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Miami Herald
07-08-2025
- Business
- Miami Herald
Nvidia tops list of veteran analyst's best stocks for rest of 2025
Wall Street's still bullish on AI, and Wedbush just named its five must-watch tech stocks to scoop up for the rest of 2025. Nvidia's (NVDA) was perhaps a no-brainer, with its mission-critical role as the engine behind nearly every noteworthy AI deployment. Don't miss the move: Subscribe to TheStreet's free daily newsletter But the other four? They spread their tentacles across multiple sectors and strategies, each offering something unique in what Wedbush calls the "golden age of tech." The common thread: They're all tied to the fast-evolving real-world scaling of AI. Image source: Chesnot/Getty Images Nvidia's the ultimate juggernaut in the AI realm, with a chokehold on the AI accelerator space and a pace of innovation that's second to none. Today, Nvidia controls north of 90% of the global AI accelerator market, led by the explosive demand for its H100 and H20 GPUs. Even with the escalating tensions between the U.S. and China, Nvidia managed to maintain export licenses, enabling it to cater to its Chinese clients. Related: Jim Cramer drops jaw-dropping price target on Palantir stock post-earnings Also, earlier this year, Nvidia crossed a $4 trillion market cap, a rare feat that's indicative of its critical role in every major cloud provider's AI strategy. Whether it's Amazon, Microsoft (MSFT) , or Google, they're all running Nvidia chips, for both model training and high-throughput inferencing. But hardware is just part of the story. Nvidia's real moat is arguably its robust software stack. CUDA, launched over a decade ago, has become the backbone for the bulk of AI development today. Add in cuDNN, TensorRT, and other optimized libraries, and the result is impeccable speed and developer efficiency. Its powerful new Blackwell architecture, successor to Hopper, adds next-level performance-per-watt, setting the stage for swifter large-language-model training with specialized tensor cores. Also, at the COMPUTEX event this year, CEO Jensen Huang doubled down. Nvidia will be involved in building a massive $500 billion worth of AI infrastructure in the U.S. over four years, while expanding its sovereign-cloud partnerships across Europe and the Middle East. Tech heavyweights are just a huge vote of confidence from the veteran analyst team at Wedbush. In a new note, popular tech analyst Daniel Ives and his team doubled down on their top five picks for the second half of 2025. These included Nvidia, Meta Platforms (META) , Microsoft, Palantir Technologies (PLTR) , and Tesla (TSLA) . The first four in particular, though, "paint a bullish story for the AI revolution." Related: Cathie Wood splurges $4.1 million on popular AI stock "The Street is still underestimating the AI-driven growth wave coming," Wedbush said, pointing to healthier Q2 earnings that effectively "validated" the bull case across the board. Palantir in particular killed it with a "blowout quarter," cementing its place as the "poster child" for AI's next phase. Wedbush believes the AI market is still in its early stages, and the firm is tracking $2 trillion in enterprise and government AI spending over the next three years. "We've barely scratched the surface of this fourth industrial revolution," Ives wrote, adding that tech leaders like Nvidia, Microsoft, Palantir, Meta, and Alphabet are setting new benchmarks. More News: Warren Buffett's stock sends louder signals than Berkshire's earnings beatVeteran analyst spots unexpected star in Apple's earnings reportNvidia avoids White House crackdown; Trump softens on AI giant Additionally, he talked about the strength in the broader software sector as the next big wave. As more companies move from AI experimentation to full-scale adoption, Wedbush sees the incredible momentum accelerating into year-end. Big tech's AI leaders stay hot, with one notable exception Nvidia is arguably the undisputed king in the AI momentum trade. The chipmaker is still climbing, up more than 31.72% year-to-date and a whopping 55.8% over the past three months alone. Investor optimism is centered around robust data-center demand and easing tensions between the U.S. and China. What's most surprising is that even with export-license delays and geopolitical pressure, institutions continue to pour into the AI behemoth. Meta Platforms isn't far behind. A strong Q2 showing triggered an 11% post-earnings jump, with revenue growth coming in at an impressive 22%. CEO Mark Zuckerberg's AI-led ad upgrades and ramp-up in AI hardware hiring have helped push the stock to roughly 31% higher YTD, and 30.43% over three months. Reality Labs continues to bleed cash, but the core business looks stronger than ever. Microsoft, now a $4 trillion club member, leans on its cloud giant Azure's mid-30% year-over-year growth and a deepening OpenAI partnership. Also, with Windows 10 support ending in October, a PC upgrade cycle looms. Also, a massive $80 billion AI infrastructure spend planned for 2025 could supercharge its lead. Consequently, the stock is up more than 25% YTD and 21% in three months. Palantir is perhaps the dark horse. It recently posted powerful Q2 results, where revenue surged 48% YOY to over $1 billion, and retail enthusiasm hasn't cooled off, either. Shares are up a staggering 128% YTD, including 58.45% over the past three months. EV giant Tesla, meanwhile, is the clear laggard, down 22.37% YTD, despite a short-term 20.5% bump in recent months. European EV sales have cratered, and CEO Elon Musk's political presence continues to stir the pot. Related: Morgan Stanley slaps eye-popping price target on Nvidia stock The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Arabian Post
14-07-2025
- Arabian Post
Open‑source digiKam add‑on sharpens AI handling in 8.7 release
digiKam's 8.7.0 update foregrounds artificial intelligence enhancements, integrating tools that tackle everyday pain points in photo management. Key features include bolstered facial recognition workflows, hardware‑accelerated processing, and a novel AI‑driven image auto‑rotation utility — moves that position digiKam as a free contender in the AI photo management space. Face recognition has undergone targeted refinement. The system now initiates automatic scans when a user confirms or tags a face, streamlining management through proactive detection. In cases of misidentification, rejected suggestions are retained by the software, enabling it to propose the next-best match — an increment in precision notably absent in prior versions. Under the surface, digiKam continues to leverage its cross‑validating KNN and SVM classifier ensemble, originally introduced in version 8.6.0, which now exhibits further acceleration and reduced false positives. The adoption of GPU acceleration marks another stride. Users can now verify compatibility and performance via a built‑in OpenCL/CUDA test in Settings, ensuring that pipelines such as face detection, resizing, and colour conversion tap into GPU performance where available. The update supports OpenCV's OpenCL layer and NVIDIA's cuDNN via CUDA. A toggle allows disabling GPU use if driver hiccups are suspected. Performance gains from GPU utilisation may significantly reduce processing times in extensive photo batches. ADVERTISEMENT Addressing a common hassle for event photography or mixed portraiture outputs, the new AI Auto‑Rotation tool analyses content and applies the correct orientation using deep‑learning techniques. Unlike earlier manual methods that rotated entire batches uniformly, this plugin scrutinises each frame for visual cues, autonomously rotating images with varied orientations — a major boon for photo collections with inconsistent metadata. Beyond AI, the release refines foundational components. The RAW engine Libraw is updated to the May 12, 2025 snapshot, extending compatibility to more than 1,260 camera models. ExifTool is upgraded to version 13.29 for more reliable metadata handling. The Qt framework jumps to 6.8.3 on Windows/Linux and 6.9.0 on macOS. The G'MIC‑Qt plug‑in, now at 3.5.0, gains a new 'Montage' layer‑mode filter via G'MIC Generic, improving stack editing and creative use cases. Stability improvements feature strongly: more than 240 bug fixes resolve issues in face workflow operations, memory leaks, installation across platforms, and database stability. The internationalisation effort reaches 61 interface languages, with documentation localised into 16 languages. Looking ahead, the developers preview ambitions beyond current enhancements. The October 2025 update may introduce AI‑assisted noise reduction and colour correction. Plans are also underway to implement natural‑language querying via large‑language models, facilitating intuitive database searches like 'sunset beach photos'. OpenCovering both fundamentals and future innovation, digiKam 8.7.0 builds solidity through stability and sharpens its AI edge without locking features behind a paywall. By delivering intelligent face management, GPU efficiency, and autonomous photo-orientation, it caters to enthusiast photographers and professionals alike, while maintaining zero-cost access across Linux, Windows, and macOS platforms. The update is available now for direct download, with cross‑platform packaging via AppImage, installers, and bundles.
