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Nvidia presents an attractive valuation setup, trading at 17x forward earnings despite 65% annual revenue growth and $96.58B in free cash flow. Strong Q4 FY2026 beats, surging Data Center demand, Bla…
U.S. indexes rallied on Wednesday with chip stocks rebounding ahead of Nvidia's earnings. The S&P 500 and Dow gained ~1% each, driven by technology strength despite bond yield pressures and Middle Ea…
Alphabet's aggressive AI-driven capex nearly doubling in 2025 spooked investors, causing a premarket decline despite strong quarterly results, while peers in semiconductors rallied. Concerns remain o…