$NVIDIA (NVDA.US)$ is widening the R&D gap with its closest competitor. Annualizing last quarter's R&D spend, NVDA is investing now almost at twice the level of $Advanced Micro Devices (AMD.US)$ . And the latter will have to split R&D between GPUs, CPUs and FPGAs, whereas NVDA can fully focus on building out the AI stack.
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Cantor Fitzgerald today lowered its price target on Amazon $Amazon (AMZN.US)$ to $210 down from $230 while maintaining its Overweight rating
Cantor Fitzgerald raised its price target on Facebook $Meta Platforms (META.US)$ to $670 up from $660 while maintaining its Overweight rating
Keybanc raised its price target on Facebook $Meta Platforms (META.US)$ to $655 up from $560 while maintaining its Overweight rating
BMO Capital lowered its price target on Google $Alphabet-A (GOOGL.US)$ to $215 down f...
Cantor Fitzgerald raised its price target on Facebook $Meta Platforms (META.US)$ to $670 up from $660 while maintaining its Overweight rating
Keybanc raised its price target on Facebook $Meta Platforms (META.US)$ to $655 up from $560 while maintaining its Overweight rating
BMO Capital lowered its price target on Google $Alphabet-A (GOOGL.US)$ to $215 down f...
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$Tesla (TSLA.US)$Robotaxi Day is scheduled for October 10 at 10:00 PM ET /October 11 at 10:00 AM SGT /October 11 at 12:00 AM AEST. Subscribe to join the live NOW!
This event will reveal Tesla's most anticipated robotaxi plans and designs. Elon Musk tweeted, with the title, "We, Robot" that it would be "one for the history books."
While you grab your spot, dive into our fun guessing game with prizes just for mooers!
![]()
How to Play:
1. Leave Your Predictions: What themes or product...
This event will reveal Tesla's most anticipated robotaxi plans and designs. Elon Musk tweeted, with the title, "We, Robot" that it would be "one for the history books."
While you grab your spot, dive into our fun guessing game with prizes just for mooers!
1. Leave Your Predictions: What themes or product...
Tesla Robotaxi Day
Oct 10 21:00
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$NVIDIA (NVDA.US)$ Blackwell production revenue in 1Q25 may surpass Hopper - Morgan Stanley
NVIDIA CEO Jensen Huang said in an interview with CNBC that demand for the company's next-generation artificial intelligence chip Blackwell is "insane". Mr Huang said, "Everybody wants to have the most and everybody wants to be first."...while Taiwan semi supply chain is fulfilling the growing chip demand: According to our checks of the GPU testing supply chain, Blackwell chip output should be around 2...
NVIDIA CEO Jensen Huang said in an interview with CNBC that demand for the company's next-generation artificial intelligence chip Blackwell is "insane". Mr Huang said, "Everybody wants to have the most and everybody wants to be first."...while Taiwan semi supply chain is fulfilling the growing chip demand: According to our checks of the GPU testing supply chain, Blackwell chip output should be around 2...
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In the midst of this China rally, which undervalued gems are still catching your fancy for some sky-high growth potential? Are we too late into entering the market? Or are we just getting started... Let's hear your thoughts and drop some ticker symbols you're digging into!![]()
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$Alibaba (BABA.US)$ $JD.com (JD.US)$ $Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ $PDD Holdings (PDD.US)$
$Alibaba (BABA.US)$ $JD.com (JD.US)$ $Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ $PDD Holdings (PDD.US)$
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The Semiconductor Value Chain
We have just updated one of our most acclaimed infographics, mapping out how 100+ companies such as $NVIDIA (NVDA.US)$ , $ASML Holding (ASML.US)$ , and $Arm Holdings (ARM.US)$ fit into the semiconductor ecosystem:
We have just updated one of our most acclaimed infographics, mapping out how 100+ companies such as $NVIDIA (NVDA.US)$ , $ASML Holding (ASML.US)$ , and $Arm Holdings (ARM.US)$ fit into the semiconductor ecosystem:
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The Hang Seng Index (Hong Kong’s market index) ended the week up 13.1% and reached its highest level since last July, and the Hang Seng Technology Index ended the week up 20.2%. Of course the driving force of this surge came from favorable policies from the Mainland (in fact, most of the optimism in the American and European stock markets came from this.) However it just seems like every time the stock market opens it just gains and the gain onl...
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$Micron Technology (MU.US)$
Analyst Comments: "Despite increasing macro (softer PC, phone demand) headwinds, MU was able to deliver beat/raise results on the back of solid data center demand, including continued growth in its AI-levered high-bandwidth memory (HBM) sales. Further, management reiterated their call for a record FY25E, raised HBM market TAM to $25bn+ from $20bn with strong pricing/share visibility."
"The critical metric...
Analyst Comments: "Despite increasing macro (softer PC, phone demand) headwinds, MU was able to deliver beat/raise results on the back of solid data center demand, including continued growth in its AI-levered high-bandwidth memory (HBM) sales. Further, management reiterated their call for a record FY25E, raised HBM market TAM to $25bn+ from $20bn with strong pricing/share visibility."
"The critical metric...
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Rockyturki
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Hi, Mooers! 📣📣📣
Welcome to our Community Highlight Roundup!
The Fed's recent decisive 50bp rate cut has sparked lively discussions, with investors rethinking their investment strategies and the potential impacts on market trends. We've also gathered some insightful perspectives from our mooers.
But first, let's take a look at the poll results.👀 Curious about how mooers think the rate cut will influence the market?
"Th...
Welcome to our Community Highlight Roundup!
The Fed's recent decisive 50bp rate cut has sparked lively discussions, with investors rethinking their investment strategies and the potential impacts on market trends. We've also gathered some insightful perspectives from our mooers.
But first, let's take a look at the poll results.👀 Curious about how mooers think the rate cut will influence the market?
"Th...
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Rockyturki
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Warren Buffett and Berkshire Hathaway $Berkshire Hathaway-B (BRK.B.US)$ filed for its sale of another ~22.3M shares of Bank of America $Bank of America (BAC.US)$ for ~$896.1M (Pre Tax)
That means total proceeds from share disposals since mid-July and dividends earned since 2011 have surpassed the $14.6 billion that the conglomerate spent to build its stake in the second-largest US bank - Bloomberg
That means total proceeds from share disposals since mid-July and dividends earned since 2011 have surpassed the $14.6 billion that the conglomerate spent to build its stake in the second-largest US bank - Bloomberg
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