NVIDIA Corp

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Yesterday

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• DJ Tech Trader: Trump's Win Brings Relief, and a Warning, For Big Tech Stocks -- Barron's, from 12 hours ago by Dow Jones

  12 hours ago by Dow Jones
  Companies Mentioned: GOOGL, INTC, NVDA, TSM, AMZN, GOOG
  
  By Tae Kim
  
  A version of this article first ran in the weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.
  
  Red Tsunami. Donald Trump's victory will have significant policy and geopolitical implications for every sector of the economy. The tech investing world generally celebrated his win, but it brings a complicated future for much of the sector.
  

• DJ Tesla Is in the Driver's Seat Now -- Barron's, from 12 hours ago by Dow Jones

  12 hours ago by Dow Jones
  Companies Mentioned: NVDA, TSLA, LCID, PSNY, RIVN
  
  CEO Elon Musk pulled off a windfall for the auto maker. Now its fundamentals need to catch up to its heady price. By Al Root
  
  Elon Musk created the perfect hedge for Tesla stock with his support of Donald Trump.
  

• DJ The AI Power Play May Not Be a Slam Dunk -- Barron's, from 12 hours ago by Dow Jones

  12 hours ago by Dow Jones
  Companies Mentioned: MSFT, NVDA, AMZN, CEG, TLN
  
  The bullish case for power stocks was based on tech companies signing lucrative agreements to plug their data centers directly into power plants. Regulators are biting back. By Avi Salzman
  

• DJ Market View -- Barron's, from 12 hours ago by Dow Jones

  12 hours ago by Dow Jones
  Companies Mentioned: NVDA
  
  This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron's.
  
  The Fed's Mr. "No"
  
  US Watch - Quick Insights TS Lombard Nov. 7: [Federal Reserve Chair Jerome Powell] isn't resigning and will go to court, if necessary, to preserve the legal integrity of his position. He also said "no" (in Fedspeak) to the idea of many more cuts, fair enough given the policy uncertainties that lie ahead. The FOMC believes that the labor market has cooled enough for inflation to work its way back to 2% and the labor market is why the Fed cuts again -- inflation's progress will determine the pace. Given this perspective and that the Fed sees the current funds rate as restrictive with neutral still a ways off, they cut in December. The September consumer credit numbers underscore the notion that there is no reason to weaken labor any further. Recession is still not an option.
  

• DJ New York Pension Sells Palantir, Apple, and Nvidia -- and Buys AMD -- Barron's, from 12 hours ago by Dow Jones

  12 hours ago by Dow Jones
  Companies Mentioned: NVDA, AAPL, AMD, PLTR
  
  Ed Lin
  
  The third-largest public pension in the U.S. made major changes in some of its largest tech investments.
  
  The New York State Common Retirement Fund, which covers New York State and Local Retirement System members, retirees, and beneficiaries, cut positions in Palantir Technologies, Apple, and Nvidia stock, and bought more Advanced Micro Devices shares in the third quarter. The pension disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.