Nvidia (NVDA 4.26%) is probably the hottest artificial intelligence (AI) stock on the planet, with its revenue and share price soaring to records in recent quarters. As a result, you may expect this AI chip leader to come with a hefty price tag.But Nvidia actually is a bargain buy right now. Let's find out why. Nvidia's AI strengthsYou may know Nvidia as the world's biggest seller of graphics processing units (GPUs), the high-powered chips that help AI models to train and go on to do their job of answering ...

Industry Overview - The semiconductor industry is crucial for technological advancements in HPC, AI, automated driving, and IoT, with a bright long-term outlook due to the essential role of semiconductors in cloud functionality and data analysis [1] - Global semiconductor sales are projected to grow by 11.2% this year, following a 19% increase in 2024, driven by AI workloads demanding high-end logic chips and high-bandwidth memory [4] - Advanced nodes (below 20nm) capacity is expected to increase by 12%, with utilization remaining above 90%, while mature nodes utilization is projected to rise from 70% in 2024 to above 75% this year [5] Market Challenges - Geopolitical instability and U.S. tariffs are creating challenges, disrupting supply chains, delaying deliveries, and increasing prices, which may lead to a rich valuation despite the industry's long-term potential [2][3] - The ongoing geopolitical tensions, particularly regarding China and Taiwan, are raising concerns about supply chain disruptions and national security implications [9][17] Company Insights - NVIDIA Corp. is highlighted as a strong investment opportunity, with its GPUs leading in gaming and significant growth in enterprise, data center, and automotive sectors [24][27] - Texas Instruments (TXN) is also recommended for tracking, focusing on internal manufacturing capacity expansion and benefiting from U.S. semiconductor manufacturing incentives [31][34] Financial Performance - The semiconductor industry has gained 17.9% over the past year, outperforming the broader technology sector and S&P 500 index [18] - The industry is currently trading at a forward P/E ratio of 32.79X, which is below its median value but appears overvalued compared to the S&P 500 and broader sector [21][22] Future Growth Drivers - The industrial IoT market is expected to grow at a 12.7% CAGR between 2025 and 2033, driven by advancements in connectivity and AI adoption [7] - AI is identified as the largest driver of the semiconductor industry, transforming efficiency and competitiveness across various sectors [11][12]

Group 1 - The Financial Conduct Authority (FCA) in the UK is launching a Supercharged Sandbox to allow financial services firms to experiment with AI safely, in collaboration with Nvidia [2][3] - The initiative targets firms in the "discovery and experiment phase" of AI development, providing access to better data, technical expertise, and regulatory support [1][2] - The FCA aims to help firms harness AI to benefit markets and consumers while supporting economic growth, addressing challenges related to privacy and fraud in AI tool deployment [3][4] Group 2 - Nvidia's technology, particularly its GPUs, will be utilized in the sandbox to facilitate the training and operation of advanced AI models [4] - Concerns have been raised regarding the privacy implications of large language models from companies like OpenAI and Google, particularly regarding data storage and processing [4] - HSBC's generative AI lead highlighted the disparity between AI advancements claimed by financial firms and the actual product innovations, indicating compliance risks associated with new generative AI tools [5]

Reverse Prior-Year Nine-Month Net Loss of $5.0 Million to Modest Net ProfitKUALA LUMPUR, Malaysia, May 15, 2025 (GLOBE NEWSWIRE) -- Treasure Global Inc. (NASDAQ: TGL) (“Treasure Global” or the “Company”), a leading e-commerce platform operator, today announced its financial results for the third quarter ended March 31, 2025. Key Financial Highlights Revenue for the third quarter was $0.67 million, a 58% decrease from $1.60 million in the third quarter of fiscal 2024, but increased by 121% quarter-over-quart ...

PHILADELPHIA, May 15, 2025 (GLOBE NEWSWIRE) -- The law firm of Barrack, Rodos & Bacine announces that a class action lawsuit has been filed on behalf of investors who purchased stock in Digimarc Corp. (NASDAQ: DMRC) between May 3, 2024 and February 26, 2025.  Digimarc is a provider of enterprise software. WHAT’S THIS ABOUT?On February 26, 2025, Digimarc released results for the 2024 fourth quarter and fiscal year.  The company revealed that its annual revenue had decreased from $23 million to $20 million du ...

Core Viewpoint - Bandwidth (BAND) reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, and showing an increase from $0.27 per share a year ago, indicating a 24.14% earnings surprise [1] Financial Performance - Bandwidth achieved revenues of $174.24 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.18% and reflecting a year-over-year increase from $171.03 million [2] - The company has exceeded consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates four times in the same period [2] Stock Performance and Outlook - Bandwidth shares have declined approximately 27.9% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.31 for the upcoming quarter and $1.51 for the current fiscal year [7] Industry Context - The Communication - Infrastructure industry, to which Bandwidth belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Bandwidth's stock performance [5]

Core Viewpoint - Wellchange Holdings Company Limited has received a notification from Nasdaq regarding non-compliance with the minimum bid price requirement, having failed to maintain a bid price of $1.00 per share for 33 consecutive business days [1][2]. Compliance Status - Nasdaq Listing Rule 5550(a)(2) mandates that listed securities must maintain a minimum bid price of $1.00 per share [2]. - The company has been granted a compliance period of 180 calendar days, until October 27, 2025, to regain compliance [3]. - If the closing bid price reaches at least $1.00 per share for ten consecutive business days during this period, Nasdaq will confirm compliance [3]. Potential Actions - If compliance is not regained by the deadline, the company may be eligible for additional time, provided it meets other listing requirements and notifies Nasdaq of its intention to cure the deficiency [4]. - The company is considering options to regain compliance, which may include implementing a reverse stock split if necessary [4][5]. Company Overview - Wellchange Holdings Company Limited is an enterprise software solution provider based in Hong Kong, focusing on customized software solutions and cloud-based SaaS platforms [6]. - The company's mission is to assist small and medium businesses in digital transformation and resource-efficient growth through integrated ERP software solutions [6].

Core Viewpoint - Nvidia's stock is experiencing a significant increase due to a potential shift in U.S.-China trade relations and positive developments in its AI software platform adoption [2][3]. Group 1: Stock Performance - Nvidia's share price rose by 4.6% during trading, outperforming the S&P 500 and Nasdaq Composite, which were up 2.8% and 3.5% respectively [1]. - The bullish momentum in Nvidia's stock is driven by investor optimism regarding a resolution to trade uncertainties [3]. Group 2: Trade Relations - President Trump indicated that tariffs on China may "come down substantially," suggesting a softer trade-war stance from the administration [3]. - This potential easing of trade tensions is contributing to a more favorable market environment for Nvidia and other companies [2][3]. Group 3: AI Software Platform - Nvidia is seeing positive news regarding the adoption of its AI Enterprise software platform, which is expected to enhance its market position [2]. - The company is making strides in software initiatives beyond its CUDA AI software development platform, which is crucial for strengthening its hardware ecosystem [4]. Group 4: Strategic Partnerships - Cerence announced a partnership with MediaTek to develop an advanced in-vehicle AI platform utilizing Nvidia's AI Enterprise software [5]. - Nvidia's leadership in agentic AI services is anticipated to have significant positive impacts on its financial performance in the long term [5].