Business & Industry

Business and Industry covers the commercial adoption of artificial intelligence across corporate sectors and economic markets. Truncated covers enterprise deployments, industry investments, market trends, workforce impacts and regulatory compliance.

Today · Wed 11 Nov

Yesterday · Tue 10 Nov

Michael Burry Sees Nvidia Becoming ‘A Heck Of A Trade’ — Reveals His 2 Biggest Bets And Where He’s Buying More

AI-generated summary Michael Burry stated that Nvidia could soon become a noteworthy trade while anticipating that its competitive advantage will shrink over the next five years. Burry also revealed his latest portfolio commentary, highlighting his largest positions and recent additions involving companies such as MercadoLibre, Adobe, and JD.com.

Morgans’ Stickley: S&P 500 up after every midterm since 1950 as Nvidia looks cheap

AI-generated summary Jack Stickley of Morgans notes that the S&P 500 has risen after every US midterm election since 1950, while the recent technology sell-off highlights policy risks to the data centre build-out. Stickley says Nvidia looks inexpensive based on its forward price-to-earnings ratio and revenue guidance, with upcoming financial results serving as a key test for the artificial intelligence sector.