Details: $Microsoft(MSFT)$ CEO Satya Nadella and $Alphabet(GOOGL)$ 's Chief Scientist Jeff Dean set to woo India's 5+ million programmers. Nadella to speak in Bangalore and Mumbai about opportunities in AI, while Dean focuses on AI's societal impact in Bangalore. India, with its vast pool of programmers, is key to adopting and shaping future AI technologies globally. Nvidia CEO highlighted India's potential as a major exporter of AI expertise. Infosys Chairman Nandan Nilekani emphasizes the pivotal role of Indian developers in the AI transition. Both Nadella and Google CEO Sundar Pichai have Indian roots, adding personal stakes in the AI push. Microsoft aims to train 100,000 developers in
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On a fundamental basis, the analyst flagged investor concern around rising competition and reducing lead times for Nvidia GPU accelerators. While there is always the potential for near-term summer consolidation in Nvidia stock, Arya noted that the fundamentals are solidly on track, and periods of consolidation tend to set the stock up for strong moves later.
One key takeaway from the ongoing GTC is that Nvidia's AI empire has taken shape with strong partnerships from TSMC and other Taiwanese makers, such as those major server ODMs. $NVIDIA Corp(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$
$Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ I realised when AI stock when up EV stock all will fall. It hedge opposite direction to each other.
Nvidia Corp. has claimed another milestone by overtaking Saudi Aramco in market value, making the chipmaker the world's third-most valuable public company after Apple Inc. and Microsoft Corp.
$Alibaba(BABA)$ BABA management can't execute more poorly so far. BABA had a great momentum the past 2 days and was the perfect moment to strike with a comeback with good earnings, buyback, an IPO release news followed by China expected stimulus injection but instead they killed momentum with missing earnings, no IPO release news, margins at single digits and just the same buyback narrative. This sort of news is good for their competitors now that they see a vulnerable company losing market share in the e-commerce space.
$NVIDIA Corp(NVDA)$ Moore predicts further gains for Nvidia in AI and continued strong demand for its data center offerings. Despite alternatives, I believe Nvidia still leads the game.
Tech Titans Microsoft & Google Battle for AI Supremacy in India's Talent Pool
Tech Titans Microsoft & Google Battle for AI Supremacy in India's Talent Pool
$Meta Platforms, Inc.(META)$ So glad that Meta changed their direction at the right time - focus more on their money making tools / apps, and place lesser emphasis on their weak Metaverse.
Investor optimism over the prospects of higher demand for artificial intelligence (AI)-powered chips prompted Wall Street analysts to hike their price targets for the semiconductor giants. Nvidia currently has a dominant position in the market for advanced AI chips, but AMD is expected to gain ground this year as the company increases deliveries of its own chips to enterprise customers. "With supply constraints, customers are often using the entire NVDA platform in order to get priority shipments of accelerators," the Barclays analysts wrote, adding that 2024 is "the year AI begins to open up," as other chipmakers like AMD gain market share. $Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$
Apple and Paramount Global Discuss Streaming Service Bundle
$Apple(AAPL)$ $Paramount Global(PARA)$ Key Details: ✓ Apple and Paramount Global are in talks to bundle Paramount+ and Apple TV+ at a discounted rate. ✓ The potential bundle aims to offer more value than subscribing to each service separately. ✓ Paramount shares rose 3% in premarket trading following the news. ✓ Discussions are still in early stages, with the final bundle structure yet to be determined. ✓ The move is part of a broader trend where streamers collaborate to combat customer defections and increase affordability. Context/Background: In a competitive streaming landscape, companies like Apple and Paramount are exploring innovative ways to retain and grow their subscriber base t
Apple and Paramount Global Discuss Streaming Service Bundle
TSMC secures 5nm AI chip orders from Microsoft
TSMC has received AI chip orders from major cloud service providers (CSP), including Microsoft's 5nm chip orders, according to industry sources. This custom-designed processor, boasting 105 billion transistors and manufactured on a 5-nanometer TSMC process, is a powerhouse tailored for large language model training and inference in the cloud. The new strategy hints at reducing dependence on Nvidia while adding more flexibility to its Azure services. While Microsoft is tight-lipped about direct performance comparisons, the chip is expected to challenge Nvidia's H100 GPUs that have dominated the market. Microsoft's first complete liquid-cooled server processor is expected to not only enhance server density but also seamlessly fit into existing data center footprints, allowing fast deploymen
TSMC secures 5nm AI chip orders from Microsoft
It’s Hard to Bet Against Apple
$Apple(AAPL)$ 's Q1 revenue guidance appeared flat year-over-year, but it's more positive than it seems. The upcoming Q1 has one less week than the previous year, which added seven percentage points to last year's revenue. Excluding this extra week, Apple's guidance shows 7% growth. This is noteworthy, given the challenging economic environment marked by inflation and high interest rates. Apple's services segment, demonstrating robust and sustained growth, is expected to continue providing double-digit growth, significantly contributing to earnings. With this strength, there's potential for Apple's services business to represent over half of the company's profit. The combination of a loyal customer base and substantial net cash holdings
Apple Latest Event & its M3 Chips
M3 Chips: Apple introduced their latest chips - M3, M3 Pro and M3 Max, which are further down to only 3 nm as compared to 5 nm in M2. These chips will be used to power the new iMac and MacBook Pro models. According to them, the M3 chip will be rendering at 2.5 times the speed of its predecessor, the M1, and the CPU will be 30% faster. MacBook Pro: The most obvious change is color - where Apple introduced their 14-inch and 16-inch MacBook Pros in Space Black. Both models will be powered by the new M3 chips, promising longer battery life of up to 22 hours. The new MacBook Pros can be configured with up to 128GB of unified memory. This is probably good news for extreme users, especially to those involved in heavy photo and video editing, development tasks, etc. Speaking of the pri
Apple Latest Event & its M3 Chips
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Where Will TSMC Stock Be in 1 Year?
TSMC's stock popped 4% on Oct. 19 after the chipmaking giant posted its third-quarter earnings report. Its revenue declined 15% year over year to $17.28 billion but exceeded analysts' expectations by $580 million. Its earnings per ADS slipped 28% in U.S. dollar terms to $1.29, but also cleared the consensus forecast by $0.13. TSMC's slowdown wasn't surprising, since the semiconductor market has been stuck in the mud over the past year. But over the past 12 months TSMC's stock has rallied nearly 50% in anticipation of its eventual recovery. Will those tailwinds kick in over the next 12 months and drive TSMC's stock back toward its all-time highs? $Taiwan Semiconductor Manufacturing(TSM)$ $Semiconductor Bul
AMD to acquire AI software startup in effort to catch Nvidia
AMD plans to buy an artificial intelligence startup called Nod.ai as part of an effort to bolster its software capabilities. In its race to catch rival chipmaker Nvidia $NVIDIA Corp(NVDA)$ , Advanced Micro Devices $Advanced Micro Devices(AMD)$ plans to invest heavily in the critical software necessary for the company's advanced AI chips. Through more than a decade of work, Nvidia has built a powerful advantage in the AI chip market through the software it makes, and the software developer ecosystem. AMD did not disclose the terms of the deal. The Santa Clara, California-based Nod.ai has raised roughly $36.5 million, according to PitchBook data. Earlier this year, AMD created the AI group that wil
AMD to acquire AI software startup in effort to catch Nvidia
Evaluating Profitability with 5 Important Indicators
Many investors pay close attention to the profitability of stocks. Profitability can reflect whether a company is making money or not. Companies with strong profitability can gain more robust competitive advantages in their respective markets and potentially bring higher returns to investors. So, how to measure the profitability of a company? Here are five of the most commonly used indicators for your reference. Gross Profit Margin It is calculated by dividing a company's gross profit by its total revenue. A company's gross profit equals its total revenue minus the cost of goods sold (COGS), which includes expenses such as material costs, manufacturing costs, and wages paid to workers. Generally, a company with a gross profit margin higher than the industry average tend to have competiti
Evaluating Profitability with 5 Important Indicators
Israel war boosts Lockheed Martin, Northrup Grumman, other defense stocks Israeli Prime Minister Benjamin Netanyahu said in a video on Saturday that Israel is "at war" and called for a massive military response. Additionally, on Sunday, Netanyahu told President Biden "We have to go in," according to Axios. Shares of Lockheed Martin, Northrop Grumman, RTX and General Dynamics all rose as investors speculate how the U.S. made aid its ally which could include ordering more weapons. Hamas terrorists struck Israel over the weekend in the deadliest attacks the country has experienced in decades. Israel's government has launched airstrikes on the Hamas-controlled Gaza Strip and is mobilizing military reservists in preparation for a response, while Hezbollah – an Iran-backed terror proxy based in
OpenAI is exploring making its own AI chips, has evaluated potential acquisition targets
$Microsoft(MSFT)$ OpenAI is exploring making its own AI chips and has begun evaluating potential acquisition targets, a media report said. At least since last year, OpenAI has been discussing various options to address the shortage of AI chips, according to the report. OpenAI has made acquiring more AI chips a top priority for the company, discussing options that include researching its own AI chips, working more closely with other chip makers, including$NVIDIA Corp(NVDA)$ , and diversifying its supplier base beyond Nvidia. OpenAI CEO Altman has previously publicly complained about the shortage of AI chips, a market currently dominated by NVIDIA. Outside analysts believe that OpenAI's own
OpenAI is exploring making its own AI chips, has evaluated potential acquisition targets
Identify Stocks with Growth Potential from Three Perspectives
Fundamental investors generally base their investment decisions on the intrinsic value of a stock. They tend to believe that when investing in a stock that is perceived to be undervalued, they are more likely to make a potential profit. Conversely, they believe that buying an 'overvalued' stock poses a higher risk of loss. The company's earnings report can provide insight into a stock's value, and fundamental investors commonly consider the following four methods. PE Ratio The PE ratio measures a company's stock price relative to its earnings per share (EPS). EPS is calculated by dividing a company's net income by the number of outstanding shares of its common stock. It can also be calculated by dividing a company's market cap by its net income. The PE ratio is a widely used financial me
Identify Stocks with Growth Potential from Three Perspectives
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