Latest in Salesforce Nvidia Report
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Salesforce CEO Marc Beinoff slams Microsoft Copilot as ‘Clippy 2.0’
Fighting words? Salesforce co-founder and CEO Marc Benioff took to his personal X account last night to criticize Microsoft's AI assistant.Tech - VentureBeat - October 17 -
Super Micro Computer Stock Crashes, Wall Street Concerns Grow
Shares of the Nvidia customer have crashed since its accounting firm, Ernst & Young, resigned.Business - Inc. - November 1 -
Microsoft to roll out new autonomous AI agents next month, fending off challenge from Salesforce
Microsoft will allow organizations to create their own autonomous AI agents within Copilot starting next month.Business - CNBC - October 21 -
Microsoft to roll out new autonomous AI agents next month, fending off challenge from Salesforce
LONDON — Microsoft will allow businesses to start making their own autonomous artificial intelligence agents starting next month, taking the fight back to Salesforce, which introduced its own ...Top stories - NBC News - October 21 -
Microsoft’s new AI agents set to shake up enterprise software, sparking new battle with Salesforce
Microsoft launches autonomous AI agents for Dynamics 365, challenging Salesforce's Agentforce in the race to dominate enterprise AI and reshape the future of work.Tech - VentureBeat - October 21 -
Starboard Value's Jeff Smith says Salesforce has 'a lot more to go' and can increase profitability
Salesforce has become more profitable in the past few years, but one activist investor says there's more for the software company to do.Business - CNBC - October 22 -
Cramer raves about Salesforce's star-powered plan to raise awareness of its new AI agents
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - 4 days ago -
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Nvidia overtakes Apple as world’s most valuable company
Nvidia dethroned Apple as the world’s most valuable company on Friday following a record-setting rally in the stock, powered by insatiable demand for its specialized artificial intelligence chips.Top stories - NBC News - October 26 -
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 -
Nvidia passes Apple as world's most valuable company
Nvidia shares have nearly tripled this year as demand continues to swell for the company's graphics processing units.Business - CNBC - 3 days ago -
Nvidia passes Apple as world's most valuable company
Nvidia passed Apple in market cap on Tuesday becoming, for a second time, the most valuable publicly traded company in the world.Top stories - NBC News - 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 -
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 -
Nvidia, AMD shares extend drops as investors get spooked — but should they be?
An ASML warning about the health of the semiconductor market is one factor weighing on AI chip stocks Tuesday — but one analyst says Nvidia investors shouldn’t be worried.Business - MarketWatch - October 15 -
Nvidia Share Price Moves Could Unseat Apple as Most Valuable Company
Investors are driving up market capitalizations for the chipmaker, Apple, and Microsoft so fast it’s hard to know which company holds the top spot.Business - Inc. - October 15 -
Nvidia’s Almost the World’s Most Valuable Company but It’s Still Volatile As Ever
Nvidia’s volatility relative to the S&P 500 has doubled over the last decade even as its market cap soared.Business - Inc. - October 16 -
Nvidia is the ‘single most important company’ for investors. These numbers prove why.
Nvidia’s stock packs the ability to take big swings regularly, even as the company’s market cap has swelled enough to garner large weightings in indexes.Business - MarketWatch - October 16 -
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 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’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 -
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’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 -
Nvidia supplier SK Hynix posts record quarterly profit as AI boom drives demand
Revenue for the third quarter grew about 94% year-on-year.Business - CNBC - October 24 -
Nvidia doubles down on India with Hindi language model and major partnerships
Nvidia on Thursday announced a slew of partnerships with major Indian firms and launched a Hindi language model.Business - CNBC - October 24 -
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 -
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’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 -
Palantir is now worth $100 billion — and may be like Nvidia in one regard
Palantir is helping companies incorporate AI into their businesses — and one analyst says it’s succeeded “more than any company (not named Nvidia).”Business - MarketWatch - October 28 -
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 to join Dow Jones Industrial Average, replacing rival chipmaker Intel
Nvidia is replacing Intel in the Dow Jones Industrial Average, a shakeup that reflects a massive change in the semiconductor industry.Business - CNBC - November 1 -
Nvidia to replace Intel in the Dow, underscoring downfall of an industry titan
Nvidia will replace Intel in the Dow Jones Industrial Average, illustrating a changing of the guard in technology and the downfall of what was once an industry titan.Business - MarketWatch - November 1 -
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 - 6 days ago -
Here’s what Super Micro’s struggles may mean for Nvidia and Dell
Dell might not see immediate financial benefits, but an analyst thinks customers are paying attention to Super Micro’s auditor exit, which could start helping Dell next year.Business - MarketWatch - 4 days ago
