Gene Munster said Nvidia shares are sliding despite blowout earnings and record revenue as investors shift focus to 2027 growth concerns, even as AI infrastructure demand remains strong and Goldman Sachs reiterates its bullish stance.
With data center fever gripping the world, which is the best single company to invest in to profit from it? Taiwan Semiconductor makes a compelling case for itself.
The final trading week of February 2026 has laid bare a striking fracture in the U.S. equity markets. While the technology sector continues to feast on a relentless AI-driven "execution" cycle, the broader market indices are increasingly weighed down by deep-seated structural issues in the healthcare and industrial sectors.
As of February 27, 2026, the U.S. Treasury market has entered a period of deceptive calm, with yields holding steady in a tight range as traders catch their breath following a month of volatile economic data. This "wait-and-see" approach reflects a broader strategic retreat by both bond and equity
Dan Ives, managing director at Wedbush Securities, said on Friday in an interview with CNBC that the software stocks under pressure may be at a turning point.
In a move that underscores the relentless momentum of the artificial intelligence infrastructure trade, major Wall Street analysts have issued a series of significant upgrades for Super Micro Computer (Nasdaq: SMCI), citing the company's pole position in the "industrialization" phase of AI. Following a robust second-quarter earnings beat for fiscal
Following a week of intense market turbulence, BofA Securities (NASDAQ: NVDA) analyst Vivek Arya has issued a major price target upgrade for Nvidia Corp. (NASDAQ: NVDA) today, February 27, 2026. Raising the target from $275 to $300, Arya cited an "agentic AI inflection point" and overwhelming demand for the company’
As the final reports of the fourth-quarter earnings season trickled in through late February 2026, the S&P 500 demonstrated a resilient performance that caught many analysts by surprise. The benchmark index recorded an 8.2% year-over-year increase in earnings per share (EPS), marking a significant milestone in a market
The global economic landscape stands at a precipice following a year of unprecedented trade hostilities between the world’s two largest economies. As of late February 2026, the era of "super-tariffs"—which saw reciprocal duties between the United States and China soar to 145% and 125% respectively—has reached a
In a move that has sent shockwaves through the global financial markets, OpenAI has finalized a historic $110 billion funding round, the largest venture capital injection in history. This massive infusion of capital values the artificial intelligence pioneer at a staggering $840 billion post-money, a figure that reflects the industry's
NEW YORK — In a move that sent shockwaves through global trading floors on Friday, February 27, 2026, UBS (NYSE:UBS) officially downgraded its outlook on the U.S. stock market from “Overweight” to “Benchmark” (Neutral). The downgrade follows a staggering upside surprise in January’s Producer Price Index (PPI) data,
The optimism that defined the start of 2026 evaporated on Friday as the S&P 500 and the Dow Jones Industrial Average suffered their steepest single-day declines in months. A surprise surge in the January Personal Consumption Expenditures (PCE) price index—the Federal Reserve’s preferred inflation gauge—shattered the
Shares of regional banking institution Bank of Hawaii (NYSE:BOH) fell 5.1% in the afternoon session after a government report showed wholesale inflation was higher than expected, fueling concerns about credit risk and the potential for interest rates to remain elevated.
In an article on his website posted on Friday, Deepwater Management founder Gene Munster said that the drop in Nvidia shares is because accelerating revenue growth is no longer a catalyst for the company.
