Latest news with #DGXCloud
Yahoo
a day ago
- Business
- Yahoo
Veteran analyst offers eye-popping Nvidia, Microsoft stock prediction
Veteran analyst offers eye-popping Nvidia, Microsoft stock prediction originally appeared on TheStreet. In the last six months, AI stocks have been anything but boring. After a few years of massive gains, AI stocks kicked off the year getting slammed as a bubble. Talk of bloated valuations and too much hype had investors wondering if the party was over. 💵💰💰💵 Then in April, President Donald Trump's surprise tariffs crashed the market, pulling down the S&P 500 by nearly 19%. AI bellwether stocks like Nvidia () and Microsoft () tanked, and many felt the AI rally was dead and buried. Yet here we are with the S&P 500 at an all-time high, lifted by a roaring AI comeback driven by chip leaders and cloud giants. Now one of Wall Street's sharpest has AI back at the helm, pointing to two giants ready to win big. In the AI race, Nvidia and Microsoft play different but critical roles in advancing the industry. Nvidia's ubiquitous AI-ready GPUs are the go-to hardware for training and inference. Its latest Blackwell Ultra chips, for instance, promise 1.5 times the punch of earlier models, rolling out even cheaper versions for China to dodge export curbs and grow its reach. Speaking of reach, Nvidia's data-center accelerators handle a whopping 90% of AI workloads the software side, CUDA keeps millions of developers hooked on fine-tuning performance. On top of that, its patented tools like TensorRT and NeMo make deploying models simpler, and DGX Cloud brings on-demand AI clusters to the table. Take CoreWeave, one of Wall Street's biggest stories this year, which shows how anything Nvidia touches turns to gold. Backed by a 7% Nvidia stake, Coreweave stock has built monster AI supercomputers and is up 308% from its IPO earlier this year. Hence, with a powerful full-stack approach, Nvidia remains an inseparable partner in building next-gen AI. More Tech Stock News: Circle's stock price surges after stunning CEO comment Robotaxi rivalry heats up as new cities come online Analyst reboots AMD stock price target on chip update Microsoft, by contrast, is all-in on software and services to layer AI across its ecosystem. Front and center is Microsoft's massive multi-billion-dollar OpenAI partnership, weaving ChatGPT into Azure, Teams, and Office 365. Microsoft's robust cloud service in Azure packs prebuilt and custom models and low-code tools. Similarly, Microsoft 365 Copilot amps up Word and Excel, while the Windows Copilot pushes AI deep into daily work. Together, Nvidia's cutting-edge chips and Microsoft's cloud and tools power the entire AI stack, pushing them ahead of their peers. Wedbush thinks Nvidia and Microsoft could touch $4 trillion in market cap this year and ride the AI wave to $5 trillion by next year. This bold call lands as Nvidia just reclaimed the top spot from Microsoft, hitting new highs. As of yesterday's close, Nvidia's market cap stood at $3.78 trillion, while Microsoft sported a $3.7 trillion market cap. Apple's the other tech giant in the $3 trillion club, and it was once the world's most valuable company. Veteran analyst Dan Ives, in his note, wrote, 'The poster children for the AI Revolution are led by Nvidia and Microsoft, as both are foundational pieces of building on the biggest tech trend we have seen in our 25 years covering tech stocks on the Street.'AI use cases have exploded of late, from cybersecurity and software to chips and robotics. Nvidia CEO Jensen Huang believes robotics will be the next multi-trillion-dollar catalyst after AI. Ives agrees that the ripple effect is huge, that every dollar spent on Nvidia sparks another $8 to $10 across the wider tech world. In crunching the numbers, Microsoft's market cap has slipped 10.8% over the past year, losing about $400 billion. Conversely, Nvidia soared nearly 25%, adding $950 billion from its AI GPU boom. Stretch that to three years, and the gap gets even wider. Microsoft's up a robust 21%, but Nvidia's exploded 472% as it pivoted from gaming chips to the AI driver's seat. Wedbush's $4 trillion call equates to a 5.2% bump from Nvidia's current market cap and an 8.4% jump for Microsoft. Pushing to $5 trillion in 18 months ups the game, with Nvidia potentially rising 31.5% and Microsoft at 35.5%.Veteran analyst offers eye-popping Nvidia, Microsoft stock prediction first appeared on TheStreet on Jun 27, 2025 This story was originally reported by TheStreet on Jun 27, 2025, where it first appeared.
Miami Herald
4 days ago
- Business
- Miami Herald
Veteran analyst drops bold new call on Nvidia stock
You can't talk about artificial intelligence without running into Nvidia (NVDA) . It's wild how a gaming chipmaker is now basically the face that runs the show in AI. Don't miss the move: Subscribe to TheStreet's free daily newsletter From data centers to cloud platforms, and from edge devices to the conversations shaping the future of tech, it's Nvidia all the way. Nvidia's ubiquitous GPUs are at the heart of training large language models (LLMs) and accelerating robotics, dominating the most mission-critical chips on the planet. Trillions in market cap later, Nvidia is still getting the love from Wall Street. Sure, Nvidia stock has wobbled, but a new forecast suggests there's still a ton of firepower ahead. Nvidia has effectively become the engine room of the AI frenzy. Its GPUs run roughly 90% of the world's AI data centers, and tech giants including Amazon, Microsoft, Google, and Meta continue gravitating to its silicon architectures. Moreover, its competitive edge in AI goes beyond chips. Its powerful CUDA platform, for instance, is arguably the backbone of AI software, locking in millions of developers looking to optimize their work for Nvidia chips. On the model side, tools such as TensorRT and NeMo help developers run AI systems easily and efficiently. Also, for businesses looking to avoid building massive infrastructure, Nvidia offers DGX Cloud, fully loaded AI clusters you can rent on demand. Related: Veteran Wall Street firm makes surprise call on tech stocks An AI powerhouse like CoreWeave helps run it, with analysts predicting it could be a $10 billion long-term revenue stream. Hence, this end-to-end stack allows Nvidia to dominate the AI value chain. It's also why hyperscalers shell out a ton of money on their Nvidia budgets, knowing an alternative path would fracture their entire pipeline. So it's no surprise that Nvidia stock has gone parabolic over the past few years. For context, its share price surged from $24 at the end of January 2022 to about $134.27 by December 31, 2024, an astonishing 449% gain. This breakneck surge mirrors the explosive growth of its AI-led data-center business. In the fourth quarter of FY 2022, its data center sales were at $3.3 billion. By Q4 FY 2024, though, it stood at an eye-popping $18.4 billion - a 458% jump in just a couple of years. And as we look ahead, it seems the AI buildout is just getting started. McKinsey sees global AI and data-center investment hitting $5.2 trillion by 2030, on the back of a double-digit bump in AI-ready capacity. In Q1 2025 alone, cloud infrastructure spending hit $90.9 billion, up 21% year-over-year, according to Canalys. Nvidia hogged the spotlight Wednesday after Loop Capital jacked up its price target in a big way. In setting a new Wall Street high for Nvidia, Loop Capital analyst Ananda Baruah raised his price target to $250 from $175. He feels hyperscaler and AI spending could hit $2 trillion by 2028, with Nvidia riding that wave to a $6 trillion market cap. More Tech Stock News: OpenAI's Altman slams Mark Zuckerberg, ignites dramaWall Street rallies behind Marvell Technology stock after blockbuster AI showcaseStruggling EV semiconductor company files for bankruptcy He added that Nvidia owns "critical tech" and has the pricing power to match, as hyperscaler continues to grow over time. Loop Capital's new $250 target is nothing short of extraordinary. When stacked against Wall Street's $172.60 consensus target, that implies a roughly 44% premium, towering even higher than the current "high" estimate of $220. So far this year, Nvidia stock has quietly gained nearly 10%, starting the year in the high $130s and climbing to the low $150s by late June. It has continued to crush expectations in its data-center division, with more than 70% year-over-year growth in Q1, while next-gen chip pre-orders pile up. Add in software momentum, and analysts say there is still plenty of upside remaining in this AI bellwether. Related: Circle stock goes parabolic after Capitol Hill surprise The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Time of India
4 days ago
- Business
- Time of India
Nvidia shares soar to an all-time high; eyes Micron earnings for next cues
Nvidia shares soared to an all-time high of $152.97 on Wednesday, surpassing its previous record close of $149.43 set in January. The 2.6% surge in early trading reflected growing investor confidence in the chipmaker's leadership in the booming artificial intelligence (AI) sector. The rally was partly driven by market anticipation ahead of Micron Technology's quarterly earnings, due after market hours. Micron manufactures high-bandwidth memory (HBM) chips, a key component in Nvidia's advanced AI accelerators. Strong results from Micron are expected to signal continued demand across the AI hardware supply chain, further reinforcing Nvidia's bullish outlook. Beyond hardware, Nvidia's growth is being propelled by its expanding software and cloud services business. Its DGX Cloud platform — which allows organisations to run large-scale AI workloads on Nvidia's infrastructure — has seen adoption across industries such as healthcare, finance, and manufacturing. This marks a strategic shift, positioning Nvidia as not just a chipmaker but a full-stack AI solutions provider. Investor optimism has remained strong since Nvidia's impressive first-quarter earnings in late May, which beat analyst estimates and highlighted robust revenue growth. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Меките и удобни ежедневни обувки улесняват ходенето ZAROTRAVEL® КУПИ СЕГА Undo The company's performance remains resilient despite geopolitical headwinds, including US export restrictions on chip sales to China, once a major market. The focus now turns to Micron's earnings, expected to provide broader insight into the strength and sustainability of the AI hardware boom. Earlier this month, Nvidia briefly became the world's most valuable publicly listed company, overtaking Microsoft. It has been trading market-cap leadership with Microsoft and Apple since mid-2023. The latest surge reestablishes Nvidia's dominance, underscoring its rapid ascent as a key force in the AI revolution. As global demand for AI infrastructure continues to rise, Nvidia's position at the heart of the technology ecosystem appears increasingly unshakable. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now
Yahoo
4 days ago
- Business
- Yahoo
TerraPower's Nuclear Leap and NVIDIA's (NVDA) First Energy Play
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 best AI stocks to buy according to billionaire David Tepper. On June 20, TerraPower—a nuclear energy startup founded by Bill Gates—announced a $650 million funding round to support construction of its first commercial power plant in Wyoming. Backers include existing investors like Gates and HD Hyundai, alongside Nvidia's NVentures, which marked its first step into the energy sector. Though regulatory approvals are still pending, the company expects a green light next year. The new Natrium reactor aims to deliver 345 megawatts of electricity, blending the scale of traditional reactors with the flexibility of emerging small modular designs. What sets Natrium apart is its molten sodium cooling system, enabling continuous operation even when electricity demand is low. Excess heat is stored and later used to meet spikes in demand, helping bridge gaps in solar and wind energy. TerraPower shifted to this design after scrapping an earlier plan and says it can complete a reactor within three years of the concrete pour. However, total costs could hit $4 billion, with the U.S. Department of Energy potentially covering half. Despite the price tag, Natrium could signal a new, more adaptable era for nuclear power. NVIDIA Corporation (NASDAQ:NVDA) is a global leader in computing and AI infrastructure, offering platforms like DRIVE, Jetson, and DGX Cloud for data centers, robotics, and autonomous systems. Its Graphics segment powers gaming and professional visualization with GeForce and RTX GPUs, along with Omniverse for industrial AI, serving industries from entertainment to automotive through a vast network of partners and providers. While we acknowledge the potential of NVDA 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: Goldman Sachs China Stocks: 10 Stocks to Buy and 10 Undervalued Blue Chip Stocks Analysts Recommend for Smart Investing. 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
Economic Times
4 days ago
- Business
- Economic Times
Nvidia stock jumps nearly 3%— breaking January high—can NVDA keep climbing after Micron earnings today?
Reuters Nvidia stock jumps nearly 3% to hit a new record high of $152.97 as AI demand fuels a rally—can NVDA keep going higher after Micron earnings tonight? Here's what investors need to know about Nvidia's next big move. Nvidia stock hits record high—Will it stay there? Nvidia (NVDA) stock opened at a new all-time high on Wednesday, pushing past its previous January record. But what's really fueling this surge—and can it keep the momentum going? Nvidia stock surged more than 2.6% in early Wednesday trading, crossing above its previous record close of $149.43 set back in January. It opened at $149.28 and climbed to a fresh intraday high of $152.97, a clear signal of investor confidence. What's behind this bullish run? Several key catalysts are converging at once. Also Read: US stock market today: Nasdaq jumps, S&P 500 nears record, and Dow climbs — Nvidia surges as Fed cut hopes Middle East truce One major driver behind Nvidia's rally today is anticipation around Micron's (MU) quarterly earnings, expected after the market closes. Why does that matter for Nvidia? Micron produces high-bandwidth memory (HBM) chips—crucial components used in Nvidia's advanced AI accelerators. If Micron posts strong results and outlook, it could be a green light for ongoing AI hardware demand, signaling robust growth for the entire AI supply chain, including Nvidia. Investors are watching closely. A solid Micron report could reinforce the belief that Nvidia's explosive AI growth story still has legs. Yes—and they're becoming more aggressive in their projections. Loop Capital just raised its Nvidia price target from $175 to $250, pointing to what it calls a '$2 trillion AI data center opportunity' by 2028. That level of market expansion could propel Nvidia's market cap toward a staggering $6 trillion, according to analysts. With Nvidia already dominating the AI chip space, analysts believe it's positioned to benefit more than any other tech giant from this next wave of digital infrastructure spending. From a charting perspective, technical analysts are also turning heads. Nvidia is breaking out of a 25-week consolidation pattern, and it's quickly approaching a key buy point at $153.13. If it breaks and holds above that level, it could set off a new leg higher—potentially inviting even more momentum-driven investors to join in. Beyond chips, Nvidia's DGX Cloud service is becoming a powerful growth engine. It enables enterprises to run complex AI workloads through cloud-based Nvidia infrastructure—a service that's gaining popularity in sectors like healthcare, finance, and manufacturing. This cloud push, combined with Nvidia's unmatched lead in AI GPUs, is turning the company into a full-stack AI powerhouse, not just a chipmaker. Yes—despite the hype, a few key risks remain: Valuation concerns : Nvidia's forward P/E ratio is hovering around 45×, which some investors view as frothy. A slowdown in earnings or guidance could prompt sharp pullbacks. : Nvidia's forward P/E ratio is hovering around 45×, which some investors view as frothy. A slowdown in earnings or guidance could prompt sharp pullbacks. Geopolitical tension : With ongoing U.S.–China trade disputes and export restrictions on AI chip sales, Nvidia could face regulatory hurdles that impact its bottom line. : With ongoing U.S.–China trade disputes and export restrictions on AI chip sales, Nvidia could face regulatory hurdles that impact its bottom line. Dependence on the AI cycle: Much of Nvidia's value is tied to AI demand. Any cooling in enterprise AI investment or delays in infrastructure rollout could affect growth expectations. The biggest near-term event is Micron's earnings report, which could set the tone for Nvidia and the broader semiconductor sector. A strong beat could confirm AI-related demand remains white-hot. A miss, however, might trigger sector-wide pullbacks. Also, keep an eye on Nvidia's price movement around the $153.13 breakout level. A strong close above that point could unlock a new bullish chapter. Nvidia is back in record territory, powered by unmatched dominance in AI, bullish analyst projections, and strong technical signals. If Micron delivers tonight—and macro headwinds remain quiet—Nvidia could be on the verge of another breakout. But in a high-valuation, high-expectation environment, even this AI titan needs to keep proving it can deliver. For now, though, Wall Street is clearly betting that Nvidia's AI engine is just getting started. Q1: Why is Nvidia stock at a record high today? Nvidia stock jumped on strong AI demand and hopes for a positive Micron earnings report. Q2: Can Nvidia stock keep rising after Micron's earnings? Yes, if Micron shows strong AI-related growth, it could push Nvidia even higher.
