I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and an investment consultant. I also completed CFA Level II in 2024. I previously worked in the oil and gas sector before making a career change. I began studying global equities to invest my ...

责任编辑：张俊 SF065 英伟达股价下跌约5%，势创自去年四月以来最差单日表现。这一走势发生在这家芯片制造商公布的季 度业绩超出预期、同时其营收指引也高于预估之后。 英伟达股价下跌约5%，势创自去年四月以来最差单日表现。这一走势发生在这家芯片制造商公布的季 度业绩超出预期、同时其营收指引也高于预估之后。 责任编辑：张俊 SF065 ...

Nvidia expects gaming chips shortage to last until year-end February 26, 20267:41 PM UTCUpdated ago By Reuters Nvidia logo and rising stock graph are seen in this illustration created on August 27, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab Feb 26 (Reuters) - A global shortage of gaming chips could last until the end of this year, an Nvidia (NVDA.O), opens new tab executive has said, signaling more pain for the video game industry that is already buckling under ...

It may be staging a classic false breakout.  This would suggest a continued move lower. It's why Nvidia is the Stock of the Day. • What’s weighing on NVDA shares?It is unfortunate that technical analysis has a dubious reputation on Wall Street. But it isn't surprising.Most technical analysts don't understand market dynamics and price action. They look for patterns on charts without understanding why these patterns form and what they mean. This is why so many technical analysts are unsuccessful.Chart pattern ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Bombardier has chance to boost business jet sales in India, says CEO | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Item 1 of 2 A view shows Bombardier's private jet completion center in Montreal, Quebec, Canada February 6, 2025. REUTERS/Evan Buhler[1/2]A view shows Bombardier's private jet completion center in Montreal, Quebec, Canada February 6, 2025. REUTERS/Evan Buhler [Purchase Licensing Rights, opens new tab]MONTREAL, Feb 26 ...

Market Overview - The VIX index is above 20, indicating increased market volatility, while the S&P 500 is at session lows with Nvidia down 5% [1] - There is significant downward movement in chip stocks, despite the IGV (iShares Expanded Tech-Software Sector ETF) showing an increase [2] Nvidia Performance - Nvidia's recent results were disappointing despite good guidance and margins, leading to skepticism about its stock valuation [2][3] - The stock's performance reflects ongoing concerns about potential inflection points in capital expenditures that are hard to predict [3] Semiconductor and Software Sector Analysis - The semiconductor sector reached an all-time high recently, but the sentiment remains negative, particularly in the software sector [4] - The software sector is viewed as uncertain, with long-duration assets facing challenges due to AI disruption risks [5] Technical Indicators - There are signs of seller exhaustion in the software sector, with a positive divergence noted in relative strength indicators [6][12] - The IGV ETF has shown some near-term rally potential, but there is caution about calling a bottom in the software market [7][10] Salesforce Insights - Salesforce has announced a $50 billion buyback, which is significant given its market cap of $180 billion, indicating confidence from management [10][11] - The stock has seen a substantial decline of 25% year-to-date, with notable divergences between software and the NASDAQ since 2001 [12] Future Outlook - The potential for a mean reversion bounce exists, but predicting the long-term impact of AI on software margins and productivity remains uncertain [12][13] - The market is in a mixed state, particularly among major tech stocks, with ongoing analysis required to gauge future trends [13]

While Nvidia's latest results were deemed "phenomenal,†a massive shift in trading flows has sent software stocks rising as investors ditch AI chip names. ...

摩根士丹利：将英伟达(NVDA.O)目标价从250美元上调至260美元， 维持"增持"评级。 本文源自：金融界AI电报 ...

分组1 - The data center sector is expected to see significant growth, with projections indicating a 70% growth rate and potential for 30% to 40% growth in the coming year [1] - NVIDIA is positioned as a dominant player in the chip market, with expectations to capture 15% to 20% of the market share over the next few years [4] - There is a competitive landscape emerging, with big tech companies attempting to develop their own chips, but NVIDIA remains a key player in sectors like autonomous robotics [6] 分组2 - Concerns exist regarding the software sector, where investors are uncertain about the potential threats posed by new entrants, despite established companies like Salesforce and Microsoft maintaining strong positions [8] - The current market sentiment appears to favor semiconductor and hardware sectors, while software stocks are experiencing a downturn, presenting potential buying opportunities for investors [9][10] - The narrative in the market is currently bearish, but this sentiment is expected to be short-lived, suggesting potential for recovery and investment opportunities in the future [14]