Exclusive: Scott Bessent Says K-Shaped Economy Is Over, but Wall Street Veteran Says Wealth Divide Is Worsening: ‘50% of Americans Own No Stocks and Are Getting Left Behind’

Nvidia's Best Day Since April 2025, Cybersecurity Stocks Go Vertical: Stock Market Today

Nvidia surged 9% and cybersecurity names exploded higher, yet 10 of 11 S&P 500 sectors fell as yields firmed before Jackson Hole.

Li Auto Says It Wants to Be 'Like Apple and Huawei'

Li Auto says its in-house chips and batteries are about following Apple and Huawei—not replacing Nvidia or CATL.

Nvidia At $1 Trillion In Annual Sales? Raymond James Says It’s Possible By 2029

Raymond James says Nvidia could reach $1 trillion in annual sales by fiscal 2029 as AI demand stays strong and supply constraints ease.

Citigroup Maintains Buy on NVIDIA, Raises Price Target to $315

Citigroup analyst Atif Malik maintains NVIDIA (NASDAQ:NVDA) with a Buy and raises the price target from $300 to $315.

Nvidia's Supply Commitments More Than Doubled to $279 Billion. Here's What It Does to the Stock.

Nvidia doubled its supply commitments to $279 billion, primarily for memory procurement, to secure components for the next several years of AI demand. While gross margins will compress to 71-72% in Q4 fiscal 2028 as the company absorbs memory cost increases, management expects margins to recover to 72-73% in fiscal 2028 as price increases take effect. Despite near-term margin pressure, the company's strong revenue growth (89% YoY guidance) and reasonable valuation support a positive long-term outlook.

Shares of enterprise application software are trading higher amid sympathy with Salesforce after the company reported Q2 financial results.