4kodiak/iStock Unreleased via Getty Images Listen below or on the go on Apple Podcasts and Spotify OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29) This is an abridged transcript of the podcast: Our top story so far, OpenAI (OPENAI) announced on Monday that it has signed a deal with Amazon (AMZN) Web Services worth $38 billion to help supply it with "hundreds of thous ...

NVIDIA makes up what percentage of your portfolio? ...

Core Viewpoint - Nvidia shares received a significant boost as Loop Capital Markets raised its price target to $350, indicating a potential upside of about 65% from the current price of $211, which would value the company at over $8.5 trillion [1][3]. Group 1: Market Outlook - The bullish sentiment is driven by increasing demand for Nvidia's Blackwell GPUs, with expectations that GPU shipments will double in the next 12 to 15 months, potentially reaching 2.1 million units by early 2026 [3][4]. - Nvidia is recognized as the leader in the AI processor industry, with demand for GPU chips expected to outstrip supply through 2026, reinforcing its dominant market position [4][6]. Group 2: Growth Catalysts - The upcoming Blackwell chip cycle is anticipated to be a major growth driver for Nvidia, with analysts describing it as the beginning of a new "Golden Wave" in AI adoption [5][6]. - Nvidia has secured over $500 billion in Blackwell chip orders through 2026, indicating strong market confidence and expansion beyond hyperscale data centers into new applications [6]. Group 3: Investor Sentiment - Investors are closely monitoring Nvidia's Q3 earnings report scheduled for November 19, as it will provide insights into the company's ability to sustain its rapid growth amid a global AI investment surge [7].

But Peter Andersen, founder of Andersen Capital Management, said: “What’s creeping in is this narrative about AI and when business plans will be demonstrated to guide investors about when they will see profits from the AI investments.”“Those companies are leading the way and capturing almost all the value in AI. They are able to secure the infrastructure required to serve their customers and are all seeing a positive inflection point in demand.”Gil Luria, of wealth managers D.A. Davidson, told CNBC: “The ma ...

Investors are betting that trend could hold again. On Monday, the Nasdaq Composite rose 0.6% as traders piled back into artificial intelligence stocks after a wave of major AI announcements. The S&P 500 added 0.2%. The Dow Jones Industrial Average slipped 157 points, or 0.3%, pressured by a fall in UnitedHealth. Tech giants led the charge. Amazon surged 4% after announcing a $38 billion deal with OpenAI to expand its AI infrastructure using Nvidia shares extended gains after Microsoft secured Trump adminis ...

Key Points Nvidia recently announced a slew of important deals and sales agreements that should ensure that its high revenues continue for a long time. The market has high expectations for its upcoming earnings report, but the GPU leader tends to beat expectations. Nvidia stock trades at a high valuation, but investors are willing to pay a premium due to the scale of its opportunities. 10 stocks we like better than Nvidia › It was only July when Nvidia (NASDAQ: NVDA) smashed through the $4 trilli ...

BREAKING: Futures Fall On Earnings MoversNvidia (NVDA) recently became the first company to reach a $5 trillion market cap, now accounting for nearly 9% of the total market capitalization of the S&P 500.Let's look at a call ratio spread trade in options for Nvidia stock.While Nvidia stock remains red-hot, entering a new position at current levels is challenging. Nvidia is well outside a proper buy zone after its breakout in late September.However, by using options, traders can create unique payoff structure ...

Company Overview - Lambda Inc. announced a multibillion-dollar deal with Microsoft for AI infrastructure utilizing tens of thousands of Nvidia chips [1][2] - The specific dollar amount of the deal was not disclosed [3] Industry Insights - The agreement is a response to the increasing consumer demand for AI-powered services, such as chatbots and assistants [2] - CEO Stephen Balaban highlighted that the industry is experiencing significant growth, describing it as "probably the largest technology buildout that we've ever seen" [2] - The partnership between Lambda and Microsoft continues a long-term relationship that dates back to 2018 [2]

The U.S. stock market is navigating a mixed trading session on Monday, November 3rd, 2025, with a clear divergence between the surging artificial intelligence (AI) sector and a broader market experiencing widespread declines. As midday trading progresses, major indexes reflect this dynamic, while investors keenly await crucial economic data and a flurry of corporate earnings reports. The overarching sentiment remains cautiously optimistic, buoyed by strong performance in tech and easing trade tensions, but ...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. The S & P 500 was flat Monday. The tech-heavy Nasdaq advanced on another rally in shares of Amazon , which secured a $38 billion cloud commitment from OpenAI. The deal was a good omen for Jim Cramer, who opposes the narrative that investors should get out of "Magnificent Seven" stocks because the market is too heavily concentrated in the cohort. "I feel good ...