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Here’s What Analysts Are Saying About NVDA’s $100 Billion OpenAI Deal
Yahoo Finance· 2025-09-26 04:07
NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 22, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA) is set to invest up to $100 billion in OpenAI. The companies have signed a letter of intent to deploy at least 10 gigawatts of NVIDIA Corporation (NASDAQ:NVDA) systems for OpenAI’s next-generation AI infrastructure. Many analysts have shared their views about this partnership. Here’s What Analysts Are Saying About NVDA's $100 Billion OpenAI ...
JPMorgan Keeps Overweight Rating on NVDA
Yahoo Finance· 2025-09-16 18:50
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Unrivaled Stocks of the Next 3 Years. On September 4, JPMorgan reaffirmed an Overweight rating on NVIDIA Corporation (NASDAQ:NVDA) with a price target of $215. This decision came after a meeting with NVIDIA Corporation’s (NASDAQ:NVDA) Vice President of Investor Relations and Strategic Finance. JPMorgan Keeps Overweight Rating on NVDA JPMorgan noted that the demand for NVIDIA Corporation’s (NASDAQ:NVDA) data center products is outpacing supply. The lead t ...
Analysts Stay Bullish on Nvidia (NVDA) Despite Rising Competitive Pressures from China
Yahoo Finance· 2025-09-16 17:34
Nvidia Corp. (NASDAQ:NVDA) is one of the best ESG stocks to buy now according to hedge funds. On September 11, Reuters reported that Alibaba Group (NYSE:BABA) and Baidu (NASDAQ:BIDU) have begun training certain AI models on internally designed chips, marking a shift away from complete reliance on Nvidia processors. According to the news portal The Information, Alibaba has been using its own chips for smaller models since early this year, while Baidu is testing its Kunlun P800 chip to train new versions of ...
4 Big Takeaways Investors Can't Ignore From Earnings Season
Yahoo Finance· 2025-09-13 08:44
This concentration risk goes beyond too much money being exposed to technology stocks. It's industry-specific. And yes, artificial intelligence is that industry. Analytics outfit FactSet reports a record-breaking 287 of the S&P 500's companies mentioned AI at least once during the second-quarter earnings calls, extending a growth trend that was less than 60 counts as of the third-quarter of 2022, right before the launch of ChatGPT sparked an artificial intelligence arms race.Still, it's an imbalance that in ...