The holiday season is set to provide a much-needed boost to the retail sector, with consumer spending projected to hit a record average of $902 per person, according to the National Retail Federation. This represents a notable increase from last year’s $877, driven by easing inflation and improved economic conditions following the Federal Reserve’s rate cuts. Cyber Week, the five-day shopping period including Thanksgiving, Black Friday, and Cyber Monday, has become a cornerstone of the retail calendar. Onli ...

The share price of Nvidia (NASDAQ: NVDA) has received a rare downgrade, with analysts pointing to the chipmaker’s potentially tempered near-term margins.Specifically, Nvidia received a cautious downgrade from Phillip Securities, which revised its rating from ‘Buy’ to ‘Accumulate.’Investment management firm analyst Yik Ban Chong downgraded Nvidia despite its strong third-quarter performance for fiscal year 2025. However, the analyst expressed concerns over the lower initial gross margins anticipated for Nvid ...

A technical strategist has warned that Nvidia’s (NASDAQ: NVDA) dominance in artificial intelligence might be challenged due to its enormous valuation.In this context, Blue Chip technical analyst Larry Tentarelli offered a cautious yet optimistic outlook for the chipmaker, warning that the company’s $3.6 trillion market capitalization might hinder its ability to outperform smaller players in the AI scene, as noted in an X post on November 22.Despite this warning, Tentarelli pointed out that Nvidia will likel ...

Core Viewpoint - The Department of Justice (DOJ) has proposed that Google divest its Chrome browser as part of antitrust remedies, significantly escalating its legal battle against the company, which is accused of maintaining an illegal monopoly in internet search and advertising [1][2][3]. Group 1: Antitrust Lawsuit Details - The DOJ's lawsuit against Google, initiated in 2020, highlights concerns over Google's market dominance and unfair practices that suppress competition from rivals like Bing and DuckDuckGo [3]. - A federal judge ruled on August 5, 2024, that Google held an illegal monopoly in online search and advertising, controlling 89.2% of the search market [4]. - The case is compared to the government's antitrust action against Microsoft in the late 1990s, marking it as one of the most aggressive actions taken [2]. Group 2: Proposed Remedies - The DOJ's remedies include the divestiture of Chrome, which is crucial for Google's ad targeting, and preventing Google from entering exclusionary agreements with companies like Apple and Samsung [5][6]. - Additional proposals aim to stop Google from prioritizing its search engine within its ecosystem and to provide competitors with affordable access to its web index [7]. - The possibility of divesting Google's Android operating system is also mentioned, which could disrupt the mobile ecosystem if implemented [8]. Group 3: Market Reaction and Implications - Following the DOJ's announcement, Google's stock fell over 4%, reflecting investor concerns about the potential dismantling of key parts of its business [9][12]. - Chrome, while not a direct revenue generator, is integral to Google's strategy, contributing to user engagement and ad revenues, which totaled $65.6 billion in the third quarter [9]. - Analysts warn that losing Chrome could lead to reduced revenue from core services like Search and YouTube, impacting overall business performance [10]. Group 4: Ongoing Legal Challenges - A second DOJ antitrust case against Google, focusing on its dominance in the online advertising market, is currently underway, further complicating the company's legal landscape [11]. - The federal court has scheduled a two-week hearing in April 2025 to assess necessary changes for Google to comply with antitrust laws, indicating ongoing scrutiny of its business model [15].

One of the most influential media conglomerates in the world, Disney (NYSE: DIS) hasn’t exactly been on a smooth trajectory over the last couple of years. After the outsized impact that Covid-19 had on the business, its foray into streaming with Disney+ ran into roadblocks. All the while, Disney was faced with boycotts, box office failures, and an inability to navigate the modern media ecosystem without current CEO Bob Iger, who has had to return to the role after a brief retirement.In early 2021, DIS stock ...

Since the beginning of the rapid rise of AI, Nvidia’s (NASDAQ: NVDA) quarterly earnings reports have been some of the most highly-anticipated days in the year. Nvidia stock has been one of the best performers of the S&P 500 thus far — but the company’s high valuation remains a pivotal concern.On November 20, the semiconductor business released its Q3 FY2025 earnings call — and although it was a beat both in terms of earnings and revenue, sell-side pressure won out.At press time, NVDA stock was trading at $1 ...

By November 21, 2024, streaming trailblazer Netflix (NASDAQ: NFLX) appears to have left its old stock market woes – woes that severely threatened the company in 2022 as share prices fell from nearly $700 to under $200 – far behind.Much of the company’s growth since the start of the year was driven by the rollout of new products and features, with the ad-supported subscription tier perhaps being the most impactful development.In total, NFLX shares are up 80.80% in the green year-to-date (YTD) to their press ...

In the midst of the AI bull run, various sympathy plays have emerged — primarily in the tech sector. Data cloud business Snowflake (NYSE: SNOW) is in such a position, but SNOW shares have lagged behind the wider market throughout most of 2024.Most notably, renowned billionaire investor Warren Buffett completely divested his stake in Q2 2024 — in spite of the fact that the average price target at the time saw a 50% upside for the stock.SNOW stock hasn’t managed to recoup all of its losses — yet. Snowflake sh ...

Nvidia’s (NASDAQ: NVDA) latest quarterly report caused a significant stock market splash. Investors were, at least in the beginning, far from impressed despite the company beating earnings and revenue forecasts.Though the situation has stabilized, and NVDA shares are back in the green in the November 20 to November 21 pre-market, having risen 1.69% from their latest closing price of $145.89 to their press time price of $148.35, one prominent market expert estimates a greater correction is ahead.NVDA stock 5 ...

The chipmaking giant Nvidia (NASDAQ: NVDA), one of the most impressive blue-chip stocks in the 2024 market and a pivotal player in the artificial intelligence (AI) boom, experienced a somewhat unexpected share price drop in the extended session between November 20 and November 21. The crash – which amounts to 3.41% at press time – came as a surprise as it followed an otherwise strong Q3 earnings report published after the closing bell on Wednesday. Specifically, Nvidia announced an earnings-per-share (EPS) ...