BlackBerry CEO says robotics is one of its fastest-growing businesses
CNBC·- BlackBerry CEO John Giamatteo stated that robotics is one of the company's fastest-growing businesses within its QNX software division. - The company is leveraging its safety-critical automotive software experience to target industrial, warehouse, and medical robotics applications. - BlackBerry reported an order backlog worth 950 million dollars and an expanded partnership with Nvidia to support these growth areas.These growth stocks are still cheap, despite the S&P 500 being near a record high price-to-sales valuation
MarketWatch·- While the S&P 500's forward price-to-earnings ratio has declined to 19.81, its forward price-to-sales ratio of 3.26 remains near a 20-year peak due to soaring corporate profits. - Despite the broader market's high valuation, a screen of S&P 500 companies identifies 11 stocks trading below their 10-year average forward price-to-sales ratios with projected revenue CAGRs of at least 15.2% from 2026 through 2028. - Prominent companies passing this screen include Oracle, Nvidia, Reddit, and Meta Platforms, though analysts note potential risks regarding future revenue realization and supply constraints.What Nvidia says on Wednesday to address concerns about its competitiveness could be key for the stock
MarketWatch·- Nvidia will release its latest earnings report on Wednesday after the market closes, with analysts focusing on catalysts beyond revenue guidance. - J. P. Morgan analyst Harlan Sur stated that Nvidia's commentary addressing competitiveness, custom chip competition, and business decisions will be crucial for the stock. - Additional key drivers include updates on third-party infrastructure funding agreements, China business developments, and strategies to handle memory chip supply shortages.‘It’s About to Happen,’ Says Top Investor on Micron Stock
Tip Ranks·- Investor Adam Spatacco argues that Nvidia’s upcoming financial report could serve as a major catalyst for a rebound in Micron stock. - Micron supplies essential high-bandwidth memory for Nvidia’s GPUs, positioning the company to benefit directly from sustained artificial intelligence infrastructure spending and a constrained memory market. - Despite recent pullbacks due to profit-taking and cyclicality concerns, this strong market setup and bullish Wall Street consensus suggest renewed upside potential.Kalshi's Nvidia Compute Markets Hit $4.4M: Is AI Compute the 'New Oil'?
benzinga_article·- Kalshi's GPU rental markets generated $4.4 million in notional volume through July 27 across five Nvidia chips. - CME Group plans to launch futures tracking monthly rental costs for Nvidia's H100 and B200 chips on October 5, pending regulatory review. - While early volume is insufficient for large corporate hedges, it demonstrates growing trader interest in establishing reliable forward prices for AI computing power.Nvidia Q2 Preview: SpaceX Is Becoming the 'Fifth Horseman,' Gene Munster Says
benzinga_article·- Nvidia is scheduled to report its second-quarter financial results with analysts expecting revenue of $92.01 billion and earnings per share of $2.09. - Deepwater Management managing partner Gene Munster predicts Nvidia will beat expectations by 4 % and raise October revenue guidance by 3 %. - Munster notes that SpaceX is emerging as a major customer and could become Nvidia's fifth major data center client alongside Amazon, Google, Meta, and Microsoft.NVIDIA Earnings Could Move These 3 AI Stocks—Here’s What to Watch
Market Beat·- NVIDIA earnings reports have the potential to significantly impact related artificial intelligence stocks in the market. - MarketBeat tracks top-rated Wall Street analysts to identify recommended stocks for investors. - Advanced Micro Devices maintains a Moderate Buy rating while other selected equities are highlighted as superior investment options.EXCLUSIVE: Watch These 3 AI Bottlenecks Ahead of Nvidia Earnings, Yorkville CEO Says
benzinga_article·- Yorkville CEO Steve Neamtz states that the massive AI infrastructure buildout faces physical constraints beyond chips, specifically memory, critical minerals, and labor shortages. - Nvidia is set to report earnings with expected revenue of about $92.2 billion, serving as a key test for the sustainability of the AI spending boom. - Investors are focusing on whether companies can provide a coherent story regarding capex and how supply chain bottlenecks impact the future data center buildout.Could Nvidia Be the Cheapest Way to Own the AI Boom Right Now? Here's What You Need to Know Before Earnings
Motley Fool·- Nvidia has underperformed the broader semiconductor industry in 2026, with its stock up roughly 12 % despite a surging sector and massive revenue. - Market skepticism regarding sustainable growth, lack of surprise from consistent earnings beats, and intensifying competition from AMD and custom hyperscaler accelerators drive this lag. - Nvidia trades at approximately 25 times forward earnings while boasting a 74 % gross margin and a $1 trillion order book spanning 2026 and 2027.How To Trade SPY, QQQ And 6 Mega Caps: Key Levels For AAPL, MSFT, NVDA, GOOGL, META, And TSLA
benzinga_article·- The financial markets face a packed economic calendar featuring employment, housing, manufacturing, and consumer confidence data along with a 2 Year Treasury Note Auction. - Key assets including SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA approach critical support and resistance pivot levels amid potential volatility windows. - Traders are advised to monitor the cumulative economic data and Treasury yields to assess market resilience and determine short term directional momentum.Nvidia Stock Is Smashed, Says Top Investor Ahead of Earnings
Tip Ranks·- Top investor The Techie warns that Nvidia’s risk-reward remains unfavorable ahead of its earnings report, citing concerns over rising memory costs and capital allocation. - The investor points out that Nvidia is passing on server price increases of over 15% while committing 7 billion USD to license and invest in startup Poolside. - Despite Wall Street’s unanimous Strong Buy consensus and a 12-month average price target of 304.58 USD, the stock is rated a Sell due to high market expectations and a muddled near-term outlook.Nvidia To Rally More Than 8%? Here Are 10 Top Analyst Forecasts For Tuesday
benzinga_article·- Wall Street financial institutions have updated their price targets and ratings for several major publicly traded corporations. - UBS, Morgan Stanley, and Raymond James upgraded firms including Fluence Energy, Dynatrace, NVIDIA, and AMD. - Other major institutions such as Baird, Needham, Goldman Sachs, BTIG, and Mizuho adjusted outlooks for companies like Snowflake, Coinbase, and Micron Technology.