Nvidia delivers strong earnings on AI demand but challenges linger
Nvidia posted solid results and guidance as hyperscalers continue to invest heavily in AI infrastructure, but rising competition, concentration risks and China remain key challenges.
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Nvidia posted solid results and guidance as hyperscalers continue to invest heavily in AI infrastructure, but rising competition, concentration risks and China remain key challenges.
In early 2026, equal-weight stocks are outperforming mega-caps, signalling a clear rotation away from tech dominance. Broader participation suggests healthier market breadth, but the shift remains macro-dependent.
Shares of Netflix slump 18% this year, but the streaming leader appears well positioned to renew business momentum as technical signals hint at stock rebound potential.
US equities remain fragile, with AI disruption fears, falling Nasdaq momentum and upcoming Fed minutes and Nvidia earnings keeping sentiment cautious despite softer inflation and rising rate-cut hopes.
Broadcom’s post-December pullback has resolved into a bullish breakout, with strengthening technical momentum and accelerating AI chip demand supporting an upside target around 475.
AlphaTrack delivers weekly trading signals and market analysis focused on identifying potential opportunities in trending markets. Each article highlights structured technical setups, key catalysts, and disciplined risk-aware insights designed to support informed trading decisions. With an emphasis on momentum and market structure, AlphaTrack assesses pullbacks within bullish conditions as potential areas of interest, helping traders cut through noise and focus on higher-conviction setups.
Revenues declined in 2025 following a marked drop in EV sales, yet the company presses ahead with its autonomy ambitions, backed by substantial investment.
China’s BYD surpassed Tesla in pure battery electric vehicles sales in 2025 after an 27.86% increase, whereas its rival posted its second straight annual decline.
The victory of Donald Trump in last week’s elections send Wall Street soaring, with US 2000 outperforming the broader SPX500
Netflix's Q3 earnings exceeded expectations, with revenue rising 15% to $9.83 billion and EPS at $5.40. The company added 5.07 million subscribers, driven by its ad-supported tier and upcoming content, including "Squid Game" Season 2.
Major tech companies like Google, Amazon, and Microsoft are turning to nuclear energy to power their AI data centres. This shift addresses both rising electricity needs and carbon reduction goals.
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