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Nvidia earnings: TSM's results may give 'a clue' on what to expect
Yahoo Finance Video101d agoneutralVIDEO
Nvidia earnings: TSM's results may give 'a clue' on what to expect

Nvidia (NVDA) is rounding out the earnings season for the Magnificent Seven this week as the chipmaker prepares to release first quarter results this Wednesday, May 20. Bokeh Capital Partners founder and CIO Kimberly Forrest highlights what she expects to see from Nvidia's results, mentioning how Taiwan Semiconductor Manufacturing Company's (TSM) own results may hint at what's to come.

How Much Do You Really Need Invested to Replace a $75,000 Salary With Monthly Dividend ETFs?
24/7 Wall St.101d agoneutral
How Much Do You Really Need Invested to Replace a $75,000 Salary With Monthly Dividend ETFs?

Replacing a $75,000 salary with dividend income means generating $6,250 per month without selling shares. The math is straightforward: divide your target income by the portfolio’s yield to determine how much capital you need. The more difficult decision is choosing which yield assumption to use, because higher-yield strategies often involve tradeoffs that may affect principal ... How Much Do You Really Need Invested to Replace a $75,000 Salary With Monthly Dividend ETFs?

XLK’s quiet edge over FTEC comes from a cap limit most investors never notice
24/7 Wall St.101d agoneutral
XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

Markets Look to Break 3-Day Losing Run as Nvidia Earnings Loom. Stock Futures Rise.
Barrons.com101d agoneutral
Markets Look to Break 3-Day Losing Run as Nvidia Earnings Loom. Stock Futures Rise.

Stocks looked set to edge higher on Wednesday as Wall Street waited for earnings from Nvidia, which could end a recent rough spell for the market by signaling that the artificial-intelligence investment boom still has legs. The indexes have all dropped for three straight sessions as investors fretted about rising bond yields. The worry is that the Iran war has triggered a flare-up in inflation that will strengthen the case for the Federal Reserve to hike interest rates later in 2026.

NVIDIA Vera CPU Shipments Test Investor Expectations On Agentic AI Growth
Simply Wall St.101d agoneutral
NVIDIA Vera CPU Shipments Test Investor Expectations On Agentic AI Growth

NVIDIA has started shipping its new Vera CPU platform to customers including Anthropic, OpenAI, Oracle Cloud Infrastructure, and SpaceXAI. The Vera launch marks NVIDIA’s move into custom CPUs for agentic AI, alongside its existing GPU and software offerings. Enterprise rollouts such as Blue Yonder’s Model Training Factory and Dell’s Deskside Agentic AI highlight real production use of NVIDIA’s agentic AI stack. NVIDIA (NasdaqGS:NVDA) is extending its reach beyond GPUs into custom CPUs, and...

As stocks slump, cue Nvidia
Reuters101d agobearish
As stocks slump, cue Nvidia

(Corrects paragraph 10 to say BoE kept interest rates on hold at its last meeting) A look at the day ahead in European and global markets from Kevin Buckland As if markets haven't been volatile enough

Sberbank seeks Chinese chips to power Russia's GigaChat AI model
Reuters101d agoneutral
Sberbank seeks Chinese chips to power Russia's GigaChat AI model

Russia hopes to power its flagship GigaChat AI model ‌with Chinese-made chips, Sberbank's CEO said ‌during President Vladimir Putin's visit to China, as Western ​sanctions continue to block the country's access to advanced hardware abroad. "We are hoping that we will be able to use Chinese ‌microchips for GigaChat," ⁠Chief Executive German Gref told state broadcaster Channel One. GigaChat was developed by ⁠Sberbank, the country's largest lender, which has been driving Russia's push into AI.

Citi Lowers Target on Salesforce (CRM) Over Slower Deal Activity
Insider Monkey101d agoneutral
Citi Lowers Target on Salesforce (CRM) Over Slower Deal Activity

Ray Dalio ranks among the richest hedge fund managers in the world. Although NVIDIA Corporation (NASDAQ:NVDA) remains the billionaire’s largest position, Salesforce Inc. (NYSE:CRM) ranks 5th on the list of Ray Dalio’s top holdings with a 1.87% portfolio share. Citing field data indicating slowed transaction activity and increasing competitive pressure, Citi lowered its price target on […]

Nvidia Earnings Likely to Shine Even as Stock Underperforms
Barrons.com101d agobearish
Nvidia Earnings Likely to Shine Even as Stock Underperforms

Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.

“4,000% or 5,000% Over Five or Six Years”: Why Patient Investors in NVDA, AMD, and LLY Are Winning
24/7 Wall St.101d agoneutral
“4,000% or 5,000% Over Five or Six Years”: Why Patient Investors in NVDA, AMD, and LLY Are Winning

On a recent episode of Earn Your Leisure titled “The #1 Investing Mistake Keeping You Broke,” co-host E delivered a blunt diagnosis for retail investors: stop trading the stocks you should be holding. “The ones that are leading now will lead,” he said, warning that top companies could compound 4,000% or 5,000% over five or ... “4,000% or 5,000% Over Five or Six Years”: Why Patient Investors in NVDA, AMD, and LLY Are Winning

Dave Ramsey on Why Index Funds vs. Mutual Funds Misses the Real Point About Building Wealth
24/7 Wall St.101d agobearish
Dave Ramsey on Why Index Funds vs. Mutual Funds Misses the Real Point About Building Wealth

Dylan from New Mexico asked Dave Ramsey a fair question on a recent episode of The Ramsey Show: if active funds rarely beat the index, why bother with Ramsey’s four-fund split across small-cap, mid-cap, large-cap, and international? Ramsey’s answer cut past the math and landed on something most investors underweight: their own behavior. The Behavior ... Dave Ramsey on Why Index Funds vs. Mutual Funds Misses the Real Point About Building Wealth