NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer offered insights on. Cramer mentioned the company while discussing two of his “favorite” stocks. He remarked: “The rest of tech took its cue from Micron and broke the recent downtrend, even though the supply-demand situation for most of these companies, quite different from Micron. For instance, let’s say two of my favorites, Broadcom and NVIDIA, both of which are up today. They simply do not have the same situation at all… NVIDIA and Broadc ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer discussed, along with the tech battleground. Cramer reiterated his “own this stock, not trade it” mantra during the episode, as he stated: “Alright, let’s get to the biggest publicly traded battle… I’m referring to the travails of Jensen Huang and NVIDIA. First, let me say, there must be three or four Jensen Huangs running around… because he is everywhere, the Congress, the White House, Joe Rogan… He’s on the firing line every minute… a firi ...

公司与市场动态 - 英伟达公司与电子设计自动化公司新思科技宣布了一项重要合作计划[1] - 该合作消息推动英伟达股价当日上涨2.92美元，作为全球市值最大的股票之一，其上涨对整体市场意义重大[1] - 英伟达向新思科技投资20亿美元以巩固双方关系[1] 公司业务范围 - 英伟达公司业务涵盖加速计算与人工智能平台、游戏及专业用途的图形处理器、云服务、机器人及嵌入式系统以及汽车技术[2]

文章核心观点 - Jim Cramer评论NVIDIA股票近期因重要客户转向自研芯片而遭受重创[1] 公司业务 - NVIDIA公司业务包括开发加速计算和AI平台、用于游戏和专业用途的GPU、云服务、机器人及嵌入式系统以及汽车技术[2] 市场动态与客户关系 - 重要客户Alphabet据称将大幅增加采用自研芯片而非NVIDIA芯片[1] - 有科技媒体报道Meta愿意从Google购买相同芯片以实现可观的成本节约[1] - 上述消息导致NVIDIA股票表现疲软而Alphabet股票表现强劲[1]