Vijay talks to Barrons: How Nvidia, Microsoft, and Other Tech Stocks Are Withstanding Higher Rates
How Nvidia, Microsoft, and Other Tech Stocks Are Withstanding Higher Rates
Normally, tech companies’ valuations come under pressure when rates remain high.
Nvidia has “potential for continued growth,” writes Regal Point Capital Chief Investment Officer Vijay Marolia, citing “the combination of strong financials, data center dominance.”
The key is that investors like Marolia have grown increasingly confident that tech giants can sustain their profit growth for many years to come—not just the next few years. According to Barron’s calculations of FactSet data, many of these large tech companies are expected to sustain double-digit earnings growth annually over the next several years.
