AI Battle: Who Will be the Ultimate Winner?

On Monday, OpenAI released GPT-4o, and announced a collaboration with Apple for integration into Siri. On Tuesday, Google also unveiled a multimodal AI project called Astra. Microsoft invests in OpenAI; NVIDIA supports computational power; Google closely following OpenAI's strides; Apple has recently boarded the AI train. ------------------------------ Which hot contenders will become the ultimate victor?

  • OpenAI and Microsoft51%

  • Alphabet11%

  • Nvidia and Semi Stocks37%

User Discussion

avatarDeonc
09-10

Time to Buy The AI Stock?

Palantir Is Soaring Today and Heading to the S&P 500 -- Time to Buy the AI Stock? $Palantir Technologies Inc.(PLTR)$   $SPDR S&P 500 ETF Trust(SPY)$   By Keith Noonan – Sep 9, 2024 at 12:20PM Key Points Palantir stock is set to be added to the S&P 500 index on Sept. 23. Being added to the S&P 500 means that index-tracking ETFs will be buying shares of Palantir. The software specialist's business is looking very strong right now. Palantir Is Soaring Today and Heading to the S&P 500 -- Time to Buy the AI Stock? By Keith Noonan – Sep 9, 2024 at 12:20PM Key Points Palantir stock is set to be added to the S&P 500 ind
Time to Buy The AI Stock?

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$CleanSpark, Inc.(CLSK)$ a data center that can be converted quickly is valued significantly higher than it is in its role as a mining facility, the Morgan Stanley report said. The firm’s analysts identified more than seven gigawatts of sites that could be retrofitted among the top 21 public crypto-mining companies, which collectively only contribute about one-quarter of the computing power involved in mining Bitcoin.l may take my investment dollars over to Hut8 they are a prime takeover candidate ....loosing interest in Cleanspark ...the market is looking at Artificial intelligence and Cleanspark has zero GPUs to generate interest
$Meta Platforms, Inc.(META)$ Investors did not like that they are investing in AI but they have done well in the past with it so I will give Zuck the benefit of the doubt there. Bottom line is they are projected to grow EPS 32% this year with a FWD PE of 23 PEG 1.26 which is cheap for a big cap tech company. Been in since 25 and staying long.$500+ by Friday 🍀🔥🍀
$Meta Platforms, Inc.(META)$ I think VR will always be a niche business, good for training, sales presentations, realty, etc, specialized applications -- I don't think the average person is going to go through life with a headset on, focusing on something 1 inch from their eyeballs, ignoring the real world for a make-believe one, etc -- I don't see it happening at scale. Still long META for their other businesses that people are addicted to.
$(MSFT)$  Microsoft remains a tech giant on the move. Here's a quick rundown of their latest developments: Microsoft Doubles Down on AI: They've partnered with Singapore to launch the AI Pinnacle Program, helping small businesses leverage AI solutions. Alongside LinkedIn, they released a study on AI's growing presence in Singaporean workplaces. This focus on AI aligns with analyst optimism for Microsoft's future. Azure Restructuring: Business Insider reports Microsoft is laying off employees within its Azure cloud unit, specifically in cloud operations and mission engineering. Stock Performance Stays Strong Despite the Azure news, Microsoft's stock (MSFT) is performing well: Current Price: $413.52 (as of June 3, 2024
avatarXianLi
05-30
$NVIDIA Corp(NVDA)$ Always buy the dip with NVIDIA[Grin][Grin][Grin]. My buy order kicked in at $1,128.27. Some profit taking and a down market. No sweat.Use this as your chance to pick up some discounted shares of NVIDIA!!The stock is up 10+% over the last week and up for 5 days in a row, but it comes down 1% and people freak out. I was hoping for a 1-3% down day.  This is healthy.[Lovely][Lovely][Lovely]
avatarAI_Dig
05-30

Earnings Digest | Can C3.AI replicate Nvidia's success?

$C3.ai, Inc.(AI)$ unveiled its fourth-quarter earnings for the fiscal year 2024 after hours yesterday, corresponding to the three-month period ending April 30th.And guess what? The results were pretty darn good compared to analysts' expectations!Before we dive into the numbers, let's get a sense of what C3.AI is all about.In a nutshell, C3.AI is an enterprise AI software company that offers a suite of integrated products - from a platform to develop, deploy, and operate AI apps to industry-specific SaaS AI apps and even generative AI tools for businesses.In other words, they use AI models and programs to help enterprises run more efficiently. Unlike OpenAI, which caters to consumers, C3.AI's target audience is the corporate world.From a business mod
Earnings Digest | Can C3.AI replicate Nvidia's success?
avatarShyon
05-25

AI Companies - Shiny Stars 🤩

It is reported that multiple Big Tech companies have been increasing their investments in artificial intelligence (AI) infrastructure, with a particular focus on expanding their presence in international markets. Microsoft and Amazon have already allocated over 40 billion USD combined for AI-related and data center projects worldwide this year. The rationale behind these investments is driven by the need to have data centers built in regions where the shift to cloud computing is happening, ensuring faster processing times, data privacy and security. Microsoft  Microsoft has launched new Surface devices equipped with advanced AI-capable chips, emphasizing enhanced battery life and offline functionality. This move aligns with the company's strategy to integrate artificial intellige
AI Companies - Shiny Stars 🤩
$英伟达(NVDA)$  [举爪]  

Tiger Weekly Insights:2024/05/13—2024/05/19

I. Performance of Global Equity Indices (in US dollars) Source:Bloomberg,2024/05/13-2024/05/19 II. Key Market Themes i. U.S. CPI Growth Rate Declines for the First Time This Year, Fed's Rate Cut Path Becomes Clearer! In April, the U.S. core PPI increased by 0.5% month-on-month, significantly exceeding market expectations. However, this was mainly due to the government sharply revising down last month's data, with the March increase being revised from the previous 0.2% to -0.1%, directly leading to the "explosive" April PPI data. The market reacted quickly to this, and there was no significant decline. The following day, the U.S. April CPI increased by 3.4% year-on-year, and the core CPI increased by 3.6% year-on-year, both in line with market expectations. This marks the first decline in t
Tiger Weekly Insights:2024/05/13—2024/05/19
$NVIDIA Corp(NVDA)$ The pivot date on the chart is on the 22nd and since price action has been positive going into the pivot, it increases the odds that price will put in a high on that date and move lower afterwards.I originally thought that we'd move down into the pivot and then earnings would send price higher, but now I'm learning towards price moving higher into the pivot and moving down after.If we do move up tomorrow, and break $950, price is likely to move to the midpoint on the chart, $993 -1008 region by Wednesday.Going to keep on building a put position into strength.[Happy][Happy][Happy]
$NVIDIA Corp(NVDA)$ The following are facts concerning NVDA stock price so you may better understand what to expect leading up to the earnings report on 5/22 six weeks prior to the earnings date over the last 6 reporting periods.NVDA stock price has run up between 10%-30% thus far this period it is up 11% from the 4/9 closing price of 853 the price post earnings has run up over the last 2 repoering periods have been 30% and 16%. I think since Jensen H did not have any negative preannoucements concerning this earnings report all indications are in place for a major pop in the stock price. I have recently added to my position my original purchase of 20K 150 shares was made at $133 on 10/27/22 GLTAL [Lovely][Lovely
avatarTiger V
05-20

Tech Giants Eye Small Models for Big Gains 💥🤑

Market Overview: Bullish Sentiment on AI Innovations 🚀🔥 Tech companies are pivoting to smaller AI models after spending billions on developing large models. These small models, with fewer parameters but strong performance, are expected to open new revenue streams for giants like Apple $Apple(AAPL)$  , Microsoft $Microsoft(MSFT)$  , Meta $Meta Platforms, Inc.(META)$  , and Google $Alphabet(GOOG)$  .  AAPL: Apple’s Strategic Shift 🍏💰 Apple's recent release of the OpenELM small
Tech Giants Eye Small Models for Big Gains 💥🤑
avatarIykyk
05-20
As retail you bet on shovel seller
avatarShyon
05-20

AI Battle 🥷🏼🥷🏼🥷🏼

Earlier last week, OpenAI announced its newest product: GPT-4o, a faster, cheaper, more powerful version of its most advanced large language model, and one that the company has deliberately positioned as the next step in natural human-computer interaction. As we all know, Apple is behind in the AI game, to the extent that its desire to catch up reportedly played a big role in its decision to abandon its self-driving car efforts. Making Siri smarter will, given Siri’s current dumb-as-a-rock-ness, not be overly difficult. But Apple's new assistant won't just have to excel within the paradigm of Apple's existing offerings, it will need to provide an impressive alternative to the latest and greatest virtual assistants, and OpenAI just set the bar very high indeed. Now, Apple is repor
AI Battle 🥷🏼🥷🏼🥷🏼
avatarTse Lei
05-19
$Apple(AAPL)$   Looks Like Apple and OpenAI Are About to Tango Their Way to the Top Get ready for a tech throwdown, folks, because things are heating up faster than my phone on a hot summer day! In one corner, we've got Google flexing its massive AI muscles with Project Astra. In the other corner, Microsoft throws cash at OpenAI like it's raining hundred-dollar bills (hey, maybe that's how they funded Astra?). But wait! Who's that dashing into the ring at the last minute? Why, it's none other than Apple, fresh off its smoochfest with OpenAI! Now, this is getting interesting. Here's the thing: Apple's known for being a bit, well, secretive when it comes to AI. They like their data on-device, secure and snug like
avatarSTLoke
05-17
$Microsoft(MSFT)$  $NVIDIA Corp(NVDA)$  $Alphabet(GOOG)$   Predicting the ultimate victor in the AI race among OpenAI, Apple, Google, and Microsoft hinges on several factors: 1. Technological Advancements: OpenAI's GPT-4o, Google's Astra, and other innovations will be crucial. The ability to develop superior AI models will heavily influence leadership. 2. Strategic Collaborations: Partnerships like OpenAI with Microsoft and Apple, and NVIDIA's support for computational power, are significant. These alliances can enhance capabilities and market reach. 3. Mar
avatarTiger V
05-17

AI Market Showdown: Who Will Dominate?

Overall Market Overview The artificial intelligence (AI) market is experiencing rapid growth and transformation, with companies across various sectors racing to secure their positions as leaders in this revolutionary field. Key players such as Intel $Intel(INTC)$  , Google $Alphabet(GOOG)$  , NVIDIA $NVIDIA Corp(NVDA)$  , and others are making significant strides in developing AI technologies and infrastructure. This market report delves into the strategies, advancements, and future outlooks of these leading companies, highlighting the competitive landscape and potential winners in the AI battle. Semiconductor Giants: Intel's Strateg
AI Market Showdown: Who Will Dominate?