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All I hear is buy and I bought more!! [Miser]

Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode

Nvidia's product cadence, software emphasis and full-system approach help extend the company's competitive moat, according to an analyst. The Nvidia Corp. stock rally has reignited, with the stock heading to a consecutive day of gains after a recent slide into correction territory.While analysts are a bullish bunch on Nvidia's stock in terms of their ratings - three quarters rate it the equivalent of a buy - they're behind in updating their price targets to account for Nvidia's sizable post-earnings stock gains. But at least two issued target boosts ahead of Wednesday's open, including Cantor Fitzgerald's C.J. Muse, who's now the second most upbeat analyst on the stock."We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by [Nvidia] and its full-system approach," Muse wrote, as he lifted his price target to $175 from $140.Nvidia shares were up 2.4% in Wednesday's premarket action after rising 6.

Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode

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[Miser]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/321025855492376","repostId":2446816362,"repostType":2,"repost":{"id":"2446816362","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":1719403260,"share":"https://www.laohu8.com/m/news/2446816362?lang=&edition=full","pubTime":"2024-06-26 20:01","market":"other","language":"en","title":"Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode","url":"https://stock-news.laohu8.com/highlight/detail?id=2446816362","media":"Dow Jones","summary":"Nvidia's product cadence, software emphasis and full-system approach help extend the company's competitive moat, according to an analyst. The Nvidia Corp. stock rally has reignited, with the stock heading to a consecutive day of gains after a recent slide into correction territory.While analysts are a bullish bunch on Nvidia's stock in terms of their ratings - three quarters rate it the equivalent of a buy - they're behind in updating their price targets to account for Nvidia's sizable post-earnings stock gains. But at least two issued target boosts ahead of Wednesday's open, including Cantor Fitzgerald's C.J. Muse, who's now the second most upbeat analyst on the stock.\"We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by [Nvidia] and its full-system approach,\" Muse wrote, as he lifted his price target to $175 from $140.Nvidia shares were up 2.4% in Wednesday's premarket action after rising 6.","content":"\n\nMW Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode\n\n\n By Emily Bary \n\n\n Nvidia's product cadence, software emphasis and full-system approach help extend the company's competitive moat, according to an analyst \n\n\n The Nvidia Corp. stock rally has reignited, with the stock heading to a consecutive day of gains after a recent slide into correction territory. \n\n\n While analysts are a bullish bunch on Nvidia's stock <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in terms of their ratings - three quarters rate it the equivalent of a buy - they're behind in updating their price targets to account for Nvidia's sizable post-earnings stock gains. But at least two issued target boosts ahead of Wednesday's open, including Cantor Fitzgerald's C.J. Muse, who's now the second most upbeat analyst on the stock. \n\n\n \"We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by [Nvidia] and its full-system approach,\" Muse wrote, as he lifted his price target to $175 from $140. \n\n\n Nvidia shares were up 2.4% in Wednesday's premarket action after rising 6.8% in Tuesday's session. \n\n\n See more: Nvidia's stock storms back to score a rebound not seen in three years \n\n\n Muse noted that Nvidia's rivals are stuck in an \"ongoing game of catch-up,\" and with the company's \"clear technologic push at scale,\" he expects a further stock ascent. \n\n\n He talked in big terms as he described Nvidia's market opportunity, which he thinks could shift from being a percentage of data-center spending to a percentage of overall information-technology spending - and eventually a percentage of gross domestic product. That's as the company pushes toward \"AI ubiquity.\" \n\n\n Read: As Nvidia executives sell stock, here's what investors need to know \n\n\n Muse added that there are \"numerous qualitative examples of AI implementations offering clear [profit-and-loss] benefits\" to customers, though he admitted it's not as easy to find quantitative examples since the AI-fueled technological revolution is so new. \n\n\n Meanwhile, Nvidia boasts advantages through its software, full-system approach, quick product cadence and performance that Muse says reinforce the company's competitive moat. \n\n\n He has an overweight rating on the stock, which he also deems a \"top pick.\" \n\n\n Citi Research's Atif Malik boosted his price target as well, to $150 from $126. \n\n\n He's encouraged about the future potential of \"AI agents,\" which he said are a step up from chatbots because they could make decisions and act in an autonomous fashion. \"AI agents when at [the] full potential can drive strong investment by enterprises,\" Malik wrote. \n\n\n The trend is notable for Nvidia, in his view, because it could become the next frontier for AI spending, notably in the inference domain, which makes up about 40% of Nvidia's data-center sales. \n\n\n Don't miss: Nvidia is one of the 'three horsemen of AI.' Here are the others. \n\n\n -Emily Bary \n\n\n This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n<pre>\n \n</pre>\n\n (END) Dow Jones Newswires\n\n\n June 26, 2024 08:01 ET (12:01 GMT)\n\n\n Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n\n","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>Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode</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\">\nNvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode\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\">\nDow Jones \n2024-06-26 20:01\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n\n\nMW Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode\n\n\n By Emily Bary \n\n\n Nvidia's product cadence, software emphasis and full-system approach help extend the company's competitive moat, according to an analyst \n\n\n The Nvidia Corp. stock rally has reignited, with the stock heading to a consecutive day of gains after a recent slide into correction territory. \n\n\n While analysts are a bullish bunch on Nvidia's stock <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in terms of their ratings - three quarters rate it the equivalent of a buy - they're behind in updating their price targets to account for Nvidia's sizable post-earnings stock gains. But at least two issued target boosts ahead of Wednesday's open, including Cantor Fitzgerald's C.J. Muse, who's now the second most upbeat analyst on the stock. \n\n\n \"We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by [Nvidia] and its full-system approach,\" Muse wrote, as he lifted his price target to $175 from $140. \n\n\n Nvidia shares were up 2.4% in Wednesday's premarket action after rising 6.8% in Tuesday's session. \n\n\n See more: Nvidia's stock storms back to score a rebound not seen in three years \n\n\n Muse noted that Nvidia's rivals are stuck in an \"ongoing game of catch-up,\" and with the company's \"clear technologic push at scale,\" he expects a further stock ascent. \n\n\n He talked in big terms as he described Nvidia's market opportunity, which he thinks could shift from being a percentage of data-center spending to a percentage of overall information-technology spending - and eventually a percentage of gross domestic product. That's as the company pushes toward \"AI ubiquity.\" \n\n\n Read: As Nvidia executives sell stock, here's what investors need to know \n\n\n Muse added that there are \"numerous qualitative examples of AI implementations offering clear [profit-and-loss] benefits\" to customers, though he admitted it's not as easy to find quantitative examples since the AI-fueled technological revolution is so new. \n\n\n Meanwhile, Nvidia boasts advantages through its software, full-system approach, quick product cadence and performance that Muse says reinforce the company's competitive moat. \n\n\n He has an overweight rating on the stock, which he also deems a \"top pick.\" \n\n\n Citi Research's Atif Malik boosted his price target as well, to $150 from $126. \n\n\n He's encouraged about the future potential of \"AI agents,\" which he said are a step up from chatbots because they could make decisions and act in an autonomous fashion. \"AI agents when at [the] full potential can drive strong investment by enterprises,\" Malik wrote. \n\n\n The trend is notable for Nvidia, in his view, because it could become the next frontier for AI spending, notably in the inference domain, which makes up about 40% of Nvidia's data-center sales. \n\n\n Don't miss: Nvidia is one of the 'three horsemen of AI.' Here are the others. \n\n\n -Emily Bary \n\n\n This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n<pre>\n \n</pre>\n\n (END) Dow Jones Newswires\n\n\n June 26, 2024 08:01 ET (12:01 GMT)\n\n\n Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4587":"ChatGPT概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","NVDA":"英伟达","BK4592":"伊斯兰概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4567":"ESG概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4527":"明星科技股","BK4543":"AI","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","LU0109392836.USD":"富兰克林科技股A","BK4579":"人工智能","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4141":"半导体产品","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4503":"景林资产持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4551":"寇图资本持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4581":"高盛持仓","BK4588":"碎股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446816362","content_text":"MW Nvidia's stock is set to gain, with rivals seen to be in perpetual catch-up mode\n\n\n By Emily Bary \n\n\n Nvidia's product cadence, software emphasis and full-system approach help extend the company's competitive moat, according to an analyst \n\n\n The Nvidia Corp. stock rally has reignited, with the stock heading to a consecutive day of gains after a recent slide into correction territory. \n\n\n While analysts are a bullish bunch on Nvidia's stock $(NVDA)$ in terms of their ratings - three quarters rate it the equivalent of a buy - they're behind in updating their price targets to account for Nvidia's sizable post-earnings stock gains. But at least two issued target boosts ahead of Wednesday's open, including Cantor Fitzgerald's C.J. Muse, who's now the second most upbeat analyst on the stock. \n\n\n \"We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by [Nvidia] and its full-system approach,\" Muse wrote, as he lifted his price target to $175 from $140. \n\n\n Nvidia shares were up 2.4% in Wednesday's premarket action after rising 6.8% in Tuesday's session. \n\n\n See more: Nvidia's stock storms back to score a rebound not seen in three years \n\n\n Muse noted that Nvidia's rivals are stuck in an \"ongoing game of catch-up,\" and with the company's \"clear technologic push at scale,\" he expects a further stock ascent. \n\n\n He talked in big terms as he described Nvidia's market opportunity, which he thinks could shift from being a percentage of data-center spending to a percentage of overall information-technology spending - and eventually a percentage of gross domestic product. That's as the company pushes toward \"AI ubiquity.\" \n\n\n Read: As Nvidia executives sell stock, here's what investors need to know \n\n\n Muse added that there are \"numerous qualitative examples of AI implementations offering clear [profit-and-loss] benefits\" to customers, though he admitted it's not as easy to find quantitative examples since the AI-fueled technological revolution is so new. \n\n\n Meanwhile, Nvidia boasts advantages through its software, full-system approach, quick product cadence and performance that Muse says reinforce the company's competitive moat. \n\n\n He has an overweight rating on the stock, which he also deems a \"top pick.\" \n\n\n Citi Research's Atif Malik boosted his price target as well, to $150 from $126. \n\n\n He's encouraged about the future potential of \"AI agents,\" which he said are a step up from chatbots because they could make decisions and act in an autonomous fashion. \"AI agents when at [the] full potential can drive strong investment by enterprises,\" Malik wrote. \n\n\n The trend is notable for Nvidia, in his view, because it could become the next frontier for AI spending, notably in the inference domain, which makes up about 40% of Nvidia's data-center sales. \n\n\n Don't miss: Nvidia is one of the 'three horsemen of AI.' Here are the others. \n\n\n -Emily Bary \n\n\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n June 26, 2024 08:01 ET (12:01 GMT)\n\n\n Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"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":36,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}