Latest news with #GPU
Yahoo
2 days ago
- Business
- Yahoo
Mizuho's Top Analyst Sees Strong AI Upside in AMD Through 2025
July 3 - Mizuho Securities' top analyst Vijay Rakesh raised his price target on Advanced Micro Devices (NASDAQ:AMD) to $152 from $135, while maintaining a "Buy" rating. Rakesh pointed to robust AI traction and strong GPU demand as key drivers. He noted that AMD shares have climbed about 14% this year, including a roughly 60% surge over the past three months. Warning! GuruFocus has detected 3 Warning Signs with AMD. For the June quarter, Rakesh forecasts revenue of $7.40 billion but trimmed his EPS estimate to $0.47 from $0.68, slightly below the Street's $0.49. He left his full?year 2025 revenue outlook at $32 billion but cut EPS to $3.90 from $4.02. Looking further ahead, Rakesh lowered his 2026 EPS projection to $5.86 from $6.28, though this remains just above consensus of $5.81. He expects 2027 revenue to tick up modestly and kept EPS at $7.19. Rakesh highlighted the upcoming MI355X AI accelerator ramp in late 2025 as a potential catalyst. He also flagged ongoing software gaps that could limit AMD's ability to rival Nvidia (NVDA). Investors will watch whether AMD can translate AI momentum into sustained earnings growth. Based on the one year price targets offered by 40 analysts, the average target price for Advanced Micro Devices Inc is $132.14 with a high estimate of $200.00 and a low estimate of $95.00. The average target implies a downside of -4.19% from the current price of $137.91. Based on GuruFocus estimates, the estimated GF Value for Advanced Micro Devices Inc in one year is $167.94, suggesting a upside of +21.78% from the current price of $137.91. Gf value is Gurufocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. For deeper insights, visit the forecast page. This article first appeared on GuruFocus. 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
Globe and Mail
3 days ago
- Business
- Globe and Mail
Nvidia Corp: Rising Bullish Sentiment Could Signal a Pullback
Nvidia Corp (NVDA) (About (STA Research): Is a Canadian investment research company, consisting of Financial Professionals specializing in advanced stock research and analysis). Nvidia's stock has been on a steady rise since the stock bottomed in April, fueled by investor enthusiasm around artificial intelligence (AI), data centers, and the company's commanding lead in GPU technology. Today the stock has just reached a new record high, crossing over the $160 mark, as retail and institutional investors continue to open and add new positons. However, history and technical analysis suggest that such euphoric sentiment could be a contrarian red flag. Euphoria Can Mark the End of a Rally In financial markets, extreme bullishness often coincides with market tops. When nearly everyone is optimistic, it usually means the good news is already priced in. Nvidia's valuation has surged to levels that leave little margin for error. At these elevated prices, even a minor disappointment — in earnings, guidance, or macroeconomic signals — could trigger a sharp correction. Investor positioning reflects this. Options data and retail inflows show a crowded long trade, which historically tends to precede profit-taking, especially when fundamentals don't accelerate fast enough to keep pace with inflated expectations. Technical Indicators Point to Market Hesitation Beyond sentiment, technical analysis is flashing warning signs. The market currently shows uncertainty with a negative bias — a state in which buyers and sellers are indecisive, but bearish momentum is subtly gaining strength. This is evident in Nvidia's recent price action, marked by tightening trading ranges, waning volume on up days, and sharp reactions to intraday resistance levels. Most notably, a three-candlestick top reversal pattern has emerged on the daily chart — a classic bearish signal. This pattern typically forms at the end of an uptrend and often precedes a reversal in price. The setup consists of a strong upward candle, followed by a small-bodied candle indicating indecision (a doji or spinning top), and capped off with a bearish engulfing or downward candle that closes below the previous two. This signals fading bullish momentum and the emergence of stronger selling pressure. Lack of Consensus, But Bearish Tone Rising Adding to the case for caution is the evident lack of consensus among traders. While long-term bulls remain optimistic on Nvidia's fundamentals, short-term traders are showing signs of retreat. Recent selling into strength, hesitant follow-through on breakouts, and increased short interest hint at growing doubts about the sustainability of the rally. Moreover, breadth in the semiconductor sector is narrowing, with fewer names participating in the upside. This divergence can be a leading indicator that a sector-wide pullback is looming. Peak Optimism Could Spell Reversal Nvidia's leadership in AI and chips is not in question, but the stock's parabolic run may have outpaced even its impressive fundamentals. When sentiment becomes overly bullish, the market often sets itself up for a reversal. Combined with bearish technical patterns and a shifting tone among traders, Nvidia's chart suggests caution may be warranted. Investors holding long positions should consider tightening stop-loss levels or locking in gains. Meanwhile, traders may see this as an opportunity to play a short-term pullback if bearish confirmation unfolds. In the markets, extreme optimism often sows the seeds of the next decline, of which Nvidia may possibly be at that inflection point.
Yahoo
4 days ago
- Business
- Yahoo
Server sales surged in Q1, driven by GPU demand
This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. GPU demand drove a record spike in server sales during the first three months of the year, according to IDC research published Thursday. The market shot up 134% year over year to $95.2 billion in Q1, marking the largest quarterly increase the analyst firm has recorded in 25 years. IDC expects the market to surge past $360 billion in 2025, which would indicate 45% growth compared with last year. As AI adoption ramped up in 2024, server sales increased 73.5% to $244 billion dollars, according to the firm's March market analysis. High-capacity GPU servers will make up roughly half the total market this year, according to IDC. 'The evolution from simple chatbots to reasoning models to agentic AI will require several orders of magnitude more processing capacity, especially for inferencing,' IDC Research VP Kuba Stolarski said in the report. As software providers add agentic automation to the growing menu of AI-based productivity tools, demand for traditional and accelerated compute resources is reshaping data centers, from massive cloud facilities to on-premises enterprise estates. Multibillion-dollar hyperscale infrastructure investments flooded hardware manufacturers with orders during the first quarter of the year. The three largest cloud providers — AWS, Microsoft and Google Cloud — poured $24 billion, $21 billion and $17 billion, respectively, into capital expenditures, primarily to boost data center capacity. Oracle's quarterly CapEx more than doubled year over year to $21.2 billion during the three months ending May 31. 'When we all of a sudden have higher CapEx, it means we are filling out data centers and we are buying components to build our computers,' Oracle CEO Safra Catz said during a June earnings call. Enterprise AI hardware orders rolled in, too, 'with good representation across key industry verticals, including web tech, financial services industry, manufacturing, media and entertainment, and education,' Dell Technologies Vice Chairman and COO Jeff Clarke said during a May earnings call. The company reported $6.3 billion in revenue for its server and networking segment, up 16% year over year for the three months ending May 2. Orders for AI servers surpassed $12 billion, eclipsing the entirety of shipments from the prior twelve months, Clarke said. Hewlett Packard Enterprise's server segment saw a 6% year-over-year server segment revenue boost to $4.1 billion, during the three months ending April 30. IDC expects the server market to triple in size over the next three years, the report said. Recommended Reading Nvidia lures all 4 major cloud hyperscalers with Blackwell 'superchip' 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
4 days ago
- Business
- Yahoo
Is Nvidia a Good Stock to Buy?
Tech giants are spending hundreds of billions of dollars in 2025 on AI infrastructure, with Nvidia capturing the lion's share through its dominant GPU technology. Nvidia's CUDA software platform creates significant switching costs that effectively lock customers into its ecosystem, providing a durable competitive advantage. Despite trading at 50 times earnings, Nvidia's growth and enduring moat justify the premium valuation. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) stands at the heart of the artificial intelligence (AI) boom. The company's powerful AI-enabling graphics processing units (GPUs) are essential for the incredible AI models reshaping business and society. While competitors are racing to close the gap, Nvidia's combination of cutting-edge hardware and indispensable CUDA platform will continue to give it a lasting edge. Companies across big tech are spending massive amounts upgrading existing data centers and building new ones to keep pace amid an AI arms race. The scale of the spending is mind-boggling. Just four companies -- Microsoft, Meta Platforms, Amazon, and Alphabet -- plan to spend well over $300 billion in capital expenditures this year alone. That's more than the GDP of 140 countries. It's also well over the inflation-adjusted $280 billion the U.S. government spent over 13 years to send Americans to the moon. Now, Nvidia is obviously not the sole beneficiary here, but it is the biggest. A significant chunk of that $300 billion will go toward purchasing Nvidia's uber-powerful AI chips. To be sure, a ton of them are needed to power these compute-hungry AI models running on servers in data centers the size of 70 football fields, like the one Meta is building in Louisiana. And they aren't cheap. Wall Street expects Nvidia's top line this year to come in just shy of $200 billion, a 54% increase from last year. Although Nvidia's technology continues to be well ahead of the competition, the company's rivals, especially Advanced Micro Devices, are gaining ground. It's unclear how long Nvidia can stay meaningfully ahead from a purely technical perspective. I do think it will be years at least, however. Nvidia has some major advantages: It can afford to outspend anyone in the field, and likely even more importantly, it continues to attract the best engineering talent. Hardware specifications are one thing, but the more enduring moat actually comes on the software side. Nvidia's CUDA platform is a foundational layer that programmers build on top of. CUDA serves as a backbone on which most of today's AI architecture is built. Many higher-level AI tools and platforms are designed to run specifically on CUDA. This creates a significant switching cost for customers. Moving to a rival chip isn't as simple as swapping hardware -- a customer needs to retrain its engineers or hire entirely new ones with different expertise, and overhaul much of their software and workflows. In practice, the time and expense required make switching a non-starter for most organizations. As a result, CUDA effectively "locks in" Nvidia's customers within its ecosystem and allows the company to command premium prices. Nvidia's competitors are definitely trying to unseat CUDA as the industry standard, but that's a difficult task. CUDA is too deeply ingrained in the industry. Perhaps a more disruptive threat could come from regulators who see the CUDA lock-in as a violation of antitrust laws, but despite a Department of Justice probe, it's unclear if this has any serious traction from U.S. regulators. Nvidia has proven its ability to innovate and maintain its edge. Despite fierce competition, there are few companies in my book with the vision that Nvidia has demonstrated, and I believe this, in combination with its technological prowess and CUDA lock-in, will allow Nvidia to continue to succeed. While the company's stock is far from cheap -- it currently trades around 50 times earnings -- I think its continued growth justifies the premium. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia 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 $697,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $939,655!* Now, it's worth noting Stock Advisor's total average return is 1,045% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 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. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Is Nvidia a Good Stock to Buy? was originally published by The Motley Fool 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
Business Upturn
5 days ago
- Business
- Business Upturn
Esports World Cup Foundation and Lenovo™ Partner to Power the Next Generation of Esports Champions
Business Wire India The Esports World Cup Foundation (EWCF) and Lenovo today announced a partnership to make Lenovo's Legion brand of gaming devices the Official PC & Gaming Hardware partner of the Esports World Cup 2025 (EWC). Lenovo Legion is the one of the world's leading gaming ecosystem brands, and will be bring its relentless commitment to innovation and performance to the global stage, empowering EWC athletes to compete at their highest level. This press release features multimedia. View the full release here: From training rooms to tournament zones, EWC athletes will be equipped with Lenovo Legion Towers, Lenovo Legion laptops, and peripherals – built for elite esports play with advanced thermal systems, high-performance silicon, high refresh-rate displays and low latency keyboards and mice that meet the demands of top-level competition. Key models such as the Legion Tower 7i and Legion Tower 5i will feature across the event's player infrastructure, delivering the reliability and power needed to perform under the intense pressure of elite competition. Designed for esports, both towers offer expansive I/O for a complete gaming setup and Legion Coldfront: Liquid cooling thermal solutions. The Legion Tower 7i boasts advanced cooling and an NVIDIA® GeForce RTX™ 5080 Desktop GPU for the extreme performance that top-tier esports athletes rely on, while the Legion Tower 5i pairs intelligent cooling with the RTX 5070 Ti Desktop GPU to deliver focused, winning gameplay. EWC will also feature Legion Pro 7i laptops to give attendees the full Lenovo Legion experience. Legion laptops untether elite-level gaming experiences from the desk, allowing gamers to win anywhere they find themselves in competition for the top spot with up to NVIDIA GeForce RTX 5090 Laptop GPUs and Legion Coldfront: Vapor thermal systems, allowing the laptop to deliver up to 250W TDP that brings the most demanding games to life on the 16' PureSight OLED display. 'We're building the Esports World Cup to set a new global standard — in both competition and the technology behind it,' said Mohammed Al Nimer, Chief Commercial Officer at Esports World Cup Foundation. 'Lenovo's Legion brand understands what elite players need: speed, efficiency, and reliability under pressure. These machines deliver the competitive edge required on the world's biggest stage, and together we're pushing the limits of performance — while delivering an experience that meets the expectations of athletes, fans, and the future of global esports.' 'Lenovo Legion equips gamers around the world with outstanding devices to help them achieve their goals and reach their impossible,' said Volker Düring, VP, PC Gaming Business, Lenovo. 'The Esports World Cup is the ultimate forum for the world's best gamers to showcase their mettle and emerge at the top of the world leaderboards, and when the best gamers compete on Lenovo Legion devices, anything is possible.' As part of the partnership, Lenovo's Legion branding will appear across EWC's global broadcast, digital content, and onsite experiences, including fully equipped festival zones with PCs, gear, and laptops available for attendees to play on-site, helping drive deeper engagement with fans while highlighting the ecosystem that supports world-class gaming. Fans can expect exclusive content, player-focused storytelling, and digital activations across Lenovo Legion's social channels, offering an inside look at the road to victory – and the technology that powers it. Returning to Riyadh, Saudi Arabia, from July 7 to August 24, 2025, the Esports World Cup will unite global gaming communities for a celebration of esports culture. With 25 tournaments across 24 games, 2,000 elite players, and 200 Clubs from over 100 countries, the EWC will feature the largest prize pool in esports history, over $70 million. Fans can expect exclusive experiences, from high-stakes competition to live music, anime cafes, retro arcades, cosplay, and more, drawing millions of fans online and in person. To learn more about EWC, visit and follow Esports World Cup Foundation on LinkedIn. Explore Lenovo Legion's full lineup at About The Esports World Cup The Esports World Cup (EWC) is a premier annual sporting event and global celebration of competitive excellence and esports fandom. The competition features a unique cross-game format that pits the world's top esports clubs against one another for the largest prize pool in esports history. Returning to Riyadh, Saudi Arabia, in the summer of 2025, the EWC will bring gaming and esports communities together again to crown the next Esports World Cup Club Champion. About Lenovo Lenovo is a US$69 billion revenue global technology powerhouse, ranked #248 in the Fortune Global 500, and serving millions of customers every day in 180 markets. Focused on a bold vision to deliver Smarter Technology for All, Lenovo has built on its success as the world's largest PC company with a full-stack portfolio of AI-enabled, AI-ready, and AI-optimized devices (PCs, workstations, smartphones, tablets), infrastructure (server, storage, edge, high performance computing and software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, trustworthy, and smarter future for everyone, everywhere. Lenovo is listed on the Hong Kong stock exchange under Lenovo Group Limited (HKSE: 992) (ADR: LNVGY). To find out more visit and read about the latest news via our StoryHub. View source version on Disclaimer: The above press release comes to you under an arrangement with Business Wire India. Business Upturn take no editorial responsibility for the same. Ahmedabad Plane Crash
