#ai-valuation

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from24/7 Wall St.
2 weeks ago

2 High-Quality Tech Stocks in the Bear Bargain Bin

But that doesn't mean you should pass up on a chance to make a big swing on the bigger opportunities that fly through your strike zone. In this piece, we'll look at three great large-cap tech stocks that have already fallen far more than the rest of the market and the Nasdaq 100 and might be spared if they have already "ripped the band-aid off," so to speak.
Business
#nvidia
Artificial intelligence
from24/7 Wall St.
3 weeks ago

JPMorgan Says Michael Burry Is Dead Wrong About AI

JPMorgan projects sustained AI infrastructure revenue growth that could justify heavy capital spending, challenging Michael Burry's bearish bets on AI-related stocks.
US news
from24/7 Wall St.
1 month ago

Here Are Wednesday's Top Wall Street Analyst Research Calls: Amgen, Cloudflare, Shopify, Super Micro Computer, Wingstop and More

Equity markets fell, led by the NASDAQ after Palantir's drop and investor concerns about AI valuations; bond yields plunged amid hopes for Fed rate cuts.
US news
fromFortune
1 month ago

Tech stocks look shaky and the market is 'showing early signs of vulnerability,' JPMorgan analyst says | Fortune

Tech earnings disappointments, geopolitical export threats to China, and retreating retail buying weigh on markets despite analyst assurances about AI fundamentals.
Artificial intelligence
from24/7 Wall St.
2 months ago

NVIDIA's Jensen Huang Sees OpenAI as Next Trillion-Dollar Company-Is He Right?

OpenAI's partnerships with Nvidia and AMD position it to potentially reach a valuation exceeding $1 trillion as AI development accelerates toward AGI.
from24/7 Wall St.
2 months ago

A 2001 Meltdown Would Drop Nasdaq 19,000 Points

On March 10, 2000, the Nasdaq-100 traded at 5,048.62. On October 9, 2002, it had dropped to 1,114, down 78% from its peak. If a decline occurs anywhere near that level, it will be due to several factors combined. The most likely outcome is a huge disappointment in the future of artificial intelligence (AI). Another would be raging inflation caused by tariffs. (This leaves a major war out of the equation.) A drop of the same magnitude would take the Nasdaq down over 19,000 points.
Artificial intelligence
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