benefiting from the unprecedented demand for chips, particularly in theAIand high-performance computing (HPC) sectors. While I hold aBuy rating for both AVGO and NVDA, I prefer Nvidia over Broadcom due to its stronger cash flow growth, higher free cash flow margin, and dominant position ...
which looks like a great price for a company growing as fast as it is. Nvidia continues to strengthen its competitive advantages, and while its growth should continue to moderate, its valuation leaves room for continued gains. The stock still looks like a buy, especially after the post...
Nvidia controls about 80% of the market share for advanced AI chips. The Santa Clara, California-based company's stock is up over 44% year to date and has risen more than 236% in the past year from $206.55 a share on Feb. 21, 2023 to $694.52 a share as of Tuesday's close. The...
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After a massive decline in the fourth quarter of last year, Nvidia stock is moving in the right direction lately.
Nvidia's stock is not priced for perfection and there is more to go: Analyst William Stein of Truist Securities discusses the impact of Nvidia's earnings on the broader AI ecosystem and why he raised his price target on the stock. Wed, Aug 28 202410:28 PM EDT watch now watch...
Resize Nvidia stock was climbing on Wednesday. Earnings reports from Microsoft and Advanced Micro Devices look to be the reason, as well as some bargain hunting. Continue reading this article with a Barron’s subscription SUBSCRIBE NOW
Nvidia stock has been on a disappointing run since its earnings last week but the good vibes look to have returned in a holiday-shortened session Friday.
"We expect Nvidia to deemphasize its Blackwell B100/B200 GPU allocation in favor of ramping up its Hopper H200s in" the second half of the year, HSBC analyst Frank Lee wrote in a August note. He has a buy rating on the stock.
While all of this is worrisome, I still think Nvidia should remain in a strong position. As the pioneer of the GPU market, the company has been able to build a powerful ecosystem of partners. What’s more, GPUs have become essential for AI. Keep in mind that GPUs can simultaneously proc...