At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !NVIDIA Corporation ( NVDA ) will report its next quarterly earnings results, for the fiscal fourth quarter, which ended January 31, on Wednesday afternoon. In this article, I will take a look at what investors can expectJonathan Webe ...

Group 1 - NVIDIA Corporation (NVDA) is set to report its fiscal fourth quarter earnings results on Wednesday afternoon, which ended on January 31 [1] - The focus of the analysis is on companies with strong cash generation, ideally with a wide moat and significant durability, which can lead to rewarding investments when bought at the right time [1] - The Cash Flow Club community emphasizes access to various investment opportunities, including a personal income portfolio targeting a yield of over 6% [1] Group 2 - The author has a beneficial long position in shares of GOOG and MSFT, indicating a positive outlook on these stocks [2] - There is a potential plan to initiate a long position in NVDA within the next 72 hours, suggesting an anticipated favorable movement in NVDA's stock [2]

有记者提问：美方一名高级官员称，Deepseek最新的AI模型据说是使用英伟达的AI芯片"Blackwell"进行 训练的。这可能违反了美国的出口管制规定。相关情况是否属实？ 毛宁：我不了解你提到的具体情况。关于美国输华芯片问题，中方已经多次表明了原则立场。(完) Deepseek最新AI模型使用英伟达AI芯片进行训练？中方回应 中新网北京2月24日电 (记者 曾玥)中国外交部发言人毛宁24日主持例行记者会。 来源：中国新闻网 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 编辑：王永乐 ...

人民财讯2月24日电，2月24日，外交部发言人毛宁主持例行记者会。有记者提问，据一位特朗普政府高 级官员称，DeepSeek的AI模型据说是使用英伟达最先进的AI芯片进行训练的。这可能构成对美国出口 管制的违反，美方认为DeepSeek需要将相关设备移除。请问这一说法是否属实？ 转自：证券时报 毛宁表示，不了解你提到的具体情况。关于美国输华芯片问题，中方已经多次表明了原则立场。 ...

汇丰：将英伟达(NVDA.O)目标价从320美元下调至310美元。 本文源自：金融界AI电报 ...

Core Viewpoint - The sustainability of demand for Nvidia's hardware amid the AI boom is uncertain, raising questions about the company's high valuation and future growth prospects [2][6]. Group 1: Current Market Dynamics - Nvidia's market capitalization reached $4.55 trillion following the rise of AI technologies, particularly with the success of ChatGPT [1]. - Major tech companies are significantly increasing their capital expenditures for AI, with Amazon planning to raise its spending by 50% to $200 billion and Alphabet earmarking $175 billion to $185 billion for the year [4]. - Total AI spending is projected to reach $700 billion in 2026, indicating strong demand for Nvidia's products [4]. Group 2: Financial Implications - High capital expenditures by tech giants may come with opportunity costs, potentially impacting shareholder returns through buybacks or dividends [5]. - Nvidia's revenue is heavily reliant on its data center segment, which accounts for approximately 90% of its earnings, making the company vulnerable to market fluctuations [8][12]. Group 3: Future Opportunities - Nvidia is investing in quantum computing, with the potential for commercial viability by the end of the decade, positioning the company to leverage its expertise in chip design [9]. - The automotive hardware and robotics segment, while currently generating $592 million in revenue, has seen a 32% year-over-year growth, indicating potential for further expansion as self-driving technology becomes more mainstream [10]. Group 4: Valuation and Stock Performance - Nvidia's stock is currently valued with a forward price-to-earnings (P/E) multiple of 24, which is considered low given its recent earnings growth of 67% year-over-year [12]. - The current valuation provides a margin of safety as the company navigates uncertainties in the market, suggesting a hold position until more information is available [12].

The S&P 500 fell by around 1% on Monday, but the carnage across the market continues to worsen, with multiple sectors and parts of the market breaking through support levels that suggest more pain lies ahead. The only problem is that, for now, the S&P 500 is supported by a massive level of put gamma at 6,800, which is holding things together. Once that gamma level is eroded, and I suspect it will, the index will likely crack. S&P 500-Daily Chart Original Post What are the best investment opportunities in 20 ...

Market Analysis by covering: Nike Inc, Williams-Sonoma Inc, Lululemon Athletica Inc, RH. Read 's Market Analysis on Investing.com ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv US retail investors fuel surge in leveraged ETF trading, study shows February 24, 20265:07 AM UTCUpdated ago By Suzanne McGee The data shows that the proliferation of these exchange-traded vehicles, which allow investors to speculate on short-term moves in an underlying stock, has been almost entirely driven by their allure for these retail investors. The study also found that last year tradin ...

Core Insights - Nvidia has emerged as one of the most successful companies in the market over the past decade, driven by significant demand for semiconductors in the AI sector, achieving a market capitalization of approximately $4.6 trillion [1][2]. Investment Performance - A $1,000 investment in Nvidia stock made ten years ago would now be valued at $255,400, reflecting a total return of around 25,440% over that period, which equates to an average annual return of roughly 74% [4][5]. - Despite the impressive long-term returns, Nvidia investors have experienced a relative slowdown in returns over the past six months, with the stock up only 8% during this period [5]. Market Position and Future Outlook - Nvidia's current stock price is $191.31, with a market cap of $4.6 trillion, and it has a gross margin of 70.05% [5]. - The AI revolution is still in its early stages, suggesting that demand for Nvidia's chips is expected to remain strong, potentially leading to solid returns in the future, although not at the extraordinary levels seen in the past decade [5].