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Wolfe Research sees AI workloads expanding CPU market by 30% through 2028
InvestorsHub87d agoneutral
Wolfe Research sees AI workloads expanding CPU market by 30% through 2028

AI expected to drive a new phase of CPU demandWolfe Research believes the rise of agentic artificial intelligence and orchestration computing will create a significant expansion in processor demand, projecting that the total addressable CPU market will grow by approximately 30% by 2028. The firm argues that access to manufacturing capacity at Taiwan Semiconductor Manufacturing Company is likely to be a more important factor in determining competitive success than raw chip performance over the ne

S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.
24/7 Wall St.87d agoneutral
S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.

The S&P 500 dividend yield has fallen to 1.08%, a level the index has not seen since the 1800s. For retirees who built their income plan around stock dividends, that number is the financial equivalent of finding out the well in the backyard has gone dry while the water bill keeps climbing. I’ve been writing ... S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.

NVIDIA (NVDA): Forecast of $200 Billion Market for CPUs Includes China, Reports CNBC
Insider Monkey87d agoneutral
NVIDIA (NVDA): Forecast of $200 Billion Market for CPUs Includes China, Reports CNBC

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Wide Moat Stocks to Buy According to Wall Street Analysts. On May 23, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)’s CEO Jensen Huang stated that his forecast of a $200 billion market for CPUs includes China. This means that the AI giant still expects significant long-term demand in […]

Jensen Huang Just Called Humanoid Robots a $40 Trillion Market. Here’s Why Wall Street Is Loading Up on Physical AI Stocks
24/7 Wall St.87d agoneutral
Jensen Huang Just Called Humanoid Robots a $40 Trillion Market. Here’s Why Wall Street Is Loading Up on Physical AI Stocks

Jensen Huang has spent the past year repeating one number that keeps growing louder: humanoid robots represent a $40 trillion total addressable market for labor automation. That figure came up again on the Animal Spirits Talk Your Book episode on investing in the rise of the robots, where guest Derek Yan argued the opportunity is ... Jensen Huang Just Called Humanoid Robots a $40 Trillion Market. Here’s Why Wall Street Is Loading Up on Physical AI Stocks

After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research
24/7 Wall St.87d agoneutral
After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research

Tracking generative AI as a daily beat means watching dozens of funds slap the “AI” label on portfolios that look suspiciously like a Nasdaq-100 mirror. After cutting through that noise, three names keep surfacing as genuinely thoughtful ways to own the theme: the Roundhill Generative AI & Technology ETF (NYSEARCA:CHAT), the Invesco AI and Next ... After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research