Nutanix, Inc. (NASDAQ:NTNX) saw a drop in its stock price following a downgrade from Northland Capmk. Other research analysts have also recently issued reports on the company, with varying price targets and ratings. Insider trading has also been reported, with CEO Rajiv Ramaswami and COO David Sangster selling significant amounts of shares. Institutional investors have … Read more
According to analyst Gil Luria from DA Davidson, Nvidia’s stock may not continue to rise indefinitely. Luria predicts a potential drop of up to 20% in Nvidia shares in the coming years due to anticipated lower demand for Nvidia GPUs and increased competition. While Nvidia recently reported record-breaking revenue of $26 billion in the first … Read more
NVIDIA stock (NASDAQ: NVDA) has shown impressive growth in demand for its data center products driving AI applications, leading Rosenblatt analyst Hans Mosesmann to recommend investors buy the stock. The company’s $1,400 price target for NVIDIA stock remains one of the highest on Wall Street, representing a 34% gain even after a rise following its … Read more
Zacks.com has released the Analyst Blog featuring stocks like Amazon, Microsoft, Alphabet, and Salesforce. Amazon’s cloud computing arm, AWS, is showing strong customer momentum and revenue growth, with partnerships like NinjaTech AI boosting its portfolio. AWS’s Trainium and Inferentia2 chips are driving efficiency and reliability, while new innovations like Amazon Bedrock are enhancing generative AI … Read more
Zacks.com has released a list of stocks featured in the Analyst Blog, including Amazon, Microsoft, Alphabet, and Salesforce. Amazon’s cloud computing arm, Amazon Web Services (AWS), has seen strong customer momentum, leading to a 20.4% increase in Amazon’s shares this year. The recent partnership of NinjaTech AI with AWS showcases the company’s commitment to innovative … Read more
NVIDIA reported strong first-quarter results, exceeding Wall Street’s expectations, and announced a 10-for-1 stock split. KeyBanc Capital Markets equity research analyst John Vinh shared insights on the stock split and the company’s favorable risk-reward profile. He highlighted Nvidia’s earnings potential and attractive valuation relative to its peers. Looking ahead, Nvidia is expected to build on … Read more
Consumer AI is a popular topic currently, with GPUs experiencing high sales numbers. Alongside this, there are discussions about custom silicon at recent industry events. Executive analyst Juan Furrier stated that there has been a significant shift in the world, indicating a platform change and growing visibility of where AI is headed. Furrier mentioned that … Read more
According to a Wall Street analyst, Microsoft’s stock (MSFT) has seen success due to its focus on artificial intelligence (AI). The company has integrated Generative AI tools into its products and services, positioning itself as a leader in the industry. Despite already being the most valuable company in the world, there is belief among investors … Read more
Microsoft introduced Copilot+ PCs at its Build conference, integrating artificial intelligence capabilities into computers. RBC Capital Markets software equity analyst Rishi Jaluria and Macquarie US software and AI research director Frederick Havemeyer discussed the implications of this move on Market Domination. According to Jaluria, AI is becoming ubiquitous as companies seek innovation and efficiency, with … Read more
NVIDIA has released its first quarter earnings report, surpassing expectations in both revenue and profit. Despite this positive performance, DA Davidson CEO Gil Luria believes that investors should be cautious about buying Nvidia stock due to emerging competitive threats in the semiconductor industry. Luria highlights the fact that Nvidia’s own customers are starting to develop … Read more