Did you know that Meta (formerly Facebook) has been investing heavily in AI to enhance its advertising algorithms and virtual reality experiences, impacting its stock performance positively?

With major companies like these looking to AI to improve their products and services, it’d be a shame to let this investment opportunity pass by.

In this issue, we have three articles that talk about the following:

• Nvidia Powers To New Highs, And There Is Still More Gas In The Tank: First, we’ll look at how Nvidia's stellar performance continues to fuel the AI boom 🚀

• We Know Who Won The First Round, Who Else Looks Interesting? Next, while Nvidia dominates the AI chip market, competitors like AMD and Intel are stepping up 🤔

• Dividends Hit A Record, Thank Disney And Meta: Finally, blue-chip companies are rewarding investors with record-high dividends, driven by rising corporate profits 🤝

Dive into these articles to stay ahead of the curve and make informed decisions in your trading and investment strategies. Happy reading!

Nvidia Powers To New Highs, And There Is Still More Gas In The Tank 🚀

Nvidia’s earnings report sent one clear message: The artificial intelligence boom isn’t anywhere close to being finished.

The chipmaker remains at the heart of a wave of massive spending on AI infrastructure and is in no mood to be displaced.

Nvidia’s first-quarter revenue of $26.0 billion and earnings of $6.12 a share easily beat the consensus forecasts from analysts, but they also beat the “whisper numbers”—unofficial estimates by analysts that are communicated to some clients—which had set an even higher bar 📈

The main concern heading into the earnings report was that customers might slow their orders for Nvidia’s current chips while waiting for shipments of its new Blackwell range to start later this year.

CEO Jensen Huang dismissed the worry, saying there was increasing demand for the current generation of Hopper chips.

The optimism around Nvidia continues to spread across a variety of stocks involved in providing AI infrastructure, such as Dell Technologies, Super Micro Computer, and Micron Technology 💻

We Know Who Won The First Round, Who Else Looks Interesting? 🤔

AI has delivered wonders over the past year-and-a-half.

Nvidia has been the leader, thoroughly dominating the market for AI-related chips.

Once focused on building PC add-on graphics cards for gamers, Nvidia has transformed its graphics processing units (GPUs) into the essential ingredient of the AI revolution 🤖

GPUs power large language models as well as help run the inference software that leverages them in data centers around the world.

Nvidia has been nearly alone on the field, capturing more than 90% of the market share.

Nvidia is a rock star, but chip buyers aren’t keen on relying on a single source 👀

Hardware companies such as Dell, HP, Lenovo, and Super Micro Computer can’t get enough Nvidia chips to meet customer demand, and they’d like alternatives.

Cloud providers like Amazon and Google want more options so badly that they are designing their own chips.

And companies that rely on AI-based systems want more computing resources at more manageable costs than they can get now.

Nvidia’s success is now an opportunity for everyone else 🤑

Nvidia’s most obvious challengers are Advanced Micro Devices and Intel.

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Dividends Hit A Record, Thank Disney And Meta 🤝

Blue-chip American companies are flush with cash and more than willing to dole out some of it to investors.

Dividend payments hit a new record of $164.3 billion in the first quarter, up 7% from a year ago, according to the latest Janus Henderson Global Dividend Index.

Dividend growth in the U.S. remains remarkably resilient as companies seek to find a balance between capital spending, financing needs, and shareholder returns via dividends and buybacks in this higher interest rate environment ⚖️

Investors should get used to higher dividend payments going forward.

Thanks to rising corporate profits, nearly all dividend-paying U.S. companies either raised or maintained their shareholder payouts over the past year.

Global dividend payments are expected to rise 5% this year, to a record of $1.72 trillion 💰

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