Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Ahead of Nvidia’s next quarterly report on Aug. 26, analysts say investors will focus on how the company’s latest financing platform could affect customers’ buying decisions and Nvidia’s revenue mix, alongside other issues highlighted in a Goldman Sachs note.
THE APEX TIMES
THE APEX TIMES
The famed investor Michael Burry questioned Nvidia Corp.’s drive to unlock more than $500 billion in artificial intelligence infrastructure financing, saying it resembles a Wall Street “stunt” rather than a durable strategy.
THE APEX TIMES
Investors weighed upcoming U.S. inflation data while AI-linked stocks moved higher after several NVIDIA partners posted notable earnings developments, lifting sentiment across the sector.
THE APEX TIMES
The investor known for betting against U.S. subprime debt said Nvidia’s large-scale AI infrastructure financing approach looks like a “Wall Street stunt,” urging investors to scrutinize how the program would be structured and funded.
THE APEX TIMES
A recent market write-up by The Motley Fool argues that Microsoft’s stock looks less stretched than it did in prior years, citing continued momentum in AI and cloud as investors reassess risk versus long-term earnings potential.
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A coalition of 29 state attorneys general will take Meta Platforms to federal court in California for a trial that centers on allegations that Facebook and Instagram were designed to be addictive for children, a case that could become a bellwether for the next wave of state-led social media litigation.
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The U.S. government has taken an equity position in Intel of roughly 10%, according to a report, making it the chipmaker’s biggest shareholder and underscoring how strategic industrial policy is reaching deep into semiconductors.
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Broadcom shares are trading at about 71 times earnings and 27 times projected next-year earnings, figures that a recent market analysis says have historically lined up with moves in the direction investors are favoring when profits are rising.
THE APEX TIMES
A market analysis cited Amazon’s roughly 20% revenue growth and a valuation near 22 times forward earnings, arguing that the financial drag from Amazon’s AI push may still be the key concern for the stock.
