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Jim Cramer Says “The Investments That NVIDIA Makes Are Part of Creating an Ecosystem That Wants to Use NVIDIA”
Yahoo Finance· 2026-03-31 16:05
Jim Cramer gave top insight on NVIDIA Corporation (NYSE:NVDA), sharing a game plan of what to buy, sell, and hold right now. A club member asked how the company’s multi-billion-dollar investments in other companies affect shareholders and whether owning the stock provides indirect exposure to those holdings. Cramer replied: Okay, this is a really important question. First of all, I know NVIDIA’s going down. Like, I’m not an idiot. I mean, you look, and the stock’s going down. They did have a great meeting, ...
Nvidia's web of AI investments
Youtube· 2026-03-31 15:45
Welcome back. Nvidia with yet another investment in a key industry player. Christina Partzene has that for today's tech check segment.Christina, another big investment here for Nvidia. >> Very big. The list keeps growing. The checks keep growing.The chipmaker is putting $2 billion into Marll technology and that's why you're seeing Marbell shares up over 8% on the news. The deal really centers on Nvidia's platform and lets custom chips plug into its infrastructure. Marll designs those custom AI chips for maj ...
Why Nvidia stock is surging over 3% today
Invezz· 2026-03-31 15:34
Why Nvidia stock is surging over 3% today Why Nvidia stock is surging over 3% today Artificial intelligence AI Sentiment: 72/100 Bullish This score is generated through AI-driven analysis of the article's content. Author Utkarsh Roshan Mar 31, 2026, 15:34 PM Nvidia shares surged more than 3% on Tuesday, tracking a broader recovery in equities as investor sentiment improved. The Dow Jones Industrial Average jumped 533 points, or 1.2%, while the S&P 500 gained 1.5%. The rally followed reports suggesting a pot ...
Why I’m Staying Cautious on NVIDIA—and the Stocks I Prefer Instead
Yahoo Finance· 2026-03-31 15:21
You don't have to look too far for some brutal mockery of the technology, especially on Reddit. Either way, it hasn't been completely smooth sailing for Nvidia. And while the "honeymoon phase" for applied AI tech might be hitting a bit of a ceiling, I do think that the numbers will continue doing the talking for Nvidia.While Jensen Huang has been quick to defend his position, saying that the technology provides generative control at the geometry level, it doesn't seem like gamers, as a whole, are at all too ...
Why I'm Staying Cautious on NVIDIA—and the Stocks I Prefer Instead
247Wallst· 2026-03-31 15:21
Why I'm Staying Cautious on NVIDIA—and the Stocks I Prefer Instead - 24/7 Wall St. S&P 5006,442.70 +1.47% Dow Jones45,785.20 +1.15% Nasdaq 10023,348.80 +1.72% Russell 20002,457.73 +1.82% FTSE 10010,210.00 +1.28% Nikkei 22551,747.30 +1.41% Stock Market Live March 31, 2026: S&P 500 (SPY) Pops on News Trump Could End War Investing Why I'm Staying Cautious on NVIDIA—and the Stocks I Prefer Instead By Joey FrenettePublished Mar 31, 11:21AM EDT Quick Read Nvidia (NVDA) trades at 20.0x forward P/E with stock te ...
Nvidia invests $2B in Marvell Technology as part of AI infrastructure partnership
Proactiveinvestors NA· 2026-03-31 15:14
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
英伟达设计调整引发内存股抛售 分析师称Rubin GPU架构变更或导致芯片板块大幅下跌
Xin Lang Cai Jing· 2026-03-31 14:49
英伟达成为内存股大幅下跌的核心因素。有消息称,其下一代Vera Rubin GPU架构的设计变更引发了半 导体行业的担忧。 美光科技、希捷科技、西部数据和闪迪的股价跌幅在4.5%至10%之间,远逊于大盘整体表现。 广发证券表示,此次下跌可能是由于设计从更复杂的四芯片方案转向更简单的双芯片方案。此举被认为 是为了简化封装工艺,预计英伟达将推出多款双芯片方案产品。 然而分析师指出,这一变更对总体内存消耗的影响似乎有限。下一代高带宽内存的利用率很可能与此前 预测基本一致,其他关键部件改动也不大。 市场的反应凸显出半导体股票对人工智能硬件设计的细微变化变得何等敏感,尤其是当投资者试图判断 未来需求水平之际。 目前,此次抛售似乎更多是情绪驱动而非基本面因素,投资者正在快速变化的人工智能芯片市场中重新 调整短期预期。 责任编辑:张俊 SF065 英伟达成为内存股大幅下跌的核心因素。有消息称,其下一代Vera Rubin GPU架构的设计变更引发了半 导体行业的担忧。 美光科技、希捷科技、西部数据和闪迪的股价跌幅在4.5%至10%之间,远逊于大盘整体表现。 广发证券表示,此次下跌可能是由于设计从更复杂的四芯片方案转向更简单 ...
Should Arm's AGI Chip Have NVIDIA Investors in a Panic?
247Wallst· 2026-03-31 14:42
Should Arm's AGI Chip Have NVIDIA Investors in a Panic? - 24/7 Wall St. S&P 5006,435.70 +1.36% Dow Jones45,640.20 +0.83% Nasdaq 10023,328.60 +1.63% Russell 20002,449.63 +1.48% Quick Read Arm Holdings (ARM) is projecting $15 billion in annual revenue from its new AGI CPU through 2031, marking a significant shift from its traditional chip blueprint licensing model. Nvidia (NVDA) faces competitive pressure as Arm's agentic inference focus could redirect hyperscaler CapEx, though Nvidia's $1 trillion order p ...
Should Arm’s AGI Chip Have NVIDIA Investors in a Panic?
Yahoo Finance· 2026-03-31 14:42
Quick Read Arm Holdings (ARM) is projecting $15 billion in annual revenue from its new AGI CPU through 2031, marking a significant shift from its traditional chip blueprint licensing model. Nvidia (NVDA) faces competitive pressure as Arm’s agentic inference focus could redirect hyperscaler CapEx, though Nvidia’s $1 trillion order pipeline limits near-term risk. Arm’s entry into chip manufacturing leverages its architectural expertise to compete with its own customers in the AI inference market, but the ...
NVIDIA Corporation (NVDA) to Supply GPUs to AWS
Yahoo Finance· 2026-03-31 14:42
NVIDIA Corporation (NASDAQ:NVDA) is one of the High Growth Semiconductor Stocks to Buy. On March 19, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA) has entered a deal with Amazon Web Services to supply 1 million GPUs along with additional products through 2027. The report noted that earlier both companies had notified about the agreement, but didn’t disclose the timing of the order. However, Nvidia VP Ian Buck told Reuters that the deal is expected to start this year and will continue through 202 ...