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Bull v. Bear: NVDA's Momentum at All-Time Highs
Youtube· 2025-09-30 22:01
[Music] Welcome back to past market here on Schwab Network. Nvidia notching a new all-time high today. It comes after a couple of analysts become more bullish on the king of AI.Key bank is raising its price target to 250 while maintaining the equivalent of a buy rating, adding to the bullish sentiment. City is also boosting its price target on Nvidia. It's increasing it to 210, noting that it is more positive on Nvidia's product ramp up and competitive positioning shares right now higher by more than 2 and ...
Analyst Says Market Concerns After Nvidia (NVDA)-OpenAI Deal Are ‘Wrong’
Yahoo Finance· 2025-09-29 19:43
We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. NVIDIA Corp (NASDAQ:NVDA) is one of the stocks analysts were recently talking about. Doug Clinton, Intelligent Alpha founder and CEO, said in a latest program on CNBC that the market perspective following NVIDIA Corp (NASDAQ:NVDA) deal with OpenAI is wrong. He was referring to analysts raising concerns over Nvidia’s $100 billion deal with OpenAI, with many describing it as vendor financing, where companies provide financial supp ...
This Analyst’s Prediction About NVIDIA (NVDA) Was Right
Yahoo Finance· 2025-09-29 13:01
We recently published Analysts Are Talking About These 10 Stocks as AI Investments Continue to Grow. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks analysts were recently talking about. In December last year, Joseph Moore, Morgan Stanley semiconductor analyst, commented on the volatility NVIDIA Corp (NASDAQ:NVDA) was going through at the time and said the stock would have a strong second half of 2025. The analyst’s call turned out to be correct. Here is what he said at the time: “I still think whe ...
Nvidia Received a Rare Price Target Cut From a Wall Street Analyst -- but the Reasoning Behind the Cut Misses the Biggest Threat Facing This Artificial Intelligence (AI) Darling
The Motley Fool· 2025-09-29 07:51
Analysts continue to overlook the biggest threat to Nvidia's top competitive advantage.For the better part of the last three years, the arrival of artificial intelligence (AI) is all Wall Street and everyday investors have cared about. But there's a good reason for that.Empowering software and systems with the capacity to make split-second decisions and become more efficient at their assigned tasks is a game-changing technology that the analysts at PwC foresee boosting global gross domestic product $15.7 tr ...
Better Artificial Intelligence Stock: D-Wave Quantum vs. Nvidia
The Motley Fool· 2025-09-26 21:30
These tech companies are all about pushing the boundaries of AI.Artificial intelligence (AI) is transformative technology, but quantum computing could elevate AI to unprecedented heights. Quantum machines employ the properties of quantum mechanics to deliver potent processing power beyond the ability of current classical computers.D-Wave Quantum (QBTS 1.59%) is one of the companies at the forefront of applying quantum computing to AI. But is it a better AI investment than Nvidia (NVDA 0.27%), a leader of to ...
Brad Gerstner Explains Why NVIDIA (NVDA) Will Keep Growing
Yahoo Finance· 2025-09-26 13:49
We recently published Trending Analyst Calls: Top 10 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks analysts were recently talking about. Altimeter Capital’s Brad Gerstner, in late August, talked about the impressive results of Nvidia on CNBC and explained why the company is benefiting from AI inference. Gerstner said at the time that the world is supply-constrained when it comes to compute. “Think about this stat a year ago: Google per month was doing about 9 trillion tokens a month in te ...
Bank of America resets Nvidia stock forecast after OpenAI deal
Yahoo Finance· 2025-09-24 16:03
Just when you think Nvidia NVDA can’t go any bigger, it does. In Nvidia's latest AI flex, the tech behemoth announced a whopping $100 billion investment in OpenAI. The deal anchors the rollout of 10+ gigawatts of Nvidia systems to efficiently train and run the next wave of models, with deliveries set to begin in the second half of 2026. Think utility-scale compute, but for artificial intelligence. Nvidia's OpenAI investment at a glance: Staged LOI: Letter of intent to deploy ≥10 GW of NVIDIA systems; wi ...
Dean of Valuation Aswath Damodaran Says He’d Rather Have His Money in Intel Than NVIDIA (NVDA)
Yahoo Finance· 2025-09-23 13:32
We recently published These 10 Stocks are Buzzing After Important Analyst Calls. NVIDIA Corp (NASDAQ:NVDA) is one of the stocks analysts were recently talking about. Aswath Damodaran, NYU Stern School of Business professor of finance, often known as the “deal of valuation,” recently said in a program on CNBC that he’s still owning a stake in Nvidia, but called the stock “richly priced.” Damodaran said his Intel investment has done better than his Nvidia position. “I own half of the NVIDIA Corp (NASDAQ:NV ...
This Analyst Said AMD Will Give Nvidia ‘Run For Its Money’ – Was He Right?
Yahoo Finance· 2025-09-22 20:47
We recently published Top 10 Stocks to Watch After Federal Reserve’s Rate Cut. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks analysts were recently talking about. Robert Schein, CIO of Blanke Schein Wealth Management, said in a program on CNBC in late July that AMD will give Nvidia a “run for its money.” Here is how the analyst explained his bullish thesis for the chip company. “Valuation is a terrible tool for trading. we look at valuations. put that aside. We want to look at so what is ...
Analyst Explains Why He’s Selling Nvidia (NVDA) – ‘I Know It Sounds Crazy’
Yahoo Finance· 2025-09-19 13:05
We recently published Top 10 Stocks to Watch After Federal Reserve’s Rate Cut. Nvidia Corp (NASDAQ:NVDA) is one of the stocks analysts were recently talking about. Jeff Kilburg from KKM Financial said in a program on CNBC late July that he was planning to sell Nvidia Corp (NASDAQ:NVDA) shares despite the idea sounding “crazy.” Here is how the analyst explained his decision: “I want to sell Nvidia. I know it sounds crazy, but Nvidia at a new all-time high of $175. I want to sell Nvidia, take profits and t ...