2+ day, 1+ hour ago   (349+ words) As of Thursday, October 8, there are 6 Mid Cap US and Canada-listed stocks in the Trefis coverage universe trading at their 52-week highs. Mid Cap here means a market value between $10 billion and $40 billion, the upper figure excluded. At about $38.4 billion…...

5+ mon, 2+ week ago   (182+ words) These differences become even clearer when you look at the financials side by side. The table highlights how ADI’s fundamentals stack up against those of NVDA on growth, margins, momentum, and valuation multiples. Note: For “Last 3 Year Return” metric, preferred…...

6+ mon, 3+ week ago   (158+ words) These differences become even clearer when you look at the financials side by side. The table highlights how MCHP’s fundamentals stack up against those of NVDA on growth, margins, momentum, and valuation multiples. Note: For “Last 3 Year Return” metric, preferred…...

4+ day, 18+ hour ago   (437+ words) What Dell And HPE Each Told Investors In September Both companies told investors to expect more, but the two raises are not the same kind of news. On September 1, 2026, Dell lifted its fiscal 2027 revenue guide to $192 billion at the midpoint,…...

2+ mon, 4+ week ago   (431+ words) In the race for AI dominance, the market is charging a stunning premium for one chipmaker over its faster-growing rival, forcing investors to decide what that price is truly buying. Over the past year, this valuation gap has only widened....

2+ mon, 3+ week ago   (451+ words) Management has gone quiet on the multi-billion-dollar China problem that once dominated its calls, and what they're talking about instead reveals a fundamental shift in where the company's growth must now come from. Is NVIDIA’s Next Big Bet A Massive…...

2+ mon, 3+ week ago   (352+ words) If you hold shares in the chipmaker, the options market shows you are already carrying exposure to a remarkably wide range of potential outcomes over the next year. Imagine two very different futures for your NVIDIA (NVDA) holdings a year…...

5+ day, 22+ hour ago   (591+ words) First Solar (FSLR) and NVIDIA are both classed in the semiconductor industry, but First Solar sells solar panels and NVIDIA sells chips for AI data centers. Investors have chosen NVIDIA, whose stock returned 24% in the past year, while First Solar…...

1+ week, 2+ day ago   (581+ words) NVIDIA’s revenue more than doubled from a year earlier in fiscal Q2 2027, to $96 billion. Investors value the company at about $5.6 trillion. A company that size needs very large new sales to keep growing quickly. NVIDIA (NVDA) has a new product that…...

1+ week, 2+ day ago   (361+ words) As of Thursday, October 1, there are 6 Large Cap US and Canada-listed stocks in the Trefis coverage universe trading at their 52-week highs. Large Cap here means a market value above $40 billion. CrowdStrike (CRWD), with a market value of about $271.3 billion,…...