Google might be in the lead in their AI capability, says Constellation's Ray Wang
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12 minutes ago
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Nvidia Reaches New Peak as Google Lifts Cloud Spending Forecast
July 25 - Nvidia (NASDAQ:NVDA) hit a fresh intraday high Friday, edging up 0.5% to $174.53 in early trading, on track to close at a record if it holds. The GPU pioneer gained momentum after a 1.7% pop Thursday, as investors brace for a wave of tech earnings next week. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Wall Street sees Nvidia chips as the go?to for AI model training, and expectations remain lofty. Alphabet (NASDAQ:GOOGL) underlined that demand by lifting its 2025 capital?expenditure forecast by 13% to $85 billion, signaling more server and data?center builds, including Nvidia's gear. While Google touts its custom TPUs, it still backs GPUs to meet broader cloud needs. Ben Reitzes of Melius Research states that Google Cloud is currently capacity constrained but anticipates subsequent growth in the second half because Google can deploy more capacity. Such a dynamic would fuel a long-term market of Nvidia sales and other conglomerates, such as AMD (NASDAQ:AMD), which would be able to sustain an AI-fueled GPU demand. As significant Nvidia reports are still ahead, its stocks might remain unstable, but the boom in AI infrastructure does not appear to have reached its limit. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Time Business News
29 minutes ago
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41 minutes ago
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The latest speculative trades raise the risk of a stock market turndown: Goldman Sachs
Investors beware. With the S&P 500 (^GSPC) at all-time highs, some on Wall Street are warning that a rise in speculative trades could increase the risk of a market pullback. Goldman Sachs analysts said their Speculative Trading Indicator has risen sharply during the past few months. The gauge now sits at its highest level on record, outside of the 1998-2001 dot-com bubble era and 2020-2021 during COVID, though it still remains well below those peaks. The indicator shows an elevated recent share of trading volumes in unprofitable stocks, penny stocks, and stocks with rich valuations compared to revenue. Apart from "Magnificent Seven" heavyweights Nvidia (NVDA) and Tesla (TSLA), some of the stocks with the highest trading volumes over the past month include speculative plays like (BBAI), Lucid (LCID), and Plug Power (PLUG). "The recent rise in speculative trading activity signals near-term upside risk for the broad equity market but also increases the risk of an eventual downturn," Goldman's Ben Snider and his team wrote on Thursday. The analysts noted that over the past 35 years, similar spikes in speculative trading often led to stronger-than-usual returns over the next three, six, and 12 months. But those returns faltered over a two-year horizon. Speculative trading has also been accompanied by a sharp short squeeze. That's when investors who bet that a stock will go lower are forced to buy back shares to cover their positions, and that rush to buy drives the stock price even higher. "Like in 2021, the recent short squeeze has occurred alongside an improvement in social media sentiment and a rally in stocks popular with retail traders," the analysts wrote. The recent highfliers in the latest meme-stock rally noted by Wall Streeters — Krispy Kreme (DNUT), Opendoor (OPEN), and Kohl's (KSS) — all have one key thing in common: They are heavily shorted stocks. Since President Trump reversed his broad-based tariff stance on April 9, betting against the market has proven costly, as stocks rebounded in a V-shape recovery. Goldman Sachs analysts also note that call option volumes, or bets that an asset's price will go up, have recently surged. Meanwhile, investor appetite for investments such as initial public offerings (IPOs) has also risen, along with special-purpose acquisition companies (SPACs). "The median US IPO in June rose by 37% in its first trading day, the best month since early 2024 and a top decile return relative to the past 3 decades," the analysts wrote. Cloud platform CoreWeave (CRWV) boomed following its IPO in late March. Stablecoin issuer Circle (CRCL) is up more than 500% since going public in early June. Crypto firm Bitmine Immersion Technologies (BMNR) is up roughly 400% from its public offering price last month. Ines Ferre is a Senior Business Reporter for Yahoo Finance. Follow her on X at @ines_ferre. Click here for in-depth analysis of the latest stock market news and events moving stock prices Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
