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DeepNewz, mobile.
People-sourced. AI-powered. Unbiased News.
Nvidia's market cap surged by $1.5 trillion following a strong AI quarter, with EPS up 617% YoY and AI mentions in earnings calls up by 186%. The AI-driven rally is expected to expand to power, commodities, and utilities beyond chipmakers, according to Bank of America.
A look at the two-year growth in market cap for the Street’s favorite AI chip stocks: $NVDA: $417B ➡️$2.36T $AVGO: $229B ➡️ $650B $AMD: $151B ➡️ $267B https://t.co/3O5lAcKLSD
#Nvidia has seen insane growth in last three quarters - from 101% to 206% to 265%, driven by AI GPUs. That acceleration could temporarily ease off as it transitions to Blackwell. It's releasing chips so fast that customers are switching their order to the next one... https://t.co/Ekynp9xMXm
A chip stock hedge if the AI trend cools off a bit following Nvidia's earnings https://t.co/QwVTuCUKP0