Cramer's Lightning Round: Let Lam Research come in
Lam Research: "...Let it come in and then do some buying."
BitMine Immersion Technologies: "We don't play that game. If you want to own that kind of stuff, just go buy some Bitcoin."
Core Scientific: "I think Core Scientific's kind of happened already...I did like it very much though."
Lincoln Educational Services: "It's a pretty expensive stock...We got to wait to have it come in."
Click here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest smarter.Disclaimer The CNBC Investing Club holds shares of Nvidia.
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Yahoo
2 hours ago
- Yahoo
I think Nvidia stock is now either very expensive
Sometimes, a really interesting opportunity comes along in the stock market. Take Nvidia (NASDAQ: NVDA) as an example. Having soared 1,576% in five years and recently become the first $4trn listed company ever, I would hardly say Nvidia stock is flying under investors' radar. But its price is pretty interesting, in my view. From a long-term perspective, I am not confident that Nvidia today is reasonably priced. I think it may turn out to be either very overpriced – or selling for a song. The one big question for Nvidia That is because I reckon Nvidia's valuation down the line ultimately hinges on one key question: how big will the future market for AI-related chips be? In my view, if it is as big as today or bigger and Nvidia maintains its dominant position, the current Nvidia stock price could be a bargain. But if that total market size shrinks, I think Nvidia is badly overvalued. You will notice I am focusing mostly on market size here. That is because I reckon Nvidia has a strong chance of maintaining or growing its market share over time. Barriers to entry are high. Nvidia has a talented workforce, proprietary technology, a large installed user base, and a proven business model. That could change, especially over time. Competitors may prove to be more nimble, or outsmart Nvidia when it comes to chip design. But I think it is credible to think that Nvidia will maintain a powerful market position. Its economies of scale and pricing power already make it massively profitable. If it can grow sales volumes, its profit margins could get even fatter thanks to greater economies of scale. That could help propel the Nvidia stock price far above today's level — if it happens. Everything to play for It may not happen, of course. Sometimes a key technology comes along and sparks a sales boom, only for it to later fall in popularity or become obsolete. If all those companies paying top dollar for Nvidia chips decide they already have enough from their initial installation, or land on an alternative technological solution for their AI dreams, the market could collapse. Personally I do not expect that to happen, but it could do. The sort of spending we have seen in the past couple of years from large tech companies seems hard if not impossible to sustain over the long term in the absence of transformational business results, I reckon. There is also a risk that Nvidia could lose market share regardless of what happens to the market size. While I see its position as fairly secure for now – in the absence of curveballs like export bans – over time I have less confidence. Plenty of rivals would be thrilled if they could eat Nvidia's breakfast and the more time they have, the more likely it is that at least one of them will figure out how to do it. The risk of a demand collapse puts me off buying Nvidia stock at its current price. But I would be surprised if the price is the same five years from now. I think it is most likely to be markedly higher – or a lot lower. The post I think Nvidia stock is now either very expensive – or very cheap appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool C Ruane has no position in any of the shares mentioned. The Motley Fool UK has recommended Nvidia. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Sign in to access your portfolio
Miami Herald
2 hours ago
- Miami Herald
MIT's Light-Only AI Chip Could Supercharge Electric Vehicles
Imagine an EV that doesn't need a bulky cooling system for its brain. Imagine your car processing LiDAR data, high-res camera feeds, and driver monitoring in real time-without sipping a ton of juice from the battery. MIT's new light-only AI chip, which swaps electrons for photons, might just pull this off. This isn't a minor tweak in chip design. It's a potential industry earthquake. The chip runs on photons, meaning it processes data with light instead of electricity. Sounds like sci-fi, right? But the benefits are huge: 90 percent less power consumption, almost no heat generation, and computations that happen at, well, the speed of light. For EVs, which fight tooth and nail for every mile of range, this could be the difference between 300 miles and 350 miles on a single charge. Every modern EV has a digital nervous system that sucks energy. The AI stack - everything from lane-keeping assist to voice commands - relies on energy-hungry chips like NVIDIA's Drive platform. Even when the car's parked, these processors run diagnostics and software updates, quietly draining the battery. Swap those power-hogging silicon chips with something that barely sips energy? You free up power for the motor, heating, and air conditioning. Suddenly, EVs can be smarter and go further without strapping on a bigger, heavier battery pack. And it's not just about range. The photonic chip's speed could slash latency in autonomous driving. Maybe this is exactly what Tesla's Autopilot needs to work without killing people. Imagine your car spotting a cyclist darting across the road and responding faster than your reflexes. That's not marketing hype - that's rather some life-saving tech. Self-driving cars rely on billions of calculations per second. Traditional GPUs do the job, but they're power-hungry beasts that require liquid cooling and complex thermal management. A photonic AI chip can handle these calculations with barely any heat output, which means lighter systems, lower costs, and fewer points of failure. Tesla, Waymo, and every other company chasing autonomy would kill for this kind of efficiency. Even if photonic chips start as co-processors - handling vision or sensor fusion - they'll free up traditional CPUs and GPUs to handle the rest with more breathing room. There's always a catch. These chips are still in the lab, and automotive-grade hardware certification isn't exactly speedy. Cars need chips that can survive scorching heat, freezing temperatures, and years of vibration. Expect a timeline closer to 2027 before you see a production EV using this tech. Still, the writing's on the wall. The next wave of EV innovation won't just be about battery chemistry or charging speed. It'll be about making the brains of the car just as efficient as its brawn. This MIT breakthrough is a reminder that the EV arms race is far from over. Today, it's all about range anxiety. Tomorrow, it will be about how fast your car's AI can think without stealing electrons from the wheels. Copyright 2025 The Arena Group, Inc. All Rights Reserved.
Yahoo
2 hours ago
- Yahoo
Better Artificial Intelligence Stock: BigBear.ai vs. Nvidia
Key Points has become an AI investor darling over the past few years. Nvidia is the leading artificial intelligence semiconductor company. There's no substitute for high revenue growth and profitability -- and Nvidia has both. 10 stocks we like better than Nvidia › Many investors are focused on artificial intelligence stocks these days, which can be a smart play as AI transforms many industries. But it's starting to seem like any AI stock is a winner in the market right now, which means some investors may not be doing their due diligence when evaluating companies. With that in mind, two AI companies with surging share prices right now are Nvidia (NASDAQ: NVDA) and (NYSE: BBAI), and it may be worth taking a closer look at both to see which one looks like the better AI stock to buy right now. What's happening with Nvidia Nvidia gets top billing in this matchup because the company has experienced monster growth over the past few years as companies clamor for its artificial intelligence semiconductors. An estimated 70% to 95% of data centers utilize Nvidia's AI processors, and there seems to be no slowing down for the company's growth. For example, Nvidia's total sales soared 114% in fiscal 2025 to $130.5 billion, and its earnings skyrocketed 147% to $2.94 per share. This growth has been fueled by the company's data center segment, which experienced a 142% revenue surge to $115 billion last year. The impressive earnings and revenue growth have resulted in Nvidia's stock surging 57% over the past year. That's pushed the company's valuation higher, and Nvidia's shares currently have a price-to-earnings multiple of about 56. That's not cheap, but it's still lower than the average P/E ratio of 64 in the semiconductor industry right now. What's more, Nvidia could continue to benefit from AI investments for many more years to come. Nvidia CEO Jensen Huang believes AI will fuel $2 trillion in data center spending over the next several years. While Nvidia's growth isn't guaranteed, many tech giants have already committed to spending hundreds of billions of dollars to expand their AI data centers over the next few years. That's creating an ongoing opportunity for Nvidia to continue increasing its sales. What's happening with is an AI data analytics company that helps companies and the U.S. government sort through their data to make decisions. AI analytics is a burgeoning AI trend, and it has propelled the stock of similar companies, like Palantir, into the stratosphere. stock, for its part, has jumped 323% over the past year. But despite its impressive gains, there are some significant concerns I have with including its lack of strong revenue growth. sales increased just 5% in Q1 to $34.8 million, and management's outlook for the full year is for $160 million to $180 million -- an increase of just 7.5% at the midpoint. These are fairly unimpressive sales figures for a small AI company that's trying to tap into an expanding artificial intelligence analytics market. One of the company's problems is that 52% of its revenue comes from just four customers. That's a high concentration of sales from just a handful of customers, and it means that if one or two leave, could be in trouble. And then there's the company's lack of earnings. reported a loss of $1.10 per share last year and continued that trend with a loss of $0.25 per share in Q1. While many small start-ups often aren't profitable, it's problematic that the company's lack of earnings comes in addition to unimpressive sales growth. Meanwhile, stock has a price-to-sales ratio of 11, which is substantially higher than the average P/S multiple of 3 for the S&P 500 and means that investors are paying a premium for it right now. Verdict: Nvidia is the hands-down winner Nvidia's stock isn't cheap, and there are always risks with investing in AI stocks that have already experienced astronomical growth. But the company is a hands-down better investment than because it's massively profitable, continually expanding its revenue, and outpaces its rivals in the AI semiconductor market. Meanwhile, stock is overvalued, its revenue growth is unimpressive, and the company isn't profitable. This makes Nvidia the no-brainer in this matchup and one of the best AI stocks to buy and hold for the long term. Should you buy stock in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $624,823!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,820!* Now, it's worth noting Stock Advisor's total average return is 1,019% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Chris Neiger has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia and Palantir Technologies. The Motley Fool has a disclosure policy. 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