You Searched For "upside ai investment" and got 18 results
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2 mins read
Nvidia will surge another 22%, and is still cheap compared to peers despite nearly doubling this year, Goldman Sachs says
Nvidia's increased cadence of new product innovation should help fend off the competition, accordin…
Matthew Fox
1 min read
Nvidia stock hits record high as tech earnings reinforce AI bullishness
Nvidia traded as high as $666 per share on Friday, with the stock buoyed by optimism over AI expres…
Yuheng Zhan
3 mins read
'Reels is outperforming TikTok': Here's what Wall Street expects from Meta's 3rd-quarter earnings
Investors are waiting to see how Meta balances its "year of efficiency" cost cuts with its need to …
Matthew Fox
2 mins read
ChatGPT could be a 'game changer' for Microsoft that turns it into a core AI stock as it mulls a $10 billion investment into OpenAI, Wedbush says
Microsoft could integrate the ChatGPT technology into its Bing search engine, Microsoft Office prod…
Matthew Fox
3 mins read
Wall Street is bullish on Amazon earnings despite uncertainty around consumer spending, rising investment costs
Wall Street analysts are mostly bullish heading into Amazon's earnings report. AWS is a bright spot…
Filip De Mott
2 mins read
JPMorgan calls Amazon and Alphabet its 'top picks' for 2024 in bet that mega-cap tech rally will continue
"We anticipate our coverage universe [internet companies] will broadly re-accelerate revenue growth…
Matthew Fox
2 mins read
Nvidia stock is on track to double in coming years as AI follows the path of past tech bubbles, portfolio manager says
Nvidia has slid in recent weeks as investors question whether its blistering rally can continue. A …
Jennifer Sor
2 mins read
Forget AI: These 3 overlooked areas of the stock market have 'coiled spring' upside, JPMorgan says
JPMorgan expects earnings growth for the non-Magnificent 7 stocks in the S&P 500 to catch up by yea…
Jennifer Sor
2 mins read
Microsoft could soar 22% and will top a $3 trillion valuation as it's best positioned to monetize generative AI, Morgan Stanley says
Microsoft's ability to leverage its $10 billion investment in OpenAI represents a $90 billion incre…
Matthew Fox
2 mins read
These stocks are best-positioned to gain in the next wave of AI investment, Goldman Sachs says
As AI investment has rebounded in recent weeks, Goldman Sachs analysts recommend "platform" stocks …
Kelly Cloonan
1 min read
AI-focused tech giants are entering a 'virtuous cycle' of spending that will see their profits explode, BofA says
"Increased power usage and the physical build-out of data centers will lead to more demand for elec…
Matthew Fox
4 mins read
Microsoft's investment into ChatGPT's creator may be the smartest $1 billion ever spent
If OpenAI's models lives up to their promise, Microsoft has futureproofed its own business for deca…
Hasan Chowdhury
1 min read
Nvidia is the top AI pick and the stock could jump 15% as demand has picked up since the chip maker's blockbuster earnings report, Morgan Stanley says
"While we have been positive since upgrading the stock earlier in the year, we were nowhere near as…
Jason Ma
2 mins read
Mark Zuckerberg thinks AI is Meta's future. Not everyone is convinced.
Meta's plans to keep spending "aggressively" on AI research seems likely to test investors' patienc…
Beatrice Nolan
3 mins read
'AI demand train running at full speed': Here's what Wall Street expects from Nvidia's first-quarter earnings
"With H100 lead times falling and H200 and GB200 products now in the mix, Nvidia has more levers to…
Matthew Fox
2 mins read
'AI advancement driving engagement': Here's how Wall Street is reacting to Meta's 3rd-quarter earnings
"We believe Meta continues to execute well and remains disciplined, and we would be buying the pull…
Matthew Fox
2 mins read
'AI momentum building in Redmond': Here's how Wall Street is reacting to Microsoft's earnings report
"Generative AI is the seminal technological breakthrough of our generation and one that will likely…
Matthew Fox
2 mins read
Goldman says we're still in phase 1 of AI's stock-market takeover. Here's how they expect phases 2 through 4 to play out.
There are many more companies beyond Nvidia that will see their stocks soar on the promise of AI, G…