Nvidia Corporation ( NVDA ) is a semiconductor and technology leader that designs, develops, and manufactures specialized chips and graphics processing units (GPUs), which are the core of today's computing tasks, and a key technology driving the AI breakthrough.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers b ...

Intel shares have spiked 71% YTD and have far exceeded a wider S&P 500 Index ($SPX) that is up about 12% so far in 2025. INTC stock has ranged from a low of $17.67 to a high of $36.30 in a 52-week window and now is again nearing $36 and is up more than 14% just in the last half-dozen days of trading.Intel is a Santa Clara, California-based global semiconductor leader in a market where its market capitalization is around $150 billion. Central processing units (CPUs) and graphics processing units (GPUs) are a ...

Key Points Advanced Micro Devices is the leader in programmable chips designed for edge devices. AI running on edge devices could unlock a monster growth opportunity for the company's embedded chip business. 10 stocks we like better than Advanced Micro Devices › Graphics processing units (GPUs) are estimated to comprise about half of data center spending. This has propelled the stock of Nvidia to the moon over the past few years. But over the long term, more AI tasks will be processed directly on d ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 8, Forrest Norrod, the executive vice president and general manager of the Data Center Solutions Business Group at Advanced Micro Devices, Inc. (AMD), presented at the Goldman Sachs Communicopia + Technology Conference. Norrod shared that Advanced Micro Devices, Inc. (NASDAQ:AMD) currently holds a 41% share of the server CPU market. He also pointed out that the company wants to grow in the G ...

Key Points Navitas Semiconductor had its initial public offering in October 2021. Its stock price has nearly doubled across 2025's trading. Despite big gains this year, Navitas' stock has seen some rocky trading since its public debut. 10 stocks we like better than Navitas Semiconductor › Navitas Semiconductor (NASDAQ: NVTS) stock has been on an impressive winning streak in 2025, and its price has risen roughly 98% year to date as of this writing. Navitas' stock saw big gains in conjunction with ...

亿万富翁投资者在第二季度增持的AI股票 - 亿万富翁投资者在第二季度增持五只人工智能股票以提升投资组合 [1] Philippe Laffont的持仓动向 - Philippe Laffont管理的Coatue Management增持英伟达34% 持仓占比达5% [3][4] - 增持博通58% 持仓占比达4.3% [4] - 英伟达预测AI基础设施支出将从6000亿美元增长至4万亿美元 [5] - 英伟达凭借CUDA软件平台构建宽护城河 GPU仍将是AI工作负载主要芯片 [5] - 博通通过帮助客户设计定制AI芯片成为重要参与者 定制芯片在特定任务上具更高性能和成本效益 [6] - AI芯片需求激增使英伟达和博通成为长期赢家 [7] Stanley Druckenmiller的持仓选择 - Stanley Druckenmiller增持台积电28% 持仓占比达4.3% [8][9] - 台积电是唯一能大规模制造高良率先进芯片的晶圆代工厂 与所有芯片制造商密切合作并拥有强定价权 [10] - 机器人出租车和量子计算等新兴行业的需求使台积电成为长期赢家 [10] Bill Ackman的投资布局 - Bill Ackman新建亚马逊头寸（持仓占比9%）并增持 Alphabet（持仓占比15%） [11] - 两家公司均为云计算领导者 拥有自研AI芯片可提升性能并降低成本 [12] - 亚马逊在电商业务中应用AI 包括履约中心AI机器人、配送路线优化和供应链管理 同时推动赞助广告业务增长 [13] - Alphabet通过AI Overviews增加搜索查询量 全球推出AI Mode 新功能如Lens和Circle to Search驱动商业意图查询 [14] - 凭借Chrome浏览器、Android操作系统和全球广告网络优势 Alphabet有望从AI中受益 [14] - 两家公司均被视为长期AI赢家 [15]

Hedge fund manager Ken Griffin continued to sell Tesla in the second quarter, but he bought a substantial position in Nvidia.Ken Griffin of Citadel Advisors is the most successful hedge fund manager in U.S. history as measured by net gains. Further, Citadel beat the S&P 500 (^GSPC 0.49%) by 9 percentage points during the last three years, which makes his portfolio a good place for individual investors to find inspiration.Griffin made several noteworthy trades during the second quarter. He sold shares of Tes ...

Just because you missed the start of Nvidia's run doesn't mean you have to miss out on the future.Nvidia (NVDA -1.55%) has been at the top of the list of best artificial intelligence (AI) stocks to buy over the past few years. Anyone who has bought shares at nearly any time since 2023 has made money, but after the incredible run it has been on, it would be logical to think that there isn't much gas left in the tank.However, multiple signs are pointing toward Nvidia's continued dominance -- so much so that s ...

Nvidia Corp. (NASDAQ:NVDA) is one of the best ESG stocks to buy now according to hedge funds. On September 11, Reuters reported that Alibaba Group (NYSE:BABA) and Baidu (NASDAQ:BIDU) have begun training certain AI models on internally designed chips, marking a shift away from complete reliance on Nvidia processors. According to the news portal The Information, Alibaba has been using its own chips for smaller models since early this year, while Baidu is testing its Kunlun P800 chip to train new versions of ...

Nebius has just landed a new contract that could change its fortunes for the better.The stock price for artificial intelligence (AI) infrastructure provider Nebius Group (NBIS -4.57%) is up a stunning 393% in the past year on the back of its outstanding growth that's being driven by the booming demand for AI data center capacity, and it looks like its red-hot rally is here to stay.Nebius stock shot up more than 45% in premarket trading on Sept. 9 after it announced a multiyear, multibillion-dollar deal with ...