Latest Articles
-
Anthropic’s Big Software Reset: Winners & Losers
In early February 2026, the tech sector saw a sharp and sudden valuation reset, with nearly $300 billion in market capitalization wiped out in roughly a single trading day. The declines were concentrated in software, data services, and IT outsour...
-
Is NVIDIA Stock Built to Withstand More Downside?
NVIDIA (NVDA) stock is down 10.7% in 5 trading days. The recent slide reflects renewed concerns around AI competition hurting software demand and China sales uncertainty, but sharp drops like this often raise a tougher question: is the weakness t...
-
Stronger Bet Than Monolithic Power Systems Stock: NVDA, MU Deliver More
NVDA, MU are Monolithic Power Systems’s peers in Semiconductors industry that have: 1) Lower valuation (P/OpInc) compared to Monolithic Power Systems stock 2) But higher revenue and operating income growth This disconnect between valuatio...
-
NVIDIA Stock To $242?
Our multi-factor assessment suggests that it may be time to buy more shares of NVDA stock. We have, overall, a positive view of the stock, and a price of $242 may not be out of reach. We believe there is nothing to fear in NVDA stock given its o...
-
NVDA, MU Top Analog Devices Stock on Price & Potential
NVDA, MU are Analog Devices’s peers in Semiconductors industry that have: 1) Lower valuation (P/OpInc) compared to Analog Devices stock 2) But higher revenue and operating income growth This disconnect between valuation and performance co...
-
What Could Rocket NVIDIA Stock to New Heights
NVDA has experienced multiple explosive rallies historically. The stock surged over 50% within two months on 11 occasions, notably in 2016 and 2024, and climbed more than 30% in similar periods 15 times, including key years like 2017 and 2024. If...
-
Why NVIDIA Stock Jumped 70%?
NVIDIA (NVDA) ’s stock skyrocketed 73%, fueled by a powerful blend of AI-driven data center demand and stellar Q3 earnings. While margins slipped slightly, a surging revenue and expanding P/E multiple reflect the market’s confidence in its GPU do...
-
NVDA, MU Look Smarter Buy Than Monolithic Power Systems Stock
NVDA, MU are Monolithic Power Systems’s peers in Semiconductors industry that have: 1) Lower valuation (P/OpInc) compared to Monolithic Power Systems stock 2) But higher revenue and operating income growth This disconnect between valuatio...
-
Why NVIDIA Stock Jumped 70%?
NVIDIA (NVDA) ’s stock surged 67%, powered by a revenue jump and a rising P/E multiple, even as margins slipped. Behind the rally: a Q3 earnings beat, booming AI demand, key strategic deals, and fresh growth sparked by China’s reopening and cutti...
-
3 Key Risks That Could Drag Down NVIDIA Stock
NVIDIA (NVDA) has stumbled before. Its stock has plunged more than 30% within a span of less than 2 months on as many as 8 different occasions in recent years, wiping out billions in market value, and erasing massive gains in a single correction....
-
A Decade of Rewards: $96 Bil From NVIDIA Stock
In the last decade, NVIDIA (NVDA) stock has returned a notable $96 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the market...
-
Will Nvidia One-Up Tesla In Physical AI?
In early 2026, the race for “physical AI” – the shift from intelligence confined to screens to machines that move, see, and act in the real world- has become the defining battle in artificial intelligence. Tesla (NASDAQ:TSLA) sits at the ce...
-
NVIDIA Stock To $244?
Our multi-factor assessment suggests that it may be time to buy more shares of NVDA stock. We have, overall, a positive view of the stock, and a price of $244 may not be out of reach. We believe there is nothing to fear in NVDA stock given its o...
-
Inside Nvidia’s $20 Billion Gambit to Save Its Margins
For the past three years, Nvdia (NASDAQ:NVDA) has operated as the undisputed king of the AI era, fueled by a voracious global appetite for large-scale model training. However, the company’s recent strategic maneuver – a massive $20 billion ...
-
What Does 2026 Have In Store For Nvidia Stock?
Nvidia (NASDAQ:NVDA) had a spectacular 2025, with the stock climbing over 35% on the back of surging demand for its top GPUs. Revenues are projected to rise more than 63% for the current fiscal year ending in late January. But 2026 could shape up...
