Yahoo Finance • 5 hours ago

NVIDIA Corporation (NVDA) Price Target Raised as Analysts Reaffirm Buy Amid AI Market Growth

NVIDIA Corporation (NASDAQ:NVDA) is one of the best augmented reality stocks to buy right now. On November 25, Bank of America reiterated a positive outlook on NVIDIA Corporation (NASDAQ:NVDA) even as it faces stiff competition in the arti... Full story

Yahoo Finance • 5 hours ago

Amazon.com, Inc. (AMZN): A Bull Case Theory

We came across a bullish thesis on Amazon.com, Inc. on Capitalist Letter’s Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on AMZN. Amazon.com, Inc.'s share was trading at $233.88 as of December 1st. AMZN’s tra... Full story

Yahoo Finance • 5 hours ago

Amkor Technology, Inc. (AMKR): A Bull Case Theory

We came across a bullish thesis on Amkor Technology, Inc. on SixSigmaCapital: Navigating the Financial Markets’s Substack by SixSigmaCapital and Michel. In this article, we will summarize the bulls’ thesis on AMKR. Amkor Technology, Inc.'s... Full story

Yahoo Finance • 7 hours ago

China's Nvidia-like Moore Threads set for trading debut after $1.1 billion IPO

SHANGHAI/BEIJING, Dec 5 (Reuters) - Moore Threads Technology Co, dubbed by analysts as "China's Nvidia", is expected to make a strong market debut in Shanghai on Friday, ​on bets that the U.S.-blacklisted startup will benefit from Beijing'... Full story

Yahoo Finance • 8 hours ago

Stock market today: Dow, S&P 500, Nasdaq futures trade flat as Fed-favored inflation data looms

US stock futures were largely steady Thursday night as Wall Street looked ahead to a fresh read on inflation that could shape the Federal Reserve’s next policy move. Contracts tied to the Dow Jones Industrial Average (YM=F) and S&P 500 (E... Full story

Yahoo Finance • 9 hours ago

Here's Why Aehr Test Systems Stock Slumped in November

Key Points Market sentiment turned negative for AI-related stocks in November. Aehr keeps signing orders with leading AI players. Aehr's end markets appear to be strengthening and the company is building momentum in its orders. 10 stock... Full story

Yahoo Finance • 10 hours ago

How Nvidia is outperforming AI competition with a lower valuation

Nvidia's (NVDA) valuation remains lower than other top AI players, so how is the chipmaker continuing to outperform its competition? Argent Capital Management Portfolio Manager Jed Ellerbroek explains why this is happening with Nvidia and... Full story

Yahoo Finance • 10 hours ago

Earnings live: Ulta stock pops, HPE falls with guidance in focus

The third quarter earnings season is winding down, and only a handful of major companies have yet to report results. So far, the Q3 earnings season has shown largely solid results. As of Nov. 21, 95% of S&P 500 companies have reported, ac... Full story

Yahoo Finance • 10 hours ago

Earnings live: Ulta stock pops, HPE falls with guidance in focus, UiPath stock skyrockets

The third quarter earnings season is winding down, and only a handful of major companies have yet to report results. So far, the Q3 earnings season has shown largely solid results. As of Nov. 21, 95% of S&P 500 companies have reported, ac... Full story

Yahoo Finance • 11 hours ago

Anthropic Just Deepened Its Partnership With Nvidia. Could This Push Nvidia Toward Its Next Trillion-Dollar Milestone?

Key Points Anthropic agreed to purchase $30 billion of computing capacity from Microsoft. Microsoft relies heavily on Nvidia's GPUs for its data center capacity. Anthropic will leverage Nvidia's Grace Blackwell and Vera Rubin GPUs.10 stoc... Full story

Yahoo Finance • 11 hours ago

Prediction: In 5 Years, Many Artificial Intelligence (AI) Investors Will Regret Not Doing This

Key Points Artificial intelligence (AI) stocks are trading at incredibly high valuations, and they could be due for significant corrections. Simply looking for stocks that are trading at low earnings multiples may not be enough to protect... Full story

Yahoo Finance • 11 hours ago

Why AI infrastructure is 'unprecedented' compared to cloud buildout

Argent Capital Management Portfolio Manager Jed Ellerbroek sits down with Josh Lipton in the Market Domination studio to lay out why investors may be growing increasingly nervous about the buildout of AI infrastructure, especially in compa... Full story

Yahoo Finance • 11 hours ago

Tech Voices: Meta's metaverse cuts, Senators vs. China chip sales

[Mobile display with logo of Facebook, WhatsApp and Instagram apps in hand against blurred META logotype on white monitor] Kira-Yan _Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector... Full story

Yahoo Finance • 12 hours ago

Billionaire Philippe Laffont Is Selling CoreWeave and Buying This Unstoppable Artificial Intelligence (AI) Stock Instead

Key Points CoreWeave has benefitted from a close relationship with Nvidia. Its business took a hit recently amid fears of an AI bubble and a disappointing revenue outlook. Coatue's latest purchase is seeing excellent momentum, driven by i... Full story

Yahoo Finance • 12 hours ago

Fanuc teams with Nvidia to integrate AI into factories

[Nvidia Corporation building in Taipei, Taiwan.] BING-JHEN HONG * Japanese industrial machinery company Fanuc (OTCPK:FANUY [https://seekingalpha.com/symbol/FANUY]) announced earlier this month it was teaming with Nvidia (NVDA [https://s... Full story

Yahoo Finance • 12 hours ago

US senators seek to block Nvidia sales of advanced chips to China

Nvidia would be blocked from selling advanced chips to China under a bipartisan bill that US senators introduced on Thursday as part of an PREMIUM Upgrade to read this Financial Times article and get so much more. A Silver or Gold subsc... Full story

Yahoo Finance • 12 hours ago

Nvidia Faces Challenge of Deploying Rapidly Growing Cash Pile

This article first appeared on GuruFocus. Nvidia (NVDA, Financials) is amassing a lot of cash, but it's not able to use it all right away. The company's cash and short-term investments reached $60.6 billion at the end of October, thanks t... Full story

Yahoo Finance • 13 hours ago

Prediction: This Will Be the World's Largest Company By Year-End 2026 (Hint: It's Not Nvidia)

Key Points Alphabet is the world's most profitable tech company, but only the third-largest by market cap. Its also the cheapest megacap tech stock on a trailing P/E basis. The company's vertically integrated AI stack gives it an advanta... Full story

Yahoo Finance • 13 hours ago

The $8 Trillion AI Mirage: IBM Says The Math Just Doesn't Work

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Everyone on Wall Street is busy celebrating the AI supercycle — until you try the math. This week, IBM(NYSE:IBM) CEO Arvind Krishna dropp... Full story

Yahoo Finance • 13 hours ago

Stock Market Today: Nasdaq Up A Bit; Dollar General Breaks Out, Robinhood Retakes Key Level (Live Coverage)

Stock Market Today: Small caps led the upside and the Nasdaq edged up Thursday on surprise weekly jobless claims. Dollar General and AppLovin broke out. Continue Reading... Full story