Nvidia Earnings: Wall Street Expects Growth to Slow in Q2 — Dan Niles Says Hyperscalers Are Spending Like Never Before
benzinga_article·- Investor Dan Niles stated that Nvidia’s growth expectations may be conservative due to hyperscaler capital expenditures growing 92 % year-over-year in the quarter ending June 30. - Wall Street projects Nvidia's second-quarter revenue to reach $92.03 billion and earnings per share to hit $2.07. - Niles noted that Nvidia trades at 17 times projected 2027 earnings, presenting a favorable risk-reward setup despite local political headwinds against data centers.AMD or Nvidia: Load Up on One AI Chip Stock, but Avoid the Other, Says Investor
Tip Ranks·- Investor Elizabeth Pramila argues that AMD is poised to outperform Nvidia in the coming years by capturing AI spending through efficiency, flexibility, customization, and cost-effective inference. - The investment thesis highlights that AMD's MI400 GPUs, Helios rack-scale platform, and sixth-generation EPYC server CPUs provide competitive alternatives that appeal to major cloud providers and AI labs. - Pramila rates AMD as a Strong Buy with an average price target of $647.42 pointing toward 37% returns, while maintaining a Strong Sell rating on Nvidia despite Wall Street's consensus Strong Buy for both stocks.Amazon hikes hardware prices by 60 percent, blaming memory shortage
TechCrunch·- Amazon significantly increased the prices of hardware devices like Fire TVs, Echos, Kindles, and Eeros by up to 60 percent over the weekend. - The company attributed the price hikes to rising memory and storage component costs driven by the global memory shortage. - This shortage, fueled by the AI boom, is expected to continue throughout 2027 before prices potentially stabilize in 2028.Recent Filing Shows That Rep. Nancy Pelosi Bought Over $4.25M Worth of Bloom Energy Stock
benzinga_article·- Representative Nancy Pelosi filed a purchase of Bloom Energy stock valued between $4,250,007 and $14,500,000, executed on July 24, 2026. - Over the last three years, Pelosi has completed 50 stock transactions totaling more than $40.62 million, including notable trades in Apple, NVIDIA, and Intel. - Under the 2012 STOCK Act, members of Congress are prohibited from using private information for personal gain and must file Periodic Transaction Reports.Hudson Value Partners LLC Boosts Stock Position in NVIDIA Corporation $NVDA
Market Beat·- NVIDIA Corporation experienced varied institutional stake adjustments, strong analyst sentiment regarding upcoming earnings, and notable insider stock sales during the recent reporting period. - The company engaged in strategic talks regarding infrastructure investments and AI ecosystem expansion, while also facing valuation pressures, competitive risks, and denial of specific China-focused chip shipment reports. - NVIDIA traded at $214.75 with a market capitalization of $5.20 trillion, supported by strong prior quarterly financial performance and an authorized $80.00 billion stock repurchase program.Rep. Greg Steube Calls For Flock Camera Ban, Says Police Should ‘Get a Warrant’—CEO Says Ban Is Like ‘Banning Vehicles’
benzinga_article·- Representative Greg Steube called for a ban on Flock Group Inc. surveillance cameras, citing concerns over Fourth Amendment violations and alleged misuse by law enforcement. - Flock CEO Garrett Langley defended the AI-powered license plate readers, comparing an outright ban to banning vehicles and emphasizing their role in combating crime. - The debate highlights ongoing tensions between public safety tools and citizen privacy, following past controversies including Amazon's ended partnership with Flock.2,333 Shares in Microsoft Corporation $MSFT Purchased by Puff Wealth Management LLC
Market Beat·- Microsoft Corporation reported strong financial results for the quarter, with $4.74 EPS on revenue of $90.01 billion and announced a quarterly dividend increase to $0.91 per share. - Institutional investors and hedge funds actively adjusted their stakes, while company insiders sold 37,310 shares valued at $17,256,219 over the last quarter. - Key developments impacting the company included rising AI capital spending reaching $115.9 billion, expansion into proprietary AI chips, and major cloud client partnerships.