Intel stock: These are the key investor debates

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NVIDIA (NVDA) Shares Trade up 4% at HOD

October 7, 2024 1:47 PM EDT

NVIDIA (NASDAQ: NVDA) Shares Trade up 4% at HOD

Earlier: NVIDIA (NVDA) Hosting AI Summit in Washington DC, Today is Workshop, Tuesday and Wednesday are Conference Dates... More

Citi on NVIDIA (NVDA): 'we believe AI adoption remains in 3rd/4th innings as enterprise AI demand takes off next with AI agents'

October 7, 2024 12:59 PM EDT

Citi analyst Atif Malik reiterated a Buy rating and $150.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "We have been on the road marketing in Boston/Europe and summarize key investor topics on the stock. While we are bullish on another strong +40% Y/Y cloud data center capex growth next year, we expect the stock to likely remain range bound through CES Jan before Blackwell driven Y/Y sales and gross margin inflection in the Apr-Q. Fundamentally, we believe AI adoption remains in 3rd/4th innings as enterprise AI demand... More

NVIDIA (NVDA) Hosting AI Summit in Washington DC, Today is Workshop, Tuesday and Wednesday are Conference Dates

October 7, 2024 12:56 PM EDT

NVIDIA (NASDAQ: NVDA) Hosting AI Summit in Washington DC, Today is Workshop, Tuesday and Wednesday are Conference Dates.

Can sign up for virtual event for free.Hosted in DC (LINK)Shares up over 3% following Monthly Investor Presentation update Yesterday (LINK) and the current AI Summit in DC... More

Cantor Fitzgerald Reiterates Overweight Rating on AMD (AMD) Ahead of AI Event Oct 10

October 7, 2024 6:33 AM EDT

Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $180.00 price target on AMD (NASDAQ: AMD).

The analyst comments "AMD will host its Advancing AI Event on Thursday, October 10 in San Francisco (webcast link here). During last years Advancing AI event (December 2023), AMD introduced its Instinct MI300 series GPU/APU platform, discussed AI PCs and advances with its ROCm software stack, and outlined its $400B+ AI TAM for 2027 (up from $150B+). We expect this years event to have similar product announcements, with AMD officially launching products for data center CPU... More