It's time to spotlight the tech sector, look back at the past year in tech. Joining us now to help us do that is Daniel Newman, the CEO of Futurum. Daniel, thank you for taking the time to be with us today.You know, since we're talking tech, I guess I have to ask everyone's favorite or least favorite question, depending on how you look at it. Do you think we're in an AI bubble. >> Yeah, that's a great way to start the conversation.Good to speak with you. And what a year it has been. I am probably one of the ...

The slide this month by Oracle (ORCL) and Broadcom (AVGO) has reminded investors that artificial intelligence (AI) stocks don't move up in a straight-line fashion. They may also want to consider that prior pullbacks by mega-cap AI equities have often proven to be buying opportunities. For market participants that want to eschew market-timing and stock-picking, the Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF (QQQM) remain credible options, particularly after recent dips. Consider this: Broadcom, t ...

Core Viewpoint - NVIDIA is viewed as a long-term investment opportunity, particularly in the context of AI being recognized as the fourth industrial revolution, despite current high valuations [1]. Company Overview - NVIDIA develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics, embedded systems, and automotive technologies [2]. Market Dynamics - The U.S. government has approved NVIDIA to sell the H200 chip to China, which is only one generation behind the current Blackwell line and holds significant market value [2]. - A 25% surcharge has been placed on the H200 chip, but it is anticipated that this will not deter sales [2]. - Despite the positive developments, there is skepticism in the media regarding China's demand for these chips, which is deemed inaccurate and has contributed to the stock's stagnation [2]. - The stock price fell by $0.58 to close at $184.97, attributed to misinformation about the demand for NVIDIA's products in China [2].

A new era of accelerated computing starts long before a chip reaches the data center. Chip manufacturing requires endtoend optimization from fab operations to process flows and materials. Applied materials leverages digital twins built on NVIDIA omniverse libraries to simulate fab level optimizations in layout, throughput, cost, and process control.These breakthroughs come to life with applied materials endura platform which integrates seven advanced technologies with atomic level precision. Every technolog ...

Core Viewpoint - Nvidia is a leading player in the artificial intelligence sector, particularly in accelerated computing, with its chips being a significant factor in its success [1]. Group 1: Financial Performance - Nvidia's revenue reached a record $57 billion in the fiscal third quarter, marking a 62% year-over-year increase [4]. - Some investors express skepticism about the sustainability of this growth, but there are predictions for a new phase of sustainable growth starting in 2026 [4]. Group 2: Future Growth Drivers - Nvidia's CEO, Jensen Huang, anticipates a long growth runway over the next decade, particularly in autonomous vehicles, robotics, and autonomous machines [5]. - The company is positioned to supply both hardware and software for these emerging technologies, including its Drive ADX platform for self-driving technology [5]. - Nvidia's Jetson platform is highlighted as ideal for robotics and generative AI, further driving hardware sales [6]. Group 3: Market Sentiment and Investment Considerations - Investors are advised to monitor data center growth as a key indicator of Nvidia's business health, while also keeping an eye on developments in robotics and autonomous vehicles for future sales growth [7]. - There is a growing skepticism among investors regarding the continuation of Nvidia's remarkable growth, but the CEO's insights suggest potential for future expansion [8].

Market Overview - Investors are selling off tech and AI-linked stocks, leading to a significant sector selloff reminiscent of previous declines in October and November, raising concerns about an AI bubble [1] - The Nasdaq 100 fell by 1.3%, while the iShares Semiconductor ETF dropped nearly 3%, marking its fourth consecutive session of losses [1] - Chipmakers have experienced a 9% decline over the past four days, the worst performance since the tariff-driven selloff in April [1] Company Performance - Nvidia Corp. saw a decline of over 4%, marking its steepest drop in two months and reaching its lowest level since mid-September [2] - GE Vernova Inc. and Constellation Energy Inc. both fell over 7%, reflecting investor concerns about power and AI-adjacent companies [2] - CoreWeave Inc. shares fell more than 6% for the sixth consecutive session, reaching their lowest level since mid-May due to concerns over overloaded order backlogs [3] - Oracle Corp. declined by 5%, with its stock down nearly 50% from October's all-time highs [3] - Alphabet Inc., a top performer among the Magnificent Seven, dropped more than 2.3%, heading for a fifth consecutive session of losses [4] Commodity and Index Performance - Silver prices surged over 4% to $66.50 an ounce, achieving a year-to-date gain of 130% [4] - Gold rose by 0.7% to $4,330, nearing its October record high of $4,350 [4] - Oil prices attempted a rebound, climbing 1% to $56 after hitting their lowest levels in nearly five years [5] - Bitcoin experienced a decline of 1.2%, indicating fragile risk appetite in crypto markets [5] Major Indices and ETFs - The Dow Jones decreased by 0.1% to 48,070.64, while the Russell 2000 fell by 0.6% to 2,504.00 [6] - The S&P 500 dropped by 0.7% to 6,755.42, and the Nasdaq 100 fell by 1.3% to 24,817.33 [6] - The Vanguard S&P 500 ETF slipped 0.8% to $619.34, and the Invesco QQQ Trust Series dropped 1.3% to $603.49 [7]

NEW YORK--(BUSINESS WIRE)--Atlas Cloud AI and NewYork GreenCloud Launch $6B Sustainable AI Infrastructure Partnership Powered by NVIDIA Blackwell Platform. ...

I’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global economy. Over the past few years, I’ve become increasingly fascinated by the possibilities of AI—how it’s reshaping industries, driving innovation, and creating new investment fr ...

After moving to the upside early in the session, stocks have come under pressure over the course of the trading day on Wednesday. The major averages have pulled back well off their highs of the session and into negative territory.Currently, the major averages are just off their lows of the session. The Nasdaq is down 286.80 points or 1.2 percent at 22,824.66, the S&P 500 is down 52.86 points or 0.8 percent at 6,747.40 and the Dow is down 100.22 points or 0.2 percent at 48,014.04.The pullback seen as the da ...

Bill Gates and Ken Fisher are quietly sitting on massive gains from one of 2025's most overlooked winners. Caterpillar Inc (NYSE:CAT) , now the top-performing stock in the Dow, is up more than 62% year-to-date. CAT stock’s rally has added roughly $1.7 billion in combined value to holdings tied to the Gates Foundation and Fisher Asset Management, even as flashier names like Nvidia Corp (NASDAQ:NVDA) continued to grab the headlines.Track CAT stock here.The rally hasn't been driven by hype or headline-grabbing ...