Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
Express News | NVIDIA's vice president criticized the chip export restrictions measures expected to be announced soon by the Biden administration in the USA.
Super Micro Stock Rising to End a Good Week for SMCI. What Can Drive It Higher.
Here's How Much Money You'd Have If You Invested $10,000 in Nvidia a Decade Ago
NVIDIA's ultimate AI vision targets humanoid robots! The "intelligent machinery wave" is getting closer to human society.
NVIDIA, a technology giant known as the "shovel seller" of the AI era, vows to become the strongest technological foundation in the field of humanoid robots.
Nvidia's TAM Rising to Nearly ~$2 Trillion: Analyst
Social Buzz: Wallstreetbets Stocks Mostly Higher Pre-Bell Friday; Microvast Holdings, Rigetti Computing to Advance
Nvidia Criticizes Biden Administration's Plan for AI Chip Export Curbs - Report
Intel Stock Has Fallen Over 58% In 1 Year, But Citi Maintains 'Neutral' Rating On Expected Replacement Of Pat Gelsinger In A 'Couple Of Months'
Is NVIDIA Corporation (NVDA) the Best Blue Chip Stock to Buy for 2025?
The Global Technology feast CES "money-making gift package" is coming! A summary of five major investment opportunities.
This year's largest Technology event has brought us many interesting new products. This article mainly reviews for mooers the major trends in consumer electronics investment focused on at the CES 2025.
The "refinery" of the AI era? Technology giants are rushing to build Datacenters, and these investment opportunities are worth paying attention to in 2025!
The Datacenter is becoming the "refinery" of the AI era!
Express News | Suzhou Jinfu Technology: The subsidiary exclusively supplies NVIDIA AI detection equipment with more Orders being released.
Hyundai Steps up AI Development With Nvidia
What are Wall Street investment banks' views on tonight's non-farm payroll report?
A graphic to understand Wall Street investment banks' predictions for tonight's non-farm payroll additions, unemployment rate, and wage data.
Stocks to Watch Friday: AMD, Allstate, Travelers, Nvidia -- WSJ
Better AI Growth Buy for 2025: Nvidia Vs Broadcom
Express News | Nvidia Shares Down 1.1% Premarket After Report U.S. Regulation on AI Chip Exports Could Be Issued as Soon as Friday
Prediction: 1 Unstoppable Artificial Intelligence (AI) Stock Will Lead the "Third Wave" of AI Development and Be Worth More Than Nvidia by 2030
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
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