2025 Will Be the Year of Memory, Not GPUs

To state the obvious, the AI story has been the key driver of the US stock market since the thematic was crystalized by the announcement of the Microsoft invest... Read More»

All the Reasons For and Against a Fed Rate Cut in September

The hopes for pre-election Federal Reserve easing have increased since the latest employment and inflation data. If the US nonfarm payroll data for June came... Read More»

Applied Materials Reported In-Line Results for Q2 2020

Applied Materials (Nasdaq: AMAT) the semiconductor equipment manufacturer reported Q2 2020 results that were in-line with analyst estimates. The stock is down -... Read More»

Nvidia Surges on Better Than Expected Quarterly Earnings

Still reeling from the fallout of the cryptocurrency boom, Nvidia Corporation (NASDAQ: NVDA) managed to defy the odds during its fiscal second quarter with earn... Read More»

Nvidia Beats Estimates but Uncertainty Persists

Shares in Nvidia (NASDAQ: NVDA) rallied as much as 6% in after-hours trading on Thursday as the chipmaker announced its 2020 1st quarter results, which included... Read More»

Nvidia Q4 2019 Earnings – Taking Advantage of Lowered Expectations

Nvidia Q4 2019 earnings showed dissapointing results but the market reacted favourably since company had already lowered expectations last month.... Read More»

Nvidia Cryptocurrency GPU Revenues No Longer Meaningful

Nvidia, the graphics chip and card manufacturer, reported Q2 2019 earnings yesterday and Graphics Processing Unit (GPU) revenues were down thanks in large part ... Read More»