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Greg Newman's Top Picks for Dec. 5, 2025 [BNN Bloomberg (Canada)]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Top picks: iShares U.S. Aerospace & Defense ETF, iShares Russell 2000 ETF, NVIDIA Corporation MARKET OUTLOOK: With valuations at these levels markets are priced for good outcomes. Rate cuts, earnings growth and inflation must continue to cooperate. The US economy remains resilient. The ultimate impact on margins from tariffs is a concern. But the tailwinds from AI spending, the Big Beautiful Bill and National projects in countries like Canada and Germany combined with $21 trillion of investment in the USA are stimulative. Highs in the stock market are typically followed by new highs. There is a good chance we will see a performance chase to year end. Regardless, there are plenty of nice places to put capital to work. Sign up for the Market Call Top Picks newsletter at bnnbloomberg.ca/subscribe TOP PICKS: iShares U.S. Aerospace & Defense ETF (ITA NASD) iShares U.S. Aerospace & Defense offers investors attractive growth at a reasonable price. iShares Russell 2000 ET
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- Chinese chipmakers put pressure on Nvidia [CNBC][CNBC]
- Nvidia CEO Jensen Huang Discusses How To Stay Committed To An Unproven Startup Before It Takes Off: 'Manifest Your Belief As Deeply As You Can' [Yahoo! Finance][Yahoo! Finance]
- How Trump's policies have helped crater financial outlook for museums: L.A. arts and culture this weekend [Los Angeles Times (CA)][Los Angeles Times]
- The AI Boom: Hype, Hope Or The Next Industrial Revolution [Forbes][Forbes]
- Nvidia's chips face new competition from Google, but the company's not about to lose its edge [Yahoo! Finance Canada][Yahoo! Finance Canada]
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NVDA
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SEC Filings
- 12/4/25 - Form 4
- 12/2/25 - Form 144
- 11/26/25 - Form 4
- NVDA's page on the SEC website
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