Shares & the stockmarket
The S&P 500 at new all-time highs and eyes are on NVIDIA
NVIDIA earnings are once again in focus as investors look for confirmation that the AI-driven rally in US stocks can continue.
In this video, Russ Mould examines the latest results from the Magnificent Seven — including NVIDIA, Amazon, Alphabet, Apple, Meta, Microsoft, and Tesla — and explains why investors remain enthusiastic despite mounting concerns around cash flow, capital spending, and balance sheet risk.
Key topics covered:
- Why the S&P 500 continues to hit record highs
- The impact of AI spending on US tech stocks
- NVIDIA earnings expectations explained
- What weakening free cash flow could mean
- Why buybacks are slowing across Big Tech
- Risks investors should monitor in AI stocks
The Magnificent Seven have delivered another remarkable earnings season, but rising capital expenditure and growing competition are creating important questions for long-term investors.
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