Recently, Bank of America Securities analyst Vivek Arya published a research note on the artificial intelligence space, stating that his top picks in the space are NVIDIA and Broadcom, given that accelerated/artificial intelligence server adoption is a generational shift, and that NVIDIA and Broadcom are leaders in it. Currently, the analyst has a "buy" rating on NV...

Nvidia has clearly emerged as a leading AI stock, and while some of the stock’s recent rise can be tied to hype, most of this company’s performance is fundamentals-based. Indeed, despite surging roughly more than three-fold over the past 18 months, this is a stock that still looks reasonably-valued based on its forward-looking prospects.
The data center and professional visualization segments saw remarkable sales growth of over 400% and 100% year-over-year. Addi...

During an Nvidia event last week, Jensen Huang introduced Blackwell, Nvidia’s revolutionary GPU architecture, poised to redefine computing. Named after David Blackwell, this ambitious project marks a significant milestone in Silicon Valley’s history.
Nvidia exceeded Q4 earnings estimates, soaring revenue by 265% to $22.1 billion. The company anticipates 2024 sales of around $24 billion and an implied bottom line of $5.41 per share. Analyst Timothy Arcuri raised Nvi...

Nvidia is the AI chip leader. The company has a vast market share and continues to post the best financial results among the mega-caps. Revenue increased by 265% year-over-year while net income surged by 769% year-over-year in Q4 FY24.
The company’s sequential growth has been decelerating lately, but it’s still impressive. The corporation’s Q4 revenue was 22% higher than its Q3 revenue. Nvidia’s profit margin expansion helps to compensate for a slowdown. The stock also trades at a 38 forw...

The largest publicly traded corporation has made big investments in artificial intelligence and has been gaining market share with Copilot. Microsoft has been applying AI at scale to strengthen its product offerings and attract new customers.
The tech giant has expanded its profit margins despite making big investments in artificial intelligence. Microsoft’s net profit margin exceeded 25% in the second quarter...

Chinese authorities have issued new regulations for procuring foreign processors and operating systems, and analysts warned that Intel and AMD could suffer revenue losses amounting to billions of dollars if their processors are completely banned.
According to a recent report by the Financial Times (FT), China's Ministry of Industry and Information Technology (MIIT) quietly released new PC and server procurement regulat...