Veteran analyst offers eye-popping Nvidia, Microsoft stock prediction
Veteran analyst offers eye-popping Nvidia, Microsoft stock prediction originally appeared on TheStreet.
In the last six months, AI stocks have been anything but boring.
After a few years of massive gains, AI stocks kicked off the year getting slammed as a bubble. Talk of bloated valuations and too much hype had investors wondering if the party was over.
💵💰💰💵
Then in April, President Donald Trump's surprise tariffs crashed the market, pulling down the S&P 500 by nearly 19%.
AI bellwether stocks like Nvidia () and Microsoft () tanked, and many felt the AI rally was dead and buried.
Yet here we are with the S&P 500 at an all-time high, lifted by a roaring AI comeback driven by chip leaders and cloud giants.
Now one of Wall Street's sharpest has AI back at the helm, pointing to two giants ready to win big.
In the AI race, Nvidia and Microsoft play different but critical roles in advancing the industry.
Nvidia's ubiquitous AI-ready GPUs are the go-to hardware for training and inference.
Its latest Blackwell Ultra chips, for instance, promise 1.5 times the punch of earlier models, rolling out even cheaper versions for China to dodge export curbs and grow its reach.
Speaking of reach, Nvidia's data-center accelerators handle a whopping 90% of AI workloads globally.On the software side, CUDA keeps millions of developers hooked on fine-tuning performance. On top of that, its patented tools like TensorRT and NeMo make deploying models simpler, and DGX Cloud brings on-demand AI clusters to the table.
Take CoreWeave, one of Wall Street's biggest stories this year, which shows how anything Nvidia touches turns to gold. Backed by a 7% Nvidia stake, Coreweave stock has built monster AI supercomputers and is up 308% from its IPO earlier this year.
Hence, with a powerful full-stack approach, Nvidia remains an inseparable partner in building next-gen AI.
More Tech Stock News:
Circle's stock price surges after stunning CEO comment
Robotaxi rivalry heats up as new cities come online
Analyst reboots AMD stock price target on chip update
Microsoft, by contrast, is all-in on software and services to layer AI across its ecosystem.
Front and center is Microsoft's massive multi-billion-dollar OpenAI partnership, weaving ChatGPT into Azure, Teams, and Office 365. Microsoft's robust cloud service in Azure packs prebuilt and custom models and low-code tools.
Similarly, Microsoft 365 Copilot amps up Word and Excel, while the Windows Copilot pushes AI deep into daily work.
Together, Nvidia's cutting-edge chips and Microsoft's cloud and tools power the entire AI stack, pushing them ahead of their peers.
Wedbush thinks Nvidia and Microsoft could touch $4 trillion in market cap this year and ride the AI wave to $5 trillion by next year.
This bold call lands as Nvidia just reclaimed the top spot from Microsoft, hitting new highs. As of yesterday's close, Nvidia's market cap stood at $3.78 trillion, while Microsoft sported a $3.7 trillion market cap.
Apple's the other tech giant in the $3 trillion club, and it was once the world's most valuable company.
Veteran analyst Dan Ives, in his note, wrote,
'The poster children for the AI Revolution are led by Nvidia and Microsoft, as both are foundational pieces of building on the biggest tech trend we have seen in our 25 years covering tech stocks on the Street.'AI use cases have exploded of late, from cybersecurity and software to chips and robotics. Nvidia CEO Jensen Huang believes robotics will be the next multi-trillion-dollar catalyst after AI.
Ives agrees that the ripple effect is huge, that every dollar spent on Nvidia sparks another $8 to $10 across the wider tech world.
In crunching the numbers, Microsoft's market cap has slipped 10.8% over the past year, losing about $400 billion. Conversely, Nvidia soared nearly 25%, adding $950 billion from its AI GPU boom.
Stretch that to three years, and the gap gets even wider. Microsoft's up a robust 21%, but Nvidia's exploded 472% as it pivoted from gaming chips to the AI driver's seat.
Wedbush's $4 trillion call equates to a 5.2% bump from Nvidia's current market cap and an 8.4% jump for Microsoft.
Pushing to $5 trillion in 18 months ups the game, with Nvidia potentially rising 31.5% and Microsoft at 35.5%.Veteran analyst offers eye-popping Nvidia, Microsoft stock prediction first appeared on TheStreet on Jun 27, 2025
This story was originally reported by TheStreet on Jun 27, 2025, where it first appeared.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
CBS News
35 minutes ago
- CBS News
Bay Area food banks warn Trump's "big, beautiful bill" would slash federal SNAP funding
With GOP lawmakers looking at a July Fourth deadline to pass President Trump's "big, beautiful bill," the leaders of five major food banks in the Bay Area are urging lawmakers to reconsider a provision of it that would impact the Supplemental Nutrition Assistance Program (SNAP) benefits. "The cuts that are on the table in Congress are the greatest rollback in food assistance that we have seen in modern U.S. history," said Leslie Bacho, CEO of Second Harvest of Silicon Valley. The proposed bill would slash billions of dollars of federal funding for SNAP and shift much of the financial responsibility to individual states. Congressional Republicans who support the cuts say this will help eliminate waste, fraud, and abuse within SNAP. But in a letter addressed to lawmakers, 23 governors warned this will result in states dramatically reducing access to critical food assistance for those who need it most. "These cuts are being rushed through. They're being jammed through. This is not the usual order of business. This is happening swiftly, and it is cruel," said Tanis Crosby, Executive Director of the San Francisco-Marin Food Bank. "Our federal government is creating a crisis," said Caitlin Sly, CEO of the Food Bank of Contra Costa and Solano. "It will mean that in our community, there is clear and present danger for 175,000 households in this Bay Area to lose SNAP benefits," Crosby said. "One in four children in California rely on SNAP. SNAP is not just a safety net. It is a foundation for stability and most importantly, for dignity," Sly said. Aside from children, the leaders of the food banks say SNAP helps feed seniors on fixed incomes, people with disabilities, and families struggling to get by. "SNAP is the single-most effective anti-poverty tool that we have in this country, and it works," Crosby said. People who lose access to SNAP benefits would likely turn to food banks, currently trying to do more with less as they cater to a historic need. "All of our elected officials right now have the opportunity to speak out, raise awareness, and prevent these harmful cuts from impacting the most vulnerable in our community," Sly said. The bill is not a done deal yet, but President Trump continues to push GOP lawmakers to have it on his desk by Independence Day.
Yahoo
36 minutes ago
- Yahoo
Nautilus Biotechnology Leads The Pack In Our Top 3 Penny Stocks
Over the last 7 days, the United States market has risen by 2.7%, and over the past year, it is up by 13%, with earnings expected to grow annually by 15% in the coming years. In light of these conditions, investors might find value in penny stocks—typically smaller or newer companies—that can offer growth opportunities when backed by strong financial health. Though considered a niche area today, penny stocks remain relevant for those seeking potential hidden value and long-term gains; here we explore three such stocks that combine balance sheet resilience with promising prospects. Name Share Price Market Cap Financial Health Rating Waterdrop (WDH) $1.35 $488.24M ★★★★★★ WM Technology (MAPS) $0.9265 $148M ★★★★★★ Tuniu (TOUR) $0.9326 $95.14M ★★★★★★ Safe Bulkers (SB) $3.66 $376.5M ★★★★☆☆ Golden Growers Cooperative (GGRO.U) $5.00 $77.45M ★★★★★★ Flexible Solutions International (FSI) $4.50 $55.08M ★★★★★★ BAB (BABB) $0.8339 $6.1M ★★★★★★ Lifetime Brands (LCUT) $3.77 $86.97M ★★★★★☆ Marine Petroleum Trust (MARP.S) $4.43 $8.76M ★★★★★☆ TETRA Technologies (TTI) $3.46 $441.8M ★★★★☆☆ Click here to see the full list of 449 stocks from our US Penny Stocks screener. Underneath we present a selection of stocks filtered out by our screen. Simply Wall St Financial Health Rating: ★★★★★★ Overview: Nautilus Biotechnology, Inc. is a development stage life sciences company focused on creating a platform technology to quantify and unlock the complexity of the proteome, with a market cap of approximately $100.09 million. Operations: Nautilus Biotechnology has not reported any revenue segments. Market Cap: $100.09M Nautilus Biotechnology, with a market cap of US$100.09 million, is a pre-revenue life sciences company facing challenges typical of penny stocks. It recently received notice from Nasdaq for not meeting the minimum bid price requirement but has until October 28, 2025, to regain compliance. Despite being debt-free and having short-term assets exceeding liabilities significantly (US$141.6 million vs. US$33.3 million), the company remains unprofitable with losses increasing at an annual rate of 20.5% over five years and no profitability forecast in the near term. Revenue is expected to grow substantially, yet earnings are projected to decline by 8.5% annually over three years. Jump into the full analysis health report here for a deeper understanding of Nautilus Biotechnology. Assess Nautilus Biotechnology's future earnings estimates with our detailed growth reports. Simply Wall St Financial Health Rating: ★★★★★☆ Overview: BARK, Inc. is a dog-centric company offering products, services, and content for dogs with a market cap of approximately $144.50 million. Operations: The company's revenue is derived from two primary segments: Commerce, which generated $68.35 million, and Direct to Consumer, contributing $415.84 million. Market Cap: $144.5M BARK, Inc., with a market cap of US$144.50 million, is navigating the challenges typical of penny stocks with a focus on dog-centric products and services. Despite being unprofitable and not expected to achieve profitability in the next three years, BARK has shown financial improvements; its short-term assets exceed both short-term and long-term liabilities significantly. Recent earnings revealed a slight decline in sales to US$484.18 million for the year ended March 31, 2025, while losses have narrowed compared to the previous year. The company anticipates lower first-quarter revenue due to reduced marketing efforts amid uncertain macro conditions. Click here and access our complete financial health analysis report to understand the dynamics of BARK. Learn about BARK's future growth trajectory here. Simply Wall St Financial Health Rating: ★★★★★☆ Overview: Seritage Growth Properties is a company focused on the ownership, development, redevelopment, management, sale and leasing of diversified retail and mixed-use properties across the United States with a market cap of approximately $165.59 million. Operations: The company's revenue segment primarily involves real estate properties, which generated -$3.41 million. Market Cap: $165.59M Seritage Growth Properties, with a market cap of US$165.59 million, is navigating the complexities of penny stocks in the real estate sector. Despite ongoing unprofitability and declining earnings over five years, its short-term assets of US$123.1 million exceed short-term liabilities significantly but fall short against long-term liabilities of US$240 million. The company has reduced its debt substantially from 157.9% to 62.8% over five years and recently made a voluntary prepayment on its term loan facility, reducing annual interest expenses by approximately US$99.4 million since December 2021 while pursuing a strategic Plan of Sale reducing its portfolio to 15 assets from approximately 160 since March 2022. Click to explore a detailed breakdown of our findings in Seritage Growth Properties' financial health report. Review our historical performance report to gain insights into Seritage Growth Properties' track record. Investigate our full lineup of 449 US Penny Stocks right here. Interested In Other Possibilities? Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NAUT BARK and SRG. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Erreur lors de la récupération des données Connectez-vous pour accéder à votre portefeuille Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données
Motor 1
41 minutes ago
- Motor 1
‘Dollar Tree Has Adapters:' Hyundai Sonata Driver Demands Answers After Noticing New Charging Port
What started as a simple attempt to charge her device turned into a viral moment about how quickly technology can (and will) leave some people behind. But the majority of commenters could not relate to this woman's struggle, instead berating her for not keeping up with the times. While the internet thinks she's slow to the game, there are plenty of people in the same boat as her, because when you're not chronically online, it can feel like the rules of tech are changing overnight. Here's what the woman had to say about the situation. Woman Calls Out Hyundai for Changing Charging Ports In a trending TikTok with more than 17,000 views, content creator Alysia (@alysiadestinie) was surprised to find out she was behind the times tech-wise, and she's not happy about it. 'I have a question for Hyundai. When did the USB-C one become the main [port]? Why can't I plug in my charger?' Alysia said about her USB charger. In the clip, viewers can see that she has the kind of charger with a USB-C connector on one end and a traditional USB-A connector on the other. She was frustrated that her car had two USB-C ports instead of accommodating people like her who need at least one USB-A port. 'USB-C taking over the world,' she writes in the on-screen caption. What's Up With the USB-C Takeover? After a long holdout from Apple, USB-C has become the new standard for charging and connecting devices, PCMag reports . It used to be that each of your gadgets had the potential to have a different cable. Android phones had the micro-USB while Apple famously clung to its proprietary connector, and your camera, for example, may have had its own cable. The lack of standardization was a pain. Your phone could be dying, and your friend pulls out a charger to help you, only to find out you don't have the same ports. You have a pile of cords in a junk drawer, but none of them are what you need. More Trending Stories 'Big Gap Here:' Man Buys Hyundai Elantra. Then He Realizes Newer Models All Have This Design Flaw That Leads To Rust Hyundai Is Building a Real Pickup Truck That's why the USB-C was introduced as an industry standard for transmitting both data and power. It was developed and championed by the USB Implementers Forum (USB-IF) , which has more than 700 member companies, including giants like Apple, Dell, HP, Microsoft, and Samsung. Now, several governments, both local and national, like the European Union, India, and the state of California, require new devices to support USB-C, according to PCMag. Why Won't Alysia Just Get a New Charger? 'Today I learned that I am dumb and broke,' Alysia said in a follow-up video in reference to the many rude comments she got on her video about not knowing about USB-C. 'I'm behind on the times, though, because I do not buy the latest and greatest technology,' Alysia said. Alysia explained that she had an iPhone 8 for several years, switched to an 11 only because her mom had gifted it to her, and recently upgraded to a 13 out of necessity because her phone had been stolen. So, she's always several years behind on the latest technology. 'I use my phone until I can no longer use my phone,' Alysia said. On top of that, she still uses the laptop she bought in 2019 for $400. Despite it starting to fall apart, Alysia said she won't get a new one until it's absolutely necessary. 'I grew up with a single mom, and I grew up with a grandfather who went through the Great Depression … and so we were taught that you use things until you literally cannot use them anymore,' she shared. Commenters React 'Change hurts but usb c is so much better,' a top comment read. 'Your car is new and your charger is old,' a second person stated plainly. 'Because the new 30 to 50k car should come with modern ports. Your old 10 dollar cable isn't the concern, go buy a new 10 dollar cable,' another wrote. 'Gal we fought for usb c.. let's deal with universal thing. I don't want million chargers for million things,' a commenter pointed out. Motor1 reached out to Alysia for comment via TikTok direct message and comment. More on Hyundai No Company Has More Range Than Hyundai. These Cars Are Proof Hyundai Elantra N Sales Are Up Nearly 300 Percent This Year Share this Story Facebook X LinkedIn Flipboard Reddit WhatsApp E-Mail Got a tip for us? Email: tips@ Join the conversation ( )
