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.

wallstreetcnJan 9 20:06

Technology giants like NVIDIA and AMD gathered at CES, with AI taking center stage, and chips and Siasun Robot&Automation becoming the focus.

Chips, Siasun Robot&Automation, Smart Hardware, and other themes have become focal points of attention at the exhibition, while AI has taken the "center stage", becoming the selling point emphasized by major Technology companies.

Securities TimesJan 9 07:39

The Stock Market Is Looking for Its Next Boost. Earnings Won't Provide. -- Barrons.com

Barron's54minutes ago

UBS Group survey: AI applications continue to expand, and NVIDIA and Microsoft maintain their leading positions.

NVIDIA, Microsoft, and OpenAI continue to lead in the field of AI.

Zhitong FinanceJan 9 10:47

US Equities Markets Remain Closed Thursday to Observe Carter Mourning Day

MT Newswires04:59

Bitcoin ETFs Quadruple SPY Returns, Magnificent 7 Plays Catch-Up

Benzinga04:24