InvestTalk 2-22-2024 – What Does Nvidia's Performance Tell Us About AI and the Tech Sector?

InvestTalk 2-22-2024 – What Does Nvidia's Per...

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Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing

Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment impli ...  عرض المزيد

AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?

AI-themed ETFs are surging in number even as the sector faces a rough quarter, with companies like Anthropic rolling out cheaper models and AI capital expenditures dominating earnings calls — yet returns remain elusive for many investors. We ask the critical question every listen ...  عرض المزيد

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Memo to Nvidia bears: tech beast has a monopolistic profit margin
Power Players with Brian Sozzi

Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its coming earnings report? Remember with a track record of greatness like Nvidia com ...  عرض المزيد

What the Booming AI Industry Could Mean for the Bay Area
KQED's Forum

For most of its history, Santa Clara based company Nvidia has been known primarily as a designer of computer parts meant for video games. But in recent years, those parts have become a crucial part of artificial intelligence programs. Now, Nvidia dominates the market of graphics ...  عرض المزيد

Episode 1: Nvidia Analysis And the Future Of AI -- Is the Stock A Buy Now?
Chip Stock Investor Podcast

Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI. In this video, we will discuss Nvidia's role in the AI revolution, why we believe its dominance will continue, but why investors should be ca ...

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Nvidia’s GTC Conference Underway… And Fed Decision On Deck 3/18/25
CNBC's "Fast Money"

All eyes on Nvidia as the AI chip giant gets underway. What CEO Jensen Huang had to say about the next moves in its AI strategy, and if the stock can bounce back from its recent drop. Plus Another key Fed decision on deck, as investors await the central bank’s next rate move a ...

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