Latest news with #SuperbowlofAI
Yahoo
24-03-2025
- Business
- Yahoo
Palantir (PLTR) Impresses with AI Growth, But Analysts Warn of Overvaluation
We recently published a list of . In this article, we are going to take a look at where Palantir Technologies Inc. (NASDAQ:PLTR) stands against other high-flying AI stocks to watch today. The most important conference in the tech world is in full swing, yet investors are skeptical about what's ahead. According to Jensen Huang, his company is well-positioned to navigate a shift in the artificial intelligence industry, particularly where businesses are moving from training AI models to getting detailed answers from them. Huang also defended his company's lead in selling costly AI chips to customers, an aspect that was recently questioned after China's DeepSeek created a competitive chatbot with relatively fewer chips. READ ALSO: and Despite Huang's reassuring remarks, the chipmaker's stock fell more than 3%, reflecting how investors haven't been entirely assured by Huang's presentation. Calling the conference the 'Superbowl of AI', Huang commented that 'almost the entire world got it wrong,' regarding DeepSeek. 'The amount of computation we need as a result of agentic AI, as a result of reasoning, is easily 100 times more than we thought we needed this time last year.' At the same time, new AI models and tools are being launched in the tech world as businesses and countries compete in an attempt to lead the AI arms race. In the latest news, tech giant Tencent has unveiled a suite of new artificial intelligence tools capable of converting text and images into 3D visuals. The move marks the growing Chinese momentum in the field of generative AI. Similarly, Baidu has released two new AI models which are freely available to individual users ahead of schedule. ERNIE 4.5 is a native multimodal foundation model, while ERNIE X1 is a reasoning model with deep-learning capabilities. The company aims to increase user involvement across its platforms, attempting to combine these models into its larger ecosystem. As major players continue to release new models and tools, the race to dominate the AI landscape intensifies even further. It's worth waiting to see who eventually ends up leading the AI arms race and how these technologies end up making an impact on the business world and society. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A software engineer manipulating a vast network of code on virtual Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems. One of the most notable analyst calls on Tuesday, March 18, was for Palantir Technologies. Jefferies reiterated the stock as 'Underperform' with a $60 price target. The firm said that it is sticking with its underperform rating. The rating reflects how analysts from the firm returned from Palantir's AI Platform customer event 'impressed'. The return on investment case studies demonstrates how Palantir's products are helping transform businesses. Nevertheless, the positive momentum is 'baked' into Palantir's valuation. 'This positive momentum is baked into PLTR's valuation at 45x CY26E, the most expensive stock in our coverage. Fundamentals have been strong, but valuation remains the biggest concern and insiders continue to sell with co-founder Stephen Cohen selling another $310M in shares over the past few days.' Overall, PLTR ranks 9th on our list of high-flying AI stocks to watch today. While we acknowledge the potential of PLTR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PLTR but that trades at less than 5 times its earnings, check out our report about the . 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
23-03-2025
- Business
- Yahoo
Amazon.com (AMZN) Undercuts NVIDIA with AI Chip Discounts, JPMorgan Remains Bullish
We recently published a list of . In this article, we are going to take a look at where Inc. (NASDAQ:AMZN) stands against other high-flying AI stocks to watch today. The most important conference in the tech world is in full swing, yet investors are skeptical about what's ahead. According to Jensen Huang, his company is well-positioned to navigate a shift in the artificial intelligence industry, particularly where businesses are moving from training AI models to getting detailed answers from them. Huang also defended his company's lead in selling costly AI chips to customers, an aspect that was recently questioned after China's DeepSeek created a competitive chatbot with relatively fewer chips. READ ALSO: and Despite Huang's reassuring remarks, the chipmaker's stock fell more than 3%, reflecting how investors haven't been entirely assured by Huang's presentation. Calling the conference the 'Superbowl of AI', Huang commented that 'almost the entire world got it wrong,' regarding DeepSeek. 'The amount of computation we need as a result of agentic AI, as a result of reasoning, is easily 100 times more than we thought we needed this time last year.' At the same time, new AI models and tools are being launched in the tech world as businesses and countries compete in an attempt to lead the AI arms race. In the latest news, tech giant Tencent has unveiled a suite of new artificial intelligence tools capable of converting text and images into 3D visuals. The move marks the growing Chinese momentum in the field of generative AI. Similarly, Baidu has released two new AI models which are freely available to individual users ahead of schedule. ERNIE 4.5 is a native multimodal foundation model, while ERNIE X1 is a reasoning model with deep-learning capabilities. The company aims to increase user involvement across its platforms, attempting to combine these models into its larger ecosystem. As major players continue to release new models and tools, the race to dominate the AI landscape intensifies even further. It's worth waiting to see who eventually ends up leading the AI arms race and how these technologies end up making an impact on the business world and society. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A customer entering an internet retail store, illustrating the convenience of online Inc. (NASDAQ:AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions. On March 18, JPMorgan reiterated the stock as 'Overweight' and said Amazon remains a top idea. 'We believe AMZN should gain retail share in a recessionary environment given low prices, wide selection, fast delivery, & stronger growth in non-discretionary items.' This development coincides with a recent analysis by Kevin McLaughlin and Anissa Gardizy from The Information. Their report claims that Amazon (AMZN) is undercutting Nvidia with aggressive AI chip discounts. AWS is reportedly offering server rentals powered by their Trainium chip which offers computing capabilities similar to Nvidia's H100 semiconductor. However, Amazon's chip comes at only 25% of the price. The move aims to draw tech giants, including Apple, who are experimenting with the latest version of the Trainium chip as an alternative to Nvidia's offerings, underscoring Amazon's strategic focus on AI. Overall, AMZN ranks 1st on our list of high-flying AI stocks to watch today. While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AMZN but that trades at less than 5 times its earnings, check out our report about the . 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
22-03-2025
- Business
- Yahoo
Apple (AAPL) Poised for AI Boom Without Heavy GPU Investments, Says Evercore
We recently published a list of . In this article, we are going to take a look at where Apple Inc. (NASDAQ:AAPL) stands against other high-flying AI stocks to watch today. The most important conference in the tech world is in full swing, yet investors are skeptical about what's ahead. According to Jensen Huang, his company is well-positioned to navigate a shift in the artificial intelligence industry, particularly where businesses are moving from training AI models to getting detailed answers from them. Huang also defended his company's lead in selling costly AI chips to customers, an aspect that was recently questioned after China's DeepSeek created a competitive chatbot with relatively fewer chips. READ ALSO: and Despite Huang's reassuring remarks, the chipmaker's stock fell more than 3%, reflecting how investors haven't been entirely assured by Huang's presentation. Calling the conference the 'Superbowl of AI', Huang commented that 'almost the entire world got it wrong,' regarding DeepSeek. 'The amount of computation we need as a result of agentic AI, as a result of reasoning, is easily 100 times more than we thought we needed this time last year.' At the same time, new AI models and tools are being launched in the tech world as businesses and countries compete in an attempt to lead the AI arms race. In the latest news, tech giant Tencent has unveiled a suite of new artificial intelligence tools capable of converting text and images into 3D visuals. The move marks the growing Chinese momentum in the field of generative AI. Similarly, Baidu has released two new AI models which are freely available to individual users ahead of schedule. ERNIE 4.5 is a native multimodal foundation model, while ERNIE X1 is a reasoning model with deep-learning capabilities. The company aims to increase user involvement across its platforms, attempting to combine these models into its larger ecosystem. As major players continue to release new models and tools, the race to dominate the AI landscape intensifies even further. It's worth waiting to see who eventually ends up leading the AI arms race and how these technologies end up making an impact on the business world and society. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A wide view of an Apple store, showing the range of products the company Inc. (NASDAQ:AAPL) is a technology company. One of the most notable analyst calls on Tuesday, March 18, was for Apple Inc. Evercore ISI reiterated the stock as 'Outperform' and raised its price target on the stock to $275 per share from $260. According to the analysts, Apple is positioned to remain a 'tech staple' and obtain the benefits of the artificial intelligence boom. It also has the potential to boost gross margins through product mix, pricing strategies, as well as the impact of stock buybacks. The firm further said that Apple is poised to capitalize on artificial intelligence (AI) monetization without the need to invest heavily in graphics processing units (GPUs). 'AAPL remains positioned to sustain mid-single digit sales and low/mid-teens FCF & EPS growth over next several years with less volatility & high consistency.' Overall, AAPL ranks 5th on our list of high-flying AI stocks to watch today. While we acknowledge the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AAPL but that trades at less than 5 times its earnings, check out our report about the . 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
22-03-2025
- Business
- Yahoo
Broadcom (AVGO) Pushes AI Leadership with VMware Explore 2025 Expansion
We recently published a list of . In this article, we are going to take a look at where Broadcom Inc. (NASDAQ:AVGO) stands against other high-flying AI stocks to watch today. The most important conference in the tech world is in full swing, yet investors are skeptical about what's ahead. According to Jensen Huang, his company is well-positioned to navigate a shift in the artificial intelligence industry, particularly where businesses are moving from training AI models to getting detailed answers from them. Huang also defended his company's lead in selling costly AI chips to customers, an aspect that was recently questioned after China's DeepSeek created a competitive chatbot with relatively fewer chips. READ ALSO: and Despite Huang's reassuring remarks, the chipmaker's stock fell more than 3%, reflecting how investors haven't been entirely assured by Huang's presentation. Calling the conference the 'Superbowl of AI', Huang commented that 'almost the entire world got it wrong,' regarding DeepSeek. 'The amount of computation we need as a result of agentic AI, as a result of reasoning, is easily 100 times more than we thought we needed this time last year.' At the same time, new AI models and tools are being launched in the tech world as businesses and countries compete in an attempt to lead the AI arms race. In the latest news, tech giant Tencent has unveiled a suite of new artificial intelligence tools capable of converting text and images into 3D visuals. The move marks the growing Chinese momentum in the field of generative AI. Similarly, Baidu has released two new AI models which are freely available to individual users ahead of schedule. ERNIE 4.5 is a native multimodal foundation model, while ERNIE X1 is a reasoning model with deep-learning capabilities. The company aims to increase user involvement across its platforms, attempting to combine these models into its larger ecosystem. As major players continue to release new models and tools, the race to dominate the AI landscape intensifies even further. It's worth waiting to see who eventually ends up leading the AI arms race and how these technologies end up making an impact on the business world and society. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A technician working at a magnified microscope, developing a new integrated Inc. (NASDAQ:AVGO) is a technology company uniquely positioned in the AI revolution owing to its custom chip offerings and networking assets. On March 18, the company announced highlights and new program elements of VMware Explore(R) 2025, an essential cloud event for IT professionals. Kicking off in Las Vegas on August 25, it will move on to select cities in Asia Pacific, Japan, and Europe. The event will feature technical and business-level sessions, panel discussions, technical deep-dive sessions, expert roundtables, instructor-led and self-paced labs, private AI, and more. Attendees will be able to leverage actionable insights on technical topics as well as access to an extensive ecosystem including VMware Cloud Service Providers (VCSPs), hyperscalers, Value-Added OEMs (VAO) partners, and VMware Technology Alliance Partners (TAP). 'We are excited to offer Explore across more countries and communities while also building more engagement and choice with our flagship Las Vegas event. With Explore 2025, we're delivering more content sessions, a new pricing model and additional locations to better meet the needs of IT practitioners, innovators and leaders. The goal remains to provide our customers with insights, tools and engagement opportunities required to succeed in a continually dynamic IT environment.' Overall, AVGO ranks 6th on our list of high-flying AI stocks to watch today. While we acknowledge the potential of AVGO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AVGO but that trades at less than 5 times its earnings, check out our report about the . 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
22-03-2025
- Business
- Yahoo
Apple (AAPL) Poised for AI Boom Without Heavy GPU Investments, Says Evercore
We recently published a list of . In this article, we are going to take a look at where Apple Inc. (NASDAQ:AAPL) stands against other high-flying AI stocks to watch today. The most important conference in the tech world is in full swing, yet investors are skeptical about what's ahead. According to Jensen Huang, his company is well-positioned to navigate a shift in the artificial intelligence industry, particularly where businesses are moving from training AI models to getting detailed answers from them. Huang also defended his company's lead in selling costly AI chips to customers, an aspect that was recently questioned after China's DeepSeek created a competitive chatbot with relatively fewer chips. READ ALSO: and Despite Huang's reassuring remarks, the chipmaker's stock fell more than 3%, reflecting how investors haven't been entirely assured by Huang's presentation. Calling the conference the 'Superbowl of AI', Huang commented that 'almost the entire world got it wrong,' regarding DeepSeek. 'The amount of computation we need as a result of agentic AI, as a result of reasoning, is easily 100 times more than we thought we needed this time last year.' At the same time, new AI models and tools are being launched in the tech world as businesses and countries compete in an attempt to lead the AI arms race. In the latest news, tech giant Tencent has unveiled a suite of new artificial intelligence tools capable of converting text and images into 3D visuals. The move marks the growing Chinese momentum in the field of generative AI. Similarly, Baidu has released two new AI models which are freely available to individual users ahead of schedule. ERNIE 4.5 is a native multimodal foundation model, while ERNIE X1 is a reasoning model with deep-learning capabilities. The company aims to increase user involvement across its platforms, attempting to combine these models into its larger ecosystem. As major players continue to release new models and tools, the race to dominate the AI landscape intensifies even further. It's worth waiting to see who eventually ends up leading the AI arms race and how these technologies end up making an impact on the business world and society. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A wide view of an Apple store, showing the range of products the company Inc. (NASDAQ:AAPL) is a technology company. One of the most notable analyst calls on Tuesday, March 18, was for Apple Inc. Evercore ISI reiterated the stock as 'Outperform' and raised its price target on the stock to $275 per share from $260. According to the analysts, Apple is positioned to remain a 'tech staple' and obtain the benefits of the artificial intelligence boom. It also has the potential to boost gross margins through product mix, pricing strategies, as well as the impact of stock buybacks. The firm further said that Apple is poised to capitalize on artificial intelligence (AI) monetization without the need to invest heavily in graphics processing units (GPUs). 'AAPL remains positioned to sustain mid-single digit sales and low/mid-teens FCF & EPS growth over next several years with less volatility & high consistency.' Overall, AAPL ranks 5th on our list of high-flying AI stocks to watch today. While we acknowledge the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AAPL but that trades at less than 5 times its earnings, check out our report about the . 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.
