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Nvidia (NVDA): Giverny Capital Asset Management’s cautious optimism on AI and comparisons to the dot-com era
Giverny Capital Asset Management, LLC, an investment management company, recently published its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The portfolio generated ...
Tech giants Nvidia (NVDA) and Tesla (TSLA) stand out as leading technology stocks. TipRanks’ AI Analyst rates both “Outperform,” highlighting Nvidia as the reliable artificial intelligence (AI) ...
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in the Spotlight This Week. On October 30, JPMorgan reiterated the stock as “Overweight,” stating that Nvidia is a beneficiary of “strong AI ...
NVIDIA is the premier AI semiconductor holding, delivering superior risk-adjusted returns and a robust alpha that justifies its premium valuation. NVDA's dominance is underpinned by its high R-squared ...
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best AI stocks to buy according to analysts. NVIDIA Corporation (NASDAQ:NVDA) announced on December 15 that it had purchased AI software company ...
Alpamayo represents a move up the AI value chain. The platform enables vehicles to reason through complex scenarios and explain their decisions. That capability aligns closely with regulatory demands ...
Nvidia stock is a top buy for tech investors, as the company's AI-enabling GPUs are largely powering the AI revolution. Broadcom stock is a top buy, thanks largely to the strong demand for the company ...
The warning came via a series of social media posts just after his firm, Scion Asset Management, revealed over $1 billion in bearish put options against AI-centric stocks Nvidia Corp. (NASDAQ:NVDA) ...
Just a few months ago, analysts and investors were openly questioning Alphabet’s (GOOGL) future, arguing that large language models would cannibalize search and erode its core business. Today, the ...
Twenty-five years after the dot-com boom peaked, its shadow still hangs over markets. Cisco Systems (CSCO) briefly reclaimed its 2000 valuation this week, a reminder of how far investor enthusiasm can ...
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