Key Takeaways Gold and silver surged in 2025, with gold miners outperforming global equities amid volatility-led rotation.AI capex remains non-negotiable, with NVDA anchoring hyperscaler spending on chips and data centers.Higher gold prices and disciplined capex are lifting margins and supporting stronger 2026 earnings for NEM.The year 2026 has opened with significant cross-asset volatility, driven by rising geopolitical risk, late-cycle monetary uncertainty and uneven earnings visibility. Rather than trigg ...

Key Takeaways TSMC projects Q1 2026 revenues of $34.6B-$35.8B as demand for advanced AI chipmaking stays strong.TSM expects gross margins of 63%-65% in Q1 2026, supported by AI hyperscaler data center expansion.NVDA sees growth from approved H200 chip sales to China and rising demand for Blackwell chips and GPUs.NVIDIA Corporation (NVDA) , a leading designer of artificial intelligence (AI) processors, and Taiwan Semiconductor Manufacturing Company Limited (TSM) , or TSMC, the manufacturer of advanced AI chi ...

Dr. Michael Burry, the man made famous from The Big Short, has had a lot of things to say in recent months. ...

Core Insights - Mercedes-Benz Group AG, NVIDIA Corporation, and Uber Technologies are collaborating to launch robotaxi services in major cities, utilizing the Mercedes S-Class sedan as the foundation for their global autonomous-driving platform [1][7] Group 1: Technology and Integration - The next-generation S-Class will feature Mercedes-Benz's MB.OS, integrating NVIDIA DRIVE Hyperion hardware and full-stack NVIDIA DRIVE AV Level 4 software, focusing on safety-first autonomy through NVIDIA's Halos system [2] - NVIDIA DRIVE AV equips the S-Class with a comprehensive automated-driving system capable of handling rare and complex driving scenarios within a safety-centric architecture, validated through high-fidelity simulations [4] - The technology is built on NVIDIA's AI foundation, enabling real-time analysis of complex environments and the selection of the safest driving actions [5] Group 2: Market Strategy and Collaboration - The S-Class aims to provide a premium, chauffeur-style autonomous experience, with plans to offer these vehicles through Uber's mobility network, showcasing collaboration between established automakers and AI leaders [3] - The companies have not disclosed a timeline for the robotaxi service launch, although Mercedes-Benz has previously partnered with Bosch and Momenta on autonomous-driving initiatives [6]

Nvidia stock was mostly flat in early trading on Friday, consolidating recent gains that have lifted the stock to its highest level since early November. Shares were down 0.1% at $192.22, after rising... ...

I have been invested in Nvidia ( NVDA ) for so long that I am very calm about the stock's underperformance compared to the S&P 500 Index since my previous bullish call . ThisComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment decisions. My hands-o ...

Core Insights - Nvidia has underperformed compared to the S&P 500 Index since the last bullish call, but the investor remains calm due to a long-term investment perspective [1] - The investor has a background in IT and has been managing a family portfolio for seven years, gaining confidence through fundamental analysis [1] - The investor aims to share insights with the investor community, focusing on clarity and accessibility for all experience levels [1] - The investor's IT background provides a valuable perspective on technology stocks while also exploring diverse sectors for investment opportunities [1] Company and Industry Summary - Nvidia is currently held in a long position by the analyst, indicating a belief in the company's future performance [2] - The article emphasizes the importance of understanding risk and reward in investment decisions, particularly in the technology sector [1] - The investor encourages collaboration and exploration within the market to achieve financial success [1]

Nvidia has agreed to invest up to $100 billion in OpenAI, which is planning an initial public offering as soon as this year. ...

128,714,079-$48.139.99%$433.50[ServiceNow][NOW]• Vol: 55,124,570-$12.899.94%$116.73 GPU company with some links to crypto mining.However, that scenario is unlikely. AI demand is not going to disappear overnight. However, what can happen is that AI development could slow down. As a result, Nvidia would slow down too. It needs continuous orders from hyperscalers and AI startups to maintain its momentum and strong margins. If AI slows down and companies are no longer willing to run massive AI models at a loss, ...

Group 1 - The article highlights that Amazon is being recognized as a hidden winner in the AI space, with a majority of Wall Street analysts recommending it as a "buy" or "strong buy" for 2026, predicting a 21% increase in stock price over the next 12 months [2][3] - Amazon has established itself as a major player in e-commerce and cloud services through Amazon Web Services (AWS), generating significant revenue and earnings over the years [3][4] - The company is leveraging AI to enhance its operations, including streamlining processes in fulfillment centers and developing AI tools such as Trainium chips for AWS customers, which contributes to its growth strategy [6][7] Group 2 - AWS has achieved an annual revenue run rate of $132 billion in the latest quarter, indicating strong growth potential as AI demand continues to rise [7] - Amazon's e-commerce and non-AI-related AWS services are expected to maintain growth due to the company's leadership in these sectors, providing a balance of security and growth for investors [8]