Nvidia, Google and Meta
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Shares of Nvidia ($NVDA) fell on Tuesday after The Information reported that Meta ($META) is considering using chips designed by Google ($GOOGL).
Growing concerns about an artificial intelligence bubble have, in large part, caused the stock market’s recent bout of volatility. So the AI industry will face an enormous test when Nvidia, the world’s most valuable company and backbone of the AI boom,
Nvidia Corporation faces margin pressures as major tech firms develop in-house AI chips. Click for my updated look at NVDA stock and see why I'm downgrading it.
Gene Munster warned that Nvidia faces a short-term "Catch-22" around its upcoming earnings — with either strong or modest guidance.
Nvidia is the undisputed leader in AI chips. The shift toward ASICs seen in cryptocurrency mining is an example of a risk investors need to watch when owning Nvidia. However, there are some key differences between what happened in cryptocurrency mining ...
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Nvidia: The Cycle That Never Ends
Nvidia Corporation achieves long-term AI scaling through moderated hyperscaler allocation strategy to smooth market volatility. Read more on NVDA stock here.
Nvidia delivered record third-quarter sales and robust guidance, beating Wall Street estimates and reassuring investors worried about an AI bubble.
For many investors, earnings season represents the pinnacle of each quarter. It marks the six-week period when a majority of S&P 500 companies lift the proverbial hood on their operating results, providing a barometer for Wall Street and investors to gauge the health of corporate America.
But as the chip maker seeks to parlay its semiconductor dominance into control of the full stack, vendor lock-in is a major risk, says one analyst.
(AP) - Nvidia has become the first $5 trillion company, just three months after the Silicon Valley chipmaker was first to break through the $4 trillion barrier. Hitting the new benchmark puts more emphasis on the upheaval being unleashed by an artificial ...
A report that Meta may shift billions in AI spending towards Google’s custom chips sent Nvidia shares lower, signalling early signs of a potential shake-up in the company’s near-monopoly of the AI hardware market.
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