Portfolio manager pours cold water on Nvidia's stock bounce back

2 portfolio names rise to record highs after earnings, but Microsoft stock sits out the rally

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

CNBC - 7h

Nvidia shares resume fall despite gains in European chip stocks

ASML shares rally as Dutch group hails DeepSeek as ‘good news’

Financial Times - 1d

Retail investors pour $900mn into Nvidia as they chase ‘buying opportunity’

Traders bought chipmaker shares at ‘astounding’ pace as stocks wobbled this week

Financial Times - 1d

Portfolio manager pours cold water on Nvidia's stock bounce back

Portfolio manager Dan Niles warns that Nvidia's shares could have further to fall after it posted the biggest one-day loss of market-cap in U.S. history.

CNBC - 2d

4 portfolio stock winners from DeepSeek's emergence — and 2 we're less sure about

Meta and Amazon are clearly in the potential winners circle.

CNBC - 2d

Nvidia rises 6% in Tuesday bounce following largest market value loss in history

The chipmaker plunged 17% on Monday.

CNBC - 2d

Nvidia and other chip stocks are bouncing. Is now the time to buy?

Multiple analysts saw Monday’s sharp semiconductor pullbacks as overdone. One said they could prove “a buying opportunity in hindsight once the dust settles.”

MarketWatch - 2d

One reason Nvidia looks like a bargain stock following the DeepSeek news

Other technology stocks trading at relatively low valuations to historical levels include Micron, Super Micro and Workday.

MarketWatch - 2d

We're lightening up on a rallying stock that's grown too big in our portfolio

The sale also comes as our trusted momentum indicator moved further into overbought territory.

CNBC - 2d

Investors piled into leveraged ETFs tied to Nvidia. Then the stock crashed

Single-stock, leveraged ETFs betting heavily on Nvidia's blistering rally plunged overnight, tracking losses logged by the chip darling.

CNBC - 2d

DeepSeek story is bad news for Nvidia and the microchip makers. It may be worse for these stocks.

Nuclear plays have surged over the last month and last year on AI hopes that may not come to fruition/

MarketWatch - 3d

College basketball rankings: Purdue routs Michigan for bounce-back victory after home loss to Ohio State

The Boilermakers move up to No. 12 in Saturday's CBS Sports Top 25 And 1 after steamrolling over the Wolverines

CBS Sports - 5d

It looks like a tiny kangaroo and it’s bouncing back from the brink of extinction

Yahoo News - 6d

Our 5 top-performing portfolio stocks since December's Monthly Meeting are tech free

The S&P 500 has jumped 3.7% since the December Monthly Meeting to Wednesday's close.

CNBC - Jan. 23

Wall Street analysts say buy this portfolio cyber stock. Why we're not taking their advice

In a note to clients, Morgan Stanley said there's an "increasingly attractive entry point" in Palo Alto Networks shares after a lackluster start to 2025.

CNBC - Jan. 21

Water back for some in Wales outage but thousands face weekend without

Businesses have been forced to shut and events cancelled as disruption enters a third day.

BBC News - Jan. 18

This is Nvidia’s secret weapon and it’s likely to propel the stock in 2025

Strength in data center GPUs, networking, services, and emerging products fortify Nvidia’s competitive ‘moat.’

MarketWatch - Jan. 18

Nets bounce back after historic loss but fall short to Lakers, 102-101

Austin Reaves scored a career-high 38 points, LeBron James had 29 and the Los Angeles Lakers held on to beat the Brooklyn Nets 102-101 on Friday night.

Yahoo Sports - Jan. 18

Why the stock market turned around this week — plus, the portfolio winners and losers

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

CNBC - Jan. 17

Can Hollywood bounce back?

After strikes and the pandemic, studios hoped for a rebound in 2025. Then LA was set ablaze

Financial Times - Jan. 17

Nvidia analysts are very bullish on the stock. But this holdout defends his cautious view.

The chip maker’s stock has surged in the year since D.A. Davidson’s Gil Luria began coverage with a neutral view. But he still thinks elements of his initial call have merit.

MarketWatch - Jan. 16

There's a popular tech stock washout Monday as Palantir, Nvidia and Rigetti Computing drop

Popular technology stocks tumbled Monday as bond yields rose, dragging down tech-heavy Nasdaq-100 futures.

CNBC - Jan. 13

Why this fund manager is fighting higher inflation with dividend stocks

These high-quality, dividend-paying stocks in 3 sectors stand to benefit from rising prices.

MarketWatch - Jan. 11

Thunder bounce back to rout Knicks 126-101 in first game since end of 15-game win streak

Shai Gilgeous-Alexander scored 39 points in 29 minutes, and the Oklahoma City Thunder emphatically bounced back to rout the New York Knicks 126-101 in the first game since their 15-game winning ...

ABC News - Jan. 10

Trump makes misguided accusations about California water management amid wildfires

President-elect Donald Trump has used the devastating Los Angeles wildfires to revisit a policy disagreement with California Gov.

NBC News - Jan. 10

Consider flipping your 60/40 portfolio to 40/60 as bonds become more attractive than stocks

It’s no longer the glory days for the classic 60/40 investment strategy.

MarketWatch - Jan. 9

Grey seals, minke whales and bluefin tuna: is the North Sea bouncing back to its glory days?

Hollywood stars once came for the big-game fishing, but the return of a host of species to the depleted waters around Britain’s coast is a cause for quiet optimism. From the outside, the Tunny Club ...

The Guardian - Jan. 9

Quantum-computing stocks sink as Nvidia CEO delivers a reality check

Shares of Rigetti Computing, Quantum Computing, IonQ and D-Wave fell sharply after Nvidia’s Jensen Huang said that “very simple quantum computers” could be 20 years away.

MarketWatch - Jan. 8

Nvidia’s stock falls further — but analysts see a future that’s brighter than ever

Nvidia’s talk of huge market opportunities in autonomous driving and robotics is “potentially comforting for investors thinking about what might come next for the company,” an analyst says.

MarketWatch - Jan. 8

Fantasy Football 2024 WR Exit Interview: You should expect the position to bounce back in 2025

Fantasy football analyst Matt Harmon takes one last look at the wide receiver position as we turn our attention to 2025.

Yahoo Sports - Jan. 8

Indian stocks will benefit from the Trump 2.0 era, portfolio manager says

Investors eyeing up firms with the potential to become the "blue chip companies of the future" should look to India, according to investor Kunal Desai.

CNBC - Jan. 7

Nvidia stocks soar after GeForce RTX 50 series debuts at CES

Chipmaker Nvidia shares surge after founder Jensen Huang unveils next generation of AI for gamers at CES 2025.

CBS News - Jan. 7

Nvidia’s stock rallies as AI chip trade reloads for fresh run higher

Nvidia Corp.’s stock continued its rally Monday, embodying the red-hot momentum in the artificial-intelligence chip trade so far this year.

MarketWatch - Jan. 7

Nvidia, chip stocks pop after Foxconn reports record revenue

Global semiconductor stocks climbed on Monday after Foxconn posted record fourth-quarter revenue, suggesting the AI boom has far more room to run.

CNBC - Jan. 6

Another sign 49ers' 2025 schedule should help them bounce back

The San Francisco 49ers' 2025 schedule provides reason for hope following a disappointing 2024 season.

Yahoo Sports - Jan. 6

Strictly’s Amy Dowden on cancer, broken feet – and bouncing back

The Welsh dancer turned down her first chance to appear on Strictly – then illness and injury twice took her off TV. She talks about her new tour, her best friend Carlos Gu and her ‘completely new ...

The Guardian - Jan. 6