Nvidia Ignites AI-Related Stock Surge

Latest News

2023-06-15

How Nvidia Became ChatGPT’s Brain and Joined the $1 Trillion Club

2023-05-27

Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz

2023-05-27

Nvidia Stock Keeps Its Lofty Perch After Earnings — Is It A Buy?

User Discussion

Shyon

2023-12-06

AI madness - Comeback or continue to be weak?

I believe many of you are familiar with the AI theme this year. Without doubt, Artificial intelligence (AI) stocks have taken the stock market by storm as investors, CEOs, and pundits all seem convinced that AI, in particular generative AI, will be the next major transformative technology. Nvidia has been the biggest winner this year, as the chip maker sells the building blocks to run complex large language models, and its chips have been in high demand from cloud infrastructure operators like Amazon, Microsoft, and others, leading to soaring revenue and profits. While artificial intelligence (AI) applications have been in development for decades, 2023 will likely go down as a breakthrough year for the technology. It's certainly been a breakout year for AI stocks. The excitement surro

AI madness - Comeback or continue to be weak?

Shyon

2023-08-23

Still AI? 🧠🧠🧠

As affected by the world market weak sentiment and correction, most stocks including AI related counters mostly retraced over the past weeks. NVDA We cannot deny that the destiny of AI stocks are mainly depend on NVDA incoming earnings release and prospect. We got a big expectation from everyone since previous quarter forecast. Let's see how the things go. Will it be another surprise for us? Technically, the chart shows strong rebound for this week, yesterday candle might be a peak signal, open high and close low, but then the red candle still within the half body of the previous green candle, which is not too bad. I believe $NVIDIA Corp(NVDA)$ another spike will happen if the earnings call shows positive

Still AI? 🧠🧠🧠

Jim98

2023-07-28

I think Nvidia could still increase its stock price by a fair percentage.

Tiger_SG

2023-07-05

🎁$TSLA Robot Will Shine on 2023 WAIC? Share Your Thoughts on AI!

1. The 2023 World Artificial Intelligence Conference will be held in Shanghai, China from July 6th to 8thIt is reported that this year's World Artificial Intelligence Conference focuses on the frontiers of science and industrial development, will e three major topics of technology, industry, and humanities, focusing on large-scale communication models, smart chips, scientific intelligence, robots, brain-like intelligence, metaverse, autonomous driving, and data. Top ten frontier trends such as forums, rule of law and security, and blockchain.It is reported that more than 20 intelligent robots, including $Tesla Motors(TSLA)$ humanoid robots, will appear at the 2023 World Artificial Intelligence Conference.Shanghai gets ready for the 2023 World Arti

🎁$TSLA Robot Will Shine on 2023 WAIC? Share Your Thoughts on AI!

MaverickWealthBuilder

2023-06-13

Oracle sets a new high, Q4 earnings indicates AI opportunities.

$Oracle(ORCL)$ stock reached a new all-time high after the Q4 financial report released on June 12th. It is evident that the recent AI concepts have made the company a highly sought-after target. The outstanding performance of the cloud business has greatly surpassed expectations in terms of revenue and profit. The development of AI is also reliant on software services, which will continue to contribute to the company's growth, generating high expectations among investors.Over the past 20 days, the company's stock has already risen by over 30%. On June 12th, it performed exceptionally well during trading hours (+6.0%), and remained optimistic after the post-report announcement (+3.9%), although there was no double-digit increase.Q4 Performance Ove

Oracle sets a new high, Q4 earnings indicates AI opportunities.

MaverickWealthBuilder

2023-06-01

Not AI-Driven? CRM's safe outlook makes valuation more attractive

$Salesforce.com(CRM)$ reported earnings last quarter that significantly exceeded expectations, and the stock price surged without a significant pullback. We mentioned last quarter that CRM still had a potential upside of 66%.Before the announcement of Q1 FY24 earnings, the market remained relatively optimistic about CRM's performance. Q1 expectations were high, and there was optimism regarding the performance outlook driven by AI. The secondary market price also exceeded $220 before the earnings release.However, CRM's executives did not intend to oversell expectations. Although the Q1 earnings results still surpassed expectations overall, the outlook for the future was not overly opt

Not AI-Driven? CRM's safe outlook makes valuation more attractive

MaverickWealthBuilder

2023-06-01

Why C3.AI still being Short?

Because it is not an AI company. $C3.ai, Inc.(AI)$ nnounced its Q4 results for the 23 fiscal year ending on May 31 after market close.Revenue was $72.4 million, higher than expected at $71.37 million, with adjusted loss per share of $0.13, better than expected loss of $0.17 per share. Subscription revenue was $560 thousand, accounting for 79% of total revenue.Non-GAAP gross profit was $530 thousand and non-GAAP gross margin was 9%.GAAP remaining performance obligations ("RPO") were $381 million, lower than expected at $405 million.For Q1 FY2024 outlook, revenue is projected to be between US$70-72 million which is basically in line with market expectations of US$71.34m; Non-GAAP losses are estimated to be between US$25-30m;For the overall outlook FY2

Why C3.AI still being Short?

Sunshinekim

2023-05-29

Yay! Im banking on it.

Amazon May Catch Up on the AI Stock Surge, Analysts Say

88Infinity

2023-05-28

At a

Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz

orsiri

2023-05-28

AI Surge Ignites Tech Stocks, Propelling Unprecedented Growth The COVID-19 pandemic was undoubtedly challenging for the tech sector and chip manufacturers. However, the emergence of artificial intelligence (AI) has brought about a remarkable turnaround and unprecedented growth. AI is not just a part of the tech industry; it is becoming the tech industry itself. Among the companies benefitting the most from this AI surge is NVIDIA, the leading industrial-grade graphic processing hardware manufacturer. Despite facing significant setbacks, including political conflicts and the chip crisis, NVIDIA has experienced an impressive recovery, with its stock price surging by 166% in just five months. Other AI hardware manufacturers are also capitalising on this trend. Advanced Micro Devices Inc. (AMD

Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz

KingRichard

2023-05-27

All Hype AI has been around for years, it's only good as the data you feed it And the algo that deduces what to base it's responses on.

Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz

zackf

2023-05-27

Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz

roniel

2023-05-27

Thank you

Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz

MIe

2023-05-27

Cloud ai trend revenue upside

Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution

Sigit waloyo

2023-05-27

Nice

Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution

Longs

2023-05-27

👌🏼🙏🏼

Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution

miker9110

2023-05-26

Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution

Camillius

2023-05-26

$Alphabet(GOOGL)$ $Microsoft(MSFT)$ $NVIDIA Corp(NVDA)$ 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution

Steve5671

2023-05-25

Nice

Think Nvidia Stock's Too Expensive Now? These 2 AI Stocks Might Be More to Your Liking

aMaT_tRaDeR

2023-05-26

Buy Tech Etf

Investing in AI: How to Avoid the Hype

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}","selectors":"article","filters":"","directOrigin":true}}],"views":[],"tweetList":[{"id":249150986776808,"gmtCreate":1701859821219,"gmtModify":1701859828341,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"AI madness - Comeback or continue to be weak?","htmlText":"I believe many of you are familiar with the AI theme this year. Without doubt,&nbsp;Artificial intelligence (AI) stocks have taken the stock market by storm as investors, CEOs, and pundits all seem convinced that AI, in particular generative AI, will be the next major transformative technology. Nvidia has been the biggest winner this year, as the chip maker sells the building blocks to run complex large language models, and its chips have been in high demand from cloud infrastructure operators like Amazon, Microsoft, and others, leading to soaring revenue and profits. While artificial intelligence (AI) applications have been in development for decades, 2023 will likely go down as a breakthrough year for the technology. It's certainly been a breakout year for AI stocks. The excitement surro","listText":"I believe many of you are familiar with the AI theme this year. Without doubt,&nbsp;Artificial intelligence (AI) stocks have taken the stock market by storm as investors, CEOs, and pundits all seem convinced that AI, in particular generative AI, will be the next major transformative technology. Nvidia has been the biggest winner this year, as the chip maker sells the building blocks to run complex large language models, and its chips have been in high demand from cloud infrastructure operators like Amazon, Microsoft, and others, leading to soaring revenue and profits. While artificial intelligence (AI) applications have been in development for decades, 2023 will likely go down as a breakthrough year for the technology. It's certainly been a breakout year for AI stocks. The excitement surro","text":"I believe many of you are familiar with the AI theme this year. Without doubt, Artificial intelligence (AI) stocks have taken the stock market by storm as investors, CEOs, and pundits all seem convinced that AI, in particular generative AI, will be the next major transformative technology. Nvidia has been the biggest winner this year, as the chip maker sells the building blocks to run complex large language models, and its chips have been in high demand from cloud infrastructure operators like Amazon, Microsoft, and others, leading to soaring revenue and profits. While artificial intelligence (AI) applications have been in development for decades, 2023 will likely go down as a breakthrough year for the technology. It's certainly been a breakout year for AI stocks. The excitement surro","images":[{"img":"https://community-static.tradeup.com/news/556287b1aac2a6e8f7de7efc14a6b951","width":"1099","height":"725"},{"img":"https://community-static.tradeup.com/news/987628e5cc03aa82d6e4f10e229ea30c","width":"1105","height":"736"},{"img":"https://community-static.tradeup.com/news/091e94a587f99bf91374640039129b2b","width":"904","height":"431"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":10,"repostSize":20,"link":"https://ttm.financial/post/249150986776808","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000349","authorId":"9000000000000349","name":"WernerBilly","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000349","authorIdStr":"9000000000000349"},"content":"Time to do so it needs bullback","text":"Time to do so it needs bullback","html":"Time to do so it needs bullback"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":211865616228472,"gmtCreate":1692756040746,"gmtModify":1692756048769,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"Still AI? 🧠🧠🧠","htmlText":"As affected by the world market weak sentiment and correction, most stocks including AI related counters mostly retraced over the past weeks.&nbsp; NVDA We cannot deny that the destiny of AI stocks are mainly depend on NVDA incoming earnings release and prospect. We got a big expectation from everyone since previous quarter forecast. Let's see how the things go. Will it be another surprise for us? Technically, the chart shows strong rebound for this week, yesterday candle might be a peak signal, open high and close low, but then the red candle still within the half body of the previous green candle, which is not too bad. I believe&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>another spike will happen if the earnings call shows positive","listText":"As affected by the world market weak sentiment and correction, most stocks including AI related counters mostly retraced over the past weeks.&nbsp; NVDA We cannot deny that the destiny of AI stocks are mainly depend on NVDA incoming earnings release and prospect. We got a big expectation from everyone since previous quarter forecast. Let's see how the things go. Will it be another surprise for us? Technically, the chart shows strong rebound for this week, yesterday candle might be a peak signal, open high and close low, but then the red candle still within the half body of the previous green candle, which is not too bad. I believe&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>another spike will happen if the earnings call shows positive","text":"As affected by the world market weak sentiment and correction, most stocks including AI related counters mostly retraced over the past weeks. NVDA We cannot deny that the destiny of AI stocks are mainly depend on NVDA incoming earnings release and prospect. We got a big expectation from everyone since previous quarter forecast. Let's see how the things go. Will it be another surprise for us? Technically, the chart shows strong rebound for this week, yesterday candle might be a peak signal, open high and close low, but then the red candle still within the half body of the previous green candle, which is not too bad. I believe $NVIDIA Corp(NVDA)$ another spike will happen if the earnings call shows positive","images":[{"img":"https://community-static.tradeup.com/news/b83455004ef8b3bd418bdd85160da24b","width":"1080","height":"1846"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":440,"commentSize":12,"repostSize":75,"link":"https://ttm.financial/post/211865616228472","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000672","authorId":"9000000000000672","name":"cheeryx","avatar":"https://static.tigerbbs.com/3eb335d4670b62d2f6f58595a4ebf23b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000672","authorIdStr":"9000000000000672"},"content":"ARM is doing IPO for $64 B with a projected rev of $2 ish Billion big part of it from China. How is that comparable to PLTR ‘s $2 ish Billion growing rev??","text":"ARM is doing IPO for $64 B with a projected rev of $2 ish Billion big part of it from China. How is that comparable to PLTR ‘s $2 ish Billion growing rev??","html":"ARM is doing IPO for $64 B with a projected rev of $2 ish Billion big part of it from China. How is that comparable to PLTR ‘s $2 ish Billion growing rev??"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":202600069832792,"gmtCreate":1690501441582,"gmtModify":1690509502554,"author":{"id":"4149834965047332","authorId":"4149834965047332","name":"Jim98","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149834965047332","authorIdStr":"4149834965047332"},"themes":[],"htmlText":"I think Nvidia could still increase its stock price&nbsp;by a fair percentage.","listText":"I think Nvidia could still increase its stock price&nbsp;by a fair percentage.","text":"I think Nvidia could still increase its stock price by a fair percentage.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202600069832792","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194562749526032,"gmtCreate":1688541717727,"gmtModify":1688541815805,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"🎁$TSLA Robot Will Shine on 2023 WAIC? Share Your Thoughts on AI!","htmlText":"1. The 2023 World Artificial Intelligence Conference will be held in Shanghai, China from July 6th to 8thIt is reported that this year's World Artificial Intelligence Conference focuses on the frontiers of science and industrial development, will e three major topics of technology, industry, and humanities, focusing on large-scale communication models, smart chips, scientific intelligence, robots, brain-like intelligence, metaverse, autonomous driving, and data. Top ten frontier trends such as forums, rule of law and security, and blockchain.It is reported that more than 20 intelligent robots, including <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> humanoid robots, will appear at the 2023 World Artificial Intelligence Conference.Shanghai gets ready for the 2023 World Arti","listText":"1. The 2023 World Artificial Intelligence Conference will be held in Shanghai, China from July 6th to 8thIt is reported that this year's World Artificial Intelligence Conference focuses on the frontiers of science and industrial development, will e three major topics of technology, industry, and humanities, focusing on large-scale communication models, smart chips, scientific intelligence, robots, brain-like intelligence, metaverse, autonomous driving, and data. Top ten frontier trends such as forums, rule of law and security, and blockchain.It is reported that more than 20 intelligent robots, including <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> humanoid robots, will appear at the 2023 World Artificial Intelligence Conference.Shanghai gets ready for the 2023 World Arti","text":"1. The 2023 World Artificial Intelligence Conference will be held in Shanghai, China from July 6th to 8thIt is reported that this year's World Artificial Intelligence Conference focuses on the frontiers of science and industrial development, will e three major topics of technology, industry, and humanities, focusing on large-scale communication models, smart chips, scientific intelligence, robots, brain-like intelligence, metaverse, autonomous driving, and data. Top ten frontier trends such as forums, rule of law and security, and blockchain.It is reported that more than 20 intelligent robots, including $Tesla Motors(TSLA)$ humanoid robots, will appear at the 2023 World Artificial Intelligence Conference.Shanghai gets ready for the 2023 World Arti","images":[{"img":"https://community-static.tradeup.com/news/1febc55707dfd7eafc23c4c762ba38d2","width":"980","height":"1320"},{"img":"https://community-static.tradeup.com/news/0785f0e83ab2b4f606c3cf38682e2de3","width":"2560","height":"1443"},{"img":"https://community-static.tradeup.com/news/f492ff4e2cf7f45653ff01ff871525fc","width":"1271","height":"716"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":656,"commentSize":80,"repostSize":56,"link":"https://ttm.financial/post/194562749526032","isVote":1,"tweetType":1,"viewCount":10122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","crmLevel":7,"crmLevelSwitch":1,"idStr":"4091758936365950","authorIdStr":"4091758936365950"},"content":"AI is the buzzword and there is definitely huge potential. Too early to identify any company that lead it. For a fast moving field, books might be outdated at the time of publish but may form a good introduction","text":"AI is the buzzword and there is definitely huge potential. Too early to identify any company that lead it. For a fast moving field, books might be outdated at the time of publish but may form a good introduction","html":"AI is the buzzword and there is definitely huge potential. Too early to identify any company that lead it. For a fast moving field, books might be outdated at the time of publish but may form a good introduction"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":186926216863792,"gmtCreate":1686644602622,"gmtModify":1686646467167,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Oracle sets a new high, Q4 earnings indicates AI opportunities.","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> stock reached a new all-time high after the Q4 financial report released on June 12th. It is evident that the recent AI concepts have made the company a highly sought-after target. The outstanding performance of the cloud business has greatly surpassed expectations in terms of revenue and profit. The development of AI is also reliant on software services, which will continue to contribute to the company's growth, generating high expectations among investors.Over the past 20 days, the company's stock has already risen by over 30%. On June 12th, it performed exceptionally well during trading hours (+6.0%), and remained optimistic after the post-report announcement (+3.9%), although there was no double-digit increase.Q4 Performance Ove","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> stock reached a new all-time high after the Q4 financial report released on June 12th. It is evident that the recent AI concepts have made the company a highly sought-after target. The outstanding performance of the cloud business has greatly surpassed expectations in terms of revenue and profit. The development of AI is also reliant on software services, which will continue to contribute to the company's growth, generating high expectations among investors.Over the past 20 days, the company's stock has already risen by over 30%. On June 12th, it performed exceptionally well during trading hours (+6.0%), and remained optimistic after the post-report announcement (+3.9%), although there was no double-digit increase.Q4 Performance Ove","text":"$Oracle(ORCL)$ stock reached a new all-time high after the Q4 financial report released on June 12th. It is evident that the recent AI concepts have made the company a highly sought-after target. The outstanding performance of the cloud business has greatly surpassed expectations in terms of revenue and profit. The development of AI is also reliant on software services, which will continue to contribute to the company's growth, generating high expectations among investors.Over the past 20 days, the company's stock has already risen by over 30%. On June 12th, it performed exceptionally well during trading hours (+6.0%), and remained optimistic after the post-report announcement (+3.9%), although there was no double-digit increase.Q4 Performance Ove","images":[{"img":"https://static.tigerbbs.com/815bad66bc0c3ff7cbfe01d891ae1707","width":"750","height":"451"},{"img":"https://static.tigerbbs.com/fc6e900f6b97e176d3021030df974741","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/7e71b1bdbc1941bb1d200464466ac631","width":"750","height":"450"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":109,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/186926216863792","isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000345","authorId":"9000000000000345","name":"twiddly","avatar":"https://static.tigerbbs.com/b9375ece8939095541554d14ce83b2fa","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000345","authorIdStr":"9000000000000345"},"content":"How is Oracle collaborating with NVIDIA to build the world's largest high-performance computer?","text":"How is Oracle collaborating with NVIDIA to build the world's largest high-performance computer?","html":"How is Oracle collaborating with NVIDIA to build the world's largest high-performance computer?"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":182617607606272,"gmtCreate":1685611891593,"gmtModify":1685611913257,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Not AI-Driven? CRM's safe outlook makes valuation more attractive","htmlText":"<a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$</a> reported earnings last quarter that significantly exceeded expectations, and the stock price surged without a significant pullback. We mentioned last quarter that <a href=\"https://ttm.financial/TW/9940193602\" target=\"_blank\">CRM still had a potential upside of 66%.</a>Before the announcement of Q1 FY24 earnings, the market remained relatively optimistic about CRM's performance. Q1 expectations were high, and there was optimism regarding the performance outlook driven by AI. The secondary market price also exceeded $220 before the earnings release.However, CRM's executives did not intend to oversell expectations. Although the Q1 earnings results still surpassed expectations overall, the outlook for the future was not overly opt","listText":"<a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$</a> reported earnings last quarter that significantly exceeded expectations, and the stock price surged without a significant pullback. We mentioned last quarter that <a href=\"https://ttm.financial/TW/9940193602\" target=\"_blank\">CRM still had a potential upside of 66%.</a>Before the announcement of Q1 FY24 earnings, the market remained relatively optimistic about CRM's performance. Q1 expectations were high, and there was optimism regarding the performance outlook driven by AI. The secondary market price also exceeded $220 before the earnings release.However, CRM's executives did not intend to oversell expectations. Although the Q1 earnings results still surpassed expectations overall, the outlook for the future was not overly opt","text":"$Salesforce.com(CRM)$ reported earnings last quarter that significantly exceeded expectations, and the stock price surged without a significant pullback. We mentioned last quarter that CRM still had a potential upside of 66%.Before the announcement of Q1 FY24 earnings, the market remained relatively optimistic about CRM's performance. Q1 expectations were high, and there was optimism regarding the performance outlook driven by AI. The secondary market price also exceeded $220 before the earnings release.However, CRM's executives did not intend to oversell expectations. Although the Q1 earnings results still surpassed expectations overall, the outlook for the future was not overly opt","images":[{"img":"https://static.tigerbbs.com/a4066f4145f3d8becdfa17585f1cb2bb","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/819267023ccbc9b9340027380a6f4785","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/855f16657ad989eb8710b62938097ed5","width":"480","height":"288"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":312,"commentSize":6,"repostSize":11,"link":"https://ttm.financial/post/182617607606272","isVote":1,"tweetType":1,"viewCount":14764,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000648","authorId":"9000000000000648","name":"ColinThorndike","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000648","authorIdStr":"9000000000000648"},"content":"MSFT is excellent in all financial parameters i.e. P/E, operating margin, revenue growth rate, etc; thus, MSFT is much undervalued. Buy NOW or else buy MSFT $390 by December","text":"MSFT is excellent in all financial parameters i.e. P/E, operating margin, revenue growth rate, etc; thus, MSFT is much undervalued. Buy NOW or else buy MSFT $390 by December","html":"MSFT is excellent in all financial parameters i.e. P/E, operating margin, revenue growth rate, etc; thus, MSFT is much undervalued. Buy NOW or else buy MSFT $390 by December"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":182534882783232,"gmtCreate":1685591695103,"gmtModify":1685591704299,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Why C3.AI still being Short?","htmlText":"Because it is not an AI company. <a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> nnounced its Q4 results for the 23 fiscal year ending on May 31 after market close.Revenue was $72.4 million, higher than expected at $71.37 million, with adjusted loss per share of $0.13, better than expected loss of $0.17 per share. Subscription revenue was $560 thousand, accounting for 79% of total revenue.Non-GAAP gross profit was $530 thousand and non-GAAP gross margin was 9%.GAAP remaining performance obligations (\"RPO\") were $381 million, lower than expected at $405 million.For Q1 FY2024 outlook, revenue is projected to be between US$70-72 million which is basically in line with market expectations of US$71.34m; Non-GAAP losses are estimated to be between US$25-30m;For the overall outlook FY2","listText":"Because it is not an AI company. <a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> nnounced its Q4 results for the 23 fiscal year ending on May 31 after market close.Revenue was $72.4 million, higher than expected at $71.37 million, with adjusted loss per share of $0.13, better than expected loss of $0.17 per share. Subscription revenue was $560 thousand, accounting for 79% of total revenue.Non-GAAP gross profit was $530 thousand and non-GAAP gross margin was 9%.GAAP remaining performance obligations (\"RPO\") were $381 million, lower than expected at $405 million.For Q1 FY2024 outlook, revenue is projected to be between US$70-72 million which is basically in line with market expectations of US$71.34m; Non-GAAP losses are estimated to be between US$25-30m;For the overall outlook FY2","text":"Because it is not an AI company. $C3.ai, Inc.(AI)$ nnounced its Q4 results for the 23 fiscal year ending on May 31 after market close.Revenue was $72.4 million, higher than expected at $71.37 million, with adjusted loss per share of $0.13, better than expected loss of $0.17 per share. Subscription revenue was $560 thousand, accounting for 79% of total revenue.Non-GAAP gross profit was $530 thousand and non-GAAP gross margin was 9%.GAAP remaining performance obligations (\"RPO\") were $381 million, lower than expected at $405 million.For Q1 FY2024 outlook, revenue is projected to be between US$70-72 million which is basically in line with market expectations of US$71.34m; Non-GAAP losses are estimated to be between US$25-30m;For the overall outlook FY2","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":306,"commentSize":6,"repostSize":20,"link":"https://ttm.financial/post/182534882783232","isVote":1,"tweetType":1,"viewCount":7732,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000698","authorId":"9000000000000698","name":"AugustineMac-","avatar":"https://static.tigerbbs.com/58026ab8f0edf0d829859314a737d6a4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000698","authorIdStr":"9000000000000698"},"content":"Bulls make money.bears make money. Longs dont forget this becuzz u will see more pumps and dumps wth this stock........ and also the SAme gors for anyone shorting this","text":"Bulls make money.bears make money. Longs dont forget this becuzz u will see more pumps and dumps wth this stock........ and also the SAme gors for anyone shorting this","html":"Bulls make money.bears make money. Longs dont forget this becuzz u will see more pumps and dumps wth this stock........ and also the SAme gors for anyone shorting this"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979055336,"gmtCreate":1685327045026,"gmtModify":1685327048837,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Yay! Im banking on it.&nbsp;","listText":"Yay! Im banking on it.&nbsp;","text":"Yay! Im banking on it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979055336","repostId":"2338229174","repostType":4,"repost":{"id":"2338229174","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1685110089,"share":"https://ttm.financial/m/news/2338229174?lang=&edition=fundamental","pubTime":"2023-05-26 22:08","market":"us","language":"en","title":"Amazon May Catch Up on the AI Stock Surge, Analysts Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2338229174","media":"Dow Jones","summary":"The surge in Nvidia's stock price this week on the back of optimism about artificial intelligence is","content":"<html><head></head><body><p>The surge in Nvidia&#39;s stock price this week on the back of optimism about artificial intelligence is spreading to other shares, such as Advanced Micro Devices (ticker: AMD) and Taiwan Semiconductor <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a>.</p><p>Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, whose cloud computing unit is the biggest single provider of such services, has been left out. That&#39;s partly down to concern that companies might currently be trying to scale back their cloud usage, and that other companies such as Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Google-parent Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> might benefit more from advances in Nvidia&#39;s <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> AI chips.</p><p>However, Amazon still stands to get a significant boost from AI in the future, analysts led by Mark Mahaney at Evercore ISI wrote in a note on Thursday.</p><p>They argue that Amazon is now trading at a low earnings multiple, but that its margins and growth could start rising sharply again in the second half of the year. The rising demand for AI indicated in Nvidia&#39;s outlook will benefit Amazon Web Services as it gives companies additional computing power.</p><p>Evercore has an Outperform rating on Amazon&#39;s stock with a price target of $150.</p><p>Amazon shares climbed 2.7% in morning trading Friday to $118.1.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2474c2408723db7c70f66e653014504d\" tg-width=\"790\" tg-height=\"646\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon May Catch Up on the AI Stock Surge, Analysts Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon May Catch Up on the AI Stock Surge, Analysts Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-26 22:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The surge in Nvidia&#39;s stock price this week on the back of optimism about artificial intelligence is spreading to other shares, such as Advanced Micro Devices (ticker: AMD) and Taiwan Semiconductor <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a>.</p><p>Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, whose cloud computing unit is the biggest single provider of such services, has been left out. That&#39;s partly down to concern that companies might currently be trying to scale back their cloud usage, and that other companies such as Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Google-parent Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> might benefit more from advances in Nvidia&#39;s <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> AI chips.</p><p>However, Amazon still stands to get a significant boost from AI in the future, analysts led by Mark Mahaney at Evercore ISI wrote in a note on Thursday.</p><p>They argue that Amazon is now trading at a low earnings multiple, but that its margins and growth could start rising sharply again in the second half of the year. The rising demand for AI indicated in Nvidia&#39;s outlook will benefit Amazon Web Services as it gives companies additional computing power.</p><p>Evercore has an Outperform rating on Amazon&#39;s stock with a price target of $150.</p><p>Amazon shares climbed 2.7% in morning trading Friday to $118.1.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2474c2408723db7c70f66e653014504d\" tg-width=\"790\" tg-height=\"646\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338229174","content_text":"The surge in Nvidia's stock price this week on the back of optimism about artificial intelligence is spreading to other shares, such as Advanced Micro Devices (ticker: AMD) and Taiwan Semiconductor $(TSM)$.Amazon $(AMZN)$, whose cloud computing unit is the biggest single provider of such services, has been left out. That's partly down to concern that companies might currently be trying to scale back their cloud usage, and that other companies such as Microsoft $(MSFT)$ and Google-parent Alphabet $(GOOGL)$ might benefit more from advances in Nvidia's $(NVDA)$ AI chips.However, Amazon still stands to get a significant boost from AI in the future, analysts led by Mark Mahaney at Evercore ISI wrote in a note on Thursday.They argue that Amazon is now trading at a low earnings multiple, but that its margins and growth could start rising sharply again in the second half of the year. The rising demand for AI indicated in Nvidia's outlook will benefit Amazon Web Services as it gives companies additional computing power.Evercore has an Outperform rating on Amazon's stock with a price target of $150.Amazon shares climbed 2.7% in morning trading Friday to $118.1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979065728,"gmtCreate":1685247153264,"gmtModify":1685247689883,"author":{"id":"4104058059003370","authorId":"4104058059003370","name":"88Infinity","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104058059003370","authorIdStr":"4104058059003370"},"themes":[],"htmlText":"At a","listText":"At a","text":"At a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979065728","repostId":"1160102314","repostType":2,"repost":{"id":"1160102314","pubTimestamp":1685154600,"share":"https://ttm.financial/m/news/1160102314?lang=&edition=fundamental","pubTime":"2023-05-27 10:30","market":"us","language":"en","title":"Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz","url":"https://stock-news.laohu8.com/highlight/detail?id=1160102314","media":"Decrypt","summary":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are","content":"<html><head></head><body><p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50fb80b6f7cc03a5e3cf11a7b3b09fe9\" alt=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" title=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" tg-width=\"1280\" tg-height=\"720\"/><span>Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock</span></p><p style=\"text-align: left;\">The pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.</p><p style=\"text-align: left;\">The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector&#39;s recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.</p><p>Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.</p><p style=\"text-align: left;\">The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.</p><p>In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there&#39;s no sign of it slowing down in the near term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/babbbe66a5a5d969b11406d4ee174e46\" alt=\"Nvidia stock. Image: TradingView\" title=\"Nvidia stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Nvidia stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">AI hardware manufacturers are on fire</h2><p style=\"text-align: left;\">However, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.</p><p style=\"text-align: left;\"><strong>Advanced Micro Devices Inc. (AMD)</strong></p><p style=\"text-align: left;\">AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.</p><p style=\"text-align: left;\">So far this year, the company&#39;s shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year&#39;s losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6366ec81807efe1a416c683a32c2b31f\" alt=\"AMD stock. Image: TradingView\" title=\"AMD stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>AMD stock. Image: TradingView</span></p><p><strong>Taiwan Semiconductor Manufacturing (TSM)</strong></p><p style=\"text-align: left;\">TSM is the world&#39;s largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.</p><p style=\"text-align: left;\">The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdf431d3491b72debe26255c5ac9539a\" alt=\"TSM stock. Image: TradingView\" title=\"TSM stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>TSM stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Micron Technology (MU)</strong></p><p style=\"text-align: left;\">Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.</p><p style=\"text-align: left;\">MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dca7c07adaccff09e676fa2e6169ea87\" alt=\"MU stock. Image: TradingView\" title=\"MU stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>MU stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">Three AI-related software stocks to watch</h2><p style=\"text-align: left;\">Beyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.</p><p style=\"text-align: left;\"><strong>Meta (META)</strong></p><p style=\"text-align: left;\">Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg&#39;s company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.</p><p style=\"text-align: left;\">A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.</p><p style=\"text-align: left;\">Meta has had its best half-year performance in history, rising 116% so far in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10b62ba6035d47a486c207dd778f6949\" alt=\"META stock. Image: TradingView\" title=\"META stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>META stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Microsoft (MSFT)</strong></p><p style=\"text-align: left;\">Bill Gates&#39; company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the &#34;godfather&#34; of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.</p><p style=\"text-align: left;\">OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant&#39;s stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c68c3791135de226b6c051a3c04f1e5\" alt=\"Microsoft stock. Image: TradingView\" title=\"Microsoft stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Microsoft stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Alphabet Inc (GOOGL)</strong></p><p style=\"text-align: left;\">Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.</p><p style=\"text-align: left;\">The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers&#39; needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNot Just Nvidia: These Are the Other Big Winners in the AI Chip Biz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-27 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks><strong>Decrypt</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the ...</p>\n\n<a href=\"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMD":"美国超微公司","NVDA":"英伟达","MSFT":"微软","META":"Meta Platforms, Inc.","TSM":"台积电","MU":"美光科技"},"source_url":"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160102314","content_text":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the world. Image: ShutterstockThe pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector's recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there's no sign of it slowing down in the near term.Nvidia stock. Image: TradingViewAI hardware manufacturers are on fireHowever, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.Advanced Micro Devices Inc. (AMD)AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.So far this year, the company's shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year's losses.AMD stock. Image: TradingViewTaiwan Semiconductor Manufacturing (TSM)TSM is the world's largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?TSM stock. Image: TradingViewMicron Technology (MU)Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.MU stock. Image: TradingViewThree AI-related software stocks to watchBeyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.Meta (META)Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg's company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.Meta has had its best half-year performance in history, rising 116% so far in 2023.META stock. Image: TradingViewMicrosoft (MSFT)Bill Gates' company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the \"godfather\" of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant's stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.Microsoft stock. Image: TradingViewAlphabet Inc (GOOGL)Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers' needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979069277,"gmtCreate":1685219265899,"gmtModify":1685219274080,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125570196865622","authorIdStr":"4125570196865622"},"themes":[],"htmlText":"AI Surge Ignites Tech Stocks, Propelling Unprecedented Growth The COVID-19 pandemic was undoubtedly challenging for the tech sector and chip manufacturers. However, the emergence of artificial intelligence (AI) has brought about a remarkable turnaround and unprecedented growth. AI is not just a part of the tech industry; it is becoming the tech industry itself. Among the companies benefitting the most from this AI surge is NVIDIA, the leading industrial-grade graphic processing hardware manufacturer. Despite facing significant setbacks, including political conflicts and the chip crisis, NVIDIA has experienced an impressive recovery, with its stock price surging by 166% in just five months. Other AI hardware manufacturers are also capitalising on this trend. Advanced Micro Devices Inc. (AMD","listText":"AI Surge Ignites Tech Stocks, Propelling Unprecedented Growth The COVID-19 pandemic was undoubtedly challenging for the tech sector and chip manufacturers. However, the emergence of artificial intelligence (AI) has brought about a remarkable turnaround and unprecedented growth. AI is not just a part of the tech industry; it is becoming the tech industry itself. Among the companies benefitting the most from this AI surge is NVIDIA, the leading industrial-grade graphic processing hardware manufacturer. Despite facing significant setbacks, including political conflicts and the chip crisis, NVIDIA has experienced an impressive recovery, with its stock price surging by 166% in just five months. Other AI hardware manufacturers are also capitalising on this trend. Advanced Micro Devices Inc. (AMD","text":"AI Surge Ignites Tech Stocks, Propelling Unprecedented Growth The COVID-19 pandemic was undoubtedly challenging for the tech sector and chip manufacturers. However, the emergence of artificial intelligence (AI) has brought about a remarkable turnaround and unprecedented growth. AI is not just a part of the tech industry; it is becoming the tech industry itself. Among the companies benefitting the most from this AI surge is NVIDIA, the leading industrial-grade graphic processing hardware manufacturer. Despite facing significant setbacks, including political conflicts and the chip crisis, NVIDIA has experienced an impressive recovery, with its stock price surging by 166% in just five months. Other AI hardware manufacturers are also capitalising on this trend. Advanced Micro Devices Inc. (AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":9,"repostSize":2,"link":"https://ttm.financial/post/9979069277","repostId":"1160102314","repostType":4,"repost":{"id":"1160102314","pubTimestamp":1685154600,"share":"https://ttm.financial/m/news/1160102314?lang=&edition=fundamental","pubTime":"2023-05-27 10:30","market":"us","language":"en","title":"Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz","url":"https://stock-news.laohu8.com/highlight/detail?id=1160102314","media":"Decrypt","summary":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are","content":"<html><head></head><body><p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50fb80b6f7cc03a5e3cf11a7b3b09fe9\" alt=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" title=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" tg-width=\"1280\" tg-height=\"720\"/><span>Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock</span></p><p style=\"text-align: left;\">The pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.</p><p style=\"text-align: left;\">The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector&#39;s recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.</p><p>Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.</p><p style=\"text-align: left;\">The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.</p><p>In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there&#39;s no sign of it slowing down in the near term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/babbbe66a5a5d969b11406d4ee174e46\" alt=\"Nvidia stock. Image: TradingView\" title=\"Nvidia stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Nvidia stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">AI hardware manufacturers are on fire</h2><p style=\"text-align: left;\">However, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.</p><p style=\"text-align: left;\"><strong>Advanced Micro Devices Inc. (AMD)</strong></p><p style=\"text-align: left;\">AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.</p><p style=\"text-align: left;\">So far this year, the company&#39;s shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year&#39;s losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6366ec81807efe1a416c683a32c2b31f\" alt=\"AMD stock. Image: TradingView\" title=\"AMD stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>AMD stock. Image: TradingView</span></p><p><strong>Taiwan Semiconductor Manufacturing (TSM)</strong></p><p style=\"text-align: left;\">TSM is the world&#39;s largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.</p><p style=\"text-align: left;\">The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdf431d3491b72debe26255c5ac9539a\" alt=\"TSM stock. Image: TradingView\" title=\"TSM stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>TSM stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Micron Technology (MU)</strong></p><p style=\"text-align: left;\">Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.</p><p style=\"text-align: left;\">MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dca7c07adaccff09e676fa2e6169ea87\" alt=\"MU stock. Image: TradingView\" title=\"MU stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>MU stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">Three AI-related software stocks to watch</h2><p style=\"text-align: left;\">Beyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.</p><p style=\"text-align: left;\"><strong>Meta (META)</strong></p><p style=\"text-align: left;\">Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg&#39;s company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.</p><p style=\"text-align: left;\">A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.</p><p style=\"text-align: left;\">Meta has had its best half-year performance in history, rising 116% so far in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10b62ba6035d47a486c207dd778f6949\" alt=\"META stock. Image: TradingView\" title=\"META stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>META stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Microsoft (MSFT)</strong></p><p style=\"text-align: left;\">Bill Gates&#39; company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the &#34;godfather&#34; of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.</p><p style=\"text-align: left;\">OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant&#39;s stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c68c3791135de226b6c051a3c04f1e5\" alt=\"Microsoft stock. Image: TradingView\" title=\"Microsoft stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Microsoft stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Alphabet Inc (GOOGL)</strong></p><p style=\"text-align: left;\">Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.</p><p style=\"text-align: left;\">The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers&#39; needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNot Just Nvidia: These Are the Other Big Winners in the AI Chip Biz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-27 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks><strong>Decrypt</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the ...</p>\n\n<a href=\"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMD":"美国超微公司","NVDA":"英伟达","MSFT":"微软","META":"Meta Platforms, Inc.","TSM":"台积电","MU":"美光科技"},"source_url":"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160102314","content_text":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the world. Image: ShutterstockThe pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector's recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there's no sign of it slowing down in the near term.Nvidia stock. Image: TradingViewAI hardware manufacturers are on fireHowever, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.Advanced Micro Devices Inc. (AMD)AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.So far this year, the company's shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year's losses.AMD stock. Image: TradingViewTaiwan Semiconductor Manufacturing (TSM)TSM is the world's largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?TSM stock. Image: TradingViewMicron Technology (MU)Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.MU stock. Image: TradingViewThree AI-related software stocks to watchBeyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.Meta (META)Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg's company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.Meta has had its best half-year performance in history, rising 116% so far in 2023.META stock. Image: TradingViewMicrosoft (MSFT)Bill Gates' company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the \"godfather\" of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant's stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.Microsoft stock. Image: TradingViewAlphabet Inc (GOOGL)Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers' needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979085859,"gmtCreate":1685195178471,"gmtModify":1685195183018,"author":{"id":"4133762812365682","authorId":"4133762812365682","name":"KingRichard","avatar":"https://community-static.tradeup.com/news/60fd279c24da8b4a15e349a731237f69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133762812365682","authorIdStr":"4133762812365682"},"themes":[],"htmlText":"All Hype AI has been around for years, it's only good as the data you feed it And the algo that deduces what to base it's responses on.&nbsp;","listText":"All Hype AI has been around for years, it's only good as the data you feed it And the algo that deduces what to base it's responses on.&nbsp;","text":"All Hype AI has been around for years, it's only good as the data you feed it And the algo that deduces what to base it's responses on.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9979085859","repostId":"1160102314","repostType":2,"repost":{"id":"1160102314","pubTimestamp":1685154600,"share":"https://ttm.financial/m/news/1160102314?lang=&edition=fundamental","pubTime":"2023-05-27 10:30","market":"us","language":"en","title":"Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz","url":"https://stock-news.laohu8.com/highlight/detail?id=1160102314","media":"Decrypt","summary":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are","content":"<html><head></head><body><p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50fb80b6f7cc03a5e3cf11a7b3b09fe9\" alt=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" title=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" tg-width=\"1280\" tg-height=\"720\"/><span>Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock</span></p><p style=\"text-align: left;\">The pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.</p><p style=\"text-align: left;\">The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector&#39;s recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.</p><p>Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.</p><p style=\"text-align: left;\">The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.</p><p>In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there&#39;s no sign of it slowing down in the near term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/babbbe66a5a5d969b11406d4ee174e46\" alt=\"Nvidia stock. Image: TradingView\" title=\"Nvidia stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Nvidia stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">AI hardware manufacturers are on fire</h2><p style=\"text-align: left;\">However, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.</p><p style=\"text-align: left;\"><strong>Advanced Micro Devices Inc. (AMD)</strong></p><p style=\"text-align: left;\">AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.</p><p style=\"text-align: left;\">So far this year, the company&#39;s shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year&#39;s losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6366ec81807efe1a416c683a32c2b31f\" alt=\"AMD stock. Image: TradingView\" title=\"AMD stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>AMD stock. Image: TradingView</span></p><p><strong>Taiwan Semiconductor Manufacturing (TSM)</strong></p><p style=\"text-align: left;\">TSM is the world&#39;s largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.</p><p style=\"text-align: left;\">The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdf431d3491b72debe26255c5ac9539a\" alt=\"TSM stock. Image: TradingView\" title=\"TSM stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>TSM stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Micron Technology (MU)</strong></p><p style=\"text-align: left;\">Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.</p><p style=\"text-align: left;\">MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dca7c07adaccff09e676fa2e6169ea87\" alt=\"MU stock. Image: TradingView\" title=\"MU stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>MU stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">Three AI-related software stocks to watch</h2><p style=\"text-align: left;\">Beyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.</p><p style=\"text-align: left;\"><strong>Meta (META)</strong></p><p style=\"text-align: left;\">Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg&#39;s company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.</p><p style=\"text-align: left;\">A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.</p><p style=\"text-align: left;\">Meta has had its best half-year performance in history, rising 116% so far in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10b62ba6035d47a486c207dd778f6949\" alt=\"META stock. Image: TradingView\" title=\"META stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>META stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Microsoft (MSFT)</strong></p><p style=\"text-align: left;\">Bill Gates&#39; company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the &#34;godfather&#34; of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.</p><p style=\"text-align: left;\">OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant&#39;s stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c68c3791135de226b6c051a3c04f1e5\" alt=\"Microsoft stock. Image: TradingView\" title=\"Microsoft stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Microsoft stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Alphabet Inc (GOOGL)</strong></p><p style=\"text-align: left;\">Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.</p><p style=\"text-align: left;\">The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers&#39; needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNot Just Nvidia: These Are the Other Big Winners in the AI Chip Biz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-27 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks><strong>Decrypt</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the ...</p>\n\n<a href=\"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMD":"美国超微公司","NVDA":"英伟达","MSFT":"微软","META":"Meta Platforms, Inc.","TSM":"台积电","MU":"美光科技"},"source_url":"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160102314","content_text":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the world. Image: ShutterstockThe pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector's recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there's no sign of it slowing down in the near term.Nvidia stock. Image: TradingViewAI hardware manufacturers are on fireHowever, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.Advanced Micro Devices Inc. (AMD)AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.So far this year, the company's shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year's losses.AMD stock. Image: TradingViewTaiwan Semiconductor Manufacturing (TSM)TSM is the world's largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?TSM stock. Image: TradingViewMicron Technology (MU)Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.MU stock. Image: TradingViewThree AI-related software stocks to watchBeyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.Meta (META)Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg's company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.Meta has had its best half-year performance in history, rising 116% so far in 2023.META stock. Image: TradingViewMicrosoft (MSFT)Bill Gates' company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the \"godfather\" of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant's stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.Microsoft stock. Image: TradingViewAlphabet Inc (GOOGL)Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers' needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979082021,"gmtCreate":1685184697164,"gmtModify":1685184702171,"author":{"id":"3576636145098537","authorId":"3576636145098537","name":"zackf","avatar":"https://static.tigerbbs.com/6e148ee72387fd63bd5db10cbad48e8a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576636145098537","authorIdStr":"3576636145098537"},"themes":[],"htmlText":"Do","listText":"Do","text":"Do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979082021","repostId":"1160102314","repostType":2,"repost":{"id":"1160102314","pubTimestamp":1685154600,"share":"https://ttm.financial/m/news/1160102314?lang=&edition=fundamental","pubTime":"2023-05-27 10:30","market":"us","language":"en","title":"Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz","url":"https://stock-news.laohu8.com/highlight/detail?id=1160102314","media":"Decrypt","summary":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are","content":"<html><head></head><body><p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50fb80b6f7cc03a5e3cf11a7b3b09fe9\" alt=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" title=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" tg-width=\"1280\" tg-height=\"720\"/><span>Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock</span></p><p style=\"text-align: left;\">The pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.</p><p style=\"text-align: left;\">The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector&#39;s recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.</p><p>Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.</p><p style=\"text-align: left;\">The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.</p><p>In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there&#39;s no sign of it slowing down in the near term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/babbbe66a5a5d969b11406d4ee174e46\" alt=\"Nvidia stock. Image: TradingView\" title=\"Nvidia stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Nvidia stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">AI hardware manufacturers are on fire</h2><p style=\"text-align: left;\">However, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.</p><p style=\"text-align: left;\"><strong>Advanced Micro Devices Inc. (AMD)</strong></p><p style=\"text-align: left;\">AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.</p><p style=\"text-align: left;\">So far this year, the company&#39;s shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year&#39;s losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6366ec81807efe1a416c683a32c2b31f\" alt=\"AMD stock. Image: TradingView\" title=\"AMD stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>AMD stock. Image: TradingView</span></p><p><strong>Taiwan Semiconductor Manufacturing (TSM)</strong></p><p style=\"text-align: left;\">TSM is the world&#39;s largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.</p><p style=\"text-align: left;\">The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdf431d3491b72debe26255c5ac9539a\" alt=\"TSM stock. Image: TradingView\" title=\"TSM stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>TSM stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Micron Technology (MU)</strong></p><p style=\"text-align: left;\">Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.</p><p style=\"text-align: left;\">MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dca7c07adaccff09e676fa2e6169ea87\" alt=\"MU stock. Image: TradingView\" title=\"MU stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>MU stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">Three AI-related software stocks to watch</h2><p style=\"text-align: left;\">Beyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.</p><p style=\"text-align: left;\"><strong>Meta (META)</strong></p><p style=\"text-align: left;\">Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg&#39;s company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.</p><p style=\"text-align: left;\">A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.</p><p style=\"text-align: left;\">Meta has had its best half-year performance in history, rising 116% so far in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10b62ba6035d47a486c207dd778f6949\" alt=\"META stock. Image: TradingView\" title=\"META stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>META stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Microsoft (MSFT)</strong></p><p style=\"text-align: left;\">Bill Gates&#39; company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the &#34;godfather&#34; of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.</p><p style=\"text-align: left;\">OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant&#39;s stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c68c3791135de226b6c051a3c04f1e5\" alt=\"Microsoft stock. Image: TradingView\" title=\"Microsoft stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Microsoft stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Alphabet Inc (GOOGL)</strong></p><p style=\"text-align: left;\">Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.</p><p style=\"text-align: left;\">The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers&#39; needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNot Just Nvidia: These Are the Other Big Winners in the AI Chip Biz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-27 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks><strong>Decrypt</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the ...</p>\n\n<a href=\"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMD":"美国超微公司","NVDA":"英伟达","MSFT":"微软","META":"Meta Platforms, Inc.","TSM":"台积电","MU":"美光科技"},"source_url":"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160102314","content_text":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the world. Image: ShutterstockThe pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector's recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there's no sign of it slowing down in the near term.Nvidia stock. Image: TradingViewAI hardware manufacturers are on fireHowever, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.Advanced Micro Devices Inc. (AMD)AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.So far this year, the company's shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year's losses.AMD stock. Image: TradingViewTaiwan Semiconductor Manufacturing (TSM)TSM is the world's largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?TSM stock. Image: TradingViewMicron Technology (MU)Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.MU stock. Image: TradingViewThree AI-related software stocks to watchBeyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.Meta (META)Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg's company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.Meta has had its best half-year performance in history, rising 116% so far in 2023.META stock. Image: TradingViewMicrosoft (MSFT)Bill Gates' company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the \"godfather\" of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant's stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.Microsoft stock. Image: TradingViewAlphabet Inc (GOOGL)Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers' needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979086946,"gmtCreate":1685181927085,"gmtModify":1685185696878,"author":{"id":"4148122764612122","authorId":"4148122764612122","name":"roniel","avatar":"https://community-static.tradeup.com/news/09e4a1def8480d149a31720a571e96a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148122764612122","authorIdStr":"4148122764612122"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979086946","repostId":"1160102314","repostType":2,"repost":{"id":"1160102314","pubTimestamp":1685154600,"share":"https://ttm.financial/m/news/1160102314?lang=&edition=fundamental","pubTime":"2023-05-27 10:30","market":"us","language":"en","title":"Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz","url":"https://stock-news.laohu8.com/highlight/detail?id=1160102314","media":"Decrypt","summary":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are","content":"<html><head></head><body><p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50fb80b6f7cc03a5e3cf11a7b3b09fe9\" alt=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" title=\"Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock\" tg-width=\"1280\" tg-height=\"720\"/><span>Nvidia is one of the biggest chip manufacturers in the world. Image: Shutterstock</span></p><p style=\"text-align: left;\">The pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.</p><p style=\"text-align: left;\">The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector&#39;s recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.</p><p>Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.</p><p style=\"text-align: left;\">The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.</p><p>In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there&#39;s no sign of it slowing down in the near term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/babbbe66a5a5d969b11406d4ee174e46\" alt=\"Nvidia stock. Image: TradingView\" title=\"Nvidia stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Nvidia stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">AI hardware manufacturers are on fire</h2><p style=\"text-align: left;\">However, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.</p><p style=\"text-align: left;\"><strong>Advanced Micro Devices Inc. (AMD)</strong></p><p style=\"text-align: left;\">AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.</p><p style=\"text-align: left;\">So far this year, the company&#39;s shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year&#39;s losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6366ec81807efe1a416c683a32c2b31f\" alt=\"AMD stock. Image: TradingView\" title=\"AMD stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>AMD stock. Image: TradingView</span></p><p><strong>Taiwan Semiconductor Manufacturing (TSM)</strong></p><p style=\"text-align: left;\">TSM is the world&#39;s largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.</p><p style=\"text-align: left;\">The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdf431d3491b72debe26255c5ac9539a\" alt=\"TSM stock. Image: TradingView\" title=\"TSM stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>TSM stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Micron Technology (MU)</strong></p><p style=\"text-align: left;\">Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.</p><p style=\"text-align: left;\">MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dca7c07adaccff09e676fa2e6169ea87\" alt=\"MU stock. Image: TradingView\" title=\"MU stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>MU stock. Image: TradingView</span></p><h2 style=\"text-align: left;\">Three AI-related software stocks to watch</h2><p style=\"text-align: left;\">Beyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.</p><p style=\"text-align: left;\"><strong>Meta (META)</strong></p><p style=\"text-align: left;\">Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg&#39;s company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.</p><p style=\"text-align: left;\">A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.</p><p style=\"text-align: left;\">Meta has had its best half-year performance in history, rising 116% so far in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10b62ba6035d47a486c207dd778f6949\" alt=\"META stock. Image: TradingView\" title=\"META stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>META stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Microsoft (MSFT)</strong></p><p style=\"text-align: left;\">Bill Gates&#39; company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the &#34;godfather&#34; of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.</p><p style=\"text-align: left;\">OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant&#39;s stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c68c3791135de226b6c051a3c04f1e5\" alt=\"Microsoft stock. Image: TradingView\" title=\"Microsoft stock. Image: TradingView\" tg-width=\"1536\" tg-height=\"765\"/><span>Microsoft stock. Image: TradingView</span></p><p style=\"text-align: left;\"><strong>Alphabet Inc (GOOGL)</strong></p><p style=\"text-align: left;\">Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.</p><p style=\"text-align: left;\">The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers&#39; needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not Just Nvidia: These Are the Other Big Winners in the AI Chip Biz</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNot Just Nvidia: These Are the Other Big Winners in the AI Chip Biz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-27 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks><strong>Decrypt</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the ...</p>\n\n<a href=\"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMD":"美国超微公司","NVDA":"英伟达","MSFT":"微软","META":"Meta Platforms, Inc.","TSM":"台积电","MU":"美光科技"},"source_url":"https://decrypt.co/142568/nvidia-big-winners-ai-chip-biz-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160102314","content_text":"COVID-19 was hell for tech stock and chip manufacturers. But AI has now flipped the script. Here are the companies benefiting the most so far.Nvidia is one of the biggest chip manufacturers in the world. Image: ShutterstockThe pandemic may have brought about a storm, but it has also fostered fertile ground for innovation.The rise of AI, led by generative AI tools such as ChatGPT and Stable Diffusion, has not only aided the tech sector's recovery but has also driven it towards unprecedented growth. As we look into the future, one thing is clear: AI is not just a part of the tech industry; it is becoming the tech industry.Markets, in general, are rebounding post-pandemic. However, the advent of AI has been a particular windfall for tech stocks, especially hardware manufacturers.The most evident recent example, of course, is NVIDIA, the company behind the leading industrial-grade graphic processing hardware and the creators of CUDA technology, without which contemporary AI developments would not be feasible.In a mere five months, NVIDIA has experienced the most significant surge to its stock price in its history. It has now recorded a 166% spike after enduring a 50% drop due to a rough combination of political conflicts between the U.S. and China, the 2022 chip crisis, and a market standstill caused by the COVID-19 pandemic. In less than half a year, the company has recuperated from these losses, and there's no sign of it slowing down in the near term.Nvidia stock. Image: TradingViewAI hardware manufacturers are on fireHowever, NVIDIA is not the only company reaping the benefits of the AI surge. Other competing and related companies are also profiting significantly from this new trend. Here are some of the winners.Advanced Micro Devices Inc. (AMD)AMD manufactures high-performance computing and graphics solutions that are utilized in AI applications. They have developed specific GPUs and CPUs that are optimized for machine learning and AI workloads, and they are the second-most popular choice of GPUs for domestic users.So far this year, the company's shares have ascended 94% from $65 to their current price of $125. If the share price hits $145, it would compensate for all of last year's losses.AMD stock. Image: TradingViewTaiwan Semiconductor Manufacturing (TSM)TSM is the world's largest dedicated independent (pure-play) semiconductor foundry. As a foundry, they produce chips for various companies, many of which are involved in AI.The company is up 39% since the start of the year. With another 20% rise, it would recover the losses from 2022. Chip crisis? Where?TSM stock. Image: TradingViewMicron Technology (MU)Micron Technology is a global leader in the semiconductor industry. They manufacture a broad range of memory and storage products, which are crucial components for AI and machine learning systems that require quick and efficient data processing.MU shares have increased 47% so far in 2023, and they have growth potential of another 27% before encountering resistance marked by their own all-time high.MU stock. Image: TradingViewThree AI-related software stocks to watchBeyond the hardware realm, software companies are also experiencing a spectacular year, particularly due to the explosion of generative AI, with ChatGPT leading the hype.Meta (META)Previously known as Facebook, Meta is one of the favorites among investors. Shifting focus from the metaverse to AI is yielding results for Mark Zuckerberg's company, which, in addition to implementing solutions in its traditional business model, has also published significant open-source contributions, including the Large Language Model LLaMa.A Large Language Model (or LLM) is an AI model trained on a large amount of text data and is able to generate human-like responces to different text prompts. (This simulates a conversation using natural language.) LLaMA is a highly popular LLM among AI users and developers.Meta has had its best half-year performance in history, rising 116% so far in 2023.META stock. Image: TradingViewMicrosoft (MSFT)Bill Gates' company is renowned for being the creators of Windows and the Xbox gaming console. But now it is gaining ground for being the \"godfather\" of OpenAI, the company that developed LLM GPT-4 and ChatGPT, the chatbot that brought AI into the media spotlight.OpenAI is valued at $29 billion, and Microsoft alone has invested $13 billion. The decision to incorporate GPT-4 into their Edge browser and Bing search engine, as well as using Bing as the default search engine for ChatGPT, has been a catalyst for the tech giant's stock price. So far in 2023, Microsoft has risen nearly 40%, offsetting the losses from the previous year.Microsoft stock. Image: TradingViewAlphabet Inc (GOOGL)Alphabet, the parent company of Google, is heavily invested in AI. They have developed Tensor Processing Units (TPUs), which are custom-developed application-specific integrated circuits (ASICs) used to accelerate machine learning workloads. They are also the developers of TensorFlow, an open-source AI library, and offer cloud-based AI services. In the realm of software, the company has been much more active.The launch of Bard with its improved PaLM2 has been a success, positioning it as a direct competitor to ChatGPT. The release of LLM models tailored to customers' needs has generated a positive response among its investors (unlike what happened when the company presented its first chatbot and it started hallucinating). GOOGL shares have risen 40% so far this year and are 20% away from growth until they challenge the resistance of their all-time high again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979035264,"gmtCreate":1685134574958,"gmtModify":1685134579424,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577182936341023","authorIdStr":"3577182936341023"},"themes":[],"htmlText":"Cloud ai trend revenue upside&nbsp;","listText":"Cloud ai trend revenue upside&nbsp;","text":"Cloud ai trend revenue upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979035264","repostId":"2338548179","repostType":4,"repost":{"id":"2338548179","pubTimestamp":1685113946,"share":"https://ttm.financial/m/news/2338548179?lang=&edition=fundamental","pubTime":"2023-05-26 23:12","market":"us","language":"en","title":"Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution","url":"https://stock-news.laohu8.com/highlight/detail?id=2338548179","media":"Motley Fool","summary":"AI has gone viral. There's a reason some stocks are the most obvious choices.","content":"<html><head></head><body><p>There&#39;s simply no way to ignore what&#39;s happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation chatbots -- have set off a firestorm of interest from consumers and investors alike. This has since taken on a life of its own, and the hype cycle is currently shifted into overdrive.</p><p>Yet even amid the hype, the opportunity appears vast. Even the most conservative estimates are stunning. TD Cowen analyst John Blackledge has crunched the numbers and concluded that spending on generative AI software will top $81 billion by 2027, representing a compound annual growth rate (CAGR) of 190%. </p><p>For those looking to benefit from the AI gold rush without betting the farm, here are three companies with proven track records that provide investors with plenty of upside.</p><h2>No-brainer stock No. 1: <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>It shouldn&#39;t be surprising to find an industry stalwart and AI pioneer like <strong>Alphabet</strong> (GOOGL) (GOOG) topping the list.</p><p>The company doesn&#39;t need to rely on some pie-in-the-sky future to benefit from AI. Google has a long history of using these advanced algorithms to provide relevant responses to user search queries. Its success is undeniable, helping Google retain an unrivaled hold on the search market for more than 20 years. The company absolutely dominates the competition, commanding roughly 93% of the worldwide search market. </p><p>Its dominance in search fuels Alphabet&#39;s industry-leading digital advertising business, which accounts for about 30% of global digital ad spending, according to marketing trade publication Digiday. Google&#39;s AI helps ensure the right target markets sees its ads, which account for the bulk of the company&#39;s revenue.</p><p>There&#39;s more. Google Cloud provides users with a long and growing list of AI functionality. This has helped turn it into the third-largest cloud infrastructure provider, while also making it the fastest-growing of the big three. Google Cloud revenue climbed 30% year over year in the first quarter, outpacing <strong>Amazon</strong> Web Services and <strong>Microsoft</strong> (MSFT 3.85%) Azure, which grew 27% and 16%, respectively. </p><p>Alphabet recently announced plans for additional investment in generative AI while integrating the technology into a broad cross section of its products and services.</p><p>The downturn has weighed on Alphabet&#39;s share price, allowing investors to get all the AI potential for a song. The stock is currently selling for less than 5 times next year&#39;s sales, near its cheapest valuation since 2013. This is a compelling price to pay for several industry-leading businesses and exposure to the upside of AI.</p><h2>No-brainer stock No. 2: <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>The catalyst sparking the current renaissance in AI can undoubtedly be traced to the debut of ChatGPT late last year. The app set a record by acquiring 100 million monthly active users just two months after its launch, setting a new bar for the fastest-growing consumer app in history, according to Reuters. </p><p>That spark turned into a roaring wildfire amid reports that Microsoft had invested a total of $13 billion in ChatGPT creator OpenAI. The software giant also announced ambitious plans to integrate ChatGPT&#39;s conversational AI into its Bing search engine. Many of the biggest names in technology raced to come up with their own generative AI solutions, and the AI arms race was on.</p><p>Microsoft has been in the search engine market for a while, but the fervor surrounding generative AI whipped up interest in Bing search. It won&#39;t take much in the way of market share gains to move the needle: &#34;For every one point of share gain in the search advertising market, it&#39;s a $2 billion revenue opportunity for our advertising business,&#34; according to Philippe Ockenden, Microsoft&#39;s CVP of finance. </p><p>The company is well established in the enterprise software, personal computing, and cloud computing arenas, so there are plenty of lucrative foundational businesses worth investing in while Microsoft pursues its next AI-fueled revenue stream. Plus, the company&#39;s sizable client base is a captive audience and potential customers for Microsoft&#39;s advances in AI.</p><p>Let&#39;s not forget that, like Alphabet, Microsoft already provides a host of AI-related products and services to users via its Azure Cloud. The company is also integrating AI across the broad spectrum of its products and services, including Windows, Microsoft 365, Xbox, HoloLens, Teams, and even LinkedIn -- to better match job seekers with available positions. </p><p>The stock isn&#39;t cheap at 11 times next year&#39;s sales, but investors frequently reward premium valuations to companies with a long history of growth and a large opportunity, and Microsoft is the poster child for execution.</p><h2>No-brainer stock No. 3: <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>When it comes to AI, arguably no company is better positioned to benefit from the current trend than Nvidia (NVDA). It helped pioneer the training of AI models by adapting the high-end graphics processing units (GPUs) used to render lifelike images in games. Nvidia GPUs are the gold standard for AI due to the cutting-edge hardware and software stacks that provide turnkey AI operations across a variety of industries and sectors. In fact, ChatGPT was trained on roughly 10,000 Nvidia GPUs -- and the next generation will likely require more.</p><p>As valuable as AI is to Nvidia&#39;s long-term prospects, the company is the undisputed leader in the discrete desktop GPU market, controlling a dominant 88% share -- leaving scraps for the competition. For full disclosure, the gaming market has been hit hard by the downturn. Gamers are using their existing graphics cards longer, but once the economy rebounds, the pent-up demand could send Nvidia stock even higher.</p><p>That long-expected turnaround may be on the horizon. CEO Jensen Huang recently said, &#34;Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering.&#34; A rebound in the gaming market would support the stock&#39;s stellar gains so far this year. </p><p>There&#39;s also the cloud computing and data center markets -- and Nvidia processors are the semiconductor of choice for zipping information across the ether. Nvidia is adding other tools to its data center market, with a new central processing unit (CPU) designed to steal share from <strong>Intel</strong> and <strong>Advanced Micro Devices</strong>.</p><p>Bears will point to Nvidia&#39;s valuation -- and at 20 times next year&#39;s sales, they&#39;d certainly have a point. That said, if the company can latch on to the soaring AI growth engine and hold on, it will eventually catch up to its lofty price.</p><p>Valuation aside, of all the stocks set to benefit from AI, Nvidia could be the clearest winner.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIgnore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's simply no way to ignore what's happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338548179","content_text":"There's simply no way to ignore what's happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation chatbots -- have set off a firestorm of interest from consumers and investors alike. This has since taken on a life of its own, and the hype cycle is currently shifted into overdrive.Yet even amid the hype, the opportunity appears vast. Even the most conservative estimates are stunning. TD Cowen analyst John Blackledge has crunched the numbers and concluded that spending on generative AI software will top $81 billion by 2027, representing a compound annual growth rate (CAGR) of 190%. For those looking to benefit from the AI gold rush without betting the farm, here are three companies with proven track records that provide investors with plenty of upside.No-brainer stock No. 1: AlphabetIt shouldn't be surprising to find an industry stalwart and AI pioneer like Alphabet (GOOGL) (GOOG) topping the list.The company doesn't need to rely on some pie-in-the-sky future to benefit from AI. Google has a long history of using these advanced algorithms to provide relevant responses to user search queries. Its success is undeniable, helping Google retain an unrivaled hold on the search market for more than 20 years. The company absolutely dominates the competition, commanding roughly 93% of the worldwide search market. Its dominance in search fuels Alphabet's industry-leading digital advertising business, which accounts for about 30% of global digital ad spending, according to marketing trade publication Digiday. Google's AI helps ensure the right target markets sees its ads, which account for the bulk of the company's revenue.There's more. Google Cloud provides users with a long and growing list of AI functionality. This has helped turn it into the third-largest cloud infrastructure provider, while also making it the fastest-growing of the big three. Google Cloud revenue climbed 30% year over year in the first quarter, outpacing Amazon Web Services and Microsoft (MSFT 3.85%) Azure, which grew 27% and 16%, respectively. Alphabet recently announced plans for additional investment in generative AI while integrating the technology into a broad cross section of its products and services.The downturn has weighed on Alphabet's share price, allowing investors to get all the AI potential for a song. The stock is currently selling for less than 5 times next year's sales, near its cheapest valuation since 2013. This is a compelling price to pay for several industry-leading businesses and exposure to the upside of AI.No-brainer stock No. 2: MicrosoftThe catalyst sparking the current renaissance in AI can undoubtedly be traced to the debut of ChatGPT late last year. The app set a record by acquiring 100 million monthly active users just two months after its launch, setting a new bar for the fastest-growing consumer app in history, according to Reuters. That spark turned into a roaring wildfire amid reports that Microsoft had invested a total of $13 billion in ChatGPT creator OpenAI. The software giant also announced ambitious plans to integrate ChatGPT's conversational AI into its Bing search engine. Many of the biggest names in technology raced to come up with their own generative AI solutions, and the AI arms race was on.Microsoft has been in the search engine market for a while, but the fervor surrounding generative AI whipped up interest in Bing search. It won't take much in the way of market share gains to move the needle: \"For every one point of share gain in the search advertising market, it's a $2 billion revenue opportunity for our advertising business,\" according to Philippe Ockenden, Microsoft's CVP of finance. The company is well established in the enterprise software, personal computing, and cloud computing arenas, so there are plenty of lucrative foundational businesses worth investing in while Microsoft pursues its next AI-fueled revenue stream. Plus, the company's sizable client base is a captive audience and potential customers for Microsoft's advances in AI.Let's not forget that, like Alphabet, Microsoft already provides a host of AI-related products and services to users via its Azure Cloud. The company is also integrating AI across the broad spectrum of its products and services, including Windows, Microsoft 365, Xbox, HoloLens, Teams, and even LinkedIn -- to better match job seekers with available positions. The stock isn't cheap at 11 times next year's sales, but investors frequently reward premium valuations to companies with a long history of growth and a large opportunity, and Microsoft is the poster child for execution.No-brainer stock No. 3: NvidiaWhen it comes to AI, arguably no company is better positioned to benefit from the current trend than Nvidia (NVDA). It helped pioneer the training of AI models by adapting the high-end graphics processing units (GPUs) used to render lifelike images in games. Nvidia GPUs are the gold standard for AI due to the cutting-edge hardware and software stacks that provide turnkey AI operations across a variety of industries and sectors. In fact, ChatGPT was trained on roughly 10,000 Nvidia GPUs -- and the next generation will likely require more.As valuable as AI is to Nvidia's long-term prospects, the company is the undisputed leader in the discrete desktop GPU market, controlling a dominant 88% share -- leaving scraps for the competition. For full disclosure, the gaming market has been hit hard by the downturn. Gamers are using their existing graphics cards longer, but once the economy rebounds, the pent-up demand could send Nvidia stock even higher.That long-expected turnaround may be on the horizon. CEO Jensen Huang recently said, \"Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering.\" A rebound in the gaming market would support the stock's stellar gains so far this year. There's also the cloud computing and data center markets -- and Nvidia processors are the semiconductor of choice for zipping information across the ether. Nvidia is adding other tools to its data center market, with a new central processing unit (CPU) designed to steal share from Intel and Advanced Micro Devices.Bears will point to Nvidia's valuation -- and at 20 times next year's sales, they'd certainly have a point. That said, if the company can latch on to the soaring AI growth engine and hold on, it will eventually catch up to its lofty price.Valuation aside, of all the stocks set to benefit from AI, Nvidia could be the clearest winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979036468,"gmtCreate":1685124769955,"gmtModify":1685124774369,"author":{"id":"4106663006772770","authorId":"4106663006772770","name":"Sigit waloyo","avatar":"https://static.itradeup.com/news/793d6f1c1bc32e2f7cdb8ef7a8931a1c","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4106663006772770","authorIdStr":"4106663006772770"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979036468","repostId":"2338548179","repostType":4,"repost":{"id":"2338548179","pubTimestamp":1685113946,"share":"https://ttm.financial/m/news/2338548179?lang=&edition=fundamental","pubTime":"2023-05-26 23:12","market":"us","language":"en","title":"Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution","url":"https://stock-news.laohu8.com/highlight/detail?id=2338548179","media":"Motley Fool","summary":"AI has gone viral. There's a reason some stocks are the most obvious choices.","content":"<html><head></head><body><p>There&#39;s simply no way to ignore what&#39;s happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation chatbots -- have set off a firestorm of interest from consumers and investors alike. This has since taken on a life of its own, and the hype cycle is currently shifted into overdrive.</p><p>Yet even amid the hype, the opportunity appears vast. Even the most conservative estimates are stunning. TD Cowen analyst John Blackledge has crunched the numbers and concluded that spending on generative AI software will top $81 billion by 2027, representing a compound annual growth rate (CAGR) of 190%. </p><p>For those looking to benefit from the AI gold rush without betting the farm, here are three companies with proven track records that provide investors with plenty of upside.</p><h2>No-brainer stock No. 1: <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>It shouldn&#39;t be surprising to find an industry stalwart and AI pioneer like <strong>Alphabet</strong> (GOOGL) (GOOG) topping the list.</p><p>The company doesn&#39;t need to rely on some pie-in-the-sky future to benefit from AI. Google has a long history of using these advanced algorithms to provide relevant responses to user search queries. Its success is undeniable, helping Google retain an unrivaled hold on the search market for more than 20 years. The company absolutely dominates the competition, commanding roughly 93% of the worldwide search market. </p><p>Its dominance in search fuels Alphabet&#39;s industry-leading digital advertising business, which accounts for about 30% of global digital ad spending, according to marketing trade publication Digiday. Google&#39;s AI helps ensure the right target markets sees its ads, which account for the bulk of the company&#39;s revenue.</p><p>There&#39;s more. Google Cloud provides users with a long and growing list of AI functionality. This has helped turn it into the third-largest cloud infrastructure provider, while also making it the fastest-growing of the big three. Google Cloud revenue climbed 30% year over year in the first quarter, outpacing <strong>Amazon</strong> Web Services and <strong>Microsoft</strong> (MSFT 3.85%) Azure, which grew 27% and 16%, respectively. </p><p>Alphabet recently announced plans for additional investment in generative AI while integrating the technology into a broad cross section of its products and services.</p><p>The downturn has weighed on Alphabet&#39;s share price, allowing investors to get all the AI potential for a song. The stock is currently selling for less than 5 times next year&#39;s sales, near its cheapest valuation since 2013. This is a compelling price to pay for several industry-leading businesses and exposure to the upside of AI.</p><h2>No-brainer stock No. 2: <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>The catalyst sparking the current renaissance in AI can undoubtedly be traced to the debut of ChatGPT late last year. The app set a record by acquiring 100 million monthly active users just two months after its launch, setting a new bar for the fastest-growing consumer app in history, according to Reuters. </p><p>That spark turned into a roaring wildfire amid reports that Microsoft had invested a total of $13 billion in ChatGPT creator OpenAI. The software giant also announced ambitious plans to integrate ChatGPT&#39;s conversational AI into its Bing search engine. Many of the biggest names in technology raced to come up with their own generative AI solutions, and the AI arms race was on.</p><p>Microsoft has been in the search engine market for a while, but the fervor surrounding generative AI whipped up interest in Bing search. It won&#39;t take much in the way of market share gains to move the needle: &#34;For every one point of share gain in the search advertising market, it&#39;s a $2 billion revenue opportunity for our advertising business,&#34; according to Philippe Ockenden, Microsoft&#39;s CVP of finance. </p><p>The company is well established in the enterprise software, personal computing, and cloud computing arenas, so there are plenty of lucrative foundational businesses worth investing in while Microsoft pursues its next AI-fueled revenue stream. Plus, the company&#39;s sizable client base is a captive audience and potential customers for Microsoft&#39;s advances in AI.</p><p>Let&#39;s not forget that, like Alphabet, Microsoft already provides a host of AI-related products and services to users via its Azure Cloud. The company is also integrating AI across the broad spectrum of its products and services, including Windows, Microsoft 365, Xbox, HoloLens, Teams, and even LinkedIn -- to better match job seekers with available positions. </p><p>The stock isn&#39;t cheap at 11 times next year&#39;s sales, but investors frequently reward premium valuations to companies with a long history of growth and a large opportunity, and Microsoft is the poster child for execution.</p><h2>No-brainer stock No. 3: <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>When it comes to AI, arguably no company is better positioned to benefit from the current trend than Nvidia (NVDA). It helped pioneer the training of AI models by adapting the high-end graphics processing units (GPUs) used to render lifelike images in games. Nvidia GPUs are the gold standard for AI due to the cutting-edge hardware and software stacks that provide turnkey AI operations across a variety of industries and sectors. In fact, ChatGPT was trained on roughly 10,000 Nvidia GPUs -- and the next generation will likely require more.</p><p>As valuable as AI is to Nvidia&#39;s long-term prospects, the company is the undisputed leader in the discrete desktop GPU market, controlling a dominant 88% share -- leaving scraps for the competition. For full disclosure, the gaming market has been hit hard by the downturn. Gamers are using their existing graphics cards longer, but once the economy rebounds, the pent-up demand could send Nvidia stock even higher.</p><p>That long-expected turnaround may be on the horizon. CEO Jensen Huang recently said, &#34;Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering.&#34; A rebound in the gaming market would support the stock&#39;s stellar gains so far this year. </p><p>There&#39;s also the cloud computing and data center markets -- and Nvidia processors are the semiconductor of choice for zipping information across the ether. Nvidia is adding other tools to its data center market, with a new central processing unit (CPU) designed to steal share from <strong>Intel</strong> and <strong>Advanced Micro Devices</strong>.</p><p>Bears will point to Nvidia&#39;s valuation -- and at 20 times next year&#39;s sales, they&#39;d certainly have a point. That said, if the company can latch on to the soaring AI growth engine and hold on, it will eventually catch up to its lofty price.</p><p>Valuation aside, of all the stocks set to benefit from AI, Nvidia could be the clearest winner.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIgnore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's simply no way to ignore what's happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338548179","content_text":"There's simply no way to ignore what's happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation chatbots -- have set off a firestorm of interest from consumers and investors alike. This has since taken on a life of its own, and the hype cycle is currently shifted into overdrive.Yet even amid the hype, the opportunity appears vast. Even the most conservative estimates are stunning. TD Cowen analyst John Blackledge has crunched the numbers and concluded that spending on generative AI software will top $81 billion by 2027, representing a compound annual growth rate (CAGR) of 190%. For those looking to benefit from the AI gold rush without betting the farm, here are three companies with proven track records that provide investors with plenty of upside.No-brainer stock No. 1: AlphabetIt shouldn't be surprising to find an industry stalwart and AI pioneer like Alphabet (GOOGL) (GOOG) topping the list.The company doesn't need to rely on some pie-in-the-sky future to benefit from AI. Google has a long history of using these advanced algorithms to provide relevant responses to user search queries. Its success is undeniable, helping Google retain an unrivaled hold on the search market for more than 20 years. The company absolutely dominates the competition, commanding roughly 93% of the worldwide search market. Its dominance in search fuels Alphabet's industry-leading digital advertising business, which accounts for about 30% of global digital ad spending, according to marketing trade publication Digiday. Google's AI helps ensure the right target markets sees its ads, which account for the bulk of the company's revenue.There's more. Google Cloud provides users with a long and growing list of AI functionality. This has helped turn it into the third-largest cloud infrastructure provider, while also making it the fastest-growing of the big three. Google Cloud revenue climbed 30% year over year in the first quarter, outpacing Amazon Web Services and Microsoft (MSFT 3.85%) Azure, which grew 27% and 16%, respectively. Alphabet recently announced plans for additional investment in generative AI while integrating the technology into a broad cross section of its products and services.The downturn has weighed on Alphabet's share price, allowing investors to get all the AI potential for a song. The stock is currently selling for less than 5 times next year's sales, near its cheapest valuation since 2013. This is a compelling price to pay for several industry-leading businesses and exposure to the upside of AI.No-brainer stock No. 2: MicrosoftThe catalyst sparking the current renaissance in AI can undoubtedly be traced to the debut of ChatGPT late last year. The app set a record by acquiring 100 million monthly active users just two months after its launch, setting a new bar for the fastest-growing consumer app in history, according to Reuters. That spark turned into a roaring wildfire amid reports that Microsoft had invested a total of $13 billion in ChatGPT creator OpenAI. The software giant also announced ambitious plans to integrate ChatGPT's conversational AI into its Bing search engine. Many of the biggest names in technology raced to come up with their own generative AI solutions, and the AI arms race was on.Microsoft has been in the search engine market for a while, but the fervor surrounding generative AI whipped up interest in Bing search. It won't take much in the way of market share gains to move the needle: \"For every one point of share gain in the search advertising market, it's a $2 billion revenue opportunity for our advertising business,\" according to Philippe Ockenden, Microsoft's CVP of finance. The company is well established in the enterprise software, personal computing, and cloud computing arenas, so there are plenty of lucrative foundational businesses worth investing in while Microsoft pursues its next AI-fueled revenue stream. Plus, the company's sizable client base is a captive audience and potential customers for Microsoft's advances in AI.Let's not forget that, like Alphabet, Microsoft already provides a host of AI-related products and services to users via its Azure Cloud. The company is also integrating AI across the broad spectrum of its products and services, including Windows, Microsoft 365, Xbox, HoloLens, Teams, and even LinkedIn -- to better match job seekers with available positions. The stock isn't cheap at 11 times next year's sales, but investors frequently reward premium valuations to companies with a long history of growth and a large opportunity, and Microsoft is the poster child for execution.No-brainer stock No. 3: NvidiaWhen it comes to AI, arguably no company is better positioned to benefit from the current trend than Nvidia (NVDA). It helped pioneer the training of AI models by adapting the high-end graphics processing units (GPUs) used to render lifelike images in games. Nvidia GPUs are the gold standard for AI due to the cutting-edge hardware and software stacks that provide turnkey AI operations across a variety of industries and sectors. In fact, ChatGPT was trained on roughly 10,000 Nvidia GPUs -- and the next generation will likely require more.As valuable as AI is to Nvidia's long-term prospects, the company is the undisputed leader in the discrete desktop GPU market, controlling a dominant 88% share -- leaving scraps for the competition. For full disclosure, the gaming market has been hit hard by the downturn. Gamers are using their existing graphics cards longer, but once the economy rebounds, the pent-up demand could send Nvidia stock even higher.That long-expected turnaround may be on the horizon. CEO Jensen Huang recently said, \"Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering.\" A rebound in the gaming market would support the stock's stellar gains so far this year. There's also the cloud computing and data center markets -- and Nvidia processors are the semiconductor of choice for zipping information across the ether. Nvidia is adding other tools to its data center market, with a new central processing unit (CPU) designed to steal share from Intel and Advanced Micro Devices.Bears will point to Nvidia's valuation -- and at 20 times next year's sales, they'd certainly have a point. That said, if the company can latch on to the soaring AI growth engine and hold on, it will eventually catch up to its lofty price.Valuation aside, of all the stocks set to benefit from AI, Nvidia could be the clearest winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979031088,"gmtCreate":1685119235045,"gmtModify":1685119241234,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"themes":[],"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979031088","repostId":"2338548179","repostType":2,"repost":{"id":"2338548179","pubTimestamp":1685113946,"share":"https://ttm.financial/m/news/2338548179?lang=&edition=fundamental","pubTime":"2023-05-26 23:12","market":"us","language":"en","title":"Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution","url":"https://stock-news.laohu8.com/highlight/detail?id=2338548179","media":"Motley Fool","summary":"AI has gone viral. There's a reason some stocks are the most obvious choices.","content":"<html><head></head><body><p>There&#39;s simply no way to ignore what&#39;s happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation chatbots -- have set off a firestorm of interest from consumers and investors alike. This has since taken on a life of its own, and the hype cycle is currently shifted into overdrive.</p><p>Yet even amid the hype, the opportunity appears vast. Even the most conservative estimates are stunning. TD Cowen analyst John Blackledge has crunched the numbers and concluded that spending on generative AI software will top $81 billion by 2027, representing a compound annual growth rate (CAGR) of 190%. </p><p>For those looking to benefit from the AI gold rush without betting the farm, here are three companies with proven track records that provide investors with plenty of upside.</p><h2>No-brainer stock No. 1: <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>It shouldn&#39;t be surprising to find an industry stalwart and AI pioneer like <strong>Alphabet</strong> (GOOGL) (GOOG) topping the list.</p><p>The company doesn&#39;t need to rely on some pie-in-the-sky future to benefit from AI. Google has a long history of using these advanced algorithms to provide relevant responses to user search queries. Its success is undeniable, helping Google retain an unrivaled hold on the search market for more than 20 years. The company absolutely dominates the competition, commanding roughly 93% of the worldwide search market. </p><p>Its dominance in search fuels Alphabet&#39;s industry-leading digital advertising business, which accounts for about 30% of global digital ad spending, according to marketing trade publication Digiday. Google&#39;s AI helps ensure the right target markets sees its ads, which account for the bulk of the company&#39;s revenue.</p><p>There&#39;s more. Google Cloud provides users with a long and growing list of AI functionality. This has helped turn it into the third-largest cloud infrastructure provider, while also making it the fastest-growing of the big three. Google Cloud revenue climbed 30% year over year in the first quarter, outpacing <strong>Amazon</strong> Web Services and <strong>Microsoft</strong> (MSFT 3.85%) Azure, which grew 27% and 16%, respectively. </p><p>Alphabet recently announced plans for additional investment in generative AI while integrating the technology into a broad cross section of its products and services.</p><p>The downturn has weighed on Alphabet&#39;s share price, allowing investors to get all the AI potential for a song. The stock is currently selling for less than 5 times next year&#39;s sales, near its cheapest valuation since 2013. This is a compelling price to pay for several industry-leading businesses and exposure to the upside of AI.</p><h2>No-brainer stock No. 2: <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>The catalyst sparking the current renaissance in AI can undoubtedly be traced to the debut of ChatGPT late last year. The app set a record by acquiring 100 million monthly active users just two months after its launch, setting a new bar for the fastest-growing consumer app in history, according to Reuters. </p><p>That spark turned into a roaring wildfire amid reports that Microsoft had invested a total of $13 billion in ChatGPT creator OpenAI. The software giant also announced ambitious plans to integrate ChatGPT&#39;s conversational AI into its Bing search engine. Many of the biggest names in technology raced to come up with their own generative AI solutions, and the AI arms race was on.</p><p>Microsoft has been in the search engine market for a while, but the fervor surrounding generative AI whipped up interest in Bing search. It won&#39;t take much in the way of market share gains to move the needle: &#34;For every one point of share gain in the search advertising market, it&#39;s a $2 billion revenue opportunity for our advertising business,&#34; according to Philippe Ockenden, Microsoft&#39;s CVP of finance. </p><p>The company is well established in the enterprise software, personal computing, and cloud computing arenas, so there are plenty of lucrative foundational businesses worth investing in while Microsoft pursues its next AI-fueled revenue stream. Plus, the company&#39;s sizable client base is a captive audience and potential customers for Microsoft&#39;s advances in AI.</p><p>Let&#39;s not forget that, like Alphabet, Microsoft already provides a host of AI-related products and services to users via its Azure Cloud. The company is also integrating AI across the broad spectrum of its products and services, including Windows, Microsoft 365, Xbox, HoloLens, Teams, and even LinkedIn -- to better match job seekers with available positions. </p><p>The stock isn&#39;t cheap at 11 times next year&#39;s sales, but investors frequently reward premium valuations to companies with a long history of growth and a large opportunity, and Microsoft is the poster child for execution.</p><h2>No-brainer stock No. 3: <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>When it comes to AI, arguably no company is better positioned to benefit from the current trend than Nvidia (NVDA). It helped pioneer the training of AI models by adapting the high-end graphics processing units (GPUs) used to render lifelike images in games. Nvidia GPUs are the gold standard for AI due to the cutting-edge hardware and software stacks that provide turnkey AI operations across a variety of industries and sectors. In fact, ChatGPT was trained on roughly 10,000 Nvidia GPUs -- and the next generation will likely require more.</p><p>As valuable as AI is to Nvidia&#39;s long-term prospects, the company is the undisputed leader in the discrete desktop GPU market, controlling a dominant 88% share -- leaving scraps for the competition. For full disclosure, the gaming market has been hit hard by the downturn. Gamers are using their existing graphics cards longer, but once the economy rebounds, the pent-up demand could send Nvidia stock even higher.</p><p>That long-expected turnaround may be on the horizon. CEO Jensen Huang recently said, &#34;Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering.&#34; A rebound in the gaming market would support the stock&#39;s stellar gains so far this year. </p><p>There&#39;s also the cloud computing and data center markets -- and Nvidia processors are the semiconductor of choice for zipping information across the ether. Nvidia is adding other tools to its data center market, with a new central processing unit (CPU) designed to steal share from <strong>Intel</strong> and <strong>Advanced Micro Devices</strong>.</p><p>Bears will point to Nvidia&#39;s valuation -- and at 20 times next year&#39;s sales, they&#39;d certainly have a point. That said, if the company can latch on to the soaring AI growth engine and hold on, it will eventually catch up to its lofty price.</p><p>Valuation aside, of all the stocks set to benefit from AI, Nvidia could be the clearest winner.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIgnore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's simply no way to ignore what's happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338548179","content_text":"There's simply no way to ignore what's happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation chatbots -- have set off a firestorm of interest from consumers and investors alike. This has since taken on a life of its own, and the hype cycle is currently shifted into overdrive.Yet even amid the hype, the opportunity appears vast. Even the most conservative estimates are stunning. TD Cowen analyst John Blackledge has crunched the numbers and concluded that spending on generative AI software will top $81 billion by 2027, representing a compound annual growth rate (CAGR) of 190%. For those looking to benefit from the AI gold rush without betting the farm, here are three companies with proven track records that provide investors with plenty of upside.No-brainer stock No. 1: AlphabetIt shouldn't be surprising to find an industry stalwart and AI pioneer like Alphabet (GOOGL) (GOOG) topping the list.The company doesn't need to rely on some pie-in-the-sky future to benefit from AI. Google has a long history of using these advanced algorithms to provide relevant responses to user search queries. Its success is undeniable, helping Google retain an unrivaled hold on the search market for more than 20 years. The company absolutely dominates the competition, commanding roughly 93% of the worldwide search market. Its dominance in search fuels Alphabet's industry-leading digital advertising business, which accounts for about 30% of global digital ad spending, according to marketing trade publication Digiday. Google's AI helps ensure the right target markets sees its ads, which account for the bulk of the company's revenue.There's more. Google Cloud provides users with a long and growing list of AI functionality. This has helped turn it into the third-largest cloud infrastructure provider, while also making it the fastest-growing of the big three. Google Cloud revenue climbed 30% year over year in the first quarter, outpacing Amazon Web Services and Microsoft (MSFT 3.85%) Azure, which grew 27% and 16%, respectively. Alphabet recently announced plans for additional investment in generative AI while integrating the technology into a broad cross section of its products and services.The downturn has weighed on Alphabet's share price, allowing investors to get all the AI potential for a song. The stock is currently selling for less than 5 times next year's sales, near its cheapest valuation since 2013. This is a compelling price to pay for several industry-leading businesses and exposure to the upside of AI.No-brainer stock No. 2: MicrosoftThe catalyst sparking the current renaissance in AI can undoubtedly be traced to the debut of ChatGPT late last year. The app set a record by acquiring 100 million monthly active users just two months after its launch, setting a new bar for the fastest-growing consumer app in history, according to Reuters. That spark turned into a roaring wildfire amid reports that Microsoft had invested a total of $13 billion in ChatGPT creator OpenAI. The software giant also announced ambitious plans to integrate ChatGPT's conversational AI into its Bing search engine. Many of the biggest names in technology raced to come up with their own generative AI solutions, and the AI arms race was on.Microsoft has been in the search engine market for a while, but the fervor surrounding generative AI whipped up interest in Bing search. It won't take much in the way of market share gains to move the needle: \"For every one point of share gain in the search advertising market, it's a $2 billion revenue opportunity for our advertising business,\" according to Philippe Ockenden, Microsoft's CVP of finance. The company is well established in the enterprise software, personal computing, and cloud computing arenas, so there are plenty of lucrative foundational businesses worth investing in while Microsoft pursues its next AI-fueled revenue stream. Plus, the company's sizable client base is a captive audience and potential customers for Microsoft's advances in AI.Let's not forget that, like Alphabet, Microsoft already provides a host of AI-related products and services to users via its Azure Cloud. The company is also integrating AI across the broad spectrum of its products and services, including Windows, Microsoft 365, Xbox, HoloLens, Teams, and even LinkedIn -- to better match job seekers with available positions. The stock isn't cheap at 11 times next year's sales, but investors frequently reward premium valuations to companies with a long history of growth and a large opportunity, and Microsoft is the poster child for execution.No-brainer stock No. 3: NvidiaWhen it comes to AI, arguably no company is better positioned to benefit from the current trend than Nvidia (NVDA). It helped pioneer the training of AI models by adapting the high-end graphics processing units (GPUs) used to render lifelike images in games. Nvidia GPUs are the gold standard for AI due to the cutting-edge hardware and software stacks that provide turnkey AI operations across a variety of industries and sectors. In fact, ChatGPT was trained on roughly 10,000 Nvidia GPUs -- and the next generation will likely require more.As valuable as AI is to Nvidia's long-term prospects, the company is the undisputed leader in the discrete desktop GPU market, controlling a dominant 88% share -- leaving scraps for the competition. For full disclosure, the gaming market has been hit hard by the downturn. Gamers are using their existing graphics cards longer, but once the economy rebounds, the pent-up demand could send Nvidia stock even higher.That long-expected turnaround may be on the horizon. CEO Jensen Huang recently said, \"Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering.\" A rebound in the gaming market would support the stock's stellar gains so far this year. There's also the cloud computing and data center markets -- and Nvidia processors are the semiconductor of choice for zipping information across the ether. Nvidia is adding other tools to its data center market, with a new central processing unit (CPU) designed to steal share from Intel and Advanced Micro Devices.Bears will point to Nvidia's valuation -- and at 20 times next year's sales, they'd certainly have a point. That said, if the company can latch on to the soaring AI growth engine and hold on, it will eventually catch up to its lofty price.Valuation aside, of all the stocks set to benefit from AI, Nvidia could be the clearest winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979039249,"gmtCreate":1685116620682,"gmtModify":1685116624563,"author":{"id":"3568440341211251","authorId":"3568440341211251","name":"miker9110","avatar":"https://static.tigerbbs.com/74c64fa1d597623853f21e898b7d0c13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568440341211251","authorIdStr":"3568440341211251"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979039249","repostId":"2338548179","repostType":4,"repost":{"id":"2338548179","pubTimestamp":1685113946,"share":"https://ttm.financial/m/news/2338548179?lang=&edition=fundamental","pubTime":"2023-05-26 23:12","market":"us","language":"en","title":"Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution","url":"https://stock-news.laohu8.com/highlight/detail?id=2338548179","media":"Motley Fool","summary":"AI has gone viral. There's a reason some stocks are the most obvious choices.","content":"<html><head></head><body><p>There&#39;s simply no way to ignore what&#39;s happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation chatbots -- have set off a firestorm of interest from consumers and investors alike. This has since taken on a life of its own, and the hype cycle is currently shifted into overdrive.</p><p>Yet even amid the hype, the opportunity appears vast. Even the most conservative estimates are stunning. TD Cowen analyst John Blackledge has crunched the numbers and concluded that spending on generative AI software will top $81 billion by 2027, representing a compound annual growth rate (CAGR) of 190%. </p><p>For those looking to benefit from the AI gold rush without betting the farm, here are three companies with proven track records that provide investors with plenty of upside.</p><h2>No-brainer stock No. 1: <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>It shouldn&#39;t be surprising to find an industry stalwart and AI pioneer like <strong>Alphabet</strong> (GOOGL) (GOOG) topping the list.</p><p>The company doesn&#39;t need to rely on some pie-in-the-sky future to benefit from AI. Google has a long history of using these advanced algorithms to provide relevant responses to user search queries. Its success is undeniable, helping Google retain an unrivaled hold on the search market for more than 20 years. The company absolutely dominates the competition, commanding roughly 93% of the worldwide search market. </p><p>Its dominance in search fuels Alphabet&#39;s industry-leading digital advertising business, which accounts for about 30% of global digital ad spending, according to marketing trade publication Digiday. Google&#39;s AI helps ensure the right target markets sees its ads, which account for the bulk of the company&#39;s revenue.</p><p>There&#39;s more. Google Cloud provides users with a long and growing list of AI functionality. This has helped turn it into the third-largest cloud infrastructure provider, while also making it the fastest-growing of the big three. Google Cloud revenue climbed 30% year over year in the first quarter, outpacing <strong>Amazon</strong> Web Services and <strong>Microsoft</strong> (MSFT 3.85%) Azure, which grew 27% and 16%, respectively. </p><p>Alphabet recently announced plans for additional investment in generative AI while integrating the technology into a broad cross section of its products and services.</p><p>The downturn has weighed on Alphabet&#39;s share price, allowing investors to get all the AI potential for a song. The stock is currently selling for less than 5 times next year&#39;s sales, near its cheapest valuation since 2013. This is a compelling price to pay for several industry-leading businesses and exposure to the upside of AI.</p><h2>No-brainer stock No. 2: <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>The catalyst sparking the current renaissance in AI can undoubtedly be traced to the debut of ChatGPT late last year. The app set a record by acquiring 100 million monthly active users just two months after its launch, setting a new bar for the fastest-growing consumer app in history, according to Reuters. </p><p>That spark turned into a roaring wildfire amid reports that Microsoft had invested a total of $13 billion in ChatGPT creator OpenAI. The software giant also announced ambitious plans to integrate ChatGPT&#39;s conversational AI into its Bing search engine. Many of the biggest names in technology raced to come up with their own generative AI solutions, and the AI arms race was on.</p><p>Microsoft has been in the search engine market for a while, but the fervor surrounding generative AI whipped up interest in Bing search. It won&#39;t take much in the way of market share gains to move the needle: &#34;For every one point of share gain in the search advertising market, it&#39;s a $2 billion revenue opportunity for our advertising business,&#34; according to Philippe Ockenden, Microsoft&#39;s CVP of finance. </p><p>The company is well established in the enterprise software, personal computing, and cloud computing arenas, so there are plenty of lucrative foundational businesses worth investing in while Microsoft pursues its next AI-fueled revenue stream. Plus, the company&#39;s sizable client base is a captive audience and potential customers for Microsoft&#39;s advances in AI.</p><p>Let&#39;s not forget that, like Alphabet, Microsoft already provides a host of AI-related products and services to users via its Azure Cloud. The company is also integrating AI across the broad spectrum of its products and services, including Windows, Microsoft 365, Xbox, HoloLens, Teams, and even LinkedIn -- to better match job seekers with available positions. </p><p>The stock isn&#39;t cheap at 11 times next year&#39;s sales, but investors frequently reward premium valuations to companies with a long history of growth and a large opportunity, and Microsoft is the poster child for execution.</p><h2>No-brainer stock No. 3: <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>When it comes to AI, arguably no company is better positioned to benefit from the current trend than Nvidia (NVDA). It helped pioneer the training of AI models by adapting the high-end graphics processing units (GPUs) used to render lifelike images in games. Nvidia GPUs are the gold standard for AI due to the cutting-edge hardware and software stacks that provide turnkey AI operations across a variety of industries and sectors. In fact, ChatGPT was trained on roughly 10,000 Nvidia GPUs -- and the next generation will likely require more.</p><p>As valuable as AI is to Nvidia&#39;s long-term prospects, the company is the undisputed leader in the discrete desktop GPU market, controlling a dominant 88% share -- leaving scraps for the competition. For full disclosure, the gaming market has been hit hard by the downturn. Gamers are using their existing graphics cards longer, but once the economy rebounds, the pent-up demand could send Nvidia stock even higher.</p><p>That long-expected turnaround may be on the horizon. CEO Jensen Huang recently said, &#34;Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering.&#34; A rebound in the gaming market would support the stock&#39;s stellar gains so far this year. </p><p>There&#39;s also the cloud computing and data center markets -- and Nvidia processors are the semiconductor of choice for zipping information across the ether. Nvidia is adding other tools to its data center market, with a new central processing unit (CPU) designed to steal share from <strong>Intel</strong> and <strong>Advanced Micro Devices</strong>.</p><p>Bears will point to Nvidia&#39;s valuation -- and at 20 times next year&#39;s sales, they&#39;d certainly have a point. That said, if the company can latch on to the soaring AI growth engine and hold on, it will eventually catch up to its lofty price.</p><p>Valuation aside, of all the stocks set to benefit from AI, Nvidia could be the clearest winner.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIgnore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's simply no way to ignore what's happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338548179","content_text":"There's simply no way to ignore what's happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation chatbots -- have set off a firestorm of interest from consumers and investors alike. This has since taken on a life of its own, and the hype cycle is currently shifted into overdrive.Yet even amid the hype, the opportunity appears vast. Even the most conservative estimates are stunning. TD Cowen analyst John Blackledge has crunched the numbers and concluded that spending on generative AI software will top $81 billion by 2027, representing a compound annual growth rate (CAGR) of 190%. For those looking to benefit from the AI gold rush without betting the farm, here are three companies with proven track records that provide investors with plenty of upside.No-brainer stock No. 1: AlphabetIt shouldn't be surprising to find an industry stalwart and AI pioneer like Alphabet (GOOGL) (GOOG) topping the list.The company doesn't need to rely on some pie-in-the-sky future to benefit from AI. Google has a long history of using these advanced algorithms to provide relevant responses to user search queries. Its success is undeniable, helping Google retain an unrivaled hold on the search market for more than 20 years. The company absolutely dominates the competition, commanding roughly 93% of the worldwide search market. Its dominance in search fuels Alphabet's industry-leading digital advertising business, which accounts for about 30% of global digital ad spending, according to marketing trade publication Digiday. Google's AI helps ensure the right target markets sees its ads, which account for the bulk of the company's revenue.There's more. Google Cloud provides users with a long and growing list of AI functionality. This has helped turn it into the third-largest cloud infrastructure provider, while also making it the fastest-growing of the big three. Google Cloud revenue climbed 30% year over year in the first quarter, outpacing Amazon Web Services and Microsoft (MSFT 3.85%) Azure, which grew 27% and 16%, respectively. Alphabet recently announced plans for additional investment in generative AI while integrating the technology into a broad cross section of its products and services.The downturn has weighed on Alphabet's share price, allowing investors to get all the AI potential for a song. The stock is currently selling for less than 5 times next year's sales, near its cheapest valuation since 2013. This is a compelling price to pay for several industry-leading businesses and exposure to the upside of AI.No-brainer stock No. 2: MicrosoftThe catalyst sparking the current renaissance in AI can undoubtedly be traced to the debut of ChatGPT late last year. The app set a record by acquiring 100 million monthly active users just two months after its launch, setting a new bar for the fastest-growing consumer app in history, according to Reuters. That spark turned into a roaring wildfire amid reports that Microsoft had invested a total of $13 billion in ChatGPT creator OpenAI. The software giant also announced ambitious plans to integrate ChatGPT's conversational AI into its Bing search engine. Many of the biggest names in technology raced to come up with their own generative AI solutions, and the AI arms race was on.Microsoft has been in the search engine market for a while, but the fervor surrounding generative AI whipped up interest in Bing search. It won't take much in the way of market share gains to move the needle: \"For every one point of share gain in the search advertising market, it's a $2 billion revenue opportunity for our advertising business,\" according to Philippe Ockenden, Microsoft's CVP of finance. The company is well established in the enterprise software, personal computing, and cloud computing arenas, so there are plenty of lucrative foundational businesses worth investing in while Microsoft pursues its next AI-fueled revenue stream. Plus, the company's sizable client base is a captive audience and potential customers for Microsoft's advances in AI.Let's not forget that, like Alphabet, Microsoft already provides a host of AI-related products and services to users via its Azure Cloud. The company is also integrating AI across the broad spectrum of its products and services, including Windows, Microsoft 365, Xbox, HoloLens, Teams, and even LinkedIn -- to better match job seekers with available positions. The stock isn't cheap at 11 times next year's sales, but investors frequently reward premium valuations to companies with a long history of growth and a large opportunity, and Microsoft is the poster child for execution.No-brainer stock No. 3: NvidiaWhen it comes to AI, arguably no company is better positioned to benefit from the current trend than Nvidia (NVDA). It helped pioneer the training of AI models by adapting the high-end graphics processing units (GPUs) used to render lifelike images in games. Nvidia GPUs are the gold standard for AI due to the cutting-edge hardware and software stacks that provide turnkey AI operations across a variety of industries and sectors. In fact, ChatGPT was trained on roughly 10,000 Nvidia GPUs -- and the next generation will likely require more.As valuable as AI is to Nvidia's long-term prospects, the company is the undisputed leader in the discrete desktop GPU market, controlling a dominant 88% share -- leaving scraps for the competition. For full disclosure, the gaming market has been hit hard by the downturn. Gamers are using their existing graphics cards longer, but once the economy rebounds, the pent-up demand could send Nvidia stock even higher.That long-expected turnaround may be on the horizon. CEO Jensen Huang recently said, \"Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering.\" A rebound in the gaming market would support the stock's stellar gains so far this year. There's also the cloud computing and data center markets -- and Nvidia processors are the semiconductor of choice for zipping information across the ether. Nvidia is adding other tools to its data center market, with a new central processing unit (CPU) designed to steal share from Intel and Advanced Micro Devices.Bears will point to Nvidia's valuation -- and at 20 times next year's sales, they'd certainly have a point. That said, if the company can latch on to the soaring AI growth engine and hold on, it will eventually catch up to its lofty price.Valuation aside, of all the stocks set to benefit from AI, Nvidia could be the clearest winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979030051,"gmtCreate":1685115479073,"gmtModify":1685115482004,"author":{"id":"4138722647164232","authorId":"4138722647164232","name":"Camillius","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138722647164232","authorIdStr":"4138722647164232"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> <v-v data-views=\"1\"></v-v>🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> <v-v data-views=\"1\"></v-v>🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀","text":"$Alphabet(GOOGL)$ $Microsoft(MSFT)$ $NVIDIA Corp(NVDA)$ 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979030051","repostId":"2338548179","repostType":4,"repost":{"id":"2338548179","pubTimestamp":1685113946,"share":"https://ttm.financial/m/news/2338548179?lang=&edition=fundamental","pubTime":"2023-05-26 23:12","market":"us","language":"en","title":"Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution","url":"https://stock-news.laohu8.com/highlight/detail?id=2338548179","media":"Motley Fool","summary":"AI has gone viral. There's a reason some stocks are the most obvious choices.","content":"<html><head></head><body><p>There&#39;s simply no way to ignore what&#39;s happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation chatbots -- have set off a firestorm of interest from consumers and investors alike. This has since taken on a life of its own, and the hype cycle is currently shifted into overdrive.</p><p>Yet even amid the hype, the opportunity appears vast. Even the most conservative estimates are stunning. TD Cowen analyst John Blackledge has crunched the numbers and concluded that spending on generative AI software will top $81 billion by 2027, representing a compound annual growth rate (CAGR) of 190%. </p><p>For those looking to benefit from the AI gold rush without betting the farm, here are three companies with proven track records that provide investors with plenty of upside.</p><h2>No-brainer stock No. 1: <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>It shouldn&#39;t be surprising to find an industry stalwart and AI pioneer like <strong>Alphabet</strong> (GOOGL) (GOOG) topping the list.</p><p>The company doesn&#39;t need to rely on some pie-in-the-sky future to benefit from AI. Google has a long history of using these advanced algorithms to provide relevant responses to user search queries. Its success is undeniable, helping Google retain an unrivaled hold on the search market for more than 20 years. The company absolutely dominates the competition, commanding roughly 93% of the worldwide search market. </p><p>Its dominance in search fuels Alphabet&#39;s industry-leading digital advertising business, which accounts for about 30% of global digital ad spending, according to marketing trade publication Digiday. Google&#39;s AI helps ensure the right target markets sees its ads, which account for the bulk of the company&#39;s revenue.</p><p>There&#39;s more. Google Cloud provides users with a long and growing list of AI functionality. This has helped turn it into the third-largest cloud infrastructure provider, while also making it the fastest-growing of the big three. Google Cloud revenue climbed 30% year over year in the first quarter, outpacing <strong>Amazon</strong> Web Services and <strong>Microsoft</strong> (MSFT 3.85%) Azure, which grew 27% and 16%, respectively. </p><p>Alphabet recently announced plans for additional investment in generative AI while integrating the technology into a broad cross section of its products and services.</p><p>The downturn has weighed on Alphabet&#39;s share price, allowing investors to get all the AI potential for a song. The stock is currently selling for less than 5 times next year&#39;s sales, near its cheapest valuation since 2013. This is a compelling price to pay for several industry-leading businesses and exposure to the upside of AI.</p><h2>No-brainer stock No. 2: <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>The catalyst sparking the current renaissance in AI can undoubtedly be traced to the debut of ChatGPT late last year. The app set a record by acquiring 100 million monthly active users just two months after its launch, setting a new bar for the fastest-growing consumer app in history, according to Reuters. </p><p>That spark turned into a roaring wildfire amid reports that Microsoft had invested a total of $13 billion in ChatGPT creator OpenAI. The software giant also announced ambitious plans to integrate ChatGPT&#39;s conversational AI into its Bing search engine. Many of the biggest names in technology raced to come up with their own generative AI solutions, and the AI arms race was on.</p><p>Microsoft has been in the search engine market for a while, but the fervor surrounding generative AI whipped up interest in Bing search. It won&#39;t take much in the way of market share gains to move the needle: &#34;For every one point of share gain in the search advertising market, it&#39;s a $2 billion revenue opportunity for our advertising business,&#34; according to Philippe Ockenden, Microsoft&#39;s CVP of finance. </p><p>The company is well established in the enterprise software, personal computing, and cloud computing arenas, so there are plenty of lucrative foundational businesses worth investing in while Microsoft pursues its next AI-fueled revenue stream. Plus, the company&#39;s sizable client base is a captive audience and potential customers for Microsoft&#39;s advances in AI.</p><p>Let&#39;s not forget that, like Alphabet, Microsoft already provides a host of AI-related products and services to users via its Azure Cloud. The company is also integrating AI across the broad spectrum of its products and services, including Windows, Microsoft 365, Xbox, HoloLens, Teams, and even LinkedIn -- to better match job seekers with available positions. </p><p>The stock isn&#39;t cheap at 11 times next year&#39;s sales, but investors frequently reward premium valuations to companies with a long history of growth and a large opportunity, and Microsoft is the poster child for execution.</p><h2>No-brainer stock No. 3: <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>When it comes to AI, arguably no company is better positioned to benefit from the current trend than Nvidia (NVDA). It helped pioneer the training of AI models by adapting the high-end graphics processing units (GPUs) used to render lifelike images in games. Nvidia GPUs are the gold standard for AI due to the cutting-edge hardware and software stacks that provide turnkey AI operations across a variety of industries and sectors. In fact, ChatGPT was trained on roughly 10,000 Nvidia GPUs -- and the next generation will likely require more.</p><p>As valuable as AI is to Nvidia&#39;s long-term prospects, the company is the undisputed leader in the discrete desktop GPU market, controlling a dominant 88% share -- leaving scraps for the competition. For full disclosure, the gaming market has been hit hard by the downturn. Gamers are using their existing graphics cards longer, but once the economy rebounds, the pent-up demand could send Nvidia stock even higher.</p><p>That long-expected turnaround may be on the horizon. CEO Jensen Huang recently said, &#34;Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering.&#34; A rebound in the gaming market would support the stock&#39;s stellar gains so far this year. </p><p>There&#39;s also the cloud computing and data center markets -- and Nvidia processors are the semiconductor of choice for zipping information across the ether. Nvidia is adding other tools to its data center market, with a new central processing unit (CPU) designed to steal share from <strong>Intel</strong> and <strong>Advanced Micro Devices</strong>.</p><p>Bears will point to Nvidia&#39;s valuation -- and at 20 times next year&#39;s sales, they&#39;d certainly have a point. That said, if the company can latch on to the soaring AI growth engine and hold on, it will eventually catch up to its lofty price.</p><p>Valuation aside, of all the stocks set to benefit from AI, Nvidia could be the clearest winner.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ignore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIgnore the Hype: 3 No-Brainer Stocks to Buy Now to Benefit From the AI Revolution\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's simply no way to ignore what's happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/05/26/ignore-the-hype-3-no-brainer-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338548179","content_text":"There's simply no way to ignore what's happening in artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which gave birth to next-generation chatbots -- have set off a firestorm of interest from consumers and investors alike. This has since taken on a life of its own, and the hype cycle is currently shifted into overdrive.Yet even amid the hype, the opportunity appears vast. Even the most conservative estimates are stunning. TD Cowen analyst John Blackledge has crunched the numbers and concluded that spending on generative AI software will top $81 billion by 2027, representing a compound annual growth rate (CAGR) of 190%. For those looking to benefit from the AI gold rush without betting the farm, here are three companies with proven track records that provide investors with plenty of upside.No-brainer stock No. 1: AlphabetIt shouldn't be surprising to find an industry stalwart and AI pioneer like Alphabet (GOOGL) (GOOG) topping the list.The company doesn't need to rely on some pie-in-the-sky future to benefit from AI. Google has a long history of using these advanced algorithms to provide relevant responses to user search queries. Its success is undeniable, helping Google retain an unrivaled hold on the search market for more than 20 years. The company absolutely dominates the competition, commanding roughly 93% of the worldwide search market. Its dominance in search fuels Alphabet's industry-leading digital advertising business, which accounts for about 30% of global digital ad spending, according to marketing trade publication Digiday. Google's AI helps ensure the right target markets sees its ads, which account for the bulk of the company's revenue.There's more. Google Cloud provides users with a long and growing list of AI functionality. This has helped turn it into the third-largest cloud infrastructure provider, while also making it the fastest-growing of the big three. Google Cloud revenue climbed 30% year over year in the first quarter, outpacing Amazon Web Services and Microsoft (MSFT 3.85%) Azure, which grew 27% and 16%, respectively. Alphabet recently announced plans for additional investment in generative AI while integrating the technology into a broad cross section of its products and services.The downturn has weighed on Alphabet's share price, allowing investors to get all the AI potential for a song. The stock is currently selling for less than 5 times next year's sales, near its cheapest valuation since 2013. This is a compelling price to pay for several industry-leading businesses and exposure to the upside of AI.No-brainer stock No. 2: MicrosoftThe catalyst sparking the current renaissance in AI can undoubtedly be traced to the debut of ChatGPT late last year. The app set a record by acquiring 100 million monthly active users just two months after its launch, setting a new bar for the fastest-growing consumer app in history, according to Reuters. That spark turned into a roaring wildfire amid reports that Microsoft had invested a total of $13 billion in ChatGPT creator OpenAI. The software giant also announced ambitious plans to integrate ChatGPT's conversational AI into its Bing search engine. Many of the biggest names in technology raced to come up with their own generative AI solutions, and the AI arms race was on.Microsoft has been in the search engine market for a while, but the fervor surrounding generative AI whipped up interest in Bing search. It won't take much in the way of market share gains to move the needle: \"For every one point of share gain in the search advertising market, it's a $2 billion revenue opportunity for our advertising business,\" according to Philippe Ockenden, Microsoft's CVP of finance. The company is well established in the enterprise software, personal computing, and cloud computing arenas, so there are plenty of lucrative foundational businesses worth investing in while Microsoft pursues its next AI-fueled revenue stream. Plus, the company's sizable client base is a captive audience and potential customers for Microsoft's advances in AI.Let's not forget that, like Alphabet, Microsoft already provides a host of AI-related products and services to users via its Azure Cloud. The company is also integrating AI across the broad spectrum of its products and services, including Windows, Microsoft 365, Xbox, HoloLens, Teams, and even LinkedIn -- to better match job seekers with available positions. The stock isn't cheap at 11 times next year's sales, but investors frequently reward premium valuations to companies with a long history of growth and a large opportunity, and Microsoft is the poster child for execution.No-brainer stock No. 3: NvidiaWhen it comes to AI, arguably no company is better positioned to benefit from the current trend than Nvidia (NVDA). It helped pioneer the training of AI models by adapting the high-end graphics processing units (GPUs) used to render lifelike images in games. Nvidia GPUs are the gold standard for AI due to the cutting-edge hardware and software stacks that provide turnkey AI operations across a variety of industries and sectors. In fact, ChatGPT was trained on roughly 10,000 Nvidia GPUs -- and the next generation will likely require more.As valuable as AI is to Nvidia's long-term prospects, the company is the undisputed leader in the discrete desktop GPU market, controlling a dominant 88% share -- leaving scraps for the competition. For full disclosure, the gaming market has been hit hard by the downturn. Gamers are using their existing graphics cards longer, but once the economy rebounds, the pent-up demand could send Nvidia stock even higher.That long-expected turnaround may be on the horizon. CEO Jensen Huang recently said, \"Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering.\" A rebound in the gaming market would support the stock's stellar gains so far this year. There's also the cloud computing and data center markets -- and Nvidia processors are the semiconductor of choice for zipping information across the ether. Nvidia is adding other tools to its data center market, with a new central processing unit (CPU) designed to steal share from Intel and Advanced Micro Devices.Bears will point to Nvidia's valuation -- and at 20 times next year's sales, they'd certainly have a point. That said, if the company can latch on to the soaring AI growth engine and hold on, it will eventually catch up to its lofty price.Valuation aside, of all the stocks set to benefit from AI, Nvidia could be the clearest winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970751510,"gmtCreate":1685025071734,"gmtModify":1685025071734,"author":{"id":"3585705195942592","authorId":"3585705195942592","name":"Steve5671","avatar":"https://static.tigerbbs.com/26f3c3a8bba7a9fc2e417ccca23731c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585705195942592","authorIdStr":"3585705195942592"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970751510","repostId":"2338193305","repostType":2,"repost":{"id":"2338193305","pubTimestamp":1685028632,"share":"https://ttm.financial/m/news/2338193305?lang=&edition=fundamental","pubTime":"2023-05-25 23:30","market":"us","language":"en","title":"Think Nvidia Stock's Too Expensive Now? These 2 AI Stocks Might Be More to Your Liking","url":"https://stock-news.laohu8.com/highlight/detail?id=2338193305","media":"Motley Fool","summary":"Chasing a big rally might not be as smart as looking for related ways to profit from a key trend.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>. The chipmaker released quarterly results late Wednesday that caused its stock to soar, and shares were up 25% in Thursday’s morning trading. That was enough to lift Nasdaq Composite by 1%, even as Dow Jones Industrial Average futures lost ground.</p><p>Record demand for products that will enable businesses to put new artificial intelligence (AI) capabilities to work was a key factor in Nvidia&#39;s report. But for those who might think that Nvidia&#39;s stock is too expensive after seeing its market cap jump $200 billion overnight, some alternatives might be worth looking at. Shares of <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> and <a href=\"https://laohu8.com/S/ASML\">ASML</a> are on the rise in sympathy with Nvidia, but their gains have been less extensive even as they also will likely profit from the AI stock craze.</p><h2><a href=\"https://laohu8.com/S/TSM\">Taiwan Semi</a>: Making the chips that its customers design</h2><p>Taiwan Semiconductor Manufacturing saw its stock rise 7% in premarket trading. That gives the leading semiconductor contract manufacturing company a market cap that&#39;s roughly half of Nvidia&#39;s after their respective bumps higher.</p><p>Some of the largest tech companies in the world have chosen not to make semiconductor chips in-house. Instead, they&#39;ve turned to Taiwan Semi, which operates a cutting-edge foundry business that allows its customers to submit their chip designs and have Taiwan Semi produce the physical semiconductors that will go into their products. Last year, Taiwan Semi used nearly 300 different process technologies to produce almost 12,700 different semiconductor chips for its clients. Taiwan Semi has the largest production capacity of any semiconductor producer, with commanding market share of roughly 30% when you take out commodity memory-chip production.</p><p>As more businesses try to roll out chip designs to take advantage of AI, Taiwan Semi will stand ready to produce those semiconductors. Already, Taiwan Semi saw revenue jump 43% in 2022 and earnings per share rise 68% because of heightened demand for chips. Artificial intelligence is likely to promote further growth, even in the face of macroeconomic headwinds. That makes Taiwan Semi worth looking at for those who think Nvidia has come too far too fast.</p><h2><a href=\"https://laohu8.com/S/ASML\">ASML Holding</a>: Making the machines that make chip production possible</h2><p>Another step backward in the semiconductor production chain, ASML stock climbed 5% in premarket trading Thursday morning. The semiconductor equipment manufacturer also stands to benefit from increased demand due to the AI revolution.</p><p>ASML has been in a pioneer in the lithography process that allows chipmakers to etch ever-smaller electronic circuits onto semiconductor wafers. Its extreme ultraviolet deposition technology has been a key advance in allowing chips to become smaller and more densely packed. Companies like Taiwan Semi rely on ASML for the equipment they need to make cutting-edge chips using 7-nanometer, 5-nanometer, and even smaller physical features.</p><p>ASML&#39;s revenue nearly doubled in the first quarter of 2023 from year-ago levels, with net income coming close to tripling. Those growth rates won&#39;t remain that high for long, but ASML is taking steps to meet rising demand in the face of AI and other key trends requiring advanced semiconductor chips.</p><p>Investors are making a big deal of AI and its promise. Yet even as many shareholders bid up Nvidia stock to new heights, that doesn&#39;t mean you need to limit your window of opportunity. Looking at alternatives like Taiwan Semi and ASML might be a smarter way to take advantage of new demand from AI applications.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Think Nvidia Stock's Too Expensive Now? These 2 AI Stocks Might Be More to Your Liking</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThink Nvidia Stock's Too Expensive Now? These 2 AI Stocks Might Be More to Your Liking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-25 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/25/think-nvidia-stocks-too-expensive-now-these-2-ai-s/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia. The chipmaker released quarterly results late Wednesday that caused its stock to soar, and shares were up 25% in Thursday’s morning trading. That was enough to lift Nasdaq Composite by 1%, ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/25/think-nvidia-stocks-too-expensive-now-these-2-ai-s/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","TSM":"台积电","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2023/05/25/think-nvidia-stocks-too-expensive-now-these-2-ai-s/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338193305","content_text":"Nvidia. The chipmaker released quarterly results late Wednesday that caused its stock to soar, and shares were up 25% in Thursday’s morning trading. That was enough to lift Nasdaq Composite by 1%, even as Dow Jones Industrial Average futures lost ground.Record demand for products that will enable businesses to put new artificial intelligence (AI) capabilities to work was a key factor in Nvidia's report. But for those who might think that Nvidia's stock is too expensive after seeing its market cap jump $200 billion overnight, some alternatives might be worth looking at. Shares of Taiwan Semiconductor Manufacturing and ASML are on the rise in sympathy with Nvidia, but their gains have been less extensive even as they also will likely profit from the AI stock craze.Taiwan Semi: Making the chips that its customers designTaiwan Semiconductor Manufacturing saw its stock rise 7% in premarket trading. That gives the leading semiconductor contract manufacturing company a market cap that's roughly half of Nvidia's after their respective bumps higher.Some of the largest tech companies in the world have chosen not to make semiconductor chips in-house. Instead, they've turned to Taiwan Semi, which operates a cutting-edge foundry business that allows its customers to submit their chip designs and have Taiwan Semi produce the physical semiconductors that will go into their products. Last year, Taiwan Semi used nearly 300 different process technologies to produce almost 12,700 different semiconductor chips for its clients. Taiwan Semi has the largest production capacity of any semiconductor producer, with commanding market share of roughly 30% when you take out commodity memory-chip production.As more businesses try to roll out chip designs to take advantage of AI, Taiwan Semi will stand ready to produce those semiconductors. Already, Taiwan Semi saw revenue jump 43% in 2022 and earnings per share rise 68% because of heightened demand for chips. Artificial intelligence is likely to promote further growth, even in the face of macroeconomic headwinds. That makes Taiwan Semi worth looking at for those who think Nvidia has come too far too fast.ASML Holding: Making the machines that make chip production possibleAnother step backward in the semiconductor production chain, ASML stock climbed 5% in premarket trading Thursday morning. The semiconductor equipment manufacturer also stands to benefit from increased demand due to the AI revolution.ASML has been in a pioneer in the lithography process that allows chipmakers to etch ever-smaller electronic circuits onto semiconductor wafers. Its extreme ultraviolet deposition technology has been a key advance in allowing chips to become smaller and more densely packed. Companies like Taiwan Semi rely on ASML for the equipment they need to make cutting-edge chips using 7-nanometer, 5-nanometer, and even smaller physical features.ASML's revenue nearly doubled in the first quarter of 2023 from year-ago levels, with net income coming close to tripling. Those growth rates won't remain that high for long, but ASML is taking steps to meet rising demand in the face of AI and other key trends requiring advanced semiconductor chips.Investors are making a big deal of AI and its promise. Yet even as many shareholders bid up Nvidia stock to new heights, that doesn't mean you need to limit your window of opportunity. Looking at alternatives like Taiwan Semi and ASML might be a smarter way to take advantage of new demand from AI applications.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979004038,"gmtCreate":1685094366125,"gmtModify":1685094370659,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Buy Tech Etf","listText":"Buy Tech Etf","text":"Buy Tech Etf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979004038","repostId":"1142689375","repostType":2,"repost":{"id":"1142689375","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1685088419,"share":"https://ttm.financial/m/news/1142689375?lang=&edition=fundamental","pubTime":"2023-05-26 16:06","market":"us","language":"en","title":"Investing in AI: How to Avoid the Hype","url":"https://stock-news.laohu8.com/highlight/detail?id=1142689375","media":"Reuters","summary":"(Reuters) - Experienced tech investors are hunting for undervalued opportunities in an over-valued s","content":"<html><head></head><body><p>(Reuters) - Experienced tech investors are hunting for undervalued opportunities in an over-valued space.</p><p style=\"text-align: start;\">At stake is how best to invest in the potential of Artificial Intelligence (AI), which took a leap forward in November when Microsoft-backed OpenAI released its ChatGPT bot, without buying into a bubble.</p><p style=\"text-align: start;\">Shares in <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>, which makes computer chips that train AI systems, have almost doubled since ChatGPT&#39;s launch. The company&#39;s stock market value at roughly $940 billion is more than double that of Europe&#39;s Nestle (NESN.S). Nvidia surged some 25% on Thursday alone after forecasting a sales jump.</p><p>Shares in loss-making AI software company C3.AI, which grabbed the stock ticker , have risen 149% this year and <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies </a>, which has launched its own AI platform, is up 91% year-to-date.</p><p style=\"text-align: start;\">Investors are chasing exposure to generative AI, the technology run by ChatGPT that learns from analysing vast datasets to generate text, images and computer code. Businesses are trying to use generative AI to speed up video editing, recruitment and even legal work.</p><p style=\"text-align: start;\">Consultancy PwC sees AI-related productivity savings and investments generating $15.7 trillion worth of global economic output by 2030, almost equivalent to the gross domestic product of China.</p><p>The question for investors is whether to jump on the AI train now, or exercise caution, especially given mounting concern amongst regulators about the technology&#39;s potentially disruptive impact.</p><p style=\"text-align: start;\">&#34;There are clearly going to be winners in all this,&#34; said Niall O&#39;Sullivan, chief investment officer of multi-asset for EMEA, at Neuberger Berman. &#34;It&#39;s just that that’s very hard to be true for the entire market.&#34;</p><h2 style=\"text-align: start;\">STILL EARLY</h2><p style=\"text-align: start;\">Instead of backing hot start-ups or rushing into highly valued AI-themed businesses that might fail, seasoned investors are taking a lateral view to back already proven technology companies that might benefit from the longer-term trend.</p><p style=\"text-align: start;\">&#34;It&#39;s going to be as transformative as the internet, as the mobile internet, as the mainframe computer was,&#34; said Alison Porter, a tech fund manager at Janus Henderson, whose funds have positions in Nvidia, with Microsoft as their largest holding.</p><p>However, Porter also cautions that &#34;we are still very early on the use cases for AI.&#34;</p><p style=\"text-align: start;\">She favours big tech groups like <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> because they have &#34;strong balance sheets&#34;, that make them &#34;able to invest in many different technology advances&#34;, including their recent focus on AI.</p><h2 style=\"text-align: start;\">BEWARE, THE HYPE</h2><p style=\"text-align: start;\">Dizzying valuations have made some investors wary of the technology hype cycle. This concept, popularised by consultancy Gartner, starts with a trigger, such as the launch of ChatGPT, followed by inflated expectations and then disillusionment. Even if a technology moves to mass adoption, many early stage innovators can fail along the way.</p><p style=\"text-align: start;\">&#34;There&#39;s a question about where we are in that curve with AI, where the hype is so visible,&#34; said Mark Hawtin, investment director at GAM Investments. &#34;There are ways to get exposure to the (AI) theme without picking something that is highly valued.&#34;</p><h2 style=\"text-align: start;\">PICKS, SHOVELS</h2><p style=\"text-align: start;\">Janus&#39; Porter recommended backing proven companies that may be &#34;big beneficiaries in terms of providing infrastructure,&#34; for future trends in generative AI that, as of now, are unclear.</p><p style=\"text-align: start;\">GAM&#39;s Hawtin said he has also hunted out companies that provide the &#34;picks and shovels,&#34; necessary for enabling new AI technology.</p><p style=\"text-align: start;\">For example, AI systems require huge volumes of data to analyse and learn from, but just 1% of global data is currently being captured, stored and used, according to Bank of America.</p><p style=\"text-align: start;\">Hawtin&#39;s funds hold <a href=\"https://laohu8.com/S/STX\">Seagate Technology </a>, which makes hard drives and data storage products, and chipmaker Marvell Technology for this reason, he said.</p><p style=\"text-align: start;\">Jon Guinness, tech portfolio manager at Fidelity International, said management consultancy Accenture is in his portfolio because as businesses consider how to use AI, &#34;I strongly think you call in the experts.&#34;</p><h2 style=\"text-align: start;\">STICKING TO BIG TECH</h2><p style=\"text-align: start;\">Trevor Greetham, head of multi-asset at Royal London Investment Management, said he was &#34;overweight&#34; in dominant tech stocks in part because AI supported their valuations, but he cautioned against AI-themed stocks.</p><p style=\"text-align: start;\">&#34;There will be an awful lot of losing lottery tickets,&#34; he said, recalling the dotcom crash of the early 2000s.</p><p style=\"text-align: start;\">Also sticking with big tech, Fidelity&#39;s Guinness said his funds hold Amazon, partly because of its efforts to make AI less expensive for businesses. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s Bedrock service, for example, lets companies customise generative AI models rather than invest in developing them themselves.</p><p style=\"text-align: start;\">&#34;The big benefits of AI,&#34; Janus&#39; Porter said, &#34;are going to happen over the long term.&#34;</p><p style=\"text-align: start;\">&#34;Investors want to invest in AI now and they expect things to happen now,&#34; she added. &#34;But we would never blindly buy into AI and we don&#39;t do things at any price.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvesting in AI: How to Avoid the Hype\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-26 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Experienced tech investors are hunting for undervalued opportunities in an over-valued space.</p><p style=\"text-align: start;\">At stake is how best to invest in the potential of Artificial Intelligence (AI), which took a leap forward in November when Microsoft-backed OpenAI released its ChatGPT bot, without buying into a bubble.</p><p style=\"text-align: start;\">Shares in <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>, which makes computer chips that train AI systems, have almost doubled since ChatGPT&#39;s launch. The company&#39;s stock market value at roughly $940 billion is more than double that of Europe&#39;s Nestle (NESN.S). Nvidia surged some 25% on Thursday alone after forecasting a sales jump.</p><p>Shares in loss-making AI software company C3.AI, which grabbed the stock ticker , have risen 149% this year and <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies </a>, which has launched its own AI platform, is up 91% year-to-date.</p><p style=\"text-align: start;\">Investors are chasing exposure to generative AI, the technology run by ChatGPT that learns from analysing vast datasets to generate text, images and computer code. Businesses are trying to use generative AI to speed up video editing, recruitment and even legal work.</p><p style=\"text-align: start;\">Consultancy PwC sees AI-related productivity savings and investments generating $15.7 trillion worth of global economic output by 2030, almost equivalent to the gross domestic product of China.</p><p>The question for investors is whether to jump on the AI train now, or exercise caution, especially given mounting concern amongst regulators about the technology&#39;s potentially disruptive impact.</p><p style=\"text-align: start;\">&#34;There are clearly going to be winners in all this,&#34; said Niall O&#39;Sullivan, chief investment officer of multi-asset for EMEA, at Neuberger Berman. &#34;It&#39;s just that that’s very hard to be true for the entire market.&#34;</p><h2 style=\"text-align: start;\">STILL EARLY</h2><p style=\"text-align: start;\">Instead of backing hot start-ups or rushing into highly valued AI-themed businesses that might fail, seasoned investors are taking a lateral view to back already proven technology companies that might benefit from the longer-term trend.</p><p style=\"text-align: start;\">&#34;It&#39;s going to be as transformative as the internet, as the mobile internet, as the mainframe computer was,&#34; said Alison Porter, a tech fund manager at Janus Henderson, whose funds have positions in Nvidia, with Microsoft as their largest holding.</p><p>However, Porter also cautions that &#34;we are still very early on the use cases for AI.&#34;</p><p style=\"text-align: start;\">She favours big tech groups like <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> because they have &#34;strong balance sheets&#34;, that make them &#34;able to invest in many different technology advances&#34;, including their recent focus on AI.</p><h2 style=\"text-align: start;\">BEWARE, THE HYPE</h2><p style=\"text-align: start;\">Dizzying valuations have made some investors wary of the technology hype cycle. This concept, popularised by consultancy Gartner, starts with a trigger, such as the launch of ChatGPT, followed by inflated expectations and then disillusionment. Even if a technology moves to mass adoption, many early stage innovators can fail along the way.</p><p style=\"text-align: start;\">&#34;There&#39;s a question about where we are in that curve with AI, where the hype is so visible,&#34; said Mark Hawtin, investment director at GAM Investments. &#34;There are ways to get exposure to the (AI) theme without picking something that is highly valued.&#34;</p><h2 style=\"text-align: start;\">PICKS, SHOVELS</h2><p style=\"text-align: start;\">Janus&#39; Porter recommended backing proven companies that may be &#34;big beneficiaries in terms of providing infrastructure,&#34; for future trends in generative AI that, as of now, are unclear.</p><p style=\"text-align: start;\">GAM&#39;s Hawtin said he has also hunted out companies that provide the &#34;picks and shovels,&#34; necessary for enabling new AI technology.</p><p style=\"text-align: start;\">For example, AI systems require huge volumes of data to analyse and learn from, but just 1% of global data is currently being captured, stored and used, according to Bank of America.</p><p style=\"text-align: start;\">Hawtin&#39;s funds hold <a href=\"https://laohu8.com/S/STX\">Seagate Technology </a>, which makes hard drives and data storage products, and chipmaker Marvell Technology for this reason, he said.</p><p style=\"text-align: start;\">Jon Guinness, tech portfolio manager at Fidelity International, said management consultancy Accenture is in his portfolio because as businesses consider how to use AI, &#34;I strongly think you call in the experts.&#34;</p><h2 style=\"text-align: start;\">STICKING TO BIG TECH</h2><p style=\"text-align: start;\">Trevor Greetham, head of multi-asset at Royal London Investment Management, said he was &#34;overweight&#34; in dominant tech stocks in part because AI supported their valuations, but he cautioned against AI-themed stocks.</p><p style=\"text-align: start;\">&#34;There will be an awful lot of losing lottery tickets,&#34; he said, recalling the dotcom crash of the early 2000s.</p><p style=\"text-align: start;\">Also sticking with big tech, Fidelity&#39;s Guinness said his funds hold Amazon, partly because of its efforts to make AI less expensive for businesses. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s Bedrock service, for example, lets companies customise generative AI models rather than invest in developing them themselves.</p><p style=\"text-align: start;\">&#34;The big benefits of AI,&#34; Janus&#39; Porter said, &#34;are going to happen over the long term.&#34;</p><p style=\"text-align: start;\">&#34;Investors want to invest in AI now and they expect things to happen now,&#34; she added. &#34;But we would never blindly buy into AI and we don&#39;t do things at any price.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","AMZN":"亚马逊","NVDA":"英伟达","GOOGL":"谷歌A","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142689375","content_text":"(Reuters) - Experienced tech investors are hunting for undervalued opportunities in an over-valued space.At stake is how best to invest in the potential of Artificial Intelligence (AI), which took a leap forward in November when Microsoft-backed OpenAI released its ChatGPT bot, without buying into a bubble.Shares in Nvidia , which makes computer chips that train AI systems, have almost doubled since ChatGPT's launch. The company's stock market value at roughly $940 billion is more than double that of Europe's Nestle (NESN.S). Nvidia surged some 25% on Thursday alone after forecasting a sales jump.Shares in loss-making AI software company C3.AI, which grabbed the stock ticker , have risen 149% this year and Palantir Technologies , which has launched its own AI platform, is up 91% year-to-date.Investors are chasing exposure to generative AI, the technology run by ChatGPT that learns from analysing vast datasets to generate text, images and computer code. Businesses are trying to use generative AI to speed up video editing, recruitment and even legal work.Consultancy PwC sees AI-related productivity savings and investments generating $15.7 trillion worth of global economic output by 2030, almost equivalent to the gross domestic product of China.The question for investors is whether to jump on the AI train now, or exercise caution, especially given mounting concern amongst regulators about the technology's potentially disruptive impact.\"There are clearly going to be winners in all this,\" said Niall O'Sullivan, chief investment officer of multi-asset for EMEA, at Neuberger Berman. \"It's just that that’s very hard to be true for the entire market.\"STILL EARLYInstead of backing hot start-ups or rushing into highly valued AI-themed businesses that might fail, seasoned investors are taking a lateral view to back already proven technology companies that might benefit from the longer-term trend.\"It's going to be as transformative as the internet, as the mobile internet, as the mainframe computer was,\" said Alison Porter, a tech fund manager at Janus Henderson, whose funds have positions in Nvidia, with Microsoft as their largest holding.However, Porter also cautions that \"we are still very early on the use cases for AI.\"She favours big tech groups like Microsoft  and Alphabet  because they have \"strong balance sheets\", that make them \"able to invest in many different technology advances\", including their recent focus on AI.BEWARE, THE HYPEDizzying valuations have made some investors wary of the technology hype cycle. This concept, popularised by consultancy Gartner, starts with a trigger, such as the launch of ChatGPT, followed by inflated expectations and then disillusionment. Even if a technology moves to mass adoption, many early stage innovators can fail along the way.\"There's a question about where we are in that curve with AI, where the hype is so visible,\" said Mark Hawtin, investment director at GAM Investments. \"There are ways to get exposure to the (AI) theme without picking something that is highly valued.\"PICKS, SHOVELSJanus' Porter recommended backing proven companies that may be \"big beneficiaries in terms of providing infrastructure,\" for future trends in generative AI that, as of now, are unclear.GAM's Hawtin said he has also hunted out companies that provide the \"picks and shovels,\" necessary for enabling new AI technology.For example, AI systems require huge volumes of data to analyse and learn from, but just 1% of global data is currently being captured, stored and used, according to Bank of America.Hawtin's funds hold Seagate Technology , which makes hard drives and data storage products, and chipmaker Marvell Technology for this reason, he said.Jon Guinness, tech portfolio manager at Fidelity International, said management consultancy Accenture is in his portfolio because as businesses consider how to use AI, \"I strongly think you call in the experts.\"STICKING TO BIG TECHTrevor Greetham, head of multi-asset at Royal London Investment Management, said he was \"overweight\" in dominant tech stocks in part because AI supported their valuations, but he cautioned against AI-themed stocks.\"There will be an awful lot of losing lottery tickets,\" he said, recalling the dotcom crash of the early 2000s.Also sticking with big tech, Fidelity's Guinness said his funds hold Amazon, partly because of its efforts to make AI less expensive for businesses. Amazon's Bedrock service, for example, lets companies customise generative AI models rather than invest in developing them themselves.\"The big benefits of AI,\" Janus' Porter said, \"are going to happen over the long term.\"\"Investors want to invest in AI now and they expect things to happen now,\" she added. \"But we would never blindly buy into AI and we don't do things at any price.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}