To The Moon

"Nvidia dominates the market for graphics processing units installed by data centers. GPUs are the core components of the generative-AI infrastructure, although many other companies are providing supporting equipment."The hypsecalers are buying on anticipated demand," Ludan said. But he countered that point by saying he believed Tesla Inc. $$, and xAI were "incrementally positive drivers" for Nvidia during its most recent reported fiscal quarter ended April 28. (The Buffalo Large Cap Fund had

Since Microsoft has too many segments, I will focus on the ones providing the most revenue: Cloud, Office Products and Licenses, and Windows OS. In the PaaS and IaaS cloud markets, Microsoft boasts a 24% market share, which puts Microsoft in second place behind Amazon.com, Inc. which holds 31%. However, what sets Microsoft apart is that its market share increased by 4% since 2020 when it was 20%. Meanwhile, Amazon's market share lost 1%. Statista Statista On the other ha

Both of these stocks have massive AI tailwinds.

June 14 - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.

June 14 - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.

Apple stock is soaring this week, thanks to the artificial intelligence strategy the tech company announced Tuesday. Hedge funds might be helping, too—and both factors can push Apple shares even highe

Shares in this artificial intelligence titan have become significantly cheaper, but its massive market cap remains the same.

The artificial intelligence "bar remains high" for Advanced Micro Devices, and investors are better off with bigger names like Nvidia, say Morgan Stanley analysts who downgraded the chip maker."We like the AMD story, but investor expectations for the AI business still seems too high to us," said analysts led by Joseph Moore in a note to clients on Monday.Cutting the stock to equalweight, or neutral, from overweight, Moore and his team said they see upward revision potential for AMD as "limited," even with a recovery in its core business. Shares of AMD fell over 2% in premarket trading.They view AMD's stock price as expensive relative to other big-cap plays such as Nvidia and Broadcom , "where we have more confidence on upward revisions to AI forecasts.". Moore said their overweight on AMD has been focused on the chipmaker's core business reaccelerating following big downturn across markets, with AI an extra boost. "Through no fault of their own, AMD is facing a high bar given the supp

Nvidia's 10-for-1 stock split aimed at luring retail investors has taken effect, sparking speculation over chances of the artificial intelligence bellwether's inclusion in the blue-chip Dow index.The

The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value