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Yahoo
2 days ago
- Yahoo
Nvidia Just Topped a $4 Trillion Market Cap, but a Different Artificial Intelligence (AI) Giant Is Headed to $4.5 Trillion, According to a Certain Wall Street Analyst
Key Points Nvidia has seen its stock soar thanks to incredible demand for its high-end GPUs. Nvidia faces challenges from other GPU makers and custom silicon projects from its biggest customers. This company is an AI leader on two fronts and trades at a reasonable valuation. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has skyrocketed in value over the last three years to become the world's first $4 trillion company. The 10x-plus increase in value from three years ago was fueled by the massive spending on artificial intelligence (AI) infrastructure, of which Nvidia's graphics processing units (GPUs) are a key component. Nvidia's dominance of the AI chip market faces some challenges, though. Competing GPU makers are catching up in price performance, and Nvidia's biggest hyperscale customers are leaning more on their custom silicon designs for generative artificial intelligence (AI) applications. That could weigh on its continued growth. Meanwhile, another AI giant could quickly follow Nvidia into the $4 trillion club and climb to $4.5 trillion within a year, according to analysts at Oppenheimer. And right now, the stock looks even more attractive than Nvidia. Can Nvidia remain the most valuable company in the world? Nvidia has established itself as the clear leader in developing chips for AI training. Its competitive position is bolstered not just by maintaining more advanced technological capabilities than its next-closest competitor, though. It also leans on its proprietary software, CUDA, making it unlikely another chipmaker can supplant its position. That said, some of Nvidia's biggest customers, like Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT), are wary of becoming overly reliant on Nvidia for their AI training hardware needs. Meta, for example, is taking its Meta Training and Inference Accelerator platform and applying it to more and more generative AI applications. The next version of its chip is designed to replace Nvidia chips in AI training for its Llama foundation model. It's already using its own chips in some AI inference cases. Microsoft has similar aspirations for its Maia chips, but recently pushed back the timeline for its next-generation AI training chip to 2026 instead of this year. These types of setbacks have hit other hyperscalers in the past, including Meta, resulting in them putting in massive orders with Nvidia. However, as the big tech companies improve their design processes, they could displace a large portion of their demand for Nvidia's chips over time. For now, Nvidia's position looks well protected. That's especially true after news that the U.S. will reverse its ban on the sale of the throttled-down H20 chips in China. Nvidia wrote down $4.5 billion in inventory last quarter after the policy went in place. As a result, the company should produce strong earnings growth through the rest of the year, fueled by China and the hyperscalers. Still, the stock trades for a premium, approaching 40 times forward earnings estimates. At its current price and long-term hurdles, it might not be able to keep climbing as fast as some of the other big AI companies. The one company that could soon take Nvidia's crown Few companies even come close to the size of Nvidia at this point. There are just 10 companies with a market cap exceeding $1 trillion as of this writing, and just three of them are worth $3 trillion or more, including Nvidia itself. But Microsoft is the next-closest to Nvidia at about $3.8 trillion as of this writing, and it could join the $4 trillion in the near future, according to analysts at Oppenheimer. They put a $600 price target on the stock, implying a market cap of about $4.5 trillion and 19% upside from its price as of July 15. There are a couple of reasons Oppenheimer's analysts are bullish. First, they see acceleration in Microsoft's Azure cloud computing revenue. Azure has become the growth engine at Microsoft, fueled by demand for compute power needed for AI development. Microsoft's stake in OpenAI not only gives it a huge customer for Azure, but it also brings key tools for other AI developers. That's fueled significant growth in demand. And despite spending $80 billion on capital expenditures, mostly going toward building and outfitting new data centers, Microsoft's management says demand continues to outstrip supply. Even so, Azure is growing faster than any of the three big public cloud platforms. The other reason the analysts are bullish on Microsoft is the potential of its Copilot Studio. While they note demand for Microsoft's native AI assistant Copilot for Microsoft 365 is relatively tepid, the demand for its custom AI assistant platform Copilot Studio could produce much better results. That enables Microsoft to increase prices for its enterprise software suite while increasing retention rates. That should produce even more cash for the company to plow back into Azure and its massive capital return program, fueling earnings-per-share growth through higher earnings spread across fewer shares. Shares of Microsoft have grown relatively expensive in their own right, with the stock trading for about 33 times forward earnings. But that's a reasonable multiple to pay for the stock of a company that's leading the AI industry on two fronts with its cloud computing and enterprise software businesses. It's worth noting that Oppenheimer analysts updated their price target for Nvidia following the news that Nvidia expects the U.S. to reverse its ban on exporting chips to China. They now expect it to reach $200 per share, implying a market cap of $4.9 trillion. But for my money, I think Microsoft is the more attractive investment at the current price. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Adam Levy has positions in Meta Platforms and Microsoft. The Motley Fool has positions in and recommends Meta Platforms, 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. Nvidia Just Topped a $4 Trillion Market Cap, but a Different Artificial Intelligence (AI) Giant Is Headed to $4.5 Trillion, According to a Certain Wall Street Analyst was originally published by The Motley Fool
Digital Trends
3 days ago
- Digital Trends
There's one GPU I keep recommending this year, and it's not from Nvidia
As a PC hardware journalist, I've had the chance to test some of the best graphics cards. Those I didn't test, I've still read countless reviews about, as GPUs are my main area of interest. As a result, I'm often asked which GPU to buy for this or that use case, and I always treat those recommendations very seriously. After all, graphics cards are anything but cheap right now. I won't lie to you — this has been a rough year for the GPU market at large, and there aren't many cards that I truly swear by. However, one quite unexpected gem has emerged as the GPU I've recommended the most this year, and it's probably not the one you think. The little GPU that could Without further ado, the GPU that I keep recommending is Intel's Arc B580 — but before I tell you why, let me give you a bit of background first. Recommended Videos Firmly playing from the position of an underdog, Intel followed up its first-gen Arc Alchemist lineup with Battlemage in December 2024, revealing the Arc B580 and the Arc B570 at the same time. And, while the enthusiasts were certainly watching, many gamers were not. Nvidia dominates the GPU market, with AMD trailing behind; meanwhile, Intel doesn't have a large volume of graphics cards, and it also had a rocky launch in the previous generation. Intel had its work cut out for it with the launch of Arc Alchemist, and unfortunately, the lineup was not completely free from issues. Delayed multiple times and riddled with driver problems at launch, Arc Alchemist didn't get to shine bright until later on in the generation. Intel's driver team had done a tremendous job improving Alchemist and making it a reasonable option when compared to its AMD and Nvidia counterparts. It's the uphill climb of Arc Alchemist that made me hesitant about Battlemage, but I still watched with interest — and I was right. Intel absolutely proved that it could release a fantastic product with the Arc B580, and at a mere $250, too. Nvidia's and AMD's counterparts were priced at $300 and up. In our benchmarks, the Arc B580 outclassed Nvidia's RTX 4060 at 1080p, proving to be around 9% faster. This is a fantastic result, but the B580 arrived on the market shortly before Nvidia's RTX 50-series started rolling out at CES 2025. Intel also managed to beat its own last-gen flagship, the Arc A770, at a lower price. Although Intel advertises the B580 as a 1440p graphics card, most gamers who are buying a $250 GPU are in the 1080p bracket. Still, the B580 puts up an impressive fight at 1440p, beating last-gen's Arc A750 by 50% and Nvidia's RTX 4060 by a massive 18%. Of course, both AMD and Nvidia now have newer generations to compete against Intel, but Intel's Arc B580 still has a place in current lineups. There's a reason why Intel is consistently solid, and why I've recommended it to many people this year. Outside of pure performance, the reason lies in VRAM. The VRAM debate never seems to end Intel has a major advantage over Nvidia and AMD cards at the same price point — it offers 12GB of VRAM over a 192-bit memory bus. Meanwhile, no matter if you stick to the previous generation or the current one, you'll find the mainstream bracket littered with cards with 8GB of VRAM across a 128-bit interface. And slowly, gamers are starting to push back. Unlike many journalists, I won't tell you that GPUs with 8GB VRAM are no good at all — I believe that they still have their place in the graphics card market, for now. I personally know many gamers who aren't too tuned into the nitty-gritty of it all and are happy to just have a graphics card that works well enough. Those people won't notice the difference between, say, 40 frames per second (fps) and 50 fps as much as enthusiasts will. But for people like me, who like to dig deep into benchmarks and want to play at high settings, 8GB is starting to feel a little limiting. Still, if you wanted more than 8GB VRAM, you'd have to scale up to the RTX 5070 or the RTX 5060 Ti for Nvidia, or the RX 9060 XT 16GB for AMD in this current generation. All of those are significantly pricier than Intel. Intel's Arc B580 gives you a shocking amount of future-proofing with its robust memory interface. This shows in our 1440p benchmarks, and it'll likely stay the same as time goes on and more and more games call for more VRAM. I suspect that Intel's $250 GPU will stand the test of time. There's only one problem. One major caveat When asked about a cheap, but solid GPU, I consistently convince my friends and colleagues to try out the Arc B580. I've been endlessly impressed with it since launch, and despite the arrival of newer cards from AMD and Nvidia, I still think that the B580 remains a great deal. The caveat? You need to buy it at MSRP, and that can be a problem. When bought at the $250 launch price, Intel's Arc B580 is a steal. But some models sell for well over $350, and at that price bracket, adding an extra $100 completely shifts the performance-per-value aspect of this card. Spending $350 gets you the RTX 5060, but more importantly, adding another $30 currently gets you the AMD Radeon RX 9060 XT, which sports 16GB VRAM and is faster than the Intel Arc B580. At that price point, Intel no longer makes as much sense. I've seen Intel's Arc B580 go for over $400, and at those times, my best piece of advice was to wait for the price to drop. Fortunately, although some models are still drastically overpriced, the Onix Lumi Arc B580 is $270 right now. It's not quite the MSRP, but it's close enough that I can confidently say that it's worth it. If you want a GPU that does the job at 1080p and can work well at 1440p once you tweak the settings a little bit, and you don't want to spend a fortune, don't shy away from Intel. While niche when compared to Nvidia, Intel's graphics division continues doing a good job, and the Arc B580 deserves to be considered when shopping for a mainstream GPU.
Yahoo
3 days ago
- Yahoo
Mizuho Turns Bullish on Broadcom (AVGO) as AI Opportunities Expand in China
Broadcom Inc. (NASDAQ:) is one of the . On July 15, Mizuho analyst Vijay Rakesh raised the price target on the stock to $329.00 (from $315.00) while maintaining an 'Outperform' rating. The affirmation follows the Trump administration announcing that Nvidia and other AI accelerator providers can begin shipping AI GPUs to China. 'Last night, as part of its trade negotiations with China, the Trump administration announced that NVDA, and other AI Accelerator providers, would be allowed to resume AI GPU shipments into China. Key takeaways include: 1) BIG win for NVDA, as it previously noted it expected a $8B top-line hit in JulQ from shipment restrictions, as well as additional tailwinds from an expected Blackwell project designed to meet the US's requirements on shipments into China later this year, 2) AVGO ASIC for ByteDance potentially back on the table, driving potential for upside from current estimates, 3) AMD to resume MI308 shipments to China, and 4) NVDA seeing early benefits as key customers ByteDance and Tencent already applying for H20 shipment licenses. Raising ests/PTs for NVDA/AMD/AVGO to $192/$175/$320 with China's return providing a tailwind as US companies re-enter a ~$50B market. Broadcom is a technology company uniquely positioned in the AI revolution owing to its custom chip offerings and networking assets. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. 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
