Page 2 - Rob Arnott News Today

Nvidia has been a Wall Street favorite for its consistent earnings beat, but a prominent investor has raised concerns about the sustainability of its market share.

Wall Street is celebrating yet another estimate-beating report from Nvidia, but Rob Arnott doesn't expect the firm's market dominance to last forever.

Investors are growing nervous … be careful about selling today … why investors would likely fire “God” if He was their portfolio manager … the payoff for holding your conviction

A small but influential cadre says the multi-trillion-dollar factor investing industry is based on flawed science

A growing number of market bears are pointing out the second-mover is the ultimate winner from tech booms.

A growing number of market bears have been quick to point out that the second-mover is the ultimate winner from tech booms.

“A textbook story of a Big Market Delusion” is how the venerable founder of Research Affiliates called it, citing extreme valuations after the shares quadrupled in just a year.

"Never short-sell bubble stocks when they're on a roll," advises Arnott. "But you don't have to own them, either."

Nvidia shares are up 3.64% in the past 5 days alone, with a market cap now equal to $1.83 trillion, more than Alphabet's $1.82 trillion.

Nvidia shares are up 3.64% in the past 5 days alone, with a market cap now equal to $1.83 trillion, more than Alphabet's $1.82 trillion.