Holding Nvidia as early days of AI infrastructure buildout continue: Pence Capital's Dryden Pence
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40 minutes ago
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CoreWeave Rolls Out Nvidia's Blackwell Ultra Chips
CoreWeave (CRWV, Financials) just scored a major first in the AI arms race; it's now the world's first cloud provider to commercially deploy Nvidia's (NVDA, Financials) newest chip the Blackwell Ultra. The companies shared the news Thursday; investors responded quickly CoreWeave stock popped 6% on the day. Warning! GuruFocus has detected 6 Warning Signs with CRWV. The deployment isn't just a tech win; it's a statement. Dell (DELL, Financials) built the AI systems, which are liquid-cooled and stacked with serious hardware 72 Blackwell Ultra GPUs and 36 Grace CPUs per rack. The systems aren't just fast; they're also made in America assembled and tested in the U.S., Dell said. Blackwell Ultra isn't some incremental upgrade; Nvidia says the chip can generate 50 more AI content than its predecessor. That's not just marketing speak; it's why every AI developer from scrappy startups to trillion-dollar giants is trying to get their hands on it. Nvidia's CFO, Colette Kress, previously said shipments would begin this quarter; CoreWeave, clearly, didn't have to wait. For CoreWeave, this is a big swing and a bigger payoff. The company rents out GPU power to other clouds, AI labs, and researchers; having the latest gear gives it an edge, especially against hyperscale cloud giants like Amazon, Google, and Microsoft. Being small means being nimble; CoreWeave can move faster and that's exactly what it did. The company has always had Nvidia in its corner; Nvidia owns a stake in CoreWeave. Since going public earlier this year, CoreWeave's stock has skyrocketed up 4 from its IPO price; Thursday's move only added to that momentum. Nvidia shares were up modestly about 1%; Dell rose nearly 2%. But CoreWeave stole the spotlight; the announcement shows that cutting-edge AI isn't just about chips it's about who can put them to work first. Watch this space; CoreWeave may have just changed the game. Track Nvidia's insider trades. 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
Yahoo
2 hours ago
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These Artificial Intelligence (AI) Stocks Have Quietly Outperformed the Market All Year
Micron is gaining market share with its latest high-bandwidth memory chips -- designed for AI products. IBM's consulting services are driving its success in the generative AI market. These two companies are excelling in AI without dominating headlines. 10 stocks we like better than International Business Machines › Some artificial intelligence (AI) stocks inspire tons of headlines. You probably know exactly what Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) are doing in the AI space, whether their stocks are doing well or not. And then there's the quiet bunch. I can assure you that IBM (NYSE: IBM) and Micron Technology (NASDAQ: MU) do plenty of AI-related business, and that they stand to benefit from this ongoing boom in generative AI. Their stocks have been outperforming the S&P 500 (SNPINDEX: ^GSPC) in 2025, apart from a couple of short-lived glitches. But how often do you see them mentioned among the top AI stocks to own for the long haul? Not a whole lot, I bet. So let me tell you what these tech veterans are doing to earn consistently market-beating performance this year -- without dominating the press. Micron is not the largest memory-chip maker in the world, but it has an advantage over sector leaders SK Hynix and Samsung (OTC: SSNL.F) right now. The Idaho-based chip maker is first to market with the fourth generation of high bandwidth memory (HBM) -- a key component in the latest and greatest AI accelerator platforms. Samsung and Hynix have their own HBM4 solutions, but Micron is already shipping these chips to its most important customers. AI hardware leader Nvidia (NASDAQ: NVDA) includes Micron's HBM4 memory on its Blackwell family of AI accelerators. Runner-up AMD (NASDAQ: AMD) also selected Micron's top-of-the-line memory for its next two generations of Instinct accelerators. As a result, Micron's market share is growing while Samsung is sliding back. Now, Micron's sales are limited by the company's in-house production capacity, as the HBM chips are sold out for the rest of 2025. That's why Micron has invested $10.2 billion in capital expenses over the last three quarters, up from $5.3 billion in the same year-ago period. These costly chip-factory upgrades will be the foundation of Micron's long-term growth opportunity. So Micron is a leading supplier of AI-grade memory solutions. The stock has gained a market-beating 47% in the first half of 2025. Now you know why. Do you still see IBM as a one-stop shop for corporate computing needs? That would be a mistake. The company refocused on AI, cloud computing, and consulting services long before it was cool. The strategy shift led to many years of disappointing shareholder returns, but the big payoff is finally coming in. And of course, Big Blue's fortunes are built around AI. In the recent first-quarter update, IBM posted an order book of more than $6 billion in the WatsonX generative AI service. That's up from roughly $1 billion in the year-ago quarter. That's a big jump. And here's the fun part -- only 20% of this incoming contract portfolio comes from software licenses. The rest springs from consulting services. This is a unique business advantage. IBM's technical expertise goes far beyond its own software tools. When your company's employees need training on a new technology, or hands-on expertise from IT consultants, you're likely to look at IBM's consulting services. Yes, other tech giants can support their in-house software and services, but they're less likely to offer broad technology support. This isn't a new trend. Before the Fool, two different employers sent me to IBM's training centers around the country to keep me up to date with networking standards and programming tools. That was 20 years ago and nothing has changed -- except IBM's heavier focus on high-value topics such as AI systems and cloud computing. IBM's stock has gained 33% in 2025, and the underlying business results were largely based on consulting services in the AI market. If you knew that five minutes ago, you were already ahead of the game. If not, you just earned an edge on most AI investors. Before you buy stock in International Business Machines, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and International Business Machines wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $722,181!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $968,402!* Now, it's worth noting Stock Advisor's total average return is 1,069% — a market-crushing outperformance compared to 177% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Anders Bylund has positions in International Business Machines, Micron Technology, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, International Business Machines, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. These Artificial Intelligence (AI) Stocks Have Quietly Outperformed the Market All Year was originally published by The Motley Fool
Yahoo
2 hours ago
- Yahoo
Nvidia Just Made History -- And Wall Street's Still Buying
Nvidia (NVDA, Financials) has done it; the company just passed Apple's peak and became the most valuable firm in market history US$3.92 trillion, and counting. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Its chips power the AI boom; its stock powers portfolios. Shares rose another 2.2% Thursday to US$160.60; traders didn't blink they doubled down. Nvidia's climb has been wild; four years ago, it was worth US$500 billion. Today, it's bigger than all listed companies in the UK; bigger than Canada and Mexico's markets combined. And yet it doesn't feel frothy. The stock trades at 32 forward earnings; well below its five-year average. Profits are soaring; estimates keep rising. Microsoft (MSFT, FInancials) is next in line at US$3.7 trillion; Apple (AAPL, Financials) trails at US$3.19 trillion. Nvidia started with gaming; now it runs the AI universe. 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
