devhealthylife1@gmail.com

Barclays’ model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap

Barclays’ model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap

Investors appear to be underestimating hyperscalers’ artificial intelligence spending plans, and therefore missing out on the true value of Nvidia , according to Barclays. Nvidia has been trading sideways since December after the stock’s blockbuster performance in recent years, with the chipmaker’s shares down less than 1% year to date. A big reason behind Nvidia’s…

Read More
Blackstone BREIT is a major seller in January commercial real estate

Blackstone BREIT is a major seller in January commercial real estate

A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. After…

Read More