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The Latest Breaking News from David Trainer

Nvidia stock forecast: BofA sets new price target of $150

Analysts write that write that while Nvidia stock's steep climb make it "vulnerable" to profit taking, any volatility is likely to be short-lived.

Fortune

Nvidia stock forecast: After rising more than 200% in a year the chipmaker could be fabulously profitable, an AI leader—and an extremely poor investment

As one skeptic notes, margins the size of Nvidia’s don’t last long: “That’s analyst training 101.”

Fortune

Nvidia's revenue just soared 206% year-over-year—but its stock is dropping. It could have to do with a valuation 'disconnected from reality,' says noted skeptic analyst

New Constructs’ David Trainer warns that Nvidia’s stock is “priced for perfection” in a world where the ideal is a rarity at best.

Fortune

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Nvidia CEO Jensen Huang says his AI powerhouse is ‘always in peril’ despite a $1.1 trillion market cap: ‘We feel it’

“We don’t have to pretend the company is always in peril," said Huang. "The company is always in peril, and we feel it.”

Fortune

Why you should pause before investing in Instacart amid 'IPO hype'

Instacart is set to debut at a $10 billion valuation.

The Street

Is Nvidia The 'New Tesla?' How High The Stock Can Go: Analysts

Tesla used to be the S&P 500 stock you just had to own. But Nvidia is quickly pushing Tesla aside.

Investors Business Daily

Stock Market Today: Stocks Erase Nvidia Gains Ahead of Powell Speech

All three main benchmarks opened solidly higher Thursday, but ended the session with notable losses.

Kiplinger

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Nvidia’s A.I.-fueled profit beat has investors cheering—but a deeper analysis shows serious valuation problems

"Nvidia's valuation is ridiculous," says analyst David Trainer. "People should not be chasing this stock before it drops by around 80% to below $100."

Fortune

Nvidia earnings hailed as historic moment for tech, but some warn A.I. is reaching fever pitch—‘this level of hype is dangerous’

At the chipmaker's current stock price, revenue may need to jump 20% a year for the next two decades just to reward investors.

Fortune

A.I. could boost earnings nearly 20% by replacing human jobs, Goldman says. These are the short- and long-term winners of the boom

Goldman’s vice president of U.S. equity strategy, Ryan Hammond, believes an A.I.-enabled productivity and cost-cutting boom will boost corporate earnings for years to come.

Fortune

5 reasons why Tesla stock is worth just $26 per share, according to New Constructs' David Trainer

Trainer warned that Tesla would have to earn twice the annual profit of Apple by 2032 to justify its current valuation.

Fortune

A.I. hype could signal the start of the ‘fourth industrial revolution’—or it could be investor ‘FOMO’ warping the market with trillions at stake

The A.I. 'hype curve' could be nearing its peak and investors expecting the 'greatest thing since sliced bread' may end up disappointed.

Fortune

Boy Meets World’s Original Topanga Actress Opens Up About Why She Was Fired, And Danielle Fishel Had Thoughts

Boy Meets World's original Topanga Lawrence actress opened up about why she was fired, leading to some thoughts from Boy Meets World alum Danielle Fishel.

Cinemablend

Stock Market Today: Stocks Climb After Solid Retail Sales, Cava IPO

It was a busy day of economic data, with most of Wall Street focused on May's stronger-than-expected retail sales report.

Kiplinger

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Fortune

A.I. boom in tech is 'not a bubble yet,' says Jeremy Siegel

Rosy guidance from chipmaker Nvidia last week helped spark the third-largest single-day jump in market value in U.S. history.

Fortune

Nvidia stock gained $184 billion in a day, vaulting it past Tesla. But a top analyst now calls it ‘priced for fantasy.’

David Trainer, founder of investment research firm New Constructs, ran a model showing Nvidia stock is unlikely to reward future investors at this level.

Kiplinger

Disney Stock Tumbles: Time to Buy?

Analysts say Disney stock is a buy on weakness after shares sell off on a subscriber miss.

Kiplinger

Stock Market Today: Stocks Struggle After Tesla Earnings, Economic Data

Signs that consumer demand is weakening and the economy is slowing weighed on the major indexes Thursday.

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Fortune

Tesla’s stock is plummeting. Here’s why one analyst thinks it’s ‘one of the most overvalued’ on the market and could drop another 80%

David Trainer, CEO of investment research firm New Constructs, warns that Tesla stock is “highly overvalued” and could sink to $28 per share.

Fortune

Tesla’s coming crash: As 7 analysts lower their price targets, one predicts the stock is heading to $28

David Trainer of New Constructs believes the selloff in Tesla shares isn’t remotely big enough to bring the EV king’s stock in line with its fundamentals.

Fortune

After Disney flubbed the most basic equation in finance, Bob Iger has to dig out of deep hole to move the stock price

In its rush into streaming, Disney mishandled three big initiatives. Those unforced errors account for its shockingly poor financial performance over the past three years.

The Street

Tesla Earnings Preview: EV Price Cuts Have Wall Street Focused On This Key Number

Tesla cut its U.S. car prices for the sixth time this year late Tuesday, underscoring a key investor concern ahead of its first quarter earnings later today.

Investors Business Daily

What Crisis? 10 Banks Rake It In As Profits Soar, Analysts Say

What banking crisis? For some banks, profits are booming.

Kiplinger

Stock Market Today: Stocks Climb After Promising PPI, Jobless Claims

The major market indexes notched a win Thursday as wholesale prices unexpectedly fell and jobless claims hit their highest level in over a year.

Fortune

SVB's collapse could lead to 'contagion' among regional banks—but experts say it's not a systemic risk to the entire financial system

“We do not believe there is contagion risk for the rest of the banking sector on the heels of SVB's struggles,” David Trainer, CEO of the investment research firm New Constructs, told Fortune.

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