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Angelo Zino, senior equity analyst at CFRA Research, says AI valuations have ‘corrected themselves’ over the last couple weeks making investors more comfortable. He joins Tim...
Stifel Applied Technologies Analyst, Roy Ruben, explains why Nvidia’s growth outlook is helping calm fears of an AI bubble. He joins Caroline Hyde and Ed Ludlow...
Ayako Yoshioka, portfolio consulting director at Wealth Enhancement Group, says AI-related valuations are reasonable. She discusses how Nvidia’s earnings are being digested by investors with Caroline...
Sands Capital Portfolio Manager Daniel Pilling says Nvidia’s growth is likely still to come from hyperscalers. He speaks with Caroline Hyde on “Bloomberg Tech.” ——– Like...
Selling AI chips to China is like giving a rival access to your research and development lab, says former White House Chief Information Officer Theresa Payton....
Nvidia CEO Jensen Huang and CFO Colette Kress comment on the company’s forecast for the current period and prospects in China. Nvidia said sales will be...
Erin Browne, Managing Director and Portfolio Manager at Pimco, says AI has come under pressure but eyes remain focused on Nvidia earnings to gauge the health...
Janus Henderson Global Technology and Innovation Team Portfolio Manager Denny Fish says while some AI valuations like Palantir’s are speculative, others including Nvidia’s are more comfortable...
Nvidia shared some big announcements ahead of Gamescom 2025, including the ability to stream Steam games on GeForce Now at 90fps and new AI assistants for...
Beth Kindig, I/O Fund lead technology analyst, says the potential chip curbs to prevent China from obtaining US semiconductors is a bullish demand signal for Nvidia....
