Key Points Nvidia's GPUs are the gold standard for training and running AI programs. The company says it has $500 billion in orders through the end of 2026. Nvidia's top customers are among those working on alternative chip designs. 10 stocks we like better than Nvidia › The artificial intelligence (AI) buildout would look much different without Nvidia (NASDAQ: NVDA). Its graphics processing units (GPUs) have become the gold standard for training and running AI products, and major companies have ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing secure, high-speed connectivity solutions that deliver improved reliability and energy efficiency, has released its 2025 Environmental, Social, and Governance (ESG) Report. The report outlines Credo's progress across key ESG priorities and highlights how these efforts support responsible growth and long-term value creation. Credo's approach to ESG is rooted in strong oversight, a culture o ...

Core Insights - Nvidia has experienced a remarkable growth of nearly 23,000% over the past decade, primarily driven by its focus on artificial intelligence (AI) [1][2] - The company is well-positioned to continue its growth trajectory, potentially enabling investors to build substantial portfolios over the long term [2] Nvidia's Success Factors - Nvidia's chips are dominant in AI model training and are essential for real-world applications, despite competition from Alphabet's Tensor Processing Units (TPUs) [3] - The company is expanding into various sectors such as healthcare, automotive, and telecommunications, developing AI platforms for specific industry applications like autonomous driving [4] - Nvidia's growth is supported by high-profile partnerships, including a recent deal with Groq, which is expected to enhance growth through a licensing agreement for inference technology [5][6] Competitive Landscape - Traditional competitors like Advanced Micro Devices (AMD) are aggressively entering the AI chip market, while companies like Amazon are gaining popularity among retail investors [8] - Concerns exist regarding Nvidia's ability to maintain its market position against these competitors, particularly if alternative data center models gain traction [9] Financial Performance and Market Sentiment - Approximately 90% of Nvidia's second-quarter revenue is linked to AI infrastructure demand, indicating a strong reliance on this sector [10] - The company's innovative capabilities and strong market position may allow it to capitalize on emerging trends, with 97% of investors rating NVDA shares as a 'Buy' [10] - Nvidia's potential for long-term growth remains significant, contingent on its commitment to innovation as emphasized by CEO Jensen Huang [11]

The United States has granted an annual licence allowing Samsung Electronics and SK Hynix to import US chipmaking equipment to their China facilities for 2026. The development provides temporary relie... ...

Core Insights - The article discusses the potential for a Santa Claus Rally in the stock market, particularly focusing on technology stocks that are well-positioned for growth as the year ends [1][2]. Technology Sector - Strong momentum in the technology sector is driven by AI infrastructure, cloud computing, and GPU demand, with companies like NVIDIA, Sandisk, and Ciena identified as key players [3][4]. - NVIDIA is highlighted as a leader in AI and accelerated computing, benefiting from high demand for its GPUs, particularly for generative AI applications [4][8]. - Sandisk is positioned to capitalize on the growing demand for AI-driven storage solutions, with a projected earnings growth of 321% for fiscal 2026 [9][10]. - Ciena is experiencing growth in optical networking due to increased data traffic from AI workloads, with a target total addressable market of $13 billion by 2028 [11][12]. Company Performance - NVIDIA's current-year earnings estimate has increased by 4.2% to $4.65, with a stock gain of 4.5% in the past month, and it holds a Zacks Rank 1 (Strong Buy) [5][8]. - Sandisk's fiscal 2026 earnings estimate has been revised upward by 99.5% to $12.59, with shares surging 16.1% in the past month, also holding a Zacks Rank 1 [10]. - Ciena's fiscal 2026 earnings estimate is $5.15, indicating a 95% year-over-year growth, with a 20% stock gain in the past month and a Zacks Rank 1 [12]. Market Outlook - The article suggests that if seasonal tailwinds materialize, these technology stocks are technically positioned to benefit, making them worth monitoring as the market approaches the end of the year [13].

Key Points CoreWeave operates on the pick-and-shovel side of the AI opportunity, supplying cloud computing services for enterprise clients. The company's low margins and high expenses could increase its long-term risk. 10 stocks we like better than CoreWeave › Generative AI is one of the most explosive tech megatrends in recent memory, promising to change the way people live and do business. But that doesn't mean every AI company will be a long-term winner. Based on the challenges that cloud infrast ...

Group 1: Oracle's Financial Performance and Market Reaction - Oracle's shares declined after missing Q2 revenue and earnings projections for fiscal year 2026, raising concerns about an AI bubble [1] - The company raised $18 billion in bond sales to finance its AI ambitions, leading to investor concerns about the increasing debt [2] - If Oracle's stock continues to decline, traders can utilize inverse ETFs like Direxion Daily ORCL Bear 1X ETFs to take bearish positions [3] Group 2: Broader AI Market Dynamics - Despite Oracle's challenges, Broadcom reported a 28% year-over-year revenue increase in Q4 for fiscal year 2025, indicating ongoing strength in the AI sector [4] - Broadcom's AI semiconductor revenue surged by 74% year-over-year, with expectations to double to $8.2 billion in Q1 2026 [5] - Traders can consider bullish positions in Broadcom through Direxion Daily AVGO Bull 2X ETFs, as well as broader tech sector bullishness via Direxion Daily Technology Bull 3X ETF [5]

All right, let's bring in our first guest. That's going to be Kevin Green, senior markets correspondent here, going to join us to help us set up the action today. Another quiet day of consolidation here, KG, in markets.Uh what are your expectations for the day. >> Probably see another consolidation day. Uh Tom, obviously we are in that holiday swing when it comes to the markets and low volume, low liquidity can also create maybe some compression in price here.Now, keep your eye out on the technology sector. ...

Core Insights - The discussion centers around the impact of AI on productivity and economic growth, with a focus on the expectations for 2026 and the implications for corporate earnings and stock prices [1][2][3] Group 1: AI and Productivity - AI is seen as a key driver of productivity, allowing for economic growth without significant inflationary pressures, which is favorable for central bankers [1][2] - Fed Chair Jerome Powell has acknowledged that AI usage is likely increasing productivity, with GDP growth expectations for 2026 raised to 2.3% from 1.8% [2] - The Fed has also lowered its inflation expectations for next year to 2.4% from 2.6%, indicating a belief that productivity gains from AI can coexist with moderate inflation [2] Group 2: Corporate Earnings and Stock Market - The estimated earnings per share for the S&P 500 in 2024 is projected to be $3922, which would set a new record [1][3] - Concerns about high valuations in the stock market are countered by the expectation of record corporate profits, suggesting that high stock prices may be justified [3][4] - Companies are focusing on increasing revenue per employee rather than hiring more staff, which could lead to significant outperformance for those that can effectively leverage AI [2][3] Group 3: Micron Technology - Micron has seen its stock price triple this year, driven by demand for its DRAM products, particularly for AI data centers [2][3] - The company has announced it will no longer produce memory chips for the consumer segment due to high demand from AI applications, indicating a shift in focus [2] - Micron's stock is considered vulnerable to price fluctuations based on memory chip prices, which could impact its future performance [3]

2026 国产替代加速 2025年8月底，AI芯片厂商寒武纪盘中股价超过贵州茅台，成为A股股价最高的个股。多年以后当人们 回顾芯片国产替代的历程时，这将是难忘的一刻。 高高昂起的股价，代表的是整个市场对国产芯片崛起的期望。来到年末，更多AI芯片站在上市的关 口。摩尔线程、沐曦股份率先登陆科创板，上市首日，摩尔线程股价涨超4倍，"中一签最高浮盈近40万 元"的沐曦则刷新了近十年A股上市首日单签盈利纪录。壁仞科技、天数智芯也在冲刺港股上市。 资本市场对国产替代的期望有现实基础。一方面是数据中心AI芯片进口长期存在不确定性，国内的云 或数据中心厂商难以获得最先进的AI芯片。另一方面，基于市场充分竞争的考虑，市场也希望有两家 以上的国产AI芯片厂商能"跑出来"，提供更多元的选择。 此前DeepSeek火遍全球，带动AI应用遍地开花，已改变了AI计算需求的结构，给国产芯片带来机遇。 其背后，更多计算需求从训练走向推理，推理对芯片性能的要求相对较低，国产芯片可以满足需求。互 联网厂商中，腾讯9月表示，腾讯云已全面适配主流国产芯片。 可以展望，接下来随着更多AI应用落地，AI推理需求还会继续增长。可能会有更多数据中心和云厂 ...