Nvidia Corp. (NASDAQ:NVDA) reports fiscal Q4 earnings after the bell today. The company has topped revenue estimates for 13 consecutive quarters and earnings estimates for 12 straight quarters.What Prediction Markets Are SayingThis explains why Polymarket gives a 93% chance the company beats the EPS consensus.The more interesting action is on Kalshi, where traders are betting real money on which specific words Jensen Huang and his team will say on the 5 p.m. ET call. The word list reads like a cheat sheet f ...

Key TakeawaysPresident Trump used his 2026 State of the Union address to demand an immediate end to the government shutdown while touting his economic record and defending tariffs recently struck down by the Supreme Court.WiseTech Global (WTC) announced 2,000 job cuts, representing 29% of its workforce, declaring the "era of manually writing code" has ended due to AI automation.U.S. consumer distress hit a 20-year high as student loan delinquencies spiked to 25% and subprime auto loan delinquencies reached ...

• What’s ahead for NVDA stock?An analyst thinks Nvidia could help provide some relief for the market.Wedbush on Nvidia Stock"The Street is eagerly waiting for good news," Wedbush analyst Dan Ives said in a new investor note.The analyst said Nvidia's earnings come at a key, pivotal moment for the technology sector."At a time with tech stocks volatile and greater worries around the AI narrative with the ‘AI Ghost Trade' black cloud over tech stocks … it all comes down to gauging the AI Revolution demand stor ...

Core Viewpoint - ServiceNow, Inc. is considered one of the best technology stocks at a 52-week low, with Wedbush reinstating its position on the IVES AI 30 list, arguing that the recent sell-off in software stocks is overdone [1][2] Group 1: Company Overview - ServiceNow, Inc. provides cloud-based and AI-embedded end-to-end workflow automation solutions for enterprises, founded in June 2004 and located in Santa Clara, California [4] Group 2: Market Analysis - Wedbush believes the AI Revolution is in its early stages, representing a long-term growth cycle that could unfold over a 10-year period, despite short-term challenges for software stocks [2] - Analysts argue that the market is overestimating the risks associated with AI for large software companies like ServiceNow, viewing the concerns as misguided [1][3] Group 3: Investment Perspective - Despite the recent sell-off affecting ServiceNow's stock, analysts maintain that the company will benefit from the AI revolution, suggesting that the market is focusing too much on short-term issues [3]

Here is a question you never want to get asked. Is it February 2020 all over again. Remember back then when there were whispers of a virus spreading overseas.Those who prepared for it, the ones stocking up on toilet paper, WERE DISMISSED AS SOMEHOW NEUROTIC. THREE WEEKS LATER, THOUGH, THE WORLD SHUT DOWN. IT SHUT DOWN FOR TWO YEARS.AI EXECUTIVE MATT SCHUMER ARGUED IN A VIRAL BLOG POST THIS WEEK THAT YOU'VE PROBABLY SEEN THAT THIS IS ANOTHER IT HAS TO DO THIS TIME WITH THE A .I. REVOLUTION, THAT WE ARE COMPL ...

Group 1 - The term "Software-mageddon" describes a significant sell-off in software and tech stocks due to fears that generative AI could render traditional software companies obsolete, with the North American Tech-Software iShares ETF (IGV) dropping 24.6% year to date as of February 9 [1] - Analyst Dan Ives from Wedbush believes the market's pessimism regarding software companies is exaggerated, asserting that the AI Revolution is accelerating and that 2026 will be a pivotal year for AI [2] - Lindsey Bell, CIO at 248 Ventures, noted that despite strong quarterly results from many tech companies, there are concerns about the sustainability of AI demand and the profitability of current spending [4] Group 2 - Bell highlighted that some companies are currently integrating AI into their systems and have strong revenue and profitability, suggesting that their stock declines are unwarranted [7] - Chris Versace pointed out that prominent figures in the tech industry, including CEOs from Nvidia, AMD, and Arm Holdings, criticized the sell-off, emphasizing that AI is a tool to enhance software rather than a threat to the industry [6] - The overall sentiment in the tech sector is cautious, with some investors opting to take profits until there is clearer visibility on profitability [5]

Core Viewpoint - The current period is an exciting time for tech analysts, particularly in the context of the ongoing AI revolution, which presents numerous opportunities for investment in tech stocks [1]. Group 1: Analyst Perspective - The analysis focuses on tech stocks that are personally interesting for portfolio addition, indicating a hands-on approach to investment [1]. - The writing is tailored for both beginners and advanced readers, aiming to provide a clear and well-reasoned perspective on the tech sector [1]. Group 2: Disclosure Information - The analyst holds a beneficial long position in shares of IBM, QCOM, DELL, and MSFT, either through stock ownership, options, or other derivatives [2]. - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2].

Core Viewpoint - Investing S$10,000 in Singapore's market can effectively build a high-quality income engine through disciplined investment in sustainable cash-generating businesses [1] Group 1: ParkwayLife REIT - ParkwayLife REIT (SGX: C2PU) is a reliable choice for income-focused portfolios, with a portfolio of 74 properties valued at S$2.57 billion across Singapore, Japan, and France [2] - For FY2025, gross revenue increased by 7.6% YoY to S$156.3 million, and net property income (NPI) rose by 8.0% to S$147.5 million [2] - Distribution per unit (DPU) grew by 2.5% YoY to S$0.1529, supported by acquisitions in Japan and France, with a current yield of 3.75% at a price of S$4.08 [3][4] - A significant increase in guaranteed rent for its Singapore hospitals is expected in FY2026, rising by 24.3% from S$79.7 million to S$99.1 million [3][4] Group 2: Raffles Medical Group - Raffles Medical Group (SGX: BSL) reported a 3.5% YoY revenue increase to S$378.4 million in 1H2025, with profit attributable to owners growing by 4.8% to S$32.1 million [5] - Free cash flow surged by 139.4% YoY to S$52.0 million, supported by strong operating cash generation and a 75.6% reduction in capital expenditure [5][6] - The current share price is S$1.00, providing a dividend yield of 2.5% based on an annual payout of S$0.025 [6][7] Group 3: Keppel DC REIT - Keppel DC REIT (SGX: AJBU) reported a 42.2% YoY increase in gross revenue to S$441.4 million for FY2025, with NPI rising by 47.2% to S$383.3 million [8][9] - DPU increased by 9.8% to S$0.10381, driven by strategic acquisitions and contract renewals at higher rates [8][9] - The REIT achieved a 45% positive rental reversion on renewed contracts, with a 95.8% occupancy rate and a 6.7-year weighted average lease expiry [10] Group 4: Estimated Annual Income - A proposed allocation of S$4,000 to ParkwayLife REIT, S$4,000 to Keppel DC REIT, and S$2,000 to Raffles Medical Group estimates a total annual dividend income of S$383 [11][12] - This portfolio offers a combined yield of approximately 4% [12][13] Group 5: Compounding and Future Growth - The strategy emphasizes the importance of reinvesting dividends to enhance ownership without additional capital outlay, likening it to a snowball effect [14][15] - Investing in these companies positions investors to benefit from structural trends such as an aging population, premium healthcare recovery, and AI-driven digital growth [16][17]

I last covered Meta ( META ) following its Q3 FY25 earnings release back in November, and since then the stock is up nearly 17% compared to the S&P 500's gain of just 4%.Hello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a student at Arizona State University with a strong interest in technology and financial markets. I primarily focus on analyzing tech companies, specifically those involved in the AI infrastructure build out, cloud computing, and overall digital transformation. My p ...

Core Viewpoint - Western Digital (WDC) is positioned as a strong investment opportunity for growth investors due to its $4 billion share buyback program, impressive fiscal second-quarter results, rapid expansion, strong leverage to the AI revolution, and relatively low valuation [1] Company Overview - Western Digital is one of the largest manufacturers of hard disk drives (HDDs) in the U.S., benefiting from strong demand for HDDs in data centers amid the AI boom, as well as in PCs and consumer electronic products [2] Financial Performance - The company reported a 25% year-over-year increase in revenue to $3 billion for the last quarter, with operating income soaring 62% year-over-year to $908 million, and a diluted net income per share increase of 272% to $4.73 from $1.27 [3] - The market capitalization of WDC is $98.4 billion, with a trailing price-earnings ratio of 42 times, and Barchart Technical Opinion rates the shares as a Strong Buy [3] AI Boom Impact - The demand for data storage is increasing significantly due to the growing number of companies and government agencies compiling large amounts of data for AI applications, which has led to challenges in meeting demand for WDC's offerings [4][5] - Morgan Stanley anticipates that WDC will continue to benefit from the AI boom, raising its price target from $306 to $369 while maintaining an "Overweight" rating on the shares [6] Product Innovation - WDC has recently released two new HDDs that are expected to attract data centers, with one providing double the bandwidth of traditional HDDs and the other offering both double the bandwidth and double the I/O of standard HDDs [7]