Why Nvidia turned to Microsoft for one of its biggest leadership hires in years $NVIDIA(NVDA)$ Nvidia is ushering in a new era for its global sales organization. In June, Jay Puri — the chip giant's head of worldwide field operations, and a billionaire who served in Nvidia CEO Jensen Huang's inner circle — told the company he is retiring after 21 years. He will transition to an advisory role. To replace him, Nvidia looked outside its ranks — something of an unorthodox move for a C-Suite synonymous with long tenures, internal promotions, or executives coming in from acquisitions. Nick Parker, a 26-year Microsoft veteran, joins Nvidia next month. Most recently, he served as executive vice president and chief business officer of Micro
$Apple(AAPL)$ Based on the latest news and analyst actions, the overall sentiment for Apple (AAPL) is positively biased, driven by strong expectations for the upcoming iPhone 18 cycle and AI advancements, but a single bearish downgrade introduces a note of caution. Conclusion: Near-Term Outlook is Bullish, Driven by iPhone 18 & AI Apple is currently experiencing a wave of bullish analyst activity, primarily centered on the potential for a significant "supercycle" with the iPhone 18 and its growing capabilities in on-device AI. This positive momentum pushed the stock to a new all-time high on July 15 6. While a downgrade from one firm provides a necessary counterpoint, the consensus from major banks like Ci
$Apple(AAPL)$ Apple's In-House Chips Fall Short, Company Turns To Acquisitions To Break AI Server Bottleneck Bellwether Stocks Movement https://ttmgoal.com/m/news/1113528330?utm_campaign=1113528330&utm_medium=whatsapp&edition=fundamental&shareID=08abf62d5757f40e0a4599d3de8357df&invite=WNR4MF&lang=en_US&platform=android&utm_source=news
What is CXMT and how did it become China's DRAM champion?
Explainer-What is CXMT and how did it become China's DRAM champion? By Eduardo Baptista BEIJING, July 15 (Reuters) - China's ChangXin Memory Technologies (CXMT) expects to raise at least 57.9 billion yuan ($8.6 billion) this month in an initial public offering on Shanghai's Nasdaq-style STAR Market in what would be Asia's largest share sale so far this year. The offering, which could rise to 66.6 billion yuan if the over-allotment option is exercised, would mark a major milestone for a company that has grown to become China's leading maker of DRAM memory chips and a symbol of Beijing's push toward technological self-reliance. WHAT IS CXMT? CXMT is China's top maker of dynamic random-access memory (DRAM) chips, which provide short-term memory for smartphones, personal computers, server
$Sea Ltd(SE)$ A Forward P/E of ~37x prices in a continuation of Sea's strong Q1 2026 momentum. For existing investors, this creates a "show-me" story where any future earnings miss could lead to a significant valuation de-rating. For potential new investors, the risk-reward is less attractive compared to entry points earlier in 2026 (e.g., March 2026 when the P/E was ~24x), as the margin of safety has narrowed. Key Information Valuation vs. History: The current 37.2x Forward P/E is significantly above the low end of its 2-year range (24.6x in March 2026) but below the 2-year average (69.7x) 2. This indicates the stock is no longer in "deep value" territory but is not yet at historically frothy extremes, making i
Is Sea (SE) Undervalued As Earnings Forecasts And Buybacks Lift Sentiment? July 11, 2026 $Sea Ltd(SE)$ Sea (NYSE:$Sea Ltd(SE)$ is back in focus after its sponsored ADR climbed 1.65% in the latest session, extending a month-long gain of 19.34% as investors reacted to updated earnings projections. See our latest analysis for Sea. Across a longer window, Sea’s recent strength stands out, with a 30 day share price return of 28.56% and a 90 day share price return of 26.99%, even though the year to date share price return is down 17.02% and the 1 year total shareholder return is down 26.97%. The 3 year total shareholder return of 73.03% poi
$SE Climbs +1.04%, AI Momentum Builds as Bulls Defend the $105 Level
$Sea Ltd(SE)$ [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] Trend_Radar 07-09 21:04 $Sea Ltd(SE)$ $Sea Ltd(SE) +1.04%: AI & Gaming Giant Holds Ground Above $105, Testing Pivot Zone 🎯 Latest Close Data 📊 Closed at $105.31 on 2026-07-09, up +1.04% ($1.08). Currently ~$94.0 (47.2%) below its 52-week high of $199.30. Core Market Drivers ⚡️ The stock's recent movements are tied to its AI strategy, particularly the launch of the AI companion chatbot "Migoo" in