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01.05.26 - 20:24
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Nvidia schwächelt – BlackRock warnt vor KI-Trade (Der Aktionaer)
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Rekordstände beim Nasdaq – und ausgerechnet Nvidia schwächelt. Die Aktie hatte am Donnerstag rund 5 Prozent verloren und war unter 200 Dollar gerutscht. Auch heute pendelt der Kurs um dieses Niveau. Einen klaren Auslöser gibt es nicht. Stattdessen mehren sich unter anderem die Zweifel, ob der KI-Trade noch einmal so einfach läuft wie zuletzt....
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01.05.26 - 17:06
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Pentagon Finalizes Deal With Top AI Firms For National Security Work (ZeroHedge)
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Pentagon Finalizes Deal With Top AI Firms For National Security Work
The Department of War has finalized agreements with OpenAI, Google, SpaceX/xAI, Microsoft, Amazon, Nvidia, and Reflection AI to deploy AI tools in "classified settings." This means these tools will operate within secure government networks where sensitive or secret national security information is handled, according to The Wall Street Journal.
Anthropic's Claude had previously been one of the few AI tools available on Palantir's Maven platform. However, after the DoW labeled Anthropic a supply chain risk, the department pushed to broaden access to AI tools for top-secret work.
The deal with the seven AI companies to unleash these models for secret national-security work, such as intelligence reports, satellite imagery, drone feeds, signals data, battlefield updates, logistics data, or classified planning documents, merely reflects that Silicon Valley is coming around in supporting the DoD after years of rejecting ...
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01.05.26 - 16:12
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Live Nasdaq Composite: Tech Stocks Recapture Momentum in Swift Upward Swing (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Tech Deal 5 minutes ago Live Nebius Group (Nasdaq: NBIS) is planting its flag in the ... Live Nasdaq Composite: Tech Stocks Recapture Momentum in Swift Upward Swing...
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01.05.26 - 15:36
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ARTY Investors: Watch These 2 Signals Before the Next Quarter Ends (24/7 Wall St.)
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For investors who want exposure to the artificial intelligence buildout without trying to pick the next NVIDIA, the iShares Future AI & Tech ETF (NASDAQ:ARTY) pitches a single-ticket solution: spread chips across the entire AI value chain, from semiconductors to data center infrastructure to software. The fund tracks the NYSE FactSet Global Robotics and Artificial ... ARTY Investors: Watch These 2 Signals Before the Next Quarter Ends...
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01.05.26 - 15:06
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NVIDIA Trades 23% Below Analyst Price Targets Despite Rallying 20% This Month (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) currently trades around $208.27, while Wall Street's consensus price target sits at $268.61, leaving a gap of roughly 29% between where the stock currently trades and where analysts think the stock is going. NVIDIA designs the GPUs and networking fabric powering hyperscaler data centers, sovereign AI projects, and enterprise agent deployments. With a ... NVIDIA Trades 23% Below Analyst Price Targets Despite Rallying 20% This Month...
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01.05.26 - 13:30
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Got 1,000 To Invest? Nvidia vs AMD- Only One Deserves Your Money (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) closed the books on blockbuster quarters. NVIDIA posted $68.13 billion in Q4 FY2026 revenue on 73.21% growth. AMD followed with $10.27B and 34.1% YoY. Both ride the same AI wave, yet their businesses, margins, and customer mix tell very different stories. Blackwell Prints Cash. AMD Builds Breadth. NVIDIA's Data Center ... Got 1,000 To Invest? Nvidia vs AMD- Only One Deserves Your Money...
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01.05.26 - 12:06
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SanDisk’s Gross Margins Just Topped NVIDIA’s. Wall Street Sold Anyway. (24/7 Wall St.)
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Of everything SanDisk (NASDAQ:SNDK) said in its fiscal Q3 report, the real story is a paradox. They posted an adjusted gross margin of 78.4%, a level that sits above the 75.1% gross margin Wall Street expects NVIDIA (NASDAQ:NVDA) to post when it reports its fiscal Q1. And yet the stock fell roughly 6% after hours. ... SanDisk's Gross Margins Just Topped NVIDIA's. Wall Street Sold Anyway....
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