On Nov. 9, just weeks after the US government tightened regulations on exporting high-end AI chips to China, unconfirmed reports said that the chipmaker $NVIDIA Corp(NVDA)$ is set to announce a new series of AI chips for customers in China. The new Nvidia chips are reportedly designed to comply with the latest U.S. government export restrictions. The news cheered investors, because the curbs were seen leading to a possible $5 billion in order cancellations for $NVIDIA Corp(NVDA)$ .The exclusive report suggests that Nvidia has created three customized versions of AI chips for Chinese customers: HGX H20, L20 PCle, and L2 PCle. The official announcement is anticipated on Nov. 16, with insiders revealing

图片America's largest utility companies are predicting that the demand for electricity from data centers and new technologies like generative AI will skyrocket in the coming years. As a result, American utility companies and regulatory agencies have significantly increased their projections for peak electricity demand over the next decade. It seems that the ultimate destination for AI is electricity, and American utility stocks are poised to reap the benefits of this trend.Renewable energy giant $NextEra(NEE)$ told investors last month that US electricity demand will grow exponentially, driven primarily by demand from data centers. However, a report released earlier this year by Grid Strategies warned that America's power grid isn't ready for such a

Major confidence in $NVIDIA Corp(NVDA)$ from top banks! Goldman Sachs, JPMorgan, BoA, Morgan Stanley, Wells Fargo, UBS, Bernstein, Mizuho, and Stifel all upping their price targets, with bullish sentiments across the board. Strong signals for $NVIDIA Corp(NVDA)$ ’s market performance ahead?Read More: 🎁Head & Shoulders Top vs. Triple Bottom: $NVDA Targets $600?ImageGoldman Sachs today raised its price target on $NVIDIA Corp(NVDA)$ to $625 from $605 while maintaining its Buy rating. JPMorgan raised its price target on $NVIDIA Corp(NVDA)$ to $650 fro

Gemini is a large language model developed by Google $Alphabet(GOOGL)$ $Alphabet(GOOG)$ AI that offers several advantages.The logo of Google LLC is seen at the Google Store Chelsea in New York City, U.S., January 20, 2023Gemini will be available in three models:1️⃣ Gemini Ultra, the largest and most capable, for highly complex tasks2️⃣ Gemini Pro, for a wide range of tasks3️⃣ Gemini Nano, for Android users who want to build Gemini-powered apps. For instance, with Gemini Nano, people can now summarize recordings made using the Recorder app on the Pixel 8 Pro phone (but only in English)Huge model size: Gemini has 175 billion parameters, 5 times that of GPT-4. This means it can learn and understand more com

My enthusiasm for AI is inspired by witnessing the biggest tech leap in modern history. Here are the 15 companies I believe are positioned to capitalize on this secular growth theme -- based on how they compare to one another on their 2025 FCF multiples 1. $NVIDIA Corp(NVDA)$ | NVIDIA 2. $Tesla Motors(TSLA)$ | Tesla 3. $Microsoft(MSFT)$ | Microsoft 4. $Palantir Technologies Inc.(PLTR)$ | Palantir 5. $Amazon.com(AMZN)$ | Amazon 6. $CrowdStrike Holdings, Inc.(CRWD)$ | Crowdstrike 7. $ServiceNow(NOW)$

图片In recent years, AI stock $Baidu(BIDU)$ $BIDU-SW(09888)$ hasn't been getting much love from investors, with its share price plunging over 70% from its highs three years ago. However, all risk is basically priced in now, and the company's fundamentals are still solid.When the bad news is all out, good news is just around the corner. And believe me, now is the perfect time to jump on this former growth star. Here are four reasons why:1.Baidu is a bargain!Baidu ticks all the boxes for value investors. While tech giants in the US are seeing their valuations skyrocket, Baidu is trading at a mere 13 times its earnings. And if you look at adjusted earnings, that number drops to just 9! Compare that to

$Moderna, Inc.(MRNA)$ , the global mRNA giant, has partnered with artificial intelligence (AI) company OpenAI to embed GPT across all aspects of the company's business, including legal, research, manufacturing, and commercialization.But in this AI frenzy, collaborations between life sciences and AI often blur the lines between reality and hype. Let's dive deeper and see what's really cooking.The partnership kicked off in 2023 with the launch of mChat, powered by OpenAI's API. So far, 80% of Moderna's employees are already using ChatGPT's iterations. They've even got over 750 customized GPTs running on their internal ecosystem. One notable example is the Dose ID GPT, helping researchers pinpoint the right vaccine dose for clinical trials.Selecting

In the midst of $NVIDIA Corp(NVDA)$ and $Advanced Micro Devices(AMD)$ continually setting new stock price highs, Wall Street remains optimistic about their upward trajectory.On Tuesday, Wall Street analysts raised the target prices for these chip giants, signaling sustained optimism regarding the demand for AI chips.Key Highlights:Ongoing Surge: Despite both $NVIDIA Corp(NVDA)$ and $Advanced Micro Devices(AMD)$ experiencing a consistent surge in stock prices over the past year, Wall Street continues to bet on their upward trajectory.AMD Targets: Barclays increased $Advanced Micro Devic

图片Since the beginning of this year, all three major US stock indices have hit record highs. While mega-cap stocks have contributed significantly to the rally, the real driving force behind the US stock market's surge has been the Wall Street trend of investing in the "next big thing": AI. The reason for the explosive growth of AI stocks is simple - AI can be applied to virtually every sector and industry. And analysts from PwC estimate that AI will add $15.7 trillion to global GDP by 2030. When it comes to the biggest beneficiary of this AI revolution, $NVIDIA Corp(NVDA)$ is second to none.In early 2023, Nvidia was worth $360 billion. However, as of the close of trading on March 4, 2024, the value of the stock market has exploded to $2.13 trillion

Traders are more confident in the stock market than they have been in the past two years. A recent survey by Charles Schwab found that 56% of respondents are optimistic about the next three months, up 10% from Q2 2024.Overall, the sentiment among traders is quite positive. 60% respondents said their financial situation is better than a year ago, and 59% believe now is a good time to invest.James Kostulias, head of trading services at Charles Schwab, noted, “Despite increased market volatility since the third quarter survey, we’re seeing long-term optimism among traders.”AI Stocks are the Top PickWhen it comes to stocks traders are most excited about, AI tops the list. According to the survey, traders are most optimistic about AI (62%), domestic stocks (59%), growth stocks (58%), and large-

Co-Host of @PoundingDaTable Podcast 1. $NVIDIA Corp(NVDA)$ • Business Description: They specialize in advanced graphics processing units (GPUs) and AI computing technology, catering to high-performance computing, gaming, artificial intelligence, deep learning, and autonomous vehicles• AI Tailwind: They're renowned for its graphics processing units (GPUs), which are essential in gaming, professional visualization, data centers, and artificial intelligence. Their pioneering work in GPU-accelerated computing has made them a leader in AI and deep learning technologies. NVIDIA's continuous innovation in chip design, combined with its expansion into AI, autonomous vehicles, and data center solutions, positions it at the forefront of several rapidly grow

In a competitive market, $Tesla Motors(TSLA)$ stands out. The company doesn’t rely on massive advertising campaigns. Instead, CEO Elon Musk acts as a super influencer, drawing global attention.Recently, Musk claimed Tesla is facing a $200 trillion business opportunity with its new project—Optimus. The most striking part? This new venture has nothing to do with Tesla’s core electric vehicle business.What is Tesla Optimus?Most people know Tesla for its electric cars, but the company is also making bold moves in AI. Enter Optimus: Tesla’s humanoid robot project.In simple terms, Tesla plans to use machine learning to train these robots for basic tasks, with the ultimate goal of having them work in Tesla’s factories.$200 Trillion Market?During Tesla’s