I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myse ...

Nvidia (NASDAQ: NVDA) is having a moment you'll see in the next generation's business schools. Its chips have become the backbone of the modern AI boom, and Wall Street has rewarded that dominance with a staggering $4.5 trillion market cap as of Feb. 17, 2026. Now, Nvidia is clearly a great company in the midst of an AI-flavored gold rush. But I'm interested in a long-term perspective today: Which businesses could plausibly have even larger market caps 10 years from now? Will AI create the world's first t ...

Editor’s note: This story was updated to add details, context.U.S. gross domestic product grew at an annualized rate of 1.4% in the fourth quarter of 2025, according to advance estimates released Friday by the Bureau of Economic Analysis.The figure marks a sharp slowdown from the prior quarter's 4.4% expansion pace and came in sharply below economists' expectations for 3% growth.In a separate release, the Personal Consumption Expenditures (PCE) price index inched up from 2.8% year-over-year in November to 2 ...

Key TakeawaysUS Q4 GDP growth slowed sharply to 1.4%, missing the consensus estimate of 2.8% and marking a significant deceleration from the previous quarter's 4.4%.The Core PCE Price Index rose 3.0% year-over-year in December, coming in hotter than the 2.9% forecast and complicating the Federal Reserve's path toward interest rate cuts.US Equity Futures turned negative following the data release, with Nasdaq 100 Futures leading the decline with a 0.4% drop as investors weighed stagflationary signals.Nvidia ...

3. 甲骨文(ORCL.US)在其关键的 450 亿至 500 亿美元融资中取得了强劲的初步成功。 智通财经APP获悉，Wedbush重点介绍了阻止科技股下滑和人工智能"幽灵交易"带来的不利影响的十大 因素。 由Dan Ives领导的分析师团队表示："如今，'人工智能威胁到所有行业……软件行业首当其冲，被视为 头号敌人'的说法在市场上甚嚣尘上。人工智能一直是科技和软件行业，尤其是那些对未知事物感到恐 惧的人的通病。对于看涨者来说，这就像是在与幽灵搏斗，而仅今年一年，人工智能的资本支出就接近 7000亿美元……人们担心人工智能初创公司会成为科技行业的噩梦。" 分析师补充说，人工智能技术行业正处于一个不稳定的十字路口，现在是科技领军企业发挥领导作用的 时候了。 Wedbush分析师们列出了他们认为最能推动科技人工智能交易走高的十大科技新闻： 1. OpenAI完成 1000 亿美元的融资，平息了外界的喧嚣。 2. 英伟达(NVDA.US)首席执行官黄仁勋在下周的电话会议上重申人工智能芯片的巨大需求轨迹，并超 过华尔街的预期。英伟达计划于2月25日公布其第四财季业绩。 4.赛富时(CRM.US)公布的收益/业绩指引 ...

Core Insights - NVIDIA Corporation (NVDA) is set to report its fourth-quarter fiscal 2026 results on February 25, expecting revenues of $65 billion, reflecting a 66.7% increase year-over-year [1] - The Zacks Consensus Estimate for quarterly earnings has been revised to $1.52, indicating a year-over-year growth of 70.8% from the previous quarter's earnings of $0.89 per share [2] Revenue Drivers - The Data Center business is anticipated to significantly contribute to NVIDIA's fourth-quarter revenue, driven by the increasing adoption of cloud-based solutions and demand for generative AI and large language models [6][7] - The Gaming and Professional Visualization segments are also expected to show strong performance, with the Gaming segment projected to generate revenues of $4.26 billion and the Professional Visualization segment estimated at $757.6 million [9][10] - The Automotive segment is likely to continue its positive trend, with expected revenues of $662.7 million, supported by investments in self-driving and AI cockpit solutions [10] Stock Performance and Valuation - NVIDIA's stock has increased by 39.8% over the past year, outperforming the Zacks Semiconductor – General industry's growth of 37.3%, but underperforming compared to major competitors like AMD, Intel, and Broadcom [11] - The company is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 25.38X, which is lower than the sector average of 28.1X, indicating an attractive valuation [14][17] Market Position and Future Outlook - NVIDIA is a leader in the generative AI chip market, with significant demand across various industries, including healthcare, automotive, and video game development [18][20] - The global generative AI market is projected to reach $1,260.15 billion by 2034, with a CAGR of 29.3% from 2026 to 2034, suggesting strong future growth potential for NVIDIA [19] - The company's advanced AI chips are expected to drive substantial revenue growth as enterprises upgrade their network infrastructures to support complex generative AI applications [20] Investment Consideration - NVIDIA's strong product portfolio and leadership in AI and data centers present a compelling investment opportunity, especially given its lower valuation multiple compared to the industry [21]

In a recent segment with CNBC, Wedbush analyst Dan Ives named Tesla (TSLA) and Nvidia (NVDA) as the top physical artificial intelligence (AI) plays in the world. In fact, Ives referred to Nvidia as the "Godfather of AI," claiming that no other firm comes close to its dominance in the AI ecosystem. The latest tech selloff has also hurt NVDA stock. This pullback could be a terrific opportunity to buy this outstanding AI stock at a discount. www.barchart.com Ives Calls Nvidia “The Backbone of the Compute La ...

Core Insights - Nvidia is reportedly nearing a $30 billion investment agreement with OpenAI [1] Group 1 - The investment signifies Nvidia's commitment to advancing artificial intelligence technologies [1] - This potential deal highlights the growing collaboration between major tech companies and AI firms [1] - The financial scale of the investment reflects the increasing valuation and importance of AI in the tech industry [1]

① 【三大期指齐涨】截至发稿，道指期货涨0.23%、标普500指数期货涨0.32%、纳指期货涨0.40%。 ②【美国银行据悉拟以250亿美元自有资金开展私募信贷业务】 当地时间2月19日，据媒体援引知情人 士透露，美国银行承诺投入250亿美元用于私募信贷交易，美国银行将利用自有资金投资私募信贷业 务，这是该公司现有直接贷款业务的延伸。该行计划通过隶属于其投资银行业务的资本市场部门发起这 些交易。截至发稿，美国银行上涨0.25%。 ③【埃森哲：管理层若不使用AI将无缘晋升】当地时间2月19日，据媒体报道，埃森哲（Accenture）已 明确告知资深员工，必须定期使用其内部AI工具，否则将失去晋升领导岗位的资格。副董事和高级经 理已被告知，"常规采用"AI是通往更高领导层的必经之路。公司不仅将AI使用情况作为考核指标，还开 始追踪员工每周登录AI工具（如AI Refinery和SynOps）的频率。出于合规和法律原因，欧洲12个国家 的员工以及处理美国政府合同的部门暂不受此政策影响。 ⑦ 【AppLovin计划推出自有社交网络】当地时间2月19日，Applovin首席产品与工程官Giovanni Ge在播 客节目 ...

下一代低功耗DRAM(LPDDR6)正在以超出预期的速度进入市场。受服务器及AI领域对高性能、高效率 DRAM需求急剧上升的推动，这一新标准的商用化进程正在提速。 多家尖端半导体设计企业目前正在讨论同时采用LPDDR5X与LPDDR6 IP(设计资产)的方案。三星电子 和高通等移动应用处理器(AP)设计企业也计划从下一代产品开始支持LPDDR6。 这一转变的核心驱动力来自AI应用的爆发式增长。无论是搭载端侧AI的智能手机，还是需要持续处理 海量数据的AI数据中心，都对DRAM性能提出了更高要求。英伟达等全球科技巨头也在积极推进 LPDDR产品的采购。 据Zdnet援引业内人士透露，目前超过半数的高性能半导体设计企业正在考虑并行搭载LPDDR5X及 LPDDR6 IP，特别是在4纳米及以下先进制程芯片的设计中，需求出现得比预期更快。 性能提升1.5倍，商用化最快下半年 LPDDR6的性能规格较上一代产品实现显著跃升。这一代产品的带宽可达10.6Gbps至14.4Gbps，而上一 代LPDDR5X的带宽范围为8.5Gbps至最高10.7Gbps，性能提升约1.5倍。 尽管基础标准已经确立，但LPDDR6的全面商用 ...