Many stocks were in the green, but market participants are locked in selling mode with tech stocks. They're taking profit after years of outperformance, especially as risks pile up. The market is concerned about returns on the massive data center investments that software companies are making to build out their artificial intelligence capabilities. Worry is also emerging that, if the software space curbs its data center investments, demand for AI data center chips will drop, hurting chip makers. ...

The Vanguard Growth ETF holds large positions in tech giants like Nvidia, with a healthy splash of diversification.The S&P 500 (^GSPC +0.54%) is having a strong year with a gain of 16.1% so far, which is much higher than its average annual return of 10.5% since it was established in 1957. However, had investors bought the Vanguard Growth ETF (VUG +0.50%) at the start of this year instead, they would be sitting on a much better return of 19.2%.This exchange-traded fund (ETF) has actually outperformed the S&P ...

By 3 hours ago Nvidia's Data Center Revenue Soared in Third Quarter Tae Kim Start-ups and corporations are still clamoring for Nvidia's AI data center chips. The chip maker reported data center revenue of $51.2 billion in the October quarter, up 66% year over year. That's above Wall Street's estimate of $49.05 billion, according to FactSet. CONCLUDED Nvidia Stock Surges on Earnings Beat, Boosting the Broader Market Too Last Updated: Data center revenue was "driven by three platform shifts - accelerated comp ...

Core Viewpoint - Qualcomm forecasts quarterly sales and profit above market expectations due to a rebound in premium smartphone sales, but potential loss of business from Samsung may impact future performance [1][2][3] Financial Performance - For the fiscal first quarter ending in December, Qualcomm expects sales of $12.2 billion and adjusted profit of $3.40 per share, exceeding analyst estimates of $11.62 billion and $3.31 per share [2] Customer Dynamics - Qualcomm supplied 100% of modem chips for Samsung's Galaxy S25 models but anticipates a reduction to 75% for the Galaxy S26 [3] - Apple, Samsung, and Xiaomi collectively account for over 10% of Qualcomm's revenue [6] Market Trends - There is a trend of consumers upgrading from midpriced smartphones to more expensive devices to support AI applications, leading to a division in the market between low-end and premium devices [5] - The premium smartphone tier is expanding globally, particularly in markets like China and India [5] Strategic Initiatives - Qualcomm is diversifying into laptops, automobiles, and data center chips, especially after Apple’s transition to its own modems [4] - The company is in discussions with a large AI computing company to supply chips, indicating a focus on AI-related markets [4][7]

Group 1 - Nvidia stock (NVDA) is approaching $200 per share, driven by optimism surrounding a potential trade agreement between the U.S. and China [1] - Nvidia shares increased despite Qualcomm (QCOM) announcing its entry into the artificial intelligence data center market, which is currently dominated by Nvidia [1] - The stock market is experiencing a rise, influenced by expectations of a trade deal and upcoming earnings reports from major companies [4] Group 2 - The best AI stocks are those that either generate revenue or gain a strategic advantage from the rapidly evolving artificial intelligence sector [2]

Group 1: Market Overview - Recent stock market volatility due to U.S. trade policy uncertainty is beginning to stabilize, with leading technology companies showing strong business performance [1][2] Group 2: Nvidia - Nvidia reported a 69% year-over-year revenue increase in Q1 of fiscal year 2026, with a 12% rise from the previous quarter, driven by its leadership in AI data center chips [4][5] - Despite an anticipated $8 billion revenue loss from government restrictions on chip sales to China, Nvidia's Q2 guidance met Wall Street expectations, highlighting ongoing investments in AI infrastructure [5] - Analysts project Nvidia's earnings to grow by an average of 29% annually in the long term, justifying its current price-to-earnings (P/E) ratio of 48 [6] Group 3: The Trade Desk - The Trade Desk's stock rebounded after a poor Q4 last year, with Q1 2025 results exceeding analyst estimates, indicating strong performance in the growing digital advertising market [8][9] - The company has transitioned two-thirds of its customers to its new Kokai platform, which uses AI algorithms to optimize ad spending and campaign performance [9] - The stock's enterprise value-to-sales ratio decreased from 29 to 14, allowing investors to purchase shares at a significant discount [10] Group 4: Meta Platforms - Meta Platforms dominates the social media advertising landscape with 3.43 billion daily active users and generated over $10 billion in free cash flow in Q1 2025 [11] - The company is investing heavily in AI projects and aims to create a new consumer ecosystem featuring augmented reality headsets and smart glasses [12] - Analysts expect Meta's earnings to grow by an average of 18% annually in the long term, with a P/E ratio of about 25, presenting a potential bargain for investors [13]