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- đ In the last 30 days, there were 3 posts about this feed. These posts got a total of 396 likes and had 63 reposts.
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For the fourth quarter Nvidia projects revenue of $65 billion plus or minus 2%. Wall Street was expecting revenue of $62 billion.
finance.yahoo.com/news/nvâŚ.
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Even if Michael Burry is right that thereâs an AI bubble, it feels like the wrong near term bet to short Nvidia.
During a gold rush, itâs obvious that not every prospector will get rich but it would also be unwise to bet the company selling picks & shovels would fail first.
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At the end of October, Nvidia had $60.6 billion in cash and short-term investments. Thatâs up from $13.3 billion in January 2023. - CNBC
#businessgrowth #investmentstrategies #cryptotrends #realestateinvesting #fintechrevolution #stocks101 #financialfreedom
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Which scenario will it be?
I think it most likely will be a series of fails from the Neoclouds, whose panic and desperation will set off a pain chain of further panic and desperation.
They can vibe shift their way to a pop in 26 if recession headwinds don't blow them there first.
Ed Zitron@edzitron.com
Premium newsletter: The much-demanded 16k word guide to how the AI bubble might actually burst, starting with the collapse of data center debt financing, the end of venture capital funding for AI, OpenAI's death, and how NVIDIA's AI GPU era might come to an end. www.wheresyoured.at/premium-the-...
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Goldman Sachs says these five stocks, including Nvidia and Wynn Resorts, have room to run
cnb.cx
Goldman Sachs says these five stocks, including Nvidia and Wynn Resorts, have room to run
Goldman Sachs says stocks like Nvidia have plenty of upside.
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Rival chinesa da Nvidia dispara 425% em estreia no mercado
www1.folha.uol.com.br
Concorrente chinesa da Nvidia dispara 425% em estreia no mercado
Moore Threads foi fundada por um ex-executivo da fabricante americana
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A Chinese company is out to challenge Nvidia--and its stock just jumped enough to make its founder a #billionaire per @forbes.com
www.forbes.com/sites/ywang/...
www.forbes.com
Former Head Of Nvidia In China Is A Billionaire Thanks To Blockbuster IPO
Zhang Jianzhong left Nvidia to found Moore Threads, in 2020. The firm's IPO skyrocketed in part due to China's push for tech self-reliance amid US restrictions.
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$SMH and software both strong this week
$NVDA +3%
$ORCL +8%
$CRM +13%
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Our Questions About the Netflix-Warner Bros Discovery Deal
In addition to Friday's big acquisition news, we weigh in on the September PCE Index, Foxconnâs November revenues, and the AI trade.
$NFLX $WBD $AMZN $PARA $NVDA $MRVL $C $AAPL $DELL $MS $BAC
pro.thestreet.com/portfolâŚ.
pro.thestreet.com
VIDEO: Our Questions About the Netflix-Warner Bros Discovery Deal
In addition to Friday's big acquisition news, Chris weighs in on the September PCE Index, Foxconnâs November revenues, and the AI trade.
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Buy the dip in this AI 'neocloud' and don't believe the bubble 'conspiracy theories,' says Freedom Capital's Meeks
cnb.cx
Buy the dip in this AI 'neocloud' and don't believe the bubble 'conspiracy theories,' says Freedom Capital's Meeks
Top investor Paul Meeks said that CoreWeave's backstop from Nvidia could absorb "any extra capacity for seven years" given their GPU partnership.
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Premium newsletter: The much-demanded 16k word guide to how the AI bubble might actually burst, starting with the collapse of data center debt financing, the end of venture capital funding for AI, OpenAI's death, and how NVIDIA's AI GPU era might come to an end.
www.wheresyoured.at/premiâŚ.
www.wheresyoured.at
Premium: The Ways The AI Bubble Might Burst
I've been struggling to think about what to write this week, if only because I've written so much recently and because, if I'm honest, things aren't really making a lot of sense. NVIDIA claims to hav...
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Chinese chip firm makes strong stockmarket debut
www.semafor.com/article/1âŚ.
www.semafor.com
Chinese chip firm makes strong stockmarket debut
Investors are hoping Moore Threads could turn out to be âChinaâs Nvidia.â
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Chinaâs latest tech IPO surge shows that US attempts to slow Beijingâs tech ambitions are fuelling an AI race at home.
l.euronews.com
Moore Threads, named 'China's Nvidia', soars 425% in blockbuster debut
Chinaâs latest tech IPO surge shows that US attempts to slow Beijingâs tech ambitions are fuelling an AI race at home.
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What if âthe book could respond to the reader, and, using AI, generate a unique bespoke text that speaks directly to their concernsâ? - my interview with FT/Schroders award-winner Stephen Witt on Jensen Huang, Nvidia and the future of books as.ft.com/r/7aa36214-e...
#BBYA25
as.ft.com
FT award-winning author Stephen Witt on the future of reading: âBooks could respondâ
[FREE TO READ] Writer of âThe Thinking Machineâ about Nvidiaâs rise believes in vast potential of AI
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SORKIN: The Trump administration has talked about taking a piece of Nvidia chip sales. What do you make of that prospect?
SEN. PETE RICKETTS: That sounds like something Nvidia can work out with the govt. I don't want to get in the middle of that.
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Update Now â Nvidia Confirms New Security Vulnerabilities
www.forbes.com
Update Now â Nvidia Confirms New Security Vulnerabilities
Nvidia has confirmed two new security vulnerabilities impacting the Triton Inference Server that could disrupt AI workloads. Update now.
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Investors rushed to snap up shares of artificial-intelligence chip maker Moore Threads, betting that Beijingâs push to end reliance on foreign technology could help create a homegrown Nvidia.
on.wsj.com
Chinaâs Answer to Nvidia Soars 425% in Market Debut
The AI chip makerâfounded by a former Nvidia executiveâsurged in its first day of trading after a $1 billion-plus IPO.
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Here are Friday's biggest analyst calls: Nvidia, Apple, CoreWeave, Broadcom, Alphabet, Netflix, & more
cnb.cx
Here are Friday's biggest analyst calls: Nvidia, Apple, CoreWeave, Broadcom, Alphabet, Netflix, & more
Here are the biggest calls on Wall Street on Friday.
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Nvidiaâs chips face new competition from Google, but the company's not about to lose its edge
yhoo.it
Nvidiaâs chips face new competition from Google, but the company's not about to lose its edge
Nvidia is reportedly staring down new competition from one of its own customers, but it's not the end of the road for the AI chip leader.
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Nvidia CEO Jensen Huang has long disputed predictions that AI will destroy jobs.
cnb.cx
Jensen Huang says an incorrect nine-year-old prediction about AI shows why it won't destroy jobs
Nvidia CEO Jensen Huang has long disputed predictions that AI will destroy jobs.
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Nvidia isnât just contributing chips to the effort to transform healthcare, says VP of healthcare Kimberly Powell. Itâs building an entire infrastructure system. f-st.co/OaDvpju
f-st.co
Nvidiaâs AI healthcare vision spans new drugs, robots, and beyond
Nvidia isnât just contributing chips to the effort to transform healthcare, says VP of healthcare Kimberly Powell. Itâs building an entire infrastructure system.
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Nvidia partner Foxconn reports 26% revenue spike as AI boom continues
cnb.cx
Nvidia partner Foxconn reports 26% revenue spike as AI boom continues
The Taiwanese company has increasingly moved into the AI infrastructure space in recent times
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Nvidia's VP of healthcare, Kimberly Powell, is leading efforts to apply AI to expedite the drug discovery process, where the sheer number of molecule combinations strains the capacity of existing large language models. f-st.co/w6ZXMEd
f-st.co
Nvidia's Kimberly Powell is applying AI to expedite drug discovery
The molecular combinations involved in creating new treatments are vast, so Nvidia is customizing its technology to address the challenge.
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Ăs aquell moment dels calendaris dels directors generals en què comencen a demanar a ChatGPT que redacti els seus memorĂ ndums de final d'any. Si dirigeixen una empre...
empreses.ara.cat
Des de Nvidia fins a Nike, les empreses s'enfronten a una compressiĂł dels marges
Perquè els beneficis continuĂŻn creixent, han dâobrir-se pas a cops de colze
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