Semiconductor industry leader NVIDIA Corporation (NVDA) has struck a multi-year, multi-generational partnership with social media behemoth Meta Platforms (META), expanding the deployment of NVDA CPUs in Meta’s data center production applications. Meta is also expected to scale its artificial intelligence (AI) workloads with NVDA’s Spectrum-X Ethernet and adopt the company’s Confidential Computing for WhatsApp private processing. Given the partnership announcement between two tech-industry heavyweights, N ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Baird upgraded Henry Schein (HSIC) to Outperform from Neutral with a price target of $100, up from $78. The firm believes the bias across its dental names remains to the upside.UBS upgraded BlackRock (BLK) to Buy from Neutral with a $1,280 price target. The upgrade is supported by strong Q4 results, positive comme ...

So there you have it. Kevin Hanks is with me live at the CBOE. It's the pre-bell playbook.And as we talked about the Supreme Court um turning down and and saying that it was unlawful what the president was doing, he has alternatives and such. And Scott Besson said we will collect the same amount of revenues this year. Um doing it in other ways.What the tariff uncertainty is a wild card for the market. Right. >> Absolutely.You know, I I was frankly Nicole surprised at the market reaction on Friday. The marke ...

When you see the stock of the company at the epicenter of the AI boom trading at super-low valuations, it's cause to sit up in your seat. That's where I am on Nvidia (NVDA) ahead of its much-anticipated earnings report on Wednesday. Call it a state of pre-earnings shock. At less than 24 times estimated forward earnings, Nvidia is trading not far from its lowest price-to-earnings (P/E) multiple in five years. It's also well below its five-year average of roughly 38 times. And as they say in showbiz: But ...

Moderna (NASDAQ: MRNA) became a household name during the coronavirus pandemic. There's a good reason for that: Its mRNA technology enabled the rapid development of a vaccine. The financial benefit of that success for Moderna was huge, but what comes next? Moderna hits a home run The onset of the COVID-19 pandemic was a global event and a material shock to the world's healthcare system. Moderna used its mRNA technology to help develop a vaccine in record time. The company's reward was a massive revenue sp ...

There's so much to talk about this Monday morning. But before we jump into all of it, Tom, just want to get your thoughts on what we are seeing with retail trading as we do come into a big week with Nvidia earnings. >> Sure.And it's been actually the markets have been pretty good. You named the you really did name the top um the top five and of the three uh individual equities, you know, Tesla, Micron, and and Nvidia, um you've seen an incredible amount of action in in in the derivatives market all those. S ...

In the last quarter, NVIDIA Corporation (NVDA) executed a notable portfolio shift by fully divesting its stake in Arm Holdings plc (ARM), the semiconductor design firm whose architecture underpins billions of devices worldwide. According to Nvidia’s latest 13F regulatory filing, the company sold its remaining 1.1 million Arm shares, netting roughly $140 million and completely exiting its position by the end of the fourth quarter of 2025. This move closes a long-running chapter that began with Nvidia’s att ...

Shares of Nvidia Corp (NASDAQ:NVDA) have stalled in recent months — but JPMorgan analyst Harlan Sur says the AI chipmaker's fundamentals are still accelerating. Despite massive hyperscaler spending and new product momentum, Nvidia’s stock has traded sideways (hovering around $187/share) since its last earnings report, setting the stage for what could be another beat-and-raise quarter.JPMorgan’s Sur said there is "little to suggest that NVDA will not (once again) deliver a beat-and-raise," pointing to strong ...

Nvidia shares could get a boost from SK Hynix's reported memory chip expansion. ...

And now I'd like to welcome in Kevin Green who's joining me to help me set up the action today. And so KG, as far as last week, I mean it was a busy week. I I had a guest call it as like markets are tired and I was like I think that I am as well.We have a new week to kick things off of course a full week. We had a holiday short and trading week last week. What are you watching this week. What are your key assessments from last week.>> Yeah, Jenny, I would actually agree. If you kind of look at the technical ...