Nvidia's AI-focused GPUs outperform Cisco's hardware sales, while gold prices hit all-time high
From Investing.com: 2025-04-22 09:05:00
In a comparison of business models, Cisco’s static hardware infrastructure sales faced demand collapse, while Nvidia’s AI-focused GPUs led to consistent growth and innovation.
Cisco’s volatile customer base included startups and telecom, while Nvidia’s stable demand came from financially strong tech companies invested in AI.
Cisco struggled with competition and market challenges, while Nvidia’s CUDA platform created a strong competitive moat in AI hardware.
Nvidia’s higher profitability and margins outperformed Cisco, reflecting a more robust business model.
Gold prices hit an all-time high, with a 26% year-to-date increase and 58% surge since 2024, outperforming the S&P 500 over 20 years.
US equities sentiment is shifting, with a record number of fund managers planning to underweight exposure, according to the latest BofA survey.
China’s massive goods surplus, reaching $100 billion in March and $275 billion in Q1, raises questions beyond tariff front-running.
European travel to the US has plummeted under the Trump administration, according to Statista data.
Read more at Investing.com: Nvidia Isn’t Cisco, and Gold Beats S&P 500: 7 Charts That Say Everything