Skip to content Skip to sidebar Skip to footer

Newsletter

5 days ago

AI Stocks

Nvidia’s $81.6bn Quarter: 4 ASX Stocks Riding the AI Infrastructure Boom

ASX Stocks Riding the AI Infrastructure Boom NVIDIA (NASDAQ: NVDA) is the company that makes the powerful computer chips behind almost every AI tool in the world. This week, it…

ByUjjwal Maheshwari

May 2026

AI Stocks

NVIDIA (NASDAQ: NVDA) Reports Wednesday: 5 ASX Stocks That Will Move on the Result

NVIDIA (NASDAQ: NVDA) reports its latest quarterly numbers after the US market closes on Wednesday, 20 May, which is Thursday morning here in Australia. The world's most-watched chip company sells…

ByUjjwal Maheshwari

May 2026

AI Stocks Tech Stocks Technology

Is the AI Boom a Bubble? The Case For and Against

Is the AI Boom a Bubble? Few questions in markets are more contested right now. Nvidia’s market capitalisation crossed US$5tn in October 2025 after quadrupling since 2023. The five major…

ByNick Sundich

Mar 2026

Tech Stocks Technology

Nvidia Says US$1T by 2027, Here’s the Hardware Shift It’s Banking On

Nvidia’s US$1T Goal Just Raised the Stakes for Inference Nvidia CEO Jensen Huang has just held the company’s biggest annual conference, GTC, and announced a major new product aimed at…

ByCharlie Youlden

Feb 2026

Tech Stocks Technology

Nvidia (NASDAQ:NVDA) $216b Revenue, 65% Growth, Still Pushing the Frontier

Rubin Targets 10x Cheaper Inference, That’s the Real Story Nvidia delivered an exceptional quarter and a standout full-year result, which is exactly what you would expect from the biggest company…

ByCharlie Youlden

Dec 2025

Market news Tech Stocks

Nvidia’s Back in China, But Uncle Sam Takes a 25% Cut

NVDA Re-enters China Under New Rules President Trump has announced that the US will allow Nvidia to export its H200 chips to approved customers in China, signalling a possible softening…

ByCharlie Youlden

Sep 2025

Blue Chip Stocks Tech Stocks

Nvidia Bets USD 100 Billion on OpenAI’s Next Leap

Can Nvidia’s USD 100 Billion AI Investment Deliver Sustainable Profits? Nvidia (NASDAQ: NVDA) has just taken its most ambitious step yet in the race to power artificial intelligence. In partnership…

ByCharlie Youlden

Sep 2025

Defence Stocks International Stocks Semiconductor stocks Tech Stocks Technology

Intel (NDQ:INTC): Its been outmuscled by Nvidia, but its rival just became an investor by buying a US$5bn stake

Intel (NDQ:INTC) has a peculiar shareholder register that has included the US government (which bought 10% in August), Japan's SoftBank and now Nvidia. Yes, as the saying goes...if you can't…

ByNick Sundich

Aug 2025

Technology

NVIDIA (NASDAQ: NVDA) Q2 Results: The Numbers Behind Its Biggest Leap Yet

NVIDIA’s Blackwell Boom: The Chip Redefining the Future of AI and Investor Growth NVIDIA (NASDAQ: NVDA) once again surprised markets with another earnings beat, posting second-quarter revenue of US$46.7 billion,…

ByCharlie Youlden

Aug 2025

Blue Chip Stocks Technology

Inside NVIDIA’s Omniverse: Jensen Huang’s Vision for the Future of Robotics

NVIDIA’s $4 Trillion Question: Growth Story or Peak Hype? NVIDIA (NASDAQ: NVDA) has become one of the most extraordinary success stories in modern markets, climbing to a market value of…

ByCharlie Youlden