Nvidia's Stock Is Soaring Largely Thanks to Microsoft, Alphabet and Tech's Other AI Giants. That Won't Last.
By Vitaliy Katsenelson Companies are spending big to develop their own AI chips so they don't have to keep paying Nvidia Within a few years, AI chips will sell at a small fraction of Nvidia's 'only
Express News | OpenAI Is Working on New Advanced Artificial Intelligence Under Code Name Strawberry - Document and Source
OpenAI's Q* Gets New Name, Project Strawberry: Report Says It Can Navigate Internet Autonomously With 'Deep Research' And Significantly Better Reasoning Capabilities
OpenAI, the creator of ChatGPT, is reportedly working on a novel artificial intelligence project, codenamed "Strawberry." This project aims to significantly enhance the reasoning capabilities of AI
Wells Fargo Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $500
Wells Fargo analyst Michael Turrin maintains $Microsoft(MSFT.US)$ with a buy rating, and maintains the target price at $500.According to TipRanks data, the analyst has a success rate of 47.6% and a
Stock-Split Watch: Is Microsoft Next?
Top Contributor of ClearBridge Sustainability Leaders Strategy: Microsoft Corporation (MSFT)
Salesforce and Other Software Stocks Are Expected to Bounce Back in a Big Way
By Philip van Doorn This year's rally for technology stocks hasn't been broad-based. Analysts see opportunities among some of the software companies that have been left behind. U.S. stocks have
Salesforce and Other Software Stocks Are -2-
Palo Alto Networks Inc. PANW 16.5% 12.6%
Citi Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $520
Citi analyst Tyler Radke maintains $Microsoft(MSFT.US)$ with a buy rating, and maintains the target price at $520.According to TipRanks data, the analyst has a success rate of 48.9% and a total
Here's a Way to Look Beyond Nvidia's Stock for -2-
The iShares Russell 2000 ETF IWM trades at a forward price/sales ratio of 1.2, which matches its 10-year average valuation, according to FactSet. Meanwhile, SPY trades at a forward price/sales ratio
Investors pour silver and gold into the cni mid-small cap.index, has the high-profile style shift of US stocks begun?
Amid the backdrop of interest rate futures market that almost fully prices in the Fed's rate cuts in September and December, the classic rotation of mid-small cap stocks or the trend of profit recovery in mid-small cap stocks may completely emerge.
Don't Put All Your Eggs In the Magnificent 7
By Elizabeth O'Brien Investors have much to cheer about as the stock market hits record highs. Yet fears that stocks are expensive raise the question: Should you break out the bubbly or batten down
With the AI frenzy, cloud computing demand has exploded! Northern Data's performance is expected to triple with large-scale purchases of Nvidia H100/H200.
According to the latest performance report, Northern Data, which focuses on providing high-performance computing solutions and AI cloud computing hosting/rental & leasing services, predicts that as the scale of the company's data centers expands to meet the booming demand for AI cloud computing, the company's overall revenue is expected to triple this year. Since 2023, Northern Data has been heavily purchasing H100 high-performance AI GPUs based on the Hopper architecture from Nvidia. On July 1st, there were market rumors that the company will heavily purchase bulk deliveries of Nvidia in the second half of the year.
Top 20 turnover | Tesla rose and fell, closing up nearly 3%; Wells Fargo & Co. fell more than 6%, with net interest income below expectations.
On Friday, Tesla ranked first in the trading volume of US stocks, closing up 2.99% with a turnover of $38.54 billion; Nvidia ranked second, closing up 1.44% with a turnover of $32.817 billion; Apple ranked third, closing up 1.31% with a turnover of $12.257 billion.
Tech Trader: Regulating Tech Has Gone Nowhere. Will AI Change the Dynamic? -- Barron's
By Alex Eule Back in October 2017, the cover of Barron's featured a heavy mallet lying next to mashed up Big Tech logos. At the time, the push to regulate and even break up tech companies was
Funds: This Small-Cap Growth Fund Is Ready For the Next Boom -- Barron's
By Ian Salisbury Small-company stocks have been mired in one of their longest ruts in memory. The silver lining? For funds like Harbor Small Cap Growth, it means opportunities to find attractively
Welcome to the Everything Rally. How Stock Investors Can Play It.
By Paul R. La Monica Megacap techs are no longer the only game in town. Small-caps are finding new life and so are beaten-up sectors like real estate, signaling that the stock market rally may
Inflation Drop Fuels Rate Cut Speculation, Investors Shift To Sector Laggards, Russell 2000 Surges Over 3.6%: This Week In The Markets
Consumer price index data this week provided encouraging signs that American inflation is moving ever closer to the Federal Reserve's much-discussed 2% target.This fueled speculation about interest
Microsoft Options Spot-On: On July 12th, 409.35K Contracts Were Traded, With 2.42 Million Open Interest
On July 12th ET, $Microsoft(MSFT.US)$ had active options trading, with a total trading volume of 409.35K options for the day, of which put options accounted for 40.66% of the total transactions, and
AI Super Bulls Pay Attention To The Biggest Divergence Since 2001, TSLA Call Buyers Crushed
To gain an edge, this is what you need to know today. AI Super Bulls Pay Attention Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock