09 Jul 2026
Nvidia in focus as Citi weighs in on investor concerns (NVDA:NASDAQ)
Comment(1)Robert WayNvidia (NVDA) was in focus on Thursday as Citi weighed in on recent concerns that have weighed on investors' minds recently. After speaking with Nvidia's investor relations team, Citi...
Chris Ciaccia
2026
08 Jul 2026
Nvidia: It’s About To Get Much Worse (NASDAQ:NVDA)
.16K FollowersAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote...
The Techie
2026
08 Jul 2026
Nvidia reiterated Buy at BofA, firm sees 'compelling value multiple' (NVDA:NASDAQ)
Nvidia ( NVDA ) was in the spotlight on Wednesday as Bank of America reiterated its Buy rating and $350 price target on the Jensen Huang-led firm, citing a “compelling value multiple.” Analyst Vivek Arya believes there are four main investor concerns: gross
Chris Ciaccia
2026
08 Jul 2026
Nvidia trades at its cheapest valuation since pre‐AI boom (NVDA:NASDAQ)
Comments(3)BING-JHEN HONG/iStock Editorial via Getty ImagesNvidia (NVDA) shares are trading at their cheapest valuation since before the AI boom despite the chipmaker's strong growth outlook, according to a...
Preeti Singh
2026
06 Jul 2026
Semiconductor momentum fades as new market leaders emerge, Morgan Stanley says
Commentshxdbzxy/iStock via Getty ImagesMorgan Stanley says U.S. equity-market leadership is beginning to expand beyond the semiconductor and AI infrastructure stocks that have driven much of the market’s...
Nilanjana Basu
2026
03 Jul 2026
Nvidia: Won't Be This Insanely Cheap For Too Long (NASDAQ:NVDA)
Nvidia remains deeply entrenched in the AI ecosystem, with its moat sustained by hardware-software co-design and aggressive ecosystem seeding. Despite intensifying competition and custom chip programs by hyperscalers, NVDA's market share in AI inferencing has strengthened, defying bearish media narratives. NVDA trades at just under 20x forward earnings, only slightly above the semiconductor…
JR Research
2026
02 Jul 2026
Amazon's midnight Leo launch allows Starlink competitor to go live later this year
Amazon ( AMZN ) successfully completed a launch just after midnight on Thursday, adding 29 more Leo satellites into low orbit, bringing its total deployed to 396, which puts the company on track to begin service later this year.
Brandon Evans
2026
02 Jul 2026
Top Robotics Companies Transforming The Industry In 2026
HomeInvesting StrategyPortfolio StrategySummaryThe robotics industry is experiencing a transformation driven by advancements in artificial intelligence, automation, and machine learning.Robotics is a...
VanEck
2026
12 Jun 2026
Microsoft: Nadella's Next Move Could Define The AI Trade (NASDAQ:MSFT)
The recent string of peer debt and equity issuances underscores resilient investor appetite for AI-linked investments, creating a favorable external financing backdrop for Microsoft Corporation. Any potential issuance could pressure the stock near-term, but related volatility would likely create a more attractive entry point into Microsoft's long-term upside. MSFT's impending AI monetization…
Summit Research
2026
