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NVDA
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Slight Positive
Neutral
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Strong Negative
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Meta Platforms (META) Gains Favor Over Apple as Trade Tariff Risks Trigger Market Caution | MarketWatch | Login to see the signal | |
A tariff-fueled market correction worries this veteran strategist - but he still likes these Big Tech and AI stocksSummaryMarket strategist Lance Roberts warns of a potential 5-6% market correction due to tariffs and overbought conditions, sells AAPL for META citing better AI growth, and encourages cautious profit-taking amid speculative exuberance. |
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Nvidia (NVDA) Soars as Intel’s Shift to 14A Chip Tech Signals Strategic Setback and Continued Losses | Reuters | Login to see the signal | |
Intel's chip contracting plan in spotlight on earnings daySummaryIntel faces declining sales and a sixth consecutive net loss, while Nvidia leads the AI chip market. Intel’s new CEO shifts focus to next-gen chip technology 14A, aiming to compete with TSMC and Sony, despite possible costly writedowns and near-term challenges. |
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NVIDIA (NVDA), Amazon (AMZN), Meta (META) Gain Momentum on AI Growth and Market Expansion | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights NVIDIA, Amazon.com, Meta Platforms, Air T and Crown CraftsSummaryNVIDIA benefits from strong AI-driven demand and automotive collaborations, Amazon grows via Prime and AWS but faces tariff risks, and Meta leverages AI and user growth for expansion while investing heavily in AI development. |
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Nvidia (NVDA) Gains from Trump’s AI Export Rule Rollback Bolstering Chip Sales Expansion | Reuters | Login to see the signal | |
Trump to outline AI priorities amid tech battle with ChinaSummaryThe Trump administration plans to relax AI export restrictions, benefiting Nvidia by enabling broader chip sales abroad. This marks a policy shift from Biden's stricter rules, supporting AI industry growth and potentially boosting Nvidia's market position in the near term. |
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Nvidia (NVDA) Soars Amid Massive AI-Driven Data Center and Chip Investment Boom | Reuters | Login to see the signal | |
AI and gravity-defying US GDP: Mike DolanSummaryNvidia benefits from a massive AI-driven capital expenditure boom, with data center and chip demand fueling economic growth and strong order books, suggesting continued robust performance and expansion in AI infrastructure investment. |
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Nvidia (NVDA) Soars as Intel Struggles with Losses and Shifts to New AI Chip Technology | Reuters | Login to see the signal | |
Intel's chip contracting plan in spotlight on earnings daySummaryIntel struggles with consecutive net losses while Nvidia surges ahead in AI chips. Intel's CEO focuses on new 14A chipmaking technology and asset sales to regain competitiveness. Nvidia leads the booming AI chip market, positioning itself strongly against Intel's ongoing challenges. |
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Nvidia (NVDA) Gains as US Resumes AI Chip Exports Amid Lukewarm EU-China Summit | Reuters | Login to see the signal | |
EU leaders brace for frosty China summit as trade frictions biteSummaryEU-China summit expected to yield minimal progress amid rising trade tensions. China resumes Nvidia AI chip exports, boosting NVDA's market position. EU faces pressure from US tariffs, rare earths disputes, and Ukraine war issues, limiting constructive dialogue and economic cooperation. |
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Nvidia (NVDA) Drives Growth with $110M Investment in AI Startup Reka, Boosting Enterprise AI Potential | GuruFocus | Login to see the signal | |
Nvidia and Snowflake Power Reka AI to Billion-Dollar HeightsSummaryReka AI, backed by Nvidia and Snowflake, raised $110M in Series B, tripling its valuation. The startup focuses on efficient large language models for enterprises, enhancing Nvidia's AI ecosystem integration and signaling strong growth potential in the AI sector. |
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Nvidia (NVDA) Leads $110M Funding in Reka AI as Startup Soars to $1B Valuation Driving Next-Gen AI Growth | GuruFocus | Login to see the signal | |
This Tiny AI Startup Just Hit $1 Billion -- And It's Not Backed by OpenAI or GoogleSummaryAI startup Reka AI achieved a $1B valuation after Nvidia led a $110M funding round. Reka aims to offer efficient large language models independently, expanding rapidly with growing enterprise partnerships, signaling strong AI sector interest and investment beyond Big Tech giants. |
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Nvidia (NVDA) Gains from OpenAI-Oracle AI Data Center Expansion Using Newest GB200 Chips | GuruFocus | Login to see the signal | |
OpenAI's $500B Power Move Just Got Bigger -- Oracle Is Building the BackboneSummaryOpenAI and Oracle jointly expand AI data centers using Nvidia's latest GB200 chips, boosting compute capacity and accelerating infrastructure growth, positioning Nvidia strongly in the AI hardware demand surge. |
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Nvidia (NVDA) Soars 60% in 2025 on AI Demand; Bank of America Dismisses Bubble Concerns | GuruFocus | Login to see the signal | |
Nvidia, Alphabet, SMCI Rally With No Bubble WarningSummaryBank of America states Nvidia's strong AI-driven rally lacks typical bubble volatility, noting solid chip demand is driving a 60% surge in 2025, suggesting a long-term growth trajectory rather than a frothy market environment. |
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NVIDIA (NVDA) Soars on Strong AI-Driven Sales and Major New Collaborations | Zacks | Login to see the signal | |
NVIDIA's Story Keeps Getting BrighterSummaryNVIDIA’s stellar AI chip demand drives strong quarterly results and major collaborations with Eaton and Novo Nordisk, highlighting robust data center sales and promising EPS growth, positioning NVDA for sustained long-term upside amid the ongoing AI boom. |
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NVIDIA (NVDA) Soars on AI GPU Demand; Amazon (AMZN) Cautiously Advances with Prime and AWS; Meta (META) Boosts AI Efforts | Zacks | Login to see the signal | |
Top Research Reports for NVIDIA, Amazon.com & Meta PlatformsSummaryNVIDIA benefits from strong AI-driven GPU demand and partnerships, Amazon leverages Prime and AWS growth despite mixed guidance, and Meta advances with AI integration and user engagement. Supply limits and margin pressures temper NVIDIA's outlook, while Amazon faces tariff-related uncertainties, and Meta prioritizes longer-term AI investments. |
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