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We came across a bullish thesis on NVIDIA Corporation (NVDA) on Kontra Investments Substack. In this article, we will ...
NVIDIA's explosive free cash flow, AI expansion, and strategic initiatives make it a strong investment opportunity. Read an ...
In fiscal 2020, Nvidia's data center platform's revenue was $2.98 billion. It skyrocketed to $115.2 billion in fiscal 2025, ...
The shift from AI training to inferencing, especially for reasoning models, is an opportunity to drive greater GPU demand, ...
Discover how Micron Technology's focus on AI memory solutions and strong analyst endorsements are driving its stock ...
John Porter, Newton Investment Management chief investment officer, recently explained during an interview with CNBC that NVIDIA Corporation (NASDAQ:NVDA) still has growth potential despite “stellar” ...
Nvidia shares are rising in premarket trading Wednesday, a day after it overtook Microsoft to become the world's most valuable company again.
Shares in AI darling CoreWeave surged 25% to a fresh record high on Tuesday, one day after the cloud computing provider and ...
Explore Third Point’s Q1 2025 portfolio shifts, new investments, stake increases, and high-conviction strategies for ...
AI-dification of the economy continues to drive AI cloud infrastructure, but CoreWeave enjoys special attention from Nvidia.
Nvidia stock has rallied 45% since hitting a low in April, adding $1 trillion in market value in about two months.
Nvidia stock was edging lower on Tuesday, although its recent so-so performance hasn’t stopped investment bank Jefferies from ...
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