RETIREMENT: 3 Questions That Keep Millionaires Up At Night Earnings reports for quantum computing stocks wind up on Friday with financial results due from Quantum Computing (QUBT). Israel-based Classiq on Thursday announced a new funding round, with investors including the venture arms of Advanced Micro Devices (AMD), Qualcomm (QCOM) and IonQ (IONQ). The new round totaled "tens of millions of dollars," said Classiq, which says it has now raised over $200 million. AMD's rival, Nvidia (NVDA), has also been ac ...

RETIREMENT: 3 Questions That Keep Millionaires Up At Night As Nvidia (NVDA) and Palantir Technologies (PLTR) wobble, Wall Street worries about an artificial intelligence bubble. With Nvidia stock and Palantir now testing key moving averages, wise investors get laser- focused on the principles of risk management and rules for how to buy stocks and when to sell. The current environment provides a timely reminder to keep in mind the eight… Related news Nvidia Earnings Are Due Next Week. Here's One Possible Opt ...

We recently published Jim Cramer Discussed These 25 Stocks In An Important Show About AI Spending. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. AI chip designer NVIDIA Corporation (NASDAQ:NVDA) was in the news last week after CEO Jensen Huang commented that the US was going to lose to China in the AI race. Cramer discussed the firm’s chips and provided his opinion about the CEO’s comments to the Financial Times: Jim Cramer Discusses NVIDIA (NVDA) CEO's Comments Abo ...

This spread recently traded for around 45 cents a share. That means a trader selling this spread on a 100-share contract would receive $45 in option premium. Meanwhile, the maximum risk is $205. That represents a 21.95% return on risk between now and the end of next week if Nvidia stock remains above 177.50. Further, if Nvidia stock closes below 175 on the expiration date the trade loses the full $205. The break-even point for the bull put spread is 177.05. Traders calculate that as 177.50 less the 45 cent ...

【导读】"大空头"关闭旗下基金，英伟达跌超3% （原标题：美国"大空头"，撤了！） 中国基金报记者 安曼 数天前引发美股暴跌的知名"大空头"迈克尔·贝瑞（Michael Burry），今日宣布他管理的Scion基金已经 从美国证券交易委员会撤销注册。 同时，贝瑞还在社交平台上表示，所谓"9.12亿美元做空"不过是媒体的数学错误——他真实投入的资金 只有920万美元。 与此同时，SEC文件显示其旗下Scion Asset Management已于11月10日终止注册。 披露做空细节 否认"十亿美元"做空传闻 11月初，贝瑞管理的Scion基金公布13F监管文件，显示其分别持有两大明星AI公司Palantir、英伟达的看 跌期权。他还在社交媒体上屡次发言，认为市场正处于泡沫状态，并指责科技巨头偷偷拉长算力芯片的 折旧时间，从而降低大规模投资对利润表的影响。 彼时，有媒体报道他"十亿美元做空"Palantir、英伟达，这引发了美国科技股的全面下挫。 贝瑞亲自辟谣并披露了持仓细节。他提供的截图显示，他持有5万张Palantir 2027年1月15日到期、行权 价50美元的看跌期权，相当于500万股。他同时解释称，他购 ...

Qualcomm ((QCOM), well known for its leadership position in mobile and automobile semiconductor products, recently announced its foray into the AI chip industry. Though Nvidia ((NVDA) and more recently Advanced Micro Devices ((AMD) have led the AI semiconductor space thus far, Qualcomm may be positioning itself in a niche that could propel it to a leading role and put a bid under the stock price.In the last few weeks, Qualcomm announced new efforts to focus on artificial intelligence, with the launch of its ...

Nvidia may have big beat-and-raise potential when the company reports results next week, thanks to the continued ramp-up of its Blackwell rack-scale system and recent commentary around visibility into... ...

Nvidia stock (NASDAQ: NVDA) slipped over 3% today as traders engaged in profit-taking and wrestled with lingering questions about artificial intelligence valuations. The pullback was sparked by headli... ...

Group 1 - Nvidia Corp is gaining favor over Broadcom Inc as investors shift chip exposure, betting on Nvidia's broader graphics processing unit growth versus Broadcom's hyperscaler-heavy focus [1] - Nvidia became the first company to top the $4.5 trillion market cap in October [1] - Broadcom's stock has cooled after massive gains, while Nvidia is emerging as the preferred chip pick for its wider customer base and stronger long-term growth potential [1] Group 2 - Karen Firestone, executive chairman at Aureus Asset Management, is actively managing her portfolio by buying Nvidia shares while trimming her position in Broadcom [2] - Firestone's firm first bought Broadcom in June 2024, and the stock has since risen 160%, becoming a prominent position with significant long-term gains [3] - Aureus is increasing overall exposure to chips by adding Nvidia, noting that Nvidia's GPU business has broader growth potential than Broadcom's, which mainly serves hyperscalers [4] Group 3 - Firestone emphasized that Nvidia's broader customer base and stronger long-term opportunities make it the better buy now, while maintaining exposure to both companies for balance [4] - As of the latest check, Broadcom's stock traded 2.66% lower to $345.76, while Nvidia is down 2.49% [4]

Core Insights - The big data industry focuses on companies that process, store, and analyze vast amounts of structured, unstructured, and semi-structured data, providing tools for data mining, transformation, visualization, and predictive analytics [1][3]. Company Summaries NVIDIA Corp. (NVDA) - NVIDIA is a leader in generative AI-powered GPUs, benefiting from a booming data center business driven by strong demand from hyperscalers and enterprise customers [7][8]. - The company has an expected revenue growth rate of 33% and earnings growth rate of 40% for the next year, with a consensus estimate for earnings improving by 0.6% over the last 30 days [9]. - The short-term average price target indicates a potential increase of 20.8% from the last closing price of $193.80, with a maximum upside of 80.6% and a downside of 48.4% [10]. Dell Technologies Inc. (DELL) - Dell is experiencing strong demand for AI servers, securing $8.2 billion in AI server orders in the last quarter, which has built a strong backlog [11][12]. - The expected revenue growth rate is 7% and earnings growth rate is 18.4% for the next year, with a consensus estimate for earnings improving by 1.2% over the last 30 days [14]. - The short-term average price target suggests a potential increase of 17.9% from the last closing price of $140.71, with a maximum upside of 42.1% and a downside of 7.6% [14]. Palantir Technologies Inc. (PLTR) - Palantir's AI strategy integrates its Foundry and Gotham platforms, promoting AI adoption across government and commercial sectors, particularly in defense and healthcare [15][16]. - The expected revenue growth rate is 41.1% and earnings growth rate is 43% for the next year, with a consensus estimate for earnings improving by 20.9% in the last 30 days [19]. - The short-term average price target indicates a potential increase of 4.6% from the last closing price of $184.17, with a maximum upside of 38.5% and a downside of 72.9% [19]. Fair Isaac Corp. (FICO) - Fair Isaac is experiencing strong growth in its Scores and Software segments, with advancements in credit modeling enhancing predictive accuracy [20][21]. - The expected revenue growth rate is 19.7% and earnings growth rate is 31.3% for the current year, with a consensus estimate for earnings improving by 3.6% in the last 30 days [22]. - The short-term average price target suggests a potential increase of 12% from the last closing price of $1,777.91, with a maximum upside of 35% and a downside of 41.1% [22]. Guidewire Software Inc. (GWRE) - Guidewire is benefiting from its cloud platform, winning 19 deals in the fourth quarter, including significant contracts with Tier 1 insurers [23][24]. - The expected revenue growth rate is 16.3% and earnings growth rate is 12.8% for the current year, with a consensus estimate for earnings improving by 1.7% in the last 60 days [25]. - The short-term average price target indicates a potential increase of 24.5% from the last closing price of $200.97, with a maximum upside of 51.8% and a downside of 20.4% [25].