Not a bubble but beware: Howard Marks on Nvidia and valuations
Billionaire investor says Nvidia is cheap compared to the Nifty Fifty, the infamous growth stocks like Polaroid and Xerox that excited investors in the early 1970s
Billionaire investor says Nvidia is cheap compared to the Nifty Fifty, the infamous growth stocks like Polaroid and Xerox that excited investors in the early 1970s
Is it tenable for markets to be so reliant on so few stocks?
Consumer electronics fair looks forward, with AI the firm focus for 2025
Chief executive Jensen Huang offers vision for how AI will spread through economy
Analysts remain wary of the one-time giant of chip stocks
Eight tech giants now hold combined market capitalisation of almost $19trn
UK’s FTSE 100 logged its sharpest drop in more than two weeks
It was a challenging year for some listed companies and a record year for CEO departures
Lesson of the 20th century was that when a critical mass of citizens feel the system is rigged against them, we encourage radical politics
On Iseq Dalata shares rise as do those of housebuilder Glenveagh
Tech giant was first to $1tn, $2tn and $3tn landmarks but faces strong competition from AI chipmaker on next market cap milestone
Pat Gelsinger’s decision to step down was initially greeted enthusiastically, with shares rising only to subsequently slide lower
Gabriel Makhlouf raises prospect of ‘sharp’ fall in stocks prices amid heightened technology sector valuations
AI chipmaker accounts for 4.3% of MSCI All Country World index – more than all countries except the US and Japan
JP Morgan sanguine as rising share prices are accompanied by increased earnings among dominant ‘magnificent seven’
Infusing new people into the workforce is ‘not just desirable’ but ‘economically necessary’, says chief executive
Dominated by handful of megacap tech stocks, index has enjoyed annual returns of 13% over the last decade
Mixed day for banks and building firms on Irish market
Active managers have underperformed in 2024 as large-cap US equity funds lag the S&P 500
Payments company has used Nvidia technology for machine learning models and fraud detection
Increasingly confident investors looking beyond tech giants, suggesting reign may be over — for now at least
Company behind ChatGPT could now be valued at $157bn
Collaboration with Equal1 announced at Nvidia’s headquarters in Silicon Valley as part of Enterprise Ireland trade mission
Any claim that anyone is to be a trillionaire any time soon is not credible
Stock not in classic bubble territory but is surrounded by huge uncertainty
Planet Business: Volvo puts the brakes on electric vehicle targets, tourist taxes spread and Nvidia takes a bath
Senior departures and plunging share price hit chief executive Pat Gelsinger’s plans for company turnaround
Nvidia and the wider technology sector have lagged since June as investors become increasingly demanding
Berkshire Hathaway shares up almost 30% this year ahead of the S&P 500 more than all but two of the ‘magnificent seven’ stocks
The company’s results, due late on Wednesday, will have implications for other tech stocks
Market in Dublin climbs 0.5% as it is buoyed by a strong showing from budget airline Ryanair following O’Leary comments
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