Tag: NVIDIA Corp
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The AI trade could shift back in Nvidia’s favor. Here’s why
Physical infrastructure is likely to take up a smaller share of capital expenditures in coming years relative to the core component of all that hardware – chips.
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There’s a little-known tech name on Josh Brown’s Best Stocks list that’s at the nexus of the data center buildout
This company’s three businesses are on fire, says Josh Brown.
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UBS traders say it’s time to ‘reduce risk meaningfully’ on tech
The dangers of being heavily exposed to tech are getting bigger, according to UBS traders.
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This AI infrastructure stock has soared nearly 500% in a year. Jefferies says it can go higher
The investment bank initiated the stock at buy.
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Here are the odds of SpaceX becoming the world’s most valuable company
SpaceX debuted as the fifth-biggest stock. The path to third place could take years, at least according to options prices.
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Amazon has lagged OpenAI and Anthropic, but AI chief sees path to catch up in ‘coming year’
Amazon’s Nova2 model is behind the latest releases from LLM leaders OpenAI and Anthropic.
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Amazon AI exec predicts first ‘commercially useful’ quantum computers in 5-7 years
Quantum computing is becoming an increasingly competitive field with tech giants like Microsoft, Google and IBM developing the technology.
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Allbirds continues AI pivot with name change and CEO hire, sending stock soaring
Allbirds became NewBird AI in April and said it would trade shoes for AI compute infrastructure.
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3 of our stocks striking gold and 3 others hitting the skids over the past 3 weeks
It was a volatile period for stocks. The S&P 500 saw its worst session in eight months, just days after the index reached record highs.
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Intel begins production of most-advanced chip, inching closer to possible Apple deal
Intel is entering production of 18A-P, its most-advanced chip node that could be the target of a coming deal with Apple
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