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Nvidia: This Is No Bubble, The Agentic AI Revolution Is Coming (Rating Upgrade)
Seeking Alpha· 2025-12-02 17:55
Sometimes investors need to be reminded of who’s in charge. Nvidia Corporation ( NVDA ) is arguably the leader of the current bull rally. The company continues to defy investor expectations and management is signaling that theJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Best O ...
Foundry & Gotham: The Engines Driving Palantir's Enterprise AI Rise
ZACKS· 2025-12-02 17:45
Key Takeaways Palantir expands with Foundry and Gotham, driving data intelligence across commercial and government sectors.Foundry boosts U.S. commercial revenues 121% in Q3 2025 with new DevOps enhancing deployment workflows.Gotham advances real-time analytics while PLTR shares jump 136% and earnings estimates rise.Palantir Technologies Inc. (PLTR) is swiftly expanding beyond its defense roots, powered by its Foundry and Gotham platforms, which are transforming how organizations harness data intelligence a ...
Amazon Launches New AI Chip While Teasing Future Tech Collaboration With Nvidia
Investors· 2025-12-02 17:26
BREAKING: Nasdaq Leads As Stocks Open Higher Amazon (AMZN) announced that its Trainium 3 chip is now available for customers, the latest challenger to Nvidia's (NVDA) strong hold on the market for AI processors. Amazon stock gained in Tuesday trading. The Trainium chip is four-times faster than its previous generation, according to Amazon. "The company announced the chip as part of the Amazon Web Services (AWS) re:Invent conference, which kicked off Monday in Las Vegas. "Customers are already seeing signifi ...
Is Taiwan Semiconductor an Undervalued Stock?
The Motley Fool· 2025-12-02 17:22
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
Stock Market Today: Dow, Nasdaq Off Highs As Nvidia Trims Gain; Credo And A Food Stock Rally (Live Coverage)
Investors· 2025-12-02 17:10
BREAKING: Trillion-Dollar Club Now Boasts 11 Stocks Futures for the Dow Jones Industrial Average and other major stock indexes rose in premarket trading Tuesday, as Wall Street looked to bounce back from Monday's losses. Among the winners, artificial intelligence stocks Nvidia (NVDA), Palantir Technologies (PLTR) and Astera Labs (ALAB) moved higher on the stock market today. Ahead of the opening bell, the Dow rose marginally, while S&P… Related news Indexes Stumble To Start December Trade As Investors Hunt ...
China Ghosts Nvidia — But Huang Says Global AI Market Could Hit $4T
Benzinga· 2025-12-02 17:02
China just stopped returning NVIDIA Corp's (NASDAQ:NVDA) calls. After years of being the world's biggest AI-chip growth engine, Beijing has effectively iced out the U.S. semiconductor giant — and Nvidia CEO Jensen Huang isn't sugar-coating it."We went from 95% market share to 0% … we are 100% out of China," he admitted recently, adding that "in all our forecasts, we assume zero for China."Track NVDA stock here.For a market that once represented a major slice of Nvidia's data-center business, that's not a sl ...
Dow Jones Today: Stocks Gain After Major Indexes Snap 5-Session Winning Streaks; Tech, Crypto-Tied Shares Rebound
Investopedia· 2025-12-02 17:00
Live Coverage The Dow Jones Industrial Average, S&P 500, and Nasdaq all closed lower yesterday, ending a run of five consecutive sessions in which all three indexes finished higher. CHARLY TRIBALLEAU / AFP via Getty Images Close Stock futures ticked higher Tuesday, a day after the three major equities indexes ended their runs of five consecutive winning sessions. WTI crude futures, the U.S. oil benchmark, ticked 0.2% lower to $59.20 per barrel, and gold futures fell 1.3% to $4,220 per ounce. Nvidia (NVDA) s ...
Nvidia: A High-Conviction Buy At These Levels (NASDAQ:NVDA)
Seeking Alpha· 2025-12-02 16:53
As a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy writing about these businesses, telling their stories, strategies, and financial details. I use a mix of looking at their finances and writing to give insights into how well companies might do, helping people understand the market better ...
Peter Thiel Sells All His Nvidia Shares and Buys Microsoft and Apple Instead


247Wallst· 2025-12-02 16:51
Billionaire Peter Thiel runs the hedge fund Thiel Macro and is known for playing a significant role in identifying growth stocks. ...
Nvidia CFO says chipmaker yet to finalize $100 billion OpenAI deal
Reuters· 2025-12-02 16:30
Nvidia's agreement with ChatGPT parent OpenAI to invest up to $100 billion in the startup is still not finalized, the chipmaker's chief financial officer Colette Kress said on Tuesday at the UBS Globa... ...