Nvidia Corp NVDA

The Motley Fool 13 nov

Amazon CEO Andy Jassy claims the company could run two trillion-dollar businesses within a decade through AWS and its online retail operations. AWS grew 39% last quarter with a $578 billion backlog, while Amazon's retail business is expanding rapidly with grocery sales tripling faster than other categories. The company is investing heavily in AI infrastructure and custom chips, though this has resulted in negative free cash flow of $42.4 billion over the past 12 months.

The Motley Fool 13 nov

Nvidia stock plummeted following CEO Jensen Huang's resignation amid personal scandals. The stock fell below $150 from a record high of $243 in October 2026. Despite current turmoil and succession risks, the analyst sees the sell-off as a buying opportunity at $155-160 per share, citing an attractive forward P/E ratio of 9.7-10.1x based on fiscal 2028 earnings estimates. The broader AI sector faces headwinds as investors question hyperscaler returns on AI infrastructure investments.

The Motley Fool 13 nov

Micron Technology has experienced extreme volatility since October, with the stock moving 5% or more on a third of trading days and dropping 30% in five days ending Nov. 5. Despite strong fiscal Q4 results showing 380% revenue growth and 87% gross margins, the author recommends sizing positions at no more than 5% of a portfolio to manage the risk of potential 50% declines, suggesting the stock trades on sentiment about memory chip price cycles rather than fundamentals.

Zacks Investment Research 13 nov

Q3 earnings for the S&P 500 show strong broad-based growth of +24.6% on +13.5% higher revenues, with 82.5% of companies beating EPS estimates. Tech sector drives much of the growth at +45.5%, though excluding Tech, Energy, and major contributors like Nvidia and Micron, core earnings growth is more modest at +10.5%. Positive revision trends continue for Q4 2026 and full-year 2027 estimates.

Zacks Investment Research 13 nov

Nebius Group delivered strong Q3 results with $981M revenue (beating estimates by 8%) and $466M EBITDA, but shares fell 50% in three months due to sector-wide concerns including CoreWeave's debt issues, data center regulation fears from Texas policy changes, and NVIDIA CEO Jensen Huang's resignation. Analysts argue these headwinds are overblown and don't structurally impact Nebius's business model or contracts.