To The Moon

As Google’s Gemini $Alphabet(GOOGL)$ $Alphabet(GOOG)$ 3 model gains massive global traction, the market has begun to worry:Could OpenAI fall behind in this round of competition?And could its previously touted “trillion-dollar investment plan” fail to materialize?Affected by these concerns, stocks closely tied to OpenAI tumbled. $Softbank Corp.(SOBKY)$ plunged 10% yesterday and is now 44% off its highs. $NVIDIA(NVDA)$ dropped more than 6% intraday, and $Advanced Micro Devices(AMD)$ fell nearly 9%.Rising alongside Gemini 3 was Google’s TPU — its in-house AI accelerator chip, whic

Just now, $ASML Holding NV(ASML)$ released its Q2 report. The results were good — both revenue and profit exceeded analysts’ expectations:”Data from bloomberg, data as of July 15th 2025However, due to uncertainties brought by the macroeconomic environment and geopolitical factors, management expressed caution about growth next year. In the previous quarter, management had expected both this year and next year to be years of growth.Comparing the two, it’s clear that management’s confidence for next year has declined!As a result, $ASML Holding NV(ASML)$ ’s stock plunged nearly 8% in pre-market trading:Premarket of July 16th 2025Specifically, ASML’s Q2 revenue was €7.69 billion, a year-over-year increase of

Nvidia's upcoming GB300 may introduce key changes in hardware design, potentially setting new standards for AI hardware.According to a research report released by Morgan Stanley analysts Sharon Shih and Howard Kao on January 6th, Nvidia's next-generation AI GPU, the GB300, is expected to feature significant hardware specification changes and is set to begin shipping in 2025 Q4.Blackwell Supply Chain —— Redesigned for GB300With the introduction of the GB300, there will be significant changes in the supply chain and components provided by Nvidia. For the GB200, $NVIDIA(NVDA)$ provided the entire Bianca board (including the Blackwell GPU, Grace CPU, 512GB LPDDR5X, VRM components, all integrated on a single PCB), as well as the switch tray and copper

Analyst @Tiger_James Ooi remain constructive on tech-related stocks and ETFs, such as the Magnificent Seven, SMH ETF $VanEck Semiconductor ETF(SMH)$ , TSMC $Taiwan Semiconductor Manufacturing(TSM)$ , Broadcom $Broadcom(AVGO)$ , Arm $ARM Holdings(ARM)$ , AMD $Advanced Micro Devices(AMD)$ , and $Oracle(ORCL)$ .

By Trevor Jennewine from The Motley Fool $NVIDIA Corp(NVDA)$ was the single best performing stock in the $.SPX(.SPX)$ in 2023, and it ranks as the fourth-best performing member of the index year to date in 2024. Its share price has increased 845% during that period due to strong earnings growth driven by tremendous demand for its graphics processing units (GPUs).Nvidia is once again poised to generate market-beating returns for shareholders in 2025. The most obvious reason is its leadership in artificial intelligence (AI) accelerators, a market where spending is projected to grow at 29% annually through 2030, according to Grand View Research. But there are less obvious factors at play, too.Weekly chartNvi

Wall Street anticipates another strong quarter for $NVIDIA Corp(NVDA)$ as investors’ favorite chipmaker prepares to release its fiscal Q2 2025 results on August 28. The company’s high-end graphics processing chips, which are the benchmark for running generative AI workloads, continue to see robust demand, setting the stage for a solid performance.© Reuters Although there have been reports of a delay in the Blackwell chip, which could cause some near-term volatility in Nvidia’s fundamentals, Nvidia’s management commentary and supply-chain data in the coming weeks may reinforce confidence in the company’s earnings potential for calendar year 2025, according to Goldman Sachs analysts.They believe that the market is likely to overlook any neg

Mizuho Securities strongly recommends $NVIDIA Corp(NVDA)$ : Q2 earnings will be a major catalyst and can rise another 26%.Although Nvidia's stock price has fallen nearly 18% in the past month, according to Mizuho Securities, the stock still has a lot of room to rise, and its upcoming earnings report will be a major catalyst for artificial intelligence stocks.In a recently released report, the bank said that investors should ignore the noise related to the possible delay of Nvidia's next-generation Blackwell chip, and pointed out that the market demand for its GPU chips remains continuous.There is still tight capacity for Taiwan Semiconductor's (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia's H100 and H200 GPUs, analyst Vijay Ra

" $NVIDIA Corp(NVDA)$ is Set and Ready for a Run Up"$50 Trillion Valuation for $NVIDIA Corp(NVDA)$ In 10 Years says James Anderson From $3T to $50T?WATCHLIST JUL 16 2024:$NVIDIA Corp(NVDA)$ TD Cowen Maintains Buy on NVIDIA, Raises Price Target to $165$Advanced Micro Devices(AMD)$ TD Cowen Maintains Buy on Advanced Micro Devices, Raises Price Target to $210$Sirius XM(SIRI)$ Barrington Research Maintains Outperform on Sirius XM Holdings, Maintains $4.75 Price Target

KeyBanc raised its price target on $NVIDIA Corp(NVDA)$ to $180 from $130 and on $Micron Technology(MU)$ to $165 from $160. $Micron Technology(MU)$ 's stock rose in Wednesday's trading session. On Tuesday, Keybanc maintained its overweight rating for the stock and raised its target price from $160 to $165. With the ongoing artificial intelligence boom, Micron's share price has increased by more than 50% so far this year. Micron produces memory chips that support AI server GPUs, which are currently in high demand in data centers and generative AI applications. $Micron Technology(MU)$ 1 year return vs. Other Semiconductor Stocks:

Top global processor suppliers $NVIDIA Corp(NVDA)$ ,$Advanced Micro Devices(AMD)$ , and $Intel(INTC)$ are unveiling their AI chips.Nvidia, AMD, and Intel GPU battleIntel's Latest Release:Following NVIDIA and AMD's AI chip launches on June 3rd and 4th, respectively, Intel also unveiled its new AI chip on June 4th, keeping pace with its competitors.At Computex 2024, Intel CEO Pat Gelsinger announced the Intel Xeon 6 processor with efficient cores, pricing for the Gaudi 2 and Gaudi 3 AI accelerator packages, and the groundbreaking Lunar Lake client processor architecture. The Lunar Lake, set to launch in Q3 2024, will support over 80 new AI PC designs from more than