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BofA flags three August risks for Japanese equities: rising oil prices, a hawkish Fed, and unwinding of crowded yen/AI positions. Tech valuations face pressure, though stocks may recover by year-end.
The Tweedy, Browne Insider + Value ETF outperformed in 2025 with a unique insider buying and value strategy, despite not holding megacap tech stocks like Nvidia. Nvidia's high P/E and large buybacks …
NVIDIA hit a 52-week high as AI-driven Data Center demand lifted fiscal Q2 revenues 56% and margins remained strong. Robust cash flow, buybacks and upbeat Q3 guidance support momentum, but high forwa…
Nvidia hit a $4.5T valuation and a 52-week high, then slipped after Meta’s Rivos acquisition signaled hyperscalers building in-house chips. Despite short-term pressure, strong AI demand, solid growth…
ARM's chip architecture supports Apple's M-series and AI features, but ARM faces RISC-V competition in China, analyst earnings cuts, and a rich valuation that tempers near-term momentum.
Broadcom revealed a $10 billion AI chip order from a new customer, likely OpenAI, driving shares higher and signaling growing competition to pricier Nvidia chips while boosting Broadcom's AI revenue …
NVIDIA posted $46.74B in Q2 fiscal 2026 revenue (+56% YoY) driven by record data center sales, strong margins, robust cash flow and buybacks, while guidance remains strong despite elevated valuation.
Micron raised guidance and is rated a strong buy as AI-driven memory demand grows; Nvidia delivered record quarter but dipped after narrowly missing AI data-center revenue guidance, keeping the long-…