Dan loves tech. Dan, good to see you. Don't know where to start, so I'm going to start on Nvidia.Uh I mentioned at the top we're seeing uh the bulls return to Nvidia. Uh not in a big way, but I would say in a nice way. What's the play there.>> Look, I think the reality is China is going to reopen, you know, for Nvidia. And I think that's something that wasn't necessarily factored in fully. I think investors are realizing it's a big change in the bellway.And look s the reality is the there's one chip in the ...

Dan loves tech. Dan, good to see you. Don't know where to start, so I'm going to start on Nvidia.Uh I mentioned at the top we're seeing uh the bulls return to Nvidia. Uh not in a big way, but I would say in a nice way. What's the play there.>> Look, I think the reality is China is going to reopen, you know, for Nvidia. And I think that's something that wasn't necessarily factored in fully. I think investors are realizing it's a big change in the bellway.And look s the reality is the there's one chip in the ...

Welcome to Morning Brief presented by Robin Hood, the home to commission free trading. I'm Yahoo Finance executive [music] editor Brian Sazi. Let's fire up three things I think you need to know today.First up, if you're feeling the holiday sleepies, I say it's time to wake up because we are witnessing a market [music] in rally mode into uh the new year, just not happening now. More on that in a second. I'm [music] really locked in on the tech names like Nvidia, which has quietly tacked on a 5% gain the past ...

Group 1: Nvidia and the Chinese Market - Nvidia's access to the Chinese market is crucial, with potential annual sales estimated at $20 billion, which could impact competition with Huawei and other Chinese firms [2][4] - The demand for Nvidia's video chips in China is significant, as they are seen as superior compared to alternatives [3][6] - Nvidia is currently viewed as a leader in the chip market, with expectations of continued growth and dominance in the coming years [6][7] Group 2: Data Center and Energy Challenges - The construction of data centers is rapidly increasing, but there are concerns about capacity constraints related to energy and water usage [9][11] - The energy sector is identified as a major constraint for the ongoing technological revolution, with a focus on clean energy solutions [14][15] - The U.S. is facing challenges in technology competition with China, particularly in energy governance and innovation [13][14] Group 3: Tesla and Autonomous Vehicles - Tesla is projected to have 10 million vehicles on the road by next year, indicating strong market presence despite ongoing challenges [18] - The company is focusing on autonomous driving technology, with expectations for mainstream adoption of robotaxis by 2026 [20][21] - Tesla's future success is tied to advancements in robotics and autonomous technology, which are seen as critical battlegrounds for investors [19][21]

This is Fab 52. What could be Intel's big comeback moment. Its fab five of six here in Chandler, Arizona, with over 1,000,000ft² of manufacturing cleanroom space. Producing the most advanced technology node that was developed and manufactured right here. High-volume production is now officially underway here of Intel 18A, a node on par with Taiwan Semiconductors most advanced chips, but without the big external customer base to back it up. After years of delays and missteps, and an unprecedented move by the ...

Data center operators are fixated on the “five nines” — an expectation that they’ll keep the infrastructure behind financial markets, e-commerce and artificial intelligence running 99.999% of the time.So as news rippled out last month that a CyrusOne facility in Aurora, Illinois, that handles trillions of dollars in trading volume each day went down for 10 hours, industry insiders were stunned. To them, it was an eternity, and the failure at the data center outside Chicago is a black eye for CyrusOne’s back ...

Key Takeaways The energy sector gained 6.2% in Q3 2025, moderately stabilizing after 2024 price volatility.AI-driven data center growth and resilient oil demand supported integrated majors as sector backbones. Major Energy ETFs like XLE gained 4.8% YTD, offering low-cost exposure to diversified energy leaders. The energy sector in 2025 has been defined by a “return to fundamentals,” coupled with a massive surge in structural demand. After a period of significant price volatility in late 2024, the sector mo ...

Analyst price targets on Nvidia (NASDAQ:NVDA) stock were initially all over the place. The rally has continued for over 3 years, with both revenue still growing at breakneck speeds. Some analysts are now making bolder moves and are starting to coalesce near even more ambitious targets. The highest such recent price target projects NVDA stock at $352 next year. This implies a massive 101% leap from here and comes from Evercore ISI analyst Mark Lipacis. Should you take this rating seriously? Let's take a look ...

It does not take bubble-level valuations for investors to register their optimism regarding the AI revolution. They can simply look east instead https://t.co/JXDsikXgdj ...

Core Insights - The race to $10 trillion in market capitalization is not solely based on quarterly earnings but on sustaining significant growth at a national scale [2] Group 1: Tesla - Tesla's current market cap is $1.53 trillion with a forward PE of 204x, indicating that the market anticipates Tesla evolving beyond just an automaker [3] - The company reported revenue of $96 billion over the trailing twelve months, with a growth rate of 12% and an operating margin of 7%, which does not justify its high valuation [3] - To reach $10 trillion, Tesla would need a 553% increase in market cap, which is unlikely to be achieved through car sales alone; success depends on robotaxis and energy storage, where revenue grew 44% year over year [4] Group 2: Amazon - Amazon has the highest revenue on the list at $691 billion but faces a margin issue with only 11% operating margins, meaning revenue growth translates to lower profits compared to competitors [5] - The company requires a 313% gain to reach a $10 trillion valuation, with AWS generating $33 billion in revenue and growing at 20%, but this growth is insufficient to support the entire company [6] Group 3: Alphabet - Alphabet is positioned as a strong contender with a market cap of $3.75 trillion, reporting revenue of $385 billion and a growth rate of 16% alongside a 31% operating margin [7] - The company needs a 167% increase to reach $10 trillion, with Google Cloud growing 34% to $15 billion, and its AI research capabilities through DeepMind enhancing its potential [8] Group 4: NVIDIA - NVIDIA requires a 135% gain to reach a $10 trillion market cap, boasting a remarkable 62% revenue growth and a 63% operating margin [9] - The company's earnings per share (EPS) surged nearly tenfold from $0.333 in fiscal 2023 to $3.16 in fiscal 2025, driven by a data center revenue of $51 billion, which grew 66% year over year due to AI infrastructure demand [9]