Latest news with #Blackwell
Yahoo
18 hours ago
- Business
- Yahoo
D-Wave Quantum or NVIDIA: Which Stock Is a Better Buy Now?
NVIDIA Corporation's NVDA shares have risen 27.1% so far this year, mainly due to its advances in artificial intelligence (AI). Meanwhile, D-Wave Quantum Inc. QBTS has seen an even larger increase in its share price, fueled by the benefits of quantum computing over traditional computing, making it a notable contender in the tech sector. Now, let's examine which of these two stocks might present a better investment opportunity. Reasons to Be Bullish on D-Wave Quantum Stock D-Wave Quantum's shares have gained an impressive 141.7% year to date, following an 854% surge last year. Of course, D-Wave Quantum stock experienced volatility in early 2025 after NVIDIA CEO Jensen Huang expressed skepticism about the growth of quantum computing. However, later, when he acknowledged being wrong about the timeline of quantum computing growth, D-Wave Quantum's stock saw a significant rally. On Wednesday, D-Wave Quantum's value increased due to new reports from analysts at Canaccord and B. Riley. Both maintained a buy rating, with B. Riley raising its D-Wave Quantum price target to $22 from $20. Recently, D-Wave Quantum's stock rose after announcing that its Advantage2 quantum computer, with over 400 qubits, is now accessible to commercial clients. D-Wave Quantum's ability to sell its Advantage2 quantum computer to the Jülich Supercomputer Center in Germany helped the company post outstanding first-quarter results. Its revenues for the quarter reached $15 million, a massive 509% increase year over year. This surpassed the total sales for all of 2024, which were $8.8 million. D-Wave Quantum had 133 customers in the quarter, in contrast to 128 last year. These included government clients. Separately, private companies using D-Wave Quantum's services include Lockheed Martin Corporation LMT. Reasons to Be Bullish on NVIDIA Stock NVIDIA exceeded Apple Inc. AAPL and Microsoft Corporation MSFT in terms of market capitalization, as it surged to $4 trillion in a brief period. The company's strong position in AI contributed to its recent stock price rise, and it announced $44.1 billion in revenues for the first quarter of its fiscal year, marking a 69% increase year over year. A large part of these revenues came from the data center industry, driven by increased demand from cloud service companies improving their AI systems. Even with the U.S. imposing restrictions on H20 chip exports to China, NVIDIA reported a net income of $18.8 billion for the quarter, up 26% from the same period last year. Nevertheless, the recent openness of U.S. officials to resume H20 sales in China could enhance NVIDIA's results in upcoming quarters. The growing demand for NVIDIA's next-generation Blackwell chips and CUDA software platform is expected to strengthen its financial performance and drive its stock price upward. Which Stock, QBTS or NVIDIA, Is the Better Investment Now? With Jensen Huang believing quantum computing is approaching an inflection point and D-Wave's quantum solutions boosting its revenue and expanding its customer base, shareholders may feel encouraged to hold onto QBTS shares. However, new investors should exercise caution when buying D-Wave Quantum shares, as the company reported a net loss of $5.4 million in the first quarter. Quantum computing remains in its early stages, and its practical applications may take years to develop. Additionally, major players like Microsoft and Alphabet Inc. GOOGL are showing interest in the sector, and D-Wave Quantum could become a target for acquisition. Regarding NVIDIA, the company's strategy of integrating quantum processing units and graphics processing units (GPUs) could facilitate a low-risk transition into quantum computing, potentially posing challenges for D-Wave Quantum. NVIDIA, in itself, is poised for growth, banking on demand for Blackwell chips and AI GPUs, prompting stakeholders to retain their shares. But for new investors, NVIDIA's price-to-earnings (P/E) ratio of 40.1 times forward earnings makes it no longer a bargain, suggesting waiting before investing now. Image Source: Zacks Investment Research Both NVIDIA and D-Wave Quantum currently have a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lockheed Martin Corporation (LMT) : Free Stock Analysis Report Apple Inc. (AAPL) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report D-Wave Quantum Inc. (QBTS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Hindustan Times
2 days ago
- Hindustan Times
Building the ultimate RTX 5090 gaming PC in 2025: power, speed, and zero compromise
The RTX 5090 is hands down the GPU of 2025. With Nvidia's Blackwell architecture, 32 GB of VRAM, upgraded Tensor cores, and 4th-gen ray tracing, it's built for extreme 4K and 8K gaming, high-end AI workloads, and content creation pipelines that don't flinch. But to unlock its full potential, the rest of your PC better keep up. This guide builds around the RTX 5090 with a ₹4.5L-6L range in mind, balancing brute force with thermal sanity and long-term upgradability. Ultimate overpowered RTX 5090 gaming PC build. Core components: No weak links allowed GPU: The RTX 5090 is a massive 3.5-slot card. It needs serious breathing room and consistent cooling. You'll want a case that doesn't choke airflow and, ideally, a custom loop or top-tier triple-fan air cooler if not going full liquid. CPU: Ryzen 9 9950X3D is the sweet spot for pure gaming and streaming. Intel Core Ultra 9 285K is better suited for AI and multitasking. Both are monsters, pair either with confidence. Motherboard: Go for an X670E or Z990 chipset board with solid VRMs, DDR5 RAM support, PCIe 5.0 lanes, and at least three M.2 slots. Stability matters at this level. RAM: 32 GB DDR5 (6000MHz+) is the baseline. Creators and AI users can push to 64 GB or higher. Storage: Start with a fast 2 TB PCIe Gen 4/5 NVMe for boot and main games. Add a secondary SSD or HDD for bulk files. Personal recommendation would be to go for a Gen 5 SSD for absolute future proofing. Power Supply: 1000W+ 80+ Platinum, modular, and ready for multiple 8-pin or 12VHPWR GPU connectors. Cooling: A 360mm AIO is minimum. Custom loops? Ideal if you're chasing silence or aesthetics. Case: Full tower preferred. Prioritize airflow, cable clearance, and GPU clearance. Building it right Mount the CPU carefully, paste it right, and make sure your RAM clicks fully. The RTX 5090 installation will test your patience, remove extra slot covers and ensure enough clearance. Cable management matters more here. This isn't a casual build. What you get Expect buttery-smooth gameplay at 4K with max settings, real-time AI processing, and machine learning tasks without stutters. Heat? Yes. Noise? Moderate. But this rig handles it all. This isn't a build for casual users. It's for enthusiasts, creators, and professionals who want tomorrow's power today. If you've got the budget and ambition, the RTX 5090 build is everything you need, and ready for whatever comes next.
Yahoo
3 days ago
- Business
- Yahoo
Which Is the Better Artificial Intelligence (AI) Stock to Buy Right Now: CoreWeave or Nvidia?
Key Points Both CoreWeave and Nvidia are growth superstars. Both AI stocks look expensive at first glance, but their valuations need to be assessed in light of their growth prospects. Which stock is the better pick to buy right now depends on your take on what's going to happen with AI demand. 10 stocks we like better than CoreWeave › A hot IPO stock more than triples in its first few months on the market. A former high-flying stock rebounds from a steep sell-off to become the world's first $4 trillion company. Those are the stories for CoreWeave (NASDAQ: CRWV) and Nvidia (NASDAQ: NVDA) this year. Investors who saw the potential in these two artificial intelligence (AI) stocks have reaped tremendous rewards. But which is the better pick to buy now? Image source: Getty Images. Two growth superstars Anyone who has followed Nvidia for a while has become accustomed to sizzling growth. The graphics processing unit (GPU) maker's momentum continues. In the first quarter of fiscal 2026, Nvidia reported revenue of $44.1 billion, up 69% year over year. The main negative of Nvidia's Q1 results was that its gross margin tumbled nearly 18% year over year. As a result, its earnings increased by 26%, a much slower pace than revenue. That's still an impressive jump, though. There should be good news ahead for Nvidia. Its new Blackwell chips are selling hand over fist. The company expects increased profitability for these GPUs to drive gross margins higher. In addition, the U.S. government is allowing Nvidia to sell its H20 GPUs to China. The previous restriction against such sales led to a $4.5 billion charge that weighed on gross margins. Meanwhile, CoreWeave reported revenue of $981.6 million in its first quarter as a publicly traded company, reflecting jaw-dropping, year-over-year growth of 420%. The demand for CoreWeave's AI cloud infrastructure is so great that the company is having to scramble to keep up with it. CoreWeave's revenue backlog stood at $25.9 billion at the end of Q1. This figure included $11.2 billion from the company's deal with ChatGPT creator OpenAI. However, CoreWeave remains unprofitable. And the capital spending required to expand capacity to support soaring demand is causing the company's bottom line to worsen. The picture looks better with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), though. CoreWeave's adjusted EBITDA jumped 477% year over year in Q1 to $606 million. The valuation conundrum Typically, the biggest knock against sizzling growth stocks is that their valuations can sometimes be too hot to handle. At first glance, this might seem to be true with both CoreWeave and Nvidia.
Business Insider
4 days ago
- Business
- Business Insider
Belimo price target raised to CHF 1,052 from CHF 788 at Jefferies
Jefferies raised the firm's price target on Belimo (BLHWF) to CHF 1,052 from CHF 788 and keeps a Buy rating on the shares. The company continues to excel in data centers, giving Jefferies further confidence to raise estimates on the back of the accelerating Blackwell rollout whilst recovery in the Original Equipment Manufacturer channels points towards a more friendly environment in the EU, the analyst tells investors in a research note. Despite challenging valuation levels, the firm increased its price target as it expects to see further upgrades, primarily from shift in mix and operating leverage. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
Yahoo
4 days ago
- Business
- Yahoo
Billionaire David Tepper Sold Nvidia and AMD and Is Piling Into This Specialized AI Chipmaker Instead
Key Points Tepper originally bought shares of the two biggest GPU makers in 2023: Nvidia and AMD. As GPUs face growing competition in data centers, he is shifting to a different chipmaker. Broadcom is a more diversified tech giant, giving its business more downside protection. 10 stocks we like better than Broadcom › David Tepper is one of the most successful investment managers on Wall Street. His Appaloosa Management hedge fund has produced gross annualized returns of more than 28% since its inception in 1993. That far outpaces the S&P 500's annualized return over the last 32-plus years of about 10.6%. Tepper is best known for buying distressed debt from companies close to bankruptcy. In fact, Appaloosa was considered a junk bond investment boutique in the 1990s. That contrarian approach often extends to his stock portfolio as well. That said, he's not so set on swimming against the current that he won't buy stocks that are part of an obvious trend like artificial intelligence (AI). AI stocks like Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) have soared in value over the last few years. And Tepper made quite a bit of money on those stocks. But he's been selling them recently in favor of another AI chipmaker instead, possibly taking a bit of a contrarian stance against the two big GPU makers. The essential infrastructure behind the AI revolution Graphics processing units (GPUs) are computer chips or systems that have proven exceptionally adept at crunching all the data that goes into training and running large language models. GPUs are designed to do the types of calculations needed for training AI algorithms, and they can run the processes in parallel, making them far more efficient than a standard CPU, which uses serial processing. Nvidia has long been a leader in GPUs, dating back to the days when they were mostly just used for high-end visuals in gaming (hence why the G stands for "graphics"). As the processing needs of large language models grew exponentially larger, it's seen incredible demand for its leading GPU systems. Even after the strong growth in 2023 and 2024, Nvidia's data center revenue climbed another 73% year over year last quarter. With strong operating leverage, the company has seen its earnings zoom higher, and investors have rewarded it. It's now the most valuable company in the world by a substantial margin, worth over $4 trillion. But AMD is starting to make progress in catching up to Nvidia. The company's MI400 chips coming next year could offer better price performance than Nvidia's current Blackwell line of chips. While Nvidia will be on to its next-generation Vera Rubin platform by then, AMD is offering Nvidia's biggest customers a viable alternative, which could keep its pricing from climbing substantially higher. AMD's stock hasn't performed nearly as well as Nvidia's. After peaking in early 2024, the stock crashed more than 60% to its low in April this year. The first quarter could have been a great opportunity to buy the stock, especially for a contrarian investor looking to take a stance against Nvidia's continued dominance. But Tepper sold his entire stake in AMD during the first quarter, a position first established in the second quarter of 2023. He also continued to cut his Nvidia stake, leaving him with just 3% of the shares he held for Appaloosa in mid-2023. Instead, he's betting on a different chipmaker that poses an increasing threat to the dominance of GPUs in AI data centers. The AI chipmaker Tepper's buying instead While GPUs are extremely flexible and capable of handling all sorts of tasks, many of the biggest companies developing leading-edge AI capabilities are working on custom-made silicon that can handle specific tasks far more efficiently than power-hungry GPUs. These application-specific integrated circuits, or ASICs, represent a significant threat to GPUs, as hyperscalers like Meta Platforms and Alphabet's Google design more advanced chips capable of handling AI training and inference. The capabilities of ASICs are expanding. Meta says its custom chips, which have historically handled machine learning AI, are expanding to training large language models after starting with machine learning algorithms and moving on to AI inference. Google trained its large language model Gemini on its own chip designs, and it just released its first Tensor Processing Unit (TPU) designed for AI inference in April. The company helping Meta and Google design their ASICs is Broadcom (NASDAQ: AVGO). On top of that ASIC business, Broadcom is also the leading networking chipmaker. Networking is an essential piece of AI data centers, as solid network performance ensures all the data gets to the expensive GPUs or ASICs quickly and efficiently. These businesses are spending billions on those chips, so they don't want them sitting idly any longer than necessary. Broadcom also has an enterprise software business, led by virtual machine software VMWare. That is to say, Broadcom offers a more diversified chipmaker compared to Nvidia or even AMD (which also has a strong CPU business). That may be why Tepper took a small stake in the company during the first quarter, as it's a leading competitor in AI chips while offering some downside protection with its VMWare business. Still, Broadcom stock is expensive. It trades for a forward earnings multiple close to 40. That's right in line with Nvidia and slightly less expensive than AMD. The company arguably holds more upside if ASIC designs capture more real estate in data centers over time. Consider the potential efficiency gains of ASICs versus GPUs, which seems likely to happen in the long run. But investors may have to settle for more slow and steady growth compared to Nvidia or AMD. As such, it's worth keeping an eye on Broadcom's stock to see if it falls back down to a more attractive price before following Tepper into the stock. Should you buy stock in Broadcom right now? Before you buy stock in Broadcom, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Broadcom 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% 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 15, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Adam Levy has positions in Alphabet and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. Billionaire David Tepper Sold Nvidia and AMD and Is Piling Into This Specialized AI Chipmaker Instead was originally published by The Motley Fool
