Core Viewpoint - Nvidia stock has remained mostly flat in early trading, consolidating recent gains that have brought the stock to its highest level since early November [1] Group 1 - Nvidia shares were down 0.1% at $192.22 after experiencing a rise [1]

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 ...

As of January 29, 2026, Advanced Micro Devices (AMD) stock has outperformed most of its peers over the last year. Nevertheless, how does it really stack up against competitors that are rapidly growing in the flourishing AI and data-center market? A detailed review shows solid revenue growth and positive free cash flow; however, profitability margins, particularly operating margins, are lagging behind industry frontrunners such as NVIDIA (NVDA) and Broadcom (AVGO).Lisa Su, chairwoman and CEO of Advanced Micr ...

I have been invested in Nvidia ( NVDA ) for so long that I am very calm about the stock's underperformance compared to the S&P 500 Index since my previous bullish call . ThisComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment decisions. My hands-o ...

Core Insights - Nvidia has underperformed compared to the S&P 500 Index since the last bullish call, but the investor remains calm due to a long-term investment perspective [1] - The investor has a background in IT and has been managing a family portfolio for seven years, gaining confidence through fundamental analysis [1] - The investor aims to share insights with the investor community, focusing on clarity and accessibility for all experience levels [1] - The investor's IT background provides a valuable perspective on technology stocks while also exploring diverse sectors for investment opportunities [1] Company and Industry Summary - Nvidia is currently held in a long position by the analyst, indicating a belief in the company's future performance [2] - The article emphasizes the importance of understanding risk and reward in investment decisions, particularly in the technology sector [1] - The investor encourages collaboration and exploration within the market to achieve financial success [1]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 1月30日消息，黄仁勋透露，由于中方仍在决定是否允许进口英伟达的产品组件，因此该公司尚未收到中国客户的H200人工智能芯片订单。 "我希望中方能够允许英伟达销售H200芯片，"他告诉记者："现在决定权在中方手中，他们仍在考虑，我们正在耐心等待。" 黄仁勋表示，他过去几天在访问中会见了客户和官员，但没有收到任何H200芯片的新订单。他补充说，这款芯片"非常适合"中国市场，他的客户非常想 要H200芯片。他还称，H200芯片的美国出口许可证正在最终审批阶段。 彭博社指出，作为目前全球市值最高的公司，英伟达正寻求在全球最大半导体市场中国重振业务。 此前相当长一段时间，从拜登政府到特朗普政府，为围堵打压中国科技发展，美国实施了一系列芯片出口限制措施，且不断收紧。英伟达不想丢失庞大的 中国市场，一直游说特朗普放松管制。 黄仁勋还强调，英伟达在中国的客户也都非常想要H200芯片，我本人很期待中方考虑的结果，并正在耐心等待。 之前有机构给出的消息称，H200允许在中国销售可能会被通过，不过购买的厂商要搭配购买相应 ...

允中 发自 凹非寺 量子位 | 公众号 QbitAI 国产算力基建跑了这么多年，大家最关心的逻辑一直没变：芯片够不够多？ 但对开发者来说，真正扎心的问题其实是： 好不好使？ 如果把AI开发比作做饭，现在的尴尬是—— 国产锅（硬件） 虽然越来越多了，但大部分大厨还是只习惯用那套 进口调料包（生态） 。 这正是当下AI落地最真实的一幕。 模型层繁花似锦，底层却隐忧重重。大家在参数规模上轮番刷新纪录，回过头来却发现，最难摆脱的还是那套已经长进骨子里的开发流程。 △ 图片由AI生成 算力只是敲门砖，真正的胜负手，是那段 算法与硬件之间的"翻译权" 。 其中最关键的一环，正是 高性能算子的开发 。 算子（Kernel），是连接AI算法与计算芯片的"翻译官"：它将算法转化为硬件可执行的指令，决定了AI模型的推理速度、能耗与兼容性。 说白了，如果拿不到这支"翻译笔"，再强悍的国产硬件，也只能像是一座无法与外界沟通的孤岛。 终于，那个让开发者喊了无数次 "天下苦CUDA久矣" 的僵局，现在迎来了一个不一样 的 国产答案 。 KernelCAT：计算加速专家级别的Agent 这几年，AI领域的热闹几乎是肉眼可见的。 模型在密集 ...

Core Insights - Jim Cramer discussed NVIDIA Corporation (NASDAQ:NVDA) in detail, highlighting its recent investment in CoreWeave and dismissing concerns about circular deals as unfounded [2] - NVIDIA's shares have increased by 48% over the past year and by 1.5% year-to-date, indicating strong market performance [2] - Analysts from Needham expressed optimism regarding the partnership with CoreWeave, suggesting it could help develop up to 5GW in capacity [2] Market Analysis - Stifel reiterated a $250 share price target and a Buy rating for NVIDIA, emphasizing potential benefits from H200 sales to China [2] - Recent media reports indicated that the Chinese government has encouraged local tech giants to prepare for purchasing NVIDIA's AI chips, although skepticism remains regarding the government's true intentions [2][3] Skepticism on China Sales - Cramer expressed skepticism about the reliability of reports claiming the Chinese government is supportive of NVIDIA's sales, citing a history of similar narratives involving companies like Bytedance, Alibaba, and Tencent [3] - He noted that while NVIDIA may be undervalued, the current market dynamics do not indicate a shortage, particularly in light of Intel's performance [3]

Nvidia has agreed to invest up to $100 billion in OpenAI, which is planning an initial public offering as soon as this year. ...

128,714,079-$48.139.99%$433.50[ServiceNow][NOW]• Vol: 55,124,570-$12.899.94%$116.73 GPU company with some links to crypto mining.However, that scenario is unlikely. AI demand is not going to disappear overnight. However, what can happen is that AI development could slow down. As a result, Nvidia would slow down too. It needs continuous orders from hyperscalers and AI startups to maintain its momentum and strong margins. If AI slows down and companies are no longer willing to run massive AI models at a loss, ...