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Nvidia Blackwell Ultra Lands at CoreWeave in a Game-Changing Move
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Nvidia Nears $4T Valuation, Overtakes Apple in Historic Market Cap Surge
July 4 - Shares of Nvidia (NASDAQ:NVDA) climbed about 2.4% Thursday to $160.98, lifting its market capitalization to roughly $3.92 trillion. That move briefly put Nvidia on track to surpass Apple (NASDAQ:AAPL), which closed at a record $3.915 trillion on Dec. 26, 2024. Microsoft (NASDAQ:MSFT) sits in second place with a market value near $3.65 trillion, while Apple holds about $3.17 trillion. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Nvidia's jump reflects robust demand for its AI?focused chips, which power large language models and other compute?heavy applications. Remarkably, Nvidia now tops the combined value of all publicly listed companies in Canada and Mexico, as well as the total market cap of UK?traded firms, Reuters reported. Analysts warn that Nvidia's rally could face challenges if chip production scales up or geopolitical issues disrupt supply chains. Still, its pricing power and strong order backlog may help sustain investor interest. As Nvidia vies to become the most valuable company ever, market watchers will monitor whether it can maintain this momentum into the second half of 2025. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Mizuho's Top Analyst Sees Strong AI Upside in AMD Through 2025
July 3 - Mizuho Securities' top analyst Vijay Rakesh raised his price target on Advanced Micro Devices (NASDAQ:AMD) to $152 from $135, while maintaining a "Buy" rating. Rakesh pointed to robust AI traction and strong GPU demand as key drivers. He noted that AMD shares have climbed about 14% this year, including a roughly 60% surge over the past three months. Warning! GuruFocus has detected 3 Warning Signs with AMD. For the June quarter, Rakesh forecasts revenue of $7.40 billion but trimmed his EPS estimate to $0.47 from $0.68, slightly below the Street's $0.49. He left his full?year 2025 revenue outlook at $32 billion but cut EPS to $3.90 from $4.02. Looking further ahead, Rakesh lowered his 2026 EPS projection to $5.86 from $6.28, though this remains just above consensus of $5.81. He expects 2027 revenue to tick up modestly and kept EPS at $7.19. Rakesh highlighted the upcoming MI355X AI accelerator ramp in late 2025 as a potential catalyst. He also flagged ongoing software gaps that could limit AMD's ability to rival Nvidia (NVDA). Investors will watch whether AMD can translate AI momentum into sustained earnings growth. Based on the one year price targets offered by 40 analysts, the average target price for Advanced Micro Devices Inc is $132.14 with a high estimate of $200.00 and a low estimate of $95.00. The average target implies a downside of -4.19% from the current price of $137.91. Based on GuruFocus estimates, the estimated GF Value for Advanced Micro Devices Inc in one year is $167.94, suggesting a upside of +21.78% from the current price of $137.91. Gf value is Gurufocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. For deeper insights, visit the forecast page. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
