#data-center-capex

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Artificial intelligence
from24/7 Wall St.
1 week ago

Watch February Earnings From NVIDIA and Microsoft to Predict Where This Mag7 ETF Goes Next

Equal-weight exposure to the seven largest tech companies concentrates AI infrastructure-driven growth risk and reward, with performance hinging on continued enterprise AI spending.
#nvidia
from24/7 Wall St.
3 weeks ago
Artificial intelligence

Why Nvidia Could Have a Terrible Year in 2026, And Why It Might Not Be So Bad

Nvidia faces significant downside risk in 2026 if data-center and AI capex growth decelerates despite a dominant integrated ecosystem and lofty valuation.
from24/7 Wall St.
1 month ago
Business

Nvidia's Latest $2 Billion Deal: Defying Short Sellers or Digging a Deeper Hole?

Nvidia faces allegations of circular financing where its investments in customers drive GPU purchases, raising concerns about artificially inflated sales and systemic risk.
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