Backed by Nvidia (NVDA) , CoreWeave (CRWV)  stock has skyrocketed more than +300% since launching its IPO in late March, as investor confidence has swooned for the AI cloud infrastructure company. To that point, CoreWeave stock is trading over $170 a share, having an asking price that tops Nvidia shares at around $146.This certainly begs the question of whether the hype for CoreWeave stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia.   Image Source: Zacks Inves ...

Nvidia stock is up over 800% since December 2022 after OpenAI's ChatGPT was first released to the public. That launch drew attention to Nvidia's graphics processing units, which were needed to develop and power the artificial intelligence service. Nvidia CEO Jensen Huang sold 100,000 shares of the chipmaker's stock on Friday and Monday, according to a filing with the Securities and Exchange Commission. The sales are worth nearly $15 million at Tuesday's opening price. The transactions are the first sale in ...

美股半导体股周二集体走强， AMD涨逾5%， 美光科技、 台积电涨4%， 博通涨逾3%股价创历史新 高， 英伟达涨2%。 ...

智通财经6月24日电，英伟达持仓概念股集体上涨，Nebius涨近7%，Recursion Pharmaceuticals涨近6%， CoreWeave涨超3%。 ...

AMD is emerging not just as one of the West's most critical AI assets, but also as an AIOliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment management firm launched in May 2025, dedicated to becoming a globally recognized, actively managed fund. Invictus Origin is developing innovative portfolio strategies, notably through its flagship Nasdaq High-Alpha Black Swan Portfolio, strategically designed to sustainably outperform the Nasdaq-100. Distin ...

Core Argument - The centralized internet is facing potential collapse due to infrastructure issues, particularly as demand for computing power increases for machine learning and AI [1][2] Group 1: Infrastructure and Market Dynamics - A new decentralized infrastructure based on blockchain is proposed as a solution to the inefficiencies of centralized systems [2] - Major technology companies like Alphabet, Meta, and Apple may be at risk due to their centralized "walled garden" systems [2] - The emergence of blockchain technology presents an investment opportunity in a new economy, with Bitcoin's price action indicating early stages of this transition [3] Group 2: Company Analysis - NVIDIA - NVIDIA is positioned uniquely in the blockchain space, with a 12-month stock price forecast of $173.69, indicating a 20.48% upside [4] - The company's revenue is primarily driven by AI chips and data centers, but it also plays a role in cryptocurrency mining [5] - Although blockchain currently contributes minimally to NVIDIA's revenue, it is expected to be a critical stock for future investments [5][8] Group 3: Company Analysis - Coinbase - Coinbase is the largest cryptocurrency exchange, with a 12-month stock price forecast of $277.33, reflecting a -9.84% downside [9] - As a centralized exchange, Coinbase faces regulatory scrutiny, which poses risks to its revenue, largely tied to volatile cryptocurrency trading [10] - Despite risks, Coinbase is positioned to play a significant role in the decentralized finance (DeFi) landscape, especially following regulatory developments [11] Group 4: Company Analysis - Riot Platforms - Riot Platforms offers indirect exposure to Bitcoin, with a 12-month stock price forecast of $17.35, suggesting an 87.16% upside [12] - The company operates one of the largest Bitcoin mining fleets, making it a leveraged play on Bitcoin's performance [13] - Riot Platforms could benefit from both price appreciation and clearer policy as Bitcoin gains acceptance [13]

Nvidia (NASDAQ: NVDA) is facing renewed scrutiny after major insider sales from three of its most prominent figures. Mark Stevens, a longtime board member and the second-largest individual shareholder, has sold approximately $88.4 million in Nvidia shares, bringing his total sales to a staggering $288.5 million over the past three weeks.In parallel, CEO Jensen Huang also offloaded a significant $20.2 million worth of stock between June 18 and June 23, according to recent SEC Form 4 filings flagged by Finbol ...

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 具身智能产业还处在分歧多于共识的状态。最基础的外观就百花齐放，带双腿、带轮子的，身高分布在 1.3 米到 1.8 米的区间；至于机器人大脑，现有技术路线分歧更大，行业中大部分人甚至还无法准确描述面对的问题是什 么。 与大部分追求确定性的供应商不同，芯片供应商地瓜机器人在具身智能技术路线仍未明确且收敛的情况下就已入 局。 地瓜机器人 CEO 王丛说这很符合地平线做事的思路——选择够难够长期，最好当下还不大但未来可能很大的赛 道做，"在没有人竞争的地方竞争"。 地瓜机器人孵化于地平线的机器人事业部，原本职责是在自动驾驶以外，给地平线的芯片寻找客户。2023 年末， 看到大模型技术加持下机器人的进步后，地平线机器人事业部从独立成地瓜机器人，意为地平线结的瓜。 和当年地平线进入智能汽车市场类似，智能机器人虽然是一个目前总规模不大的新兴市场，但这里也有巨头徘 徊：如英伟达就正在机器人市场主推 Jetson 嵌入式系统，它是一套包含 CPU、GPU、内存、 闪存和电源管理系 统等核心模块的机 ...

英伟达美股盘前涨逾1%，公司将于6月25日太平洋时间上午9点举行2025年度股东大会。 ...

That's why I think this trio is an excellent investment, as all three have a proven track record of delivering excellent results for investors. Three stocks that I think investors should load up on are Nvidia, Taiwan Semiconductor Manufacturing (TSM 0.46%), and Broadcom (AVGO 1.50%). There's a common theme that unites these three stocks and makes them excellent buys right now. Artificial intelligence (AI) investing doesn't have to be hard. Plenty of stocks look like attractive investments, and they're often ...