And now, what a difference a few trading days can make. Before this week, the major averages were having a rough November. NASDAQ was down nearly 7%, but since Friday, everything's taken off, it seems.Tech leading the way, and the S&P up more than 4%. So, does this bullishness in the past few days give investors an allcle for a year-end rally. Joining us now are Victoria Green from Gsquare Private Wealth and Jim Schmeiguel from SEI.Guys, welcome. Victoria, ah, AI such a flighty trade. I mean, Google's down, ...

Key Takeaways NVDA and MU are highlighted as profitable AI picks driven by strong net income ratios. The screen favored stocks with higher-than-industry sales and net income growth over the past year.NVDA posts a 12-month net profit margin of 53%, underscoring its strong profitability.Artificial intelligence (AI) stocks have performed extremely well this year, and the momentum is likely to continue into the next year. After all, MarketsandMarkets projected the global AI market to reach US$2,407.02 billion b ...

Core Viewpoint - Nvidia is positioned as the leader in the AI revolution, with a significant demand-supply imbalance for its chips, which are sold out through 2026, while competitors like Google and AMD struggle to keep up [1][4][2] Company Insights - Nvidia's chips have a demand-supply ratio of 12:1, indicating a strong market position, with major companies like Meta unable to secure enough supply [2][4] - Google's efforts in AI, particularly with its TPU chips, are acknowledged, but they are not seen as a threat to Nvidia's dominance in the AI space [3][4] - Tesla is highlighted as a key player in AI, with expectations for significant growth driven by autonomous technology and robotics, potentially worth a trillion dollars [12] Market Trends - The tech sector is expected to experience a bull market for at least another two years, driven by the ongoing AI revolution [11] - Companies like Microsoft, Oracle, Palantir, Snowflake, and MongoDB are identified as strong players in the AI and cloud services markets [8][9][10] - The consumer side of AI revenue generation is anticipated to ramp up significantly by 2026, with enterprise applications leading the way [16][17] Investment Opportunities - The AI market is described as a fourth industrial revolution, with ongoing investments in technology expected to yield substantial returns in the coming years [20][17] - Meta is viewed as undervalued, with potential for monetization through its vast user base and AI capabilities [18][20] - The narrative suggests that the current market dynamics favor companies that are investing heavily in AI, rather than those focused solely on immediate revenue generation [18][20]

In my last article on Nvidia Corporation ( NVDA ), published in August 2025, I analyzed the company’s Q2 report and explored the key takeaways, with a special focus on China. I had upgraded my ratingAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,' where ...

Nvidia is already the world's most valuable company, but its rally could just be getting started.As of the end of trading on Tuesday, Nvidia (NVDA +1.57%) boasted a market capitalization of about $4.3 trillion.While shares of the semiconductor giant have soared by 1,000% throughout the artificial intelligence (AI) revolution, Beth Kindig of the I/O Fund thinks Nvidia's rally is just getting started. In a recent investor note, Kindig outlined a path by which she believes Nvidia could reach a market cap of $2 ...

Nvidia has been vocal in refuting budding criticisms, and there's debate over the merits of its communications strategy. ...

Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 3-5X outweighing the downside risk). By leveraging market inefficienci ...

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, ...

美东时间11月20日，美股上演了一场"史诗级反转"：英伟达交出营收570亿美元、同比增长62%的炸裂财报后，股价一度大涨5%，却 在尾盘跳水，盘中重挫近7%，最终收跌2.6%。 这份本该点燃市场的"完美答卷"竟成了抛售导火索，标普500指数从盘中涨1.9%转跌 1.6%，单日市值蒸发超2万亿美元。 市场原本期待的"AI狂欢夜"彻底变调。 交易员们眼睁睁看着科技股从领涨变成领跌，恐慌指数VIX飙升至26以上，连比特币也跌破9 万美元大关。 有分析师直言："英伟达的业绩越好，市场越害怕，因为这可能意味着美联储更不敢降息了。 " 英伟达的第三季度财报几乎无可挑剔：数据中心业务营收512亿美元，同比增长66%，毛利率稳居73%的暴利水平，公司甚至放出下 一季度650亿美元的营收指引，远超市场预期。 CEO黄仁勋在电话会上激情宣称："AI需求爆表，泡沫论纯属无稽之谈！ " 但这份狂热很快被一盆冷水浇灭。 当天，因技术问题延迟7周发布的美国9月非农就业报告突然公布：新增就业11.9万人，远超预期的 5万人。 数据一公布，市场对美联储12月降息的概率预期骤降至40%以下。 富国银行分析师指出："英伟达越好，经济越强，美联储 ...

Nvidia Corporation’s ( NVDA ) stock trades at a price similar to which it was trading back in August and September , when we issued our latest Sell recommendations on the company. At theBears of Wall Street is a community of asset managers and traders who take a pragmatic approach to valuing companies. Bears of Wall Street provide unique research with a bearish sentiment on overvalued or weak companies with declining businesses and poor growth perspectives - companies whose likely depreciation can be capita ...