NVDA241220C1010000
- 300.42
- 0.000.00%
NVIDIA Newsroom
Morgan Stanley's in-depth analysis of the Industry Chain for ASICs: Who are the big winners?
Morgan Stanley believes that although NVIDIA's GPUs have a clear performance advantage, the initial cost of ASICs is lower, making them particularly suitable for budget-constrained Cloud Computing Service providers. Broadcom, Semiconductor Manufacturing International Corporation, and Socionext are viewed as Bullish. Cadence Design Systems, Taiwan Semiconductor, and their supply chain partners will benefit from the rapid growth in ASIC design and manufacturing.
Four Hidden Gems in the Stock Market From a Five-star Fund Manager
Four Hidden Gems in the Stock Market From a -2-
Truist Financial Maintains NVIDIA(NVDA.US) With Buy Rating, Raises Target Price to $204
From NVIDIA to Broadcom, a "paradigm shift" in the AI Industry.
As AI large models transition from the pre-training phase to the logical reasoning phase, dedicated chips represented by ASICs may gradually replace general-purpose chips represented by GPUs, becoming the "new favorite" of major AI companies. Analysis suggests that if Broadcom's CEO's predictions about the ASIC market are accurate, the AI Business related to Broadcom's ASICs is expected to achieve annual growth of doubling over the next three years.
Broadcom Jumps 9%, Extending Record Run as Goldman Expresses 'Higher Conviction'
Stocks Making the Biggest Moves Midday: Nvidia, Broadcom, MicroStrategy, Super Micro Computer and More
Market Chatter: Biden Preparing Trade Probe Into Legacy Chips Made in China
Alpha and Omega Semiconductor Slips as Analyst Points to Nvidia-related Issues
10 Information Technology Stocks Whale Activity In Today's Session
Nvidia and 2 Other Chip Stocks to Buy for 2025, Analyst Says -- Barrons.com
Express News | NVIDIA's stock price has fallen into a correction Range, down more than 10% from the historical closing high.
Nasdaq, S&P 500 Rise; Bitcoin Rallies -- WSJ
Elon Musk's Tesla Nearly 5 Times More Expensive Than Industry Average: Stock Surges Over 60% Since Election
Starlink, Coreweave, Fanatics, Shein and Panera Headline the 2025 IPO Candidate List
Nvidia Falls Into Correction Territory, Down More Than 10% From Its Record Close
"Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
The Trillion-dollar-market-cap Broadcom Is Having Its Nvidia Moment
SoundHound Seen Carrying 'Solid' AI-Driven Momentum Into 2025, Wedbush Says
Apple Stock Has Gained Nearly 30% This Year. What J.P. Morgan Says Happens in 2025. -- Barrons.com