#@The_AI_Investor

    9 articles

    Peter Smith Peter Smith Stocks
    1 week ago

    NVDA Stock Rises 3% in Overnight Trading

    Nvidia (NVDA) shares jumped over 3% in overnight trading to $189.08, reflecting strong investor confidence in the company's AI chip dominance and growth trajectory.

    Image source: thetradable.com
    Peter Smith Peter Smith Artificial Intelligence
    1 week ago

    NVDA vs. AMD: DeepSeek Benchmarks Reveal the GPU Performance Gap

    A comparative analysis of GPU performance in AI workloads based on DeepSeek benchmarks.

    Peter Smith Peter Smith Artificial Intelligence
    1 week ago

    OpenAI's $330 Billion Impact on AI Infrastructure

    An analysis of how OpenAI's contracts have created over $330 billion in obligations across major tech companies, representing a third of the total AI ecosystem's remaining performance obligations.

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    Saad Ullah Saad Ullah Stocks
    1 week ago

    NVDA Stock Hits Record High on AI Demand

    Nvidia (NVDA) shares reached an all-time high of $192.06, driven by surging AI chip demand and potential upside from untapped markets.

    Image source: thetradable.com
    Peter Smith Peter Smith Artificial Intelligence
    2 weeks ago

    Citi Raises AI Capex Forecast to $2.8 Trillion by 2029

    Citi Research dramatically increases AI infrastructure spending projections, forecasting $2.8 trillion in hyperscaler capex and $5.5 trillion globally through 2029, signaling an unprecedented investment supercycle.

    Image source: thetradable.com
    Peter Smith Peter Smith Stocks
    4 weeks ago

    OpenAI's Gigawatt Plan Could Make Nvidia a $2 Trillion Beast

    OpenAI's unprecedented factory vision promises 52 gigawatts of AI infrastructure annually, potentially creating a massive windfall for Nvidia shareholders.

    Image source: thetradable.com
    Saad Ullah Saad Ullah Stocks
    1 month ago

    NVDA Stock: Capex Surge Fuels AI Growth

    Barclays projects hyperscaler capex will jump nearly 50% by 2026, creating a massive tailwind for Nvidia as AI infrastructure spending accelerates across major cloud providers.

    Image source: thetradable.com
    Usman Salis Usman Salis Stocks
    1 month ago

    NVDA stock price: Target Upgrades Show Strong Wall Street Confidence

    Wall Street analysts are raising NVIDIA price targets to $195-$235 following another stellar earnings beat, signaling strong institutional confidence in the AI chip leader's growth trajectory.

    Image source: unsplash.com
    Peter Smith Peter Smith Stocks
    2 months ago

    NVDA Price Target: Cantor Fitzgerald Raises Target to $240 on AI Growth

    Cantor Fitzgerald just cranked up their Nvidia price target to $240, banking on the company's next-gen Blackwell chips to fuel another AI-driven surge.

    Image source: unsplash.com
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