NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Most Profitable Stocks of the Last 5 Years. On October 9, Cantor Fitzgerald increased its price target for NVIDIA Corporation (NASDAQ:NVDA) from $240 to $300 while keeping an Overweight rating after meeting with the company’s CEO Jensen Huang, CFO Colette Kress, and other senior executives. The investment firm stressed that the AI market is “not a bubble” and described the market as being in its early stages of a multi-trillion-dollar infrastructure build- ...

Investors are excited about OpenAI’s expansion driving big gains in technology stocks, but a rising number of Wall Street pros fear that the wild pops that add tens of billions of dollars in value in mere minutes are signaling an unhealthy market reminiscent of the dot-com era.Advanced Micro Devices Inc. took this rocket ride on Monday, as the company’s stock soared, briefly boosting its market capitalization by roughly $100 billion at an intraday high, after the chipmaker signed a deal with OpenAI that cou ...

Cerebras CEO Andrew Feldman speaks to the media at the Colovore office in Santa Clara, Calif., on March 12, 2024.Cerebras CEO Andrew Feldman admitted that his artificial intelligence chipmaker made a mistake last week when it didn't immediately explain its decision to withdraw its registration for an IPO.In a LinkedIn post late Sunday, Feldman wrote that the company still wants to go public but has changed significantly since its initial filing a year ago. The company wants to revise parts of its prospectus ...

This company leads in a market that may reach into the trillions of dollars.Artificial intelligence (AI) stocks have helped the S&P 500 roar higher over the past two years -- and the benchmark is extending that gain this year too, heading for a 13% annual increase. But this AI boom may not be a trend that lasts just a few years, and could instead be a theme that offers momentum for quite some time.Why? The earlier stages of the AI boom, and we're still at this point right now, involve building up capacity a ...

Nvidia Corporation ( NVDA ) is a semiconductor and technology leader that designs, develops, and manufactures specialized chips and graphics processing units (GPUs), which are the core of today's computing tasks, and a key technology driving the AI breakthrough.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers b ...

Intel shares have spiked 71% YTD and have far exceeded a wider S&P 500 Index ($SPX) that is up about 12% so far in 2025. INTC stock has ranged from a low of $17.67 to a high of $36.30 in a 52-week window and now is again nearing $36 and is up more than 14% just in the last half-dozen days of trading.Intel is a Santa Clara, California-based global semiconductor leader in a market where its market capitalization is around $150 billion. Central processing units (CPUs) and graphics processing units (GPUs) are a ...

Key Points Advanced Micro Devices is the leader in programmable chips designed for edge devices. AI running on edge devices could unlock a monster growth opportunity for the company's embedded chip business. 10 stocks we like better than Advanced Micro Devices › Graphics processing units (GPUs) are estimated to comprise about half of data center spending. This has propelled the stock of Nvidia to the moon over the past few years. But over the long term, more AI tasks will be processed directly on d ...

Core Insights - Advanced Micro Devices, Inc. (AMD) is recognized as one of the top 15 American tech stocks to invest in currently [1] - The company holds a significant 41% share of the server CPU market and aims to capture a 20% share in the GPU market [2] - AMD forecasts a $500 billion AI-accelerated total addressable market, which is gaining credibility with the rise of AI adoption [3] Market Position and Growth Strategy - AMD plans to launch the MI450 GPU series next year, which is expected to generate substantial revenue [4] - The company is focused on seamless integration of new products into customer infrastructures, indicating a strategic approach to market expansion [4] Industry Context - AMD specializes in GPUs, microprocessors, and high-performance computing solutions, serving diverse markets including gaming, data centers, and AI [4]

Group 1 - Navitas Semiconductor (NASDAQ: NVTS) stock has increased approximately 98% year to date in 2025 [1] - The stock's rise is linked to the announcement that Navitas will supply power chips for Nvidia's next-generation data center technologies expected in 2027, enhancing efficiency for hardware using Nvidia's GPUs [2] - Despite the recent gains, Navitas stock is down about 45% from its IPO price of $12.80 per share in October 2021 [4] Group 2 - An initial investment of $12,800 for 1,000 shares at the IPO price would now be worth just over $7,030 due to subsequent declines [5] - The company's recent positive results and partnerships may indicate potential for long-term performance, but the stock's history since the IPO reflects inherent investment risks [6] - The Motley Fool Stock Advisor has identified 10 stocks they believe are better investment opportunities than Navitas Semiconductor [7]

Group 1: AI Chip Stocks - Billionaire Philippe Laffont increased his stakes in Nvidia by 34% and Broadcom by 58%, with Nvidia now representing 5% and Broadcom 4.3% of his portfolio [4][5] - Nvidia is expected to benefit from a surge in AI infrastructure spending, projected to rise from $600 billion to $4 trillion by the end of the decade, solidifying its position as a leader in AI chip production [5] - Broadcom is gaining traction by designing custom AI chips, appealing to customers who seek alternatives to Nvidia's GPUs for specific tasks, despite the latter's flexibility [6][7] Group 2: TSMC Investment - Billionaire Stanley Druckenmiller increased his position in Taiwan Semiconductor Manufacturing Company (TSMC) by 28%, making it 4.3% of his portfolio [9] - TSMC is the only foundry capable of producing advanced chips at scale with a high yield rate, establishing strong partnerships with chipmakers and significant pricing power [10] - The growing demand for AI chips and potential in emerging sectors like robotaxis and quantum computing positions TSMC as a long-term winner [10] Group 3: Amazon and Alphabet - Investor Bill Ackman made a new investment in Amazon, which now constitutes over 9% of his portfolio, and increased his stake in Alphabet to 15% [11] - Both Amazon and Alphabet are leaders in cloud computing, experiencing high demand for their services and developing custom AI chips to enhance performance and reduce costs [12] - Amazon utilizes AI to optimize its e-commerce operations, while Alphabet leverages AI to enhance its search business, positioning both companies as long-term winners in the AI space [13][14][15]