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Investing Insights

Timing the Market Doesn’t Work — We Did the Math

Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

Bonds, Stocks, Analysis, Advice, Trading, Funds, News, Investment, Morningstar, Entrepreneurship, Mutual, Ideas, Etfs, Finance, Investing, Business, Economic, Independent, Christine Benz

4.2539 Ratings

🗓️ 1 December 2023

⏱️ 22 minutes

🧾️ Download transcript

Summary

Plus, what investors should watch for at COP28 and the outlook for Nvidia stock.

Transcript

Click on a timestamp to play from that location

0:00.0

Please stay tuned for important disclosure information at the conclusion of this episode.

0:06.3

Here's what's ahead on this week's Investing Insights. A head-to-head matchup tests whether market

0:12.6

timing works, what Morning Star research shows, and the takeaway for investors. Plus, the King of AI

0:19.0

chips crushes earnings expectations. Coming up, the outlook for

0:23.4

NVIDIA as it continues to dominate. And what investors should watch for. As world leaders gather

0:30.9

for climate change negotiations in Dubai, this is Investing Insights.

0:40.0

Welcome to Investing Insights. Welcome to Investing Insights. I'm your host, Ivana Hampton. Let's get started with a look

0:45.2

at the Morning Star headlines. Invidia's outstanding fiscal third quarter results

0:50.8

included a more than 200% increase in year-over-year revenue.

0:56.8

The King of Artificial Intelligence Chips brought in more than $18 billion in revenue

1:02.7

that blew past Morning Stars forecast.

1:05.9

The chip maker will likely not give up its dominance in selling chips used in data centers. However,

1:12.3

the timing and magnitude of future AI chip growth remains unclear. The U.S. recently restricted

1:19.8

chip sales to China, but a significant decline in revenue from China should be offset by robust

1:27.1

growth elsewhere in the world.

1:29.7

NVIDIA's earnings report suggests it could reach Morning Stars projection of $100 billion

1:35.5

of data center revenue in fiscal 2028. The data center division is estimated to bring in almost

1:42.9

half of that this year.

1:45.0

Nvidia is predicting $20 billion in revenue in the January quarter.

1:50.7

Morningstar maintains Nvidia's value sits at $480.

1:55.1

The stock looks fairly valued.

1:58.6

Cisco Systems reported impressive fiscal first quarter results, but provided a gloomy full-year outlook.

...

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