Benzinga Bulls and Bears: Nvidia, CrowdStrike, Intuit
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
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A former hedge fund manager sees two extremes for Nvidia stock. The stock could double or the AI bubble could burst and hurt shares.
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Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
Read original at benzingaHugging Face’s Microduck robot generated more than $2.6 million in orders within 24 hours, highlighting surging interest in AI robotics.
Read original at benzingaNvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.
Read original at the-motley-foolNvidia's data center business generated $89.0 billion in Q2 FY2027, representing 92.5% of total revenue. Based on current guidance and growth trends, analyst Daniel Sparks predicts the data center division will exceed $100 billion in quarterly revenue by the end of fiscal 2027 in January, with the October quarter having a decent chance of reaching this milestone first. The prediction relies on maintaining current revenue mix and Nvidia meeting its $108 billion guidance for Q3.
Read original at the-motley-fool