Nvidia’s Data-Center Boom Is Just Getting Started
Analyst: Wall Street Is Undervaluing Nvidia’s Data-Center Future On a volatile jobs day, Nvidia managed to claw back gains late Thursday, avoiding a sixth straight loss. Still, the stock remains 7% below its peak earlier this month. Beth Kindig, tech analyst and CEO of the I/O Fund, argues that Wall Street is misreading Nvidia’s prospects. […]
Banks Bet Big on Gold as Fed Turmoil Escalates
Banks Urge Investors to Diversify Into Commodities as Fed Turmoil Fuels Inflation Fears This week could prove pivotal for the Federal Reserve’s independence. On Thursday, Stephen Miran, former President Donald Trump’s nominee for Fed governor, faces his Senate confirmation hearing. By Friday, a judge may rule on whether Governor Lisa Cook can remain in her […]
Broadcom Aims for 60% AI Growth
Broadcom may struggle to top its already ambitious forecast of 60% AI revenue growth next year, but Melius Research analysts say any dip after earnings could be a buying opportunity — calling the company “in rarified air.” Recent results from Nvidia and Marvell showed just how high Wall Street’s expectations are for AI leaders, with […]
Gold vs. Markets: The Hedge You Can’t Ignore
Gold deserves up to a 9% slice of a portfolio — precisely because it doesn’t zig when stocks and bonds zag. As September kicks off, markets look shaky: gold is at record highs while bond yields in the U.S., U.K., and France climb amid political uncertainty. A recent note from hedge fund DE Shaw digs […]
Market Set for ‘Rational Exuberance’ Before Bubble Risk
Evercore’s Emanuel: The Tech-Fueled Bull Market Still Has Legs When investors compare today’s market rally to the late 1990s, it’s often a warning of bubbles and cautionary tales. But Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, sees it differently. In a Sunday note, Emanuel described a “technological revolution lifting stocks, multiples, and […]
Ed Yardeni: The Wealth Effect Is Supercharging Growth
The stock market’s wealth effect is set to fuel even stronger growth, says Ed Yardeni. The S&P 500 just logged its 20th record close of the year, while investors shrugged off Nvidia’s latest results, closing out a supportive earnings season. Another tailwind is policy expectations: futures now assign an 85% chance that the Federal Reserve […]
