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Why Nvidia, AMD, and Intel Will Be Hot Stock Stories in 2024

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with:. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't on my radar screen, what can I say.It wasn't until my former boss Jim Cramer began discussing the company's chip advancements every day inside TheStreet's HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call.Wall Street analysts on average forecast Nvidia's earnings will grow nearly 70% over the next year . And Nvidia's trailing 12 month price-to-earnings ratio of 64 is almost triple the S&P 500's.Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a

Why Nvidia, AMD, and Intel Will Be Hot Stock Stories in 2024

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Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't on my radar screen, what can I say.It wasn't until my former boss Jim Cramer began discussing the company's chip advancements every day inside TheStreet's HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call.Wall Street analysts on average forecast Nvidia's earnings will grow nearly 70% over the next year . And Nvidia's trailing 12 month price-to-earnings ratio of 64 is almost triple the S&P 500's.Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a","content":"<html><head></head><body><p>I must make a confession before the New Year. </p><p>Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn&#39;t on my radar screen, what can I say.</p><p>It wasn&#39;t until my former boss Jim Cramer began discussing the company&#39;s chip advancements every day inside <a href=\"https://laohu8.com/S/TST\">TheStreet</a>&#39;s HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call. </p><p>Since then, Nvidia (NVDA) has truly captured the minds of investors — and corporate execs who are tapping the company to support their AI expansion. Just this year, Nvidia&#39;s market cap exploded past $1 trillion for the first time (it&#39;s now at $1.2 trillion, according to Yahoo Finance data). </p><p>Wall Street analysts on average forecast Nvidia&#39;s earnings will grow nearly 70% over the next year (it&#39;s probably going to be much higher). And Nvidia&#39;s trailing 12 month price-to-earnings ratio of 64 is almost triple the S&amp;P 500&#39;s.</p><p>It can&#39;t make its H100 AI chips fast enough, and they remain in short supply. </p><p>Companies such as CoreWeave are raising debt backed by the Nvidia chips they own (kind of crazy when you think about how fast the tech is moving, risking asset devaluation). Nvidia founder Jensen Huang — who conceived of the business from inside a Denny&#39;s in 1993 — has minted slews of millionaires inside of his company, and is reportedly warning them not to get fat and lazy.</p><p>From the outside looking in, everything has seemed to go Nvidia&#39;s way the past decade. I am sure there have been challenges for management and lower-level employees, but the company has continued to put win after win on the board for investors. </p><p>I am not here to say Nvidia&#39;s winning ways won&#39;t continue in 2024. The company&#39;s mega wins have propelled it well out in front of rivals in chip development. But what I am saying today is that the competitive gap with two large, hungry rivals is narrowing. </p><p>Nvidia bulls would be wise to undertake some competitive analysis on AMD (AMD) and Intel (INTC). </p><p>AMD unveiled its most advanced chip targeted at generative AI several weeks ago.</p><p>Coined the MI300x, it can use up to 192GB of memory and boasts an astounding 153 billion transistors. AMD CEO Lisa Su played up the chip&#39;s better performance potential relative to &#34;competitors&#34; — a not so thinly veiled reference to Nvidia.</p><p>The sizable memory capabilities mean AMD&#39;s new chip could be used to train large language models — such as OpenAI&#39;s ChatGPT — commonly known as &#34;LLMs.&#34;</p><p>Su told me she has a &#34;line of sight&#34; to $2 billion in sales from this chip alone in 2024.</p><p>Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a tough 2022 and first half of this year. </p><p>A week ago, Intel showcased a range of products and services that all include artificial intelligence. On display was Gaudi3, an artificial intelligence chip for generative AI software. The chip will officially launch next year.</p><p>The Street gave the new chips solid marks.</p><p>Gelsinger told me he is ramping up production of these new chips like &#34;crazy&#34; (see above video) to be the dominant player in the budding AI PC market. </p><p>This three-party AI chip battle will be the one to watch in 2024... perhaps with major implications for the share price performances of the individual companies and broader AI complex. Don&#39;t discount the challengers, Nvidia fans.</p></body></html>","source":"yahoofinance_sg","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>Why Nvidia, AMD, and Intel Will Be Hot Stock Stories in 2024</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\">\nWhy Nvidia, AMD, and Intel Will Be Hot Stock Stories in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-01 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-nvidia-amd-and-intel-will-be-hot-stock-stories-in-2024-110025052.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I must make a confession before the New Year. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-nvidia-amd-and-intel-will-be-hot-stock-stories-in-2024-110025052.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","INTC":"英特尔","NVDA":"英伟达","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4535":"淡马锡持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4543":"AI","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","AMD":"美国超微公司","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4550":"红杉资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4512":"苹果概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4549":"软银资本持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4548":"巴美列捷福持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H"},"source_url":"https://finance.yahoo.com/news/why-nvidia-amd-and-intel-will-be-hot-stock-stories-in-2024-110025052.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2395237048","content_text":"I must make a confession before the New Year. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't on my radar screen, what can I say.It wasn't until my former boss Jim Cramer began discussing the company's chip advancements every day inside TheStreet's HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call. Since then, Nvidia (NVDA) has truly captured the minds of investors — and corporate execs who are tapping the company to support their AI expansion. Just this year, Nvidia's market cap exploded past $1 trillion for the first time (it's now at $1.2 trillion, according to Yahoo Finance data). Wall Street analysts on average forecast Nvidia's earnings will grow nearly 70% over the next year (it's probably going to be much higher). And Nvidia's trailing 12 month price-to-earnings ratio of 64 is almost triple the S&P 500's.It can't make its H100 AI chips fast enough, and they remain in short supply. Companies such as CoreWeave are raising debt backed by the Nvidia chips they own (kind of crazy when you think about how fast the tech is moving, risking asset devaluation). Nvidia founder Jensen Huang — who conceived of the business from inside a Denny's in 1993 — has minted slews of millionaires inside of his company, and is reportedly warning them not to get fat and lazy.From the outside looking in, everything has seemed to go Nvidia's way the past decade. I am sure there have been challenges for management and lower-level employees, but the company has continued to put win after win on the board for investors. I am not here to say Nvidia's winning ways won't continue in 2024. The company's mega wins have propelled it well out in front of rivals in chip development. But what I am saying today is that the competitive gap with two large, hungry rivals is narrowing. Nvidia bulls would be wise to undertake some competitive analysis on AMD (AMD) and Intel (INTC). AMD unveiled its most advanced chip targeted at generative AI several weeks ago.Coined the MI300x, it can use up to 192GB of memory and boasts an astounding 153 billion transistors. AMD CEO Lisa Su played up the chip's better performance potential relative to \"competitors\" — a not so thinly veiled reference to Nvidia.The sizable memory capabilities mean AMD's new chip could be used to train large language models — such as OpenAI's ChatGPT — commonly known as \"LLMs.\"Su told me she has a \"line of sight\" to $2 billion in sales from this chip alone in 2024.Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a tough 2022 and first half of this year. A week ago, Intel showcased a range of products and services that all include artificial intelligence. On display was Gaudi3, an artificial intelligence chip for generative AI software. The chip will officially launch next year.The Street gave the new chips solid marks.Gelsinger told me he is ramping up production of these new chips like \"crazy\" (see above video) to be the dominant player in the budding AI PC market. This three-party AI chip battle will be the one to watch in 2024... perhaps with major implications for the share price performances of the individual companies and broader AI complex. Don't discount the challengers, Nvidia fans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":42,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}