Most analysts on Nvidia’s earnings call focused their questions on the rollout of the AI chip leader’s next-generation Blackwell platform, as well as topics like the company’s margins and supply chain. But there are massive Donald… Article Source https://fortune.com/2024/11/20/nvidias-jensen-huang-comply-fully-trump-trade-chip-tech-stock/
At a meeting with Google’s Larry Page, Apple’s Tim Cook and other tech leaders in 2016, President-elect Donald J. Trump told the gathering, “I’m here to help you folks do well.” Instead, Mr. Trump’s treatment of the tech industry… Article Source https://www.nytimes.com/2024/11/07/technology/trump-apple-amazon-google-meta.html
Nvidia Stock Drops as Market Uncertainty and Tech Sector Pressure Increase Yahoo Finance UK Article Source https://uk.finance.yahoo.com/news/nvidia-stock-drops-market-uncertainty-191147185.html
In this article, we will take a look into Broadcom Inc’s (NASDAQ:AVGO) DCF analysis, a reliable and data-driven approach to estimating its intrinsic value. Instead of using future free cash flow as in the traditional DCF model, the GuruFocus DCF… Article Source https://finance.yahoo.com/news/navigating-market-uncertainty-intrinsic-value-120030549.html
Can Dell and Nutanix benefit from VMware uncertainty? SDxCentral Article Source https://www.sdxcentral.com/articles/analysis/can-dell-and-nutanix-benefit-from-vmware-uncertainty/2024/08/
The content discusses the challenges faced by Intel Corporation (NASDAQ: INTC) in 2024, particularly regarding its IDM 2.0 strategy and financial performance. The article highlights the decline in Intel’s stock price following the release of a new financial reporting model, which revealed concerning trends in the Intel Foundry segment. Despite some promising revenue growth in … Read more
Oracle Corp’s intrinsic value, calculated using the discounted earnings model, is $79.98 as of July 8, 2024, while the current trading price is $144.83, indicating that the company is slightly overvalued with a margin of safety of -81.08%. The GuruFocus DCF calculator uses EPS without NRI as a default for the model, based on historical … Read more
Oracle has opted to close its advertising division, leaving several hundred employees without jobs. The layoffs were carried out abruptly, without much notice to the affected workers. There were even reports of job offers being made during the Cannes Lions festival. The closure of Oracle’s advertising division leaves a void in the market, which companies … Read more
Nvidia shares continued to decline on Friday, dragging the S&P 500 down with them. WAABI CEO Raquel Urtasun discussed the company’s use of generative AI for autonomous driving, securing $200 million in funding from investors such as Uber, Nvidia, and Volvo. Yahoo Finance reporter Jared Blikre analyzed market trends, including rising oil prices. Jennifer Schonberger … Read more
HP Enterprise (HPE) saw a 20% increase in shares after expanding its partnership with Nvidia (NVDA), with stock prices fluctuating between $16.5 and $18.5. The company has been incorporating artificial intelligence into its products, positioning itself well for opportunities in AI networking and hybrid cloud. However, caution is advised as HPE experienced a drop in … Read more