The company also generated a record $49 billion in free cash flow and approved an additional $80 billion share repurchase authorization. NVIDIA guided for second-quarter revenue of $91 billion, plus or minus 2%. Executives See Multi-Trillion-Dollar AI Infrastructure Opportunity CEO Jensen Huang said AI infrastructure demand has "gone parabolic" as enterprises and cloud providers scale agentic AI w...
The company also generated a record $49 billion in free cash flow and approved an additional $80 billion share repurchase authorization. NVIDIA guided for second-quarter revenue of $91 billion, plus or minus 2%. Executives See Multi-Trillion-Dollar AI Infrastructure Opportunity CEO Jensen Huang said AI infrastructure demand has "gone parabolic" as enterprises and cloud providers scale agentic AI workloads. He added that NVIDIA expects to grow faster than hyperscaler capital expenditures by expanding across sovereign AI, robotics, industrial AI, and enterprise deployments. Kress estimated global AI infrastructure spending could eventually reach $3 trillion to $4 trillion annually. At the same time, Huang said NVIDIA's upcoming Vera Rubin platform could open a roughly $200 billion CPU market tied to AI inference and orchestration workloads. NVIDIA continues to anchor the broader AI infrastructure rally, with analysts and portfolio managers pointing to accelerating hyperscaler spending, expanding AI compute demand, and long-term infrastructure buildouts, even as some investors raise concerns around valuation and margin sustainability. Analysts See NVIDIA As Central To AI Infrastructure Growth Futurum analyst Daniel Newman told CNBC on Thursday that NVIDIA continues to hold a dominant position in AI infrastructure despite rising competition and valuation concerns. He compared NVIDIA's current role to Apple during the previous technology cycle, describing the company as both a high-growth and relatively safe AI investment. He added that Futurum expects AI compute capacity to reach 190 gigawatts by 2030 alongside nearly $3 trillion in AI infrastructure spending. Similarly, Pence Capital Management CIO Dryden Pence told CNBC on Thursday that NVIDIA is foundational AI infrastructure, comparing the company's role to the transcontinental railroad during America's industrial expansion. Pence said Microsoft, Amazon, and Meta continue placing massive orders for AI infrastructure...
Palantir is among the most controversial technology companies of the modern era. Its clients include US Immigration and Customs Enforcement (Ice), the US Army, police, intelligence, and security agencies in multiple European countries. The company also supplies technology to the Israeli military amid its genocide in Gaza. Despite mounting scrutiny over Palantir’s alleged links to human rights abus...
Palantir is among the most controversial technology companies of the modern era. Its clients include US Immigration and Customs Enforcement (Ice), the US Army, police, intelligence, and security agencies in multiple European countries. The company also supplies technology to the Israeli military amid its genocide in Gaza. Despite mounting scrutiny over Palantir’s alleged links to human rights abuses and Israeli war crimes, several major media organisations have still partnered with the company – including German publishing giant Axel Springer, the new owner of the British newspaper The Telegraph. Axel Springer – which also owns Politico, Business Insider, Bild, and Welt – uses Palantir’s Foundry software across its media operations. Palantir has said that Axel Springer used Foundry to integrate data from its various publications and revenue streams, helping to build what the company described as "a more agile, data-driven publishing organisation" capable of responding more effectively to shifts in consumer behaviour and audience interests. According to Palantir, Foundry enables Axel Springer to gain "detailed insights into readership behaviour, advertising performance, and subscription models". New MEE newsletter: Jerusalem Dispatch Sign up to get the latest insights and analysis on Israel-Palestine, alongside Turkey Unpacked and other MEE newsletters But the relationship between Axel Springer and Palantir extends beyond technology partnerships. Between 2018 and 2019, Palantir chief executive Alexander Karp served on the publisher's supervisory board. Karp and Axel Springer's CEO, Mathias Döpfner, first met years earlier "at a party during Döpfner’s university days". The ties also appear to extend to Döpfner's son, Moritz, who reportedly worked as chief of staff at Thiel Capital, the investment firm founded by Palantir co-founder Peter Thiel. German business outlet Manager Magazin has reported that Thiel later invested in a venture capital fund established by Moritz...
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) fell 2.6% in the afternoon session after a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report. The decline was part of an industry-wide trend where investors retreat from richly valued chip stocks. These stocks were a primary force behind the U.S. market's...
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) fell 2.6% in the afternoon session after a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report. The decline was part of an industry-wide trend where investors retreat from richly valued chip stocks. These stocks were a primary force behind the U.S. market's climb to record highs. Earnings from Nvidia, a key player in the artificial intelligence space, were viewed as a significant test for the AI boom narrative that powered the market. This uncertainty contributed to the negative sentiment across the semiconductor space, leading to a slide in major chipmakers. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy AMD? Access our full analysis report here, it’s free. What Is The Market Telling Us AMD’s shares are extremely volatile and have had 37 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 11 days ago when the stock gained 9.9% on as the semiconductor sector rose buoyed by robust AI-related demand and a strong global sales outlook. Global semiconductor sales are on a significant upward trend, projected to surpass $1 trillion this year, largely driven by widespread AI infrastructure and data-center needs. This surge in demand is already translating into tangible results for companies in the sector. For instance, ChipMOS reported a 32.2% year-over-year revenue increase for April, citing a 'persistent AI-related demand/supply imbalance.' Further underscoring the industry's expansion, companies like Advanced Semiconductor Engineering are collaborating to build new state-of-the-art manufacturing facilities to meet the growing needs for high-performa...
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) fell 2.6% in the afternoon session after a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report. The decline was part of an industry-wide trend where investors retreat from richly valued chip stocks. These stocks were a primary force behind the U.S. market's...
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) fell 2.6% in the afternoon session after a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report. The decline was part of an industry-wide trend where investors retreat from richly valued chip stocks. These stocks were a primary force behind the U.S. market's climb to record highs. Earnings from Nvidia, a key player in the artificial intelligence space, were viewed as a significant test for the AI boom narrative that powered the market. This uncertainty contributed to the negative sentiment across the semiconductor space, leading to a slide in major chipmakers. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy AMD? Access our full analysis report here, it’s free. What Is The Market Telling Us AMD’s shares are extremely volatile and have had 37 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 11 days ago when the stock gained 9.9% on as the semiconductor sector rose buoyed by robust AI-related demand and a strong global sales outlook. Global semiconductor sales are on a significant upward trend, projected to surpass $1 trillion this year, largely driven by widespread AI infrastructure and data-center needs. This surge in demand is already translating into tangible results for companies in the sector. For instance, ChipMOS reported a 32.2% year-over-year revenue increase for April, citing a 'persistent AI-related demand/supply imbalance.' Further underscoring the industry's expansion, companies like Advanced Semiconductor Engineering are collaborating to build new state-of-the-art manufacturing facilities to meet the growing needs for high-performa...
Investec is stepping up its private-banking offering in South Africa and in the UK as the lender looks to attract rich clients across the world and position itself for further growth. The South Africa- and UK-listed business plans to broaden its offering to include integrated banking, lending and wealth partnerships and an advice-based proposition for affluent clients, it said Thursday. The pivot ...
Investec is stepping up its private-banking offering in South Africa and in the UK as the lender looks to attract rich clients across the world and position itself for further growth. The South Africa- and UK-listed business plans to broaden its offering to include integrated banking, lending and wealth partnerships and an advice-based proposition for affluent clients, it said Thursday. The pivot comes as the battle for high-net-worth individuals intensifies globally, with banks turning to fee-based income to offset volatile interest margins. In Johannesburg, lenders are launching bespoke private offerings and digital-first wealth platforms to South Africans earning more than 750,000 rand ($45,000) a year, about four times the average household income, with entry-level private-bank accounts. Read More: A $44,000 Salary Now Unlocks Private Banking in South Africa “If you look at our South African competitors, it is really hard for them to serve a high-net-worth clients the way we do given the seamless integration of banking and wealth,” Group Chief Executive Officer Fani Titi said. “Our international presence goes from Switzerland, Channel Islands, and now Dubai, and the UK, of course, so we’re very competitive in how we serve our clients.” In the UK, incumbents such as Barclays Plc and HSBC Holdings Plc face stiffening competition in targeting affluent professionals from global players entering the market and local ones looking to deepen their offerings. Read More: UK Banks Push to Manage Billions of Pounds Sitting Uninvested Both markets are seeing a surge in “hyper-personalized” digital services, where AI-driven insights and global investment access are now minimum entry requirements. This rivalry is compressing margins, forcing lenders to bundle lifestyle rewards with traditional asset management to maintain client loyalty. In South Africa, Investec plans to almost double its private-client base by 2030, targeting a further 122,000 people to join the 128,000 now ...
Key Points There are few industries with growth potential greater than healthcare. By pushing R&D, healthcare-related companies continue to expand. These ETFs allow you to include a wide variety of healthcare companies in your portfolio. 10 stocks we like better than Global X Funds - Global X HealthTech ETF › Healthcare remains one of the most recession-resistant sectors in the market. Regardless ...
Key Points There are few industries with growth potential greater than healthcare. By pushing R&D, healthcare-related companies continue to expand. These ETFs allow you to include a wide variety of healthcare companies in your portfolio. 10 stocks we like better than Global X Funds - Global X HealthTech ETF › Healthcare remains one of the most recession-resistant sectors in the market. Regardless of what's going on with the rest of the market, people need medical care and prescription drugs. If you're seeking stability and long-term growth potential, healthcare ETFs offer diversified exposure to the industry. Here are three of the most resilient healthcare ETFs worth considering. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Vanguard Health Care ETF (NYSEMKT: VHT) By tracking a broad benchmark of healthcare stocks, VHT ranks among the best ETFs for long-term growth. The fund offers broad exposure to the healthcare sector, including pharmaceuticals, medical equipment, biotechnology, and managed care. What makes VHT attractive Low expense ratio: Vanguard's trademark low-cost structure (currently at 0.09%) makes VHT an economical choice for long-term investors. Vanguard's trademark low-cost structure (currently at 0.09%) makes VHT an economical choice for long-term investors. Diversification: Includes healthcare industry giants like Eli Lilly , Johnson & Johnson , and AbbVie . Includes healthcare industry giants like , , and . Comprehensive holdings: VHT seeks to capture growth across multiple subsectors. VHT seeks to capture growth across multiple subsectors. Proven track record: The fund has a historical record of solid long-term growth. VHT may be an ideal addition to your portfolio if you're looking for core healthcare exposure without having to pick out individual healthcare stocks. iShares U....
When it comes to AI-related shares, investors are only seeing stars . Tech stocks jumped in Asia after Nvidia’s earnings and SpaceX’s IPO filing inflamed enthusiasm toward the sector. LG Electronics and Hyundai Mobis both surged more than 10% in Seoul as Nvidia CEO Jensen Huang touted new opportunities in the form of robots and automated vehicles. Samsung rallied 8% after averting a strike . SoftB...
When it comes to AI-related shares, investors are only seeing stars . Tech stocks jumped in Asia after Nvidia’s earnings and SpaceX’s IPO filing inflamed enthusiasm toward the sector. LG Electronics and Hyundai Mobis both surged more than 10% in Seoul as Nvidia CEO Jensen Huang touted new opportunities in the form of robots and automated vehicles. Samsung rallied 8% after averting a strike . SoftBank rose 20% in Tokyo on news OpenAI is preparing to file an IPO . A gauge of tech shares on MSCI’s Asian index has climbed 64% this year, compared to a 17% gain for the broader regional benchmark, as investors piled into what they perceive to be the picks and shovels of the AI gold rush. In so doing they are creating tech giants, with Samsung and Taiwan’s TSMC together adding about $1.2 trillion in market value in 2026. The apex of AI ambitions is Elon Musk’s SpaceX, which filed for what stands to be the largest-ever IPO , and his aspirations to build data centers in space (and a human settlement on Mars). Back on Earth, the new technology is resulting in the more prosaic outcome of fewer bankers on Wall Street. JPMorgan’s Jamie Dimon became the latest CEO to talk about the impact, saying the bank will likely hire more AI specialists and fewer traditional bankers as the adoption of the technology accelerates. Earlier this week, Standard Chartered CEO Bill Winters sparked criticism after saying the lender will replace “lower-value human capital” with technology. That followed remarks from Goldman Sachs President John Waldron, who described back-office operations as a “human assembly line” ripe for automation. HSBC CEO is Georges Elhedery is betting on AI to shrink its middle and back offices. Perhaps Mars is the future . What You Need to Know Today Samsung Chip Workers to Get Average $340,000 Bonus in AI Boom Samsung could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after it struck a last-minute deal with labor unions. Read mo...
Palantir Technologies (PLTR) is challenging Pentagon's Defense Intelligence Agency over its ability Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Palantir Technologies (PLTR) is challenging Pentagon's Defense Intelligence Agency over its ability Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
It seems like all the attention in recent years has gone to the artificial intelligence trade. This is understandable. The poster child of this boom, Nvidia, is trying to close in on a mind-boggling $6 trillion market cap. Investors should learn to expand their horizons, though. Even in areas of the market that might appear boring, such as the industrial sector, there can be worthwhile opportuniti...
It seems like all the attention in recent years has gone to the artificial intelligence trade. This is understandable. The poster child of this boom, Nvidia, is trying to close in on a mind-boggling $6 trillion market cap. Investors should learn to expand their horizons, though. Even in areas of the market that might appear boring, such as the industrial sector, there can be worthwhile opportunities, like this special company. Continue reading to learn about the best industrial stock to own for the next 10 years. These favorable traits highlight a high-quality business The business investors should focus their attention on is Ferrari (RACE +3.69%), the Italian carmaker that stands out in the industry. There are notable factors indicating that this is an outstanding company. Ferrari's success ultimately depends on its brand, which is recognized as a luxury one in the industry. The business intentionally limits the volume of cars that it makes and sells, supporting incredible demand. This strategy leads to pricing power, with Ferrari cars costing as much as houses do. Some models even fetch seven-figure price tags. Consequently, the business generates impressive profits. Its operating margin came in at 29.7% in the latest quarter. Perhaps an overlooked characteristic is that this company would likely fare well in an adverse economic scenario, something that can't be said about the mass market auto sector. Because Ferrari caters to an ultra-wealthy population -- a group that can probably still buy expensive cars in recessionary periods -- its financials don't experience much volatility. Expand NYSE : RACE Ferrari Today's Change ( 3.69 %) $ 12.15 Current Price $ 341.81 Key Data Points Market Cap $60B Day's Range $ 328.63 - $ 342.16 52wk Range $ 312.51 - $ 519.10 Volume 2.7K Avg Vol 622K Gross Margin 51.86 % Dividend Yield 1.24 % Now is a great time to buy this market-beating stock On May 5, Ferrari reported financial results for its first quarter, which ended on March 3...
rolvram 15 minutes ago President Capital Adjusts Price Target on Nvidia to $295 From $280, Maintains Buy Rating MT Newswires 05:28:34 AM ET, 05/21/2026 GLOBAL MARKETS-Stocks edge higher as investors mull Iran talks and Nvidia earnings Reuters 05:26:51 AM ET, 05/21/2026 Fubon Securities Adjusts Price Target on Nvidia to $300 From $270, Maintains Buy Rating MT Newswires 05:26:38 AM ET, 05/21/2026 Ra...
rolvram 15 minutes ago President Capital Adjusts Price Target on Nvidia to $295 From $280, Maintains Buy Rating MT Newswires 05:28:34 AM ET, 05/21/2026 GLOBAL MARKETS-Stocks edge higher as investors mull Iran talks and Nvidia earnings Reuters 05:26:51 AM ET, 05/21/2026 Fubon Securities Adjusts Price Target on Nvidia to $300 From $270, Maintains Buy Rating MT Newswires 05:26:38 AM ET, 05/21/2026 Raymond James Adjusts Price Target on Nvidia to $330 From $323, Maintains Strong Buy Rating MT Newswires 05:26:01 AM ET, 05/21/2026 KeyBanc Adjusts Price Target on Nvidia to $310 From $300, Maintains Overweight Rating MT Newswires 05:25:49 AM ET, 05/21/2026 Seaport Global Adjusts Price Target on Nvidia to $180 From $140, Maintains Sell Rating MT Newswires 05:25:41 AM ET, 05/21/2026 Mizuho Adjusts Price Target on Nvidia to $300 From $275, Maintains Outperform Rating MT Newswires 05:25:34 AM ET, 05/21/2026 Bernstein Adjusts Price Target on Nvidia to $315 From $300, Maintains Outperform Rating MT Newswires 05:25:22 AM ET, 05/21/2026 Stifel Adjusts Price Target on Nvidia to $282 From $250, Maintains Buy Rating MT Newswires 05:21:20 AM ET, 05/21/2026 Needham Adjusts Price Target on Nvidia to $270 From $240, Maintains Buy Rating MT Newswires 05:21:08 AM ET, 05/21/2026 Mizuho Adjusts Price Target on Nvidia to $300 From $275, Maintains Outperform Rating MT Newswires 05:25:34 AM ET, 05/21/2026 Bernstein Adjusts Price Target on Nvidia to $315 From $300, Maintains Outperform Rating MT Newswires 05:25:22 AM ET, 05/21/2026 Stifel Adjusts Price Target on Nvidia to $282 From $250, Maintains Buy Rating MT Newswires 05:21:20 AM ET, 05/21/2026 Needham Adjusts Price Target on Nvidia to $270 From $240, Maintains Buy Rating MT Newswires 05:21:08 AM ET, 05/21/2026 Goldman Sachs Adjusts Price Target on Nvidia to $285 From $250, Maintains Buy Rating MT Newswires 05:20:54 AM ET, 05/21/2026 BNP Paribas Adjusts Price Target on Nvidia to $285 From $270, Maintains Outperform Rating MT Newswires 05:20:47 ...