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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·
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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·
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GuruFocus·
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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·
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Forbes·
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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·
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CNBC·
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Martin Investment Management LLC Buys 9,371 Shares of NVIDIA Corporation $NVDA

Martin Investment Management LLC increased its stake in NVIDIA by 76.2% in Q2, owning 21,675 shares worth $3.42 million. Other hedge funds also adjusted their positions in NVIDIA. Insiders sold 2,949,931 shares worth $531.6 million in the last 90 days. NVIDIA's stock opened at $183.38, with a market cap of $4.46 trillion. The company reported Q3 earnings of $1.30 EPS, beating estimates, and announced a $0.01 quarterly dividend.

Market Beat·
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Market Beat·
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