Nvidia Stock Investors Just Got Major News From China
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) B300 servers are fetching about 7 million yuan, or roughly $1 million, in China as tighter U.S. export controls and pressure on supply channels lift prices for the AI hardware.
The B300 is Nvidia’s top-end system for AI workloads,
» Read more about: Nvidia Stock Investors Just Got Major News From China »
Read MoreMeta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors
Big tech earnings are in after Meta Platforms (META 9.69%), Alphabet, Amazon, and Microsoft all delivered their quarterly reports Wednesday afternoon, and there was a clear theme.
AI spending continues to rise, and the big hyperscalers are upping their capital expenditure forecasts for the year while cloud computing revenues are soaring.
Fidelity Investments® Builds out Active Enhanced ETF Suite With the Launch of Four Small, Mid Cap ETFs
New Strategies Strengthen Fidelity’s Active ETF Offering, Bolster its $149 Billion Exchange-Traded Lineupi
BOSTON, April 30, 2026–(BUSINESS WIRE)–Fidelity Investments® today announced the launch of Fidelity Enhanced Mid Cap Growth ETF (FEMG),
ECB holds interest rates steady at 2%
The European Central Bank (ECB) has kept its key interest rates unchanged at 2% despite inflation risks linked to the Iran war.
» Read more about: ECB holds interest rates steady at 2% »
Read MoreDow, S&P 500 Futures Lower on Renewed U.S-Iran Tensions
Oil prices are on the rise as well
Dow Jones Industrial Average (DJIA) and S&P 500 Index (SPX) futures indicate a lower open this morning, after Iran’s media reported its Navy blocked American warships from entering the Strait of Hormuz. Though the U.S. Central Command shared on X that “no U.S.
» Read more about: Dow, S&P 500 Futures Lower on Renewed U.S-Iran Tensions »
Read MoreThe Burst
1 Hot Stock Passes Super Stringent Screen
In the research rooms of investment management firms, returns on invested capital are keenly focused on. Buffett often speaks of this metric as a proxy for what return to expect over the long haul.
So, I decided to run a screen to find stocks with ROIC percentages north of 15%. That’s a high hurdle all by itself that most companies will fail to meet.
» Read more about: 1 Hot Stock Passes Super Stringent Screen »
Read MoreThe Ivy
Why On Earth Is Soros Buying Radio Stations?
Earlier this year, billionaire investor and political donor George Soros drew a great deal of attention for suddenly acquiring about 200 radio stations in 40 national market from Audacy, a legacy broadcasting network.
Unsurprisingly, Soros faced both regulatory hurdles and political backlash for buying up so many broadcast stations at once.
Why is George Soros buying radio stations,
» Read more about: Why On Earth Is Soros Buying Radio Stations? »
Read MoreThe Spotlight
Tootsie Roll Highlights Crazy Market
The current S&P 500 bear market was officially announced on June 13, 2022 and it doesn’t seem as if the bear market is over yet. A sustained recovery will likely commence only once interest rates peak, and further rises are no longer expected. In spite of the general market malaise, some stocks are bucking the trend when it comes to valuation metrics.