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16.03.26 - 15:18
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Hightower’s Link Buying Netflix, Target, Broadcom Ahead of Nvidia Conference (24/7 Wall St.)
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Hightower's Stephanie Link isn't waiting for the all-clear. While much of the market watches geopolitical headlines, she's putting money to work in three names ahead of what she expects to be a pivotal week for AI sentiment. “I've been adding to Netflix and Target and Broadcom actually ahead of what I think is going to ... Hightower's Link Buying Netflix, Target, Broadcom Ahead of Nvidia Conference
The post Hightower's Link Buying Netflix, Target, Broadcom Ahead of Nvidia Conference appeared first on 24/7 Wall St.....
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16.03.26 - 14:18
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CoreWeave Keeps Stacking the Wins. Is Its 56% Discount Too Cheap to Ignore? (24/7 Wall St.)
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CoreWeave (NASDAQ:CRWV) has been a quintessential AI growth story, delivering specialized GPU cloud infrastructure that powered the sector's insatiable compute needs. Yet mounting worries about a ballooning debt load, persistent questions surrounding AI's long-term sustainability, and fears of circular financing — where suppliers like Nvidia (NASDAQ:NVDA) prop up demand for their own chips — quickly ... CoreWeave Keeps Stacking the Wins. Is Its 56% Discount Too Cheap to Ignore?
The post CoreWeave Keeps Stacking the Wins. Is Its 56% Discount Too Cheap to Ignore? appeared first on 24/7 Wall St.....
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16.03.26 - 14:12
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Nvidia: Event des Jahres – darauf kommt es jetzt an (Der Aktionaer)
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Ab diesem Montag ist San Jose der Nabel der Techwelt. Bis Donnerstag findet dort Nvidias Entwicklerkonferenz GTC statt, und die Investoren hoffen auf jede Menge Input und kursbewegende Informationen. Es wird höchste Zeit für positive News zu Rubin, Vera & Co, denn der Chart des KI-Champions bröckelt....
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