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- Nvidia’s Revenue Is Booming. So Is their Financial Support Around It.Over the same period, a broad measure of Nvidia’s disclosed financial exposures to customers and suppliers increased much faster than revenue itself. That is the most striking conclusion I get from Nvidia’s latest filings. Between October 2025 and the latest disclosed figures, Nvidia’s trailing-twelve-month revenue increased from $187 billion to $303 billion, an increase of… Read more: Nvidia’s Revenue Is Booming. So Is their Financial Support Around It.
- High Bandwidth Memory (HBM): Why AI Is Driving Memory StocksFor decades, memory-chip manufacturers were viewed as highly cyclical commodity businesses. Profits rose when supply was tight, collapsed when manufacturers added too much capacity, and eventually recovered when demand caught up. Artificial intelligence may be changing that pattern. Advanced AI accelerators require enormous quantities of extremely fast memory. This has turned High Bandwidth Memory, or… Read more: High Bandwidth Memory (HBM): Why AI Is Driving Memory Stocks
- S&P 500 Without Magnificent 7: A Rebalanced Index ExperimentIntroduction What happens to the S&P 500 without Magnificent 7 stocks if those companies are removed and the remaining constituents are rebalanced back to 100%? Since the start of 2023, the S&P 500 has delivered a very strong price return. But a large part of that performance has been driven by a small group of… Read more: S&P 500 Without Magnificent 7: A Rebalanced Index Experiment