A Wall Street analyst has cautioned Nvidia (NASDAQ: NVDA) investors that the chipmaker’s explosive growth may not be entirely organic.To this end, Goldman Sachs’ James Schneider warned that part of Nvidia’s booming sales could stem from “circular revenue,” a cycle in which Nvidia’s own investments end up fueling demand for its products.Schneider explained that Nvidia’s financial ties with companies like OpenAI create a situation where the tech giant acts as both supplier and investor. When Nvidia backs AI s ...

Advanced Micro Devices (NASDAQ: AMD) shares erupted higher in pre-market on Monday after OpenAI confirmed a multi-gigawatt GPU supply deal that could generate over $100 billion in revenue for the chipmaker in just the next four years. At its peak, the stock spiked more than 26% intraday, one of the sharpest single-day moves in AMD’s modern history, before settling near $207.The agreement marks a transformative moment for Advanced Micro Devices. OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs, begi ...

Shares of British luxury vehicle manufacturer Aston Martin (LSE: AML) fell sharply on Monday after the firm slashed its outlook for the second time this year.Notably, the stock plunged as much as 11% at one point. As of press time, AML shares were trading at £76.05, down over 6% for the day. Year-to-date, the stock has dropped roughly 30%.AML YTD stock price chart. Source: Google Finance The decline followed the company’s announcement that it no longer expects to meet its full-year volume guidance, projecti ...

As Warren Buffett approaches the end of his tenure as CEO of Berkshire Hathaway (NYSE: BRK.A) , his investment moves continue to serve as a key indicator for investors seeking profitable, long-term plays.Now, while Buffett has made notable shifts in his portfolio over the years, investors with modest capital of $100 can mirror his investments by purchasing some of his recent stock picks with potential for growth.To this end, Finbold has identified the following two equities worth considering.UnitedHealth (N ...

Goldman Sachs CEO David Solomon has cautioned that global equity markets could experience a correction within the next one to two years.According to Solomon, this projected correction is due to the cyclical nature of markets and the current boom surrounding emerging technologies such as artificial intelligence, he said during the  Italian Tech Week on October 3.GOLDMAN’S CEO DAVID SOLOMON SAYS A PULLBACK IS COMINGWarns equity markets look stretched & a drawdown in the next 12–24 months “wouldn’t surprise me ...

市场前景展望 - 高盛首席执行官David Solomon预计全球股票市场在未来12至24个月内可能出现回调 [1] - 此次预期的市场回调归因于市场的周期性以及围绕人工智能等新兴技术的当前繁荣 [1] - 市场看起来已经过度延伸，鉴于近期的市场上涨，出现回调并不令人意外 [1][3] 技术周期与历史比较 - 历史表明，技术加速发展的时期往往会导致市场过度扩张 [1] - 当前周期由人工智能和数字化转型驱动，可能重现互联网早期动态 [2][3] - 以亚马逊为例，指出在互联网泡沫时期仅有少数公司成功生存，多数公司消失 [2] 资本形成与企业创建 - 围绕变革性技术的资本形成激增和新公司快速创建通常会产生赢家和输家 [2] - 技术正在扩张，新公司不断成立，该项技术在企业中部署的潜力非常强大 [3] 长期创新趋势 - 对长期创新趋势保持乐观，技术创新的持续浪潮为企业增长和生产力带来强大机遇 [1][4] - 尽管存在短期波动风险，但对长期前景持积极态度 [4]

The share price of American technology giant Oracle (NASDAQ: ORCL) is looking to extend its recent momentum, with technical indicators pointing toward a potential move to the $1,000 level.Notably, Oracle stock ended the last session trading at $286, having gained about 125% in the past six months, a rally largely driven by the company’s expanding role in the artificial intelligence sector.ORCL one-month stock price chart. Source: FinboldNow, analysis by charting platform TrendSpider suggests Oracle may be p ...

Shares of Nvidia (NASDAQ: NVDA) appear poised for a key breakout retest next week after a strong rally pushed the stock toward new resistance levels.This comes after the American semiconductor giant notched new record highs in its march toward the $200 target. Notably, NVDA shares were valued at $187, down 0.7% in the last trading session, while year to date the stock has gained over 35%.NVDA YTD stock price chart. Source: FinboldThe latest technical setup shared by charting platform TrendSpider suggested t ...

Tesla (NASDAQ: TSLA) delivered a jolt to both investors and rivals on Wednesday, reporting 497,099 vehicle deliveries in Q3 2025, comfortably ahead of Wall Street’s consensus estimate of 454,130. The beat comes alongside a record 12.5 GWh of energy storage deployments, underscoring Tesla’s expanding footprint beyond cars.A breakdown of the numbersThe company produced 447,450 vehicles in the quarter, dominated by the Model 3/Y at 435,826 units, with an additional 11,624 “other models” produced. Deliveries we ...

Short sellers leaned harder into Netflix (NASDAQ: NFLX) just as Elon Musk decided to cancel. The day after Musk posted on Sept 30 that he had cancelled Netflix, FINRA off-exchange short volume in NFLX jumped to 642,836 shares on Oct 1, the highest daily tally since Sept 18 in the available data retrieved by Finbold from Fintel. That marks a 20% day-over-day increase from the prior session.Netflix short volume. Source: FintelBut the picture isn’t quite as simple as “Musk tweets, shorts pile in.” On Oct 1, FI ...