logo
Nvidia Stock Rises as Analysts Call DeepSeek Selloff a Buying Opportunity

Nvidia Stock Rises as Analysts Call DeepSeek Selloff a Buying Opportunity

Yahoo28-01-2025

Nvidia (NASDAQ:NVDA) received an upgrade from Tigress Financial on Tuesday, moving from Buy to Strong Buy, after the stock suffered a sharp decline tied to concerns over Chinese AI firm DeepSeek.
Warning! GuruFocus has detected 3 Warning Signs with NVDA.
The selloff erased nearly $600 billion in market cap, but analysts at Tigress see it as a buying opportunity. Tigress also raised its 12-month price target to $220, citing Nvidia's leadership in AI and the growing capital investment in AI development across industries. The firm expects strong revenue and cash flow growth to drive long-term shareholder value.
Additional factors supporting the upgrade include the Trump administration's Project Stargate initiative, CEO Jensen Huang's CES keynote, Nvidia's advancements in GPU technology, and its expansion into healthcare. Analysts also pointed to Nvidia's strong balance sheet as a key advantage in the evolving AI landscape.
As of 10:49:55 AM ET, Nvidia shares were up 1.51% to $120.21, reflecting renewed investor confidence following the upgrade.
This article first appeared on GuruFocus.

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

No more long lines? AI and other new technologies are transforming amusement parks this summer.
No more long lines? AI and other new technologies are transforming amusement parks this summer.

Yahoo

time22 minutes ago

  • Yahoo

No more long lines? AI and other new technologies are transforming amusement parks this summer.

Theme park companies are leveraging technology to transform the guest experience. Legoland uses AI to track ride attendance and manage lines. Disney is partnering with Nvidia and Google DeepMind to bring AI-powered robots to its parks. It is a truth universally acknowledged: Lines are the worst part of amusement parks. Sure, too many $8 pretzels can gut your budget, but there's something uniquely taxing about waiting in line for a popular ride on a sticky summer day. There might be a fix, however: artificial intelligence. New technology of all kinds is transforming the theme park experience in the United States, helping drive growth in the industry. Among the theme parks leveraging new technology is Legoland. "We're using a technology called Vision AI," Adrian Thompson, operations transformation director for Legoland's parent company, Merlin Entertainments, told Business Insider. "We have cameras placed over our attractions that analyze the number of people physically riding those attractions at any given time. It doesn't identify you uniquely, but it identifies the number of people riding an attraction." Thompson said incorporating AI into attraction line areas allows ride managers to receive data in real time, mitigating potential issues or delays. "If they see anomalies in that data — the number of dispatches has reduced or the queue times have gone up — they can take action at that moment and make changes," Thompson said. "Before, when it was all paper-based, we didn't have access to all that data in real time. You might not have gotten that information until the end of the day, at which point it's too late to impact the guest experience." About 40 miles north of Legoland is SeaWorld, where Expedition Odyssey opened to the public last month. Expedition Odyssey is an immersive flying theater ride that transports guests to the Arctic using real footage of the icy landscapes and wildlife. "There's no CGI in it," Conner Carr, the vice president of rides and engineering for SeaWorld and Busch Gardens' parent company, United Parks & Resorts, told BI. "The standard on those ride types has always been to generate with animation or CGI effects for a ride film." Instead, SeaWorld sent teams equipped with custom-lensed cameras and drones on expeditions to the Arctic to capture the videos. "For us, it's not just a theme park experience. It's that zoological aspect, too," Carr said. "We don't want to sit in an office and draw a beluga whale. We want to show them a real one." Although the authentic footage helps set Expedition Odyssey apart from its peers, Carr said there's another reason he refers to it as the "most technologically advanced ride" SeaWorld has ever done. A typical flying theater involves guests entering their seats, enjoying the show, and exiting before another group can enter. Expedition Odyssey uses a rotating main tower that allows guests to load the ride while another is already watching the footage. Once the ride is done, the tower will essentially flip, and the groups will switch places. "This lets us keep the line moving and procedures like you would see on a coaster, but on a completely new type of ride that typically doesn't allow that," Carr said. Carr said another way guests interact with new technology at SeaWorld and Busch Gardens theme parks is by including audio and visual aspects in the line. "That's what Penguin Trek does," Carr said, referring to a roller coaster at the Orlando park. "When you dispatch on the ride, you have special effects and lights that make you feel like you're in an ice cave that's falling." That technology is also found at Busch Gardens, where guests can ride the Phoenix Rising roller coaster, which utilizes media screens, lights, and onboard audio. At SeaWorld, Carr said 3D scanning has become a reliable tool for repairs and creating models. "It is not just roller coaster track replacement. We use 3D scanning all over the place," Carr said. "The technology has been amazing for new projects like Penguin Trek and Expedition Odyssey." Augmented reality is another type of technology becoming more prevalent at amusement parks, including Legoland California and Legoland Florida. The Lego Ferrari Build & Race attraction allows guests to build and test cars, then use augmented reality to scan and race them virtually. Hands-on activities are a priority for Legoland theme parks, where the Ninjago ride uses hand-tracking movements that let riders use hand gestures to test their skills. "The beauty for us is we're always going to do hands-on experiences because it's Lego," Thompson said. Carr said SeaWorld and Busch Gardens have a similar approach, given their animal conservation efforts. "The mission is to inspire and educate right alongside rescuing all the animals," he said. Other theme parks in the United States are also flexing their tech acumen, including Disney, which partnered with Nvidia and Google DeepMind to develop Newton. The open-source physics engine will help robots learn to navigate tasks more accurately. Disney intends to use the technology to enhance the robotic characters in its theme parks to be more lifelike. "This collaboration will allow us to create a new generation of robotic characters that are more expressive and engaging than ever before—and connect with our guests in ways that only Disney can," Kyle Laughlin, the senior vice president of Walt Disney Imagineering's Research and Development, said in a press release. Although the attractions industry continues to entice guests from around the globe, the volatility caused by the Trump administration's tariffs has become an unpredictable obstacle. "New tariffs will make securing product — like games, plush, and merchandise made outside the United States — more expensive to import. Ahead of the rate hikes, some operators created additional storage space and took possession of goods earlier in the season than what they have imported in the past to avoid paying the tariffs," the International Association of Amusement Parks and Attractions said this month. The association said the tariffs have also strained the US relationship with Canada, potentially affecting theme park attendance this summer. "Also of concern for several American facilities: a softening in the zest to travel south by Canadians who are accustomed to spending their summers in the United States. The current political climate between the two nations may adversely affect the sentiment to travel in the months ahead," the IAAPA said. However, the uncertainty hasn't stopped companies from steamrolling ahead with ambitious projects. Universal's newest theme park, Epic Universe, opened to fanfare this month in Florida, while Disney announced plans to develop its seventh theme park in Abu Dhabi. Read the original article on Business Insider

YHI International Limited (SGX:BPF) insiders have significant skin in the game with 38% ownership
YHI International Limited (SGX:BPF) insiders have significant skin in the game with 38% ownership

Yahoo

time27 minutes ago

  • Yahoo

YHI International Limited (SGX:BPF) insiders have significant skin in the game with 38% ownership

Significant insider control over YHI International implies vested interests in company growth The top 3 shareholders own 59% of the company Using data from company's past performance alongside ownership research, one can better assess the future performance of a company Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. To get a sense of who is truly in control of YHI International Limited (SGX:BPF), it is important to understand the ownership structure of the business. And the group that holds the biggest piece of the pie are individual insiders with 38% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company. With such a notable stake in the company, insiders would be highly incentivised to make value accretive decisions. Let's delve deeper into each type of owner of YHI International, beginning with the chart below. View our latest analysis for YHI International Small companies that are not very actively traded often lack institutional investors, but it's less common to see large companies without them. There are many reasons why a company might not have any institutions on the share registry. It may be hard for institutions to buy large amounts of shares, if liquidity (the amount of shares traded each day) is low. If the company has not needed to raise capital, institutions might lack the opportunity to build a position. Alternatively, there might be something about the company that has kept institutional investors away. YHI International might not have the sort of past performance institutions are looking for, or perhaps they simply have not studied the business closely. YHI International is not owned by hedge funds. Yhi Holdings Pte Ltd. is currently the largest shareholder, with 32% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 15% and 12%, of the shares outstanding, respectively. Two of the top three shareholders happen to be Senior Key Executive and Chairman of the Board, respectively. That is, insiders feature higher up in the heirarchy of the company's top shareholders. To make our study more interesting, we found that the top 3 shareholders have a majority ownership in the company, meaning that they are powerful enough to influence the decisions of the company. While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. We're not picking up on any analyst coverage of the stock at the moment, so the company is unlikely to be widely held. While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. Our most recent data indicates that insiders own a reasonable proportion of YHI International Limited. Insiders have a S$49m stake in this S$130m business. We would say this shows alignment with shareholders, but it is worth noting that the company is still quite small; some insiders may have founded the business. You can click here to see if those insiders have been buying or selling. With a 29% ownership, the general public, mostly comprising of individual investors, have some degree of sway over YHI International. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. We can see that Private Companies own 32%, of the shares on issue. It's hard to draw any conclusions from this fact alone, so its worth looking into who owns those private companies. Sometimes insiders or other related parties have an interest in shares in a public company through a separate private company. I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Consider for instance, the ever-present spectre of investment risk. We've identified 3 warning signs with YHI International (at least 1 which is potentially serious) , and understanding them should be part of your investment process. If you would prefer check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, backed by strong financial data. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Shareholders in Coventry Group (ASX:CYG) are in the red if they invested a year ago
Shareholders in Coventry Group (ASX:CYG) are in the red if they invested a year ago

Yahoo

time31 minutes ago

  • Yahoo

Shareholders in Coventry Group (ASX:CYG) are in the red if they invested a year ago

Investors can approximate the average market return by buying an index fund. When you buy individual stocks, you can make higher profits, but you also face the risk of under-performance. Investors in Coventry Group Ltd (ASX:CYG) have tasted that bitter downside in the last year, as the share price dropped 42%. That falls noticeably short of the market return of around 12%. To make matters worse, the returns over three years have also been really disappointing (the share price is 32% lower than three years ago). Shareholders have had an even rougher run lately, with the share price down 24% in the last 90 days. So let's have a look and see if the longer term performance of the company has been in line with the underlying business' progress. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. We don't think that Coventry Group's modest trailing twelve month profit has the market's full attention at the moment. We think revenue is probably a better guide. As a general rule, we think this kind of company is more comparable to loss-making stocks, since the actual profit is so low. For shareholders to have confidence a company will grow profits significantly, it must grow revenue. Coventry Group grew its revenue by 0.4% over the last year. While that may seem decent it isn't great considering the company is still making a loss. Given this lacklustre revenue growth, the share price drop of 42% seems pretty appropriate. It's important not to lose sight of the fact that profitless companies must grow. But if you buy a loss making company then you could become a loss making investor. The graphic below depicts how earnings and revenue have changed over time (unveil the exact values by clicking on the image). We like that insiders have been buying shares in the last twelve months. Having said that, most people consider earnings and revenue growth trends to be a more meaningful guide to the business. Dive deeper into the earnings by checking this interactive graph of Coventry Group's earnings, revenue and cash flow. Coventry Group shareholders are down 41% for the year (even including dividends), but the market itself is up 12%. Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. On the bright side, long term shareholders have made money, with a gain of 6% per year over half a decade. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. Consider for instance, the ever-present spectre of investment risk. We've identified 4 warning signs with Coventry Group , and understanding them should be part of your investment process. Coventry Group is not the only stock insiders are buying. So take a peek at this free list of small cap companies at attractive valuations which insiders have been buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Australian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into the world of global news and events? Download our app today from your preferred app store and start exploring.
app-storeplay-store