Quarterly-filed Form 13Fs help investors understand which stocks and trends are piquing the attention of Wall Street's savviest money managers. After significantly paring down Appaloosa's stake in Nvidia since mid-2023, billionaire investor David Tepper has now piled in for two consecutive quarters.
Nvidia stands at the forefront of technological innovation, leveraging deep industry relationships and insight to anticipate and shape future trends beyond AI. NVDA delivered exceptional Q3 results, with revenue up 62.5% and EPS rising 67%, and provided strong guidance for continued growth and margin expansion. The company boasts industry-leading profitability, robust free cash flow, and a uniq...
Nvidia delivered record Q3 earnings, reinforcing its dominance in the AI hardware market and sparking a wave of analyst price target upgrades. NVDA's data center revenue surged, driven by insatiable AI demand, while its strong balance sheet and guidance point to continued robust growth. Despite high valuation multiples, NVDA's near-monopoly in AI GPUs and unmatched growth justify its premium re...
Britain prepares for 'smorgasbord' of tax hikes to be unveiled Wednesday. Major U.S. indexes had their third straight winning session on Tuesday, erasing earlier intraday losses.
Major U.S. indexes had their third straight winning session on Tuesday, erasing earlier intraday losses. Meta is reportedly looking to use Google AI chips in its data centers.
Nvidia's earnings have roared higher quarter after quarter amid the artificial intelligence boom. The stock didn't soar following the latest blowout report -- but some investors may see this as a buying opportunity.
There are two potential realities that we face as a Western alliance. One where AI infrastructure markets are cyclical and volatile, and another where they are smooth and moderate. This thesis focuses on the binary bear versus bull case, with a central theme on the debt markets tied to AI infrastructure. I advocate for moderation, viewing a 17% Nvidia Corporation return in 12 months as more fav...
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