Why Execution Matters For Nvidia’s (NVDA) Blackwell GPUs To Dominate
Nvidia’s Blackwell GPUs are all the hype currently.
Author Archive - Jabran Kundi
Why Tesla (TSLA) May Need To Stop Selling Cars To Hit $10k Per Share
Wild price targets on Tesla stock aren’t uncommon. But no matter how ridiculous a price target some analysts set, the stock races up to reach it.
Nvidia (NVDA) To Power Cerence’s (CRNC) Transition To Agentic AI Solutions
Cerence Inc., an AI voice technology company that serves the automotive sector, just announced a partnership with Nvidia.
Why Alphabet (GOOG) Is Unfazed By Meta’s (META) Llama 3.3 Launch
META released its latest model of Llama Large Language Model (LLM) and it has forced both Google and Amazon to rethink their LLM strategy.
How Baidu (BIDU) Plans to Turn AI into Revenue Streams
Wall Street has been quite critical of US tech companies spending spree on AI infrastructure.
Why Nvidia (NVDA) Stock Is Rising Today
Nvidia stock was up over 3% by noon today to kick off the first trading day of 2025.
Why Investors May Stop Caring About Tesla’s (TSLA) Delivery Numbers
Tesla stock took a hit today after the company announced lower-than-expected delivery numbers. The EV maker reported 495,570 deliveries against expectations of 506,673.
Blackwell and Robotics Could Continue Driving Nvidia’s (NVDA) Retail Investor Sentiments
Nvidia was the most preferred stock for retail investors in the last year.
Apple Inc.’s (AAPL) Discounts Signal AI Challenges In China
Consumers in China will be able to enjoy as much as $68 off on the latest iPhone models in the country between the 4th and 7th of January, 2025.
Meta’s (META) WhatsApp Pay Secures Unrestricted Access To India’s UPI Market
Meta Platforms, Inc. (NASDAQ:META) just secured a victory in India by having restrictions on the company’s WhatsApp payment service lifted.
Cash Problems Are Threatening D-Wave Quantum’s (QBTS) Tech Potential
D-Wave Systems continues to gain investor attention despite a 1000% return in 2024.
Apple (AAPL) Is On The Cusp Of A Consumer AI Revolution
Apple has been criticized in the past for lagging behind competitors when it comes to AI technology deployment.
Why Nvidia’s (NVDA) China Revenue Is Guaranteed Despite Restrictions
As the US continues to navigate an AI trade war with China, some startling revelations have raised questions about the effectiveness of its semiconductor export controls.
Why Twilio (TWLO) Is Poised For More Upside And Investors Should Take Note
For a stock that has nearly doubled in six months, Twilio stock still has a lot of upside left.
XPeng (XPEV) Accelerates Growth with 6,000 New Hires
Xpeng Inc. (NYSE:XPEV), a Chinese EV maker with just over 13,000 employees, is about to hire 6,000 more in a bid to expand its EV operations across the globe.
Could Microchip Technology (MCHP) See a Short-Term Rally?
Microchip stock is trading at a key support level and has spent most of December testing it, without breaking it.
China And Musk Could Both Contribute To Tesla’s (TSLA) Commercial Deployment of Robotaxis
As the political temperature cools down in the aftermath of Donald Trump's victory, analysts are now starting to evaluate the possible implications.
Is There An End To MicroStrategy’s (MSTR) Bitcoin Madness?
MicroStrategy continues to grow its Bitcoin holdings. Just last week, the company purchased another 2,138 bitcoins, taking its total to an astonishing 446,400 coins.
Nvidia (NVDA) Is The Value Play, Not Broadcom (AVGO)
Broadcom’s one-month rally of over 40% has prompted investors to raise concerns over its valuation. By one metric, the company is valued even higher than Nvidia.
What Ibiden’s AI Struggles Reveal About Nvidia (NVDA) And Co’s Future
Ibiden, a Japanese firm that supplies AI-use substrates to US companies, has announced something strange: Companies are asking it to increase its production and lay its future...
Hesai Group’s (HSAI) LiDAR Delivery Numbers Highlight China’s Autonomy Ambitions
Just one month ago, Hesai Group’s (NASDAQ:HSAI) stock was down 50% for the year. Surprisingly, it is poised to end the year up well over 50%.
Apple (AAPL) Must Rethink Software To Justify $4 Trillion Valuation
Apple Inc. has primarily been a hardware company over the years. From the Mac to the iPods to modern-day iPhones, its innovation is centered around hardware devices.
IonQ Inc.’s (IONQ) Edge Is Its Monetization Strategy
IonQ is one of those quantum computing stocks that have become a multi-bagger in a matter of weeks.
Arista Networks (ANET): Great Growth, Questionable Valuation
Arista Networks has rallied 95% this year on the back of AI success. The company has a solid profitability record and exciting growth prospects.
Super Micro Computer (SMCI), Back To Where It All Started
Super Micro Computer is currently trading just around the $32 mark. Its one-year returns stand at a paltry 10%, nothing to write home about.
ChatGPT Search’s Struggles Prove Alphabet’s (GOOG) Search Engine Superiority
OpenAI faced two outages in December, causing hours-long disruption to its Sora and ChatGPT platforms.
The Marvell (MRVL) Pivot: Why Now Is the Time to Invest
Marvell Technology is being touted as the third largest AI chipmaker after Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO).
Three Ways Nvidia (NVDA) Benefits From The Quantum Computing Revolution
Quantum computing staged a comeback earlier this month when Google announced a new chip called ‘Willow’ on the 9th of December.
Patriot Missile Deal Boosts RTX (RTX), But Can It Keep Up With AI Evolution?
RTX Corporation has just won a $946.4 million contract from the US Army for the Patriot missile system hardware, software, and services.
Northrop Grumman’s (NOC) Stock Needs More Than Share Buybacks To Shine
Northrop Grumman announced a $3 billion share repurchase program just two weeks ago. Its stock price has been going down since then.
HIVE Digital (HIVE) Strengthens AI Capabilities With $30M Nvidia (NVDA) GPU Purchase
HIVE Digital Technologies has announced that it will invest $30 million in Nvidia GPU Clusters for its location in Quebec.
Is Palantir (PLTR) Rewriting The Rules Of Defense Lobbying?
Palantir has been on a contract-winning spree lately.
How Google’s (GOOG) AI Mode Stacks Up Against ChatGPT And Perplexity
Google is reportedly working on enhancing its search engine with the launch of what is being called an ‘AI mode’.
Here’s Why Nvidia (NVDA) Is A Long Game, Longer Than You Think
Nvidia has lately been in the headlines for all the wrong reasons.
MicroStrategy (MSTR) Is Walking A Tightrope By Using Leverage To Buy Bitcoin
In the past few months, there has been a lot of excitement surrounding MicroStrategy, but it is not because of its software.
Don’t Be Fooled: Broadcom (AVGO) Isn’t Nvidia’s (NVDA) Real Competitor
Wall Street is talking up Broadcom as an Nvidia disruptor and one of the reasons for this is the diverging stock performance of these two stocks since the political temperature...
Is Alphabet (GOOG) Taking Aim At Tesla’s (TSLA) Humanoid Robot By Partnering With Apptronik?
The AI-powered humanoid robotics firm, Apptronik, has just announced a partnership with Google DeepMind that will combine the company’s expertise in robotics with the AI capabilities...
Nvidia’s (NVDA) Run:AI Deal Isn’t A ‘Killer Acquisition’, says EU
Nvidia just received good news from Europe as The European Commission approved its acquisition of the Israeli firm Run:ai.
META Platform’s (META) Movie Gen AI Could Change Video Editing Forever, Here’s How
Instagram’s head Adam Mosseri took to Instagram yesterday to boast a new tool that could revolutionize video editing in 2025.
How China’s Growth Fuels Marriott’s (MAR) Long-Term Potential
Marriott International (MAR) tends to stand strong in the wake of global turmoils.
Here’s How Micron’s (MU) Weakness Could Boost Nvidia (NVDA) And Broadcom (AVGO)
Micron’s earnings report this week has again raised questions about the usefulness of the AI spending we are seeing from many tech companies.
Two Overlooked Nvidia (NVDA) Growth Drivers You Need To Know
Blackwell GPUs are about to take the world by storm and no one can stop talking about it.
Apple (AAPL) In Talks With ByteDance and Tencent For Generative AI In China
Apple Inc. is in talks with Tencent Holdings Ltd and ByteDance Ltd over the use of their AI models in products they will sell in China.
Why Nvidia’s (NVDA) Current Dip Is A Buy, With One Big Caveat
The FED-fueled sell-off abruptly halted the tech bull run and has caused investors to rethink their strategies. Nvidia was among the many stocks that took a hit yesterday.
Generative AI Meets Beauty: Ulta’s (ULTA) Bold Bet On Nvidia’s (NVDA) Hairstyling Tech
Ulta Beauty has launched an AI app that lets users use their selfies to show instant and realistic previews of their favorite hairstyles.
DigitalOcean (DOCN) Faces Headwinds As AMD (AMD) Joins Forces With A Rival
DigitalOcean is one of the fastest-growing companies in the cloud space. However, its current problems are increasingly weakening its position.
Why We’re Confident Nvidia’s (NVDA) Mellanox Deal Will Weather China’s Probe
China is cracking down on Nvidia and Mellanox, claiming the chipmaker is not treating Chinese companies fairly, which is what was agreed when China gave the nod for the Mellanox...
Nvidia’s (NVDA) Blackwell GPUs Set For Mid-2025 Ramp-Up, But Don’t Expect Perfect Execution
The Nvidia GB200 rack-mounted AI and HPC servers are set to start mass production in mid-2025, with the highest-volume shipments expected to hit the market in the second and third...
Why Blackwell Is Just The Tip Of Nvidia’s (NVDA) Growth Iceberg
Generative AI first burst onto the scene with the launch of ChatGPT on November 30, 2022.
Oshkosh Corp (OSK): The Under-The-Radar AI Player That Could Surprise At CES 2025
Oshkosh Corporation (OSK) may not be the first company to come to mind when speaking of state-of-the-art Autonomy and AI tech, but as it prepares to appear at the CES 2025 show...
