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0419_aD_ot
2 days ago
AI poster-child Nvidia (NVDA) has jumped 14% year to date, but the ride's been noticeably ******* py according to Seeking Alpha data.
The stock's down nearly 6% in just one week and around the same amount over the past month, a pullback that has coincided with fresh questions over whether the breakneck AI buildout could finally lose momentum.
Consequently, that debate followed calls from some of the biggest names in AI to slow the development of frontier models for safety reasons. But on his latest "Mad Money" broadcast from Dreamforce, veteran ******* yst Jim Cramer made clear he's viewing Nvidia stock through a very different lens.
That's not hard to fathom because Nvidia continues giving bulls ammunition. Fiscal Q2 revenue more than doubled to $96.2 billion, with its Data Center business reaching $89 billion, as it pushes deeper into enterprise AI, including Salesforce's (CRM) new Koa reasoning model built on Nvidia Nemotron.
Cramer's takeaway after a sit-down with CEO Jensen Huang was hardly cautious, though. Instead of treating the latest AI scare as a reason to jump in and out of Nvidia, he framed the stock as something investors need to hold through the noise instead of trade.

#down #latest #billion
7brick
2 days ago
Spring, Texas-based Hewlett Packard Enterprise Company (HPE) develops intelligent solutions in the United States, the Americas, and internationally. The company has a market cap of $74.2 billion and operates in five segments: Server, Hybrid Cloud, Networking, Financial Services, and Corporate Investments and Other, and offers general-purpose servers, workload-optimized servers, and integrated systems, among others.
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." HPE fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the communication equipment industry.
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#packard
ezstzmg
2 days ago
Over the past few months, **** eX (SPCX) has hogged so much of the limelight that Elon Musk's "other" company, Tesla (TSLA), has slipped completely under the radar. Yet, the EV leader is looking to go back to the past to grow in the future.
An event scheduled for Oct. 1 is expected to provide a major glimpse into the second-generation Roadster—a car that the company sold between 2008 and 2012 and was the one that put it on the automobile map of the world. Described as the company's first production vehicle and built with a Lotus Elise Chassis, the Roadster offered things that no other electric vehicle did at that time. 0-60 mph in 39 seconds, had a top speed of 120 mph, and an initial range of 200+ miles, which eventually rose to 245.
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#company #SpaceX #spcx #Tsla
dqss68_wuwb000
2 days ago
Boston, Massachusetts-based State Street Corporation (STT) provides a range of financial products and services to institutional investors. Valued at a market cap of $50.9 billion, it offers custody, accounting, and fund administration services for traditional and alternative ****** ets, as well as multi-asset-class investments, recordkeeping, client reporting, and more.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." STT fits squarely in that category, with a market cap above this threshold that reflects its size and influence in the ****** et management industry.
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#market #street
vr3oa
2 days ago
PulteGroup, Inc. (PHM) is one of America's largest homebuilders, headquartered in Atlanta, Georgia. It acquires and develops land for residential use and constructs and sells single-family detached homes, townhomes, condominiums, and duplexes. Operating in U.S. markets, the company serves diverse homebuyers through brands including Centex, Pulte Homes, Del Webb, and DiVosta Homes. The company has a market capitalization of $22.76 billion, which makes it a "large-cap" stock.
PulteGroup's shares reached a 52-week low of $108.49 on May 19, but are up 10.1% from that level. Over the past three months, the stock has dropped 2.7%, as investors weigh persistent housing-market headwinds. Meanwhile, the broader S&P 500 Index ($SPX) is up marginally over the past three months. Therefore, PHM has clearly underperformed over this period.
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#Stock #months #atlanta
lynxss
2 days ago
Salesforce (CRM) investors have an important date to watch as the company prepares to host its Investor & ****** yst Session on Wednesday, Sept. 16, during Dreamforce 2026. The event comes at a critical time for Salesforce as investors look for greater clarity on how the company plans to turn rapid artificial intelligence (AI) adoption into sustainable revenue growth. Salesforce recently delivered a strong second-quarter fiscal 2027 report, with current remaining performance obligations rising 14% and management raising its full-year revenue guidance.
Against this backdrop, the Investor Day session could provide additional insight into Salesforce's long-term financial position, Agentforce, Data 360, and AI monetization. The company has increasingly positioned AI agents as a major growth opportunity, while its recent partnership with Anthropic has further expanded its AI ecosystem.
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#company #revenue
TR8Ly0188
2 days ago
With a market cap of $16.7 billion, NVR, Inc. (NVR) is a leading company operating through two primary business segments: homebuilding and mortgage banking. Its homebuilding segment constructs and sells homes under the Ryan Homes, NVHomes, and Heartland Homes brands.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and NVR fits this criterion perfectly. The company serves customers across 37 metropolitan areas in 16 states and Washington, D.C.
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#Companies
bZ9hy8t54CF
2 days ago
It seems too early to read this yet, with a major Fed catalyst due out this afternoon, but as of Tuesday, Sept. 15, roughly over half of the Russell 3000 Index – some 1,613 components! – have a "sell" signal from Barchart's TrendSeeker® indicator.
The broad-based Russell 3000 seeks to measure roughly 3,000 of the largest publicly traded U.S. companies, and it represents about $80 trillion in market cap as of the June 2026 annual rebalancing. That's 98% of the publicly traded market, give or take.
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#russell #Stock #publicly #traded
1368_6_76_tdrst
2 days ago
With a market cap of $27.1 billion, DTE Energy Company (DTE) is a diversified energy company engaged in energy-related businesses and services across the United States. Its operations include electric and natural gas utilities serving millions of customers in Michigan, along with businesses focused on custom energy solutions, renewable energy, and energy marketing and trading.
Companies worth more than $10 billion are generally labeled as "large-cap" stocks and DTE Energy fits this criterion perfectly. DTE Energy is also committed to accelerating carbon reduction, supporting community development, and promoting economic progress through philanthropy, education, employment initiatives, and volunteerism
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#energy #billion #businesses #states
vsZLH
2 days ago
Veralto Corporation (VLTO), headquartered in Waltham, Massachusetts, provides water ******* ytics, water treatment, marking and coding, and packaging and color services. Valued at $23.3 billion by market cap, the company offers product quality control systems and water purification equipment.
Companies worth $10 billion or more are generally described as "large-cap stocks," and VLTO perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the pollution & treatment controls industry. VLTO leads water quality and product quality & innovation with iconic brands like Hach, Trojan, ChemTreat, Videojet, Linx, Esko, X-Rite and Pantone, leveraging a large installed base to drive recurring consumables and software sales.
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#treatment #market #veralto
vvululrakpacil42
2 days ago
Exton, Pennsylvania-based West Pharmaceutical Services, Inc. (WST) designs, manufactures, and sells containment and delivery systems for injectable drugs and healthcare products. Valued at $25.7 billion by market cap, the company's technologies include the design and manufacture of packaging components, research and development of drug delivery systems, and contract laboratory services and other services.
Companies worth $10 billion or more are generally described as "large-cap stocks," and WST perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the medical instruments & supplies industry. WST stands out as a market leader with a diversified portfolio serving pharma and healthcare.
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#Stock #billion
zoom
2 days ago
Schaffhausen, Switzerland-based Aptiv PLC (APTV) is a global industrial technology company developing automated, electrified and digitalized solutions. Its businesses provide software, advanced hardware, perception systems and connectivity technologies for mission-critical applications across mobility and other end markets. It has a market capitalization of approximately $9.3 billion.
Companies valued between $2 billion and $10 billion are generally classified as "small-cap stocks," and Aptiv comfortably fits this category. Its substantial market capitalization reflects its size, influence and established position within the auto parts industry. Aptiv stands out for its expertise in advanced automotive technology, including connectivity, electrification and intelligent systems. Its above-average margins, strong free cash flow and growing non-automotive business provide differentiation. Its established customer relationships and exposure to electrification and autonomous driving could support long-term growth.
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#aptiv #technology #advanced #connectivity
hardly
2 days ago
Every once in a while, you run into a sure thing. Maybe your favorite team is playing a bunch of losers, your star quarterback is having a streak, and you only need three more legs to turn $20 into $400. What could possibly go wrong, right?
According to new data from Bank of America (BAC), a lot could go wrong.
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#wrong #every #charlie #munger
4rjUf
2 days ago
STERIS plc (STE), with a market capitalization of approximately $20.8 billion, is a global healthcare company focused on infection prevention and patient care. The Mentor, Ohio-based company provides consumable products, capital equipment, maintenance and repair services, sterilization solutions, laboratory testing, outsourced reprocessing, and operating room connectivity solutions.
Companies worth between $10 billion and $200 billion are generally classified as "large-cap stocks," and STERIS fits this description, with its market capitalization reflecting its substantial size and established position within the healthcare sector. STERIS stands out by combining a leading position in infection prevention with a broad range of healthcare and sterilization products and services. Its trusted brand, loyal customer base, strong financial position, and strategic acquisitions strengthen its competitive position while supporting continued expansion and innovation.
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#steris #position
Cool
2 days ago
Teradyne, Inc. (TER) is a technology company that designs and manufactures automated test equipment and advanced robotics systems, with a market capitalization of approximately $51.5 billion. Based in North Reading, Massachusetts, the company's semiconductor and electronics testing solutions help customers maintain quality standards, while its collaborative and mobile robots support manufacturing and warehouse operations across businesses of various sizes.
Companies valued between $10 billion and $200 billion are generally classified as "large-cap stocks," and Teradyne comfortably fits this category. Its edge comes from its leading role in automated testing and robotics, serving several industries, from semiconductors to automotive and aerospace. Its diversified product portfolio, strong brand, stable revenue, healthy profit margins, and consistent cash generation support continued investment in technology and long-term growth.
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#robotics #support
coxemdo
2 days ago
Portsmouth-based Iron Mountain Incorporated (IRM) is a global leader in information management services, trusted by more than 240,000 customers in 61 countries. The company has a market cap of $33.4 billion and offers solutions for information management, digital transformation, information security, data centers, and ******* et lifecycle management (ALM).
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." IRM fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the specialty REIT industry.
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#information #incorporated #Companies
bolt
2 days ago
A fresh wave of nuclear stock listings is sweeping Wall Street as the explosive growth of data centers puts mounting pressure on electricity grids and reignites investor appetite for nuclear power. Joining this initial public offering (IPO) frenzy is nuclear stock Holtec Nuclear, which is gearing up for its public debut this month. The company plans to offer 50 million shares of Class A common stock at a price range of $15 to $18 per share, potentially raising up to $900 million and valuing the company at as much as $10.2 billion.
Holtec plans to list on the Nasdaq Global Select Market and Nasdaq Texas under the ticker symbol "HNUC" on Sept. 18. The underwriters also have a 30-day option to purchase up to an additional 7.5 million shares. Leading the offering as joint lead book-running managers are J.P. Morgan, Guggenheim Securities, Goldman Sachs, Citigroup, and BofA Securities, while Morgan Stanley, Cantor, BMO Capital Markets, and Oppenheimer & Co. round out the group of joint book-running managers.
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#shares #securities
HouWgf7peZ10O2W
2 days ago
Cardinal Health, Inc. (CAH), headquartered in Dublin, Ohio, operates as a healthcare services and products company. Valued at $54.6 billion by market cap, the company's services include pharmaceutical distribution, health-care product manufacturing, distribution and consulting services, drug delivery systems development, pharmaceutical packaging, automated dispensing systems manufacturing, and retail pharmacy franchising.
Companies worth $10 billion or more are generally described as "large-cap stocks," and CAH perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the medical distribution industry. As one of the top three U.S. pharma wholesalers, CAH holds a commanding market position. Its diversified pharmaceutical and medical distribution portfolio, broadens its customer base, adds resilience to market swings, and creates multiple revenue streams with cross-selling opportunities.
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#market #Health #Manufacturing #systems
bolt_mostly8543
2 days ago
Hewlett Packard Enterprise Company (HPE) is becoming a major beneficiary of the enterprise artificial intelligence (AI) infrastructure growth. While many companies are working on AI applications, Hewlett Packard primarily focuses on infrastructure, supplying servers, networking, and other technology essential for large-scale AI deployment.
The company's latest quarterly results showed rising demand, with both revenue and profit exceeding **** yst expectations and robust growth across all segments. Its integration of Juniper Networks has further strengthened the company's position in AI networking, giving the company greater access to the infrastructure needs driven by AI's rapid growth.
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#infrastructure #company #juniper
rfhqhqlmjwh
2 days ago
Biogen Inc. (BIIB) is a global biotechnology company that develops and commercializes therapies for serious and complex diseases. Headquartered in Cambridge, Massachusetts, Biogen has built a strong presence in neurology, specialized immunology, and rare diseases, with a portfolio spanning multiple sclerosis, spinal muscular atrophy, Alzheimer's disease, ALS, and other conditions.
Companies worth $10 billion or more are typically classified as "large-cap stocks," and Biogen, with a market cap of $32.1 billion, fits the label perfectly. Biogen's core strength lies in its deep neuroscience expertise and a portfolio of established therapies for complex neurological and rare diseases. Its long-standing research capabilities, specialized commercial infrastructure, and broad pipeline also provide scale and expertise that smaller biotech rivals can find hard to replicate.
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#biogen #complex #expertise
glid2compass
2 days ago
Akron, Ohio-based FirstEnergy Corp. (FE) engages in the generation, distribution, and transmission of electricity in the United States. The company has a market cap of $26.5 billion and operates through Distribution, Integrated, and Stand-Alone Transmission segments, and owns and operates coal-fired, nuclear, hydroelectric, wind, and solar power-generating facilities.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." FE fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the regulated electric utilities industry.
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#operates
ZA_9h8BT8
2 days ago
International Flavors & Fragrances Inc. (IFF), headquartered in New York, produces and markets cosmetic active and natural health ingredients for use in various consumer products. Valued at $21.3 billion by market cap, the company flavors and fragrances are individual ingredients and compounds of a large number of ingredients that are blended, mixed, and reacted together to produce proprietary formulas.
Companies worth $10 billion or more are generally described as "large-cap stocks," and IFF perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the specialty chemicals industry. IFF is a preeminent player in global flavors and fragrances, with 35,000+ products spanning food, beverage, personal care, and health & wellness. Its scale, innovation focus, and alignment with natural, sustainable, and customized ingredient trends support a competitive edge, while operations in 60+ countries provide access to emerging markets and evolving consumer preferences.
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#ingredients #markets #Health #products
flux
3 days ago
Nvidia's (NVDA) Vera Rubin GPUs claim 70% of the $4M VR200 rack bill of materials, while Micron (MU) benefits from the 22% memory slice.
Jensen Huang expects 70% revenue growth in fiscal 2028, supply-constrained despite purchase orders already secured from every major hyperscaler for Vera Rubin.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it is the cleanest single data point yet on where the AI infrastructure dollar actually lands. DRAM adds another 13%, HBM 9%, NAND 2%, NVLink 2%, cooling 2%, power supply 1%, and the CPU 1%.
In an era where every hyperscaler is trying to bend the AI capex curve, the VR200 breakdown says the GPU is still where the value concentrates. Nvidia is selling the rack, and the silicon it designs takes seven of every ten dollars a customer spends to fill it. That maps to what CEO Jensen Huang told investors on the fiscal Q2 2027 call: "Today, we're not just selling the best chips. We're selling a full-stack AI factory platform."

#rack #materials #vera
2TZr9HoiW
3 days ago
NVDA's $5 trillion market cap matches every Forbes 400 billionaire combined but equals just one-tenth of private business owners' $50 trillion collective wealth.
Jensen Huang guided Q3 revenue to $108 billion and projects 70% fiscal 2028 growth, calling the outlook supply-constrained against a $2 trillion cloud backlog.
Economist Owen Zidar estimates 3 million private business owners hold $50 trillion, a figure that dwarfs the $15 trillion held by all 3,795 global billionaires combined.
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#forbes #zidar
HarDlYFro5t
3 days ago
CrowdStrike (CRWD) stock is already having a huge 2026, but Nvidia CEO Jensen Huang just offered investors another reason to stay bullish. Speaking at a Goldman Sachs technology conference, Huang said cybersecurity could become the next major growth driver for artificial intelligence and described CrowdStrike as Nvidia's (NVDA) "number one cybersecurity partner."
That matters because the AI opportunity is expanding beyond chatbots and data centers. As companies deploy more AI agents, they also face a growing number of security risks. CrowdStrike is positioning its Falcon platform to capture that spending, potentially giving CRWD another growth engine after its powerful run this year.
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#crowdstrike #huang #goldman #become
quiet4adget
3 days ago
Nvidia (NVDA) CEO Jensen Huang just dropped an interesting update on the company's growth. He said he believes the chip giant can grow revenue by 70% next year, a forecast that would take annual sales from roughly $400 billion to about $680 billion.
At first look, that sounds almost too ambitious, but Huang argues that Nvidia is still at the center of the artificial intelligence buildout, and demand for its computing systems remains far from saturated.
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#billion #nvda #goldman #expects
YesjPXQbKsMX
3 days ago
NVDA's $5 trillion market cap matches every Forbes 400 billionaire combined but equals just one-tenth of private business owners' $50 trillion collective wealth.
Jensen Huang guided Q3 revenue to $108 billion and projects 70% fiscal 2028 growth, calling the outlook supply-constrained against a $2 trillion cloud backlog.
Economist Owen Zidar estimates 3 million private business owners hold $50 trillion, a figure that dwarfs the $15 trillion held by all 3,795 global billionaires combined.
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#trillion #business #million #combined
99fetch
3 days ago
CrowdStrike (CRWD) stock is already having a huge 2026, but Nvidia CEO Jensen Huang just offered investors another reason to stay bullish. Speaking at a Goldman Sachs technology conference, Huang said cybersecurity could become the next major growth driver for artificial intelligence and described CrowdStrike as Nvidia's (NVDA) "number one cybersecurity partner."
That matters because the AI opportunity is expanding beyond chatbots and data centers. As companies deploy more AI agents, they also face a growing number of security risks. CrowdStrike is positioning its Falcon platform to capture that spending, potentially giving CRWD another growth engine after its powerful run this year.
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#become
fetchpv
3 days ago
Nvidia (NVDA) CEO Jensen Huang just dropped an interesting update on the company's growth. He said he believes the chip giant can grow revenue by 70% next year, a forecast that would take annual sales from roughly $400 billion to about $680 billion.
At first look, that sounds almost too ambitious, but Huang argues that Nvidia is still at the center of the artificial intelligence buildout, and demand for its computing systems remains far from saturated.
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#NVIDIA #billion #goldman #sachs
NVVgefq2
5 days ago
The artificial intelligence infrastructure race is moving from a chip shortage story into a race for something harder to manufacture: data center capacity. Land, electricity, and finished buildings are becoming the bottlenecks as hyperscalers pour hundreds of billions of dollars into AI. That is creating an opening for a new breed of cloud providers that can secure capacity where the largest cloud companies cannot.
At Thursday's Goldman Sachs Communacopia + Technology Conference, Nvidia (NVDA) CEO Jensen Huang made clear that he sees this market expanding for years—and his comments were particularly bullish for CoreWeave (CRWV) and Nebius Group (NBIS).
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#capacity #land

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