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Nvidia (NVDA) Stock Looks Below Fair Value as AI Risks Linger
Simply Wall St.45d agoneutral
Nvidia (NVDA) Stock Looks Below Fair Value as AI Risks Linger

NVIDIA stock has delivered an exceptionally strong run over the past five years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the earnings multiples currently point to the shares trading at a discount, which sets up a clear valuation tension for investors to weigh. Over five years, NVIDIA has returned about 875%, which puts a lot of past gains on the table and makes the current discount argument especially important to scrutinize. The key catalyst for the valuation...

Foxconn second-quarter revenue jumps, company cautions on geopolitics
Reuters45d agobullish
Foxconn second-quarter revenue jumps, company cautions on geopolitics

Taiwan's Foxconn, the world's largest contract electronics maker, reported a 39.8% year-on-year ‌rise in second-quarter revenue that beat market forecasts ‌on strong demand for AI products, though it cautioned about "volatile" global politics. Revenue ​for Nvidia's biggest server maker and Apple's top iPhone assembler jumped to T$2.513 trillion ($78.71 billion) in the April-June quarter, Foxconn said in a statement on Sunday. Strong ⁠AI demand led to robust revenue growth for its cloud and networking products division, while smart consumer electronics, which ​includes iPhones, ​posted "significant" growth, the company said.