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Nvidia, Super Micro Computer, and Sea Ltd: Key Players in the ...
2024-08-17 09:00:08
Tech
Stocks
Artificial Intelligence

Nvidia, Super Micro Computer, and Sea Ltd: Key Players in the AI Market

Nvidia, Super Micro Computer, and Sea Ltd have seen stock price jumps as investors anticipate strong AI-related earnings and growth. Sea Ltd hires AI executive and focuses on AI applications in e-commerce and gaming.

The market rose on signs of slowing inflation, allowing the Federal Reserve to potentially lower interest rates. However, consumer spending has slowed and the long-term AI business model remains uncertain.

Nvidia faces challenges with major investors reducing holdings and questions about hyperscaler AI spending. IBM is seen as a better AI stock to invest in due to its attractive valuation ratios.

Microsoft's AI ambitions require significant spending increases. Super Micro Computer's stock saw significant volatility but closed out Fiscal 2024 with soaring sales and promising guidance.

The company is committed to becoming the world's largest IT infrastructure company. Super Micro's stock split and Nvidia's upcoming earnings report can fuel more momentum.

Nvidia's portfolio had mixed performance in Q2, with gains in SoundHound AI, Arm, and Serve Robotics, but a decline in Recursion Pharmaceuticals.

Related news on that topic:

Market Highlights: Nvidia, Trump Media, Warren Buffett, and More

Nvidia's stock sees a surge while Trump Media shares decline. Warren Buffett sells Apple shares as Starbucks welcomes a new CEO. Bank of America predicts no recession amidst strong retail sales and job market. Victoria's Secret and Home Depot witness changes. Stanley Druckenmiller predicts Nvidia's rally and sets new targets. Alibaba and JD.com stocks rise as Applied Materials and Amcor face setbacks. Market reacts positively to economic data with notable movements in tech and retail sector.

Nvidia's Strong Q2 Performance and Future Challenges

Nvidia is expected to exceed Q2 expectations by nearly $1B, despite the delayed Blackwell chip launch impacting major clients like Meta and Google. The demand for the Hopper chip is robust, aiding in bridging the gap caused by the delay. The company's stock has impressively doubled YTD, outperforming the S&P 500, and is still considered a Strong Buy on Wall Street. However, amidst these successes, AMD emerges as a strong competitor, benefiting from Intel's struggles and advancements in data center business. Nvidia faces fierce competition in the AI market, risking a significant stock price drop in the next two years if the AI bubble bursts. Investors are advised to tread carefully as challenging times lie ahead for Nvidia amidst increasing competitive pressures.

The press radar on this topic:

The Street
18. August 2024 um 12:05

Big names exit Nvidia in Q2 as AI giant stumbles ahead of earnings TheStreet Daily Newsletter

Technology
Finance
Economy
Nvidia shares dip as major investors reduce holdings; AI chipmaker faces Blackwell processor delays and questions about hyperscaler AI spending. Nvidia CEO Huang touts Blackwell as potentially "most successful" product. Nvidia's data-center revenue predicted to reach $150 billion next year; hyperscalers to spend $500 billion on infrastructure. S&P Global forecasts AI spending to grow over 20% and reach 14% of IT spending by 2028. Nvidia expected to report 137% profit growth and $28.55 billion..
The Street
20. August 2024 um 12:05

Analyst revisits Microsoft stock price target amid AI spending ramp TheStreet Daily Newsletter

Finance
Technology
Microsoft has been the second-worst performer of the so-called Magnificent 7 stocks so far this year. CEO Satya Nadella's AI ambitions for Microsoft will require significant spending increases over the coming years, as the company needs to invest ahead of demand, including in long-life assets such as land and buildings.
fool
16. August 2024 um 19:31

Nvidia, Super Micro Computer, and Sea Ltd Led the Market Higher This Week

Technology
Finance
Economy
Nvidia, Super Micro Computer, and Sea Ltd, major AI players, saw stock price jumps this week as investors anticipate strong AI-related earnings and growth, with Sea Ltd hiring a Salesforce AI executive and Stanford professor to its board and focusing on AI applications in e-commerce and gaming. The broader market also rose on signs of slowing inflation, potentially allowing the Federal Reserve to lower interest rates. However, the author cautions that consumer spending has slowed and the long-..
Yahoo Finance
16. August 2024 um 22:36

These Stocks in Nvidia's Portfolio Took a Hit in the Second Quarter

Finance
Technology
Nvidia's Arm stake worth over $320M. Serve Robotics shares lost ~50% from IPO, but announced Shake Shack partnership, boosting shares. Most Nvidia holdings gained YTD, with SoundHound AI doubling, Arm surging 73%, and Serve Robotics nearly tripling from IPO, though Recursion Pharmaceuticals fell 32%. S&P 500 rose 16.5%.
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