When Nvidia (NVDA -0.26%), was getting started in the 1990s, Intel (INTC 1.54%) was dominating the semiconductor chip industry. Now, the fortunes of these companies have flipped.
Apple shares rebounded in Ǫ3 2025 as investor concerns over both tariffs and the early adoption of its generative AI product, Apple Intelligence, eased. NVIDIA continues to benefit from the AI infrastructure build-out as hyperscale technology companies race toward artificial general intelligence. Moody's stock declined for the quarter on concerns of a growing AI arms race among competitors.
The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality changes how we must invest. We should focus on companies central to America's big picture goals, not just quarterly earnings. My strategy targets the essential pillars of national success: Energy ind...
Semiconductor leader Nvidia (NVDA -0.26%) rewrote the rules for computer processors when it introduced its graphics processing units (GPUs) in 1999, and they have since become the heart of artificial intelligence (AI) systems.
JD Henning, who runs Value and Momentum Breakouts, shares why following market signals is so important. Leveraging quantitative signals and sector rotation for strong returns.
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