Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 8, Forrest Norrod, the executive vice president and general manager of the Data Center Solutions Business Group at Advanced Micro Devices, Inc. (AMD), presented at the Goldman Sachs Communicopia + Technology Conference. Norrod shared that Advanced Micro Devices, Inc. (NASDAQ:AMD) currently holds a 41% share of the server CPU market. He also pointed out that the company wants to grow in the G ...

Key Points Navitas Semiconductor had its initial public offering in October 2021. Its stock price has nearly doubled across 2025's trading. Despite big gains this year, Navitas' stock has seen some rocky trading since its public debut. 10 stocks we like better than Navitas Semiconductor › Navitas Semiconductor (NASDAQ: NVTS) stock has been on an impressive winning streak in 2025, and its price has risen roughly 98% year to date as of this writing. Navitas' stock saw big gains in conjunction with ...

亿万富翁投资者在第二季度增持的AI股票 - 亿万富翁投资者在第二季度增持五只人工智能股票以提升投资组合 [1] Philippe Laffont的持仓动向 - Philippe Laffont管理的Coatue Management增持英伟达34% 持仓占比达5% [3][4] - 增持博通58% 持仓占比达4.3% [4] - 英伟达预测AI基础设施支出将从6000亿美元增长至4万亿美元 [5] - 英伟达凭借CUDA软件平台构建宽护城河 GPU仍将是AI工作负载主要芯片 [5] - 博通通过帮助客户设计定制AI芯片成为重要参与者 定制芯片在特定任务上具更高性能和成本效益 [6] - AI芯片需求激增使英伟达和博通成为长期赢家 [7] Stanley Druckenmiller的持仓选择 - Stanley Druckenmiller增持台积电28% 持仓占比达4.3% [8][9] - 台积电是唯一能大规模制造高良率先进芯片的晶圆代工厂 与所有芯片制造商密切合作并拥有强定价权 [10] - 机器人出租车和量子计算等新兴行业的需求使台积电成为长期赢家 [10] Bill Ackman的投资布局 - Bill Ackman新建亚马逊头寸（持仓占比9%）并增持 Alphabet（持仓占比15%） [11] - 两家公司均为云计算领导者 拥有自研AI芯片可提升性能并降低成本 [12] - 亚马逊在电商业务中应用AI 包括履约中心AI机器人、配送路线优化和供应链管理 同时推动赞助广告业务增长 [13] - Alphabet通过AI Overviews增加搜索查询量 全球推出AI Mode 新功能如Lens和Circle to Search驱动商业意图查询 [14] - 凭借Chrome浏览器、Android操作系统和全球广告网络优势 Alphabet有望从AI中受益 [14] - 两家公司均被视为长期AI赢家 [15]

Hedge fund manager Ken Griffin continued to sell Tesla in the second quarter, but he bought a substantial position in Nvidia.Ken Griffin of Citadel Advisors is the most successful hedge fund manager in U.S. history as measured by net gains. Further, Citadel beat the S&P 500 (^GSPC 0.49%) by 9 percentage points during the last three years, which makes his portfolio a good place for individual investors to find inspiration.Griffin made several noteworthy trades during the second quarter. He sold shares of Tes ...

Just because you missed the start of Nvidia's run doesn't mean you have to miss out on the future.Nvidia (NVDA -1.55%) has been at the top of the list of best artificial intelligence (AI) stocks to buy over the past few years. Anyone who has bought shares at nearly any time since 2023 has made money, but after the incredible run it has been on, it would be logical to think that there isn't much gas left in the tank.However, multiple signs are pointing toward Nvidia's continued dominance -- so much so that s ...

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 ...

Nebius has just landed a new contract that could change its fortunes for the better.The stock price for artificial intelligence (AI) infrastructure provider Nebius Group (NBIS -4.57%) is up a stunning 393% in the past year on the back of its outstanding growth that's being driven by the booming demand for AI data center capacity, and it looks like its red-hot rally is here to stay.Nebius stock shot up more than 45% in premarket trading on Sept. 9 after it announced a multiyear, multibillion-dollar deal with ...

行业前景 - AI基础设施支出预计到2030年底可能达到4万亿美元 [1] - AI热潮持续强劲 客户继续投资基础设施建设和AI应用 推动行业公司收入和股价表现 [6] - AI代表巨大增长机会 许多公司股价已实现三到四位数涨幅 增长势头可能持续较长时间 [6] Nebius业务与增长 - 提供AI基础设施即服务 出租计算和软件等AI基础设施 客户可运行AI工作负载并访问英伟达顶级AI芯片或大型语言模型 [4] - 与微软签署为期五年 价值超过170亿美元的AI基础设施供应协议 [2] - 最近季度收入飙升625% 主要业务提前实现调整后EBITDA转正 [3] - 将年收入运行率预测从7.5-10亿美元上调至9-11亿美元 [3] 英伟达业务优势 - 凭借AI芯片主导地位成为AI超级明星 生产市场上最强大的GPU [7] - 去年收入超过1300亿美元 最近季度毛利率超过70% [8] - 每年更新芯片的承诺推动收入增长 布莱克威尔架构和芯片发布时需求超过供应 新型号布莱克威尔Ultra同样需求旺盛 [7][10] - 从网络到企业软件的相关产品和服务可捕获广泛的客户AI支出 [9] 公司估值比较 - Nebius股价因微软消息单日上涨近50% 远期市销率从24倍升至40倍 [11] - 英伟达远期市盈率低于40倍 被认为估值合理 [12]

Nvidia remains one of the best stocks to capitalize on current spending trends.Nvidia (NVDA 3.91%) has been the gold standard for AI investing since the AI arms race began in 2023. It has remained a fantastic stock pick throughout the past two and a half years, and remains a fantastic buy today.Even some billionaires are still loading up on Nvidia stock, with David Tepper at Appaloosa Management adding a ton of shares during the second quarter. The firm increased its position by nearly 500% in Q2, indicatin ...

互联网历史经验 - 互联网在1990年代中期出现并普及 推动标普500指数、道琼斯工业平均指数和纳斯达克综合指数大幅上涨 [2] - 互联网使企业能够超越传统门店 彻底改变投资方式并打破华尔街和主街之间的信息壁垒 [3] - 投资者因能即时获取财务报表、管理层评论和企业演示 更愿意为承诺惊人增长率的互联网驱动企业支付估值溢价 [3] - 互联网革命并非一帆风顺 新技术需要时间成熟 企业需要时间优化技术 导致股市和领先企业容易受到泡沫破裂事件影响 如2000年代初互联网泡沫破裂 [4] 当前三大趋势共存 - 改变游戏规则的创新和炒作趋势通常是单一事件 但目前三大"下一个大趋势"正试图共存 [1] - 历史上基因组解码、纳米技术、3D打印、区块链技术和元宇宙都代表了最终的泡沫破裂事件 [5] - 与通常一次只存在一个炒作创新或趋势不同 当前可能同时存在三个潜在泡沫 [5] 人工智能泡沫 - 自互联网以来 人工智能的演变最让华尔街和投资者兴奋 [6] - PwC分析师估计 到2030年 人工智能带来的生产力改善和消费端效应可为全球GDP增加15.7万亿美元 [6] - 英伟达的GPU是高计算数据中心决策的核心 Palantir的Gotham平台帮助联邦政府规划执行军事任务以及收集分析数据 [7] - 这些公司拥有可持续的护城河和惊人的增长率 [7] - 英伟达最新财报前的市销率接近30倍 Palantir Technologies的市销率达到115倍 [8] - 历史上领先下一代技术的上市公司市销率通常在30至40倍达到峰值 这些市销率历史上都无法长期维持 [8] - 大多数积极投资AI数据中心基础设施和AI驱动应用的企业尚未优化其硬件或软件 [9] 量子计算泡沫 - 量子计算依靠量子力学原理解决传统计算机系统无法处理的复杂方程和问题 [11] - specialized量子计算机可能帮助药物研发、气候建模、供应链优化 并可能通过极大加速AI算法来加速机器学习 [11] - 波士顿咨询集团认为该技术到2040年可增加高达8500亿美元的经济价值 [11] - 纯量子计算股票大幅上涨 IonQ和Rigetti Computing在过去一年分别上涨452%和1530% [12] - IonQ预计2025年全年销售额9100万美元 但估值超过120亿美元 Rigetti今年全年收入预计降至仅800万美元 而其市值约为50亿美元 [13] - 两家公司都未证明其运营模式可持续或可扩展 且距离盈利还有相当距离 [14] 比特币国债策略泡沫 - 上市公司使用现金或发行普通股和/或债务来收购比特币并持有在资产负债表上 [15] - 主要吸引力是对抗通胀 比特币终身代币供应量限制在2100万枚 而美国货币供应持续扩张使美元随时间贬值 [16] - Michael Saylor的MicroStrategy已收购632,457枚比特币 占最终流通总代币的3%以上 [16] - 数十家上市公司效仿创建比特币国债 希望比特币继续升值 这些购买暂时人为抬高了比特币价格 [17] - 许多采用比特币国债的公司是亏损企业 在创新方面落后 购买比特币并非解决这些困境的灵丹妙药 [18] - 大多数企业通过发行股票或某种形式的债务来购买比特币 稀释了股东权益 [18] - 大多数比特币国债公司(包括MicroStrategy)的交易价格较其比特币净资产价值存在显著溢价 有时超过数字资产实际价值的500% [19] - 比特币自诞生以来经历了超过六次至少50%的下跌 比特币国债策略内爆似乎只是时间问题 [20]