CICC Starts NVIDIA (NVDA) at Outperform, 'GPU leader well-positioned in AIGC'

UBS highlights key takeaways from NVIDIA (NVDA) CFO's presentation

UBS analysts released a note Wednesday, reacting to NVIDIA (NASDAQ: NVDA) CFO Colette Kress's presentation at an investor conference.

The firm noted that the company's supply ramp comes from many perspectives, with "resiliency and redundancy" key for the future. Generative AI accelerated this and UBS sees Nvidia's work with... More

NVIDIA (NVDA) well positioned with a strong ecosystem - CICC

CICC analysts said in a note Wednesday that NVIDIA (NASDAQ: NVDA) is well-positioned in AIGC with advanced technologies and a strong ecosystem. The firm initiated coverage of the stock with an Outperform rating and a target price of $870.

"In our view, NVIDIA as a... More

NVIDIA (NVDA) PT Raised to $1,000 at CFRA

CFRA analyst Angelo Zino raised the price target on NVIDIA (NASDAQ: NVDA) to $1,000.00 (from $840.00) while maintaining a Buy rating.

The analyst comments "We boost our 12-month target to $1,000 from $840, on a higher revised P/E of 32x our CY 25 EPS view,... More

AMD shares dip on report of U.S. roadblock to sale of China-specific chip

Investing.com -- Shares in Advanced Micro Devices (NASDAQ: AMD) slipped in premarket U.S. trading on Tuesday after Bloomberg News reported that the U.S. government had placed a hurdle in front of the company's effort to sell an artificial intelligence chip designed for the Chinese market.

Citing unnamed people... More

NVIDIA (NVDA) option implied volatility as share price trends higher

NVIDIA (NASDAQ: NVDA) March weekly call option implied volatility is at 49, March is at 45; compared to its 52-week range of 32 to 68 into NVIDIA hosting its flagship GTC 2024 conference at the San Jose Convention Center from March 18-21.

Active options: TSLA NVDA AAPL AMD INTC GOOGL MARA PLTR

Active options: TSLA NVDA AAPL AMD INTC GOOGL MARA PLTR

AMD blocked from selling AI chip geared specifically for China- Bloomberg

Investing.com-- Advanced Micro Devices Inc's (NASDAQ: AMD) attempt to greenlight an artificial intelligence chip geared specifically towards Chinese markets was rejected by U.S. officials, Bloomberg reported on Tuesday.

U.S. officials told AMD that a less powerful chip it had designed specifically... More

AMD (AMD) Hits U.S. Roadblock In Selling Ai Chip Tailored For China - Bloomberg

AMD Hits U.S. Roadblock In Selling Ai Chip Tailored For China - Bloomberg

NVIDIA (NVDA) call put ratio 1.4 calls to 1 put as share price up 3.4%

NVIDIA (NASDAQ: NVDA) March weekly call option implied volatility is at 46, March is at 43; compared to its 52-week range of 32 to 68 into NVIDIA hosting its flagship GTC 2024 conference at the San Jose Convention Center from March 18-21. Call put ratio 1.4 calls to 1 put as share price up 3.4%.

Dow Jones, Nasdaq, S&P 500 weekly preview: Q4 earnings enter final stretch

Investing.com -- The S&P 500 notched yet another record high last week, closing above the 5,100 mark for the first time ever. The Nasdaq Composite index also touched a new all-time high, exceeding its previous peak from 2021. The tech-oriented Nasdaq rose more than 1.1% on the day, surging as high as 16,302, before closing at 16,274. Meanwhile, the Dow Jones Industrial Average added 90.99 points, or 0.23%, to 39,087.38.

As for this week, its another important one in terms of economy-related events, with the Non-Manufacturing Purchasing Managers' Index (PMI), ADP Employment, and non-farm payroll report all set to come out in the coming... More

Wolfe Says to Say Long AI and Big Tech, 'Likely to Work Until Fundamentals Weaken'

Wolfe Says to Say Long AI and Big Tech, 'Likely to Work Until Fundamentals Weaken'

The analyst, Chris Senyek, comments "The Fed didnt pop the TMT Bubble. Rather, the bubble burst when the market started to sniff out an upcoming downturn & tech spending disappointments. We expect the current... More

Active options: NVDA AMD TSLA AAPL META NYCB PLTR MARA

Active options: NVDA AMD TSLA AAPL META NYCB PLTR MARA