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Nvidia, BofA
Nvidia stock has another 38% upside amid a 'generational opportunity' in AI, Bank of America says
Nvidia is well placed to provide the tech necessary to develop new AI models, and it's got an edge with big enterprise customers, BofA analysts note.
Nvidia’s stock can hit $190 as ‘generational opportunity’ unfolds, says BofA
A BofA analyst sees room for Nvidia Corp. shares to tack on another 40% or so to their explosive rally, as a “generational opportunity” further unfolds. BofA’s Vivek Arya upped his price objective on Nvidia shares to $190 from $165 in a Thursday report,
BofA's Vivek Arya makes the bullish case for Nvidia, says generative AI is a long-term play
Vivek Arya, BofA Securities senior semiconductor analyst, joins 'Power Lunch' to discuss the bull case for Nvidia.
Nvidia Stock Rises to End Wild Week. BofA Says Shares Could Rise Another 40%.
Nvidia stock was rising Friday after a volatile week for the leading chip maker. With Big Tech earnings kicking off next week, one analyst sees a big potential gain for the share price. Nvidia shares were up 0.
Nvidia's smothering market share leads BofA to raise EPS estimate
Nvidia's (NASDAQ:NVDA) market share of 80% to 85% in a $400B total addressable market has led BofA Securities to increase its earnings per share estimates for the years ahead. BofA increased Nvidia's full year 2025 EPS estimate to $2.
7h
Microsoft Chip And Rack Orders Are Through The Roof
People paying attention to this sector of the market are seeing that Microsoft’s demand for GB200 chips and a NVL72 system ...
1d
on MSN
Nvidia hits record high as chip stocks rally on TSMC's rosy AI-powered outlook
(Reuters) -Shares of Nvidia hit a record high amid a rally in U.S. chip stocks on Thursday after industry bellwether TSMC's ...
1d
on MSN
Nvidia fever is back as AI chip stocks fuel optimistic start to Big Tech’s Q3 2024 earnings season
After a rosy earnings report and outlook from semiconductor giant TSM, investors see early signs that the AI boom is alive ...
1d
on MSN
Nvidia Stock Hits Another Record High as AI Chip Excitement Returns
Nvidia shares hit another record high Thursday as concerns earlier this week about a softening in the semiconductor market ...
10h
on MSN
Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.
ReadWrite
8h
Nvidia’s shares surge to record high with TSMC acting as a catalyst
Nvidia witnessed its shares soar to a record high on Thursday as investors rallied around the resurgent AI trade, on the back ...
The Information
2d
Chip Boom Strains Nvidia’s Relationship with its Most Important Supplier
Nvidia and OpenAI may get the headlines, but their microprocessors and artificial intelligence wouldn’t be possible without ...
3d
on MSN
White House considers expanding Nvidia’s and AMD’s AI chip export limits to additional countries
The Biden administration has privately discussed capping sales of advanced AI chips from Nvidia and AMD to certain Persian ...
14h
Nvidia GeForce RTX 5000 guide: What we know about the new gaming GPU range
All the latest rumors about the Nvidia GeForce RTX 5000 graphics card series, including speculation on the specs, price, and ...
1d
Stock market today: Dow hits fresh record, Nvidia and chip stocks jump
A monthly report on retail sales could provide clues to whether the Fed will go for "no cut" at its next meeting.
4d
Nvidia and other chip stocks surge with no sign of AI spending slowdown — for now
The stocks of AI chipmakers such as Nvidia and TSMC and other AI hardware suppliers have been on a tear as Wall Street stays ...
Opinion
11h
on MSN
Opinion
How the CEO of this upstart Nvidia rival hopes to seize on the lucrative market for AI chips
Cerebras Systems’ eventual IPO could pave the way for more AI chip companies to go public. It will also test investors’ ...
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