Hatem Dhiab says Nvidia (NVDA) is taking the steps needed to lead A.I. innovation for years to come.
If NVIDIA continues its aggressive buybacks alongside its AI-driven revenue explosion, investors could see significant appreciation in the stock price.
Yahoo Finance Head of News Myles Udland and Freedom Capital Markets chief global strategist Jay Woods host Catalysts to discuss some of the top stories affecting investors and markets on March 21, 2025. First, they chat with with Yahoo Finance Markets and Data Editor Jared Blikre about President Trump's tariff policies and their impact on the US dollar (DX=F, DX-Y.NYB) and equity markets (^GSPC, ^IXIC, ^DJI).
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) has earned a repeat ‘Buy' rating from analysts at Bank of America following its GTC Conference earlier this week. Analysts continue to view Nvidia as a top compute pick following the GTC 2025 financial analyst Q&A session, which focused on Nvidia's growing total addressable market (TAM) beyond cloud service providers (CSPs) to enterprises and physical AI applications.
On Thursday, Nvidia CEO Jensen Huang clarified comments from earlier this year that rattled investors in quantum computing stocks during the company's first-ever "Quantum Day." While Huang was aiming to soothe investors rattled by his prior statement, Thursday's event didn't appear to help the case for quantum stocks.
Tons of interesting developments have been unveiled by NVIDIA this week, with partnerships/collaborations with General Motors, Disney, and Oracle all exciting investors.
NVIDIA (NVDA) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.
Micron's NASDAQ: MU stock price will retest its all-time highs this year because the Q2 results and guidance reveal an NVIDIA-like NASDAQ: NVDA moment. A long time in the making, Micron's results show the boom in demand for NVIDIA AI-focused GPUs.
Nvidia Corporation has recently led the market lower due to concerns over tariffs and geopolitical uncertainty impacting US markets. The company's earnings report coincided with a significant market selloff, resulting in a lackluster response from investors. A broader debate about the role of ASICs and how the competition will affect Nvidia has heated up because of progress made by competitors like Broadcom.
SOT Huang says He Was Surprised That Public Quantum Firms Exist -------- Like this video? Subscribe to Bloomberg Technology on YouTube: Click Here Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: Click Here Get the latest in tech from Silicon Valley and around the world here: Click Here
In a surprising move, General Motors (GM -0.70%) chose Nvidia (NVDA 0.76%) as its chip and software partner for autonomous driving. Does this put GM ahead of the game, or is this another sign autonomy is commoditizing?
Nvidia maintains dominance in the AI server market due to advanced hardware and CUDA ecosystem, despite emerging competitors like Cerebras and SambaNova. Chinese AI chip innovation, hindered by export restrictions, is progressing with technologies like Huawei's Ascend 910C, potentially challenging Nvidia's market share. China prioritizes AI and chip production, with significant resources and promising developments like Laser-Induced Discharge Plasma Technology and Nanoimprint Lithography.