Nvidia’s 70% Growth Forecast Reopens the AI Trade — but the Bottleneck Has Moved to Memory
Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.
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Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.
Six months of conflict around the Strait of Hormuz have reduced Gulf export flows, weakened OPEC+ market share and increased oil-market volatility.
Nvidia reported $96.2bn in quarterly revenue, with data-centre sales reaching $89bn as global AI infrastructure spending accelerates.
Qatar's LNG exports have fallen 96% during the Iran war, redirecting global gas trade and increasing Europe's reliance on US supply.
Shein is targeting a valuation of up to $27bn in Hong Kong, roughly 70% below its private-market peak four years ago.
The 30-year Treasury yield hit its highest level since 2007 before Washington doubled bond buybacks. What it means for stocks and rates.