Bear with me, I’m pontificating a bit here in front of Nvidia earnings. I’m sure many will disagree. It’s a great company, but what is it worth in five, 10 or 15 years? I would argue, about what we are paying for it now if history is a guideline.
The great Microsoft Corp. peaked at the top of the dot-com bubble and had 15 years of disappointment for shareholders as earnings per share caught up to expectations. All are great companies and are well-positioned for the economy ahead. Productivity-enhancing AI, cloud, quantum and the list goes on. I have no issues at all with this aspect of factors driving future growth. It’s very exciting and very bullish.
Nvidia give Microsoft the ability to crunch those numbers. All of which all essential. But look at the performance of Intel since the dot com peak in 2000, shareholders have seen zero growth.
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Larry Berman: How might the AI trend impact earnings of NVDA and is MSFT and history a guideline?Bear with me, I’m pontificating a bit here in front of Nvidia (invidia Latin for envy) earnings. I’m sure many will disagree. It’s a great company, but what is it worth in five, 10 or 15 years? I would argue, about what we are paying for it now if history is a guideline.
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Trading Game Plan: Trade the Jerome Powell speech, NVDA earnings levels, bank stocks signal nasty collapse(Kitco News) - In todayâ??s action-packed session of the Game Plan LIVE on YouTube, Gareth Soloway will offer a full overview of key charts and data sets across all markets.
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Nvidia earnings, new home sales, GOP debate: What to watchYahoo Finance Live breaks down what investors should be watching on Wednesday. All eyes will be on Nvidia (NVDA) when the GPU company reports its second quarter earnings after the market close. The stock is up more than 210% since the start of the year thanks to the surge in interest in AI. Cloud company Snowflake (SNOW) will also report its second quarter results after the bell. Investors will also get a read on housing when July new home sales data is released at 10am ET. It comes after existing home sales data showed sales fell last month as tight inventory and high mortgage rates weigh on the market. Voters will hear from Republicans in the first debate of the 2024 presidential campaign cycle. One notable absence will be former President Donald Trump, who has chosen not to participate.
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