The Motley Fool Publication Date: 2026-08-10 13:08:00 Billionaire Mark Cuban’s warning that Nvidia‘s (NASDAQ: NVDA) aggressive artificial…