There's a lot of room for optimism as Nvidia is set to report earnings on Aug. 27.Last week was a busy one for tech followers. Meta Platforms (META 0.98%), Microsoft (MSFT 0.22%), Amazon (AMZN -0.23%), and Apple (AAPL 4.24%) all reported second-quarter earnings, and while they were mostly positive in different ways, artificial intelligence (AI) continued to be a strong trend. That's great news for Nvidia (NVDA 1.05%) investors. Let's see what's happening and why investors should get excited about what Nvidi ...

The recent sell-off in these stocks gives investors a timely opportunity to start an investment or buy more shares.Investors should never let market volatility scare them out of a good investment. Stocks of growing companies will usually experience greater volatility than the market average. But investors that ignore those fluctuations and keep regularly buying shares of growing companies will come out ahead over the long run.Three fool.com contributors see great deals right now for fallen growth stocks lik ...

I'm an individual investor heavily influenced by Warren Buffett and Charlie Munger. Munger's 1994 USC Business School Speech is something I think about a lot: Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the business earns 6% on capital over 40 years and you hold it for that 40 years, you're not going to make much different than a 6% return—even if you originally buy it at a huge discount. Conversely, if a business earns 18% on capital ...

It's important for investors to look beyond the market's immediate reaction.Earnings season is in full swing, and some of the most closely watched companies have given investors crucial information to chew on. On July 31, Amazon (AMZN -0.23%) reported earnings for the second quarter (ended June 30). Revenue of $167.7 billion and diluted earnings per share of $1.68 both came in well ahead of consensus analyst estimates. However, it's important to view this fresh information in the context of Amazon's bigger ...

Long-term competitive advantages ensure these companies aren't some flash-in-the-pan AI stocks.Excitement around artificial intelligence (AI) and its potential impact on businesses has led to soaring stock prices for many of the biggest tech companies. Nvidia, for example, has seen its stock price grow more than tenfold since the release of ChatGPT in late 2022, now topping $4 trillion in market cap.Some investors may feel like they've missed the boat and they're too late to buy AI stocks at a good price. I ...

公司表现与市场反应 - The Trade Desk股价单日暴跌近40% 创历史最大跌幅 主要归因于亚马逊的竞争压力[1] - 尽管公司财报超预期 但未能缓解华尔街对亚马逊竞争的担忧[1] - CFO离职事件被部分分析师提及 但市场焦点集中在亚马逊因素[1] 管理层回应与争议 - CEO Jeff Green强调公司作为中立广告平台的优势 认为与亚马逊仅有小部分业务重叠[2] - 提出亚马逊未来可能允许第三方在Prime Video销售广告的设想[2] - 管理层声称亚马逊和谷歌都不是主要竞争对手 强调开放互联网技术优势[3] - 分析师质疑管理层乐观态度 指出亚马逊/Roku/Disney+加剧CTV广告竞争[3][4] 亚马逊的竞争威胁 - 亚马逊广告业务年增长率达22% 规模达157亿美元 超分析师预期[12] - Prime Video通过默认广告设置快速占领市场 摩根斯坦利预测其2027年将取代YouTube成为智能电视广告领导者[12] - 亚马逊与HBO Max/Apple TV+达成合作协议 强化电视观看入口地位[12] - 广告主青睐亚马逊的规模优势 购物偏好定位能力和体育直播内容[11] 行业格局变化 - 流媒体广告市场从增量竞争转向存量博弈 CTV广告增长引擎作用减弱[13] - 美国CTV广告市场出现广泛增速放缓迹象[14] - 除迪士尼/NBCUniversal等头部玩家外 其他电视厂商面临亚马逊冲击[11] 分析师分歧观点 - LightShed批评管理层"严重否认现实" 摩根士丹利下调评级至卖出[4] - Evercore维持增持评级 看好公司与Netflix/Roku/Spotify的合作及零售媒体与国际扩张[5]

ETFs that follow the tech-saturated Nasdaq 100 surged to record-time highs on Thursday, despite the U.S. imposing its broadest tariff increase in nearly 100 years.QQQ is hovering around its all-time highs. Track live prices here.Leading the pack were:Invesco QQQ Trust QQQInvesco NASDAQ 100 ETF QQQMDirexion NASDAQ 100 Equal Weighted Index Shares QQQEThese ETFs have bucked rising geopolitical tensions and a surge in trade-related uncertainty, reflecting investor confidence in the stability of big-cap U.S. tec ...

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In this articleTTDJeff Green, CEO of The Trade Desk.Scott Mlyn | CNBCShares of The Trade Desk plummeted almost 40% on Friday and headed for their worst day on record after the ad-tech company announced the departure of its CFO and analysts expressed concerns about rising competition from Amazon.The Trade Desk, which went public in 2016, suffered its steepest prior drop in February, when the shares fell 33% on a revenue miss. In its second-quarter earnings report late Thursday, the company beat expectations ...

Key Takeaways Amazon stock fell 7% despite beating Q2 earnings due to disappointing Q3 operating income guidance.AWS growth of 17% lags Microsoft Azure's 39% and Google Cloud's 32% expansion rates.AMZN plans over $100B capex in 2025 for AI infrastructure, pressuring near-term profits.Amazon (AMZN) delivered strong second-quarter results with revenues of $167.7 billion, surpassing the Zacks Consensus Estimate by 3.32%, while earnings per share of $1.68 significantly beat the consensus mark by 26.32%. Despite ...