Tag #Nvidia

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cnbc.com

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Dec 23, 22:08

Bank of America Bullish on Semiconductors Despite Predicted Shift in 2025

Bank of America forecasts 15% growth in semiconductor sales to $725 billion in 2025, driven by AI investments and strong memory sales, but predicts a shift in investor interest towards less-crowded sectors in the second half of the year, with China export restrictions posing a short-term risk.

Bank of America Bullish on Semiconductors Despite Predicted Shift in 2025

Bank of America forecasts 15% growth in semiconductor sales to $725 billion in 2025, driven by AI investments and strong memory sales, but predicts a shift in investor interest towards less-crowded sectors in the second half of the year, with China export restrictions posing a short-term risk.

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What are the potential risks and long-term growth prospects for the semiconductor industry beyond 2025?

While AI stocks are expected to peak in the second half of 2025 due to tougher year-over-year comparisons in 2026, Bank of America identifies Lam Research as a key beneficiary of recovering capital expenditures in flash memory equipment. China's export restrictions pose a short-term risk.

cnbc.com

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Dec 17, 01:10

Blue Whale Fund Manager to Discuss AI Market Opportunities and Risks on CNBC

Stephen Yiu, manager of the Blue Whale Growth Fund, which returned 30.7% in 2023, will discuss AI market opportunities and risks on CNBC Pro Talks on December 18th, having previously reduced Microsoft holdings due to profitability concerns.

Blue Whale Fund Manager to Discuss AI Market Opportunities and Risks on CNBC

Stephen Yiu, manager of the Blue Whale Growth Fund, which returned 30.7% in 2023, will discuss AI market opportunities and risks on CNBC Pro Talks on December 18th, having previously reduced Microsoft holdings due to profitability concerns.

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How does Yiu's decision to reduce Microsoft holdings, a major AI player, inform his overall investment strategy and risk assessment in the AI sector?

Yiu's strategic approach, focusing on "high-conviction" portfolios and leveraging global megatrends, has driven substantial returns. His decision to reduce Microsoft holdings due to profitability concerns highlights a risk-averse strategy within the broader AI investment boom. This cautious approach contrasts with the general market enthusiasm, suggesting a more nuanced view of the AI sector's future.

cnbc.com

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Dec 17, 04:10

Dow's Losing Streak Contrasts with Nasdaq High

The Dow Jones Industrial Average suffered its longest losing streak since 2018, while the Nasdaq reached a new high, highlighting market divergence and the strong performance of tech stocks despite Nvidia's correction.

Dow's Losing Streak Contrasts with Nasdaq High

The Dow Jones Industrial Average suffered its longest losing streak since 2018, while the Nasdaq reached a new high, highlighting market divergence and the strong performance of tech stocks despite Nvidia's correction.

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What factors contributed to Nvidia's recent price correction, and how does this relate to broader trends in the semiconductor industry?

While the Dow's decline reflects broader market uncertainty, the Nasdaq's record high indicates strong investor confidence in the technology sector, particularly in the face of Nvidia's recent correction. This divergence suggests a shift in market focus towards specific growth sectors.

cnbc.com

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Dec 12, 22:16

Nvidia Stock: Technical Analysis Suggests Potential Downside

Nvidia (NVDA) stock shows bearish technical indicators despite recent price highs, suggesting a potential decline below $132 support, potentially reaching $114, based on technical analysis.

Nvidia Stock: Technical Analysis Suggests Potential Downside

Nvidia (NVDA) stock shows bearish technical indicators despite recent price highs, suggesting a potential decline below $132 support, potentially reaching $114, based on technical analysis.

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How do volume trends, as measured by the Chaikin Money Flow indicator, corroborate the bearish momentum divergences observed in NVDA?

The weakening momentum in NVDA contrasts with the overall strength of the Magnificent 7. Technical indicators like RSI and PPO show bearish divergences, meaning momentum is weakening even as prices rise. The flat CMF near zero indicates a lack of volume support, suggesting buyers and sellers are in equilibrium.

abcnews.go.com

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Dec 11, 19:12

Supreme Court Allows Class-Action Lawsuit Against Nvidia Over Cryptocurrency Revenue

The Supreme Court refused to hear Nvidia's appeal against a class-action lawsuit claiming the company misled investors about its cryptocurrency revenue, allowing the lawsuit to proceed following a 28% stock price drop after cryptocurrency profitability decreased in 2018 and a $5.5 million SEC settle...

Supreme Court Allows Class-Action Lawsuit Against Nvidia Over Cryptocurrency Revenue

The Supreme Court refused to hear Nvidia's appeal against a class-action lawsuit claiming the company misled investors about its cryptocurrency revenue, allowing the lawsuit to proceed following a 28% stock price drop after cryptocurrency profitability decreased in 2018 and a $5.5 million SEC settle...

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What are the immediate consequences of the Supreme Court's decision to allow the class-action lawsuit against Nvidia to proceed?

The Supreme Court refused to hear Nvidia's appeal to dismiss a class-action lawsuit alleging the company misled investors about its cryptocurrency mining revenue. This decision follows a 28% drop in Nvidia's stock price after a dip in cryptocurrency profitability in 2018 and a $5.5 million SEC fine for failing to disclose cryptomining as a significant revenue source. The case will now proceed.

cnn.com

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Dec 9, 16:11

China Investigates Nvidia Amid Escalating US-China Tech War

China opened an antitrust investigation into Nvidia, the world's largest AI chipmaker, over its 2020 acquisition of Mellanox, escalating the US-China tech war after the US imposed new chip export restrictions to China.

China Investigates Nvidia Amid Escalating US-China Tech War

China opened an antitrust investigation into Nvidia, the world's largest AI chipmaker, over its 2020 acquisition of Mellanox, escalating the US-China tech war after the US imposed new chip export restrictions to China.

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What are the immediate implications of China's antitrust investigation into Nvidia for the global AI industry?

China launched an antitrust investigation into Nvidia, the world's largest AI chipmaker, potentially impacting the global AI landscape. The probe focuses on Nvidia's 2020 acquisition of Mellanox, raising concerns about potential anti-monopoly violations within China. This action follows recent US restrictions on chip sales to China, escalating the tech rivalry.

forbes.com

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Dec 20, 16:13

Nvidia Stock: Potential 50% Decline to $65

Nvidia's stock, currently at around $130, faces potential decline to $65 due to cooling AI training demand, rising competition (AMD, Intel, Amazon), and decreasing profit margins; this is predicated on revenue growth slowing to 10% and P/E multiple shrinking from 44x to 25x.

Nvidia Stock: Potential 50% Decline to $65

Nvidia's stock, currently at around $130, faces potential decline to $65 due to cooling AI training demand, rising competition (AMD, Intel, Amazon), and decreasing profit margins; this is predicated on revenue growth slowing to 10% and P/E multiple shrinking from 44x to 25x.

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What are the key risks that could cause Nvidia's stock price to decline substantially in the near term?

Nvidia's stock price could potentially fall significantly due to several factors: cooling AI training demand, increased competition, and a lower valuation multiple. The company's revenue growth, while currently high, is expected to slow, impacting profitability and investor sentiment.

smh.com.au

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Dec 17, 22:11

US Stocks Dip Slightly Amidst Record Highs, Nvidia Slowdown

US stock indexes fell slightly today, while the Australian market is poised for a small gain; Nvidia's stock declined sharply, contributing to the US downturn; fund managers hold low cash reserves, and the Federal Reserve may pause interest rate cuts based on recent economic data.

US Stocks Dip Slightly Amidst Record Highs, Nvidia Slowdown

US stock indexes fell slightly today, while the Australian market is poised for a small gain; Nvidia's stock declined sharply, contributing to the US downturn; fund managers hold low cash reserves, and the Federal Reserve may pause interest rate cuts based on recent economic data.

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What are the immediate implications of the slight decline in US stock indexes, considering their recent record highs and the context of global market trends?

US stock indexes fell slightly, with the S&P 500 down 0.3 percent, the Dow Jones down 0.5 percent, and the Nasdaq down 0.2 percent. However, these declines are relatively small considering the indexes are near all-time highs. The Australian share market is expected to rise slightly.

cnbc.com

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Dec 13, 10:10

AI Revolution to Favor Smaller Tech Firms: Liontrust

Liontrust Asset Management predicts that smaller technology companies will lead the AI revolution, offering investment opportunities in AI infrastructure firms like Broadcom, Amphenol, and Arista, while Nvidia is poised to become the dominant player, similar to Apple's role in the smartphone era.

AI Revolution to Favor Smaller Tech Firms: Liontrust

Liontrust Asset Management predicts that smaller technology companies will lead the AI revolution, offering investment opportunities in AI infrastructure firms like Broadcom, Amphenol, and Arista, while Nvidia is poised to become the dominant player, similar to Apple's role in the smartphone era.

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What specific investment opportunities exist within the AI sector outside of the established Big Tech companies?

Liontrust Asset Management co-lead fund manager Clare Pleydell-Bouverie predicts that smaller technology companies, not Big Tech, will dominate the AI revolution, creating investment opportunities in AI infrastructure. She highlights the importance of investing in firms providing the necessary silicon chips, semiconductor equipment, and network infrastructure to support the AI boom. This includes companies like Broadcom, Amphenol, and Arista.

europe.chinadaily.com.cn

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Dec 11, 04:10

China Investigates Nvidia for Antitrust Violations

China's market regulator is investigating Nvidia for potential anti-monopoly violations and breaching commitments made during its 2020 acquisition of Mellanox, focusing on Nvidia's halting of GPU supplies to China despite prior agreements, causing a 2 percent drop in Nvidia's shares.

China Investigates Nvidia for Antitrust Violations

China's market regulator is investigating Nvidia for potential anti-monopoly violations and breaching commitments made during its 2020 acquisition of Mellanox, focusing on Nvidia's halting of GPU supplies to China despite prior agreements, causing a 2 percent drop in Nvidia's shares.

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What are the immediate consequences of China's investigation into Nvidia's potential anti-monopoly violations?

China's market regulator launched an investigation into Nvidia on Monday for potential anti-monopoly violations and breaches of commitments made during its 2020 acquisition of Mellanox. Nvidia's shares fell over 2 percent following the news. The investigation focuses on Nvidia's halting of GPU product supplies to China, despite prior commitments to maintain supply.

spanish.china.org.cn

🌐 75% Global Worthiness

Dec 10, 13:11

"China Investigates Nvidia for Antitrust Violations, Stock Dips"

"China's market regulator launched an investigation into Nvidia for potential antitrust violations and reviewed its 2020 acquisition of Mellanox, imposing further restrictions; Nvidia's stock fell 2.4%, and the company has yet to respond."

"China Investigates Nvidia for Antitrust Violations, Stock Dips"

"China's market regulator launched an investigation into Nvidia for potential antitrust violations and reviewed its 2020 acquisition of Mellanox, imposing further restrictions; Nvidia's stock fell 2.4%, and the company has yet to respond."

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"What are the potential long-term effects of this investigation on foreign technology companies' investments and strategies in the Chinese market?"

"This investigation underscores the increasing scrutiny of foreign tech companies operating in China. Nvidia's commitment to the Chinese market, despite this, suggests continued strategic importance of the region. Future impacts may include stricter regulations for foreign tech firms or potential changes to Nvidia's China strategy."

edition.cnn.com

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Dec 9, 16:11

China Investigates Nvidia Amid Escalating US-China Tech War

China opened an antitrust probe into Nvidia, the leading AI chipmaker, over its 2020 acquisition of Mellanox, escalating the US-China tech war following recent US restrictions on chip sales to China.

China Investigates Nvidia Amid Escalating US-China Tech War

China opened an antitrust probe into Nvidia, the leading AI chipmaker, over its 2020 acquisition of Mellanox, escalating the US-China tech war following recent US restrictions on chip sales to China.

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What are the potential long-term global impacts of this escalating tech war?

This escalation marks a significant turning point, potentially impacting global AI development and supply chains. The long-term consequences could include further restrictions, technological decoupling, and a reshaping of the global semiconductor landscape.

Showing 181 to 192 of 211 results