The semiconductor giant Nvidia (NASDAQ: NVDA) has been one of the best-performing stocks not only in 2024 but also in the last two years. Despite Nvidia Corporation’s staggering success – and the equally dazzling growth that ensured the chipmaker’s valuation rose by about $3 trillion in 24 months – it has disappointed one group of investors.Specifically, thanks to NVDA’s low dividend yield –  investors who purchased $1,000 worth of Nvidia shares would have received only $0.20 at the latest payment date – fi ...

Semiconductor companies have been on a steady and rather rapid upward climb in the last two years — primarily because of the rapid expansion of artificial intelligence. Returns have been stellar throughout 2024, with Nvidia (NASDAQ: NVDA) arguably raking in the lion’s share of the gains.The Jensen Huang-led tech titan currently has a market capitalization of approximately $3.34 trillion — with many expert analysts speculating that it could end up being the first company with a $4 trillion valuation.At press ...

After reporting impressive results for Q3 2024, Tesla (NASDAQ: TSLA) was on track to claim the $300 mark, but the share price has since retraced.Despite the stock’s decline, $300 remains a key target for the electric vehicle manufacturer as it navigates the rollout of new technologies and products.At the close of the last trading session, TSLA was valued at $242.84, dropping almost 2.5% for the day. Over the past week, the share price has plunged more than 8%, marking a five-day losing streak. With these ex ...

Core Viewpoint - Bill Gates has sold approximately $200 million worth of Ecolab (ECL) stock, raising questions about the company's long-term prospects despite still holding a significant stake [2][4][6]. Group 1: Investment Actions - The Bill & Melinda Gates Foundation Trust holds positions in 23 stocks, with a concentrated portfolio where Microsoft, Berkshire Hathaway, Waste Management, and Canadian National Railway account for 84% of the holdings [2]. - Gates sold 796,813 shares of Ecolab between October 31 and November 4, with prices ranging from $243.14 to $249.86, totaling approximately $193,625,559 [4]. - Despite the sale, Gates retains 30,388,741 shares of Ecolab, indicating a continued significant investment in the company [5]. Group 2: Ecolab's Financial Performance - Ecolab's Q3 2024 earnings report showed an EPS of $1.83, slightly above analyst estimates of $1.82, but revenue fell short at $3.99 billion compared to forecasts of $4.03 billion [4]. - The company raised its full-year EPS guidance from a range of $6.50 – $6.70 to $6.60 – $6.70 [4]. Group 3: Market Sentiment and Analyst Ratings - Ecolab's stock has seen a year-to-date price increase of 23.36%, although it has decreased by 4.78% over the past week [2]. - Wall Street analysts remain optimistic, with Ecolab rated as a consensus 'Buy' and an average price target of $278.68, representing a potential upside of 13.98% [7]. - The range of one-year price forecasts from 19 analysts for Ecolab includes a maximum estimate of $310.00 and a minimum of $235.00 [9].

Tesla (NASDAQ: TSLA) is among the major Wall Street names under the lens of investors and analysts ahead of the United States presidential election.Interest in the electric vehicle (EV) manufacturer is heightened, given CEO Elon Musk is a crucial ally of Republican nominee Donald Trump. In this context, Wedbush Securities analyst Dan Ives has outlined what to watch for regarding Tesla if Trump wins the White House for a second term. Ives, a Tesla bull who sees the company potentially reaching a valuation of ...

Core Viewpoint - Semiconductor companies, particularly Nvidia, have experienced significant stock performance due to the rise of AI adoption, but concerns about valuations and potential corrections loom [1]. Group 1: Nvidia's Performance and Market Position - Nvidia's year-to-date returns stand at 188.08%, with current shares trading at $138.76, reflecting a 3.61% loss over the past week [1]. - The company's market capitalization is approximately 12% of the United States GDP, raising concerns about overvaluation and the possibility of a market correction if AI is in a bubble [1]. Group 2: Risks from Super Micro Computer (SMCI) - SMCI, a key customer for Nvidia, faces potential delisting due to regulatory noncompliance, which could trigger a selloff of Nvidia shares [2]. - Nvidia's revenue is highly concentrated, with 46% coming from just four customers, and SMCI is estimated to account for nearly 9% of Nvidia's revenue [3][4]. Group 3: SMCI's Recent Troubles - SMCI's stock plummeted by 30% following allegations of accounting fraud and the resignation of its auditor, Ernst & Young [5]. - The company is at risk of being delisted on November 16, coinciding with Nvidia's Q3 2025 earnings report, which could negatively impact investor sentiment regarding AI spending [6]. Group 4: Nvidia's Strategic Response - Nvidia is reportedly shifting orders away from SMCI to other customers, mitigating the impact of SMCI's potential downfall [7]. - Demand for Nvidia's latest Blackwell architecture chips is extremely high, with products sold out for the next 12 months, suggesting that Nvidia can compensate for any revenue loss from SMCI [8].

Advanced Micro Devices (NASDAQ: AMD) recently reported its fiscal Q3 earnings, revealing a mixed bag that left investors divided.The company’s earnings per share met expectations at $0.92, while revenue exceeded predictions at $6.8 billion, compared to the anticipated $6.7 billion.Despite these positive results, AMD’s stock tumbled over 9% following a conservative Q4 revenue outlook of $7.2 billion to $7.8 billion, below Wall Street’s midpoint estimate of $7.55 billion. AMD one-month stock price.Source: Fin ...

Eli Lilly (NYSE: LLY), one of the U.S.’s foremost pharmaceutical giants, faced a sharp 8% drop in its stock price after reporting disappointing third-quarter results, erasing nearly $70 billion from its market value.The pharmaceutical giant missed both earnings and revenue expectations, prompting several analysts to lower their price targets.LLY five-day stock price chart. Source: FinboldAt the time of writing, LLY stock is down over 8% in the 5-day chart to its press-time price of $818. Sales miss sparks i ...

Warren Buffett’s Berkshire Hathaway (NYSE: BRK.A) has made another significant reduction in its Apple (NASDAQ: AAPL) holdings, marking four consecutive quarters of sell-offs in its largest equity stake. According to Berkshire’s Q3 2024 earnings report, the Omaha-based conglomerate held $69.9 billion in Apple shares at the end of September, a stark decrease from its peak value of $174.3 billion in late 2023.The recent sale trimmed Berkshire’s Apple stake by nearly 25%, reducing it to approximately 400 millio ...

Microsoft’s (NASDAQ: MSFT) stock technical setup is signaling more losses ahead as the equity faces bearish pressure, with investors digesting the company’s Q3 earnings report.In the last trading session, MSFT attempted a recovery, ending the day up almost 1% at $410.37. The recent sell-off has seen the stock drop nearly 5% on the weekly chart.MSFT one-day stock price chart. Source: Google Finance Looking at the technical indicators, MSFT has formed its first death cross since March 2022. Notably, this char ...