Latest news with #NVLink
Yahoo
5 days ago
- Business
- Yahoo
TD Cowen Raises Nvidia (NVDA) Price Target, Maintains Buy Rating
TD Cowen increased its price target for NVIDIA Corporation (NASDAQ:NVDA) to $175 from $140 on May 29, 2025. The analysts kept a Buy rating on the stock. This move is the firm's response to NVIDIA's Q1 2026 earnings results. NVIDIA's Q1 2026 financial report maintained the momentum that investors have gotten used to over the past few years. For starters, revenue grew by 12% from the previous quarter to $44.1 billion—a 69% growth year-over-year. This is also the fifth straight quarter of revenue growth. Excluding the H20 charge, NVIDIA's non-GAAP gross margin would have been 71.3%, and earnings per share would have reached $0.96. TD Cowen analysts are of the opinion that NVIDIA has more space for revenue growth. They said that they initially had concerns over a diminish in rack-scale performance, but this is no longer the case because of 'positive feedback on NVIDIA's NVLink (NVL) deployments among major cloud service providers.' Also, the firm noted that NVIDIA's Blackwell NVL72 AI supercomputer is now in full-scale production across system makers and cloud providers. 'A strong print and guide was well above investor expectations after accounting for H20 write-downs. Rack-scale concerns are receding with strong commentary on NVL deployments at hyperscalers," TD Cowen analysts stated. Most importantly, the firm pointed to NVIDIA's impressive financial metrics, including a robust gross profit margin of 75% and return on equity of 119%. NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures graphics processing units (GPUs) for the gaming and professional markets. They also make systems on chip units for the mobile computing and automotive market. The company's key products include GeForce GPUs for gaming, AI-powered chips for data centers, and automotive platforms for autonomous driving. While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: and . Disclosure: None. 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
Yahoo
7 days ago
- Business
- Yahoo
What's Fueling Wall Street's 90-Day Optimism on Amphenol (APH)?
We recently published a list of . In this article, we are going to take a look at where Amphenol (NYSE:APH) stands against other AI stocks that are on analyst's radar today. On May 27, Citi raised the firm's price target on Amphenol (APH) to $100 from $85 and kept a 'Buy' rating on the shares. Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors. The firm also introduced a '90-day short-term positive outlook' on the stock, citing growing demand for connectors on NVLink Fusion. A team of technicians assembling a complex electrical connector in a factory environment. The analyst told investors in a research note that an improving artificial intelligence outlook and expansion of Nvidia's proprietary interconnect technology, NVLink, to other manufacturers is likely to improve the demand for current high-speed, low-latency connectors that are used in the existing Nvidia-based GB200 AI systems. This is good news for connector companies such as Amphenol, which has a leading share in the high-speed low low-latency interconnect market. Overall, APH ranks 8th on our list of AI stocks that are on analyst's radar today. While we acknowledge the potential of APH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than APH and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
7 days ago
- Business
- Yahoo
What's Fueling Wall Street's 90-Day Optimism on Amphenol (APH)?
We recently published a list of . In this article, we are going to take a look at where Amphenol (NYSE:APH) stands against other AI stocks that are on analyst's radar today. On May 27, Citi raised the firm's price target on Amphenol (APH) to $100 from $85 and kept a 'Buy' rating on the shares. Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors. The firm also introduced a '90-day short-term positive outlook' on the stock, citing growing demand for connectors on NVLink Fusion. A team of technicians assembling a complex electrical connector in a factory environment. The analyst told investors in a research note that an improving artificial intelligence outlook and expansion of Nvidia's proprietary interconnect technology, NVLink, to other manufacturers is likely to improve the demand for current high-speed, low-latency connectors that are used in the existing Nvidia-based GB200 AI systems. This is good news for connector companies such as Amphenol, which has a leading share in the high-speed low low-latency interconnect market. Overall, APH ranks 8th on our list of AI stocks that are on analyst's radar today. While we acknowledge the potential of APH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than APH and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
23-05-2025
- Business
- Yahoo
Nvidia Announces New NVLink Fusion Program
On May 19, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang announced the new "NVLink Fusion" program, which allows partners and customers to use non-NVIDIA graphics processing units and central processing units with the company's products and its NVLink. The announcement bolsters NVIDIA's (NASDAQ:NVDA) position in the AI market, as until now, NVLink was limited to chips made by the company. NVIDIA Corporation's (NASDAQ:NVDA) NVLink connects and exchanges data between its CPUs and GPUs. Huang announced at the Computex 2025 in Taiwan, the biggest electronics conference in Asia, that: "NV link fusion is so that you can build semi-custom AI infrastructure, not just semi-custom any case, you have the benefit of using the NV link infrastructure and the NV link ecosystem." The NVLink Fusion allows AI infrastructure to integrate Nvidia processors with various CPUs and ASICs (application-specific integrated circuits). Under the program, customers like Qualcomm Technologies and Fujitsu would also be able to connect Nvidia's GPUs in AI data centers with their own third-party CPUs. NVIDIA Corporation (NASDAQ:NVDA) announced the same day that the AI chipmaking partners for the new technology include Marvell, MediaTek, Astera Labs, Alchip, Synopsys, and Cadence. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the . READ NEXT: and . Disclosure: None. Sign in to access your portfolio
Yahoo
23-05-2025
- Business
- Yahoo
NVIDIA (NVDA)'s NVLink Tech in Focus, Price Target Set at $185
We recently published a list of . In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other AI stocks that are making waves this week. NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. On May 21, Wells Fargo analyst Aaron Rakers reiterated an 'Overweight' rating on the stock with a $185.00 price target. Rakers noted that Nvidia's NVLink Technology has growing potential, particularly after the launch of NVLink Fusion. The technology allows third-party custom silicon and CPUs to integrate NVIDIA's memory-coherent NVLink for chip-to-chip interconnect. While some industry reports do suggest that this CPU connectivity isn't something novel, Rakers stressed the role of NVLink interconnect in AI infrastructure. A close-up of a colorful high-end graphics card being plugged in to a gaming computer. NVIDIA's NVLink interconnect offers significant bandwidth advantages over the standard PCIe. In particular, the NVLink version 6, anticipated to be launched in the second half of 2026, is expected to double the bandwidth to 3.6TB/s with Rubin R200 GPUs. Rakers also highlighted how Nvidia is enhancing its competitive edge through its move to externalize NVLink. It is doing so by enabling its Grace and Vera CPUs to connect with custom accelerators and CPUs. Initial partners for the venture include Marvell, Alchip, MediaTek, and Astera Labs, with Synopsys and Cadence. Overall, NVDA ranks 2nd on our list of AI stocks that are making waves this week. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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
