NVIDIA

Despite strong fundamentals for the chip king, Research Affiliates says investors are overplaying Nvidia as the ‘safe’ hand in the AI game.

Technology stocks at the big end of the S&P500 have enjoyed a (mostly) golden run, but Atrium Investment’s Brendan Paul warns that Nvidia’s astronomical valuation may have tipped the balance.

Investors and advisers have a tendency to extrapolate recent events into the future, and the last six months have shown how dangerous this can be. For those reviewing and building portfolios as the new financial year begins, five key issues should be front of mind.

The meteoric rise of Nvidia (NVDA) parallels generative AI’s own stratospheric journey. Dataset provider Appen provides an interesting local proxy stock, alongside a new wave of AI-themed ETFs.

There is a hidden bifurcation in the S&P 500 that retail investors may not be seeing, but it has private investment manager Neuberger Berman showing a degree of caution.

Despite increased volatility emanating from the banking sector, tech stocks have been supported by falling bond yields on fears the global economy could slip into recession this year, with big-name companies leading the gains.

While advisers are not yet seeing substantial client demand for semiconductor and chip stocks, the popularity of the AI chatbot ChatGPT has highlighted opportunities for Australian investors to gain exposure to the surging sector.

After an impressive rise in 2020, tech stocks have been hit by selling pressure so far this year. One tech sector that has defied the recent trend is robotics and automation. The ETFS ROBO Global Robotics and Automation ETF (ROBO) is up more than 4.9 per cent in the first five months of the year,…

ASX down as Victoria braces, materials weaker, ALS profit jumps The ASX200 (ASX: XJO) finished 0.3% lower on Wednesday, with the materials and e-commerce sectors leading the fall.  BHP Group (ASX: BHP) and Rio Tinto (ASX: RIO) remain under pressure, falling over 2% each as the hot commodity sector is cooled by increasing supply. The Commonwealth Bank of Australia (ASX:…

ASX bounces back, BNPL reports, Ramsay (ASX:RHC) reinstates dividend  The ASX200 (ASX:XJO) finished 0.8% higher following a strong US lead overnight, with healthcare and materials leading the way, up 1.7% and 1.4% respectively. Ramsay Healthcare (ASX:RHC) was the standout, jumping 7.7% after reinstating their dividend at 48.5 cents per share. The private hospital operator reported a ‘resilient’ result,…