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معلومات مباشر
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معلومات مباشر

2026-11-06T13:13:54.524Z

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Nvidia and Disney touted

Nvidia and Disney touted

Analysts and hedge fund managers pitched shares of Nvidia and Disney, along with other companies, at the inaugural Sohn Conference in Queenstown, New Zealand, amid market turmoil and concerns about regulation of the AI sector. Despite Nvidia shares falling 9.3% on Wall Street, participants pointed to growth in data-center revenue. The case for Disney was based on expectations of higher profits from streaming and cash flows from sports programming and an expanding cruise business. Other picks included ASML, whose shares have risen 36% this year, and Canadian company G Mining, whose production is expected to grow 300% over the next two years.

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