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SLB N.V. (SLB) Deepens Partnership With Nvidia
Yahoo Finance· 2026-03-29 20:17
SLB N.V. (NYSE:SLB) is one of the Good Stocks to Buy Now. On March 25, Reuters reported that SLB N.V. (NYSE:SLB) is deepening its partnership with Nvidia to build out advanced AI infrastructure and models for the energy sector. The report noted that this collaboration targets faster data processing, lower costs and emissions, and new growth avenues in AI-driven services. Reuters noted that SLB and Nvidia first partnered in 2008, when SLB adopted Nvidia’s accelerated computing technology in its workflows ...
I Own Nvidia, Microsoft, and Meta. Here's What I'm Doing With All 3 Right Now.
The Motley Fool· 2026-03-29 20:00
Artificial intelligence (AI) has been a tsunami propelling many tech stocks skyward in recent years, including Microsoft (MSFT 2.51%), Meta Platforms (META 3.91%), and, of course, Nvidia (NVDA 2.13%). The picture has changed in 2026.AI is no longer seen as the tide that raises all boats. There will be losers in the artificial intelligence era, causing many stocks to fall across industries such as cybersecurity and software-as-a-service. On top of that, Wall Street is questioning the justification for massiv ...
Jim Cramer on NVIDIA: “To Me, You’re Only Being Given a Chance to Buy a High-Quality Stock at a Lower Price Than You Normally Expect”
Yahoo Finance· 2026-03-29 19:41
NVIDIA Corporation (NASDAQ:NVDA) was featured on Mad Money as Jim Cramer shared his take on the stock amid a sliding macro environment. Cramer called it the “easiest stock in the world to trade,” as he commented: First, we have to ask, is NVIDIA stock down because of the war? I contend the war has something to do with NVIDIA, but it’s not totally quantifiable. I will posit this: NVIDIA’s a big, big part of the stock market itself, and it’s also the easiest stock in the world to trade. I think it’s going do ...
Did Nvidia Make a $40 Billion Mistake in Fiscal 2026?
The Motley Fool· 2026-03-29 18:47
With a market capitalization around $4.1 trillion (as of March 27), Nvidia (NVDA 2.13%) is by far the world's most valuable company. It's worth $420 billion more than Apple. That difference is roughly equal to the market cap of Chevron.These are massive numbers we're talking about. It's all the direct result of Nvidia shares surging 1,200% in the past five years. The business deservedly gets a lot of praise for its dominant position at the center of the artificial intelligence (AI) boom.However, investors s ...
Nvidia stock sends valuation signal for first time in 13 years
Yahoo Finance· 2026-03-29 17:17
Nvidia (NVDA) stock’s latest selloff just sent an unusual signal, and one which investors haven’t seen in years. After the stark AI-driven selloff in tech stocks, Nvidia effectively broke a 13-year pattern of trading at premium valuations, ahead of the S&P 500. After its recent slide, as per reporting from Barrons’, it’s now trading at nearly 19.7 times forward earnings, just under the S&P 500’s roughly 20.3 times, a steep reversal after years of premium pricing. That shift comes at a time when Nvidia’s ...
Finance experts predict Nvidia's stock price for end of 2026
Finbold· 2026-03-29 16:11
Wall Street analysts and forecasters have offered mixed projections for Nvidia (NASDAQ: NVDA) stock at the end of 2026.Notably, most forecasts center on continued expansion in artificial intelligence infrastructure and the rollout of next-generation platforms such as Blackwell and Rubin. Nvidia’s accelerating data center revenue and leadership in parallel computing also underpin the outlook of most experts. Despite broadly bullish projections, NVDA shares have recently moved in line with broader market sent ...
任泽平带你看前沿科技:2026研学计划
泽平宏观· 2026-03-29 16:06
以下文章来源于泽平宏观商学 ,作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 2025 年 12 月 用心打造最有品质的实战研学。读万卷书,行万里路。把教室搬到世界上最优秀的企业, 请最优秀的企业家和科学家讲课。顺势而为,把握机遇。正心正念,坚持做长期正确的 事! 我们期待与更多的企业家朋友们携手同行,共赴 2026 实战研学之旅! 泽 ZEP 平 INGM 宏 ACR 观 O RE 商 SEAR 学 CH 1-6月日程安排 · 2月27日 北京 国内头部智驾科技企业 人形机器人 年研学安 型 成石 1月4日-11日 洛杉矶、拉斯维加斯、旧金山 CES、英伟达、特斯拉 谷歌、罗宾汉、playground 斯坦福大学、伯克利大学 3月27日-28日 苏州 追觅科技、魔法原子、灵猴机器人 闭门投研会-2026 Al 的中国力量(一) 3月29日 上海 长三角校友会 4月20日-21日 香港 2026 香港 Web3 嘉年华 HashKey、复星财富 5月22日-23日 北京 智谱、头部机器人企业 商业航天 6月26日-27日 in 8 武汉 黑芝麻智能、聚芯微电子 小马智行、晶科电子 ...
Mag 7 beckons to dip-buyers. But no one is jumping in even though Wall Street see US tech beating
Fortune· 2026-03-29 15:09
Every Magnificent 7 stock is now down double digits from its 52-week high, with the group’s losses accelerating as the war in Iran compounds on the already fraught AI trade.Microsoft has been hit the hardest by the drawdown, falling roughly 32% from its October peak, on track for its worst start to a year in its history. Meta is down about 25%, and Alphabet roughly 15% from its closing high last month. Even the darling of the AI trade, Nvidia, and the high-performing Amazon are negative on the year. A Bloom ...
The Iran war turned Mag 7 stocks into dip-buying bait. But no one is jumping in yet even though Wall Street expects U.S. tech to outperform
Yahoo Finance· 2026-03-29 15:09
Every Magnificent Seven stock is now down double digits from its 52-week high, with the group’s losses accelerating as the war in Iran compounds on the already fraught AI trade. Microsoft has been hit hardest by the drawdown, falling roughly 32% from its October peak, on track for its worst start to a year in its history. Meta is down about 25%, and Alphabet roughly 15% from its closing high last month. Even the darling of the AI trade, Nvidia, and high-performing Amazon are negative on the year. A Bloombe ...
AI 进了游戏公司,但还没开始改变游戏丨GDC 现场大讨论
晚点LatePost· 2026-03-29 14:25
兴奋、焦虑,和一步一步到来的现实。 文 丨 高洪浩 编辑 丨 黄俊杰 时隔八个月,比利时游戏公司拉瑞安(Larian)创始人、《博德之门 3》制作人斯文·文克(Swen Vincke)说了同样的一句话,却引发了截然不同的反响。 2025 年 4 月,他在一次采访中提到,团队会在开发中借助生成式 AI 做概念探索和脚本生成, 当时没 有引起波澜。到了 12 月,他再次提起类似的观点,迅速招致玩家和游戏从业者的抨击。 随后,斯文· 文克不得不公开澄清:项目组不会使用生成式 AI 美术,也不会用 AI 写作;他还特别强调,工作室目 前有 72 位艺术家,其中 23 位是概念艺术家,且仍在继续招聘。 反差源于威胁已经是真实的。Google DeepMind 发布世界模型 Genie 3 实验性原型,多家游戏公司的 股价因此恐慌性下跌——引擎公司 Unity 大跌 21%、UGC 游戏平台 Roblox 跌逾 12%。Take-Two 也 下跌了 10%,这家游戏公司正在开发人类史上成本最高的开放世界游戏《侠盗猎车手 6》(GTA 6)。 全球最重要的游戏行业大会,GDC(全球游戏开发者大会)在今年 1 月发布了一份《 ...