OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year, eight sources familiar with the matter said, potentially complicating ... ...

Our software is used by developers everywhere. And. And on that basis, then, of course, of course every developer uses NVIDIA software.They use the video software from CUDA to CUDA and then to, you know, tensor or TLM. And so whenever whenever developers want to use our software, we openly support everyone. That's our job supporting developers every development and we support developers all over the world. We have five, 6 million developers around the world.Every developer in the world works with a video, a ...

Core Insights - Advanced Micro Devices, Inc. (AMD) has experienced a significant stock surge of 107.1% over the past year, outperforming NVIDIA Corporation's (NVDA) growth of 63.8% [2][8] - AMD is positioned as a strong competitor in the AI chip market, with expectations to continue its growth trajectory and potentially outpace NVIDIA [4][10] Company Performance - AMD's entry into the AI market, although later than competitors, has been marked by rapid advancements and competitive pricing, attracting major clients like OpenAI and IBM [5][6] - The company anticipates Q4 2025 revenues to reach approximately $9.6 billion, indicating a 25% year-over-year growth driven by its expanding AI business [8][10] Market Position - AMD's chips are increasingly recognized as viable alternatives to NVIDIA's offerings, with significant adoption by industry leaders for AI applications [6][7] - The company's diversified revenue streams, particularly from gaming, provide a buffer against potential downturns in the AI sector, reducing overall risk [9][10] Analyst Outlook - Analysts maintain a positive outlook on AMD, with an average short-term price target of $286.49, representing a potential increase of 13.6% from the last closing price [11] - The highest price target set by analysts is $380, suggesting a possible upside of 50.7% [11]

Joining us, Niles Investment Management founder and portfolio manager, Dan Niles. See what I did there, Dan. You're welcome.Um, let's get to the the real the big story right now obviously potentially is Nvidia and this may not happen. I want to make that very clear. It was a journal story over the weekend.If Nvidia were to pull back or out of that 100 billion OpenAI investment, what would it mean if anything. Well, I mean, I think it shows you how the world has changed from September, but we kind of know th ...

数据中心公司甲骨文宣布将筹资高达500亿美元以为云客户扩建产能后，其股价一度上涨超过3%，但尾 盘转跌。 比特币自2025年4月以来首次跌破80000美元，这表明在周五黄金和白银大幅下跌后，投资者正进一步降 低风险敞口。白银价格在过去12个月上涨了一倍多，但周五暴跌约30%，创下该金属自1980年以来最差 的单日表现。黄金也下跌了约10%。 周一交易时段，比特币以及黄金白银等贵金属均从各自的低点有所回升，这有助于减少股市损失并缓解 避险情绪。比特币最后交易价高于79000美元，而现货黄金和现货白银分别下跌4%和7%。比特币代理 投资工具Strategy也出现亏损。 随着对人工智能的疑问浮现，华尔街也将注意力转向了英伟达。 北京时间2月3日凌晨，美股周一尾盘继续上扬，道指上涨超过500点。投资者暂时忽略白银与比特币近 期跌势，转而关注科技巨头财报与1月非农就业报告。超过100家标普500指数成份公司将在本周公布财 报。 道指涨578.68点，涨幅为1.18%，报49471.15点；纳指涨188.54点，涨幅为0.80%，报23650.35点；标普 500指数涨50.81点，涨幅为0.73%，报6989.84点。 ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Core Viewpoint - Nvidia is considered a significant investment opportunity despite being the largest company by market cap, primarily due to its expected growth in 2026 and beyond, which is not fully reflected in its current stock price [1]. Group 1: Company Overview - Nvidia specializes in manufacturing graphics processing units (GPUs), originally designed for gaming graphics, but now widely used in various high-computation tasks, with artificial intelligence being the most prominent application [2]. - The company has experienced rapid growth since 2023, driven by its comprehensive technology stack that provides a complete solution for supercomputing [3]. Group 2: Financial Performance - Nvidia's current market capitalization stands at $4.6 trillion, with a current stock price of $187.11, reflecting a day’s change of -2.10% [4]. - The company has reported a gross margin of 70.05% and a dividend yield of 0.02% [4][6]. - Despite perceptions of slowing growth, Nvidia achieved a 63% year-over-year growth, with expectations of 67% revenue growth for Q4 and 52% growth for fiscal year 2027 [5]. Group 3: Valuation and Market Position - Nvidia's stock is currently trading at 24.6 times FY 2027 earnings estimates, which is relatively fair compared to other major tech stocks trading at around 30 times forward earnings [6]. - The S&P 500 trades at 22 times forward earnings, indicating that Nvidia's valuation is only slightly above the broader market, while its revenue is projected to grow at a rate of 50% or more this year [8]. - The current pricing of Nvidia's stock presents a unique opportunity for investors, as it is not trading at a significant premium despite strong growth prospects [9].

Funds investing in high -yielding stocks like Exxon Mobil, Ford, Coca-Cola and Walmart are blowing it out of the water. ...

How a Trio of Innovation ETFs Offers Varied AI Investing ExposureETF Trends is now VettaFi. Read More -- AI investing remains a top priority for investors ahead of 2026. Finding the right way into that trend, however, is the real task. While many are satisfied with simply tracking AI investing's impact via broad market indexes, innovation ETFs can stand out even more. By combining multiple innovation-related ETFs as part of an overall AI investing allocation, for example, investors can get diversified expos ...

Core Viewpoint - Nvidia is well-positioned to continue its earnings-beat streak in upcoming reports, particularly due to its strong performance in the semiconductor industry, specifically in graphics chips for gaming and artificial intelligence [1]. Earnings Performance - For the most recent quarter, Nvidia reported earnings of $1.30 per share, exceeding the expected $1.24 per share, resulting in a surprise of 4.84% [2]. - In the previous quarter, Nvidia's earnings were $1.05 per share against an expectation of $1.00 per share, leading to a surprise of 5.00% [2]. Earnings Estimates and Predictions - Nvidia's earnings estimates have been trending higher, supported by its history of earnings surprises, with a current Earnings ESP of +2.18%, indicating bullish sentiment among analysts [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong likelihood of another earnings beat in the upcoming report [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7].