Dan Ives names 'best in the world' stocks to bet on 'Physical AI' false### Choose your country### Choose preferred languagePopular languagesEnglish (USA) [Deutsch] [Español] [Français] [Português]All available languagesEnglish (USA) [English (UK)] [English (Australia)] [English (Canada)] [English (New Zealand)] [English (South Africa)] [English (Ireland)] [English (Singapore)] [English (Nigeria)] [English (Pakistan)] [English (India)] [eština] [Deutsch] [Dansk] [Español] [Français] [Italiano] [] [Melayu] [N ...

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Intel Corporation ( INTC ) has gained 25.6% since my last report , sharply outperforming the S&P 500’s 1.8% return. There has been a lot of optimism driven by investments from Nvidia ( NVDA ) andDhierin-Perkash Bechai is an aerospace, defense and ...

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Intel Corporation ( INTC ) has gained 25.6% since my last report , sharply outperforming the S&P 500’s 1.8% return. There has been a lot of optimism driven by investments from Nvidia ( NVDA ) andDhierin-Perkash Bechai is an aerospace, defense and ...

Best known in recent years for his investments in pre-public companies that went public via SPAC merger, Chamath Palihapitiya has been making investments in private companies for years. One of those investments became a huge win in 2025 with NVIDIA Corp (NASDAQ:NVDA) acquiring Groq. Chamath Palihapitiya Depressed After Deal Palihapitiya was an early investor in Groq, investing a reported $10 million in the company in 2017 and $52.3 million additionally in 2018. Those investments helped Palihapitiya have ...

Decoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s why I never try to time the market and I only buy stocks if I am willing to hold them for at least 10 years.When it comes to fundamentals, everybody knows the market is forward looking, b ...

With the first month of 2026 nearly over, there are some themes starting to take shape. First, investors are still skeptical that artificial intelligence (AI) spending is real. However, if you paid attention to Taiwan Semiconductor Manufacturing's (NYSE: TSM) fourth-quarter results, then you know that it's real and only going to get bigger. However, the market hasn't caught on to that yet. That leads to a few stocks looking like incredible buys, but there are also some other non-AI stocks that look like ...

Core Insights - Mercedes-Benz Group AG, NVIDIA Corporation, and Uber Technologies are collaborating to launch robotaxi services in major cities, utilizing the Mercedes S-Class sedan as the foundation for their global autonomous-driving platform [1][7] Group 1: Technology and Integration - The next-generation S-Class will feature Mercedes-Benz's MB.OS, integrating NVIDIA DRIVE Hyperion hardware and full-stack NVIDIA DRIVE AV Level 4 software, focusing on safety-first autonomy through NVIDIA's Halos system [2] - NVIDIA DRIVE AV equips the S-Class with a comprehensive automated-driving system capable of handling rare and complex driving scenarios within a safety-centric architecture, validated through high-fidelity simulations [4] - The technology is built on NVIDIA's AI foundation, enabling real-time analysis of complex environments and the selection of the safest driving actions [5] Group 2: Market Strategy and Collaboration - The S-Class aims to provide a premium, chauffeur-style autonomous experience, with plans to offer these vehicles through Uber's mobility network, showcasing collaboration between established automakers and AI leaders [3] - The companies have not disclosed a timeline for the robotaxi service launch, although Mercedes-Benz has previously partnered with Bosch and Momenta on autonomous-driving initiatives [6]

2026未来产业新材料博览会 （FINE），特设 AI芯片与功率器件热管理大会暨展览 ，重点聚焦 金刚石 、碳 化硅、氮化铝等热管理"明星材料" ， 欢迎参与：18957804107 [洞见热管理] 获 悉 ，2026年1月25日， 英伟达 CEO 黄仁勋在北京与超赢钻石科技（黄河旋风参控）创始人朱艳辉会谈， 双方聚焦钻石-铜复合散热、第 四代半导体钻石晶圆，为 H200 GPU、Vera Rubin 新架构解决高密度散热瓶颈，同时探索钻石晶圆在高端芯片衬底的应用 ，标志中国工业钻石材料正式切 入全球 AI 算力核心供应链。 在这种背景下更高效的导热材料成为行业关注的重点方向之一， 金刚石 凭借其极高的热导率 （天然单晶可达2000~2200 W/m·K），成为了高功率电子器 件散热材料首要选择之一。金刚石是碳元素的一种同素异形体，俗称"钻石"，化学符号为C（英文Diamond），它是由碳原子以四面体结构键合形成的三维 晶体，由英国科学家威廉·布拉格父子（Bragg父子）于1913年通过X射线衍射解析出它的晶体结构。1954年美国通用电气（GE）团队利用HPHT法首次人 工合成金刚石，标志着工业量产时代的开端 ...

Nvidia stock was mostly flat in early trading on Friday, consolidating recent gains that have lifted the stock to its highest level since early November. Shares were down 0.1% at $192.22, after rising... ...

Analog Devices increased by 16% over the last month. You might feel inspired to purchase more stock, or perhaps you are considering reducing your holdings. However, there is a different viewpoint that you might not have considered. Is there a superior alternative? It appears that its counterpart NVIDIA provides greater benefits. NVIDIA (NVDA) shares present exceptional revenue growth during crucial periods, enhanced profitability, and comparatively lower valuations compared to Analog Devices (ADI) shares, i ...