Nvidia (NVDA 1.29%) is one of the most impressive companies we've ever seen. It is dominating the computing hardware realm and has become the primary option to run all of the generative artificial intelligence (AI) workloads that are coming online. However, we're still in the early innings of the buildout, leaving plenty of room for upside for Nvidia. If projections pan out, Nvidia could transform...
Nvidia (NVDA 1.29%) is one of the most impressive companies we've ever seen. It is dominating the computing hardware realm and has become the primary option to run all of the generative artificial intelligence (AI) workloads that are coming online. However, we're still in the early innings of the buildout, leaving plenty of room for upside for Nvidia. If projections pan out, Nvidia could transform into a massive company that is far larger than nearly every other company. This makes it a golden buying opportunity, but just how large can it get? Nvidia believes AI spending will skyrocket over the next five years Nvidia made a jaw-dropping projection that global data center capital expenditures will reach $3 trillion to $4 trillion annually by 2030. That's a bold call, but what does it mean for Nvidia's stock? For 2025, the company projected global data center spending to be about $600 billion. For fiscal year (FY) 2026, ending Jan. 25, it generated $216 billion in revenue. That equates to a 36% spending share. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.29 %) $ -2.36 Current Price $ 180.12 Key Data Points Market Cap $4.4T Day's Range $ 176.92 - $ 180.89 52wk Range $ 86.62 - $ 212.19 Volume 5.1M Avg Vol 175M Gross Margin 71.07 % Dividend Yield 0.02 % If we assume that the projection ends up on the high end and Nvidia sustains its 36% spending capture, that would project revenue of $1.44 trillion. Nvidia generated a 54% profit margin in FY 2026, and if it maintains that level, it will deliver $780 billion in profits. If we assign a 30 times trailing earnings multiple to that, we would get a stock that's worth $23.4 trillion. That's an absurdly large company, especially considering Nvidia has a market cap of less than $5 trillion now. However, there is a financial basis behind it if projections go as expected and Nvidia maintains its market share. It also brings up an interesting comparison: the "Magnificent Seven" cohort. The current combined market cap of the other...
Nvidia (NVDA 1.29%) is one of the most impressive companies we've ever seen. It is dominating the computing hardware realm and has become the primary option to run all of the generative artificial intelligence (AI) workloads that are coming online. However, we're still in the early innings of the buildout, leaving plenty of room for upside for Nvidia. If projections pan out, Nvidia could transform...
Nvidia (NVDA 1.29%) is one of the most impressive companies we've ever seen. It is dominating the computing hardware realm and has become the primary option to run all of the generative artificial intelligence (AI) workloads that are coming online. However, we're still in the early innings of the buildout, leaving plenty of room for upside for Nvidia. If projections pan out, Nvidia could transform into a massive company that is far larger than nearly every other company. This makes it a golden buying opportunity, but just how large can it get? Nvidia believes AI spending will skyrocket over the next five years Nvidia made a jaw-dropping projection that global data center capital expenditures will reach $3 trillion to $4 trillion annually by 2030. That's a bold call, but what does it mean for Nvidia's stock? For 2025, the company projected global data center spending to be about $600 billion. For fiscal year (FY) 2026, ending Jan. 25, it generated $216 billion in revenue. That equates to a 36% spending share. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.29 %) $ -2.36 Current Price $ 180.12 Key Data Points Market Cap $4.4T Day's Range $ 176.92 - $ 180.89 52wk Range $ 86.62 - $ 212.19 Volume 5.1M Avg Vol 175M Gross Margin 71.07 % Dividend Yield 0.02 % If we assume that the projection ends up on the high end and Nvidia sustains its 36% spending capture, that would project revenue of $1.44 trillion. Nvidia generated a 54% profit margin in FY 2026, and if it maintains that level, it will deliver $780 billion in profits. If we assign a 30 times trailing earnings multiple to that, we would get a stock that's worth $23.4 trillion. That's an absurdly large company, especially considering Nvidia has a market cap of less than $5 trillion now. However, there is a financial basis behind it if projections go as expected and Nvidia maintains its market share. It also brings up an interesting comparison: the "Magnificent Seven" cohort. The current combined market cap of the other...
A cargo ship is parked at a berth loading and unloading containers at the Lianyungang Port Container Terminal in Jiangsu Province, China on March 1, 2026. Cfoto | Future Publishing | Getty Images China's factory activity faltered in February as manufacturers paused production and cargo shipment to celebrate an extended holiday, an official survey showed on Wednesday. The official manufacturing pur...
A cargo ship is parked at a berth loading and unloading containers at the Lianyungang Port Container Terminal in Jiangsu Province, China on March 1, 2026. Cfoto | Future Publishing | Getty Images China's factory activity faltered in February as manufacturers paused production and cargo shipment to celebrate an extended holiday, an official survey showed on Wednesday. The official manufacturing purchasing managers index fell to 49 in February, according to the National Bureau of Statistics, missing economists' forecast for 49.1. A reading below 50 indicates contraction, while levels above that threshold signal expansion. That marks a second straight month of contraction. The official PMI had come in at 49.3 in January. The 9-day Lunar New Year holiday saw a pick up in travel, entertainment activities and duty-free shopping, according to preliminary official figures. This year's holiday, that ran from Feb.15 to Feb. 23, was the longest on record as Chinese authorities sought to boost consumer spending. The world's second largest economy has struggled to shake off deflationary pressure since the end of the pandemic, weighed down by a prolonged property downturn and weak job market prospects. Beijing is set to announce a series of economic targets at its parliamentary meeting Thursday. Economists largely expected the policymakers to lower the growth target for this year to a range of 4.5% to 5% down from "around 5%" targeted for the past three years. This is a developing story. Please refresh for updates.
Meta Platforms, Inc. (NASDAQ:META) signed an artificial-intelligence content licensing deal with News Corp (NASDAQ:NWSA) (NASDAQ:NWS) that will pay the media company up to $50 million a year, underscoring how aggressively Big Tech is now paying for journalism to help power chatbots and other AI tools. Three-Year Deal Opens US, UK Archives The agreement will run at least three years and gives Meta ...
Meta Platforms, Inc. (NASDAQ:META) signed an artificial-intelligence content licensing deal with News Corp (NASDAQ:NWSA) (NASDAQ:NWS) that will pay the media company up to $50 million a year, underscoring how aggressively Big Tech is now paying for journalism to help power chatbots and other AI tools. Three-Year Deal Opens US, UK Archives The agreement will run at least three years and gives Meta access to News Corp content from the United States and the United Kingdom, reported The Wall Street Journal on Tuesday, citing people familiar with the matter. The deal allows Meta to pull fresh reporting for users of its AI products and to train systems on additional material, including archives. Meta, OpenAI Race To Lock Content News Corp already cut a separate AI deal in 2024 with OpenAI that the Journal said could be worth more than $250 million over five years. OpenAI has also inked news partnerships with publishers including The Associated Press, Le Monde and Prisa Media, among others. Price Action: Meta shares rose 0.23% during Tuesday’s regular session but fell 0.14% in after-hours trading to $654.15, according to Benzinga Pro. News Corp’s Class A shares fell 0.67% during Tuesday’s regular session and climbed 1.64% in after-hours trading, while Class B shares declined 0.72% during the session and went up 1.65% in extended trading. META earns a strong Quality rating in Benzinga’s Edge Stock Rankings, though its price trend remains negative across the short, medium and long-term periods. Photo Courtesy: 24K-Production on Shutterstock.com
Investor Gary Black of The Future Fund LLC thinks that Alphabet Inc.-backed Waymo's "Ojai" Robotaxi, built with Geely Automobile Holdings Ltd.'s Zeekr, as well as Hyundai's Ioniq 5, can compete with Tesla Inc.'s Robotaxi despite its heavier price tag. Gary Black On Waymo's New Robotaxis In a post on the social media platform X on Sunday, the investor shared in detail his views on Waymo's new Robot...
Investor Gary Black of The Future Fund LLC thinks that Alphabet Inc.-backed Waymo's "Ojai" Robotaxi, built with Geely Automobile Holdings Ltd.'s Zeekr, as well as Hyundai's Ioniq 5, can compete with Tesla Inc.'s Robotaxi despite its heavier price tag. Gary Black On Waymo's New Robotaxis In a post on the social media platform X on Sunday, the investor shared in detail his views on Waymo's new Robotaxis. On the Zeekr-built Ojai Robotaxi, Black shared that the vehicle would be fitted with Waymo's 6th-generation AV suite and include over 13 cameras, 4 LiDAR units, and 6 radar sensors. This translates to "a 42% reduction in sensor count vs. the prior 5th-gen Waymo Jaguar I-Pace tech," he said. He also broke down the cost of the 5th and 6th-generation Robotaxis, sharing that the Ojai cost, with the Jaguar Robotaxi costing an estimated $150,000-$200,000 per unit. "The lower cost is a key part of Waymo's push to scale faster and profitably," Black said. Don't Miss: The investor also shared that Waymo would be transitioning to the Hyundai Ioniq 5 EV, which will cost over $50,000 per unit. "Retail Ioniq 5 prices in the U.S. start around $35K so a $50K total cost aligns with a high-volume fleet/autonomous-ready version," he said. He then shared how, despite Tesla bulls' arguments about the presence of safety monitors in Robotaxis, "a robotaxi that arrives with a safety monitor is by definition supervised," according to consumer perception. The new $GOOGL Waymo Zeekr Ojai robotaxi minivan being manufactured by Geely in China for Waymo outfitted with a 6th-gen Driver suite is estimated to cost $GOOG $75,000 delivered. The Geely-made vehicle has 13 cameras, 4 lidar, and 6 radar, which implies a 42% reduction in sensor… — Gary Black (@garyblack00) March 1, 2026 While Waymo has led the charge in the U.S. autonomous vehicle sector and announced the expansion of its services to four new cities, taking the total number of cities it operates in to ten, Waymo has attracted scrutiny from...
Men are almost twice as likely as women to be employed in the best-paid jobs in Australia , according to the country’s latest government gender gap report. Male employees account for 64 per cent of roles in the nation’s upper quartile of compensation, jobs that have a total average annual pay of A$221,320 (US$155,000), the Workplace Gender Equality Agency said in a report on Tuesday. Though female...
Men are almost twice as likely as women to be employed in the best-paid jobs in Australia , according to the country’s latest government gender gap report. Male employees account for 64 per cent of roles in the nation’s upper quartile of compensation, jobs that have a total average annual pay of A$221,320 (US$155,000), the Workplace Gender Equality Agency said in a report on Tuesday. Though female representation in the top category has increased slightly, women remain 1.4 times more likely than men to be employed in the lowest quartile. Advertisement “When women are concentrated in lower-paid roles and under-represented in leadership, that imbalance shapes workplace culture – including whether it is safe to speak up,” said Julia Angrisano, national secretary of the Finance Sector Union, which represents staff in fields including banking and insurance. Industries that pay the most, such as mining and construction, also tend to have the largest gender wage gaps, according to the report. Members of the Construction, Forestry and Maritime Employees Union march to mark Labour Day in Brisbane on May 6, 2024. Industries such as mining and construction tend to have the largest gender pay gaps. Photo: EPA-EFE Across all sectors, the average pay gap in Australia was 11.2 per cent in the 2024-2025 reporting period, a reduction of 0.9 percentage points on the previous data.
In early March 2026, Amazon Web Services confirmed that drones struck three of its data centers in the UAE and Bahrain, causing structural damage, fires, water damage from fire suppression, and prolonged power and connectivity outages across parts of its Middle East cloud regions. This is the first time a major U.S. cloud provider’s data center infrastructure has been directly hit in a military co...
In early March 2026, Amazon Web Services confirmed that drones struck three of its data centers in the UAE and Bahrain, causing structural damage, fires, water damage from fire suppression, and prolonged power and connectivity outages across parts of its Middle East cloud regions. This is the first time a major U.S. cloud provider’s data center infrastructure has been directly hit in a military conflict, spotlighting physical security and geographic risk as material considerations for enterprises that rely on hyperscale cloud services. We’ll now examine how this exposure of AWS’s physical infrastructure to regional conflict risk may influence Amazon’s broader investment narrative. Find . Advertisement Amazon.com Investment Narrative Recap To own Amazon today, you need to believe that AWS and its AI infrastructure investments remain the core earnings engine, even as capital spending climbs and regulatory and cost pressures persist. The drone strikes on AWS facilities in the UAE and Bahrain highlight a new layer of physical and geopolitical risk, but based on what Amazon has disclosed so far, the direct financial impact appears limited relative to the company’s global scale and its current main catalyst in cloud and AI. In that context, Amazon’s expanded multi‑year partnership with OpenAI, including up to US$50 billion of investment and a larger US$138 billion AWS workload commitment, is highly relevant. It underlines how central hyperscale data centers and custom Trainium chips are to Amazon’s growth story, while also reinforcing that any disruption to AWS infrastructure, whether from conflict or power constraints, could matter more as the company leans further into AI‑driven demand. But while the AI build out is front and center, investors also need to be aware of how exposed AWS’s physical footprint has become to regional conflict risk and... Amazon.com's narrative projects $905.9 billion revenue and $111.9 billion earnings by 2028. , a 35% upside to its current pr...
SAN FRANCISCO (AP) — Elon Musk is expected to take the stand in a shareholder trial on Wednesday in San Francisco, where he's accused of making false and misleading statements that drove down Twitter's stock price before he bought the social media platform for $44 billion in 2022. The lawsuit was filed in October 2022 in the U.S. District Court for the Northern District of California on behalf of ...
SAN FRANCISCO (AP) — Elon Musk is expected to take the stand in a shareholder trial on Wednesday in San Francisco, where he's accused of making false and misleading statements that drove down Twitter's stock price before he bought the social media platform for $44 billion in 2022. The lawsuit was filed in October 2022 in the U.S. District Court for the Northern District of California on behalf of Twitter shareholders who sold the stock between May 13 and Oct. 4, 2022, a few weeks before Musk's purchase of Twitter was finalized. It claims Musk violated federal securities laws by making false, public statements that “were carefully calculated to drive down the price of Twitter stock.” The billionaire Tesla CEO reached a deal to buy Twitter and take it private in April 2022. On May 13, however, he declared his plan “temporarily on hold” and said he needs to pinpoint the number of spam and fake accounts on the platform. Twitter's stock tumbled as a result. A few days later, he tweeted that the deal “cannot go forward” and claimed that almost 20% of Twitter accounts were “fake,” according to the lawsuit. Musk's May 13 tweet — “Twitter deal temporarily on hold pending details supporting calculation that spam/fake accounts do indeed represent less than 5% of users” — was “false because the buyout was not, in fact, ‘temporarily on hold,’” the lawsuit says. That's because Twitter did not agree to put the deal on hold, and there was nothing in the merger agreement the two parties signed that allowed Musk to put it on hold, according to the lawsuit. In the following weeks, Musk continued to try to delay or get out of the deal, which the lawsuit claims he did in the form of false, disparaging statements about Twitter's business that drove the San Francisco company's stock down sharply. In July 2022, Musk doubled down on the bots issue and said he would abandon his offer to buy Twitter after the company failed to provide enough information about the number of fake accounts. That...