Market Overview - The S&P 500 is trading at record levels, with many stocks also at high valuations, indicating potential for continued bullishness in the markets as companies post strong results [1] Nvidia - Nvidia has been a strong investment, with high demand for its chips driven by AI investments, achieving a valuation of $4 trillion and a 23% increase since the start of the year [4] - Historically, Nvidia has generated positive returns in the second half of the year in 8 out of the last 10 years, averaging a return of 33%, which could push its market cap above $5 trillion if similar performance is repeated [5] - The company faces challenges such as tariffs and global trade issues, with export restrictions in China cutting its market share nearly in half [6] - Nvidia is currently trading at 38 times its estimated future earnings, which is considered expensive, but easing trade concerns could lead to strong second-half results [7] Advanced Micro Devices (AMD) - AMD has also performed well in the second half of the year, generating positive returns in 7 out of the last 10 years, with an average return of 31% [8] - The stock has increased by 21% this year, but its future performance will depend on the competitiveness of its chips compared to Nvidia's offerings [9] - AMD's recent quarter showed a 36% increase in sales to $7.4 billion, indicating strong growth potential [9][10] - The stock trades at a forward P/E multiple of 39, which is not cheap, but the AI sector's growth could justify investment [10] Tesla - Tesla has had mixed results in the second half of the year, with positive returns in 5 out of the last 10 years and an average gain of around 40% when it performs well [11] - The stock is down over 20% this year due to controversies surrounding CEO Elon Musk, but there is potential for a rebound if he can maintain focus [12] - Tesla's vehicle deliveries in Q2 were down 14% year-over-year, with sales down 9% and net income dropping 71% to $409 million [13] - The stock is considered risky, trading at a forward P/E of over 160, suggesting caution before making investment decisions [14]

On July 9, 2025, NVIDIA (NVDA) became the first publicly traded company to reach a $4 trillion market capitalization, surpassing tech titans such as Microsoft (MSFT) and Apple (AAPL) . The company’s stock has surged 17.8% so far this year and climbed 20% over the past 12 months.Riding the Generative AI WaveNVIDIA continues to benefit from the explosive growth of generative AI, sparked by the debut of OpenAI’s ChatGPT in 2022. Its hardware and software offerings—specifically modified graphics processing unit ...

Chipmaker Nvidia became the first public company in history to scale a $4tn market value on Wednesday as its stock price continues a years-long stratospheric rise.Shares of the top chip designer rose roughly 2.4% to $164, benefiting from the ongoing surge in demand for artificial intelligence technologies. Nvidia’s chips and associated software are considered world leaders for building artificial intelligence products.Nvidia achieved a $1tn market value for the first time back in June 2023 and the surge con ...

Google Convinces OpenAI to Use TPU Chips in Win Against Nvidia Qianer Liu Jun 27, 2025, 1:09pm PDT Photos via Getty, collage by Mike Sullivan OpenAI, one of the world's biggest customers of Nvidia artificial intelligence chips, recently began renting Google's AI chips to power ChatGPT and other products, the first time it has used non-Nvidia chips in a meaningful way, according to a person who is involved in the arrangement. The deal also shows how Google's longtime strategy of developing technology or busi ...

Investors have piled into artificial intelligence (AI) stocks over the past couple of years, especially big names such as AI chip leader Nvidia or cloud giant Amazon. Though these companies have helped shareholders score a major win quarter after quarter and could continue to climb, some investors now are looking beyond these names that have constantly been on center stage. They aim to find the next big AI success story, and one that has emerged in recent times is CoreWeave (CRWV -1.00%).This tech company i ...

Nvidia (NVDA -0.85%) is one of the most valuable companies in the world, with a market cap north of $3 trillion. It's a big name in artificial intelligence (AI) due to its high-powered chips, which are used in developing AI models and chatbots. They have proven to be essential for tech companies looking to capitalize on the latest AI trends and who don't want to fall behind their rivals.For investors, however, buying Nvidia may not seem as alluring anymore, given its high valuation. A more tantalizing optio ...

Reading the tea leaves on Nvidia While there is still broader market uncertainty, particularly as U.S. Treasury yields surged, investors seem to have renewed faith in AI demand and Nvidia currently trades at a cheaper forward earnings multiple than earlier this year, so it's not a bad time for long-term oriented buyers to buy shares or start dollar-cost averaging again. A ride-sharing company with autonomous potential Many sports fans may know David Tepper as the owner of the NFL's Carolina Panthers. But in ...

Microsoft store in Manhattan, New York City, United States of America on July 16th, 2024. (Photo by ... More Beata Zawrzel/NurPhoto via Getty Images)NurPhoto via Getty ImagesWhy would you want to pay 50x cash flow for Microsoft’s (NASDAQ:MSFT) stock, when you can buy Nvidia at about the same price? Nvidia’s revenues are growing close to 100%, Microsoft’s at 15%. Yes, not 50%, but 15%. What’s worse - Nvidia’s cash flow margins are about 47%, almost 1.7x Microsoft’s margins.In other words, more of that top li ...