“Instead of giving investors a taxable dividend, Nvidia is spending on developing its hardware,securing its technology ecosystem and investing in partnerships for its chips. These deployments should have better long-term [internal rates of return] than a small token dividend”

by Marketing | May 20, 2026 | Market Notes, Media Notes

Nvidia is generating a lot of cash. How should it be spent?

“Nvidia CEO has followed the playbook of aggressive hyper-growth reinvestment rather than turning Nvidia into a traditional cash-cow income stock”

by Marketing | May 19, 2026 | Market Notes, Media Notes

Is Nvidia spending its cash on the right things? Investors will soon get an update.

“Excitement around the AI trade extends beyond big tech”

by Marketing | Jan 21, 2026 | Market Notes, Media Notes

Big Tech stocks are quickly falling out of favor. Here’s the market’s new momentum trade

“I characterize the negative sentiment as part of a pair trade where investors are rotating money out of software stocks to put into the more popular semiconductor space”

by Marketing | Jan 14, 2026 | Market Notes, Media Notes

Salesforce and Adobe see their stocks slide as AI fears intensify

“If the Fed ends its quantitative tightening program by year end, it could be the equivalent of a 25 bps interest rate cut”

by Marketing | Oct 24, 2025 | Market Notes, Media Notes

Why 10-year Treasury yield may hit 6% in next year or two on problematic inflation