econ.st
From Nvidia to Nike, American firms face a margin squeeze
For profits to keep growing, they must elbow their way out of it
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- đ Updated 12 days ago
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- đ In the last 30 days, there were 3 posts about this feed. These posts got a total of 388 likes and had 61 reposts.
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For the fourth quarter Nvidia projects revenue of $65 billion plus or minus 2%. Wall Street was expecting revenue of $62 billion.
finance.yahoo.com/news/nvâŚ.
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$NVDA +1004% since ChatGPT hit the scene
$AVGO +660%
$META +481%
$GOOGL +230%
$GE $VEG $CEG $VST to the moon
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When you think of AI, the conversation invariably leads to Nvidia.
bit.ly
Meta Platforms may signal major AI market shift in 2026
When you think of AI, the conversation invariably leads to Nvidia.
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$GOOGL P/E > 5pts higher than $NVDA'
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Ballooning debt to fund AI data centers and political pushback on the utility rate hikes required to power them sure feels like a rock / hard place situation for everyone buying NVIDIA chips by the truckload
www.nytimes.com/2025/11/3âŚ.
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On ChatGPTâs 3rd anniversary, itâs reshaped stocks. Nvidia up $4T while Vistra, a power utility, is up 620% since then. ChatGPTâs also crushed AI-vulnerable firms like Chegg and LivePerson.
Yet OpenAIâs future is hazy. Google squeezes consumer, Anthropic owns APIs, and it needs trillions to compete
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Across four of Americaâs ten main industry groups over the past year, sales, general and administrative costs outpaced revenue. Some costs are out of companiesâ hands. But there are ways to remain more productive
econ.st
From Nvidia to Nike, American firms face a margin squeeze
For profits to keep growing, they must elbow their way out of it
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One of Nvidiaâs biggest customers has emerged as its fiercest competitor yet. But Jensen Huang, Nvidiaâs boss, does not seem especially worried
econ.st
Google has pierced Nvidiaâs aura of invulnerability
But the search giantâs custom chips may prove tricky for others to adopt
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Bank of America says these five stocks like Nvidia have room to run
cnb.cx
Bank of America says these five stocks like Nvidia have room to run
Bank of America says stocks like Nvidia have more room to run.
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Con una infrastruttura ai da 500 milioni di dollari Nvidia promette di trasformare il Caucaso in hub tecnologico, tra speranze e rischi (ovviamente ambientali) www.wired.it/article/ai-fâŚ
www.wired.it
Nvidia sbarca in Armenia, siamo stati nel paese del Caucaso per tastare il polso a una generazione che non vuole emigrare
Con una infrastruttura ai da 500 milioni di dollari Nvidia promette di trasformare il Caucaso in hub tecnologico, tra speranze e rischi (ovviamente ambientali)
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OPINION: Earlier this week, the number one most-read story in the Financial Times was headlined, "Nvidia shares fall on signs Google gaining upper hand in AI."
bit.ly
We've seen this movie before â what happens next is never good
Earlier this week, the number one most-read story in the Financial Times was headlined, âNvidia shares fall on signs Google gaining upper hand in AI.â It turns out that Googleâs AI software/product is doing about as well as its competitors but isnât using Nvidiaâs âmust haveâ AI super-chips, shockin...
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Sales have grown since last year for more than 860 of Americaâs biggest firms. Yet, for many, costs are rising even faster. Executives have had to field probing questions about profitability
econ.st
From Nvidia to Nike, American firms face a margin squeeze
For profits to keep growing, they must elbow their way out of it
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Investors are watching how cloud providers manage the rising cost of AI infrastructure.
bit.ly
A buried Nvidia warning could shake the entire AI buildout
Investors are watching how cloud providers manage the rising cost of AI infrastructure.
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A buried Nvidia warning could shake the entire AI buildout
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$XLK tech ... rough month with $NVDA -13%, but off the lows
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No company has benefited more from the craze for AI than Nvidia. Rival chipmakers and startups alike have tried to elbow their way into its business, with little success. But a new challenger has now arrived
econ.st
Google has pierced Nvidiaâs aura of invulnerability
But the search giantâs custom chips may prove tricky for others to adopt
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An options strategy that generates additional returns on Nvidia
cnb.cx
An options strategy that generates additional returns on Nvidia
Michael Khouw breaks down what to do with Nvidia heading into year-end.
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Nvidia chips could power AI models that invent better chips, Bridgewater's Greg Jensen said.
www.businessinsider.com
Bridgewater's Greg Jensen echoes Michael Burry on Nvidia's AI chips — and says they could help make themselves obsolete
Nvidia chips could power AI models that invent better chips, Bridgewater's Greg Jensen said.
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Revolut: omwenteling voor de banksector?
www.tijd.be
Revolut: omwenteling voor de banksector?
Tien jaar oud, maar nu al bijna evenveel waard als instituten als ING of Barclays. Er lijken geen grenzen aan de groei van de digitale bankbestormer Revolut, dat deze week Nvidia aan boord hees als aandeelhouder. 'Er is geen andere smartphonebank waar de gevestigde waarden zo bezorgd over zijn als Revolut.'
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Cap empresa s'ha beneficiat tant de la febre per la intel¡ligència artificial com Nvidia, avui dia la companyia mÊs valuosa del món. Durant els darrers tres anys, el...
empreses.ara.cat
Google ha perforat l'aura d'invulnerabilitat de Nvidia
Els xips personalitzats del gegant de la cerca poden resultar difĂcils dâadoptar per a altres
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@tomkeene $WMT $COST P/Es near 40
$NVDA $META low 20s
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$ORCL $NVDA among the S&P 500 losers, but not big declines
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Nvidia CEO scrubbed floors to pay for table tennis tournaments in high schoolânow he's worth $115 billion
cnb.cx
Nvidia CEO scrubbed floors to pay for table tennis tournaments in high schoolânow he's worth $115 billion
Years before he became a tech billionaire, Nvidia CEO Jensen Huang was reportedly a teenager scrubbing floors to earn money for table tennis tournaments.
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