Latest in Nvidia's Forecast Marks Bad Sign for AI Tech Stocks
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The year's top tech stock is up 300% thanks to AI — but it's not Nvidia
With its stock having quadrupled this year, AppLovin has outperformed all other U.S. tech companies valued at $5 billion or more.Business - CNBC - 5 days ago -
Big Tech Carries the Entire Stock Market — and Nvidia Fuels Big Tech
The Magnificent Seven have doubled the returns of the S&P 500 in 2024, but much of the outperformance can be chalked up to chip giant Nvidia.Business - Inc. - October 25 -
Nvidia’s stock is up nearly 200% this year, and a critical time for tech awaits
With Alphabet, Meta, Microsoft and Amazon all set to report results this week, chip-sector investors should pay attention to cloud growth and spending forecasts.Business - MarketWatch - October 28 -
How this money manager’s one-of-a-kind fund beats the market without Nvidia and other tech stocks
Cambria Investment’s Faber tells MarketWatch how he makes shareholders money by owning high-quality, dividend-paying stocks that most investors overlook.Business - MarketWatch - October 19 -
How to increase or cut your exposure to Nvidia and other hot Big Tech stocks
Also: Tesla’s killer quarter, stock-market warnings and more positive predictions, and some World Series numbers.Business - MarketWatch - October 26 -
Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high
Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.Business - CNBC - October 15 -
Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.Business - MarketWatch - October 17 -
Nvidia stock rises to new record, exceeding June high as AI trade is rekindled
Shares of Nvidia rose more than 3% on Thursday, briefly tapping a new intraday high of $140.89. It bested a previous record of $140.76, set June 20.Business - CNBC - October 17 -
Ways to target – or avoid — Big Tech and megacap stocks via ETFs amid AI frenzy
“The shape of the U.S. equity market has undergone a massive change over just the last few years,” says BlackRock’s Rachel Aguirre.Business - MarketWatch - October 24 -
Nvidia Will Replace Intel in the Dow Jones Stock Index
The change, starting next Friday, lifts a dominant player in artificial intelligence over its chip-making rival, which has struggled to keep up.Tech - The New York Times - November 1 -
This chart shows how Nvidia soared back toward the top of the tech heap
Nvidia has tacked on more than $1 trillion in market cap in less than three months, as it looks to reclaim the title of most valuable U.S. company.Business - MarketWatch - October 26 -
Nvidia closes at record as AI chipmaker's market cap tops $3.4 trillion
Nvidia shares closed at an all-time high on Monday as the chipmaker continues to ride a massive wave of demand for its artificial intelligence chips.Business - CNBC - October 14 -
AMD’s AI punches are landing where it counts — against Nvidia
Not every AI customer wants or can afford Nvidia’s powerhouse Blackwell chip.Business - MarketWatch - October 19 -
Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry
Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company that has fallen behind as Nvidia cornered the market for chips that run ...Tech - ABC News - November 2 -
Nvidia Takes Intel’s Spot on Dow Index as AI Thrives
The AI chip maker will join the 30-company stock indexm which is seen as a bellwether for U.S. economic fortunes.Business - Inc. - 5 days ago -
Nvidia advances robot learning and humanoid development with AI and simulation tools
Nvidia revealed new AI and simulation tools that will advance robot learning and humanoid development. The world’s biggest tech company by valuation (worth $3.432 trillion) said that the tools will ...Tech - VentureBeat - 3 days ago -
Nvidia’s stock secures first record in four months as customers seem locked in
One analyst says customers are in a “prisoner’s dilemma” that will keep them spending, while another was encouraged by recent Nvidia commentary on the company’s “moat.”Business - MarketWatch - October 14 -
Dow Jones Futures: Nvidia In Buy Area; Why These Stocks Are Radioactive
The stock market is strong with Nvidia in a buy area ahead of Taiwan Semiconductor. Nuclear stocks are too hot to handle now.Sports - Yahoo Sports - October 16 -
Nvidia’s stock can hit $190 as ‘generational opportunity’ unfolds, says BofA
Nvidia’s free cash flow in the coming years could rival Apple’s, one analyst said.Business - MarketWatch - October 19 -
Nvidia’s stock hits new high as it reaches this milestone level
Nvidia powered to a $3.5 trillion market cap, which only Apple had ever previously hit.Business - MarketWatch - October 21 -
The bullish breakout for Nvidia’s stock could be a false one, if this happens
Concerns that the recent breakout rally in Nvidia’s stock was “false” are still premature, unless it falls through key support at recent lows.Business - MarketWatch - October 23 -
Don’t let the stock’s selloff fool you. Nvidia had a great week.
Big cloud companies aren’t backing down from their AI spending, which bodes well for Nvidia.Business - MarketWatch - November 1 -
Nvidia’s stock joins the Dow today. Here’s what to know.
Nvidia’s stock is now a below-average member of the 128-year-old Dow Jones Industrial Average.Business - MarketWatch - Yesterday -
UK to consult on ‘opt-out’ AI content scraping in blow to publishers
Decision follows months of lobbying from tech sector and creative industriesBusiness - Financial Times - October 16 -
Lebanon feels it is being punished for a decision Hizbollah made
Civil society has sprung into action but the overwhelming sense of solidarity may be hard to sustainBusiness - Financial Times - October 16 -
Meet the salad hawkers that are valued like tech stocks
But rally for Sweetgreen and Cava may not stay fresh and valuations may prove too richBusiness - Financial Times - October 27 -
Nvidia CEO touts India’s progress with sovereign AI and over 100K AI developers trained
Nvidia CEO Jensen Huang noted India’s progress in its AI journey in a conversation at the Nvidia AI Summit in India. India now has more than 2,000 Nvidia Inception AI companies and more than ...Tech - VentureBeat - October 24 -
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TSMC beats forecasts with 54% surge in profits on soaring AI demand
Taiwan Semiconductor Manufacturing Co said its sales were boosted by strong demand from smartphone makers and artificial intelligence firmsBusiness - MarketWatch - October 17 -
AMD shares fall as forecast fails to impress despite strong AI growth
AMD shares are up about 20% so far in 2024, although rivals such as Nvidia and Broadcom have had much greater gains during the same period, driven by AI chips.Business - CNBC - October 30 -
Meta sees AI spending accelerating as earnings top forecasts
Mark Zuckerberg cites the potential for ‘strong’ returns in coming years on heavy investments in new technologyBusiness - Financial Times - October 31 -
Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue
The company’s projection points to less growth than anticipated, causing concern about the payoff for its massive AI investment.Business - The Wall Street Journal - October 31 -
Instantly Identify Bad Leadership with These 7 Warning Signs
What does it take to be a good leader? Avoid these common mistakes at all cost.Business - Inc. - October 20 -
Nvidia hits new record as US ‘soft landing’ hopes drive tech rebound
Renewed confidence over health of world’s biggest economy brings fresh momentum to megacap stocksWorld - Financial Times - October 14
