Nvidia’s (NVDA) most important metric isn’t its data center revenue, hyperscaler capex trends, or the yield on its latest GPU chips. It isn’t talked about much by semiconductor analysts and is mostly hidden behind dense tech jargon, but it may become one of the most important drivers of Nvidia’s stock – and could be the key to unlocking trillions in additional valuation over the next decade. This ...
Nvidia’s (NVDA) most important metric isn’t its data center revenue, hyperscaler capex trends, or the yield on its latest GPU chips. It isn’t talked about much by semiconductor analysts and is mostly hidden behind dense tech jargon, but it may become one of the most important drivers of Nvidia’s stock – and could be the key to unlocking trillions in additional valuation over the next decade. This analysis focuses on this underappreciated metric: The Total Addressable Market of Life. Currently, the market is pricing Nvidia as a high-performing hardware leader. At roughly 21x forward earnings, the stock is arguably fairly valued if you view it through the lens of a traditional semiconductor cycle. But there lies the mistake: looking at Nvidia through the same prism as AMD or Intel only captures the “GPU cycle.” It does not yet account for the massive upside of a potential “Biology Premium.” That disconnect is already showing up in how investors are reacting to near-term signals – Nvidia’s $1 trillion pipeline has barely moved the stock, even as several Nvidia vendors and customers look set to rally. Nvidia and its most forward-looking investors are NOT focused on enterprise IT budgets. CEO Jensen Huang, the master entrepreneur, has been able to focus the world on an entirely different plane of existence. It’s good. No, it’s phenomenal—we all need to look beyond our noses. Look beyond chatbots and code generators to 2030 and 2040. The message is simple. Gosh, how short-sighted can you be – look way far out into the future and imagine the human suffering we can eradicate. Disease is bad, cellular aging is terrible, and you don’t want your loved ones to suffer from incurable conditions. How dare you look and plan for the next quarter’s GPU shipments or even the next couple of years of data center buildouts? How short-sighted. Look at the fundamental nature of human biology and plan for the next century. Look beyond chatbots and code generators to 2030 and 2040. Look at t...
In recent trading, shares of AMC Networks Inc (Symbol: AMCX) have crossed above the average analyst 12-month target price of $6.80, changing hands for $6.81/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business de...
In recent trading, shares of AMC Networks Inc (Symbol: AMCX) have crossed above the average analyst 12-month target price of $6.80, changing hands for $6.81/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 5 different analyst targets within the Zacks coverage universe contributing to that average for AMC Networks Inc, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $6.00. And then on the other side of the spectrum one analyst has a target as high as $10.00. The standard deviation is $1.788. But the whole reason to look at the average AMCX price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with AMCX crossing above that average target price of $6.80/share, investors in AMCX have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $6.80 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover AMC Networks Inc: Recent AMCX Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 0 0 0 0 Buy ratings: 0 0 0 0 Hold ratings: 5 5 5 4 Sell ratings: 0 0 0 0 Strong sell ratings: 3 3 3 4 Average rating: 3.66 3.66 3.66 3.91 The average rating presented in the last row ...
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD) is in discussions to supply 10,000 AI chips to South Korea's Upstage, a move that could reduce reliance on Nvidia (NASDAQ:NVDA), according to a Monday Bloomberg report. Though AMD Stock dipped 2% on early Monday following the news. The talks follow a meeting last week in Seoul between AMD CEO Lisa Su and Upstage CEO Sung...
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD) is in discussions to supply 10,000 AI chips to South Korea's Upstage, a move that could reduce reliance on Nvidia (NASDAQ:NVDA), according to a Monday Bloomberg report. Though AMD Stock dipped 2% on early Monday following the news. The talks follow a meeting last week in Seoul between AMD CEO Lisa Su and Upstage CEO Sung Kim on providing the company's MI355 AI chips. If completed, the agreement would mark a sizable AI deal for AMD and strengthen its presence in South Korea's growing artificial intelligence market. Upstage is developing a large language model with roughly 200 billion parameters as part of a government-backed competition known as the AI Squid Game. The contest evaluates teams every six months, with higher-performing participants gaining greater access to high-end computing resources, including Nvidia GPUs. The startup said it aims to improve efficiency and control costs while reducing dependence on a single supplier. Upstage is also planning to expand abroad, including markets such as the United Arab Emirates and Vietnam, with sovereign AI systems designed to maintain local data and infrastructure.
Advanced Micro Devices AMD is in discussions to supply 10,000 AI chips to South Korea's Upstage, a move that could reduce reliance on Nvidia NVDA, according to a Monday Bloomberg report. Though AMD Stock dipped 2% on early Monday following the news. The talks follow a meeting last week in Seoul between AMD CEO Lisa Su and Upstage CEO Sung Kim on providing the company's MI355 AI chips. If completed...
Advanced Micro Devices AMD is in discussions to supply 10,000 AI chips to South Korea's Upstage, a move that could reduce reliance on Nvidia NVDA, according to a Monday Bloomberg report. Though AMD Stock dipped 2% on early Monday following the news. The talks follow a meeting last week in Seoul between AMD CEO Lisa Su and Upstage CEO Sung Kim on providing the company's MI355 AI chips. If completed, the agreement would mark a sizable AI deal for AMD and strengthen its presence in South Korea's growing artificial intelligence market. Upstage is developing a large language model with roughly 200 billion parameters as part of a government-backed competition known as the AI Squid Game. The contest evaluates teams every six months, with higher-performing participants gaining greater access to high-end computing resources, including Nvidia GPUs. The startup said it aims to improve efficiency and control costs while reducing dependence on a single supplier. Upstage is also planning to expand abroad, including markets such as the United Arab Emirates and Vietnam, with sovereign AI systems designed to maintain local data and infrastructure.
US President Donald Trump said on Monday that the US would halt military strikes on Iranian power plants for five days following discussions with Tehran. Trump said on social media that he had instructed the Department of Defence to “postpone any and all military strikes” against power and energy infrastructure for a five-day period, “subject to success of ongoing meetings and discussions”. More t...
US President Donald Trump said on Monday that the US would halt military strikes on Iranian power plants for five days following discussions with Tehran. Trump said on social media that he had instructed the Department of Defence to “postpone any and all military strikes” against power and energy infrastructure for a five-day period, “subject to success of ongoing meetings and discussions”. More to follow...
(RTTNews) - 3D Systems Corporation (DDD) said Monday it has appointed Phyllis Nordstrom as executive vice president and chief financial officer, effective March 23, 2026. The company said Nordstrom, who has been serving as interim CFO since August 2025, will also continue to serve as chief administrative officer. She joined the company in September 2021 and brings more than 25 years of experience ...
(RTTNews) - 3D Systems Corporation (DDD) said Monday it has appointed Phyllis Nordstrom as executive vice president and chief financial officer, effective March 23, 2026. The company said Nordstrom, who has been serving as interim CFO since August 2025, will also continue to serve as chief administrative officer. She joined the company in September 2021 and brings more than 25 years of experience in finance, accounting, controls and risk management, spanning public companies and public accounting firms. 3D Systems shares had closed at $1.93 on Friday, down 5.39%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Applied Nutrition Plc. shares slumped the most since it 2024 IPO after warning of disruption from the Iran War. Shares fell as much as 19% before paring some losses. The stock trades down 8% as of 11:20 a.m. in London. The Coleen Rooney-backed protein shake and supplements maker said it’s aware of the “current disruption to shipping routes and purchasing activities within the Middle East” and expe...
Applied Nutrition Plc. shares slumped the most since it 2024 IPO after warning of disruption from the Iran War. Shares fell as much as 19% before paring some losses. The stock trades down 8% as of 11:20 a.m. in London. The Coleen Rooney-backed protein shake and supplements maker said it’s aware of the “current disruption to shipping routes and purchasing activities within the Middle East” and expects “some reduction in volumes” into the the second half, though it maintained guidance for the year. “We’ve always navigated through problems,” Chief Executive Officer Thomas Ryder said in an interview, highlighting the Covid-19 pandemic and Red Sea crisis when the price of shipping containers “went through the roof.” Growth will be skewed to the first half even more so, supported by the January fitness peak, retailer stockpiling and strong demand for new lines, including more creatine products and a range aimed at older consumers. Sales jumped 57% to £74.5 million ($99 million), meeting analyst estimates. International sales jumped 75%, overtaking UK sales thanks to strength in Latin America, according to a Monday statement . Applied Nutrition also signed a licensing deal with UK grocer WM Morrisons Supermarkets Ltd . to sell high-protein products, as it tries to move from sporting enthusiasts into the mainstream. It gets the brand seen in different parts of the supermarket, Ryder said, and requires “no investment from us, just our time and expertise.” Lifestyle and sports nutrition brands are continuing to gain traction. Today, Danone SA agreed to buy Huel , a UK maker of fortified protein powders and drinks.
Keir Starmer has promised to look at using “every lever that’s available to the government” to help with the cost of living impacts of the US-Israel war against Iran, ahead of an emergency meeting with senior ministers later on Monday. The prime minister is to chair a meeting of the Cobra committee on Monday afternoon, joining Andrew Bailey, the governor of the Bank of England, as well as Rachel R...
Keir Starmer has promised to look at using “every lever that’s available to the government” to help with the cost of living impacts of the US-Israel war against Iran, ahead of an emergency meeting with senior ministers later on Monday. The prime minister is to chair a meeting of the Cobra committee on Monday afternoon, joining Andrew Bailey, the governor of the Bank of England, as well as Rachel Reeves, the chancellor, and the energy secretary, Ed Miliband, among others, to discuss possible contingency measures. Speaking to reporters during a visit to a school in London, Starmer said he wanted to reassure Britons that everything was being done to mitigate the economic effects of the conflict, which has resulted in energy prices soaring and the cost of government borrowing also rising. “Cobra is the opportunity at the highest level to bring people together on matters of real, significant national importance,” Starmer said. “Obviously, Cobras are usually used for military considerations, consular considerations, but I think with the Iran war, most people are very concerned now, not only what they’re seeing on their screens in relation to the conflict itself, but also that question of ‘How is it going to affect me and my family?’ “And so today we’re looking at the economic impact, and I am asking for every lever that’s available to the government to deal with the cost of living to be discussed at Cobra. Hence we’ve got the Bank of England and others there. “But I want to make sure that when it comes to the cost of living, we’re doing everything we possibly can at a very difficult period like this.” Economists and energy experts have warned that the effect of the conflict, begun by the US and Israel launching air and missile strikes on Iran, could be similar or greater to the 1970s oil price shocks and the effect of Russia’s invasion of Ukraine. In response to the attacks, Iran has aimed missiles and drones at military and infrastructure targets in the Middle East and b...
hapabapa Klarna ( KLAR ) expands partnership with H&M to Romania and Hungary, offering flexible, interest-free payments online. Eligible customers can pay immediately, in 30 days, or in three interest-free installments. They can also adjust due dates, access early repayments, and get exclusive offers. The company is rapidly growing globally and in Romania, as it now serves 118M users across 45 mar...
hapabapa Klarna ( KLAR ) expands partnership with H&M to Romania and Hungary, offering flexible, interest-free payments online. Eligible customers can pay immediately, in 30 days, or in three interest-free installments. They can also adjust due dates, access early repayments, and get exclusive offers. The company is rapidly growing globally and in Romania, as it now serves 118M users across 45 markets and 500K in Romania, with 1M+ retail partners and $128B in volume in the past 12 months. Klarna (KLRA) share up 1.5% to $12.80 in premarket hours. More on Klarna Klarna: A High-Risk Growth Play In The Fintech Sector Klarna: Paying Attention Here Klarna: Buy The Dip In Oversold Territory As Fair Financing Takes Off Klarna loses several senior executives, including investor relations head Klarna grows merchant network to over 1M
SlavkoSereda/iStock via Getty Images Stock futures soared and oil prices plunged suddenly on Monday after President Trump said the U.S. and Iran have held productive talks over the last two days, and the U.S. will halt any strikes on Iranian power plants and energy infrastructure for a five-day period. "I AM PLEASE TO REPORT THAT THE UNITED STATES OF AMERICA, AND THE COUNTRY OF IRAN, HAVE HAD, OVE...
SlavkoSereda/iStock via Getty Images Stock futures soared and oil prices plunged suddenly on Monday after President Trump said the U.S. and Iran have held productive talks over the last two days, and the U.S. will halt any strikes on Iranian power plants and energy infrastructure for a five-day period. "I AM PLEASE TO REPORT THAT THE UNITED STATES OF AMERICA, AND THE COUNTRY OF IRAN, HAVE HAD, OVER THE LAST TWO DAYS, VERY GOOD AND PRODUCTIVE CONVERSATIONS REGARDING A COMPLETE AND TOTAL RESOLUTION OF OUR HOSTILITIES IN THE MIDDLE EAST," Trump posted on Truth Social. "BASED ON THE TENOR AND TONE OF THESE IN DEPTH, DETAILED, AND CONSTRUCTIVE CONVERSATIONS, WITCH WILL CONTINUE THROUGHOUT THE WEEK, I HAVE INSTRUCTED THE DEPARTMENT OF WAR TO POSTPONE ANY AND ALL MILITARY STRIKES AGAINST IRANIAN POWER PLANTS AND ENERGY INFRASTRUCTURE FOR A FIVE DAY PERIOD, SUBJECT TO THE SUCCESS OF THE ONGOING MEETINGS AND DISCUSSIONS," the president said. Trump's 48-hour ultimatum issued Saturday to "fully open" the vital Strait of Hormuz expires later today. More to come... ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ) More on Crude Oil Weekly Market Pulse: Questions Wall Street Brunch: Oil And Rates Will Still Dominate Sentiment The 'Monetary Truman Show' Is Over: The Fed Is No Longer In Control
Treasuries soared, erasing earlier losses, after President Donald Trump ordered the Pentagon to postpone military strikes against Iranian power plants and energy infrastructure. The moves on Monday pushed US yields lower across maturities, initially led by the two-year tenor that’s among the most sensitive to Federal Reserve policy changes. Traders erased bets on monetary tightening by the Fed thi...
Treasuries soared, erasing earlier losses, after President Donald Trump ordered the Pentagon to postpone military strikes against Iranian power plants and energy infrastructure. The moves on Monday pushed US yields lower across maturities, initially led by the two-year tenor that’s among the most sensitive to Federal Reserve policy changes. Traders erased bets on monetary tightening by the Fed this year and resumed pricing in some easing. Before Trump’s comments, money markets were almost fully pricing a quarter-point hike.
For Immediate Release Chicago, IL – March 23, 2026 – Stocks in this week’s article are NVIDIA Corp. NVDA and Micron Technology, Inc. MU. Top 2 Profitable Stocks to Buy Right Now (NVDA, MU) Investors should prioritize companies that deliver strong returns after accounting for all operating and non-operating expenses. Consequently, businesses with consistent profits tend to be more appealing than th...
For Immediate Release Chicago, IL – March 23, 2026 – Stocks in this week’s article are NVIDIA Corp. NVDA and Micron Technology, Inc. MU. Top 2 Profitable Stocks to Buy Right Now (NVDA, MU) Investors should prioritize companies that deliver strong returns after accounting for all operating and non-operating expenses. Consequently, businesses with consistent profits tend to be more appealing than those running at a loss. To evaluate profitability, investors can use accounting ratios that highlight the most common measures of a company’s bottom-line performance. On that note, NVIDIA Corp. and Micron Technology, Inc. stand out as top profitable picks, supported by strong net income ratios and considerable upside potential. Net Income Ratio: What It Means The net income ratio indicates a company's exact profitability level. It reflects the percentage of net income to total sales revenues. Using the net income ratio, one can determine a firm’s effectiveness in meeting operating and non-operating expenses from revenues. A higher net income ratio usually implies a company’s ability to generate sufficient revenues and manage all business functions effectively. Here are two of the 20 stocks that qualified for the screening: NVIDIA NVIDIA is a global computing infrastructure company offering graphics, compute and networking solutions (read more: Palantir vs. NVIDIA: Which AI Stock Offers the Better Valuation?). The 12-month net profit margin of NVDA is 55.6% (read more: NVIDIA vs. Broadcom: The Smarter AI Stock to Buy for March 2026). Micron Technology Micron Technology is a provider of memory and storage products globally. The 12-month net profit margin of MU is 41.5%. Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> F...
A steady stream of cars pulled into an ordinary petrol station in Beijing’s Chaoyang District early on Monday afternoon, keeping the pumps far busier than on a normal weekday as drivers rushed to refuel ahead of the year’s biggest price hike at midnight. “I’m taking my lunch break to top up the tank quickly ahead of the price increase, as I fear long queues after work in the evening,” said Frank J...
A steady stream of cars pulled into an ordinary petrol station in Beijing’s Chaoyang District early on Monday afternoon, keeping the pumps far busier than on a normal weekday as drivers rushed to refuel ahead of the year’s biggest price hike at midnight. “I’m taking my lunch break to top up the tank quickly ahead of the price increase, as I fear long queues after work in the evening,” said Frank Jin, an office employee in Beijing. China will raise refined oil prices at midnight, marking the fifth increase this year. Under the current pricing mechanism, domestic petrol and diesel prices would be increased by 2,205 yuan (US$320) and 2,120 yuan per tonne, respectively, according to a statement from the National Development and Reform Commission (NDRC) on Monday. Advertisement After a temporary control measure, actual domestic petrol and diesel prices would be increased by 1,160 yuan and 1,115 yuan per tonne, respectively, the statement said. The price control marks the first government intervention to mitigate the impact of rising international oil price since the current refined oil pricing mechanism was introduced in 2013. Since the previous refined oil price adjustment in China on March 9, international crude prices have surged sharply due to escalating tensions in the Middle East, with regional oil prices hitting repeated record highs, according to the NDRC. Advertisement To cushion the impact of this abnormal rally and reduce burdens on downstream users, China would put in place temporary controls on domestic refined oil prices while keeping the existing pricing mechanism unchanged, the statement said.
Scotland has become the first part of the UK to screen newborn babies for spinal muscular atrophy (SMA), a rare genetic condition that causes progressive muscle wastage. Campaigners, who have long advocated for newborn testing because early detection is critical for treatment outcomes, hope the Scottish pilot will result in approval for the heel prick test across the UK. SMA affects an estimated 1...
Scotland has become the first part of the UK to screen newborn babies for spinal muscular atrophy (SMA), a rare genetic condition that causes progressive muscle wastage. Campaigners, who have long advocated for newborn testing because early detection is critical for treatment outcomes, hope the Scottish pilot will result in approval for the heel prick test across the UK. SMA affects an estimated 1 in 14,000 births worldwide and impacts movement, breathing and swallowing, and can limit life expectancy to two years without treatment. The condition was brought to wider attention after the former Little Mix singer Jesy Nelson revealed in January that her twin daughters, who were born prematurely in May 2025, had been diagnosed with SMA. Babies diagnosed only after they display symptoms have more limited options because damage to nerve cells cannot be reversed. Nelson said it took “the most gruelling three, four months, and endless appointments” before her babies were diagnosed with SMA type 1, which accounts for about 60% of all cases of the condition. Her petition calling for SMA to be added to postbirth baby checks elsewhere in the UK passed 100,000 signatures in February, and will be be debated in the Commons. All parents in Scotland are now offered SMA screening for their newborns through the existing heel prick test, which is taken about four days after birth. The Scottish government and pharmaceutical company Novartis are funding a two-year evaluation to assess how well screening can detect the condition earlier, allowing babies to receive treatment as soon as possible. On average, three to four babies a year are born with SMA in Scotland. There is no cure for the condition but there are now three NHS-funded drug treatments available. Giles Lomax, the chief executive of the charity SMA UK, said the screening pilot in Scotland would be “a huge impetus for other parts of the UK to speed up their own testing plans”. He hopes the Scotland trial will provide data that ...
An Air Canada Express plane with 76 people aboard collided with a fire truck shortly after landing at New York’s LaGuardia Airport late Sunday, killing the two pilots. The incident adds to a string of fatal accidents and near-misses that has pushed Transport Secretary Sean Duffy to implement radical reforms of air traffic control technology and his workforce to boost safety standards. (Source: Blo...
An Air Canada Express plane with 76 people aboard collided with a fire truck shortly after landing at New York’s LaGuardia Airport late Sunday, killing the two pilots. The incident adds to a string of fatal accidents and near-misses that has pushed Transport Secretary Sean Duffy to implement radical reforms of air traffic control technology and his workforce to boost safety standards. (Source: Bloomberg)
HS2's chief executive Mark Wild was expected to say this month the line would not be completed until after the current 2033 deadline and it would cost over £100bn in today's prices, but that announcement has now been delayed until after the May elections.
HS2's chief executive Mark Wild was expected to say this month the line would not be completed until after the current 2033 deadline and it would cost over £100bn in today's prices, but that announcement has now been delayed until after the May elections.
Stock index futures surged on Monday as market sentiment greatly improved after President Donald Trump said all military strikes against Iran will be postponed. Dow Jones Industrial Average futures ( INDU ) jumped 2.88%, S&P 500 futures ( SPX ) rose 2.72%, and Nasdaq 100 futures ( US100:IND ) gained 2.62%. Trump posted on Truth Social that he has ordered a pause on all military strikes against Ira...
Stock index futures surged on Monday as market sentiment greatly improved after President Donald Trump said all military strikes against Iran will be postponed. Dow Jones Industrial Average futures ( INDU ) jumped 2.88%, S&P 500 futures ( SPX ) rose 2.72%, and Nasdaq 100 futures ( US100:IND ) gained 2.62%. Trump posted on Truth Social that he has ordered a pause on all military strikes against Iranian power plants and energy infrastructure for a five-day period after two days of “very good” conversations with Iran. Treasury yields fell across the curve. The 10-year Treasury yield ( US10Y ) slipped 8 basis points to 4.31%, while the 2-year yield ( US2Y ) dropped 7.6 basis points to 3.84%. The 30-year yield ( US30Y ) declined 4.7 basis points to 4.90%. The Chicago Fed National Activity Index is slated for release before the opening bell. Top S&P 500 gainers in premarket trading included FedEx ( FDX ) +9.47%, Ares Management ( ARES ) +2.25%, and Align Technology ( ALGN ) +2.04%. Decliners included Super Micro Computer ( SMCI ) -11.76%, KeyCorp ( KEY ) -1.82%, and Cincinnati Financial ( CINF ) -1.81%. More on markets Why Hormuz Worst-Case Scenario Says 'Hold Off' Weekly Market Pulse: Questions Stay Invested In U.S. Stocks, Don't Panic Sell, Also Buy Gold Stock index futures in red as Trump-Iran tensions rise; oil remains above $110 per barrel AI came up on over 65% of S&P 500 Q4 earnings calls