TSLA’s forward PEG ratio stands at 6x versus 1.8x for NVIDIA, 1.5x for Alphabet, 1.2x for Meta and 1.6x for Amazon. Nvidia, Apple, Alphabet, Amazon, Microsoft, Meta and Tesla logo displayed on a phone screen and an illustrative stock graph displayed on a laptop screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... L...
TSLA’s forward PEG ratio stands at 6x versus 1.8x for NVIDIA, 1.5x for Alphabet, 1.2x for Meta and 1.6x for Amazon. Nvidia, Apple, Alphabet, Amazon, Microsoft, Meta and Tesla logo displayed on a phone screen and an illustrative stock graph displayed on a laptop screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Black said Tesla’s high valuation makes the stock more vulnerable to rising interest rates. Oil prices and global bond yields have surged amid concerns about inflation stemming from the prolonged U.S.-Iran conflict. Investor excitement around SpaceX’s expected IPO has also influenced Tesla sentiment. Shares of Tesla, Inc. (TSLA) rose 1% in premarket trading on Wednesday, even as longtime Tesla bull Gary Black warned that rising oil prices and surging bond yields could continue to pressure Tesla’s elevated valuation relative to megacap peers like Nvidia, Alphabet, Meta Platforms and Amazon. TSLA stock fell more than 1% on Tuesday, closing at $404.11. Read Next Loading... Loading... Gary Black: NVDA, GOOG, META, AMZN Look Safer Than TSLA “There’s been no change in TSLA fundamentals but that’s the point,” Black said on X. He also said: “When long-term int rates go higher, long duration (high P/E names) get whacked the most mathematically.” Black warned Tesla stock could continue moving lower if Brent crude remains near $110 per barrel and U.S. 10-year Treasury yields stay around 4.6%. The investor pointed to Tesla trading at 211 times its estimated 2026 earnings with a forward price-to-earnings growth (EPG) ratio of 6x. On the other hand, Nvidia traded at a 1.8x forward PEG ratio, Alphabet at 1.5x, Meta at 1.2x and Amazon at 1.6x. Black said that investors seeking to avoid “duration risk” may increasingly favor cheaper megacap growth stocks over Tesla as inflation expectations and...
Fifteen million people are currently not saving enough for their retirement, according to the Pensions Commission, who have warned this could rise to as many as 19 million without action. The independent group of experts warned as many as 45% of working-age adults were not saving into a pension at all, despite nearly half of them being in work. We would like to hear from people who are struggling ...
Fifteen million people are currently not saving enough for their retirement, according to the Pensions Commission, who have warned this could rise to as many as 19 million without action. The independent group of experts warned as many as 45% of working-age adults were not saving into a pension at all, despite nearly half of them being in work. We would like to hear from people who are struggling to save enough to retire. How much have you saved so far? Do you have any concerns? Share your experience You can share your experience using this form. Please share your story if you are 18 or over, anonymously if you wish. For more information please see our terms of service and privacy policy Tell us here Your responses, which can be anonymous, are secure as the form is encrypted and only the Guardian has access to your contributions. We will only use the data you provide us for the purpose of the feature and we will delete any personal data when we no longer require it for this purpose. For alternative ways to get in touch securely please see our tips guide Name Where do you live? Tell us a bit about yourself (e.g. age, background, what you do) Optional We would like to hear from people who are struggling to save enough to retire. How much have you saved so far? Please include as much detail as possible. Do you have any concerns? Please include as much detail as possible. If you are happy to, please upload a photo of yourself here Optional Please note, the maximum file size is 5.7 MB . Choose file Can we publish your response? Yes, entirely Yes, but contact me first Yes, but please keep me anonymous No, this is information only Phone number Optional Your contact details are helpful so we can contact you for more information. They will only be seen by the Guardian. Email address Your contact details are helpful so we can contact you for more information. They will only be seen by the Guardian. You can add more information here Optional If you include other people's names...
Getty Images By Kelvin Wong Ahead of today’s NVIDIA ( NVDA ) Q1 earnings release after the US session close, NVDA remains the single-most important stock in global equities because it effectively determines whether the Artificial Intelligence (AI) capex supercycle is still accelerating. So far, NVIDIA is ranked among the top 2 in terms of share price performance among the “Magnificent 7” cohort of...
Getty Images By Kelvin Wong Ahead of today’s NVIDIA ( NVDA ) Q1 earnings release after the US session close, NVDA remains the single-most important stock in global equities because it effectively determines whether the Artificial Intelligence (AI) capex supercycle is still accelerating. So far, NVIDIA is ranked among the top 2 in terms of share price performance among the “Magnificent 7” cohort of mega-cap US stocks, together with Alphabet ( GOOG , GOOGL ), the parent company of Google. Since the US-Iran pre-war base date of February 27, 2026 to Tuesday, May 19, 2026, NVDA recorded a gain of 24%. Also, since the global stock market recovery from March 30, 2025 to May 19, 2026, NVDA surged by 34%, outperforming the Nasdaq 100 (+26%) and the S&P 500 (+16%) (see Fig. 1 and 2). Fig. 1: NVDA, SOX, Magnificent 7 and US stock indices performances from Feb 27, 2026 to May 19, 2026 (Source: MacroMicro) Fig. 2: NVDA, SOX, Magnificent 7 and US stock indices performances from Mar 30, 2026 to May 19, 2026 (Source: MacroMicro) Markets are not looking for “good” results. They are looking for evidence that AI infrastructure demand is still compounding fast enough to justify Nvidia’s valuation and the broader AI/semiconductor stocks rally. According to a news report from Reuters, the options market is pricing a roughly 6-7% post-earnings move, equivalent to an estimated $350 billion swing in the market value of NVDA. Here are the key fundamentals that traders are focusing on. Data centre revenue (the core earnings driver) Consensus for Q1 revenue is set at $78-79 billion, with data centre expected revenue coming in at $73 billion. This segment represents the all-important AI buildout, such as hyperscaler spending from Microsoft ( MSFT ), Meta ( META ), Amazon ( AMZN ), and Alphabet, sovereign AI infrastructure as well as enterprise AI adoption. Blackwell ramp execution (the key narrative) NVIDIA’s current state-of-the-art GPU chip is designed to power large-scale AI, machine learnin...
Getty Images By Kelvin Wong Ahead of today’s NVIDIA ( NVDA ) Q1 earnings release after the US session close, NVDA remains the single-most important stock in global equities because it effectively determines whether the Artificial Intelligence (AI) capex supercycle is still accelerating. So far, NVIDIA is ranked among the top 2 in terms of share price performance among the “Magnificent 7” cohort of...
Getty Images By Kelvin Wong Ahead of today’s NVIDIA ( NVDA ) Q1 earnings release after the US session close, NVDA remains the single-most important stock in global equities because it effectively determines whether the Artificial Intelligence (AI) capex supercycle is still accelerating. So far, NVIDIA is ranked among the top 2 in terms of share price performance among the “Magnificent 7” cohort of mega-cap US stocks, together with Alphabet ( GOOG , GOOGL ), the parent company of Google. Since the US-Iran pre-war base date of February 27, 2026 to Tuesday, May 19, 2026, NVDA recorded a gain of 24%. Also, since the global stock market recovery from March 30, 2025 to May 19, 2026, NVDA surged by 34%, outperforming the Nasdaq 100 (+26%) and the S&P 500 (+16%) (see Fig. 1 and 2). Fig. 1: NVDA, SOX, Magnificent 7 and US stock indices performances from Feb 27, 2026 to May 19, 2026 (Source: MacroMicro) Fig. 2: NVDA, SOX, Magnificent 7 and US stock indices performances from Mar 30, 2026 to May 19, 2026 (Source: MacroMicro) Markets are not looking for “good” results. They are looking for evidence that AI infrastructure demand is still compounding fast enough to justify Nvidia’s valuation and the broader AI/semiconductor stocks rally. According to a news report from Reuters, the options market is pricing a roughly 6-7% post-earnings move, equivalent to an estimated $350 billion swing in the market value of NVDA. Here are the key fundamentals that traders are focusing on. Data centre revenue (the core earnings driver) Consensus for Q1 revenue is set at $78-79 billion, with data centre expected revenue coming in at $73 billion. This segment represents the all-important AI buildout, such as hyperscaler spending from Microsoft ( MSFT ), Meta ( META ), Amazon ( AMZN ), and Alphabet, sovereign AI infrastructure as well as enterprise AI adoption. Blackwell ramp execution (the key narrative) NVIDIA’s current state-of-the-art GPU chip is designed to power large-scale AI, machine learnin...
Key Takeaways UBS analyst Timothy Arcuri increased his Broadcom price target to $490 from $475, suggesting approximately 17% potential gains from present trading levels. The semiconductor giant is scheduled to release its fiscal second-quarter results on June 3. Arcuri reduced Anthropic revenue projections following Broadcom’s transition from full-rack systems to standardized ASIC chip configurati...
Key Takeaways UBS analyst Timothy Arcuri increased his Broadcom price target to $490 from $475, suggesting approximately 17% potential gains from present trading levels. The semiconductor giant is scheduled to release its fiscal second-quarter results on June 3. Arcuri reduced Anthropic revenue projections following Broadcom’s transition from full-rack systems to standardized ASIC chip configurations. Even with revised forecasts, UBS anticipates Broadcom will surpass Wall Street’s approximately $22 billion revenue guidance expectations. Broadcom maintains a Strong Buy rating consensus among analysts, collecting 26 Buy recommendations and four Hold ratings in the last three months. Ahead of Broadcom’s (AVGO) fiscal second-quarter earnings report scheduled for June 3, UBS has increased its price target on the semiconductor giant to $490 from its previous $475 projection. Five-star analyst Timothy Arcuri issued the upgrade, identifying approximately 17% upside potential from current trading levels even as he moderates certain revenue expectations. Broadcom Inc., AVGO Shares of AVGO have climbed 23% since the beginning of the year, currently trading near $410, rebounding strongly from a challenging start to 2026 that witnessed a roughly 15% decline through March. The stock has experienced significant momentum since April, though Arcuri’s recent analysis reveals a more complex underlying situation. The adjustment centers on Broadcom’s modified approach to fulfilling chip orders for Anthropic. The semiconductor company transitioned away from full-rack AI systems toward a more standardized ASIC configuration. While this may appear to be a setback, the revised setup actually delivers superior profit margins. However, this strategic shift does decelerate the initial revenue ramp. Arcuri reduced his Anthropic-specific revenue projection for 2026 to approximately $8 billion, a substantial decrease from his earlier $21 billion forecast. His 2027 estimate received a minor trim t...
The Bank moves interest rates up and down to try to keep inflation on track. Six cuts since August 2024 had brought rates down to 3.75%, but the war is expected to delay any further falls, and the next move could be up.
The Bank moves interest rates up and down to try to keep inflation on track. Six cuts since August 2024 had brought rates down to 3.75%, but the war is expected to delay any further falls, and the next move could be up.
Dougal Waters/DigitalVision via Getty Images I have always been naturally inquisitive. I have always enjoyed learning. I think that is one of the reasons why I am drawn to the investment space. There exists an almost unlimited number of interesting companies and industries to come to understand. In the past, I have written about firms in the global appliances industry. But I have not written any s...
Dougal Waters/DigitalVision via Getty Images I have always been naturally inquisitive. I have always enjoyed learning. I think that is one of the reasons why I am drawn to the investment space. There exists an almost unlimited number of interesting companies and industries to come to understand. In the past, I have written about firms in the global appliances industry. But I have not written any standalone articles regarding a big player in the space by the name of SharkNinja ( SN ). In recent years, the company has been exhibiting extraordinary growth. And that growth looks set to continue this year as management continues to grow market share in the spaces in which it operates. If only the stock were more attractive from a valuation standpoint, I would almost certainly be bullish on it. But for now, I think that calling it a "Hold" is more reasonable. An Interesting Player SharkNinja At its core, SharkNinja operates as a provider of small household appliances. These fall under two different brands. Not surprisingly, those brands are none other than Shark and Ninja. According to management, Ninja serves as the best-selling small kitchen appliance company in the U nited States . Examples of the products that it offers include air fryers, coffee makers, outdoor grills and ovens, carbonation drink systems, coolers, frozen drink systems, juicers, electric kettles, waffle makers, and more. Meanwhile, Shark is the leading floor care brand in the nation. It sells mops, handheld vacuums, robot vacuums, hair dryers, air purifiers, fans, skin care products, and more. However, the company is not just a U.S. firm. In fact, it currently distributes its products to 38 markets, including Canada, Mexico, the UK, France, Italy, Germany, and Spain. Author - SEC EDGAR Data Over the last three years , the company has seen extraordinary growth. From 2023 through 2025, revenue jumped from $4.25 billion to $6.40 billion. Net profits have also risen. They expanded from $167.1 million to $...
Key Points Ethereum, currently trading around $2,300, could be ready to skyrocket in value to $62,000. A major growth catalyst will be asset tokenization, as the world's financial assets move to the Ethereum blockchain en masse. For Ethereum to soar in price, Bitcoin will likely need to hit a price of $250,000 or higher. 10 stocks we like better than Ethereum › Ethereum (CRYPTO: ETH) may be down 5...
Key Points Ethereum, currently trading around $2,300, could be ready to skyrocket in value to $62,000. A major growth catalyst will be asset tokenization, as the world's financial assets move to the Ethereum blockchain en masse. For Ethereum to soar in price, Bitcoin will likely need to hit a price of $250,000 or higher. 10 stocks we like better than Ethereum › Ethereum (CRYPTO: ETH) may be down 55% from its 2025 all-time high, but that's not stopping top Wall Street strategist Tom Lee from talking up its future prospects. As he sees it, Ethereum is simply in a five-year consolidation phase. In fact, Ethereum could be ready to skyrocket in value. According to Lee, the future upside potential of Ethereum could be as high as $62,000. That's a head-spinning 2,600% gain from today's price of just $2,300. So is he right? 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 » Key catalysts for Ethereum Obviously, a lot needs to go right for this to happen. For example, Ethereum must continue to maintain its dominant lead in decentralized finance (DeFi), especially in real-world asset tokenization. Several top consulting firms have already heralded asset tokenization as a potential multitrillion-dollar financial catalyst. But Lee goes one step further, encouraging others to view it as a potential $300 trillion opportunity. What happens, for example, if all the assets of the traditional financial world -- from stocks and bonds to real estate and private equity -- suddenly go on chain? Many of those new tokenized assets would presumably move to the Ethereum blockchain, creating a fantastic new growth opportunity. Lee refers to this as a "1971 moment" for Ethereum. In other words, Wall Street's sudden embrace of asset tokenization could be as big as the moment the world's financial system officially went off the g...
Every cricket-loving parent will know the feeling. Not a feeling, exactly, more a tiny flicker of hope. A ridiculous, irrational hope that the gods who once reached down and gently kissed the likes of Sachin Tendulkar and Ellyse Perry might one day do the same to your little sprog. You hold your breath the first time you wrap their chubby hands around a plastic bat. You start dreaming absurd dream...
Every cricket-loving parent will know the feeling. Not a feeling, exactly, more a tiny flicker of hope. A ridiculous, irrational hope that the gods who once reached down and gently kissed the likes of Sachin Tendulkar and Ellyse Perry might one day do the same to your little sprog. You hold your breath the first time you wrap their chubby hands around a plastic bat. You start dreaming absurd dreams when you softly lob a tennis ball in their direction and they accidentally smoke one into the couch. Maybe, despite all available evidence, despite the fact that you were, at best, a middling club cricketer with an exaggerated pull shot and a weakness against anything spinning away, maybe your child will be different. In all likelihood they won’t become the next superstar. And that’s fine. Because what you’re really hoping for has little to do with fame or contracts or Test caps. What you’re really hoping for is that they fall in love with the game. My youngest son was born last week. I’ve convinced myself that he has long fingers, the sort of fingers that lend themselves to mystery spin bowling. My five-year-old boy has relatively broad shoulders. Perhaps he’ll hit a hard length and give it a whack in the middle order. Perhaps there’s a club out there that will one day refer to them as “the Gallan-Cohen lads”. This is how cricket gets you. It turns otherwise rational adults into talent scouts studying toddler anatomy. It colonises the brain. Cricket parents start relating everything back to the sport. During labour, I was essentially Jack Leach to my wife’s Ben Stokes at Headingley in 2019: anxious and sweating, operating the TENS machine with the same awkward determination Leach showed in handling the Australian quicks, desperately trying not to let my teammate down while she produced something miraculous. View image in fullscreen Sheehan Arnott (right) with his dad. Photograph: Courtesy of Sheehan Arnott Now, a week into life with two children, we strategise meal times...
Chinese investment in Europe hit a seven-year high of €16.8 billion (US$19.5 billion) in 2025, driven by a strong rebound in mergers and acquisitions (M&A) and record greenfield completions, a new report has found. But the annual study, published on Tuesday by Rhodium Group and the Mercator Institute for China Studies, cautioned that the pipeline may be thinning, with newly announced projects fall...
Chinese investment in Europe hit a seven-year high of €16.8 billion (US$19.5 billion) in 2025, driven by a strong rebound in mergers and acquisitions (M&A) and record greenfield completions, a new report has found. But the annual study, published on Tuesday by Rhodium Group and the Mercator Institute for China Studies, cautioned that the pipeline may be thinning, with newly announced projects falling under pressure from Beijing’s push to retain industrial capacity at home and Europe’s growing regulatory barriers Advertisement Chinese foreign direct investment in Europe – including the United Kingdom – rose 67 per cent year on year in 2025, as China’s investors increasingly focused on the region. Europe’s share of China’s total global FDI jumped from 17 per cent to nearly a quarter, according to the two think tanks. M&A activity drove the rebound, rising 89 per cent year on year to €7.9 billion, while greenfield investment hit a record €8.9 billion, retaining its position as the primary channel for Chinese investment in the region. Hungary remained the most popular European destination for Chinese FDI last year, attracting €3.9 billion of investment, but the nation is starting to lose its commanding lead over traditional strongholds such as Germany and France, the study found. Several Chinese electric car and battery giants launched multibillion-euro factory projects in Hungary earlier this decade, but no similar deals were announced in 2025 and Budapest’s share of China’s FDI in Europe shrank to 23 per cent from 32 per cent in 2024. Advertisement Meanwhile, Berlin and Paris caught up at a stunning speed. Completed Chinese FDI in Germany almost tripled to €2.5 billion and quadrupled in France to €1.9 billion. Europe’s traditional “big three” economies – France, Germany and the UK – saw their combined share of Chinese investment leap from 23 per cent to 34 per cent in 2025.
Key Points Abel exited 16 positions in Q1, most of which Berkshire Hathaway hadn't owned very long. Amazon and UnitedHealth Group were two especially surprising stocks sold. Both of these stocks should have solid prospects going forward. These 10 stocks could mint the next wave of millionaires › Warren Buffett once said that his "favorite holding period is forever." His successor, Greg Abel, might...
Key Points Abel exited 16 positions in Q1, most of which Berkshire Hathaway hadn't owned very long. Amazon and UnitedHealth Group were two especially surprising stocks sold. Both of these stocks should have solid prospects going forward. These 10 stocks could mint the next wave of millionaires › Warren Buffett once said that his "favorite holding period is forever." His successor, Greg Abel, might seem to have a much shorter preferred holding period, based on Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) investment activity in the first quarter of 2026. With Abel at the helm, Berkshire completely exited a whopping 16 positions in Q1. Such a flurry of selling was practically unheard of during Buffett's tenure as CEO. And two of the stocks that Abel dumped were especially big surprises. 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 » Berkshire's not-so-sweet 16 Liberty is in shorter supply in Berkshire's portfolio after Abel's Q1 moves. He sold all of Berkshire's stakes in Liberty Latin America Class A (NASDAQ: LILA), Liberty Latin America Class C (NASDAQ: LILAK), and Liberty Media's Formula One Group Series C (NASDAQ: FWONK) tracking stock. Berkshire also exited its position in Atlanta Braves Holdings (NASDAQ: BATRK), which was previously a Liberty Media tracking stock. Abel ditched several financial stocks. Berkshire's new CEO authorized the full sale of risk, retirement, and health solutions provider Aon (NYSE: AON). Credit card processing giants Mastercard (NYSE: MA) and Visa (NYSE: V) are also gone from the conglomerate's portfolio. A couple of food and beverage stocks were among the positions Berkshire exited in Q1. British alcoholic beverage maker Diageo (NYSE: DEO) has been part of the portfolio since the first quarter of 2023. Domino's Pizza (NASDAQ: DPZ) was an even shorter-lived position...
The AHLA said hotels spent years preparing and have made "significant investments" based upon official projections. A study commissioned by Fifa,, external released last year, predicted that in the US the World Cup could create 185,000 jobs, adding $17.2bn (£12.7bn) in gross domestic product. The hotels were planning for an influx of international travellers, who book longer stays with a higher sp...
The AHLA said hotels spent years preparing and have made "significant investments" based upon official projections. A study commissioned by Fifa,, external released last year, predicted that in the US the World Cup could create 185,000 jobs, adding $17.2bn (£12.7bn) in gross domestic product. The hotels were planning for an influx of international travellers, who book longer stays with a higher spend. But the AHLA said fewer overseas fans "threatens the broader economic impact" with just over three weeks until the opening game on 11 June. The AHLA said the large-scale bookings made by Fifa in all cities "shaped revenue forecasts, staffing plans and preparations". It said this booking policy "manufactured artificial demand" and masked the fact that tourist flow is going to be lower than predicted. Up to 70% of rooms reserved by Fifa in Boston, Dallas, Los Angeles, Philadelphia and Seattle have been cancelled, the AHLA said. In a statement Fifa rejected the AHLA's claims and said it had followed agreements made with hotel chains. "All room releases were conducted in line with contractually agreed timelines with hotel partners - a standard practice for an event of this scale," a Fifa spokesperson said. "In many cases, room releases were made ahead of established deadlines to further accommodate requests from hotels. "Throughout the planning process, Fifa's accommodations team maintained consistent discussions with hotel stakeholders, including room block adjustments, agreeing to rates, confirming room types and regular reporting, supported by townhall and ongoing communication." Prices spiked after the draw was made, as soon as fans knew which cities their teams would be in. There has been a gradual fall since then, reportedly by a further 20% in recent weeks. But this could be too late to entice fans back. Hotel prices in cities like Boston are still more than $300 (£224) a night, and most fans are working to a lower budget. Chris Hancock, an England fan who has been ...