Key Points Nvidia expects fiscal 2028 revenue growth of about 70%, even though customer forecasts point to stronger demand. Nvidia has increased its supply and capacity commitments from $119 billion to $279 billion as it prepares for future AI infrastructure demand. Nvidia’s revenue opportunity per gigawatt could rise from about $18 billion with Hopper GPUs … Read more
Better AI Infrastructure Stock: Nvidia vs. AMD
Russ Cohen
Key Points Tech companies will spend an estimated $1 trillion on AI infrastructure in 2027. AMD’s GPU and CPU sales are rising fast, and the company will likely benefit from agentic AI spending. But Nvidia’s shares are cheaper than AMD’s, and management estimates Nvidia’s total revenue will rise by 89% as tech companies continue to … Read more
The AI Suppliers Elon Musk Can’t Live Without
Russ Cohen
These companies deserve a very close look right now. Listen to the audio version of this article (generated by AI). Editor’s Note: Years ago, my colleague InvestorPlace Senior Analyst Luke Lango recommended Nvidia when it was still best known as a supplier of specialized chips to other technology companies. As Nvidia has grown to maintain … Read more
Alibaba Is No Longer the Same Company That Investors Have Known. Here's Why.
Key Points For years, Alibaba (NYSE: BABA) was synonymous with Chinese e-commerce. Its Taobao and Tmall operations were the crown jewels of its tech empire. The cloud was a promising side business. And investors largely viewed the company through the lens of China’s consumer economy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. … Read more
Two Lines on a Chart Beat Every Headline I’ve Read This Year
Listen to the audio version of this article (generated by AI). Editor’s Note: One of the biggest lessons I’ve learned after three decades in the options market is also one of the simplest… Stop trading the story and start trading the structure. Once you do that, you start seeing what’s really moving markets — the … Read more
Why Apple Could Be a Surprise Winner in the Next AI Boom
Apple has a long history of waiting, watching and then getting it right. Its latest moves could offer a clue about where the AI boom is headed… Listen to the audio version of this article (generated by AI). Everybody likes to be first. Wall Street, especially. There’s always a lot of excitement around the company … Read more