Tag: NVIDIA Corp
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Another Micron triple? Where we agree with this wildly bullish call and where we don’t
Micron shares are too cheap. But the debate around the sustainability of the cycle isn’t ending anytime soon.
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Apollo, banks in talks to finance SpaceX’s $40 billion Nvidia GPU purchase
Since SpaceX’s record-breaking IPO in June, rates have sold off, and yields on its bonds have risen, along with other AI-related bonds.
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Dan Ives says AI buildout only in 3rd inning. Here are his top 5 plays from here
AI is coming for cybersecurity, but that’s actually a good thing for the sector, analyst says.
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CNBC Daily Open: AI rally defies bond market rout
AI stocks propel the S&P 500 to a fresh record high, but the bond market blues keep investors on edge.
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Trillions are being ‘wasted’ on the AI boom, Arthur Hayes says. He’s betting on what comes next
Former BitMEX CEO Arthur Hayes says the AI infrastructure boom is being overbuilt and is betting an eventual crash and bailout will send crypto higher.
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‘Magnificent Seven’ profit lag: How the rest of the stock market may outpace tech giants this earnings season
The upcoming earnings season could mean the rally broadens out again after the recent weakness in breadth.
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Mistral unveils new AI model it says rivals best open systems from China
Western developers are racing to compete with Chinese companies in open weight and open source AI.
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SpaceX stock is taking off again, but with one key difference this time
Traders are assigning less than a 50% chance SpaceX touches $225 at any point between now and July, according to options pricing.
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Unsure how long this AI bull has? Bonds now offer a cushion at the best values in years
See an AI-generated hypothetical portfolio derived from my TV talk and this column’s archives.
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Meta Muse gives AMD a boost as AI momentum shifts to personal agents
The personal agent boom is lifting the fortunes of AMD and Intel, which have outperformed their megacap tech peers over the past month.
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