$NVIDIA(NVDA.US$ stock price target raised to $144 from $116 by Morgan Stanley analysts.
Morgan Stanley maintains an Overweight rating on NVDA stock.
Positive data points from Taiwan and China trips bolster Morgan Stanley's confidence in NVDA.
Surge in H20 builds and demand alleviates concerns about a pre-Blackwell pause.
Demand side indications remain robust for Hopper, as H100 transitions to H200.
Analysts confident in strong sales...
Morgan Stanley maintains an Overweight rating on NVDA stock.
Positive data points from Taiwan and China trips bolster Morgan Stanley's confidence in NVDA.
Surge in H20 builds and demand alleviates concerns about a pre-Blackwell pause.
Demand side indications remain robust for Hopper, as H100 transitions to H200.
Analysts confident in strong sales...
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Global ad spending growth is expected to accelerate to 7.8% YoY this year to just under $1 trillion, according to Group M, which boosted its annual forecast growth by 280 bp on strength in China and the US.
$Alphabet-C(GOOG.US$ $Meta Platforms(META.US$ $Amazon(AMZN.US$ $The Trade Desk(TTD.US$ $Roku Inc(ROKU.US$
$Alphabet-C(GOOG.US$ $Meta Platforms(META.US$ $Amazon(AMZN.US$ $The Trade Desk(TTD.US$ $Roku Inc(ROKU.US$
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$Bank of America(BAC.US$ reiterated its “buy” rating for $NVIDIA(NVDA.US$ shares. The firm also has a $150 price target set for NVDA stock.
Here’s what Bank of America has to say about Nvidia as it adds the company’s shares to its Best of Breed list today:
“BoB [best-of-breed] stocks have strong management, balance sheets, EPS growth, cash flow; the highest quality companies generate the best relative returns long term and protect a...
Here’s what Bank of America has to say about Nvidia as it adds the company’s shares to its Best of Breed list today:
“BoB [best-of-breed] stocks have strong management, balance sheets, EPS growth, cash flow; the highest quality companies generate the best relative returns long term and protect a...
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I. $Micron Technology(MU.US$
Sanjay Mehrotra's Selling Activity:
Timeframe: January to June
Shares Sold: 457,280 shares
Cash Received: $52 million
Average Price: $113.65 per share
Share Price Movement: Micron's share price has surged nearly 64% this year, with Mehrotra's selling price rising from around 82 at the start of the year to approximately 152 in mid-June.
Comparison to Last Year: Mehrotra's selling volume and proceeds have increased si...
Sanjay Mehrotra's Selling Activity:
Timeframe: January to June
Shares Sold: 457,280 shares
Cash Received: $52 million
Average Price: $113.65 per share
Share Price Movement: Micron's share price has surged nearly 64% this year, with Mehrotra's selling price rising from around 82 at the start of the year to approximately 152 in mid-June.
Comparison to Last Year: Mehrotra's selling volume and proceeds have increased si...
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$NVIDIA(NVDA.US$
I. Details of the Sale
Timeframe: From June 13th to 21st
Shares Sold: A total of 720,000 NVIDIA shares were sold
Amount Cashed Out: Reaching a total of $94.6 million
Average Price: At an average price of $131.44 per share
II. Remaining Shares for Sale
Jensen Huang has the option to sell an additional 5.28 million NVIDIA shares by March 2025.
III. Huang's Stock Holdings
Personal Account: Holds 80.7 million s...
I. Details of the Sale
Timeframe: From June 13th to 21st
Shares Sold: A total of 720,000 NVIDIA shares were sold
Amount Cashed Out: Reaching a total of $94.6 million
Average Price: At an average price of $131.44 per share
II. Remaining Shares for Sale
Jensen Huang has the option to sell an additional 5.28 million NVIDIA shares by March 2025.
III. Huang's Stock Holdings
Personal Account: Holds 80.7 million s...
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$Taiwan Semiconductor(TSM.US$
As Taiwan Semiconductor Manufacturing Company (TSMC) approaches the "trillion club" milestone, Wall Street's major brokerages, including Goldman Sachs and JPMorgan Chase, have revised upwards their target prices for the chipmaker this week. The bullish sentiment stems from the soaring demand for AI-related products and the anticipated price hikes by the company in 2025, both of which are expected to bolste...
As Taiwan Semiconductor Manufacturing Company (TSMC) approaches the "trillion club" milestone, Wall Street's major brokerages, including Goldman Sachs and JPMorgan Chase, have revised upwards their target prices for the chipmaker this week. The bullish sentiment stems from the soaring demand for AI-related products and the anticipated price hikes by the company in 2025, both of which are expected to bolste...
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Hey, mooers!
It's time to talk trading! Ever heard of left-side and right-side trading? Want to find out which one aligns with your investment style? We're breaking down these styles to help you figure it out.
Before we dive in, be sure to hit like❤️ and save⭐ this post!
Ready to learn? Here we go!
1 | Understanding left-side and right-side trading
Left-side trading: Attempts to forecast market shifts
Left-side trading...
It's time to talk trading! Ever heard of left-side and right-side trading? Want to find out which one aligns with your investment style? We're breaking down these styles to help you figure it out.
Before we dive in, be sure to hit like❤️ and save⭐ this post!
Ready to learn? Here we go!
1 | Understanding left-side and right-side trading
Left-side trading: Attempts to forecast market shifts
Left-side trading...
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Leader in telemedicine with 49% market share.
It just started to offer GLP-1 treatment that will skyrocket the revenue in this quarter.
It also has +$120 billion untapped market opportunity.
2. $Palantir(PLTR.US$
Most advanced data analytics company in the world.
Its products allow companies to integrate all their data in one platform and run simulations based on billions of paradigms.
3. $Alarum Technologies(ALAR.US$
Leader in telemedicine with 49% market share.
It just started to offer GLP-1 treatment that will skyrocket the revenue in this quarter.
It also has +$120 billion untapped market opportunity.
2. $Palantir(PLTR.US$
Most advanced data analytics company in the world.
Its products allow companies to integrate all their data in one platform and run simulations based on billions of paradigms.
3. $Alarum Technologies(ALAR.US$