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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.
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.
Nvidia Stock Investors Just Got Great News From CEO Jensen Huang
Seizing the mid-range market from NVIDIA! AMD's flagship graphics card is rumored to officially debut at the end of this month.
① AMD's RDNA 4 GPU series is expected to debut this month, with the first products including Radeon RX9070 and RX 9070 XT GPUs; ② According to informants, the reference version of the AMD graphics card is priced at $479, while the customized version is priced at $549; ③ The new AMD graphics card will target the mid-range market, competing against NVIDIA's RTX 5070 and RTX 5070 Ti.
Nvidia's CES 2025: Hot Innovations, Cold Market Reaction
Lessons From a Century of Stock Returns: Stay Invested, Let the Winners Run
xAI has officially released the standalone Grok application on iOS.
Elon Musk's generative AI startup xAI officially released an independent application for the Grok chatbot this week on the app Store.
NVIDIA harshly criticizes Biden: this is the last struggle to weaken Trump!
The Biden administration plans to impose additional restrictions on chip exports before leaving office, and NVIDIA has issued a strong condemnation.