Jensen Huang, CEO of Nvidia, holds a motherboard as he speaks during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, on June 11, 2025.Nvidia CEO Jensen Huang unloaded roughly $36.4 million worth of stock in the leading artificial intelligence chipmaker, according to a U.S. Securities and Exchange Commission filing.The sale, which totals 225,000 shares, comes as part of Huang's previously adopted plan in March to unload up to 6 mi ...

Nvidia (NVDA 0.75%) is back as the most valuable company in the world, and it just hit a crucial milestone. It has become the first company to hit a $4 trillion in value. Let's see why investors are getting more excited about it and why it can soar higher. Leading in AI Nvidia has been a successful company for decades, but its products have historically been geared toward the gaming industry. It became a household name when ChatGPT launched in 2022, forever changing how the world interacts with artificial i ...

V i e w p o i n t | 07 Jul 2025 02:00:00 ET │ 15 pages NVIDIA Corp (NVDA.O) Mid-Q Update – Lifting TP to $190 on Expanded AI TAM CITI'S TAKE We raise TP on Nvidia to $190 on AI TAM expansion. We model total 2028 data center semis AI TAM to now reach $563B or 13% above our prior expectation of $500B (Figure 3). The 4% increase in compute TAM is driven by higher-than-expected sovereign AI demand. Moreover, there was discussion of 10k GPUs or a supercomputer required per 10k employees at enterprises for agenti ...

CALGARY, Alberta, July 10, 2025 (GLOBE NEWSWIRE) -- Gibson Energy Inc. (TSX:GEI) (“Gibson” or the “Company”) announced today that it expects to release its 2025 second quarter financial and operating results on Monday, July 28, 2025, after the close of North American markets. The 2025 second quarter management's discussion and analysis and unaudited consolidated financial statements will be available on the Company's website at www.gibsonenergy.com and on SEDAR+ at www.sedarplus.ca. Earnings Conference Call ...

CALGARY, Alberta, July 10, 2025 (GLOBE NEWSWIRE) -- Gibson Energy Inc. (TSX:GEI) (“Gibson” or the “Company”) announced today that it expects to release its 2025 second quarter financial and operating results on Monday, July 28, 2025, after the close of North American markets. The 2025 second quarter management's discussion and analysis and unaudited consolidated financial statements will be available on the Company's website at www.gibsonenergy.com and on SEDAR+ at www.sedarplus.ca. Earnings Conference Call ...

Key Takeaways RGTI offers pulse-level access to QPUs, enabling deep customization beyond gate-level commands. This feature integrates with Rigetti's QCS platform, easing the shift from research to real-world use. Despite advanced tech, RGTI shares are down 11.5% YTD and trade at a high price-to-book ratio.Rigetti Computing (RGTI) is quietly setting itself apart in the quantum computing space by offering pulse-level access to its quantum processing units. This feature gives developers far greater control o ...

Key Takeaways STNE stock has jumped 108.7% YTD, outperforming peers like PAGS and DLO by a wide margin. StoneCo's MSMB client base, PIX volumes and retail deposits all posted solid Q1 growth. STNE trades at 10.67X forward P/E, well below its three-year high and industry average of 40.58X.StoneCo Ltd. (STNE) shares have surged 108.7%, significantly outperforming the Internet–Software industry and the S&P 500, which rose around 16.2% and 5.2%, respectively. This impressive rally also puts StoneCo ahead of m ...

The market expects Euronet Worldwide (EEFT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they m ...

Industry Overview - The financial transaction services industry is poised for growth due to increasing transaction volumes driven by digital adoption and ongoing global digitization [1][2] - Providers are also benefiting from the rise in contactless and cross-border payments, resilient consumer spending, and strategic growth through mergers and acquisitions [2][4] - The industry is currently ranked in the top 18% of Zacks Industry Rank, indicating potential outperformance in the market over the next three to six months [5] Company Insights Visa Inc. - Visa's market position is strengthened by consistent volume-driven growth, acquisitions, and technological leadership in digital payments [7] - The company has invested $3.5 billion in a data platform to prevent $40 billion in fraud annually, embedding AI into over 100 products for fraud prevention and cybersecurity [9][10] - Visa's expected revenue and earnings growth rates for the current year are 10.2% and 12.9%, respectively, with a recent improvement in earnings estimates [10] Mastercard Inc. - Mastercard is expanding its addressable markets through acquisitions, with an expected net revenue increase of 13% year over year in 2025 [11] - The company is leveraging AI across various operations, including fraud detection, payment processing optimization, and customer experience personalization [12] - Mastercard's expected revenue and earnings growth rates for the current year are 13.1% and 9.7%, respectively, with a recent improvement in earnings estimates [14] PayPal Holdings Inc. - PayPal is experiencing robust growth in total payment volume, with strengthening customer engagement and improving monetization efforts on its platform [15][16] - The company is leveraging AI to enhance fraud detection, personalized experiences, and operational efficiency [17] - PayPal's expected revenue and earnings growth rates for the current year are 3.7% and 8%, respectively, with a recent improvement in earnings estimates [17]

Core Insights - The demand for data centers is expected to significantly boost semiconductor stocks for years to come, with companies like NVIDIA leading the market with over 80% share in GPUs [1][2]. Group 1: Semiconductor Companies - ASML is a leader in extreme ultraviolet (EUV) lithography systems, essential for producing advanced chips required for AI applications, achieving 52% year-over-year revenue growth in its latest quarter [3][6]. - Applied Materials provides key technologies for chip manufacturing, including processes necessary for high-performance AI chips, and is expected to see revenue growth of 6.5% to $29 billion by 2025 [7][9]. - KLA specializes in yield management, helping manufacturers improve efficiency and reduce defects in chip production, with analysts raising price targets in anticipation of strong earnings [12][13]. Group 2: Market Trends and Projections - The shift towards more power-efficient chips in hyperscale data centers is driving the need for advanced semiconductor technologies [2][4]. - Generative AI workloads necessitate cutting-edge GPUs and specialized accelerators, which rely on precision manufacturing equipment [5]. - Analysts have set a consensus price target of $923.80 for ASML, indicating a potential gain of over 16%, while KLA's stock is currently above its consensus price target, reflecting strong market expectations [6][12].