Jefferies analyst Blayne Curtis raised the firm’s price target on Nvidia (NASDAQ: NVDA) from $250 to $275 on Friday, January 16, reiterating a ‘Buy’ rating and citing confidence in the company’s roadmap unveiled at the Consumer Electronics Show (CES) earlier this month. As Nvidia’s updated model extends to 2028, the price revision shows long-term confidence in its growth trajectory. What’s more, Curtis said Nvidia stock remains ‘pretty cheap,’ based on earnings estimates for calendar-year 2027. “NVDA remain ...

智通财经APP获悉，周五，美股半导体概念股集体上涨，截至发稿，Astera Labs(ALAB.US)涨超6%，联 电(UMC.US)涨超5.8%，美国超微公司(AMD.US)、迈威尔科技(MRVL.US)涨1.9%，博通(AVGO.US)涨 0.9%，英伟达(NVDA.US)涨0.48%。 ...

分组1 - The focus is on uncovering high-yield investment opportunities for individual investors [1] - The goal is to simplify complex concepts into actionable insights for better returns [1] 分组2 - The article expresses the author's personal opinions and does not involve compensation from companies mentioned [2] - There is a beneficial long position in AMD shares, indicating a positive outlook on the stock [2]

Key Points On the surface, the two companies don't seem as if they'd have much in common. Both benefit from advancing medical technology using AI, however. 10 stocks we like better than Nvidia › In a corporate partnership many investors didn't see coming, chip maker Nvidia (NASDAQ: NVDA) and pharmaceutical company Eli Lilly (NYSE: LLY) say they are collaborating to build and operate a joint research lab. This plan was unveiled at the annual JPMorgan Healthcare Conference in January. The pair, both ...

A worker stands atop a metro construction site near US chipmaker Nvidia Corporation's office in Bengaluru on January 7, 2026. (Photo by Idrees MOHAMMED / AFP via Getty Images)AFP via Getty ImagesOver the past ten years, NVIDIA (NVDA) stock has delivered an impressive $96 Bil back to its investors in the form of cash through dividends and buybacks. Let’s examine some figures and see how this distribution capability compares to the largest capital-returning companies in the market.As it turns out, NVDA stock ...

U.S. stock futures are showing a positive trajectory this Friday, January 16, 2026, as investors continue to digest a mix of strong corporate earnings and renewed optimism surrounding the artificial intelligence (AI) sector. The premarket activity suggests a continuation of the upward momentum seen in Thursday's trading session, with major indexes poised for gains at the open.Premarket Trading and Futures MovementsAs of early Friday, futures for the S&P 500 (SPX) are up approximately 0.2% to 0.4%, while Nas ...

Core Viewpoint - The article discusses the challenges faced by Apple as the leading customer of TSMC, particularly due to the rising demand for advanced packaging capacity from competitors like NVIDIA and AMD, which has led to significant price increases and a shift in the semiconductor supply chain dynamics [1][5]. Group 1: Market Dynamics - NVIDIA has likely surpassed Apple as TSMC's largest revenue source for at least one to two quarters last year, with a full overtaking expected by 2026 [5]. - TSMC's revenue grew by 36% to $122 billion last year, while NVIDIA's sales are projected to soar by 62% in the fiscal year ending January 2026, contrasting with Apple's expected growth of only 3.6% [4][5]. - The high-performance computing (HPC) segment, including AI chips, has become a new growth driver for TSMC, with revenue in this area increasing by 48% last year [4]. Group 2: Financial Performance - TSMC's gross margin has reached an impressive 62.3%, nearing levels typical of software companies, indicating strong pricing power and profitability [2][7]. - TSMC's capital expenditures are expected to rise by about 32%, reaching a record $52 to $56 billion, while average growth in revenue is projected at 25% over the next five years, with AI business growth expected to average 55% or higher [7]. Group 3: Competitive Landscape - The evolving technology roadmap appears to favor NVIDIA and AMD, suggesting that Apple will need to compete for capacity in the near term [9]. - TSMC's most advanced 2nm process is currently in production, with Apple as a major buyer, but upcoming nodes are expected to focus more on HPC needs, which may disadvantage Apple [10][12]. - Despite the challenges, Apple's broad product line across multiple TSMC fabs provides a level of stability that is still valuable to TSMC, especially when compared to the more concentrated demand from AI chip manufacturers [18].

The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors. ...

杰富瑞：将英伟达(NVDA.US)目标价从250美元上调至275美元。 ...

Wedbush表示，科技公司财报季应该会成为以大型科技公司为首的多头们对人工智能的肯定信号。以 Dan Ives为首的分析师团队表示："展望2026年，投资者对人工智能革命既兴奋又担忧。一方面，这是 第四次工业革命的雏形……另一方面，企业/消费者人工智能革命所需的数万亿美元投入也令投资者感 到不安。" 分析师们认为，双方的观点可能都对，这最终表明2026年将是人工智能革命的转折点之年，而关键的第 四季度科技公司财报季即将到来。 分析师补充道，他们乐观的观点是，投资者尚未充分认识到未来三年企业和政府在人工智能技术及应用 领域3万亿美元的支出将带来的巨大增长浪潮。 该分析师团队称："我们目前对这场正在全球上演的第四次工业革命还只是略知皮毛，这场革命正由英 伟达(NVDA.US)、微软、人工智能领域的佼佼者Palantir(PLTR.US)、Meta(META.US)、Alphabet和亚马 逊等科技巨头引领。" 分析师们认为，随着人工智能革命下一阶段的到来，科技股在2026年将保持强劲势头。即将到来的科技 财报季将进一步影响投资者，目前超过5500亿美元的资本支出正在逐步落实。 分析师们表示，现在是时候让更广泛的 ...