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.
Mastercard operates a global payments network and sells data, fraud, identity and value-added services to financial institutions and merchants. Founded in 1966 and headquartered in Purchase, New York, Mastercard Incorporated employs approximately 35,000 people.
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.
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.
Bitcoin jumped nearly 8% after a White House crypto summit. Inside the Clarity Act's path through the Senate and what it means for prices.
Eli Lilly grew Q2 revenue 48% while Novo Nordisk's adjusted sales rose 7% at CER. Here is what the divergence means for investors.