Key Takeaways Investors look to 2026's AI boom by combining NVIDIA and Palantir for a balanced approach. NVDA posted surging Q3 revenues driven by demand for Blackwell chips and sold-out cloud GPUs. PLTR grew commercial and government revenues sharply as adoption of its AI Platform lifted results.As we approach 2026, investors might be wondering how to capitalize on the next artificial intelligence (AI) boom. The best strategy is to invest in both NVIDIA Corporation (NVDA) and Palantir Technologies Inc. (PL ...

I had identified Nvidia Corporation ( NVDA ) as a core holding within the semis group in mid-July, but refrained from a buy given the speed of rebound and valuations. I was wary of fresh capital deploymentI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model v ...

英伟达美东时间2日周二披露了与法国人工智能（AI）初创公司Mistral AI合作取得的重大突破。通过采用英伟达的最新芯片技术，Mistral AI开源模型家族的 新成员在性能、效率和部署灵活性上实现跨越式提升。 这一合作成果的核心是，Mistral Large 3这一大型模型在英伟达GB200 NVL72系统上实现了相比前代H200芯片10倍的性能提升。这种性能飞跃转化为更好的 用户体验、更低的单次响应成本以及更高的能源效率。该模型在每兆瓦（MW）能耗下可实现每秒超过500万个token的处理速度。 除大型模型外，名为Ministral 3的小型模型系列也针对英伟达边缘平台进行了优化，可在RTX PC、笔记本电脑和Jetson设备上运行。这使得企业能够在云端 到边缘的任何场景部署人工智能应用，无需依赖持续的网络连接。 Mistral AI周二发布的新模型家族包括一个大型前沿模型和九个小模型，均可通过Hugging Face等开源平台和主流云服务商获取。业内人士认为，这一系列发 布标志着开源AI进入"分布式智能"新阶段，弥合了研究突破与实际应用之间的差距。 GB200系统助力大模型性能突破 Mistral L ...

Michael Burry of "The Big Short" fame is bearish on artificial intelligence (AI) stocks.Michael Burry is not your typical hedge fund manager. He did not go to business school, nor did he complete a traditional analyst program at an investment bank. Rather, Burry's background is in medicine -- completing an MD at Vanderbilt University and previously working as a neurology assistant at Stanford.Burry eventually took to the capital markets and started his own investment firm. He is primarily known for being on ...

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 ...

Hi, I'm James Coomer. I'm senior vice president of products and I work for DDN. Here we're at supercomputing 2025.We're at the DDN booth where we're talking to customers who are consuming massive scale AI about how we can help them be more productive. So, how are GPUs being constrained in average environments today. And really the big challenge is data.And actually we sometimes call artificial intelligence data intelligence at DDN because it's really about how we turn data as a source code into applications ...

We're back on [music] Morning Trade Live. Crowd Strike will be in focus after the close today when the company reports earnings this afternoon. Analysts are expecting adjusted EPS to come in at 94 cents for the quarter on revenue just above $1.2% billion.Shares are up more than 45% this year. Let's go inside out on Crowd Strike ahead of earnings. Joining us now is Nathaniel Bradley, the CEO of Datava AI.Thanks so much for your time, Nathaniel. talk us through what your expectations are for Crowd Strike's ea ...

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 ...

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 ...

Hey there, Carl. So AWS CEO Matt Garmin is on stage now unveiling major upgrades across the Amazon AI stack. Now let's start with what's increasingly become the deciding factor in both the cloud and AI wars.Those in-house chips AWS is rolling out its new tranium 3 chips. The headline here is performance and price. Roughly four times the compute, memory bandwidth, and energy efficiency of the prior generation.So customers can train much larger models faster and at a lower cost. Big users like Anthropic are a ...