Latest news with #Nvidia-based
Yahoo
28-05-2025
- 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
28-05-2025
- 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
28-01-2025
- Business
- Yahoo
Nvidia Calls DeepSeek R1 "Excellent" After AI Startup's Big Breakthrough
Although the emergence of China's DeepSeek R1 model contributed to a 17% stock plunge in Nvidia's (NVDA, Financial) shares, the company recognized China's DeepSeek's recent AI advancements and considered the model an excellent AI advancement. The open source R1 model, reportedly outperforming top U.S. models like OpenAI's, has kids shaking up the AI: DeepSelf claims training costs as little as $6 million vs billions by U.S. tech giants. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Nvidia nevertheless sees the success of DeepSeek as an opportunity to grow itself. However, the company noted that the breakthrough would probably create additional demand for Nvidia's graphics processing units, or GPUs, which are necessary for AI inference tasks. However, Nvidia pushed back against any claim that DeepSeek's R1 model - which used fully compliant Nvidia GPUs, made use of banned Nvidia hardware and said that Nvidia had put Nvidia GPUs in fully compliant units for export controls. DeepSeek's R1 model release has highlighted how little the current AI spending can produce. Now, analysts are wondering if Microsoft's (MSFT, Financial) and Meta's (META, Financial) major investments in Nvidia-based infrastructure could fall on hard times if cheaper, better options emerge. Last week, Nvidia's CEO Jensen Huang highlighted the idea of 'test time scaling', a central concept in DeepSeek's model and other leading AI systems, from pretraining to more efficient posttraining. This article first appeared on GuruFocus. Sign in to access your portfolio
