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BREAKINGVIEWS-Big Tech valuation riddle is all about cash flow

Robert Cyran discusses Big Tech valuations, highlighting Warren Buffett's views on cash flow importance. Despite AI hype, Apple and Amazon have high valuations due to strong cash flow, while Meta's heavy capital expenditure lowers its valuation. Nvidia and Oracle are exceptions, with Nvidia's cyclical hardware demand affecting its valuation. Investors prefer immediate cash flow over future promises.

Reuters·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+4.41%
Reuters·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+4.41%

Trump Meets Nvidia's CEO -- Is a New AI Trade War Flashpoint Brewing?

U.S. President Trump met with Nvidia CEO Jensen Huang, discussing AI trade and export controls. Regulators are considering Nvidia's ability to sell H200 chips to China. Huang expressed concerns about U.S. regulations slowing AI progress and opposed a bill requiring domestic chip sales before exporting. At a CSIS event, Huang downplayed smuggling concerns, emphasizing the logistical challenges of transporting GPUs. The meeting highlights potential regulatory impacts on Nvidia's global growth.

GuruFocus·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+4.41%
GuruFocus·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+4.41%

A New York to Scotland flight got all the way across the Atlantic before an air traffic control problem forced a diversion to Ireland

Delta Air Lines Flight 208 from New York to Edinburgh was diverted to Dublin due to an IT issue at Edinburgh Airport, which halted flights. The Boeing 767 circled Edinburgh for 20 minutes before landing in Dublin. Edinburgh Airport resumed operations less than an hour after the diversion. The incident affected multiple flights, with 11 being diverted, mostly to Glasgow.

Yahoo Finance·
US
DAL
-0.37%
Yahoo Finance·
US
DAL
-0.37%

Will Intel Stock Beat Nvidia In The New Year?

Intel's stock has surged 95% since December 2024, outperforming Nvidia's 28% increase. The analysis suggests Intel's geopolitical advantages and innovative technology could make it a viable investment despite Nvidia's strong market position. The shift from AI model training to inference may impact Nvidia's margins, while Intel's 18A node offers potential value. The strategic asset allocation approach is recommended for future investments.

Forbes·
US
INTC
-7.45%
US
NVDA
+2.12%
US
NVDL
+4.15%
Forbes·
US
INTC
-7.45%
US
NVDA
+2.12%
US
NVDL
+4.15%

Nvidia partner Foxconn reports 26% revenue spike as AI boom continues

Foxconn, a key partner of Nvidia, reported a 26% year-on-year revenue increase in November, driven by strong demand for AI server racks. The company, known for manufacturing Apple products, is expanding in AI infrastructure, collaborating with Nvidia and OpenAI. Despite a 6% month-on-month revenue decline, Foxconn's AI server business boosted third-quarter profits by 17%. Its share price rose 26% in 2025, following a 76% increase the previous year.

CNBC·
NA
OpenAI
0.00%
US
NVDA
+2.12%
CNBC·
NA
OpenAI
0.00%
US
NVDA
+2.12%
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