$NVIDIA(NVDA)$ Come on sellers, just because the market's red doesn't mean you have to overreact like a kid given espresso and a free cat. The caffeine will fade, and you won't keep the cat.
Cloud GPUs are sold out, Blackwell's demand is off the charts, so $NVIDIA(NVDA)$ has pulled back on gaming chip production to ramp up output. $NVIDIA(NVDA)$ isn't complacent and will meet market demand.
It's hard not to admire how $NVIDIA(NVDA)$ holds up even with cooling sentiment. This stock has trained the market not to get too comfortable betting against it.
Analyst reaffirms Buy rating on $Advanced Micro Devices(AMD)$ with $300 price target, representing roughly 40% upside potential. The bullish thesis centers on surging demand for processors driven by AI workloads in data centers, with cloud providers increasingly adopting its product portfolio for AI training and inference workloads.
$Microsoft(MSFT)$ shares witnessed two notable pullbacks, first retreating from the 440 zone to 350 territory amid profitability concerns. The subsequent decline from 550 range to 470 threshold reflected ongoing doubts about earnings potential amidst elevated expenditure.
Analysts are increasingly bullish on $Advanced Micro Devices(AMD)$ amid breakthroughs in AI, with buy ratings stacking up. Market sentiment appears to be catching the festive spirit.
Wall Street's latest darling $Advanced Micro Devices(AMD)$ got fresh endorsement with Buy rating reaffirmed. Analysts see current pullback as golden opportunity, especially with next-gen accelerators coming online. The report forecasts triple-digit growth in datacenter segment, arguing bearish narratives overlook the company's execution capabilities.
$NVIDIA(NVDA)$ 's 31.91B net profit looks nothing like a bubble...more like a precision-engineered cash printer...chart patterns are practically off the grid
$NVIDIA(NVDA)$ Same old playbook we've seen before. Besides that 2008 housing call, track record shows more misses than hits. Capital flight from funds tells the real story
$Advanced Micro Devices(AMD)$ 's AI strategy centers on MI450 accelerators and Helios rack-scale systems built on $Taiwan Semiconductor Manufacturing(TSM)$ 's 2nm process. These solutions target the surging inference workload demand, a sector projected to outpace training requirements. The company forecasts an 80% CAGR for its AI-related revenue over the coming years, with independent models suggesting 62% CAGR through 2030, potentially capturing 10% of the global AI compute market from current levels.