Nvidia Stock And 2 US Growth Stocks Facing A Treasury Yield Reset

What happened: Shifts in Treasury issuance are affecting how growth stocks are valued, and the article profiles three large-cap growth names most exposed to this bond market story: Monolithic Power Systems, NVIDIA and Snowflake. Key numbers: Monolithic Power Systems revenue about US$3.7b, market cap US$59.1b, Enterprise Data Why it matters: The article says changes in Treasury issuance that affect discount rates can have an outsized impact on how the market prices future cash flows, and it flags risks such as a rival to NVIDIA's CUDA moat and shifts in Snowflake's customer usage patterns. Market: +2.7% today ($1,243.95), +33.1% YTD, 1.7x vol — as of 00:45 UTC

Shifts in Treasury issuance are affecting how growth stocks are valued, and the article profiles three large-cap growth names most exposed to this bond market story: Monolithic Power Systems, NVIDIA and Snowflake.

The article says changes in Treasury issuance that affect discount rates can have an outsized impact on how the market prices future cash flows, and it flags risks such as a rival to NVIDIA's CUDA moat and shifts in Snowflake's customer usage patterns. Market: +2.7% today ($1,243.95), +33.1% YTD, 1.7x vol — as of 00:45 UTC