NVIDIA $NVDA surpassed the $150 mark today, briefly overtaking $AAPL as the most valuable company in the world, as anticipation builds ahead of Jensen Huang's keynote at CES which will be happening tonight at 9:30PM EST. Key topics of interest include competition with AMD in the AI CPU market, updates on next-generation Rubin GPUs, demand forecasts, and the role of robotics as a major AI theme for 2025. Additionally, reports of Microsoft planning $80 billion in capital expenditures for 2025, up from $45 billion in 2024, highlight sustained AI investment, suggesting continued growth prospects for NVIDIA.
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- Guy·2025-01-08Exciting times! With all this buzz, are you planning to make any trades before the keynote?LikeReport
- glowzi·2025-01-08Wow, what a thrilling milestone! 🚀❤️LikeReport
