Nvidia: $78B Q1 guide (+7.4% vs Street) crushes AI bubble fears—agentic AI wave, Vera Rubin samples shipped (10x perf/watt), hyperscaler capex $700B (+$120B YTD), $500B Blackwell/Rubin visibility. At ~40x FY26 priced for perfection but TAM $3-4T by 2030 justifies premium
Commercial property/casualty premiums across all account sizes in the fourth quarter 2025 were the softest they have been since 2017, according to The Council of Insurance Agents & Brokers (CIAB) quarterly survey. Overall, premiums across all account sizes rose by ... Read Full Article →
Waddell & Associates LLC purchased a new position in shares of Mastercard Incorporated (NYSE:MA – Free Report) in the 3rd quarter, Holdings Channel reports. The firm purchased 1,210 shares of the credit services provider’s stock, valued at approximately $688,000. Several other hedge funds also recently modified their
Cheniere has committed more than $50 billion to build and expand its two Gulf Coast liquefaction terminals. Read Full Article →
The actress joined fellow cast members and special guests for a special screening of Part Two of the series fourth season in London on Tuesday. Read Full Article →
