Core Viewpoint - Nvidia reported a strong quarter with a 62% year-over-year revenue increase and positive guidance, yet faced investor skepticism despite bullish consumer sentiment [3][6][15] Financial Performance - Revenue increased by 62% year-over-year, indicating robust demand [3] - Nvidia's shares have risen approximately 35% year-to-date, while AMD has outperformed with a 70% increase [17] Market Sentiment - There is a notable gap between consumer sentiment, which remains bullish, and investor sentiment, which has turned cautious [3][6] - The discrepancy in sentiment may stem from concerns over rising accounts receivable and inventory levels [4] Competitive Landscape - Nvidia is viewed as the clear leader in the market, commanding about 55% of market share, while AMD is gaining momentum and improving its offerings [10][20] - AMD is positioning itself to capitalize on AI compute demand, particularly in AI inference [19] Infrastructure Challenges - The primary bottleneck affecting Nvidia's growth appears to be infrastructure-related, with challenges in building data centers and securing necessary power [4][15] Long-term Outlook - Long-term data supports a bullish position on Nvidia, with demand expected to continue rising [5][15] - The overall macro trends indicate sustained growth in AI and related technologies, with Nvidia well-positioned to benefit [14][15]

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Maria Hollandsworth is departing El Pollo Loco, effective Dec. 26. She has been with the quick-service chain since 2022, serving as president and chief operating officer. She also served as interim chief executive officer for about four months after the departure of Larry Roberts in November 2023. According to a filing with the Securities and Exchange Commission, Hollandsworth will receive accrued benefits under the comp ...

Equity investors are growing increasingly concerned about the amount of leverage that Big Tech is taking on to build out its artificial intelligence infrastructure as the industry faces rising fears of a bubble. Most Read from Bloomberg The enormous sums major technology companies are spending on AI are nothing new, but the record pile of debt they’re raising to do it is. What’s worrying stock traders is the trend represents a break from recent history, when companies tapped their huge cash piles to pay ...

Core Insights - Salesforce (CRM) is focusing on AI-powered products and operational discipline, prompting investors to reassess its long-term potential [2] - The main concern is whether the recent positive momentum can be sustained amid increasing market volatility [2] Financial Performance - Despite a 32% decline in stock value this year, CRM's current Price-to-Sales (P/S) ratio is significantly lower than its 3-month and 2-year peaks, as well as below its 3-year average [4] - Revenue growth has slowed to single digits, but the Data Cloud saw a 140% increase in customer adoption in Q2 FY26, with over half of Fortune 500 companies using the platform [5] - AI-related orders, particularly from Agentforce, grew over 200% year-over-year in Q3 FY25, leading to an upgraded full-year FY25 revenue forecast with a projected 20% growth for FY26 [5] Investment Appeal - CRM stock is characterized by a high cash yield of 5.8%, a strong operating margin of 21.2%, and a modest revenue growth of 8.3% over the last 12 months [10] - The stock is currently trading at 38% below its 2-year peak and 14% below its 1-month high, indicating a favorable valuation for potential investors [10] Market Position - The merger of Data Cloud with products like Slack is enhancing enterprise value, despite competition from major players like Microsoft and Snowflake [5] - CRM's fundamentals are strong, making it an attractive option for investors looking for companies with solid cash flow and growth potential [6][10]

US officials are having early discussions on whether to let Nvidia sell its H200 artificial intelligence chips to China, a contentious potential move that would mark a major win for the world’s most valuable company https://t.co/j30skXGqT4 ...

Crypto's having a terrible, horrible, no good, very bad month, and it could get worse before it gets better, experts said. Cryptocurrencies have cratered this month, losing more than $1 trillion in value in recent weeks. Bitcoin's dropped to the lowest level since April and is on track for its worst month since 2022. It's down more than 33% from its all-time high above $126,000 in early October, which officially pushes the digital unit into bear market territory defined as at least 20% lower than the recor ...

AI was supposed to challenge Big Tech’s power. In Google’s antitrust case, it became the best argument for keeping things as they are. https://t.co/JDuXTXV4KI ...

Stanford scientist Fei-Fei Li talks about teaching machines to see as humans do, the US-China AI arms race, and what worries her about a more automated future. https://t.co/H5cRbEs2dZ ...

Group 1: Nvidia's Performance and Market Impact - Nvidia reported earnings of $31.9 billion, or $1.30 per share, representing a 65% increase year-over-year, with revenue climbing 62% to $57 billion, surpassing analyst expectations [5] - The company's stock price rose over 5% in extended trading, potentially adding about $230 billion in shareholder wealth if similar trading continues [4] - Nvidia's CEO highlighted that incoming orders for its Blackwell chip are "off the charts," indicating strong demand for AI chips [6] Group 2: AI Technology and Market Sentiment - Nvidia has become a key player in the AI technology sector, with its market value soaring from less than $400 billion to $4.5 trillion in three years, amid concerns of an AI bubble [2][10] - The company predicts revenue for the current quarter will reach approximately $65 billion, nearly $3 billion above analyst projections, reflecting ongoing strong demand for AI technology [5] - Nvidia's optimistic outlook and strong performance may help reverse recent stock market downturns, as noted by market analysts [3] Group 3: Broader Economic Implications - The growth of Nvidia and the AI sector is seen as pivotal for the future direction of the economy, with significant investments flowing into AI-related infrastructure [7][10] - Major tech companies like Apple, Microsoft, Google, and Amazon are also benefiting from the AI boom, with market values ranging from $2 trillion to $4 trillion [10] - Nvidia's relationship with political figures, such as President Trump, underscores the importance of the tech sector in economic agendas [8]

Nvidia got a huge boost immediately after the release and during the early hours. However, NVDA stock undid all those gains and then some. It is now down nearly 3% as of this writing. This is a $900 billion swing within 36 hours. Not only that, high-beta stocks in the AI space rallied with Nvidia during the early hours and then tanked in parallel.Data Center revenue grew 66% year-over-year and 25% quarter-over-quarter. Nvidia attributed this to "accelerated computing, powerful AI models, and agentic applica ...