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	Saved 2026-07-04 19:04 21d ago Published 2026-07-04 14:34 21d ago	FEPI's 25% Yield Masks a Painful Truth About Call-Writing Income NVDA Nvidia	FMP Stock News
Original source text This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. © William Potter / Shutterstock.com The REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI) is one of the most aggressive volatility-income products on the market, selling calls against a concentrated basket of AI and mega-cap tech names to fund weekly cash distributions. Recent payouts have run roughly $0.21 per week against a share price of about $42, which annualizes into the ~25% headline yield FEPI is marketed on. The question every holder should be asking is whether that check is real income or the fund quietly returning your own capital. How FEPI actually generates its yield FEPI holds the roughly 15 constituents of the Solactive FANG Innovation Index and writes short-dated call options against them. The latest NPORT filing shows the fund is net long the underlying stocks with a stack of short calls layered on top: $19.7 million in short call exposure, or about 3% of the $652 million net asset base. Premium collected from those calls is what funds the weekly distribution. FANG here is shorthand for the tech leaders driving the AI cycle, and the top positions reflect it: AMD at 8%, Micron at 8%, Alphabet at 7%, Broadcom at 7%, and NVIDIA at 7%. The underlying businesses are not the problem NVIDIA (NASDAQ:NVDA) just posted $81.6 billion in Q1 FY27 revenue, up 85% year over year, with $48.6 billion in quarterly free cash flow. Meta Platforms (NASDAQ:META) generated $56.3 billion in Q1 26 revenue at a 41% operating margin. Amazon (NASDAQ:AMZN) grew AWS 28% to $37.6 billion. These are cash-generative businesses with durable earnings, so credit risk in the equity sleeve is minimal. The sustainability risk lives entirely in the options mechanics. Why the payout math is fragile Two forces determine whether FEPI’s distribution is durable: implied volatility and the direction of the underlyings. The VIX is almost 17, below the trailing 12-month average of about 18 and in the 38th percentile of the past year. Lower volatility means thinner call premiums, which is why the 2026 weekly payouts of $0.20 to $0.22 represent a step down from the richer 2024 monthly distributions that ran $1.08 to $1.19 per share. Direction is the second problem. When NVIDIA, Meta, or Amazon rally sharply past written strikes, gains get capped and the fund either buys back calls at a loss or lets shares get called away. Prediction markets currently peg a 90% probability that NVDA touches $192 in July and 50% odds of a close above $210, meaning meaningful call-assignment risk is priced in. The total-return reality check Yield without price performance is an illusion. FEPI is up 3% year to date on a total-return-adjusted basis, while the Nasdaq-100 via QQQ is up 16%. Over the past year, FEPI has returned 18% against QQQ’s 29%. The distributions are being paid, but roughly half of the underlying tech rally has been surrendered to the call-writing overlay. Holding NVIDIA outright would have delivered 24% over one year with no cap. Error: Invalid chart data JSON What FEPI is actually good for FEPI’s distribution is safe in the sense that the fund is not on the verge of collapse. Its holdings are the strongest cash flow generators in the market, and the covered-call machine will continue producing premium as long as the underlyings remain volatile. What is at risk is the level of the payout and the NAV supporting it. The 2024 monthly distributions were roughly $13 per year in aggregate; 2025 totals came in lower, and the 2026 weekly run rate is tracking lower still. Investors who need income and can accept capped upside in exchange for a rich yield are the right audience. FEPI is a poor proxy for owning the AI trade outright, because a plain covered-call Nasdaq strategy has delivered better total returns with less NAV drag, and simply owning QQQ has run circles around both. Contact [email protected] for any questions or corrections.
	Saved 2026-07-04 16:41 21d ago Published 2026-07-04 03:44 22d ago	Rainbow Rare Earths on breakthroughs behind simplified extraction process - ICYMI NVDA Nvidia	FMP Stock News
Original source text Rainbow Rare Earths Ltd (LSE:RBW, OTC:RBWRF, FRA:RR1) says it has significantly simplified the process flow sheet for its phosphogypsum rare earths recovery project, a move expected to reduce costs and improve plant operability ahead of the definitive feasibility study. Chief executive George Bennett and technical director Dave Dodd joined Proactive to discuss the technical breakthroughs behind the redesign, the remaining DFS work and the project's potential production of high-purity NdPr and heavy rare earth products. Watch the full interview below and read the transcript underneath. Proactive: I'm joined by Rainbow Rare Earths Ltd (LSE:RBW, OTC:RBWRF) CEO George Bennett as well as technical director Dave Dodd. Gents, very good to speak with you. George, looking very smart today, are you going somewhere? George Bennett: Yes, I've been invited by the U.S. Embassy in Pretoria to celebrate the Fourth of July with them. Rainbow has a very close relationship with the U.S. government, hence my invitation by the embassy in Pretoria today. Proactive: David, turning to today's news, you've simplified the flow sheet quite dramatically. What's the biggest technical breakthrough that gave you the confidence to do that? Dave Dodd: The breakthrough came from understanding how to control the purity of the leach solution from phosphogypsum, particularly the fluorine present in the phosphogypsum stacks. Previously we had a weak acid leach and fluoride recovery circuit ahead of the rare earth leach, but we've established that we can control fluorine simply by adding silica, which complexes with the fluorine so it doesn't affect the rare earth leach. That has allowed us to eliminate a significant part of the process. We've also introduced continuous ion exchange (CIX) for the primary recovery of rare earths from the leach solution. This replaces a much more complicated process involving fluorine precipitation, acid baking and water leaching. Those two changes have greatly simplified our flow sheet. Proactive: George, from an investor's perspective, what does the simpler flow sheet actually mean? Lower costs, lower risk or a faster route to production? George Bennett: The first two are the key benefits. We believe these optimisations have reduced both capital expenditure and operating costs, helping to keep capital within the figures previously communicated to the market in our December 2024 update. Just as importantly, the plant is now much more operable from both an HSE and operational perspective. Rare earth processing plants are well known for their complexity, and there are very few operating in the Western world. We believe these optimisations have simplified our flow sheet, improving operability, reducing execution risk and helping ensure we achieve both the planned throughput and targeted rare earth recovery from the phosphogypsum. Proactive: Dave, the project is recovering rare earths from a waste product rather than mining fresh ore. What have been the biggest technical challenges in making that work at commercial scale? Dave Dodd: One of the keys has been developing a process that uses standard, proven industry technologies, even though we've combined them in a different way. That makes scaling the process relatively straightforward. The biggest technical challenges have been understanding acid behaviour during the leaching process and managing impurities, particularly calcium. Because we're processing gypsum, which is calcium sulphate, the system is always calcium saturated. Understanding and controlling calcium behaviour has been critical, and we believe we've now developed a strong understanding of those aspects. Proactive: George, with around three-quarters of the process now locked in, what's left to prove before investors can look forward to the completed DFS? George Bennett: There's nothing fundamentally left to prove because we're using standard downstream solvent extraction. The remaining work focuses on optimising the interface between the eluate from the Continuous Ion Exchange circuit and the solvent extraction circuit, ensuring impurity levels are exactly where they need to be. The solvent extraction circuit will produce separated NdPr at more than 99.5% purity, together with our heavy rare earth concentrate. That product contains approximately 60 tonnes per annum of dysprosium, 20 tonnes per annum of terbium and around 130 tonnes per annum of yttrium, all of which are highly sought-after heavy rare earths. Proactive: George, David, thanks for the update. We look forward to hearing more about your progress. George, enjoy the Fourth of July celebrations.
	Saved 2026-07-04 16:41 21d ago Published 2026-07-04 04:00 22d ago	Delivra Health Brands launches LivRelief Itch Cream - ICYMI NVDA Nvidia	FMP Stock News
Original source text Delivra Health Brands Inc. (TSX-V:DHB, OTCQB:DHBUF, FRA:3F0) CEO Gord Davey talked with Proactive about the company's launch of LivRelief Itch Cream, a new product designed to provide relief for people suffering from itching associated with psoriasis, eczema, bug bites and skin rashes. During the interview, Davey explained that LivRelief Itch Cream is based on a patented process and combines itch relief with moisturizing properties to help soothe irritated skin. The product is designed for individuals dealing with persistent itching and skin discomfort, offering support during what Davey described as the "irritable stage" of these common conditions. Davey highlighted that the cream incorporates Delivra Health Brands' patented delivery system, which is intended to penetrate the skin and help alleviate itching and discomfort caused by constant scratching. He noted that the addition of moisturizing agents is an important feature, helping to support skin health while providing relief. The discussion also covered the market opportunity for the product. Referencing data from the Canadian Dermatology Association, the interview noted that approximately 17% of Canadians experience some form of itching during their lives. Davey said the company conducts extensive market research before launching new products and develops solutions that respond to consumer demand. Proactive: Welcome back inside our Proactive newsroom. Joining me now is Gord Davey, CEO of Delivra Health Brands. Gord, it's great to see you again. How are you? Gord Davey: Hey, as always it's great to see you and excited to speak with you today. Especially because you're launching a brand new product. Congratulations. This is an itch relief cream, and there are so many people looking for solutions to persistent itching. Tell us about it. This is really exciting. This is a patented process that we have, and it's called LivRelief Itch Cream. Anyone with psoriasis, eczema, bug bites or rashes can benefit from this product. It helps people get through that irritable stage and also contains a moisturizing agent to help soothe the skin while alleviating itching. It's a wonderful product and we're happy to be launching it very shortly. I understand the product was developed with people who have sensitive skin in mind. Features like hypoallergenic formulations are important to consumers. They really are. When people are suffering from these ailments, it's important to find the right product. It needs to help with the itch while also moisturizing the affected area to help prevent the issue from returning. One of the great things about this product is that it uses Delivra's patented delivery system, which gets into the skin and helps alleviate itching and discomfort associated with constant scratching. Again, it's a wonderful product that we're just bringing to market. The Canadian Dermatology Association says about 17% of Canadians will experience some type of itching during their lives. That sounds like a significant market opportunity. That's one of the reasons we're making this product. Whenever we develop new items, we conduct market research behind these types of products. This is another patented process from Dr. Joe Gabriel, whose company we acquired. The products we're launching now are ones the marketplace has been asking for. Again, whether it's psoriasis, eczema or bug bites, this is a product designed to help people through those issues. Talk about the innovation side of the business and your commitment to developing products consumers need. That's exactly what we do. We are a health and wellness company dedicated to innovation. We focus heavily on market data and market research when developing products, and we will continue to launch new products going forward. This is one we've been working on for quite some time, and we're very pleased that it's finally ready to reach the market. It's the LivRelief Itch Cream. Gord, thanks for the update. Thank you very much. As always, it's a pleasure talking to you. Gord Davey, CEO of Delivra Health Brands. Quotes have been lightly edited for clarity and style
	Saved 2026-07-04 16:41 21d ago Published 2026-07-04 05:00 22d ago	Trillion Energy advances Türkiye oil development – ICYMI NVDA Nvidia	FMP Stock News
Original source text Trillion Energy International Inc. (CSE:TCF, OTCQB:TRLEF, FRA:Z620) earlier this week announced the completion of technical field scouting work on its M47 exploration licence in Türkiye, advancing preparations for future seismic acquisition and potential oil field development. Speaking with Proactive, President Scott Lower said the field programme represented an important step in determining the optimal placement of seismic survey lines, which will ultimately guide future drilling locations across the licence. Lower said the company envisaged substantial long-term development across the block, noting that the objective was to position the project for significant drilling activity over the coming years. He explained that careful seismic planning was essential because drilling represented the largest capital investment in the project and accurate well placement could materially improve the probability of targeting productive reservoirs. He said the geological complexity of the region, which includes anticlines, folds and thrust structures, made high-quality seismic interpretation particularly important. The latest field work builds upon historical gravity surveys and three earlier seismic programmes while refining areas where previous interpretations remained uncertain. Lower highlighted the northern portion of the licence as the company's immediate area of interest, stating that it already contains a proven oil discovery. He said 27 million barrels of recoverable oil have been discovered net to Trillion Energy and noted that development planning for the area contemplates more than 50 wells over the next one to two years. According to Lower, this northern development area is expected to provide the company's initial production as development progresses. Following completion of the geological model, Trillion Energy intends to identify drilling locations designed to maximise reservoir potential. He added that the planned wells are expected to produce between 500 and 1,000 barrels of oil per day, providing the foundation for future operating cash flow once development commences. Looking ahead, Lower said the next catalysts for investors include completion of geological modelling, selection of final drilling locations, advancement of the seismic programme and progression toward field development. He also identified first sustainable production as a key milestone as the company works to convert its discovered resource into commercial output.
	Saved 2026-07-04 16:41 21d ago Published 2026-07-04 06:00 22d ago	Custom Health CEO discusses US expansion after TSX debut - ICYMI NVDA Nvidia	FMP Stock News
Original source text Custom Health Holdings Inc (TSX:CHLT) CEO Shane Bishop talked with Proactive about the company's technology-enabled pharmacy model, its expansion strategy and the opportunities ahead following its recent TSX listing. Proactive: Welcome back inside our Proactive newsroom. Joining me today is Shane Bishop, CEO of Custom Health. Shane, great to see you. Shane Bishop: Thank you. I appreciate the invitation and look forward to the conversation. Custom Health has an interesting history. It was founded to solve challenges in long-term healthcare. Can you explain how the company began? I'm a pharmacist by profession, and early on we identified a systemic problem between pharmacy and nursing in long-term care around medication administration. We developed technology to improve the accuracy of that process. That original solution remains part of our business today, but it also became the foundation for expanding our model into patients' homes. The company has evolved significantly since then. How does Custom Health operate today? We've built infrastructure that connects pharmacies we own and operate with in-home medication dispensing technology. The device collects patient information up to four times a day, and that information flows into our platform where remote clinicians analyse it. We also integrate with electronic health records and electronic medical records, allowing us to send real-time recommendations to physicians. Our focus is delivering proactive patient care. What does the patient experience look like at home? One of our major focus areas is pain management in the United States. We've reduced opioid usage among patients by 27%. Prescriptions are filled through our pharmacies, packaged into specialised medication cartridges and delivered to the patient's home. The dispensing device releases medication at scheduled times, captures an image of the medication for chain-of-custody tracking and asks patients questions, such as their current pain level. About 91% of patients respond. Our clinicians use that information to determine whether medication adjustments may be appropriate and communicate recommendations to physicians to help reduce addiction risk while maintaining effective pain management. Custom Health recently completed an acquisition. How does that fit into the growth strategy? We're targeting pharmacy acquisitions in geographies where reimbursement already exists for our model. These are often pharmacies we already work with. Owning the pharmacies gives us greater control over quality and deployment while combining acquisition-driven growth with additional patient volume flowing into the business. We believe that creates an attractive and scalable model. Will growth primarily come from Canada or the United States? We expect approximately 80% of our growth to come from the United States because reimbursement for pharmacy-led services is more developed there. Canada also represents an opportunity, but the US will likely remain our primary focus. The company recently began trading on the TSX under the ticker CHLT. What does becoming a public company mean for Custom Health? Access to the public markets supports our growth strategy. It allows us to raise equity to expand organically by deploying more devices and building our clinical team, while also strengthening our balance sheet to support pharmacy acquisitions. Public markets also provide flexibility through cash-and-share acquisition structures. What should investors watch for over the coming year? Investors should watch for continued growth in key geographies, announcements involving larger healthcare providers and the expansion of our pharmacy footprint. Our strategy combines pharmacy acquisitions with software and technology service revenue, creating a differentiated model that we believe positions the company well for future growth. Shane, thank you for joining us today. Thank you. It was great speaking with you. Quotes have been lightly edited for style and clarity
	Saved 2026-07-04 14:17 21d ago Published 2026-07-04 10:12 21d ago	Every Time This Stock Dips, I Buy More NVDA Nvidia	FMP Stock News
Original source text © Andrey_Popov / Shutterstock.com My cost basis on NVIDIA (NASDAQ:NVDA \| NVDA Price Prediction) keeps climbing, and I keep adding anyway. The stock dropped 12.46% over the past month. I bought. It closed the most recent session at $194.83, down 1.39% on the day. I bought again. This is the position I cannot stop building, because the company running under the ticker is powering what its CEO calls “the largest infrastructure expansion in human history.” The pull is simple. NVIDIA sells the compute every serious AI project needs, and the buyers show up with sovereign-sized checkbooks. Meta committed to millions of Blackwell and Rubin GPUs. OpenAI signed for at least 10 gigawatts of NVIDIA systems. Anthropic started with 1 gigawatt of Grace Blackwell and Vera Rubin. CoreWeave is building 5+ gigawatts of AI factories by 2030. That customer list looks like a toll road under the AI economy. Here is why the buy button stays warm Growth is accelerating. Q1 FY2027 revenue hit $81.61B, up 85.2% year over year, beating the estimate by 3.16%. Non-GAAP EPS of $1.87 beat by 5.42%, the fourth consecutive beat. Data Center alone did $75.25B, up 92%. Networking inside that segment ran $14.8B, up 199%. Management guided Q2 to $91B. Margins and cash flow are the second reason. Non-GAAP gross margin sits at 75%, up from 60.8% a year ago. Operating income hit $53.54B, up 147.42%. Free cash flow in a single quarter was $48.55B, up 85.41%. Full fiscal 2026 delivered $96.58B in free cash flow on $215.94B of revenue. Shareholders’ equity of $195.47B stands against just $64B of total liabilities. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Third, management is returning cash to me. The board raised the quarterly dividend from $0.01 to $0.25, a 25x increase, and authorized another $80B in buybacks on top of $38.5B already remaining. Roughly $20B was returned to shareholders in Q1 alone. Supply commitments climbed to $119B, which reads to me as demand already booked. The Real Risk China. H20 shipments went to zero in the quarter versus $4.6B in the year-ago period, and Q2 guidance excludes any China Data Center compute revenue. Export restrictions are real, and TSMC concentration adds a single point of manufacturing dependency. I have sat with this. My conviction holds because the rest of the world is buying so aggressively that the company still guided to $91B for next quarter with a zero from China baked in. If restrictions ease, that is upside I am not paying for. Valuation is the fair pushback. Trailing P/E is 30, forward P/E is 23, PEG is 0.616. For a business compounding revenue at 85% with 75% gross margins and $48B of quarterly free cash flow, those numbers work for me. The consensus analyst target sits at $301.62. Polymarket traders cluster the July outcome at $192 with a 98% probability of closing above $140. I keep buying because the AI factory buildout is early, the customer commitments are contractual, the cash is real, and the board is sending it back. Every dip is the market handing me a discount on the same thesis I owned last quarter. The buy button stays live. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Contact [email protected] for any questions or corrections.
	Saved 2026-07-04 11:53 21d ago Published 2026-07-04 06:00 22d ago	Imugene reports second BTKi cohort response - ICYMI NVDA Nvidia	FMP Stock News
Original source text Imugene Ltd (ASX:IMU, OTC:IUGNF) earlier this week reported a second complete response in the concurrent Bruton Tyrosine Kinase inhibitor, or BTKi, cohort of its ongoing Phase 1b azer-cel trial, adding momentum to an early clinical signal in patients with limited remaining treatment options. The latest response was recorded in the first mantle cell lymphoma, or MCL, patient treated in the azer-cel Phase 1b study. The patient had previously received and failed BTKi therapy before achieving a complete response at the Day 28 assessment. MD and CEO Leslie Chong told Proactive the result was especially meaningful because MCL tended to be an aggressive disease. She said BTKi therapies could work very well for patients over extended periods, but that patients who progressed or stopped responding could face a steep decline. Chong said she had initially expected tumour shrinkage to become clear later, potentially at Day 60. Instead, she said clinicians confirmed a complete response at Day 28. Chong described the response as involving “no tumour markers” and “complete shrinkage of tumours”, calling it “incredible for this aggressive disease”. The milestone follows Imugene Ltd’s first complete response in the concurrent BTKi cohort, highlighting a second early response in a patient group that has relapsed on or is refractory to BTKi therapy. A potential catalyst for the company is further enrolment into the cohort, with Chong saying the result could encourage additional participation in the study. Another focus for investors is the potential for business development. Chong said BTKi therapies represented a major drug class and that azer-cel was designed to help address why those therapies stopped working in certain patients. She said the aim was to allow patients to continue using an existing therapy, with azer-cel helping make that treatment effective again. Chong said business development activity had increased “quite a lot” and that Imugene Ltd was in conversations with pharmaceutical companies, with some discussions more advanced than others. Looking ahead, Chong said Imugene Ltd was concurrently dosing and combining azer-cel with an existing approved drug, which could potentially support a shorter path toward a registration strategy. However, she said the immediate priority was to continue pharmaceutical company discussions, with collaboration and partnering described as the “organic next stage” of development. Interview highlights Imugene reported a second complete response in the concurrent BTKi cohort of its ongoing Phase 1b azer-cel trial. The latest response was recorded in the first mantle cell lymphoma, or MCL, patient treated in the azer-cel Phase 1b study. The patient had previously received and failed BTKi therapy before achieving a complete response at the Day 28 assessment. The result follows closely after Imugene reported its first complete response in the concurrent BTKi cohort. Leslie Chong said MCL can be an aggressive disease and that patients can decline steeply after progressing on BTKi therapy. Chong said azer-cel is designed to help address why BTKi therapy stops working and to help make the treatment effective again. Chong described azer-cel as a one-time dose. She said the second response could encourage further enrolment into the cohort. Chong said business development activity and conversations with pharmaceutical companies had increased, with some discussions more advanced than others. She said collaboration and partnering represented the organic next stage of development. Proactive: Welcome back to Proactive Investors. Ladies and gentlemen, I’m your host, Kerry Stevenson. Leslie Chong, MD and CEO of Imugene Ltd, ASX code IMU, is with us. Just a day after reporting the first complete response in the concurrent Bruton Tyrosine Kinase inhibitor, or BTKi, cohort of the ongoing Phase 1b azer-cel trial, Imugene Ltd has reported a second complete response. Leslie, welcome back. Lots of news is coming out of Imugene Ltd at the moment, and the market seems to be getting pretty excited as well. Let’s talk about it. Leslie Chong: I love the science, and I love talking about it. I think it is thrilling for these patients who have progressed off other lines of therapy, especially these Bruton Tyrosine Kinase inhibitors. These BTK inhibitors are a huge drug market. It is $12 billion a year. It is one of those drug classes that is a little short of a miracle for a lot of these blood cancer patients, especially in the diseases that we are studying. When patients fall off a BTKi, it is catastrophic. The reason I am over the moon thrilled about the mantle cell lymphoma result is that mantle cell lymphoma tends to be a really aggressive disease. When a BTKi works, it works incredibly well. Patients can respond for an extended amount of time, but when they progress or fall off those products, it is a steep decline. It is an aggressive disease. To be honest, I thought it would take at least Day 60 scans to show tumour shrinkage. I knew azer-cel would do the work, and I knew that it would open up and desensitise the BTKi to work again. At Day 28, for the oncologist, the hematology oncologist and the radiologist to confirm that this is a complete response, meaning no tumour markers and complete shrinkage of tumours, is incredible for this aggressive disease. Also, our follicular lymphoma patient also got a complete response at Day 28. Can you imagine these patients being able to go home and tell family and friends: “Look, I had cancer, and at Day 28 my doctor tells me I don’t have cancer. The drug that I was originally on is starting to work again.” azer-cel has done it again. We are improving patients’ lives, and that is exactly what we are here to do. Proactive: That is what I love about what you are doing, because you care so much about getting patients’ lives back into a full recovery. Leslie, this is patient number two with a full response. What is next? Why should people start to really sit up and take notice? Leslie Chong: Beyond patients, I think this is also going to encourage more enrolment into this particular cohort. Bruton Tyrosine Kinase inhibitors, the BTK inhibitors, are a huge drug class. Roughly, the top ten biggest pharmaceutical companies in the world own those drugs and help in those cells. azer-cel basically desensitises or fixes why the BTKi does not work anymore in these patients. azer-cel is a one-time dose. It is one time and done, and it fixes the issue on a genetic level. It makes the BTK inhibitors work again. For these pharmaceutical companies that own them, I am very happy that patients and the pharmaceutical companies can keep the BTK inhibitors, the drugs that patients are used to taking, and continue on them, with azer-cel providing another way of making existing drugs work. This is great for patients and great for pharmaceutical companies. I dare say the activity has increased quite a lot. The business development activity and our conversations with pharmaceutical companies have increased, and some are in more advanced stages than others. I am happy that we can make an existing product work even better, perhaps even the second time around. azer-cel is in a place where it can help so many patients continue to have the quality of life that they have been enjoying with previous lines of therapy. Proactive: Is anyone else out there doing something similar, or is this absolutely an Imugene Ltd product that nobody else can emulate? Leslie Chong: That is a perfect question. There were some studies that were run, but not to get it approved. We took that scientific hypothesis and actually placed it in a clinical trial with a very active azer-cel and a very active BTKi. We are combining two incredibly active drugs. This is an innovative approach to how we can make two products work in one. Proactive: Final question for you, Leslie. This is the second patient with a full response. How long will it take before this becomes available for patients around the world who want to use azer-cel along with this drug? Leslie Chong: We are concurrently dosing and combining the two drugs together with an existing, already approved drug. It could be less time for a registration strategy. But for right now, Kerry, I think the most important thing for me is to continue that conversation with pharmaceutical companies so that we can do a collaboration and partnering, because I think that is the organic next stage of our development. Proactive: Leslie, you are going along in leaps and bounds. Congratulations. I know how excited you are, but I also know how busy you are at the moment, so I really appreciate your time here on Proactive today. Keep up the fantastic work. Ladies and gentlemen, this is groundbreaking work and it is changing people’s lives. Thanks so much, Leslie. Leslie Chong: Thank you so much.
	Saved 2026-07-04 09:29 21d ago Published 2026-07-03 20:44 22d ago	Forget College? The AI Boom Is Creating a New Generation of Six-Figure Trade Jobs NVDA Nvidia	FMP Stock News
Original source text This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. On Fox Business’s The Bottom Line this week, Mike Rowe told viewers: “You cannot reinvigorate the trades without reimagining the way we train the next generation of workers. These jobs by and large exist out of sight and out of mind, so people are surprised to learn they exist and shocked to learn they represent AI-proof six-figure opportunity.” Blue-collar advocate Ken Rusk piled on, citing NVIDIA (NASDAQ:NVDA \| NVDA Price Prediction) CEO Jensen Huang’s observation that AI data centers “are made of concrete and steel and wire and piping” and will “need welders and plumbers and carpenters.” For young adults deciding between college and the skilled trades, one path often begins with more than $30,000 in student debt, while the other offers a paycheck from day one and the potential to earn six figures without a bachelor’s degree. As Rowe and Rusk argue, making the right decision today could shape earnings and wealth for decades. The Labor Shortage Is Giving Skilled Workers The Upper Hand Job openings sit at 7.59 million as of May 2026, the 12-month high and the 90.9th percentile historically. Unemployment is 4.2%, and initial jobless claims are running near 215,000, well inside the healthy band. A projected 2.1 million skilled-trade worker shortage means the shortage is structural, not cyclical. The BLS pegs median usual weekly earnings for full-time workers at $1,235 in Q1 2026. Multiply that by 52 weeks, and the median full-time American earns roughly $64,000 a year. Average hourly earnings across the private sector are $37.64 as of June 2026, up from $36.36 a year ago. A journeyman electrician or welder billing $50-$60 an hour on a data-center build, plus overtime, clears six figures without a bachelor’s degree. Ohio’s data-center projects alone require 240,000 skilled workers across construction, implementation, and maintenance. That is the demand side of a wage negotiation the worker is winning. How The Skilled Trades Stack Up Against A Four-Year Degree Take two 18-year-olds. Student A borrows $30,000 for a bachelor’s degree and starts a $55,000 salaried job at 22. Student B enters a trade apprenticeship at 18, earning $45,000 while training, hits $85,000 by year four, and clears $110,000 by year seven. By age 25, Student B has zero debt, seven years of earnings in the bank, and sits inside a labor market with 2.1 million unfilled skilled positions. Student A is servicing loans while real hourly earnings slipped from $11.32 in May 2025 to $11.23 in May 2026. Rusk’s framing on the segment lands: “If they are a young person, I would be running to my technical college… make six figures or better. You are not going to have college debt. These jobs will be around for a very long time.” The Highest-Paying Trade Jobs Are Following AI Investment Not every trade pays six figures. A general handyman in a low-cost rural market may top out at $45,000. A certified industrial electrician, welder, HVAC technician, or plant maintenance mechanic servicing AI data centers, semiconductor fabs, or the $800 billion infrastructure investment boom can push well past $120,000 with overtime. 95% of manufacturers have invested or plan to invest in AI by 2030, Meta (NASDAQ:META) is investing $115 million in skilled trades programs, and Google (NASDAQ:GOOGL) is spending $50 billion to train 300,000 workers. Anderson Brands cofounders Allie and Cory Anderson noted that AI is amplifying front-line workers rather than replacing them, and small manufacturers using AI have cut quoting time from multiple days to minutes. Midwest Technical Institute CEO Brian Huff called Gen Z “the toolbelt generation” and said, “This is the first generation that really believes their career path could be eliminated.” Trade school enrollment is up 20% nationally, with one institute reporting 35% enrollment growth since 2020. Host Dagen McDowell noted that only one-third of voters now recommend college, down from two-thirds 20 years ago. The Bottom Line Rowe and Rusk argue that AI will increase the value of skilled trades workers. Every new data center, factory, and infrastructure project still needs electricians, welders, plumbers, HVAC technicians, and mechanics to build and maintain it. As demand continues to outpace supply, the skilled trades may offer one of the clearest paths to a six-figure career without taking on years of student debt. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 23:55 22d ago Published 2026-07-03 17:23 22d ago	Apple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month? NVDA Nvidia	FMP Stock News
Original source text Nvidia (NVDA 1.39%) currently holds the title of the world's most valuable company, and Apple (AAPL +4.88%) is close again. As of this writing, Nvidia carries a market capitalization of about $4.7 trillion, some $190 billion -- or about 4% -- ahead of Apple at about $4.5 trillion. Apple closed much of the gap on Thursday, jumping nearly 5% on reports of an expanded iPhone lineup, while Nvidia slipped alongside a broader sell-off in chip stocks. So, could Apple retake the crown this month? Here's how the two sides stack up. Image source: Apple. Nvidia: faster growth, cheaper stock As far as its business momentum goes, Nvidia is in a class of its own. In its fiscal first quarter of 2027 (the period ended April 26, 2026), revenue rose 85% year over year to $81.6 billion, with data center revenue setting a record at $75.2 billion. The chipmaker trades at about 30 times earnings. The catch for the crown race is timing. Nvidia doesn't report again until late August, so it has no company catalyst this month -- its share price is at the mercy of artificial intelligence (AI) sentiment, which has turned jumpy on worries about how much the AI build-out will cost. That souring mood is exactly what let Apple close the gap. Today's Change ( -1.39 %) $ -2.75 Current Price $ 194.84 It's worth stressing that the chip-stock sell-off is about sentiment, not Nvidia's results. Demand still looks ferocious; data center revenue nearly doubled from a year earlier, and gross margin held around 75%. The worry weighing on the group is whether the big cloud companies can keep funding an AI build-out this expensive, not whether Nvidia is selling fewer chips. Apple: a catalyst is on the calendar Apple's edge is a less cyclical business with a durable growth opportunity, as the company is seen as a bigger AI beneficiary deeper into the AI boom's maturity, when on-device AI features become more important. Then there's the potential catalyst of a rumored foldable iPhone that may be debuted this fall. The tech giant notably reports its fiscal third-quarter results on July 30, with guidance for 14% to 17% revenue growth, and it enters that print with momentum: fiscal second-quarter revenue grew 17% to $111.2 billion, led by a 22% jump in iPhone sales. Pair a strong report with the buzz around a rumored release of five new iPhones, and Apple has a concrete near-term reason for the gap to keep narrowing. The risk is what you pay for that growth. Apple trades at about 37 times earnings -- richer than Nvidia's 30 -- despite growing 17% against Nvidia's 85%. In other words, the company closing in on the crown is the more expensive and slower-growing of the two. This premium valuation, however, isn't hard to understand. Apple's earnings are steadier than Nvidia's. Its services arm throws off high-margin, recurring revenue -- and it carries far less cyclicality than a chipmaker sitting at what some investors may fear is near the top of a spending boom. Today's Change ( 4.88 %) $ 14.36 Current Price $ 308.74 Which is the better bet? I believe Apple has the better shot of being the bigger of the two companies later on this year. It has a catalyst on the horizon -- an upcoming iPhone launch that could include a new foldable phone) -- and a durable business that investors seem to expect to steadily compound for years. Indeed, while there's no way to predict the future, a strong July 30 earnings report set against continued chip-sector weakness could flip the ranking within weeks. Of course, an earnings report could work against Apple stock, too, if it includes some bad news. But Nvidia stock is hard to pass up. The company's soaring top and bottom lines are nothing short of astounding. In addition, it is the cheaper of the two stocks and is growing nearly five times as fast. Still, in the longer term, I think Apple has an even greater chance of being the bigger company than it does in the short term. And this boils down to its comparatively lower cyclicality, its loyal customer base, and its optionality to expand into new areas over time, given its global reach among consumers.
	Saved 2026-07-03 21:31 22d ago Published 2026-07-03 14:18 22d ago	Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner NVDA Nvidia	FMP Stock News
Original source text Nvidia (NVDA 1.39%), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large language models (LLMs), and Nvidia locks in those clients with its proprietary software. Nvidia still has a bright future, but it's already the world's largest company with a market cap of $4.7 trillion. So if you're looking for bigger gains, it might be smarter to seek out smaller, faster-growing AI companies that are still much smaller than Nvidia. Image source: Getty Images. One of those stocks is IREN (IREN 10.41%), which has rallied nearly 150% over the past 12 months and is worth about $14 billion. Let's see why this Australian AI infrastructure stock might outperform Nvidia and the other AI market leaders over the next 12 months. What does IREN do? IREN was originally a Bitcoin (BTC +1.83%) miner called Iris Energy, which only used renewable energy in its mining operations. But in 2024, it rebranded itself as IREN and expanded into the AI infrastructure market by buying Nvidia's H100 and H200 GPUs. In 2025, IREN allocated all of its capital, logistics, and power infrastructure toward expanding its AI and high-performance computing (HPC) data centers rather than its Bitcoin mining operations. Last November, it secured a 5-year, $9.7 billion AI cloud contract with Microsoft (MSFT +1.69%). This May, it signed a $3.4 billion contract for AI cloud services with Nvidia. Those two mega-deals turned IREN into one of the market's hottest "neocloud" stocks, attracting massive interest from retail and institutional investors alike, including Leopold Aschenbrenner's AI-oriented Situational Awareness hedge fund. IREN continues to mine Bitcoin, but most of its growth now comes from its booming AI business. Today's Change ( -10.41 %) $ -4.51 Current Price $ 38.81 What's next for IREN? From fiscal 2025 (which ended last June) to fiscal 2028, analysts expect IREN's massive deals with Microsoft and Nvidia to boost its revenue from $510 million to $6.44 billion. They also expect its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to soar from $270 million in 2025 to $4.89 billion in 2028, with profitability by the final year. With an enterprise value of $15.7 billion, IREN still looks like a bargain at seven and ten times next year's sales and adjusted EBITDA, respectively. Like other neocloud companies, IREN's valuations are being compressed by the near-term concerns regarding its spending. But over the long term, it could deliver multibagger gains as its AI infrastructure business expands. Its Bitcoin holdings could also become more valuable if the cryptocurrency market finally stabilizes. Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bitcoin, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
	Saved 2026-07-03 19:08 22d ago Published 2026-07-03 08:07 22d ago	Nvidia CEO Jensen Huang’s leather jacket heads to auction at Sotheby’s NVDA Nvidia	FMP Stock News
Original source text Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang’s signature black leather jacket is heading to auction at Sotheby’s, offering collectors a chance to bid on a piece closely associated with his public image during the company’s rise in the artificial intelligence sector. Sotheby’s will begin accepting bids on July 7 for the Tom Ford jacket, which is signed by Huang and was worn by him at a tech conference in Taipei, according to the auction house. The item is estimated to sell for between $40,000 and $60,000, a range roughly comparable to the reported price of Nvidia’s sought-after Blackwell AI chip. The jacket will be on display at Sotheby’s New York through July 16, with the auction set to close on July 17. Huang’s consistent use of the black leather jacket has become a recognizable part of his public persona, drawing comparisons to other tech leaders known for signature attire. As Nvidia has expanded its dominance in the AI industry, the jacket has taken on symbolic weight within the broader tech culture.
	Saved 2026-07-03 16:44 22d ago Published 2026-07-03 11:30 22d ago	Nvidia: Won't Be This Insanely Cheap For Too Long NVDA Nvidia	FMP Stock News
Original source text Nvidia remains deeply entrenched in the AI ecosystem, with its moat sustained by hardware-software co-design and aggressive ecosystem seeding. Despite intensifying competition and custom chip programs by hyperscalers, NVDA's market share in AI inferencing has strengthened, defying bearish media narratives. NVDA trades at just under 20x forward earnings, only slightly above the semiconductor sector average, reflecting steep market skepticism about its growth durability.
	Saved 2026-07-03 16:44 22d ago Published 2026-07-03 12:05 22d ago	Here's What a $25,000 Investment in Nvidia Could Be Worth if History Repeats Itself NVDA Nvidia	FMP Stock News
Original source text The artificial intelligence chip giant Nvidia (NVDA 1.39%) has struggled recently and is now down nearly 13% over the past month (as of July 1). After years of an incredible AI rally, doubts are now creeping into investors' minds. There are questions about whether the large tech companies can continue to invest hundreds of billions annually in AI infrastructure, which is driving much of the cycle, and whether constraints such as energy and power will eventually have a real impact. For Nvidia specifically, competition in the chip space seems to be intensifying. That said, Nvidia hasn't done anything to suggest its business is at risk of slowing, so if the concerns don't materialize, the stock could have upside. Here's what a $25,000 investment in Nvidia could be worth if history repeats itself. Image source: Nvidia. Nvidia's valuation looks compelling While many high-flying AI companies trade at monster valuations, that's not really something you can say about Nvidia. NVDA PE Ratio (Forward) data by YCharts On the surface, Nvidia trading at roughly 22 times forward earnings looks quite reasonable. In the first quarter of Nvidia's fiscal year 2027, ending April 26, the company grew revenue 85% year over year, while diluted earnings per share soared by 140%. In March, CEO Jensen Huang said he expects the company's Blackwell and Vera Rubin chips to generate $1 trillion in sales between that time and the end of 2027. Furthermore, in its first fiscal quarter of 2027, Nvidia announced plans to become much more involved in the central processing unit (CPU) space, which has been in high demand due to the rise of agentic AI. Management said they think they can generate nearly $20 billion of CPU sales, making it an instant industry leader. Threats to the thesis Obviously, there are real concerns about Nvidia from an industry perspective and a company-specific perspective. From an industry perspective, if AI experiences a significant pullback or turns out not to be as consequential as promised, that would significantly impact Nvidia, which is at the center of the AI trade. A pullback could occur if hyperscalers slow capital expenditures or if there are constraints in the AI supply chain, whether in memory, power, or even freshwater. Now, those could also be temporary, so if one or more of these concerns come to fruition, that doesn't mean it's a complete deal-breaker, particularly for long-term investors. It's also possible that AI is not capable of doing some of the things it's promised, which could, in fact, be a thesis-breaker. It's hard to know the likelihood of this event and even more difficult to time it, if you do think this is a real threat. Today's Change ( -1.39 %) $ -2.75 Current Price $ 194.84 For Nvidia specifically, the challenge to its model could come from a few different areas. There are competitors like Cerebras and Space Exploration Technologies Corp, which have promised to make more powerful GPUs than Nvidia, and Cerebras already has chips it claims are 15 times faster than some of Nvidia's models. An even bigger threat would be if a competitor could challenge the operating system Nvidia has built for developers using its graphics processing units (GPUs) to train AI models, called Compute Unified Device Architecture (CUDA). Nvidia launched CUDA in 2006 and has built a whole ecosystem around it, so this is easier said than done, but it nonetheless represents a substantial part of Nvidia's moat and therefore would be devastating to the company if CUDA loses its grip on the market. As you can see in the chart above, Nvidia has had an average forward price-to-earnings ratio of nearly 34 for the past two years. Wall Street consensus estimates suggest the company will earn adjusted earnings per share of $8.97 in its current fiscal year. Applying a 34 forward P/E, the stock would be worth roughly $305 per share, implying about 54% upside from current levels. This means a $25,000 investment in Nvidia would be worth over $38,400 if history repeats itself. Now, investors should understand that there's no guarantee this plays out. Nvidia, at its current market cap, is up against the law of large numbers. As companies get more mature, they typically face lower multiples. Competition could also be a real concern. However, Nvidia has traded at a 34 forward P/E before, so it could do so again should the company prove investors wrong about their concerns.
	Saved 2026-07-03 16:44 22d ago Published 2026-07-03 12:10 22d ago	Nvidia CEO Jensen Huang's leather jacket heads to auction at Sotheby's NVDA Nvidia	FMP Stock News
Original source text Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang’s signature black leather jacket is heading to auction at Sotheby’s, offering collectors a chance to bid on a piece closely associated with his public image during the company’s rise in the artificial intelligence sector. Sotheby’s will begin accepting bids on July 7 for the Tom Ford jacket, which is signed by Huang and was worn by him at a tech conference in Taipei, according to the auction house. The item is estimated to sell for between $40,000 and $60,000, a range roughly comparable to the reported price of Nvidia’s sought-after Blackwell AI chip. The jacket will be on display at Sotheby’s New York through July 16, with the auction set to close on July 17. Huang’s consistent use of the black leather jacket has become a recognizable part of his public persona, drawing comparisons to other tech leaders known for signature attire. As Nvidia has expanded its dominance in the AI industry, the jacket has taken on symbolic weight within the broader tech culture.
	Saved 2026-07-03 16:44 22d ago Published 2026-07-03 12:15 22d ago	Meet the Major Artificial Intelligence (AI) CPU Player That Just Joined Nvidia, Tesla, and Palantir as One of the Most Popular Stocks on Robinhood NVDA Nvidia	FMP Stock News
Original source text The online investing platform Robinhood Markets (HOOD +3.78%) is one of the go-to places for retail investors to buy stocks, as well as for other banking activities the platform now offers. Robinhood is also a good platform for gauging retail sentiment, which is important given retail's increased presence in the broader market. Each month, Robinhood lists the 10 most widely held stocks on its platform. While the list is full of the usual top stocks (Nvidia, Tesla, and Palantir Technologies, for example), new entrants find their way in every now and again. One major artificial intelligence (AI) central processing unit (CPU) company just joined this exclusive group. Image source: Getty Images. How agentic AI is forging new AI stars In just a few years, AI has evolved significantly. Nvidia rose to prominence for its dominance in the graphics processing unit (GPU) space. These are general-purpose chips used for training large language models (LLMs). While the GPU market is still alive and well, another AI segment is getting more attention: agentic AI. Agentic AI refers to AI systems, or agents, that carry out tasks autonomously or with very limited human interaction. This includes various workflows and digital tasks. While GPUs still play a significant role in agentic AI, companies have figured out that CPUs are also incredibly important for the nuts and bolts of certain tasks. These include orchestration, memory management, and many of the steps that actually carry out a task, whether it's pulling data or interacting with the tools that make a task possible. Interestingly, CPUs were considered old news at the beginning of the AI rally because they were at the foundation of computers and cellphones, among other devices and systems now considered legacy technology to some extent. However, agentic AI has led to a rebirth for CPUs, and massive demand has followed. One company that has benefited is Advanced Micro Devices (AMD 4.60%), which is now the ninth-most widely held stock on Robinhood. AMD also designs custom GPUs, so it has always been part of the AI trade, but demand for CPUs has bolstered the bull case for the stock, which is up roughly 154% this year (as of June 30). Today's Change ( -4.60 %) $ -24.88 Current Price $ 516.00 The company is fabless, meaning it designs GPUs and CPUs and then outsources manufacturing. AMD began to see this CPU demand reflected in its 2026 first-quarter results. Revenue in its data center division, which includes GPU and CPU sales, surged 57% year over year to nearly $5.7 billion. AMD CEO Lisa Su said on the company's first-quarter earnings call: [O]ver the last few months, as we've talked to our customers and we've seen how AI adoption is really unfolding, you know, we're seeing significantly more CPU demand from really every major cloud provider as well as enterprise customers ... [t]he way that comes across is as AI adoption scales, you need more inferencing. As inferencing scales, you know, you have more agents and agentic AI, they all require CPUs for you know, all of the orchestration and the data processing and these other tasks. Does AMD still have upside after such a big run? After such a big run this year and the past five years (479%), investors may be wondering if the bull case has been priced in. The average price target from all 35 Wall Street analysts who have issued research reports in the past three months suggests the stock is fairly valued, according to TipRanks. Some analysts still see upside. Recently, Cantor Fitzgerald analyst C.J. Muse raised his price target by $200 to $700 per share, suggesting another 34% upside from current levels. Muse sees AMD benefiting from the continued supply chain crunch, which he expects to expand total industry revenue to roughly $3 trillion by 2029. As a leader in the CPU space, this should benefit AMD. While Muse could certainly be right, this also means AMD's upside depends on AI demand, which looks quite strong right now. However, there are also real questions about how long this cycle can last and whether there will be real roadblocks or corrections along the way. Given this reason and the fact that AMD now trades at 70 times forward earnings, I am more prone to be cautious here. AMD is a company that will certainly benefit from the rise of agentic AI, but the market looks a bit frothy, especially in AI. For these reasons, I would not advise taking a large position right now, and would recommend dollar-cost averaging if you do choose to buy the stock.
	Saved 2026-07-03 14:21 22d ago Published 2026-07-03 08:25 22d ago	Why Nvidia Must Be More Like Apple to Remain World's Most Valuable Company NVDA Nvidia	FMP Stock News
Original source text Nvidia is losing ground to Apple in the competition to be the world's largest company by market value.
	Saved 2026-07-03 14:21 22d ago Published 2026-07-03 08:51 22d ago	Wall Street Is Split on Meta's Secret Cloud Move, and One Side Is Very Wrong NVDA Nvidia	FMP Stock News
Original source text © Drew Angerer / Getty Images News via Getty Images Meta Platforms (NASDAQ:META \| META Price Prediction) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least one has to be wrong. Neoclouds are specialized AI compute renters, with CoreWeave the poster child. Inference means running trained AI models to serve users, distinct from training runs that made GPUs famous. The bear case for neoclouds The host walked through a thesis from investor “Amit Is Investing.” If Meta is selling idle compute, then compute is not constrained, which would hurt neoclouds like CoreWeave and Iron and could push Meta to cut CapEx and drag down semis broadly. CoreWeave built its story around scarcity. The company reported Q1 revenue growth of 111.6% year over year, with a revenue backlog near $99 billion that includes a $21 billion Meta commitment signed in March. Net loss widened to $740 million, and interest expense keeps climbing. If hyperscalers dump spare capacity into the same market, pricing for CoreWeave and peers gets ugly fast. The stock is already down 32% over the past month. The second-order bear case matters more. If Zuckerberg trims Meta’s $125 to $145 billion 2026 CapEx guide, that ripples through NVIDIA (NASDAQ:NVDA) and the semis complex. NVIDIA shares are already off 13.5% over the past month. The bull case for a CapEx arms race Flip the lens. If Meta decides cloud is a better business than ads, it would have to spend like Google, Microsoft (NASDAQ:MSFT), and Amazon (NASDAQ:AMZN) to compete. Alphabet (NASDAQ:GOOGL) just reported Q1 cloud revenue of $20.03 billion growing 63% YoY, with backlog above $460 billion on FY2026 CapEx guidance around $175 to $185 billion. Meta trades at a forward PE of about 18, with 20%+ revenue growth and 40%+ operating margins. Ads is a great business. Cloud at Google’s growth rate is an obviously better one. A Meta cloud pivot means the arms race adds one more well-funded participant, bullish for NVIDIA, whose CEO Jensen Huang framed the AI factory buildout as “the largest infrastructure expansion in human history.” Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today. Jordi Hays argued Meta has a distribution advantage most people ignore. Existing relationships with mobile gaming studios and D2C e-commerce companies could give Meta a warm channel for selling inference. A guest was skeptical, saying “I don’t know that I buy that, that the fact that they have every single mobile gaming company and D2C e-commerce business on actually flows over to, well, now get your tokens from us.” Is compute really in surplus? Commenter Jay Yoon offered the third framing, the most uncomfortable one for the bear side. “We are still massively short compute. Meta and xAI are selling compute because there’s no inference demand for their models. It’s a compute allocation problem. Too much compute in the hands of players with no internal use for it.” Under Yoon’s read, the aggregate market is still undersupplied. Specific players who overbuilt for their own model demand are stuck with expensive silicon and no internal customer. That reframes the question as a distribution problem. CoreWeave’s role as neutral middleware between models and silicon becomes more valuable, which is how CEO Michael Intrator has been pitching the company. He said CoreWeave “sits between the models and the silicon.” The takeaway The panel drew the obvious parallel to Reality Labs, which posted another $4.03 billion operating loss in Q1. Meta has an expensive-side-quest track record, so Jordi Hays suggested Meta will need to formally address the rumors quickly to control the narrative before speculation prices the stock for it. For a regular investor, hold all three framings at once. If Meta confirms a serious cloud effort, watch its CapEx guidance, because a raise signals arms race and a cut signals retreat. Watch CoreWeave’s Q2 pricing commentary, because that is where oversupply shows up first. And check Alphabet’s cloud backlog trajectory for what real hyperscale traction looks like at scale. Sentiment on Meta already sits at a composite score of 63.25, bullish with medium confidence. The crowd is leaning. The debate is not settled. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:21 22d ago Published 2026-07-03 09:59 22d ago	Can Nvidia regain its momentum in the second half of 2026? NVDA Nvidia	FMP Stock News
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Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Epsilon Cookie duration: 400 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy Consent Yahoo EMEA Limited Cookie duration: 750 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent ADventori SAS Cookie duration: 90 (days). Data collected and processed: IP addresses, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Triple Lift, Inc. Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Xandr, Inc. Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Nexxen Group LLC Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest NEURAL.ONE Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent ADITION (Virtual Minds GmbH) Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Active Agent (Virtual Minds GmbH) Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Equativ Cookie duration: 366 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Adform A/S Cookie duration: 3650 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Magnite, Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest RATEGAIN ADARA INC Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Sift Media, Inc Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data, Precise location data more View details \| Privacy policy Consent Lumen Research Limited Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data, Privacy choices more Uses other forms of storage. View details \| Privacy policy Consent OpenX Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest Yieldlab (Virtual Minds GmbH) Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Simplifi Holdings LLC Cookie duration: 366 (days). Data collected and processed: IP addresses, Device identifiers, Precise location data more Uses other forms of storage. View details \| Privacy policy Consent PubMatic, Inc Cookie duration: 1827 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Comscore B.V. Cookie duration: 720 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy Consent Flashtalking Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Privacy policy Consent Sharethrough, Inc Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent PulsePoint, Inc. Cookie duration: 1830 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy Consent Smaato, Inc. Cookie duration: 21 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Crimtan Holdings Limited Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Privacy policy ConsentLegitimate interest Criteo SA Cookie duration: 390 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy Consent SCOPE3 SAS Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest LiveRamp Cookie duration: 3653 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent WPP Media Cookie duration: 395 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Lamark Media Group, LLC Cookie duration: 1825 (days). Data collected and processed: IP addresses, Device identifiers, Non-precise location data more Cookie duration resets each session. View details \| Privacy policy ConsentLegitimate interest LoopMe Limited Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Dynata LLC Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Ask Locala Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Azira Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest DoubleVerify Inc. Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more View details \| Privacy policy Legitimate interest BIDSWITCH GmbH Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent IPONWEB GmbH Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent NextRoll, Inc. Cookie duration: 395 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Media.net Advertising FZ-LLC Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest LiveIntent Inc. Cookie duration: 731 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Basis Global Technologies, Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Privacy policy ConsentLegitimate interest Seedtag Advertising S.L Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent SMADEX, S.L.U. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Bombora Inc. Cookie duration: 3650 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Outbrain UK Limited Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Yieldmo, Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest A Million Ads Consent Remerge GmbH Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest Affle Iberia SL Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Delta Projects AB Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more View details \| Storage details \| Privacy policy ConsentLegitimate interest AcuityAds Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Rockerbox, Inc Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest StackAdapt Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest OneTag Limited Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Smartology Limited ConsentLegitimate interest Improve Digital Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Adobe Advertising Cloud Cookie duration: 730 (days). Data collected and processed: IP addresses, Device identifiers, Authentication-derived identifiers, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Bannerflow AB Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Non-precise location data, Privacy choices more Cookie duration resets each session. View details \| Privacy policy Consent TabMo SAS Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Integral Ad Science (incorporating ADmantX) Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data, Privacy choices more View details \| Privacy policy Legitimate interest Wizaly Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Weborama Cookie duration: 393 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Readpeak Oy Cookie duration: 390 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Jivox Corporation Cookie duration: 365 (days). Data collected and processed: IP addresses, Device identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Sojern, Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Polar Mobile Group Inc. Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Privacy choices more View details \| Privacy policy Legitimate interest On Device Research Limited Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Exactag GmbH Cookie duration: 180 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Privacy choices more Cookie duration resets each session. View details \| Privacy policy Consent Celtra Inc. Consent ADTIMING TECHNOLOGY PTE. LTD Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Gemius SA Cookie duration: 1825 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent InMobi Technology Services Pte. Ltd. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent The Kantar Group Limited Cookie duration: 914 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy Consent Samba TV UK Limited Cookie duration: 1825 (days). Data collected and processed: IP addresses, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more View details \| Storage details \| Privacy policy Consent Nielsen Media Research Ltd. Cookie duration: 120 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, User-provided data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent RevX Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Users’ profiles, Privacy choices more View details \| Privacy policy Consent Pixalate, Inc. Consent Triapodi Ltd. d/b/a Digital Turbine Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Privacy choices more View details \| Privacy policy Consent AudienceProject A/S Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Eulerian Technologies Cookie duration: 390 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy Consent Seenthis AB travel audience GmbH Cookie duration: 397 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent HUMAN Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Non-precise location data more View details \| Privacy policy Legitimate interest Streamwise srl Cookie duration: 366 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Innovid LLC Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Zeta Global Corp. Cookie duration: 390 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more View details \| Storage details \| Privacy policy Consent Madington Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Probabilistic identifiers, Non-precise location data more View details \| Privacy policy Legitimate interest Opinary (Affinity Global GmbH) Cookie duration: 60 (days). Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy Consent GumGum Australia, Inc. Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Cint USA, Inc. Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Privacy choices more Uses other forms of storage. View details \| Privacy policy Consent Jampp LTD Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Precise location data more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest Realtime Technologies GmbH Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, User-provided data, Non-precise location data, Privacy choices more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest DeepIntent, Inc. Cookie duration: 548 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Happydemics Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more View details \| Privacy policy Consent Otto GmbH & Co. KGaA Cookie duration: 365 (days). Data collected and processed: IP addresses, Device identifiers, Browsing and interaction data, User-provided data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Adobe Audience Manager, Adobe Experience Platform Cookie duration: 180 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent CHEQ AI TECHNOLOGIES Localsensor B.V. Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data, Precise location data, Privacy choices more Uses other forms of storage. View details \| Privacy policy Consent Adnami Aps Legitimate interest Blue Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Privacy policy Consent Mobsuccess Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Liftoff Monetize and Vungle Exchange Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest The MediaGrid Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Go.pl sp. z o.o. Cookie duration: 1095 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest HyperTV, Inc. Cookie duration: 3650 (days). Data collected and processed: IP addresses, Device characteristics, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Appier PTE Ltd Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest 6Sense Insights, Inc. Cookie duration: 731 (days). Data collected and processed: IP addresses, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Google Advertising Products Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest GfK GmbH Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Clinch Labs LTD Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Amazon Ads Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent LinkedIn Ireland Unlimited Company Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Aarki, Inc. Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, User-provided data, Non-precise location data more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest Moloco, Inc. Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Nielsen International SA Cookie duration: 390 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, User-provided data, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Mintegral International Limited Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Privacy choices more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest PRECISO SRL Cookie duration: 360 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Pelmorex Corp. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more View details \| Storage details \| Privacy policy Consent TikTok Ad Network Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Extreme Reach, Inc Cookie duration: 180 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. 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	Saved 2026-07-03 11:57 22d ago Published 2026-07-03 05:37 23d ago	Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right. NVDA Nvidia	FMP Stock News
Original source text Nvidia (NVDA 1.39%) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast for much longer. I think that's just not true, and expect that several tailwinds will push the stock to new heights over the next few years. The biggest of those tailwinds is the tech sector's soaring spending on the data center build-out. If this trend keeps up as Nvidia projects, then it should be a great stock to own in the coming years. Image source: Getty Images. Nvidia isn't alone in its projections On multiple occasions, Nvidia has made the bold assertion that global data center capital expenditures will reach $3 trillion to $4 trillion annually by 2030. For reference, the big four AI hyperscalers plan to spend around $650 billion on capex this year. That total doesn't include companies like OpenAI, Anthropic, xAI, or anything in China. So, the figure for the data center sector as a whole is likely several hundred billion dollars more. Next year, Nvidia expects the hyperscalers to spend around $1 trillion. It likely already has many of the orders for the AI processors they want on hand, giving it a privileged degree of insight into the pace of the growth trend. Additionally, suppliers like Taiwan Semiconductor Manufacturing have already told investors to expect major growth for several more years, which is why they are spending big on increasing their production capabilities this year. One of the AI hyperscalers, Alphabet, told investors during its Q1 conference call that they should expect "significantly" higher capital expenditures in 2027 than the $180 billion to $190 billion it plans to spend in 2026. Today's Change ( -1.39 %) $ -2.75 Current Price $ 194.84 There simply isn't enough AI computing power to meet demand, and with everyone in the AI industry convinced that more computing power will solve problems, spending will trend that way, benefiting Nvidia. But just how much can Nvidia's stock rise by 2030? Nvidia has major upside potential For simplicity's sake, let's assume that 2026's total data center expenditures globally will total $900 billion. That means that spending will increase by about fourfold in 2030. But how much of that growth will Nvidia capture? There are two trends, each pulling in a different direction. One that is pulling in Nvidia's favor is that data centers are being built all across the world. Right now, that includes a lot of land costs, permitting, infrastructure, and other things necessary to get a data center operational. However, a significant number of the chips that will eventually go into these facilities haven't been purchased yet. So, it's safe to assume that as we get closer to 2030, a larger slice of the capex pie will be devoted to chips. On the flip side, many companies are starting to develop custom AI chips so that they don't have to rely so heavily on Nvidia's products. While the hyperscalers will never completely get away from Nvidia's powerful general-purpose GPUs, the application-specific integrated circuits they are designing can provide significant cost-performance benefits when deployed for the narrow AI workloads they are optimized to handle. As a result, in the future, custom chips are likely to account for a growing percentage of the AI data center processors being sold. So Nvidia's market share will shrink. NVDA Net Income (TTM) data by YCharts. Overall, I expect these two countervailing trends to nearly cancel each other out. If that proves to be the case, Nvidia should be able to increase its revenue and earnings fourfold between now and 2030. If Nvidia's earnings quadruple and it trades at that time at 20 times earnings (a pretty cheap valuation), that would give the company a $12.8 trillion market cap. That would be a 172% gain from today's stock price to about $530 per share. Normally, to beat the market, a stock would have to double in less than seven years. Based on these premises, Nvidia could do that easily, making it a no-brainer stock to buy.
	Saved 2026-07-03 11:20 22d ago Published 2026-07-03 11:20 22d ago	Investiční výhled na druhé pololetí: Zhodnocení první poloviny roku 2026 FB Meta Platforms NVDA Nvidia SKHYNIX SK Hynix	Patria Stock News
Original source text Hledat v komentářích Investiční doporučení Výsledky společností - ČR Výsledky společností - Svět IPO, M&A Týdenní přehledy Detail - články 03.07.2026 13:20 Jaké faktory budou v druhé polovině roku určovat vývoj světových trhů? Analytici Patria Finance ve svém rozsáhlém investičním výhledu mapují klíčová rizika i příležitosti pro akcie, dluhopisy, měny a technologický sektor. Pokračování článku je dostupné jen klientům placených služeb Patria Plus / Investor Plus případně uživatelům platformy Patria Direct. Pokud jste klientem těchto služeb, potom je nutné se Přihlásit. V rámci placeného informačního servisu získáte přístup ke kompletnímu zpravodajství www.patria.cz bez jakýchkoliv omezení. Veškeré zprávy, komentáře a horké zprávy jsou zobrazovány terminálovou metodou (bez nutnosti obnovovat stránku) bez zpoždění a v plné verzi. Nejen zpravodajství, ale i další služby získáte v Patria Plus / Investor Plus - sms a e-mailové zpravodajství, data z finančních trhů v reálném čase, kompletní analytický servis, rozsáhlé databáze časových řad ke stažení, prognózy vývoje a valuace, ekonomické fundamenty, nástroje a kalkulátory... více Tagy: sazby, Nvidia, Japonsko, akcie, USA, Evropa, ekonomika, dluhopisy, AI, HDp, Investiční výhled 2026 Reklama Na tomto místě můžete zahájit diskusi. Zatím nebyl zadán žádný názor. Do diskuse mohou přispívat pouze přihlášení uživatelé (Přihlásit). Pokud nemáte účet, na který byste se mohli přihlásit, registrujte se zde. Aktuální komentáře 03.07.2026 13:20Investiční výhled na druhé pololetí: Zhodnocení první poloviny roku 2026 11:33Perly týdne: Nutnost vládní kontroly nad AI a OpenAI jako bublina 10:47Pátek bez Ameriky přináší zklidnění, akcie převážně zelené 9:00Rozbřesk: Proč Němci končí a Španělé jdou dál, aneb souvisí spolu ekonomická výkonnost a sportovní úspěch? 8:52Slabá data z trhu práce podpořila akcie, Tesla překvapila růstem a Trumpův tlak na Fed neustává 6:15Je AI bublina blízko prasknutí? Co říká pět oblíbených tržních indikátorů 02.07.2026 17:15Na půl plné a prázdné investiční sklenice a sázky na jednu kartu 16:25Grantham: Nevěřit býčí propagandě 15:49Nezaměstnanost v EU zůstala v květnu na 5,9 procenta, nejníž je v ČR a Bulharsku 15:46Slabá data opět zamlžila pohled na americký trh práce, obavy z Fedu nemizí 12:51Technologičtí giganti přišli o dva biliony dolarů. Trh odměňuje výrobce čipů, ne jejich zákazníky 11:32Světové akciové indexy letos rostou, nejvíce v Koreji, Japonsku a na Tchaj-wanu 10:55AstraZeneca jako sázka na defenzivu mimo AI horečku 10:45Techy rozhodila zpráva Mety a japonský tlak trvá. Do toho vyjdou důležitá data 9:28Rozbřesk: Dosažení plánovaného schodku 310 mld. Kč není bez rizika 8:56OpenAI zvažuje podíl pro americkou vládu, KNDS odkládá IPO a SK Hynix prudce klesá 6:08Kde hledat příležitosti ve druhé polovině roku? Deutsche Bank aktualizovala své tipy 01.07.2026 22:04Wall Street zahájila druhé pololetí opatrně: Technologie v červeném, trh táhly akcie Meta Platforms 18:08Zlato se výrazně posunulo ke své férové hodnotě. Která neexistuje 16:00Meta plánuje prodej přebytečného výpočetního výkonu. Akcie rostou o 6 % Reklama Související komentáře Nejčtenější zprávy dne Nejčtenější zprávy týdne Nejdiskutovanější zprávy týdne Kalendář událostí Nebyla nalezena žádná data Potřebujte poradit?
	Saved 2026-07-03 09:32 22d ago Published 2026-07-03 04:21 23d ago	Nvidia offers AI startups GPU access for revenue share: here's what it means NVDA Nvidia	FMP Stock News
Original source text Chipmaker Nvidia has introduced a new revenue-sharing programme designed to support fast-growing artificial intelligence startups by providing access to computing power in exchange for a share of future revenue. The company announced that the initiative will offer token credits to AI startups to help power their development. Under the programme, cloud-based AI companies, model developers and other enterprises will share product and cloud revenue with Nvidia. The move positions Nvidia as an intermediary that helps startups gain direct access to full-stack computing infrastructure powered by its graphics processing units (GPUs). As part of the announcement, Nvidia named two Australian companies that will provide compute capacity for the programme. Sharon AI will deploy up to 40,000 Nvidia GPUs under the initiative. Meanwhile, AI infrastructure company Firmus Technologies said it is developing a data centre in Batam, Indonesia. The facility is expected to scale to 360 megawatts and accommodate up to 170,000 Nvidia GPUs. The partnerships are intended to expand access to computing infrastructure for AI companies seeking to build and scale their operations. Compute access remains a key challengeNVDA's latest initiative highlights the growing importance of access to computing power for AI-focused startups. GPUs have become one of the industry's most sought-after resources. They have been compared to oil because of their strategic importance, while fluctuations in pricing and availability have reportedly led to arrangements resembling futures contracts. At the same time, AI companies have increasingly entered into revenue-sharing and equity-sharing agreements with chipmakers to address liquidity constraints within the sector. OpenAI has previously entered into agreements with partners, including Amazon and AMD, involving investments or share purchases, according to a CNBC report published in January. Separately, Nvidia said earlier this month that it plans to raise debt. The offering could total at least $20 billion. The company said the proceeds are intended for general corporate purposes, including the repayment and refinancing of existing debt. Nvidia shares edged lower on Thursday, extending a recent pullback. The stock opened higher and briefly reclaimed the $200 level before reversing course. Shares were down about 1% in early trading after closing below the $200 mark on Wednesday. The stock has struggled to remain above that level in recent weeks. Although Nvidia continues to be viewed as one of the primary beneficiaries of rising investment in artificial intelligence, its shares have underperformed several semiconductor peers in 2026 as investor interest has broadened across the industry. The recent weakness comes after a strong first half for semiconductor stocks. The VanEck Semiconductor ETF gained more than 70% during the first six months of 2026, marking its strongest first-half performance since the fund's launch in 2000. Following that rally, several of the sector's biggest gainers have experienced pullbacks as investors took profits. Despite maintaining its leadership in GPUs used for AI workloads, Nvidia has trailed much of the broader semiconductor sector's advance. Investor attention has increasingly shifted to other parts of the AI supply chain. Memory chip manufacturers have benefited from supply constraints and rising demand. Meanwhile, companies focused on central processing units (CPUs) have attracted greater investor interest amid expectations that next-generation agentic AI systems will require significantly more computing resources than GPUs alone. Micron has been among the biggest beneficiaries of the memory cycle. Advanced Micro Devices and Intel have also gained from expectations that demand for CPUs will accelerate alongside continued expansion of AI infrastructure. The shift in investor sentiment has created a more competitive investment environment for Nvidia, even as demand for its products remains strong.
	Saved 2026-07-03 07:09 23d ago Published 2026-07-03 00:30 23d ago	Sandisk Is the Best-Performing S&P 500 Stock During the First Half of 2026. Here's What Stock I Think Will Dominate the Second Half (Hint: It's Not SpaceX) NVDA Nvidia	FMP Stock News
Original source text The S&P 500 as a whole has had a solid 2026 so far, rising nearly 10%. If it continues this trend throughout the rest of 2026, the index would return a decent amount ahead of the 10% annual returns investors normally pencil in for the S&P 500. However, individual components within the S&P 500 have had far different experiences in 2026. The best stock in the S&P 500, Sandisk (SNDK 14.00%), is up around 800%. The worst stock, Intuit, is down around 60%. That's quite a delta in performance, but how will these stocks fare in the second half? Let's take a look at why Sandisk rose to the top and which stock could be the best-performing stock in the second half of 2026. Image source: Getty Images. Sandisk is thriving from a memory chip shortage Unless you've been living under a rock, you've likely noticed that one of the biggest overarching themes in the stock market is the artificial intelligence (AI) data center build-out. This is creating a ton of activity in the chip space, as well as in the construction industry. However, it's stretching some industries thin. The biggest shortage right now in the data center space isn't energy capacity, land, or labor; it's memory chips. The memory chip industry just isn't built for this kind of demand wave, and when demand is high and supply is low, prices skyrocket. Sandisk has benefited from these economic mechanisms, and it's the reason why the stock is soaring. Today's Change ( -14.00 %) $ -284.60 Current Price $ 1747.62 Many in the industry predict that this memory chip shortage won't be alleviated in 2026 or in 2027, so there is still a lot of room for Sandisk to run. So, just because Sandisk had a strong start to 2026, it doesn't mean that it won't finish among the top companies. However, I think there is another candidate that could be an excellent investment, and it may surprise you. Nvidia could arise from its slumber Although Intuit is the worst performer in the S&P 500 so far, I highly doubt it will rise to become the best performer in the second half. Instead, I'm betting on Nvidia (NVDA 1.39%). This may sound odd, as Nvidia is the world's largest company by market cap. But I think it could have an incredible second half of 2026, and investors need to buckle their seatbelts for the returns it's about to deliver. The investment thesis behind Nvidia's stock is simple: The AI buildout is going to boom through the rest of 2026, into 2027, and beyond. As a result, it's not uncommon to see future growth get priced in, but there is none of that in Nvidia's stock beyond the end of 2026. This primes the stock for huge gains in the second half of 2026, especially as investors realize there will be more spending in 2027. Nvidia's stock is up only 5% so far in 2026, but I think it could post gains of nearly 100% by the end of 2026 if historical trends persist. Right now, Nvidia trades for 21.5 times forward earnings -- the same as the S&P 500. NVDA PE Ratio (Forward 1y) data by YCharts However, in each of the past two years, Nvidia has ended the year trading at 40 times forward earnings or greater. If Nvidia can rise to that level again, we could see the stock double in value. Even if it doesn't, Nvidia is priced at 15 times next year's earnings, which is a very low price to pay for a stock growing as quickly as Nvidia is. Even if Nvidia isn't the best-performing stock in the second half of 2026, I still think it will rank among the top performers and be a great one to hold onto from now through the end of 2026. If you've got some spare investment dollars sitting around, Nvidia may be a great place to deploy them to.
	Saved 2026-07-02 21:34 23d ago Published 2026-07-02 15:43 23d ago	Nvidia recruits longtime Microsoft sales leader Nick Parker with $40M+ pay package NVDA Nvidia	FMP Stock News
Original source text by Todd Bishop on Jul 2, 2026 at 12:43 pmJuly 2, 2026 at 12:55 pm Microsoft executive Nick Parker at a conference in 2018. (Microsoft Photo) Nick Parker, a 26-year Microsoft veteran who led the company’s worldwide commercial sales business, is leaving to become Nvidia’s new sales chief — a high-profile talent shift between two of the biggest players in the AI boom. Parker will join Nvidia as executive vice president of worldwide field operations, effective Aug. 24, according to a regulatory filing. He succeeds Jay Puri, who is retiring after 21 years running Nvidia’s global sales operation and will stay on as a senior adviser. “Microsoft and NVIDIA are great partners and I look forward to continuing to nurture that fantastic relationship,” Parker wrote in a LinkedIn post announcing the move. The regulatory filing by Nvidia sets Parker’s base salary in the new role at $1 million, with a $5 million signing bonus and equity grants targeted at $40 million. The bulk of that, $35 million in restricted stock units, vests over roughly four years, while the additional $5 million in shares is tied to Nvidia outperforming the S&P 500 over three years. The new role puts him in charge of global sales and customer relationships at the center of the AI boom, reporting directly to Nvidia CEO Jensen Huang — one of the most consequential commercial roles in the industry, overseeing the operation that sells Nvidia’s chips to the world’s largest companies. Parker, 55, rose through OEM, device and partner sales roles at Microsoft before being named president of industry and partner sales in 2022. After a promotion this year, he served most recently as executive vice president and chief business officer of Microsoft Worldwide Sales & Solutions, reporting to Judson Althoff, CEO of Microsoft’s commercial business. Puri, 71, is credited with helping transform Nvidia from a consumer gaming brand into an AI infrastructure giant, building the enterprise sales operation Parker will now inherit. On Thursday, Microsoft unveiled a $2.5 billion initiative called the Microsoft Frontier Company, which will embed AI engineers inside customers. It will be led by Rodrigo Kede Lima, a longtime Microsoft sales and enterprise leader, most recently president of Microsoft Asia.
	Saved 2026-07-02 21:34 23d ago Published 2026-07-02 16:22 23d ago	5 Artificial Intelligence (AI) Stocks to Load Up On in July NVDA Nvidia	FMP Stock News
Original source text With 2026 halfway over, it's a good time for investors to reassess their holdings. Artificial intelligence (AI) investing has been a bit of a mixed bag this year. Most of the big-name, dominant companies really haven't had great years so far, and the spotlight has been stolen by some smaller upstarts or companies that have major momentum behind them. Some of these stocks still look like great buys in July, while there are also good reasons to return to the big tech companies. There are five AI stocks at the top of my shopping list in July, and I believe investors can be confident that they'll be trading far higher by the time 2026 is wrapped up. Image source: Getty Images. Can they go higher? Two of the stocks I have my eye on have actually done phenomenally well in 2026 already. Sandisk (SNDK 14.13%) and Nebius (NBIS 6.09%) have risen 780% and 187%, respectively. After a start to the year like that, you're likely wondering how in the world they will go higher. That's a fair question, but when you dig in, it's clear that both have far more upside potential. Sandisk makes NAND memory, and the construction of AI data centers is consuming all that the manufacturers in that niche can supply. Sandisk's exposure to this industry mostly comes through its solid-state drives (SSDs), which are used for long-term data storage. With the data center build-out not expected to slow down anytime soon, the supply crunch that has allowed Sandisk to boost its prices won't be over either. This should help spur the stock higher, and with it trading for a mere 11 times its expected earnings for its fiscal 2027 (which starts in July), it could have far more room to run. Today's Change ( -14.13 %) $ -287.22 Current Price $ 1745.00 Nebius is a neocloud provider, which means it's focused on providing AI cloud computing infrastructure. This is a brilliant space to operate in right now, and that showed up in a big way during Q1, when Nebius grew its revenue at a 684% year-over-year pace. Wall Street expects more of the same: Its 2026 growth is expected to be 547%, followed by 233% growth in 2027. If Nebius can live up to or exceed expectations, the stock could go far higher from here. These stocks should have major rallies in the second half of 2026 Next, let's look at some big tech players that haven't been strong in the first half of the year. Nvidia (NVDA 1.39%) has only risen 3% so far in 2026. However, I think it could easily explode higher due to the strength of GPU demand. Nvidia's stock looks like an absolute steal right now, trading for just 21.5 times expected forward earnings and 15 times next year's expected earnings. NVDA PE Ratio (Forward 1y) data by YCharts. The chipmaker doesn't often trade at multiples that low, particularly at this point in the year. Even cheaper is Microsoft (MSFT +1.69%), which has sold off by more than 20% year to date. Microsoft's fiscal 2027 started July 1, and it trades for just 19 times fiscal 2027 earnings right now. With the S&P 500 (^GSPC +0.00%) trading for 21.5 times forward earnings, this AI giant is cheaper than the broader market. With Microsoft growing its revenue at a 18% clip during its past quarter, it's also growing at a market-beating pace, making it a solid stock to buy right now. Today's Change ( 1.69 %) $ 6.51 Current Price $ 390.79 Last is Amazon (AMZN +0.55%), which is basically flat for the year. However, it has some major catalysts upcoming that could drive the stock to new heights. The biggest reason to buy the stock is Amazon Web Services (AWS). Amazon is seeing huge demand for its cloud computing platform and is spending big to capture more of that demand. It's spending $200 billion on data center expansion this year, and it has told investors that it already has users lined up for the next tranche of computing power it's developing as it becomes available. That will spur further growth. I think a rapidly rising AWS growth rate will be exactly what Amazon needs to push its stock higher throughout the rest of the year. Keithen Drury has positions in Amazon, Microsoft, Nebius Group, and Nvidia. The Motley Fool has positions in and recommends Amazon, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
	Saved 2026-07-02 19:10 23d ago Published 2026-07-02 12:43 23d ago	Microsoft vs. Nvidia: Which Is the Better AI Stock to Own for the Next 3 Years? NVDA Nvidia	FMP Stock News
Original source text Microsoft (MSFT +1.58%) and Nvidia (NVDA 2.37%) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its hand in every tech market segment, especially anything involving enterprise customers. Meanwhile, Nvidia has become the de facto leader in GPU chips used in AI data centers. Both stocks have made investors very wealthy over the years. But which of these top AI stocks is the better buy for the next three years? This article will explain why I like Microsoft a tad more. Although, as you'll see below, it's hard to go wrong with either one. Image source: The Motley Fool. Vera Rubin likely means Nvidia has more growth ahead Nvidia has enjoyed one of the most impressive growth spurts in history over these past few years as the AI build-out juiced demand for its GPUs. This supercycle continues to rage on. Vera Rubin, Nvidia's next-generation AI chip platform, is in full production and could begin shipping later this year. CEO Jensen Huang has laid out expectations for $1 trillion in orders for Vera Rubin and Grace Blackwell chips through 2027. Today's Change ( -2.37 %) $ -4.69 Current Price $ 192.89 Wall Street analysts estimate that Nvidia's business could double over the next couple of years, from trailing-12-month revenue of $253 billion to $392 billion this fiscal year, and $554 billion the following year. Nvidia's valuation is already well below its high at less than 19 times sales, and it might become much cheaper as these next 24 months play out. Microsoft is pivoting to capitalize on its enterprise customer base Microsoft originally tied its AI hopes to OpenAI. Although Microsoft has done well with its OpenAI investment and enjoyed significant cloud computing growth as a result of the partnership, it has still struggled to establish itself as a key AI player. Users, especially enterprises, have opted for Anthropic's Claude among other AI models. As a result, Microsoft shifted to a multi-model strategy and has reportedly considered adding open-source models to Copilot Cowork to lower token costs. Today's Change ( 1.58 %) $ 6.08 Current Price $ 390.36 Investors should applaud Microsoft's willingness to adapt. The company has deeply entrenched relationships with the enterprise world, which gives Microsoft more margin for error in fine-tuning its AI strategy than most companies. Plus, Microsoft's Azure remains a formidable growth engine, with a staggering $627 billion in remaining commercial performance obligations. Nvidia's data center business has grown so much that the stock has become a concentrated investment in this ongoing supercycle. That means Nvidia has a sky-high ceiling with Vera Rubin shipping soon, but it's riskier in that the floor is much lower if companies stop pouring all this money into AI infrastructure. Meanwhile, Microsoft remains highly diversified across software, cloud computing, and AI. That lowers the company's ceiling, but it's also the safer stock. Microsoft's impressive track record typically earns it a premium valuation. The stock has traded at an average of almost 33 times its trailing-12-month earnings over the past decade, but trades at just 22 times its earnings today. Meanwhile, Wall Street analysts expect the company to grow earnings by 16% to 17% annually over the next three to five years. While some may opt for Nvidia's immense growth potential, Microsoft rarely offers a valuation compelling enough to buy into.
	Saved 2026-07-02 19:10 23d ago Published 2026-07-02 13:37 23d ago	Nuclear Reactor Powers Nvidia AI Chip in US First NVDA Nvidia	FMP Stock News
Original source text Valar Atomics, a California-based nuclear startup, generated power from an advanced reactor to run an Nvidia AI chip. While just a trickle of electricity was produced, it's the first time a next-gen reactor has done so in the US.
	Saved 2026-07-02 19:10 23d ago Published 2026-07-02 13:40 23d ago	ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying NVDA Nvidia	FMP Stock News
Original source text This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. © UnImages / Shutterstock.com The pitch for covered-call ETFs is the same everywhere. Trade some upside for a fat monthly check. The reality, as anyone holding JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) through 2026 can tell you, is that not all covered-call funds behave the same when the market runs. JEPI, Goldman Sachs S&P 500 Premium Income ETF (NASDAQ:GPIX), and ProShares S&P 500 High Income ETF (BATS:ISPY) all sell you S&P 500 exposure with an options-income overlay, yet their year-to-date total returns are separated by a canyon. The mechanics explain why. Three different return engines wearing the same jacket JEPI does not directly write index calls. It builds a lower-volatility sleeve of large-cap stocks targeting roughly 80% of S&P beta, and layers on equity-linked notes that synthesize the premium of an S&P 500 call-write. You are buying JPMorgan’s stock picks plus a bank counterparty’s derivative wrapper, not an index option. GPIX is more literal. Goldman holds a portfolio designed to track the S&P 500 and actively sells short-dated calls on a dynamically chosen 25% to 75% of the notional, dialing coverage up when premiums are rich and down when they are stingy. Net expense ratio 0.29%, distribution around 8.5% annualized, roughly $4.3 to $4.7 billion in AUM. ISPY is the weirdest and most interesting. Rather than writing options monthly, it uses swap agreements to replicate an index that sells one-day-to-expiration S&P 500 calls every single trading day. Daily premiums are smaller than monthly premiums, but they are collected 250-ish times a year instead of twelve. ProShares also changed the distribution policy on January 29, 2026 to include a minimum-yield provision, a genuinely underdiscussed development for anyone modeling forward income. What actually happened in 2026 Through July 1, SPDR S&P 500 ETF Trust (NYSEARCA:SPY) was up roughly 9% year-to-date. GPIX kept pace on total return at nearly 10%, which is remarkable for a fund also handing out roughly 8.5% in annualized distributions. ISPY delivered about 8%, close behind. JEPI returned about 2%. That gap is not a fluke. JEPI’s defensive stock sleeve deliberately underweights the AI and mega-cap tech names that drove most of the index’s gains, so when NVIDIA (NASDAQ:NVDA \| NVDA Price Prediction) and the hyperscalers rip, JEPI watches from the porch. Over one year the pattern holds. SPY up about 21%, GPIX 21%, ISPY 19%, JEPI 7%. JEPI’s July 2026 distribution came in at $0.38716, still on schedule, still monthly, still real income. The frustration for retail is about total return leaving town while the checks keep arriving. Reddit sentiment on JEPI has stayed bullish (scores in the 62 to 72 range through May 2026). Dividend investors accept the trade. Growth-adjacent investors do not. The tradeoffs nobody puts on the fact sheet Structure risk differs. JEPI’s ELNs introduce a bank counterparty into your income stream. ISPY’s swaps do the same. GPIX writes actual listed options, which is cleanest but leaves the manager on the hook to time coverage well. Tax location matters. Distributions from all three are largely ordinary income, making an IRA or 401(k) the natural home. Holding these in a taxable brokerage account is a choice most spreadsheets punish. Coverage cadence changes the payoff. Daily 0DTE writing (ISPY) caps upside every day but harvests more volatility events. Dynamic monthly writing (GPIX) participates more in trends. ELN-based synthetic (JEPI) inherits whatever the underwriter negotiated. Who fits where GPIX is the closest thing to a free-lunch story in this trio. It captured index-like total return alongside high monthly income, and its 0.29% expense ratio undercuts JEPI’s 0.35%. That does not make it a permanent winner. Its 3-year record is short and includes only bull-tilted tape. ISPY makes sense for investors who specifically want daily premium harvesting and are comfortable with a swap wrapper and a $1.25 to $1.3 billion AUM fund. The minimum-yield policy makes forward income more predictable. JEPI is a defensive income vehicle. It will lag in AI-led rallies and cushion in drawdowns. Retirees who wanted a lower-volatility monthly paycheck got exactly what was advertised. Investors who assumed “S&P 500 plus income” meant S&P 500 returns plus income read the ticker, not the prospectus. Contact [email protected] for any questions or corrections.
	Saved 2026-07-02 19:10 23d ago Published 2026-07-02 14:37 23d ago	Trump bought Apple, Nvidia and other tech giants before tariff reversal fueled rebound NVDA Nvidia	FMP Stock News
Original source text President Donald Trump made 327 stock purchases on April 8, 2025, according to a CNBC analysis of newly released financial disclosures, as markets reeled from his sweeping “liberation day” tariff plan. The next day, Trump posted that it was a “GREAT TIME TO BUY!
	Saved 2026-07-02 16:47 23d ago Published 2026-07-02 10:56 23d ago	Nvidia's Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble? NVDA Nvidia	FMP Stock News
Original source text The AI infrastructure race has entered a new phase.
	Saved 2026-07-02 16:47 23d ago Published 2026-07-02 10:57 23d ago	Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff NVDA Nvidia	FMP Stock News
Original source text © Shutterstock / rafapress Our NVIDIA (NASDAQ:NVDA \| NVDA Price Prediction) 24/7 Wall St. price target for the next 12 months is $252.14, implying 27.62% upside from the current price of $197.58. NVIDIA has slipped hard in the recent AI-compute selloff, but the fundamentals under the hood have not cracked. Our recommendation is buy, with a high confidence level of 90%. Metric Value Current Price $197.58 24/7 Wall St. Price Target $252.14 Upside 27.62% Recommendation BUY Confidence Level 90% How NVIDIA Got Caught in a Sector-Wide Reset NVIDIA is down 11.84% over the past month, retreating from a mid-May peak near $225.32. Even after the pullback, shares are still up 6.07% year-to-date and 29.05% over the past year, with the stock currently sitting between a 52-week low of $157.13 and a high of $236.26. The July 1 semiconductor session was ugly, with KLA down 12.3%, Micron down 8%, and AMD down 5.73% as institutions rotated out of chips. Q1 FY2027 revenue hit $81.615 billion, up 85.23% year-over-year, with non-GAAP EPS of $1.87 beating consensus by 5.42%, the fourth straight beat. Data Center revenue reached $75.246 billion (up 92% YoY), and management guided Q2 to $91 billion, again excluding any China Data Center compute. The Case for $262 and Higher Our bull case points to $262.02 over the next year. The driver is Blackwell 300 ramping into insatiable hyperscaler demand, with 54 research firms carrying a Buy consensus and an average target of $303.84. Strategic wins keep piling up: the Vera Rubin A5X instances on Google Cloud, a Marvell NVLink Fusion tie-up, the OpenAI 10GW deployment, and a multi-generational Meta agreement spanning millions of Blackwell and Rubin GPUs. Networking revenue tripled to $14.8 billion (up 199% YoY), showing that InfiniBand, NVLink, and Spectrum-X are becoming their own business. Capital return has finally arrived, with the dividend lifted from $0.01 to $0.25 per share and a new $80 billion buyback approved. The Risks Worth Watching Our bear case lands at $218.92, roughly 10.8% above today. Zero China Data Center revenue is baked into guidance, and $119 billion in supply commitments creates real downside if hyperscaler capex ever cools. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Michael Burry is short NVDA, and insiders including CEO Jensen Huang and CFO Colette Kress sold shares on June 17 at $207.41, with Director Mark Stevens disposing of over 2 million shares in June. The executive sales were coordinated on a single day at an identical price, consistent with pre-scheduled 10b5-1 plans rather than a panic exit. Free cash flow of $48.554 billion in a single quarter tells you demand is real. I’d Buy It Here Our 24/7 Wall St. Price Target is $252.14, our recommendation is buy, and our confidence is 90%. The tipping factor is the collision between an 85% revenue growth rate and a 12% one-month drawdown. I’d be a buyer here if hyperscaler capex commentary holds firm into the next earnings report. I’d stay on the sidelines if China export policy tightens further or Q2 guidance disappoints. Looking further out, here is where our model projects NVIDIA could trade, assuming Blackwell and Rubin adoption continue on their current arc. Year 24/7 Wall St. Price Target 2026 $252 2027 $291 2028 $328 2029 $365 2030 $401 These projections assume NVIDIA continues executing on the Vera Rubin roadmap and agentic AI adoption scales as forecast. Meaningful upside or downside could come from China policy shifts, custom ASIC competition from Broadcom and AMD, or a step-change in hyperscaler capex. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Contact [email protected] for any questions or corrections.
	Saved 2026-07-02 16:47 23d ago Published 2026-07-02 11:12 23d ago	Nvidia stock continues decline: what's hurting the AI darling? NVDA Nvidia	FMP Stock News
Original source text Nvidia NVDA shares edged lower on Thursday, extending a recent pullback. The stock started the day in the green and even went on to reclaim the $200 mark, but fell shortly after. Shares of Nvidia fell about 1% in early trading after finishing Wednesday below the $200 level, a level it has struggled to hold in recent weeks. While Nvidia remains one of the central beneficiaries of rising AI spending, the stock has underperformed many semiconductor peers in 2026 as investor enthusiasm broadens across the industry. The weakness follows an extraordinary first half for semiconductor stocks. The VanEck Semiconductor ETF gained more than 70% during the first six months of 2026, marking the strongest first-half performance since the fund launched in 2000. However, some of the sector's biggest winners have recently pulled back as investors locked in profits following the historic rally. Nvidia has notably lagged much of the broader semiconductor advance despite maintaining its leadership position in graphics processing units used for artificial intelligence workloads. Investor attention has increasingly shifted toward other segments of the AI supply chain. Memory-chip makers have benefited from supply constraints and rising demand, while companies focused on central processing units have attracted growing interest as investors bet that next-generation agentic AI systems will require substantially greater computing resources beyond GPUs alone. Micron has emerged as one of the biggest winners from the memory cycle, while Advanced Micro Devices and Intel have benefited from expectations that CPU demand could accelerate alongside the expansion of AI infrastructure. The trend has left Nvidia facing a more competitive investment landscape even as demand for its products remains strong. Separately, Nvidia announced a new initiative designed to deepen its relationships with fast-growing artificial intelligence startups. Under the program, Nvidia will enter revenue-sharing arrangements with selected companies, allowing them to access computing resources powered by Nvidia hardware in exchange for a portion of future revenue. The company said participating startups will receive token credits that can be used to support development and deployment of AI products. Cloud-based AI companies, model developers, and other technology firms will share portions of their product and cloud-generated revenue with Nvidia as part of the arrangement. The initiative further expands Nvidia's role beyond hardware supplier and positions the company as a more active participant in the economics of the AI ecosystem. Nvidia also identified two initial partners participating in the program. Australia-based Sharon AI plans to deploy as many as 40,000 Nvidia graphics processors under the arrangement. Meanwhile, Singapore-based AI infrastructure company Firmus Technologies is developing a data center in Batam, Indonesia, that is expected to scale to 360 megawatts and eventually house up to 170,000 Nvidia GPUs. The initiative reflects the growing importance of access to computing power across the artificial intelligence industry. As demand for advanced AI infrastructure continues to outpace supply in many areas, graphics processors have become one of the most sought-after resources for startups and model developers. The scarcity of computing capacity has encouraged a growing number of AI companies to pursue revenue-sharing and equity-based arrangements with infrastructure providers and chipmakers as an alternative to traditional financing. For Nvidia, the strategy creates another avenue to participate in the growth of emerging AI businesses while reinforcing demand for its hardware platform.
	Saved 2026-07-02 16:47 23d ago Published 2026-07-02 11:53 23d ago	The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026 NVDA Nvidia	FMP Stock News
Original source text The first major humanoid robotics company just went public. Agility Robotics completed its public debut through a merger with SPAC Churchill Capital Corp XI, and the supply-chain names that feed the robotics buildout are already moving. The clearest tell: Ouster (NASDAQ:OUST) has run 149.86% year-to-date, with a 13.43% gain on June 30 alone. The names below sit directly in the path of the capital now chasing Physical AI. 1. Vishay Precision Group (VPG): The Surprise Humanoid Pick Most readers have never heard of Vishay Precision Group (NYSE:VPG). It is a Malvern, Pennsylvania, designer of sensors, sensor-based measurement systems, special resistors, and strain gauges. Strain gauges are the unglamorous components that enable humanoid robots to sense force, torque, and pressure at every joint. When humanoid developers move from prototype to production, they need a precision sensor supplier that can ship at scale. VPG is one of the few American names already in that conversation. Q1 FY26 made the connection explicit. Revenue came in at $84.35M, up 17.6% year over year and beating consensus by 9.43%, with orders of $102.1M, a book-to-bill of 1.21, and a Sensors segment book-to-bill of 1.36. The kicker: $1.0M in humanoid robotics orders booked in Q1, and engineering discussions are underway with a fourth humanoid developer. Shares are up 269.06% year to date and 401.91% over the past year. 2. NVIDIA (NVDA): The Physical AI Platform NVIDIA (NASDAQ:NVDA \| NVDA Price Prediction) has expanded well beyond AI compute. Its robotics stack now includes Isaac GR00T N foundation models, Isaac simulation, Cosmos, DRIVE Hyperion, and Halos OS for AI vehicles, with Hyundai, Kia, Uber, BYD, Geely, Isuzu, and Nissan signed up for L4-ready integration. Every humanoid developer that goes public, Agility included, validates the platform NVIDIA sells into the entire ecosystem. The scale of growth in the first quarter of fiscal year 2027 became impossible to ignore. Revenue reached $81.61 billion, an increase of 85.2% from the previous year, which exceeded expectations by 3.16%. Data Center revenue climbed 92% to hit $75.25 billion, while Networking revenue surged 199% to $14.8 billion. With non-GAAP gross margins landing at 75.0% and second-quarter guidance pointing toward $91 billion, CEO Jensen Huang described the current moment as the largest infrastructure expansion in human history. The catch: NVIDIA shares are only up 4.67% year to date, lagging the smaller supply-chain names by a wide margin. That gap is exactly what the next stock is closing. 3. Ouster (OUST): The Sensor Pure-Play Ouster is a San Francisco designer and manufacturer of digital lidar sensors for the industrial automation, intelligent infrastructure, robotics, and automotive markets. With the Stereolabs acquisition closed, the company now combines lidar, cameras, AI compute, and perception software in a single stack. That is the exact bill of materials a humanoid robot or a robotaxi platform needs to ship. CEO Angus Pacala framed Ouster as “the foundational sensing and perception platform for Physical AI.” The first quarter of fiscal year 2026 provided the hard numbers behind the recent market surge. Total revenue climbed to $48.58 million, marking a 49% increase over the previous year, while product revenue grew by 55% to hit $48.23 million. The company shipped more than 12,600 sensors during the quarter and saw its GAAP gross margin reach 43%, an improvement of 200 basis points from the year before. Looking ahead, management set second-quarter guidance in the range of $49.5 million to $52.5 million. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. 4. Teradyne (TER): The Wafer-to-Robot Bridge Teradyne (NASDAQ:TER) sits in two robotics seats at once. It tests the AI chips going into every robot, and it owns Universal Robots, one of the world’s largest collaborative robot makers. CEO Greg Smith calls the strategy “wafer to AI data center.” When Agility Robotics, or any humanoid maker, scales production, Teradyne shows up on both the silicon and cobot sides. The first quarter results for fiscal year 2026 were impressive across every category. Revenue reached $1.28 billion, an 87% increase from the prior year, which beat analyst expectations by 5.56%, while non-GAAP earnings per share of $2.56 topped estimates by 21.15%. Approximately 70% of total revenue is now directly tied to AI, and the non-GAAP operating margin expanded significantly to 37.5% from 20.5% a year ago. Looking forward, the company provided second-quarter guidance of $1.15 billion to $1.25 billion in revenue, with non-GAAP earnings per share expected between $1.86 and $2.15. The market has already reacted to these gains. The stock is up 139.5% year-to-date and 413.97% over the past year, hitting an all-time high of $460.53 on June 25, 2026. This momentum has recently drawn positive upgrades from analysts at Cantor Fitzgerald and Bank of America. 5. Symbotic (SYM): The Punchline Symbotic (NASDAQ:SYM) is the pure-play warehouse robotics name in the United States. The company is a pioneer in robotic automation and artificial intelligence, focused on transforming supply chain logistics, with major retailers and wholesalers as core customers. Walmart is the anchor. SoftBank is the partner. The opportunity is the entire warehouse layer of e-commerce, and Symbotic is the only listed name pointed straight at it. The second quarter of fiscal year 2026 clearly quantified the company’s growing backlog. Revenue hit $676.48 million, a 23.1% increase over the previous year, while adjusted EBITDA more than doubled to $77.75 million, and gross margins improved to 22.2% from 20.2%. The number of active systems in deployment climbed to 70 from 46, operational systems rose to 52 from 37, and the contracted backlog stood at approximately $22.7 billion. For the third quarter, management provided guidance of $700 million to $720 million in revenue and $80 million to $85 million in adjusted EBITDA. While the other four companies on this list have seen significant gains, this stock remains down 29.18% year-to-date, even after an 8% rally on June 30. It presents an interesting case of a warehouse robotics pure-play that, despite a massive $22.7 billion backlog and current lack of profitability, trades well below its 200-day moving average. The Bottom Line The public market debut of Agility Robotics acts as the catalyst that finally pulled robotics supply-chain stocks off the bench. Vishay Precision Group and Ouster are already seeing significant momentum. NVIDIA and Teradyne continue to sell the foundational platforms that power these machines. Symbotic has lagged behind the rest of the group for now. The robotics IPO window is officially open, and the names associated with this theme are repricing in real time. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Contact [email protected] for any questions or corrections.
	Saved 2026-07-02 11:59 23d ago Published 2026-07-02 05:57 24d ago	Nvidia offers start-up customers chance to swap compute power for revenue share NVDA Nvidia	FMP Stock News
Original source text Chipmaker Nvidia says it is entering revenue-sharing agreements with fast-growing start-ups, in a move which will see customers swap access to compute power for a slice of future profits. The artificial intelligence chip leader says its new partnership program, announced Thursday, offers fast-growing AI startups token credits to power their development. Cloud-based AI firms, model builders and other enterprises will share both product and cloud revenue with Nvidia, which is positioning itself as an intermediary helping startups gain direct access to full-stack computing powered by Nvidia chips. In its announcement, Nvidia named two initial partners who will provide the compute power behind the scheme. Australia-based Sharon AI will deploy up to 40,000 Nvidia GPUs, while Singapore AI infrastructure company Firmus Technologies says it is building a data center in Batam, Indonesia, which is expected to scale to 360 megawatts and house up to 170,000 Nvidia GPUs. Nvidia's move illustrates the critical importance of access to scarce compute power for AI-oriented startups, with GPUs likened to oil and even reportedly tied to futures contracts as users grapple with fluctuations in cost and issues around availability. Meanwhile, AI firms have increasingly entered into revenue and equity-sharing sharing agreements with chipmakers in order to circumvent liquidity issues afflicting the sector. OpenAI has inked a number of deals that have seen it buy shares or entertain investments from partners including Amazon and AMD, CNBC reported in January. Nvidia earlier this month said it was aiming to raise debt which sources said could amount to at least $20 billion. The firm intends to use the proceeds from the offering for general corporate purposes, including repayment and refinancing of existing debt.
	Saved 2026-07-02 11:59 23d ago Published 2026-07-02 06:43 24d ago	Nvidia: The Drawdown Is An Opportunity To Pounce NVDA Nvidia	FMP Stock News
Original source text Nvidia delivered a clean beat-and-raise quarter, with revenue up 85% Y/Y and Data Center revenue surging 92% Y/Y. NVDA doubled Blackwell/Rubin pipeline visibility to $1T through 2027, with supply commitments at $119B and no margin compression despite new architecture risks. Capital return accelerated with a dividend hike to $0.25 and a new $80B buyback, signaling management's confidence in structural free cash flow.
	Saved 2026-07-02 11:59 23d ago Published 2026-07-02 06:52 24d ago	This fund manager bought Nvidia and SK Hynix and sold software before others. His simple message on AI: ‘Follow the money. NVDA Nvidia	FMP Stock News
Original source text HomeMarketsNeed to KnowNeed to KnowStephen Yiu lines his fund with recipients of AI investmentsUpdated July 2, 2026, 7:55 a.m. ET Invest in the companies that are receiving artificial-intelligence investments, says the Blue Whale Growth Fund’s Stephen Yiu. Photo: MarketWatch photo illustration/iStockphotoInvesting in the artificial-intelligence trade takes nerves of steel these days, with ever-cloudy visibility into whether all the money being invested will ultimately pay off. A far simpler way to approach that complicated trade is to just “follow the money,” says Stephen Yiu, the lead fund manager of the nearly $4.5 billion Blue Whale Growth Fund.
	Saved 2026-07-02 11:59 23d ago Published 2026-07-02 07:32 24d ago	Nvidia Reveals New Plan to Boost Revenue but the Stock Is Still Falling NVDA Nvidia	FMP Stock News
Original source text Nvidia stock is lagging behind the broader semiconductor sector this year but it has a plan to increase its customer base.
	Saved 2026-07-01 21:37 24d ago Published 2026-07-01 15:23 24d ago	Why I Am Aggressively Loading the Truck on Nvidia on Repeat NVDA Nvidia	FMP Stock News
Original source text © Shutterstock / Below the Sky I keep hitting the buy button on NVIDIA (NASDAQ:NVDA \| NVDA Price Prediction), and the pullback to $200.09 has only made me more aggressive. This is the position I add to every time the tape gives me a discount, because the business behind the ticker is compounding faster than the multiple is expanding. When institutions rotate on a yield curve flattening from 0.74% to 0.30%, I see a gift. That is the entire confession. The core thesis is simple. Jensen Huang runs the only company that sells the picks and shovels for what he calls “the buildout of AI factories, the largest infrastructure expansion in human history”. Every frontier lab, every hyperscaler, and every sovereign AI project routes through CUDA, NVLink, and Blackwell. I am paying for a toll booth. Reason one is the operational reality. Q1 FY2027 revenue landed at $81.615 billion, up 85.23% year over year, with Data Center at $75.246 billion (92% YoY growth) and networking at $14.8 billion (199% YoY growth). Non-GAAP EPS of $1.87 marked the fourth consecutive quarterly beat. Gross margin sits at 75.0% at this scale. Free cash flow reached $48.554 billion in a single quarter. Growth is accelerating. Reason two is the valuation the market is handing me. Forward earnings sit at roughly 22x, with a trailing PE near 30x and a PEG of 0.593. For a business posting a 63% profit margin and 114.3% return on equity, that multiple is a compressed price for the highest quality earnings stream in technology. Analyst consensus target sits at $301.62 against my $200.09 cost basis today. Reason three is capital return that finally shows up on my brokerage statement. Management raised the dividend from $0.01 to $0.25 per share, authorized an additional $80.0 billion in buybacks, and returned roughly $20.0 billion to shareholders in Q1 alone. Supply commitments climbed to $119.0 billion, telling me the order book behind the guidance is real. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Now the risk I refuse to ignore. China is the real headwind. Q2 FY27 guidance of $91.0 billion explicitly excludes Data Center compute revenue from China, and Q1 shipped no H20 products to China versus $4.6 billion in the year-ago quarter. If restrictions harden further, a growth vector closes. The reason my thesis holds: NVIDIA is already growing revenue 85% year over year with that China lane essentially at zero. The rest of the world is buying every wafer Taiwan Semi can allocate, and executives told analysts they are sold out on Blackwell demand. The one-month drawdown of 5.13% gave me a lower cost basis on a business that has compounded revenue from $46.743 billion to $81.615 billion in four quarters. Retail sentiment on Reddit already recovered from a capitulation floor at 22 on June 21 back to 67 on June 30. My conviction never left. I keep buying because Vera Rubin follows Blackwell, agentic AI is scaling into every industry, and the toll booth is still the toll booth. The buy button stays green as long as that math holds. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Contact [email protected] for any questions or corrections.
	Saved 2026-07-01 19:14 24d ago Published 2026-07-01 14:45 24d ago	SpaceX Joined 6 Stocks in the $2 Trillion Club. Here's My Top Pick for July. NVDA Nvidia	FMP Stock News
Original source text Before the end of its first trading day on the Nasdaq, Elon Musk's Space Exploration Technologies (SPCX 7.37%), or SpaceX, had joined an elite club: stocks with at least $2 trillion in market capitalization. The club is so exclusive that only six other stocks belong to it. And unlike SpaceX, most of them underperformed in June. Here's my pick for the best one to buy in July. Image source: Getty Images. Biggest of the big The seven largest stocks in the world are currently: CompanyMarket Cap1-Month Stock PerformanceNvidia (NVDA 0.55%)$4.72 trillion(9%)Alphabet (GOOG +0.96%) (GOOGL +0.64%)$4.29 trillion(9.4%)Apple (AAPL +1.87%)$4.14 trillion(9.8%)Microsoft (MSFT +3.95%)$2.74 trillion(13.7%)Amazon (AMZN +2.29%)$2.59 trillion(12.5%)Taiwan Semiconductor Manufacturing (TSM 6.27%)$2.36 trillion7%SpaceX$2.16 trillion21.5%** Data as of market close on 6/29/2026. *SpaceX performance since Nasdaq debut at $150/share on 6/12/2026. Aside from TSMC and, of course, SpaceX, all of these huge companies saw big share price declines over the past month. One big reason? Ongoing concerns about how they might be impacted by the current memory shortage. Memory loss High-end memory chips for dynamic random access memory (DRAM) and N-AND flash memory (NAND) are in very short supply, and as a result, they've gotten much more expensive. Yet DRAM and NAND are critical for AI applications and for many consumer devices, such as smartphones and laptops. For Apple, more expensive DRAM and NAND chips mean the company has to accept thinner product margins for its devices that include DRAM and NAND, like iPhones and MacBooks, or pass that cost along to consumers. It had been absorbing the costs, but this month announced it would have to pass the costs on and raised prices on many of its products. Investors punished the stock, concerned that higher costs would hurt sales. Today's Change ( 1.87 %) $ 5.41 Current Price $ 294.77 For Alphabet, Microsoft, and Amazon, the memory shortage means they'll have to pay more for memory chips for their AI data center build-outs. These "hyperscalers" are already incurring massive AI capital expenditures, which are likely to increase even further in the short term as memory gets more expensive. The market is worried the costs won't justify the eventual benefits. I think these concerns are likely to persist in the short term, which is why I'm not picking any of these stocks as my top July pick. My top choice for July Image source: Getty Images. Although TSMC and SpaceX actually outperformed in June, TSMC's stock has already almost doubled over the past year, while SpaceX just looks ridiculously overvalued. Nvidia's stock, on the other hand, is up only 23.6% over the past year, and its forward price-to-earnings ratio is surprisingly the lowest of the bunch. As a chipmaker, Nvidia is a beneficiary of the AI spending boom, not a spender, and while its AI systems rely on memory chips, it doesn't need to purchase them itself. Today's Change ( -0.55 %) $ -1.10 Current Price $ 198.99 Even though it's already the biggest company in the world by market cap, Nvidia edges out the other $2-trillion-plus companies in July. But over the long term, I think all six of the largest companies -- except SpaceX -- have excellent prospects for success and could all turn out to be long-term winners. John Bromels has positions in Alphabet, Amazon, Apple, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
	Saved 2026-07-01 19:14 24d ago Published 2026-07-01 15:03 24d ago	Valar nuclear startup partners with Nvidia on data center aiming to conserve water NVDA Nvidia	FMP Stock News
Original source text Valar Atomics, a nuclear power startup, said on Wednesday it is partnering with Nvidia to ‌develop a small data center in Utah that the companies claim will show how computing facilities needed for AI can conserve water.
	Saved 2026-07-01 16:50 24d ago Published 2026-07-01 09:23 24d ago	Stock Market Live July 1, 2026: S&P 500 (SPY) Lower as Investors Wait on the Fed and Fresh Economic Data NVDA Nvidia	FMP Stock News
Original source text Live Coverage Updates appear automatically as they are published. Live Updates 3 hours ago Live Analysts at Evercore ISI just reiterated an outperform rating on Nvidia (NASDAQ: NVDA), saying the tech giant is the best idea, as noted by CNBC. “We believe that the Tectonic Shift to the current Parallel Processing / IoT Computing Era started 5-to-8 years ago, and that NVDA is the dominant and the only full-stack chip.” As we kick off the third quarter, futures are in the red. The S&P 500 is down 0.23%, or by 17 points. The SPDR S&P 500 ETF (SPY) is down by 0.33%, or by $2.46. The Dow is down by 0.25%, or by 143 points. The Nasdaq is down by 0.81%, or by 247 points. Oil is back below $70 at $68.91. Bitcoin is up by $25.10 at $58,549.04. All as investors lock in profits and shift their focus to a busy day of economic data and comments from Federal Reserve Chair Kevin Warsh. All eyes on the Federal Reserve Investors are watching for remarks from Fed Chair Kevin Warsh at the European Central Bank’s annual forum in Portugal. Markets are looking for clues on the path of interest rates after stronger-than-expected labor market data cooled expectations for near-term rate cuts. Treasury yields climbed Tuesday, adding pressure to equities heading into today’s session. AI remains the market’s biggest story Artificial intelligence continues to dominate Wall Street. Analysts expect AI infrastructure companies to account for a significant share of corporate earnings growth this season, reinforcing optimism that technology will remain the market’s primary leadership group. At the same time, investors are becoming increasingly selective after months of outsized gains in chipmakers and AI software companies. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nike didn't make the cut. Grab the names FREE today. Nike tumbles after earnings Nike (NYSE: NKE \| NKE Price Prediction) shares are under pressure in premarket trading after executives warned that sales weakness—particularly in China—could continue despite the company posting better-than-expected quarterly results. EPS of 72 cents beat by 59 cents. Revenue of $11 billion, down 0.9% year over year, beat by $150 million. As quoted in a company press release, “We delivered fourth quarter results in line with our expectations, demonstrating financial discipline in an increasingly challenging operating environment, where sell-through remains challenged,” said Matthew Friend, Executive Vice President and Chief Financial Officer, NIKE, Inc. “We are improving the health of our business, managing our product portfolio and investing in marketplace elevation, while adjusting our operating costs for greater efficiency over time.” What investors are watching today Markets will be closely monitoring the ISM Manufacturing Index, additional labor market data, and comments from central bank officials for clues about the direction of interest rates. Investors are also beginning to position for Friday’s closely watched U.S. jobs report, which could influence expectations for the Fed’s next policy move. In short, after an extraordinary first half of the year powered by artificial intelligence and corporate earnings, Wall Street is entering July with momentum—but also heightened expectations. The next phase of the rally will likely depend on whether economic data continues to support growth and whether the AI sector can continue delivering the earnings needed to justify lofty valuations. Plus, there are concerns about what the Federal Reserve will do next and how it could potentially impact markets and the economy. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nike didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections. © Chris Hondros / Hulton Archive via Getty Images
	Saved 2026-07-01 16:50 24d ago Published 2026-07-01 10:36 24d ago	Why Nvidia stock is slipping over 2% today NVDA Nvidia	FMP Stock News
Original source text Nvidia stock NVDA edged lower on Wednesday as investors appeared to take profits across semiconductor stocks following a record-breaking first half for the sector. Shares of Nvidia fell 2.15% to $195.79 in early trading. The decline came after the stock gained 2.6% on Tuesday and reclaimed the $200 level for the first time in several sessions. Nvidia remains down nearly 7% over the past month, despite recovering from recent lows. The broader technology sector was also under pressure. The Nasdaq Composite fell 0.7%, while the S&P 500 lost 0.3%. The Dow Jones Industrial Average slipped 27 points. The weakness comes after a remarkable run for semiconductor stocks during the first six months of 2026. The VanEck Semiconductor ETF gained over 70% in the first half of the year, marking the strongest first-half performance since the fund's launch in 2000. Many of the sector's biggest winners experienced sharp pullbacks on Wednesday. Micron fell 6%, though the memory-chip maker remains up roughly 270% year to date. Sandisk dropped 8% after surging more than 850% during the first half. Broadcom declined about 1%, while AMD slipped around 4%. The sector's gains have been driven by expanding demand for artificial intelligence infrastructure, but investor enthusiasm has increasingly spread beyond graphics processing units to other parts of the semiconductor ecosystem. While Nvidia remains the dominant supplier of AI accelerators, the market narrative has broadened significantly during 2026. The first phase of the AI boom centered largely on graphics processing units, where Nvidia established a commanding position. More recently, investors have focused on areas such as memory chips, central processing units, and semiconductor manufacturing equipment. Companies, including Micron, have benefited from supply constraints in memory markets, while Intel and Advanced Micro Devices have gained from growing expectations that agentic AI systems will require significantly more CPU capacity alongside GPUs. The shift has contributed to Nvidia's relative underperformance despite continued strength in its underlying business. According to CNBC's Jim Cramer, Nvidia's stock may have become a source of funds for investors seeking exposure to other areas of the AI supply chain that appear earlier in their growth cycles. Nvidia shares rose roughly 1,000% between the launch of ChatGPT in late 2022 and the end of 2025, dramatically outperforming broader markets. That strong performance has left some investors looking elsewhere for the next phase of AI-related gains. Adding to the debate around semiconductor valuations, investor Michael Burry disclosed a new round of bearish positions targeting the sector. In a Substack post published Tuesday, Burry said he refreshed his wager against the iShares Semiconductor ETF by purchasing put options expiring in March 2027. The ETF includes major chipmakers such as Nvidia, AMD, Broadcom, Intel, Micron, and Applied Materials. Burry argued that semiconductor stocks have become significantly extended after the AI-driven rally. He pointed to the Philadelphia Semiconductor Index trading at one of its most stretched levels relative to its 200-day moving average. "The SOXX itself is a pure form of overvaluation in an index, a form that is rarely seen and never so easily recognized as such," Burry wrote. Investor concerns around Nvidia extend beyond valuation. As AI spending continues to expand, competition across the semiconductor industry has intensified. Memory suppliers, CPU manufacturers, custom-chip developers, and equipment makers are all capturing larger portions of AI-related investment budgets. Nvidia remains best known for its graphics processors, but investors are increasingly evaluating whether future AI infrastructure spending will be distributed more broadly across the industry.
	Saved 2026-07-01 16:50 24d ago Published 2026-07-01 12:13 24d ago	Nvidia is betting on a trillion-dollar robotics boom. Here is the hidden way to trade it. NVDA Nvidia	FMP Stock News
Original source text HomeInvestingYour Digital SelfYour Digital SelfNear-term revenue belongs to the motion and sensor companies supplying the industry’s buildoutJuly 1, 2026, 12:13 p.m. ET Nvidia CEO Jensen Huang has called humanoid robots a “multitrillion-dollar economic opportunity.” Photo: Getty Images/iStockphotoJensen Huang has taken to calling robotics and physical AI the next trillion-dollar opportunity for Nvidia NVDA, and the market takes the company’s CEO at his word. Nvidia’s physical-AI revenue has run past $9 billion over the trailing 12 months, up from $6 billion the year before, and analysts now treat robots as its second act. Nvidia’s ambition is to do for robotics what its CUDA platform did for accelerated computing. Huang has called humanoid robots a “multitrillion-dollar economic opportunity.” Nvidia’s newly announced Halos for Robotics safety stack sharpens the point: The company is building the software, compute and safety layer around humanoids, not trying to own the entire machine. Nvidia wants the operating layer underneath — and if physical AI scales the way factory automation has, it will get it.
	Saved 2026-07-01 16:50 24d ago Published 2026-07-01 12:18 24d ago	Nvidia: Don't Underestimate Digestion Risk, I'm Buying Harley Instead NVDA Nvidia	FMP Stock News
Original source text 6.85K Followers Analyst’s Disclosure: I/we have a beneficial long position in the shares of HOG, ADBE, ISRG, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I have downside protection in the form of QQQM puts. They are long-dated, December 2028. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
	Saved 2026-07-01 16:50 24d ago Published 2026-07-01 12:23 24d ago	Main Street Is Obsessively Watching Nvidia's Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying NVDA Nvidia	FMP Stock News
Original source text I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next one has only gotten stronger. NVIDIA (NASDAQ:NVDA \| NVDA Price Prediction) is down 13% in June and 7.55% over the past month, sitting at $194.97 while the company is printing the strongest fundamentals it has ever produced. That gap is why my finger keeps finding the buy button. The thesis is simple. I am buying the only company selling the picks and shovels for what Jensen Huang calls “the largest infrastructure expansion in human history.” The institutional rotation out of semiconductors leaves NVIDIA’s business intact while lowering the price I pay to own it. The Numbers That Keep Me Adding Start with Q1 FY2027. Revenue came in at $81.615 billion, up 85.23% year over year, beating consensus by 3.16%. Non-GAAP EPS landed at $1.87 versus the $1.7738 estimate, the fourth consecutive earnings beat. Net income grew 210.63% YoY to $58.321 billion. Free cash flow hit $48.554 billion, up 85.41%. Non-GAAP gross margin held at 75.0%, versus 60.8% a year ago. Those are platform margins, and they are widening. Growth is accelerating. Quarterly revenue growth moved from 55.6% to 62.5% to 73.2% to 85.2% across the last four quarters. Forward guidance calls for $91.0 billion in Q2 revenue, and that number assumes zero Data Center compute revenue from China. Then there is the capital return. The board raised the quarterly dividend from $0.01 to $0.25 per share and approved an additional $80.0 billion buyback authorization on top of $38.5 billion still outstanding. NVIDIA returned roughly $20.0 billion to shareholders in Q1 alone. At a forward P/E of 22 with revenue compounding above 80%, that math works for me. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. The Moat I Cannot Find Anywhere Else NVIDIA has Meta committed to millions of Blackwell and Rubin GPUs, OpenAI signed up for at least 10 gigawatts of NVIDIA systems, Anthropic at 1 gigawatt, and CoreWeave building 5+ gigawatts of AI factories by 2030. Data Center networking revenue grew 199% YoY, proof that the full-stack platform is being adopted alongside the GPUs. The $119.0 billion in supply commitments tells me management sees demand years out. The Risk I Refuse to Ignore China is gone from the Q2 outlook. Zero Data Center compute revenue assumed, against $4.6 billion in H20 shipments in the year-ago quarter. Insiders also sold heavily in June, including coordinated dispositions by CEO Jensen Huang, CFO Colette Kress, and three other executives at $207.41 on June 17. I sat with both facts. The China hole is real, and the company guided to $91 billion anyway. The insider sales follow pre-set 10b5-1 plans at prices above where I am buying today. The thesis holds. Why the Buy Button Stays Active The five-year return on NVIDIA is 878.06%. The ten-year is 16,943.1%. Those are history. I am buying the cash flows underneath them at a forward multiple of 22, with a 25x dividend hike fresh in the account and an $80 billion buyback at my back. The rotation handed me a price. I intend to use every dollar of it. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Contact [email protected] for any questions or corrections.
	Saved 2026-07-01 14:27 24d ago Published 2026-07-01 09:13 24d ago	Edge AI Could Become a Real TAM Expansion Story for NVIDIA NVDA Nvidia	FMP Stock News
Original source text Nvidia (NASDAQ:NVDA \| NVDA Price Prediction) may very well be the king of the so-called “AI Factories,” but the GPU titan also stands to gain as the AI revolution makes its way to the edge as well. Of course, there seems to be no slowing the great AI data center buildout. The buildout could continue to accelerate, gobbling up all of the DRAM, NAND, GPUs, and server racks, even as supply looks to make a bid to catch up to the unprecedented demand. Add water and electricity usage into the equation, and it’s clear that some structural forces are in play that could continue driving up the price of electrical components. The solution may very well lie in the rapid advancement of on-device AI. Indeed, not every personal prompt to manage one’s email needs to go to the cloud to run on one of the most advanced AI models out there (let’s say something Mythos grade). Nvidia’s got its ticket to the edge AI race As routing improves and more consumers look to buy smartphones and computers specifically for running AI applications, questions linger as to just how large the opportunity in the edge could be. You’ve probably heard about the smartphone supercycle or the rise of “AI PC” for some number of years now. Thus far, it hasn’t really materialized in a way that investors have expected. And while iPhone sales over at Apple (NASDAQ:AAPL) have been strong, it’s hardly anything that one could describe as a “supercycle” or anything close to it. With recent price increases due to the AI-induced RAM-magadden, questions linger as to whether consumers will be willing to pay up for that so-called “AI tax” for the next generation of devices. Either way, it’s just highly unusual for the firm to increase prices on iPads or Macs in the midst of a cycle. I guess that’s just how unprecedented the situation is. In any case, Nvidia has set its sights on the AI PC. And while the rise of edge AI might be a bit late to the party, I do think that it’s about to finally show up. As firms get “smart hybrid routing,” I do think that we could be moving on from the era of “tokenmaxxing” towards one of tokenminning,” as the right model is picked for the prompt. Any way you look at it, all of this bodes very well for the AI PC, which may finally be ready for prime time after experiencing limited success in the past two years. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Is the AI PC ready to get going? Microsoft (NASDAQ:MSFT), the innovator behind Copilot and AI PCs, is about to get a catalyst with Nvidia’s RTX Spark superchip. It’s not just another powerful chip. Rather, it’s something that could empower on-device agentic AI and change the game entirely. In a prior piece, I noted that with RTX Spark, Nvidia has pretty much punched its ticket to the edge AI race and that it could make Jensen Huang’s empire the king of AI, regardless of where models are run. As AI data centers scramble to get around bottlenecks (not enough RAM or NAND to go around, it seems), I do think that making the most of limited resources — and that includes incorporating AI PCs and smartphones — could be key to advancing the AI revolution without having to sit around, waiting for those massive data centers to come online as they power through various hurdles standing in the way of getting AI compute to where it needs to be. The TAM on the edge could be considerable For Nvidia, the big question is how large the total addressable market (TAM) could be as it finds its way inside the next generation of AI PCs. The most advanced RTX Spark chips could be a hot seller among professionals seeking to invest in an AI workstation to keep that token bill to a minimum. Add everyday consumers into the equation, and I do think that an AI PC supercycle could be the next theme that helps Nvidia get going again. Whether it’s supercomputing in the home or AI superclusters in the data center, it looks like Nvidia is positioned to win once again. And, in my view, that makes Nvidia stock look like a solid deal at $200 per share. Come the fall season, I think we’ll learn more about the true long-term potential of RTX Spark and products like it as they hit the consumer market. Given consumer hardware prices only seem to move higher, I certainly wouldn’t rule out the potential for “panic-selling,” especially if it becomes more evident that RAM shortages and all the sort are more structural than cyclical. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Contact [email protected] for any questions or corrections.
	Saved 2026-07-01 14:27 24d ago Published 2026-07-01 10:16 24d ago	Price Prediction: Nvidia Falls Below $5 Trillion, This is Where It'll End The Year NVDA Nvidia	FMP Stock News
Original source text NVIDIA’s (NASDAQ:NVDA \| NVDA Price Prediction) market cap slipped beneath the $5 trillion mark this month, and the stock has given back roughly a tenth of its value in 30 days. After a parabolic spring, the AI bellwether is taking a breath. Our model reads that breath as a buying opportunity. NVDA stock trades at $192.53, with a market cap of $4.663 trillion. Our 24/7 Wall St. price target for NVIDIA is $245.91, implying 27.73% upside over the next 12 months. The recommendation is buy, with confidence at 90%. 24/7 Wall St. Price Target Summary Metric Value Current Price $192.53 24/7 Wall St. Price Target $245.91 Upside 27.73% Recommendation BUY Confidence Level 90% The $5 Trillion Pullback in Context NVIDIA is down 8.62% over the past week and 9.34% over the past month, yet sits up 3.36% year to date and 24.36% over the past year. Shares are roughly 27% off the $236.26 52-week high, with a 52-week low of $151.29. The recent rotation stems from the SK Hynix HBM slowdown narrative and broader AI-chip profit-taking, while NVIDIA’s fundamentals remain intact. The Q1 FY27 report on May 20, 2026 showed revenue of $81.61 billion, up 85.23% year over year, with non-GAAP EPS of $1.87 beating consensus by 5.42%. Data Center revenue hit $75.25 billion (+92% YoY), networking grew 199%, and Q2 guidance came in at $91 billion. Management approved an $80 billion buyback and lifted the quarterly dividend to $0.25. The Case for $260 and Beyond If demand outpaces supply, the bull case takes NVDA to $259.20 by June 2027, a 34.63% return. CEO Jensen Huang describes the AI factory buildout as the largest infrastructure expansion in human history, with partners committing to multi-gigawatt deployments including 10GW with OpenAI, 1GW with Anthropic, and 5GW with CoreWeave by 2030. Total supply commitments sit at $119 billion, signaling management sees the order book firming. The average sell-side target is $298.93, with 58 Buy ratings against 2 Holds and 1 Sell. What Could Go Wrong The bear case takes NVDA to $212.99 over 12 months, still a positive 10.62% return. Risks include China Data Center compute revenue now assumed at zero in guidance, execution risk on the $119 billion supply commitment if hyperscaler capex slows, and competitive pressure from Amazon Trainium and open-source models trained on Huawei silicon. Insiders have been net sellers across 9 recent transactions. Those sales are routine 10b5-1 dispositions while the company authorized an $80 billion buyback, a stronger institutional signal. Why the Dip Looks Attractive The 24/7 Wall St. price target of $245.91 reflects 27.73% upside with 90% confidence and a buy rating. The combination of 85% revenue growth and forward guidance implying acceleration into Q2 tips the scale. The setup favors investors who can tolerate a beta of 2.2 and the China overhang. The thesis weakens for those who believe hyperscaler capex peaks in 2026, as the multiple has little margin for that disappointment. Here is where our model projects NVIDIA could trade, assuming current growth trajectories hold. Year 24/7 Wall St. Price Target 2026 $216.81 2027 $262.00 2028 $305.00 2029 $348.00 2030 $391.74 These projections assume NVIDIA executes on its Blackwell and Vera Rubin roadmap. Restored China access could drive significant upside, while a reset in hyperscaler spending would compress multiples. Contact [email protected] for any questions or corrections.
	Saved 2026-07-01 14:27 24d ago Published 2026-07-01 10:20 24d ago	Nvidia's China Chip Tailwind Might Be Discounted NVDA Nvidia	FMP Stock News
Original source text For some reason or another, shares of Nvidia (NASDAQ:NVDA \| NVDA Price Prediction) just can’t seem to get going. For a Mag Seven stock, though, Nvidia is doing just fine. But for a semiconductor name, it’s been tough to hang onto the shares while watching the rest of the industry take off by another triple-digit percentage points this year. Indeed, perhaps the boom going on in the AI chip scene is more to do with a “correction” to the upside as investors view the names as not cyclical, but structural growers this time around. With the profits flowing in quickly across the “picks and shovels” plays, perhaps Nvidia is the last bargain standing within the wild world of semiconductor names. The $4.8 trillion GPU titan is poised to keep selling its latest and greatest as firms across the board look to scale up or run the risk of conceding ground to a rival in a race where only the gold medal leads to that massive payday, at least when it comes to high-end AI at the absolute frontier. Picks and shovels are continuing to win big in the great AI buildout Of course, scaling up and procuring as many GPUs as possible for those next-generation data centers isn’t enough. For AI labs at the absolute cutting edge, more research and a move beyond large language models (LLMs) towards world models and Mixture-of-Experts (MoE) architectures could be the right path towards some form of superintelligence or artificial general intelligence (AGI). In any case, Anthropic’s Claude Mythos model has arguably been the big story of the year for AI. It worsened the so-called SaaS-pocalypse, which hasn’t yet fully healed. More recently, China supposedly matched the powerful model when it comes to cybersecurity applications. That lead that Anthropic had certainly did not last long. Whether or not this represents another DeepSeek moment, though, remains the trillion-dollar question. Any way you look at it, Zhipu’s GLM-5.2 model is profoundly powerful. And what’s most striking is that it’s far cheaper to run than the likes of a Claude Mythos. China is not far behind in the AI race Perhaps the great Jensen Huang, who previously noted that China is just “nanoseconds” behind the AI race, was 100% right. With China now possessing a powerful model that can hunt bugs just as well as Mythos, questions linger as to what the AI race now looks like. Perhaps Jensen Huang was also right in that America should look to control the hardware stack. And, with that, perhaps it’s time to think about the bull case that sees Nvidia sell more chips (perhaps beyond the H200) into the Chinese market. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. With Huawei gaining traction on AI chips, it’s clear that America may very well be losing its grip on the Chinese market. Add Huawei’s CUDA-like ecosystem into the equation, and it might be tough to gain ground in the market, as China’s silicon floors it. For now, it feels like China’s sales of Nvidia chips aren’t priced in the slightest. Maybe working together is the way to go in order to mitigate the potential dangers of AI at the frontier. Who knows? Perhaps some sort of “grand bargain” sees China sending DRAM over, while buying more Nvidia GPUs could greatly benefit both sides, taking out pain in the AI buildout while mitigating risks associated with the technology itself. While Huawei is firing on all cylinders now, my bet is that Nvidia will remain ahead just about every step of the way. That’s the big bargaining chip America has, and it might just be played if a deal can be ironed out. Perhaps chipping away at Huawei’s monopoly is the move, while keeping China dependent on American technology (made pricier with tariffs), that’s intentionally a step behind the latest and greatest. I don’t know about you, but I think Nvidia is right again about the benefits of selling Nvidia technology into China. Whether China sales ever end up moving the needle for Nvidia, though, remains the big question. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Contact [email protected] for any questions or corrections.
	Saved 2026-07-01 12:03 24d ago Published 2026-07-01 05:37 25d ago	Which "Magnificent Seven" Stock Is Reporting the Fastest Revenue and Profit Growth? NVDA Nvidia	FMP Stock News
Original source text When discussing the market's performance over the past few years, it's impossible not to mention the "Magnificent Seven" stocks. This group's rise has driven its collective share of the S&P 500's value to about 33%, according to research from The Motley Fool. But which of the high-profile technology companies in the "Magnificent Seven" is reporting the fastest revenue and profit growth? Image source: Getty Images. Investors are currently witnessing an unprecedented artificial intelligence (AI) build-out. Cloud computing platforms, AI labs, and even governments need access to powerful graphics processing units to train and deploy AI models. Nvidia (NVDA +2.66%) is the winner of this trend. The top AI stock posted unbelievable year-over-year revenue growth of 85% in its fiscal 2027 first quarter (ended April 26). Demand for its chips has been off the charts. And management doesn't think the party will stop. Chief financial officer Colette Kress said on the earnings call that AI infrastructure spending will total $3 trillion to $4 trillion by the end of the decade. Today's Change ( 2.66 %) $ 5.19 Current Price $ 200.16 Nvidia's profit gains have been even more impressive. In Q1, the company's diluted earnings per share skyrocketed 214%. This bottom-line metric is up an astonishing 2,815% since the first quarter of fiscal 2024 three years ago, as the business sits in the driver's seat of the ongoing AI boom. These incredible financial gains have made Nvidia the world's most valuable company, with a market cap of $4.7 trillion. Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.
	Saved 2026-07-01 12:03 24d ago Published 2026-07-01 06:07 25d ago	How Nvidia Stock Is Trading Today NVDA Nvidia	FMP Stock News
Original source text Nvidia stock is still looking to establish a floor around the $200 level amid a recent selloff.
	Saved 2026-07-01 12:03 24d ago Published 2026-07-01 07:19 25d ago	Trading expert sets date when Nvidia stock will crash to $165 NVDA Nvidia	FMP Stock News
Original source text Technical analyst TradingShot has projected a possible $165 drop in Nvidia (NASDAQ: NVDA) stock, with the decline expected by late August 2026. The Nvidia stock crash prediction, shared in a TradingView post on June 30, is based on a weekly ascending triangle pattern currently in its bearish leg, the same setup that preceded a similar move in February 2025. Notably, Nvidia stock is rebounding this week after nearly touching its one-week 50-period moving average for the first time since the week of March 30, 2026. NVDA stock price analysis chart. Source: TradingView TradingShot stated that this bounce mirrors the one from February 2025, which also occurred during the bearish leg of the same ascending triangle structure. In this line, Nvidia ended the last trading session up more than 2% at $200. Significance of NVDA stock at $165 According to TradingShot, both fractals show identical weekly RSI sequences. Based on that repeating pattern, the next target before any sustainable rebound can be discussed is the one-week 100-period moving average, which aligns with support at $165. That level previously acted as a floor earlier in the ascending triangle, making it a technical target rather than an arbitrary figure. At the same time, Nvidia’s weekly chart has formed a broader ascending triangle since 2024, marked by higher highs against a flatter support line. The pattern has repeated twice: through the 2024-to-early-2025 uptrend and again during the 2025-to-2026 rally that pushed NVDA above $230 in May 2026 before pulling back. In both cases, the price tested the rising trendline, pulled back, bounced off the one-week MA50, and then continued toward the one-week MA100 and support. TradingShot’s analysis places Nvidia in the early stage of that same sequence now. A weekly close back above the $230 highs would weaken the bearish case and favor continuation of the broader uptrend. A break below $165 support, on the other hand, would open the door to a deeper move toward the one-week 200-period moving average, a level not tested since the triangle began forming. Nvidia’s strong fundamentals Interestingly, the pullback stands in contrast to Nvidia’s underlying financial performance. Latest-quarter revenue grew 85% year over year, with adjusted earnings rising 139%, while the company posted an adjusted net margin of 55.7%. For full fiscal 2026, revenue reached $215.9 billion, up 65% from the prior year, including fourth-quarter revenue of $68.1 billion, a 73% year-over-year increase. CEO Jensen Huang pointed to exponential growth in computing demand tied to agentic AI adoption, with the Blackwell platform reducing the cost per token by an order of magnitude compared with prior generations. Nvidia is also projecting $3 trillion to $4 trillion in industry-wide data center capital expenditure by 2030.

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