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AMD's Advancing AI event could see customer announcements, more: Jefferies (AMD:NASDAQ)
3+ hour, 32+ min ago (87+ words) Seeking Alpha AMD (AMD) is set to host its Advancing AI event on July 22 in San Francisco, and investment firm Jefferies believes the tech giant could make several notable announcements. “AMD's Advancing AI Event next week should include an increased…...
Only these five chip stocks earn top valuation grade despite sector correction (SMH:NASDAQ)
4+ hour, 34+ min ago (63+ words) Seeking Alpha Jay_Zynism/iStock via Getty Images Semiconductor stocks remained under heavy selling pressure on Friday, with the iShares Semiconductor ETF (SOXX) opening in confirmed bear market territory, underscoring the deep correction that has swept across the sector. Despite the sharp…...
IVE: Value Stocks Hit An All-Time High, Why Investors Should Stick With The Style
1+ day, 1+ hour ago (109+ words) Seeking Alpha - I reiterate a buy rating on iShares S&P 500 Value ETF as it reaches new record highs amid favorable macro data. - IVE benefits from strong technical momentum, diversified sector and size exposure, and modest volatility, with support at…...
Buy The Dip: 3 Top AI Stocks Averaging 52% Forward EPS Growth
1+ day, 7+ hour ago (179+ words) Seeking Alpha - The recent pullback in AI infrastructure stocks has created potential buy-the-dip opportunities. - Despite geopolitical turbulence and valuation concerns, AI-fueled earnings growth continues to bolster markets. - S&P 500 earnings are projected to grow by more than 20% for the second…...
Nvidia CEO dismisses delay reports, says next-gen Rubin AI tech on track (NVDA:NASDAQ)
2+ day, 8+ hour ago (27+ words) Nvidia CEO Jensen Huang says next-gen Vera Rubin AI accelerators are in production and on track despite delay reports—get the latest NVDA supply update now....
US official says H200 chip shipments to China have begun; Reuters names ZTE among licensed buyers
3+ day, 3+ hour ago (66+ words) Seeking Alpha BING-JHEN HONG/iStock Editorial via Getty Images A senior U.S. official told a U.S. House committee Tuesday that Nvidia (NVDA) has begun shipping H200 chips to China and Hong Kong, though the volume so far remains small. Separately, Reuters reported Tuesday…...
Burry says AI hype is starting to look familiar (XT:NASDAQ)
4+ day, 16+ hour ago (70+ words) Michael Burry used a series of historical charts to caution that the artificial intelligence boom could resemble past speculative market episodes. Posting through his "Cassandra Unchained" account,... Michael Burry used a series of historical charts to caution that the artificial…...
Nvidia likely only to sell a small number of GPUs to China, Wells Fargo says (NVDA:NASDAQ)
1+ week, 1+ day ago (61+ words) Seeking Alpha Despite optimism that Nvidia (NVDA) may be allowed to sell some of its GPUs to Chinese customers, Wells Fargo is betting the amount may not be all that much. “With investor sentiment/estimates not reflecting any anticipated H200 sales…...
Nvidia in focus as Citi weighs in on investor concerns (NVDA:NASDAQ)
1+ week, 1+ day ago (80+ words) Seeking Alpha Nvidia (NVDA) was in focus on Thursday as Citi weighed in on recent concerns that have weighed on investors' minds recently. After speaking with Nvidia's investor relations team, Citi analysts said that not only is the company's product…...
Nvidia in focus as Nemotron 3 Ultra AI model surpasses closed models in cost (NVDA:NASDAQ)
1+ week, 2+ day ago (59+ words) Seeking Alpha Nvidia (NVDA) was in focus on Wednesday as the tech giant said its open source Nemotron 3 Ultra AI model has surpassed closed models in cost. Open-source framework Langchain said its Deep Agents harness for Nemotron 3 Ultra was able...