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Nvidia Isn't Dead. But These Dividend ETFs Are Crushing It.
Barrons· 2026-02-02 18:28
Funds investing in high -yielding stocks like Exxon Mobil, Ford, Coca-Cola and Walmart are blowing it out of the water. ...
How a Trio of Innovation ETFs Offers Varied AI Investing Exposure
Etftrends· 2026-02-02 18:23
How a Trio of Innovation ETFs Offers Varied AI Investing ExposureETF Trends is now VettaFi. Read More -- AI investing remains a top priority for investors ahead of 2026. Finding the right way into that trend, however, is the real task. While many are satisfied with simply tracking AI investing's impact via broad market indexes, innovation ETFs can stand out even more. By combining multiple innovation-related ETFs as part of an overall AI investing allocation, for example, investors can get diversified expos ...
Why Nvidia (NVDA) is Poised to Beat Earnings Estimates Again
ZACKS· 2026-02-02 18:11
Core Viewpoint - Nvidia is well-positioned to continue its earnings-beat streak in upcoming reports, particularly due to its strong performance in the semiconductor industry, specifically in graphics chips for gaming and artificial intelligence [1]. Earnings Performance - For the most recent quarter, Nvidia reported earnings of $1.30 per share, exceeding the expected $1.24 per share, resulting in a surprise of 4.84% [2]. - In the previous quarter, Nvidia's earnings were $1.05 per share against an expectation of $1.00 per share, leading to a surprise of 5.00% [2]. Earnings Estimates and Predictions - Nvidia's earnings estimates have been trending higher, supported by its history of earnings surprises, with a current Earnings ESP of +2.18%, indicating bullish sentiment among analysts [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong likelihood of another earnings beat in the upcoming report [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7].
Nvidia's $100 Billion OpenAI Bet Is A 'Validation Moment' For Tech Stocks: Analyst
Benzinga· 2026-02-02 18:00
Wedbush analyst Dan Ives said recent headlines around NVIDIA Corp (NASDAQ:NVDA) and OpenAI have intensified investor scrutiny, but he views the developments as constructive steps that reinforce the long-term momentum of the AI revolution. • NVIDIA stock is trading near recent highs. What should traders watch with NVDA?Nvidia's OpenAI Investment Under the MicroscopeIves said investor anxiety around circular financing and "too big to fail" concerns tied to OpenAI has turned Nvidia's planned investment into a ...
Artemis Buys $104 Million of Commercial Metals Stock in Large New Stake
Yahoo Finance· 2026-02-02 17:18
What happened According to an SEC filing dated Feb. 2, 2026, Artemis Investment Management LLP initiated a new stake in Commercial Metals Company (NYSE:CMC) by acquiring 1,501,906 shares during the fourth quarter. The estimated transaction value was $103.96 million, calculated using the quarter’s average share price. The quarter-end value of the position matched this figure, reflecting the combined impact of the share purchase and any price movement during the period. What else to know Artemis’s new Com ...
Nvidia facing internal pushback on OpenAI investment plan: report
Proactiveinvestors NA· 2026-02-02 16:45
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Nvidia Stock Dips On OpenAI Funding Issues
Investors· 2026-02-02 16:35
Nvidia Stock Dips On OpenAI Funding Issues | Investor's Business DailyBREAKING: [Stocks Swing Higher; Disney, Oracle Are Early Movers]---Nvidia (NVDA) stock dipped Monday on conflicting news reports that the artificial intelligence chipmaker lacked confidence in major customer OpenAI and might have doubts about how much to fund it. The Wall Street Journal reported Friday that Nvidia's plan to invest up to $100 billion in OpenAI to help it train and run AI models had stalled. Nvidia insiders expressed…## Rel ...
Analysts revisit Nvidia-backed AI stock ahead of earnings
Yahoo Finance· 2026-02-02 16:33
Nvidia is not just a leader in artificial intelligence chipmaking. It is also a key investor, whose backing is often a major reason a stock attracts market interest. That is now playing out with CoreWeave. The company has become Nvidia’s largest disclosed holding, accounting for 86.4% of its portfolio as of the end of the third quarter of 2025. CoreWeave (CRWV) is a cloud infrastructure company focused on GPU-powered computing for AI and machine learning workloads. Its data centers run on Nvidia chips, a ...
Nvidia and Oracle are sending similar warning signs about the AI trade
MarketWatch· 2026-02-02 16:23
Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could be on shaky ground, according to one analyst. ...