Core Viewpoint - Seaport Global Securities has reaffirmed a Sell rating on NVIDIA, maintaining a price target of $140, citing increasing competitive pressures and financial risks associated with the company's market defense strategies [1] Financial Analysis - NVIDIA is increasingly relying on various sales and financing mechanisms to combat rising competition, with many of these actions not fully reflected in reported financials, likely to become more significant in the upcoming year [2] - The existing $26 billion in cloud compute service agreements, viewed as support for R&D and DGX platforms, may effectively act as rebates, potentially pressuring gross margins by approximately 400 basis points next year, equating to a reduction of at least $0.30 per share in earnings [2] Competitive Landscape - Google's success in promoting third-party workloads on its TPUs, which show performance advantages over NVIDIA systems in specific use cases, is highlighted as a growing competitive threat [3] - NVIDIA's substantial balance-sheet commitments include $6 billion invested in private companies this year and $17 billion in outstanding commitments, including $5 billion to Intel, with a potential agreement with OpenAI that could add up to $100 billion more [3] Operational Insights - A notable increase in NVIDIA's working capital during the quarter is reported, with management attributing this to strong demand; however, Seaport interprets part of this rise as NVIDIA assisting its manufacturing partners with cash-flow needs [4] - Despite strong reported results, the competitive and financial pressures justify a bearish stance on NVIDIA's stock [4]

Core Viewpoint - BofA Securities raised its price target on Broadcom to $460 from $400 while maintaining a Buy rating, indicating strong confidence in the company's growth prospects driven by rising TPU adoption [1]. Group 1: Price Target and Rating - BofA Securities increased Broadcom's price target to $460 from $400 and maintained a Buy rating [1]. - The valuation basis was lifted to 33x CY27E, remaining within the historical range of 11x–40x [3]. Group 2: TPU Market Analysis - Rising TPU adoption is seen as a significant positive for Broadcom, which is a core design partner [2]. - BofA estimated that TPU average selling prices (ASPs) could increase from $5,000–$6,000 to $12,000–$15,000 by calendar 2026 [2]. - Unit sales of TPUs are projected to grow from approximately 2 million in CY2025 to over 3 million in CY2026, with potential upside reaching 3.6–3.8 million units depending on demand [2]. Group 3: Financial Estimates - Slight reductions were noted in Broadcom's margin assumptions due to an increased compute/ASIC mix, but earnings per share (EPS) estimates were mostly unchanged [3].

Good Monday morning on Wall Street. I'm Yahoo Finance executive editor Brian Sazy and this is Opening Bid. We have a little bit of everything for you today in the markets from a renewed flight out of Bitcoin to surprisingly solid sales results from retailers to kick off the holiday shopping season. We do have a lot of AI chips like Nvidia, Broadcom and Palunteer, AMD all down more than 1% with Broadcom bordering that down 2% line and Palunteer also down 2%. But also the Mag 7 seeing some downward momentum f ...

BREAKING: Trillion-Dollar Club Now Boasts 11 Stocks Taiwan Semiconductor, Gold And Silver Play Lead 5 Stocks Near Buy Points Get market updates, educational videos, webinars, and stock analysis. 11/29/2025AI chip competitors all rely one one company. Get Started 11/29/2025AI chip competitors all rely one one company. INVESTING RESOURCES Take a Trial Today The silver price futures contract surged nearly 2% and the copper price rose 1% on Monday morning, according the CME Group, while gold also shined, though ...

24/7 Wall St. Quick Read Nvidia (NVDA) invested $2B in Synopsys  (SNPS) to strengthen its chip development supply chain despite growing scrutiny over circular financing allegations. Michael Burry argues Nvidia mirrors Cisco during the dot-com bubble rather than Enron, and warns of a looming capex apocalypse. Hyperscalers extended GPU depreciation to four to six years despite Nvidia’s 12 to 18 month refresh cycles and this understates sector depreciation by $176B from 2026 to 2028. Some investors ge ...

It's the tool by which a chip is designed but also validated. So before you send a chip through the Fab Four to be manufactured, you test that actually the design is going to work. And it's really interesting because synopsis is a supplier to India.They use that software platform and the stock was up 5%. Nvidia bought these shares at $414.79%. It's now up near $440.The sense taking between two and 3%. The company replicating a playbook that you and I have discussed within video a couple of times this year. ...

It's the tool by which a chip is designed but also validated. So before you send a chip through the Fab Four to be manufactured, you test that actually the design is going to work. And it's really interesting because synopsis is a supplier to India.They use that software platform and the stock was up 5%. Nvidia bought these shares at $414.79%. It's now up near $440.The sense taking between two and 3%. The company replicating a playbook that you and I have discussed within video a couple of times this year. ...

Meta Platforms Inc (NASDAQ:META) just suffered its fourth straight losing month, slipping 1.6% in November and leaving investors wondering if the AI trade has run out of steam. But beneath the red ink sits a narrative the bulls won't shut up about: Meta's stock is falling because its AI ambition is exploding.Track META stock here.META’s Losing Streak Tests Wall Street's NervesMeta is still up more than 9% over the past year, but the stock remains well below its 52-week high of $796 after months of relentles ...

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tungtaechit / Shutterstock.com This article will be updated throughout the day, so check back often for more daily updates. The Vanguard S&P 500 ETF (NYSEMKT: VOO) gained 3% over the final, holiday-shortened, three-and-a-half-day-long trading week last week, but as December trading opens on Monday the momentum seems spent. Shares of the ETF look set to open down 0.7%, as Wall Street adopts a "risk-off" posture -- and Bitcoin is falling 6% to less than $86,000. Rival cryptocurrencies Ethereum and Solana ...