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GOOGL "Platform Game" Against NVDA, Price "Reasonable" to A.I. Peers
Youtube· 2025-12-01 20:15
So, we're closing in on 4 trillion market cap for Alphabet Google. This name has continued to make news. It has been an AI leader. We're seeing deals with Meta. Right now, the market cap is 3.815%. So, everybody is watching that 4 trillion mark. We also saw a new price target of 375, up from 330 today. Let me bring in my panel, John Freeman, Ravenswood Partners, and John Buckingham, editor of the Prudent Speculator newsletter. John, what's the latest on what's been going on with Google's Gemini, Gemini 3, I ...
Synopsys: Nvidia Investment Is What I've Been Waiting For (Rating Upgrade)
Seeking Alpha· 2025-12-01 20:08
Synopsys, Inc. ( SNPS ) was once a software darling of the generative AI revolution. The stock has underperformed over the last couple of years in my view due to a previously rich valuation. The company has seenJulian 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 Of Breed Growth ...
英伟达砸20亿入股EDA巨头新思科技,黄仁勋盛赞“巨大扩展机遇”、否认类似OpenAI交易闭环
Hua Er Jie Jian Wen· 2025-12-01 19:25
交易公告显示,新思科技"将使用英伟达的开发者工具套件和代码库,在芯片设计、物理验证和其他EDA流程的应用上展 开合作"。 英伟达又宣布重磅合作,这次是不同于类似投资OpenAI的那种令华尔街担忧的"AI闭环"交易。 美东时间12月1日周一美股盘前,英伟达与电子设计自动化(EDA)领域龙头企业新思科技(Synopsys)宣布达成战略合 作,英伟达将斥资20亿美元入股新思科技。双方将通过多年合作,把英伟达的人工智能(AI)计算技术深度整合到工业 设计与工程领域,重塑从芯片到系统的整个设计流程。 合作公布后,周一新思科技(SNPS)股价大涨,美股盘初一度涨超6.9%,午盘涨幅收窄至5%以内,势将连续三个交易日 收涨,刷新11月3日以来收盘高位,将今年以来的累计跌幅收窄到10%左右。英伟达股价盘初曾跌近1.9%,但随后迅速转 涨并保持涨势,午盘刷新日高时日内涨近1.9%。 上述合作相关的投资将使英伟达成为新思科技的第七大股东,持股比例为2.6%。在近期AI领域频现内部循环性交易引发 市场担忧之际,英伟达CEO黄仁勋明确表示,与新思科技的合作并非排他性协议,也不涉及采购英伟达芯片的条款。换言 之,即使英伟达入股,性质也 ...
Nvidia's stock is almost historically cheap — and that's a good sign for bulls
MarketWatch· 2025-12-01 19:07
History suggests Nvidia's valuation multiple can expand meaningfully from here, according to a BofA analyst. ...
Why NVDA Powered Down After "Blowout" Earnings, GOOGL's Demand Question
Youtube· 2025-12-01 19:00
It's time now for our 360 round. Let's bring in our panel to discuss Nvidia continuing to trade lower today after the October highs and the strong earnings report we saw from the tech giant. Joining us now to discuss more, Austin Lions, the senior analyst at Creative Strategies and Logan Gilland, an analyst at Juul Financial.Thank you both for being with us. You know, we've gotten a series of headlines over Invidia. But let's start with their earnings.I mean, they had arguably blowout earnings. We're now se ...
Nvidia's $2 Billion Synopsys Investment Makes 2025's Top AI Deals (Full List, Ranked)
Forbes· 2025-12-01 18:40
ToplineNvidia on Monday announced a $2 billion investment into Synopsys as part of a broader partnership with the chip software maker, ranking among the largest deals surrounding AI this year, as Wall Street anticipates global spending to accelerate in the coming years. Several multibillion-dollar deals have been announced this year.Getty ImagesKey FactsGlobal annual AI spending is expected to swell to $375 billion by the end of the year before topping $3 trillion annually by 2030, according to projections ...
Top Stock Movers Now: Coinbase, Robinhood, Moderna, Synopsys, and More
Investopedia· 2025-12-01 17:50
Coinbase was among the biggest decliners in the S&P 500 Monday as the price of Bitcoin slumped. Gabby Jones / Bloomberg / Getty Images Close Major U.S. equities indexes lost ground Monday afternoon, as shares of tech and cryptocurrency-related companies pulled back. The S&P 500 and Nasdaq slid about 0.2%, while the Dow dropped 0.4%. Cryptocurrency exchange Coinbase Global (COIN) was one of the biggest decliners in the S&P 500, with shares down about 6% as the price of Bitcoin and other major cryptocurrenci ...
NVIDIA (NVDA)’s Latest AI GPUs Sustain Analyst Optimism
Yahoo Finance· 2025-12-01 17:47
We recently published 10 Best Strong Buy AI Stocks to Invest In.  NVIDIA Corporation (NASDAQ:NVDA)  is one of the best consumer cyclical stocks. NVIDIA Corporation (NASDAQ:NVDA) is the firm that is at the center of the AI wave that’s taken Wall Street by storm. This is because the firm’s GPUs are the latest and most advanced products for computing AI workloads. Consequently, it is the most valuable company in the world. After NVIDIA Corporation (NASDAQ:NVDA) reported its fiscal third quarter earnings on ...
Stock Market Today: Dow Falls; Bitcoin Plays Plunge; Synopsys Jumps On Nvidia Deal (Live Coverage)
Investors· 2025-12-01 17:39
Related news Elon Musk Says These Mag 7 Stocks Not Named Tesla Are Set To Dominate 12/01/2025Elon Musk sees this Mag 7 stock as being "extremely valuable in the future" as AI reshapes the world. BREAKING: Futures Fall; Trump Says He's Made Fed Chief Pick Futures for the Dow Jones Industrial Average and other major stock indexes fell sharply in premarket trading Monday, as Wall Street threatened to give up some of last week's stock market rally. Among the losers, Nvidia (NVDA) and Tesla (TSLA) moved lower on ...
NVIDIA Corporation (NVDA) Discusses Strategic Partnership to Transform Engineering and Design Through AI and Accelerated Computing Transcript
Seeking Alpha· 2025-12-01 17:33
PresentationMylene Mangalindan Good morning, everyone. I'm Mylene Mangalindan with NVIDIA Corporate Communications. Thank you for joining us to discuss the press release we issued today regarding a strategic partnership between NVIDIA and Synopsys to revolutionize engineering and design. With me on the call today are Jensen Huang, Founder and CEO of NVIDIA, and Sassine Ghazi, President and CEO of Synopsys. [Operator Instructions]. As a reminder, this call is being recorded. The content of today's call is N ...