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Yahoo
19 minutes ago
- Yahoo
Attention, Nvidia Shareholders: 1 Crucial Thing to Watch in the Second Half
Nvidia, after early headwinds, finished the first half of the year with a gain. The company reached a new milestone in recent days, one that could set the tone for share performance in the second half. 10 stocks we like better than Nvidia › The first half was a bit of a roller coaster ride for Nvidia (NASDAQ: NVDA) shareholders. The stock slid almost 30% from the start of the year to early April amid a variety of concerns -- from the future of artificial intelligence (AI) spending to worries that President Trump's import tariffs would weigh on the economy and corporate earnings. Meanwhile, the company continued to launch its new Blackwell platform and delivered double-digit quarterly revenue growth. The message for future prospects is bright too, with Nvidia speaking of soaring demand in the area of AI inference and launching projects abroad such as the building of AI infrastructure in Abu Dhabi. All of this, along with an easing of international trade tensions, prompted investors to return to growth stocks, and one of their top picks has been Nvidia -- the stock finished the first half with a 17% gain. Now, as we head into the second half of the year, you may be wondering how Nvidia will fare -- here's one crucial element to watch. Nvidia has built an amazing success story over the years, transforming itself from a company that mainly served the video gaming market to one that's at the center of one of today's highest growth industries. The graphic processing unit (GPU) still is integral to video games, but Nvidia -- thanks to sales of GPUs and related products and services -- today generates most of its revenue from AI customers. For example, in the latest quarter, data center revenue made up 88% of total revenue. This AI giant entered the AI market in its earliest days and aggressively built an empire. Today, selling the world's top-performing GPUs, Nvidia dominates the AI chip market and has pledged to update its chips -- and often complete architecture -- on an annual basis. It launched this annual rhythm with the Blackwell architecture and chip in the fourth quarter of last year -- the rollout went smoothly, Nvidia maintained gross margin in its forecast range, and Blackwell delivered $11 billion in revenue during its first quarter of commercialization. That represented a successful start to this fast-paced innovation plan, and this brings me to the point to watch now -- a new milestone for Nvidia -- as the second half begins. Nvidia's next launch is Blackwell Ultra, and it's already started as cloud player CoreWeave just announced the availability of the platform. CoreWeave now is offering customers access to GB300 NVL72, a system that's a step up from the original Blackwell and a leap from the Hopper architecture -- that was the main Nvidia architecture in use before the original Blackwell launch this winter. GB300 NVL72 may provide a fiftyfold jump in output for reasoning model inference compared to Hopper. Now, the point to watch is this Blackwell Ultra rollout, with special attention to demand and whether the process is smooth or not. And once earnings season rolls around, it will be important to look at sales figures as well as gross margin. If this latest update mirrors the Blackwell launch, investors may have something to cheer about -- and we'll have reason to be optimistic about the next chip launches too. Nvidia will have proved its ability to successfully handle frequent chip releases and maintain strong growth and profitability on sales. If there's a glitch along the way or if Nvidia misses a financial goal, then it will be important to dig deeper and examine whether this was just a one-time problem or something that could persist through the next product launches. This is crucial for Nvidia because its market leadership depends on this ability to innovate and successfully roll out a new product. Demand for Blackwell this winter, with it exceeding supply at certain moments, shows us customers are eager to get their hands on the next Nvidia innovation. That's positive, but Nvidia must smoothly deliver on promises in order to keep this momentum going. So far, with the Blackwell launch as a reference point, there's reason to be optimistic. And if Nvidia scores a win with the Blackwell Ultra launch too, the company could see its stock continue to march higher in the second half. 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 $699,558!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $976,677!* Now, it's worth noting Stock Advisor's total average return is 1,060% — 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 . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Attention, Nvidia Shareholders: 1 Crucial Thing to Watch in the Second Half was originally published by The Motley Fool
Android Authority
20 minutes ago
- Android Authority
Narwal Freo Z Ultra robot plummets to a new all-time low price
Jonathan Feist / Android Authority Here at Android Authority, we've been on a quest to test all the worthy robot vacuums available, and we have a list of the best robot vacuums here. The Narwal Freo Z Ultra is the top contender, but that thing is usually really pricey! If you've been looking for a good deal on it, this is the best one we've seen so far. Buy the Narwal Freo Z Ultra for just $849.99 ($650 off) This offer is available from Amazon. That said, it's only available to Amazon Prime subscribers. You can learn all about Prime plans and pricing here. The good news is that new subscribers get a free 30-day trial, so you may not even need to pay to take advantage of this deal, along with this week's Amazon Prime Day offers. Narwal Freo Z Ultra Narwal Freo Z Ultra Powerful suction and nearly-total automation Continuing to innovate, the Narwal Freo Z Ultra adds a large vacuum bag to the self-cleaning base station, heated electrolyzed water, AI smarts, and quieter than ever operation. It sweep, it vacuums, it mops, and it does it all automatically for weeks on end. Now with a baseboard cleaning brush. See price at Amazon Save $650.00 With Prime! While spending nearly $850 on a robot is still quite a hit, this is a fantastic deal if you're looking for an amazing, premium device to clean your floors. The Narwal Freo Z Ultra is usually $1,499.99! As mentioned earlier, this is a record-low price, so the robot vacuum and mop combo has never been cheaper. During our Narwal Freo Z Ultra review, we highly praised this model. It's quite the treat. Let's start with the vacuuming function. This thing has a 12,000Pa suction power. This means it can pick up 99% of all particles on hard floors. The previous-generation Freo X Ultra did amazingly picking up metal marbles with an 8,200Pa suction power, so this one will do even better. Another feature I personally absolutely love is the zero-tangle brush. This will be a blessing for anyone with long hair (such as myself) or pets. It works like a dream, and I've never had to manually pull out hairs from the brush. Jonathan Feist / Android Authority The dual mop pads also do a great job cleaning and making floors shine. This is mainly because the Narwal Freo Z Ultra will keep cleaning until your floors are actually clean. The base can measure how dirty your mopping pads return, and it will continue sending the robot until they come back squeaky clean. The dock will wash and dry the mopping pads, helping avoid funky smells. The dust bag can store debris for up to seven weeks. All things combined make for nearly hands-free maintenance, at least most of the time. According to Narwal, it can handle 120 days of vacuuming operation without human interaction! Jonathan Feist / Android Authority It's also a pretty smart little robot. The dual cameras, triple-laser, and AI enhancements do an incredible job identifying dangers, such as moving pets, cables, toys, and more. In addition, it can identify different types of messes and adjust the cleaning method accordingly. For example, it will know if you spilled ketchup, and take the best course of action based on that information. Again, the Narwal Freo Z Ultra has never been cheaper. This is a really good deal on a very popular robot vacuum and mop combo. You might want to act quickly and secure yours. We've seen hot products go out of stock during Prime Day in the past! Extra deal: For those who really want to save! Narwal Freo Pro Robot Vacuum and Mop Combo Narwal Freo Pro Robot Vacuum and Mop Combo LiDAR and more in a mid-range bot There are not many compromises in the Narwal Freo Pro to help bring the price down. Only a few controls in the base station, manual detergent addition, but still some of the best floor cleaning capabilities we've seen from a robot vacuum. See price at Amazon Save $340.00 The Narwal Freo Z Ultra is amazing, but not all of us feel comfortable spending that much money on it, no matter how discounted it is. If you're on a budget and still want a really nice robot vacuum and mop combo, the Narwal Freo Pro is also at a record-low price right now. Just keep in mind this is also a Prime-exclusive deal. While not as impressive as the premium option above, it is still really good, and will stretch your dollar much further. I mean, it is only $359.99! Most of the features are actually quite similar. The base will wash and dry the mopping pads, which are nearly identical across all Narwal models. This one will also continue cleaning the floors until they are actually clean. While not as precise, the lidar system works very well, and the robot will navigate your home without issues. The main roller and side brushes offer a tangle-free experience. Jonathan Feist / Android Authority This one is surprisingly good for the price! Where are the sacrifices? Well, none are really deal-breakers, at least in my opinion. It has an 8,500Pa suction power, but that is still enough to pick up all common debris. Also, the dock has no physical buttons, but I have never used those on my robot. The one kind of annoying thing is that it doesn't have automatic detergent dispensing. Instead, you have to throw a dissolving tablet into the freshwater bin every time you refill it. I only do this like once a week, so not that big of a deal. I wouldn't mind throwing a tablet in there if I am saving that much on this robot! This is likely the better choice for most people.
Gizmodo
21 minutes ago
- Gizmodo
Apple Reportedly Loses Key AI Mind
Apple has kept a low profile in the artificial intelligence arms race. But now, a major talent loss is raising fresh questions about whether the iPhone maker is falling behind. According to Bloomberg, Meta has hired Ruoming Pang, a high-level engineer who led Apple's foundation models team. Pang, a former Google veteran and key architect behind the large language models (LLMs) powering Apple Intelligence, will now join Meta's elite AI unit focused on building superintelligent systems. His exit is a significant blow for Apple, especially at a time when the company is trying to convince the public and developers that it's serious about generative AI. He was in charge of the team of roughly 100 engineers building the foundational technology behind Apple Intelligence, the suite of AI features recently announced at the company's WWDC event. On his LinkedIn page, Pang described his role as leading the team that develops the foundation models that power Apple Intelligence. Think of foundation models as the base engine for AI. These massive, complex models, also known as Large Language Models (LLMs), are trained on vast amounts of data and can be adapted to perform a wide range of tasks, from summarizing your emails to generating images. Pang's team was responsible for every aspect of these models, from the training framework (AXLearn) and inference optimization (making the AI run efficiently on your device) to its multi-modal capabilities (the ability to understand both text and images). Just last month, Pang celebrated his team's work in a LinkedIn post following Apple's developer conference. 'At WWDC we introduce a new generation of LLMs developed to enhance the Apple Intelligence features,' he wrote. 'I'm very excited about the progress we have made since last year and would like to take this opportunity to thank our team and collaborators. It has been a true privilege to work with you all!' Pang joined Apple in 2021 after a 15 year career at Google. His departure now raises serious questions about Apple's ability to retain top talent as it tries to play catch up in the AI arms race. Meanwhile, Mark Zuckerberg and Meta are not just participating in the talent war; they are its most aggressive combatants. In a relentless push to build what he calls Artificial General Intelligence (AGI), or 'superintelligence'—AI systems that can reason and think at or above human levels—Zuckerberg has been personally courting top researchers from across the industry. Meta is reportedly offering multi million dollar compensation packages to lure talent from rivals, particularly OpenAI. This 'hiring spree' has seen Meta assemble a dream team of AI pioneers, including former GitHub CEO Nat Friedman and Scale AI CEO Alexandr Wang. By convincing Pang to leave Apple, Zuckerberg has shown that no company is safe from his talent raid. The move comes at a vulnerable moment for Apple. The company has faced internal debate over whether to rely on its in house models or strike deeper partnerships with third parties like OpenAI for future versions of Siri. This uncertainty has reportedly impacted morale within the AI division, and Pang's exit could trigger a wider exodus of talent. For Apple, losing the mind behind its core AI models is a critical setback. For Meta, it's another high profile victory in its audacious, high stakes quest to dominate the next era of computing. Apple did not immediately respond to a request for comment.
