The recent Blackwell deployment by Microsoft and the integration with closed-loop liquid cooling suggest to me that Nvidia Corporation is poised for another ramp-up in its AI chip sales. The company could become a one-stop AI shop with Blackwell's superior performance (both in terms of computing throughput and energy efficiency) and its software ecosystem. The upside from this scenario is too large to ignore and outweighs all the negatives (such as high P/E, antitrust concerns, etc.).
Check out the data center prediction Jensen Huang made.
Nvidia is powering closer to a $3.5 trillion market cap, which only Apple has ever surpassed.
The semiconductor giant Nvidia (NVDA) has returned over 700% during this "Age of AI," soaring enough to turn every $1,000 invested into $80,000 and change.
Nvidia, Impinj, and Lumentum Holdings all get positives from Susquehanna. Here's why.
The overall market is likely to fall in this post-OPEX week. The average low in any year is October 27th, and that date is coming.
Quint Tatro credits the Mag 7 for propelling the markets forward but worries investors will see these stocks as overvalued. On top of that, Kevin Riley points to volatility in the presidential election, saying there's as a downside risk in a Trump win for all but one Mag 7 company.
Bank of America (BAC) analysts have raised their price target on Nvidia (NVDA), emphasizing continued confidence in the semiconductor giant's AI growth potential. The firm has increased its target from $165 to $190 per share, with analyst Vivek Arya citing Nvidia's position at the forefront of the "generational opportunity" that lies ahead.
AI stocks are taking off. These two companies are your best bets.
Lam Research's competitive edge, growth potential, and valuation make it a compelling investment.
Nvidia stock is once again experiencing a monster run and is up about 13% in October alone. The advance has taken the year-to-date appreciation for the market darling to an astounding 180%.
Shortly before 10 a.m. ET markets are little changed today.