Nvidia's 'dangerous' level of A.I. hype splits analysts
At the chipmaker's current stock price, revenue may need to jump 20% a year for the next two decades just to reward investors.
Source: fortune.com
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Nvidia Stock Is on Fire, But How Long Will That Last? | Chief Investment Officer
Amid AI-mania, its dazzling earnings report further buoys the shares, and invites skepticism.
Source: ai-cio.com
Nvidia's A.I.-fueled profit beat has investors cheering—but a deeper analysis shows a valuation problem
Nvidia faces two headwinds caused by the "law of large numbers."
Source: fortune.com
Not everyone is hyping Nvidia earnings. Here's why one analyst says the chip maker is 'ridiculously' overvalued.
"Nvidia is the stock market's new Tesla, where the market blindly assigns a ridiculously high and unrealistic valuation," one veteran analyst says.
Source: yahoo.com
Goldman's short- and long-term winners of the A.I. boom
Goldman’s vice president of U.S. equity strategy, Ryan Hammond, believes an A.I.-enabled productivity and cost-cutting boom will boost corporate earnings.
Source: fortune.com