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Nvidia Corp. (NVDA), Taiwan Semiconductor Manufacturing Co. (TSM) and Warner Bros. Discovery Inc. (WBD) hit fresh 52-week highs on Monday as investors piled into AI infrastructure and media consolidation plays. Higher Wall Street expectations for Nvidia,
NVIDIA has ridden the AI infrastructure boom to a market value in the trillions, and after such a powerful multi year run, many investors are asking whether the current share price is still grounded in the cash flows the business can generate. Over the past 5 years, NVIDIA has delivered a very large share price gain…
Oil surging past $100 is lifting energy stocks while high bond yields drag on tech, and underneath a deceptively calm index, a quiet rotation is reshaping portfolios before bank earnings reveal whether the slowdown is finally catching up to borrowers.