Latest in Nvidia Analysts Bullish
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Morgan Stanley more bullish on M&A as equity and bond revenues climb
Morgan Stanley beats earnings expectations amid strength in its equity and bond businesses.MarketWatch - 5h -
Nintendo Switch 2 Could Sell 20 Million Units In First Year, Analyst Says
After months of rumors, the Nintendo Switch 2 was finally announced earlier this morning. Nintendo's new console will be directly competing with the power of PlayStation 5 and Xbox Series X|S. ...GameSpot - 5h -
AMD gets another downgrade. Here’s why analysts are souring on the stock.
Wolfe Research expects AMD’s AI business to disappoint this year relative to current market expectations.MarketWatch - 5h -
Nvidia analysts are very bullish on the stock. But this holdout defends his cautious view.
The chip maker’s stock has surged in the year since D.A. Davidson’s Gil Luria began coverage with a neutral view. But he still thinks elements of his initial call have merit.MarketWatch - 10h -
This is Nvidia’s secret weapon and it’s likely to propel the stock in 2025
Strength in data center GPUs, networking, services, and emerging products fortify Nvidia’s competitive ‘moat.’MarketWatch - 1d -
Imax offers buying opportunity as 2025 box office rebounds, says analyst
A rebounding China box office will be key, says analyst firm Benchmark.MarketWatch - 3d -
Alice Weidel: the former Goldman analyst leading Germany’s far-right
AfD candidate for chancellor uses party conference to try and ride wave propelling populists in Europe and US to powerFinancial Times - 4d -
Apple's market share slides in China as iPhone shipments decline, analyst Kuo says
Analyst Ming-Chi Kuo wrote in a post on Friday that Apple is losing market share in China due to declining iPhone shipments.CNBC - 5d -
Who is right about ‘Maganomics’: bearish economists or bullish investors?
Equity market optimism about president-elect’s impact contrasts with warnings over hit to GDP growthFinancial Times - 6d -
Costco’s holiday-season sales jump was not just about food, analyst says
Costco Wholesale Corp. on Wednesday reported a 9.9% year-over-year sales gain through the final stretch of the holiday-shopping season, marked by a big jump in online sales.MarketWatch - Jan. 8 -
Before Las Vegas, Intel Analysts Warned That Bomb Makers Were Turning to AI
Authorities say that before a Green Beret blew up a Cybertruck in front of the Trump International Hotel, he consulted ChatGPT—exactly the scenario police have been warned of for the past year.Wired - Jan. 8 -
Why Nvidia’s Jensen Huang Is So Bullish on ‘Physical AI’ and Robots
‘The ChatGPT moment for robotics is coming,’ Huang said. Here’s why.Inc. - Jan. 8 -
Nvidia’s stock falls further — but analysts see a future that’s brighter than ever
Nvidia’s talk of huge market opportunities in autonomous driving and robotics is “potentially comforting for investors thinking about what might come next for the company,” an analyst says.MarketWatch - Jan. 8 -
McDonald’s new McValue menu foreshadows cheaper fast food elsewhere — and more struggles for chains, analysts say
After fast-food chains tried to win over inflation-weary customers with discounts last year, McDonald’s Corp. kicked off 2025 with yet another deal, launching its new “McValue” menu intended to ...MarketWatch - Jan. 8 -
A Nvidia AI Supercomputer Could Be Yours for Just $3,000
The machine, set to come out in May, is called Project Digits. It packs a petaflop of computing power.Inc. - Jan. 7 -
What a Wall Street analyst gets wrong about Apple in rare sell call on the stock
MoffettNathanson downgraded shares of the iPhone maker to sell from hold Tuesday.CNBC - Jan. 7 -
GTA 6 Could Set "New Industry Standards," Analyst Says
Grand Theft Auto VI is set for release later this year and it's expected to be among the biggest launches of the year. One analyst has now said the game is so momentous that it could "reshape the ...GameSpot - Jan. 7 -
Bank of America’s stock could go up 20% in 2025, says this analyst
UBS’s Erika Najarian upgrades Bank of America to buy from neutralMarketWatch - Jan. 7 -
Legal cannabis may be boosted by alcohol warning from surgeon general: analyst
An Alliance Global Partners analyst sees opportunities for big consumer packaged goods or alcohol companies to wade into the pot space.MarketWatch - Jan. 7 -
Nvidia Bets Big on Robots and More
The chipmaker, which has led a rally in artificial intelligence stocks, laid out a vision for dominating so-called physical A.I. Investors appeared impressed.The New York Times - Jan. 7 -
Nvidia chief calls robots ‘multitrillion-dollar’ opportunity
Jensen Huang unveils AI models for humanoids and self-driving car partnership with Toyota at CES keynoteFinancial Times - Jan. 7 -
Nvidia’s $3,000 ‘Personal AI Supercomputer’ Will Let You Ditch the Data Center
Nvidia CEO Jensen Huang also announced new AI tools for creating autonomous agents during a keynote address at CES.Wired - Jan. 7 -
Nvidia’s 3-computer solution for mobile autonomy
Nvidia had made three types of computers for its autonomous mobility vision, and it has created the Cosmos World Foundation Models to help.VentureBeat - Jan. 7 -
Nvidia’s Nemotron Model Families will advance AI agents
Nvidia announced Nemotron Model Families to advance agentic AI as part of its bevy of AI announcements at CES 2025 today.VentureBeat - Jan. 7 -
Nvidia’s stock rallies as AI chip trade reloads for fresh run higher
Nvidia Corp.’s stock continued its rally Monday, embodying the red-hot momentum in the artificial-intelligence chip trade so far this year.MarketWatch - Jan. 7 -
Ulta Beauty gains on new CEO pick and sales outlook. But analysts debate the threat from rivals.
Ulta said Kecia Steelman, who became its chief operating officer in 2023, would be its new chief executive.MarketWatch - Jan. 7 -
Coastal Carolina hires Grayson McCall to staff: Three-time Sun Belt Player of the Year returns as analyst
McCall, a one-time Coastal Carolina star, retired from college football in October due to a serious concussionCBS Sports - Jan. 7 -
Chewy is entering ‘beast mode,’ with more than 50% upside ahead, says analyst
Chewy Inc. is well-positioned for a strong 2025, according to Mizuho Securities, which has upgraded the online retailer of pet products to outperform.MarketWatch - Jan. 6 -
Nvidia, chip stocks pop after Foxconn reports record revenue
Global semiconductor stocks climbed on Monday after Foxconn posted record fourth-quarter revenue, suggesting the AI boom has far more room to run.CNBC - Jan. 6 -
Analysts embrace ServiceTitan’s market-share potential in parade of buy ratings
The software maker for blue-collar businesses, which recently went public, draws “buy” or “overweight” ratings from at least six analysts.MarketWatch - Jan. 6 -
Citigroup’s stock is a banking-sector bargain as ‘inflection point’ looms, analyst suggests
Barclays analyst Jason Goldberg upgrades Citigroup to overweight from equal weight on bullish 2025 prospects.MarketWatch - Jan. 6 -
Top Wall Street analysts pick these dividend stocks for 2025
TipRanks' analyst ranking service reveals three dividend-paying stocks, including Ares Capital and ConocoPhillips.CNBC - Jan. 5 -
Here are the reasons not to worry too much about short-seller report on Carvana, according to these analysts
J.P. Morgan says its own deep dives on Carvana have not uncovered “any red flags.”MarketWatch - Jan. 3 -
Microsoft May Bring "All Their Big Games" To PS5, Analyst Says
According to a veteran video game industry analyst, 2025 could be the year that Microsoft goes "all-in" on bringing its Xbox games to other platforms, including PlayStation 5. Microsoft, of course, ...GameSpot - Jan. 3 -
Why this analyst isn’t worried about Tesla’s deliveries miss
Tesla has “a generational set of growth opportunities ahead,” according to Canaccord Genuity.MarketWatch - Jan. 3 -
Jets interview Ron Rivera, ESPN analyst Louis Riddick for coach and general manager positions
The Jets continue to make plans for their futureCBS Sports - Jan. 3 -
Google’s antitrust woes spark analyst downgrade of Alphabet’s stock
JMP Securities cited “the risk of antitrust penalties that could significantly impact Google’s U.S. distribution of search and search revenue.”MarketWatch - Jan. 3 -
How Jensen Huang and 3 Nvidia Board Members Became Billionaires
Longtime Nvidia board member Tench Coxe is among the company’s newly minted billionaires.Inc. - Jan. 2 -
Nvidia’s Market Value Got a $2 Trillion Boost in the AI rally of 2024
The AI chipmaker recorded the largest market cap increase of any publicly listed company in 2024, nearly tripling in value to $3.28 trillion by the end of the year.Inc. - Jan. 2 -
Nvidia invested $1bn in AI deals in 2024
Group emerges as crucial backer of start-ups seeking to gain from the tech revolution its chips are poweringFinancial Times - Jan. 1