There's little doubt that Nvidia NVDA is the stock of the decade so far, and as it hit a $4 trillion valuation, there remains plenty of optimism for further sustained growth. Nvidia was up 17.65% in the first half of 2025 amid challenging economic conditions for many Wall Street tech firms amid President Trump's bold strategy on reciprocal tariffs. However, the chipmaker has been buoyed by the gains made by its products in training leading artificial intelligence models, which has fueled global demand. This ...

At first glance, Advanced Micro Devices Inc. (NASDAQ: AMD) and Nvidia Corp. NVDA appear to belong in the same valuation range. Both trade in the 40x forward earnings range. But that's where the similarities end – and where the pricing disconnect begins.Margins Matter — And Nvidia's Are UntouchableNvidia isn't just growing – it's a profit machine. With 58% operating margins, 86% TTM revenue growth, and a balance sheet that boasts $43 billion in net cash, Nvidia runs like Apple Inc. AAPL but grows like a star ...

U.S. stock futures were mostly lower this morning, with the Dow futures falling around 0.2% on Thursday.Shares of Abbott Laboratories ABT fell sharply in pre-market trading after the company issued third-quarter adjusted EPS guidance below estimates.Abbott posted adjusted earnings of $1.26 per share, beating market estimates of $1.25 per share. The company's sales came in at $11.142 billion versus expectations of $11.068 billion.Abbott Laboratories said it sees third-quarter adjusted EPS of $1.28 to $1.32, ...

U.S. Bancorp USB will release earnings results for the second quarter, before the opening bell on Thursday, July 17.Analysts expect the Minneapolis, Minnesota-based company to report quarterly earnings at $1.07 per share. It reported 97 cents per share in the previous year. U.S. Bancorp is also projected to report quarterly revenue of $7.07 billion. Compare that to $6.84 billion a year earlier, according to data from Benzinga Pro.On July 1, U.S. Bancorp raised its quarterly cash dividend from 50 cents to 52 ...

PepsiCo, Inc. PEP will release earnings results for the second quarter, before the opening bell on Thursday, July 17.Analysts expect the soft drink and snack company to report quarterly earnings at $2.03 per share. It reported $2.28 per share in the previous year. PepsiCo is also projected to report quarterly revenue of $22.3 billion. Compare that to $22.5 billion a year earlier, according to data from Benzinga Pro.On July 15, PepsiCo and Cargill announced a strategic collaboration to advance regenerative a ...

Core Insights - NVIDIA is aiming to enhance its presence in China by introducing more advanced AI chips, moving beyond its current offerings [1][2] - The company has resumed sales of the H20 chip to China after a temporary ban, which had significant financial repercussions [3][4] Group 1: Company Strategy - NVIDIA's CEO Jensen Huang expressed the intention to provide more sophisticated chips to China as technology evolves and regulations allow [2][3] - The H20 chip, designed to comply with U.S. export rules, was previously banned, leading to a $4.5 billion charge for unsold inventory and $2.5 billion in lost revenue in the first quarter [4] Group 2: Market Implications - Huang highlighted the potential of China's AI market, projected to reach $50 billion in the coming years, indicating that losing access to this market would be detrimental for U.S. tech firms [5] - The CEO warned that if U.S. companies are excluded from the Chinese market, local competitors like Huawei could gain a significant advantage [5] Group 3: Regulatory Challenges - Huang noted that export controls are beyond NVIDIA's control and can disrupt business operations, emphasizing the need to inform governments about the unintended consequences of their policies [6]

Kinder Morgan, Inc. KMI released its second-quarter results after Wednesday's closing bell. Here's a look at the key figures from the quarter. The Details: Kinder Morgan reported quarterly earnings of 28 cents per share, which beat the analyst consensus estimate of 27 cents, according to Benzinga Pro.Quarterly revenue came in at $4.04 billion, which beat the analyst consensus estimate of $3.74 billion and is an over revenue of $3.572 billion from the same period last year.Read Next: Rare Earth Royalty: Meet ...

The U.S. Department of Energy announced a pivotal new program to resurrect America’s nuclear fuel supply chain, a development that potentially places domestic uranium producer Energy Fuels Inc UUUU in a favorable position.What To Know: The DOE on Wednesday issued a Request for Application inviting qualified U.S. companies to build and operate nuclear fuel production lines. This initiative aims to eliminate U.S. reliance on foreign enriched uranium and fuel the nation’s advanced reactor development.Energy Fu ...

Needham analyst N. Quinn Bolton maintained a Buy rating on Nvidia NVDA and raised the price forecast from $160 to $200 on Wednesday.Nvidia is preparing to resume shipments of its H20 GPUs to China after the U.S. government approved export license filings, according to CEO Jensen Huang, Bolton noted. The green light comes after April's export controls blocked $2.5 billion in H20 shipments during fiscal first-quarter 2026 and halted another $8 billion in scheduled deliveries for fiscal second-quarter 2026, th ...

J.B. Hunt Transport Services JBHT is experiencing a modest share price increase on Wednesday as the market digests its latest earnings report.Total operating revenue for the current quarter was $2.93 billion, flat with the second quarter of 2024. Operating income for the current quarter decreased 4% to $197.3 million versus $205.7 million for the second quarter of 2024.Following the results, analysts offered their key reactions. Benchmark analyst Christopher Kuhn reiterated a Buy rating on the stock, mainta ...