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Search resuls for: "Nvidia wasn't"


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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's AI pathway is not as easy or open to profits as markets assume, says NYU's DamodaranAswath Damodoran, NYU Stern School of Business professor, joins 'Closing Bell' to discuss what happens now with equity markets, if the valuation for Nvidia wasn't as overstretched as initially thought, and how investors should view Nvidia's stock now.
Persons: NYU's, Damodoran Organizations: NYU Stern School of Business, Nvidia wasn't
Apple and Nvidia are "own, don't trade" stocks, so should they be kept as they are, or shrink down? First, let's address our idea of "own, don't trade" stocks. To main a diversified portfolio, we don't want any of our positions, even Apple, to get much bigger than 5-6%. That doesn't mean we don't love the name or no longer view it as an "own, don't trade," it simply means that while it is an "own, don't trade" we also still abide by the view that discipline trumps conviction (diversification and not don't be greedy being the two disciplines of focus in this case) and that overrides the own, don't trade mantra. When we say "don't trade" these two names, we stay invested in both and don't try to catch the next 10% move up or down.
Persons: Jim Cramer, Eli Lilly, Jennie, Nvidia —, Nvidia wasn't, Jim Cramer's, Jim, SeongJoon Cho Organizations: Nvidia, Broadcom, Costco, Apple, Federal Reserve, Jim Cramer's Charitable, CNBC, Apple Inc, Bloomberg, Getty Locations: Hanam, South Korea
Chip design firm Arm said in a Tuesday filing that Apple , Google parent Alphabet , Nvidia and other technology companies are interested in buying up to $735 million in its shares as it seeks to go public on Nasdaq. Chip foundry operators Intel , Samsung and TSMC are interested in investing alongside the three trillion-dollar technology companies, along with AMD and MediaTek, which make chip designs based on Arm architectures. In 2020, Nvidia announced plans to acquire Arm from SoftBank for $40 billion, but regulators in the U.S. and the U.K. pushed back. The fact that Nvidia wasn't able to buy Arm didn't stop Nvidia's co-founder and CEO Jensen Huang from talking up Arm during the chip-design company's IPO roadshow. WATCH: Portfolio manager discusses the investment risks around Arm's IPO
Persons: Chip, SoftBank, Nvidia's, Jensen Huang, Huang, Huang isn't, Rick Tsai Organizations: Apple, Google, Nvidia, Nasdaq, Intel, Samsung, AMD, Design Systems Locations: London, New York, SoftBank, U.S
Tenbagger stocks that have more upside ahead
  + stars: | 2023-09-02 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
There is just a handful of stocks that have sizeable upside expectations ahead after seeing a more than 1,000% compound return over the last decade. We then looked for stocks where there is more upside potentially ahead. These names also have average analyst price targets implying an upside of at least 20%. The average upside suggests shares could gain around 34% over the next 12 months. Analysts see a reprieve from its current selloff on the horizon, with the average price target signaling an upside of more than 56%.
Persons: Wall, Goldman Sachs, Toshiya Hari, Hari, it's, — CNBC's Michael Bloom, John Melloy Organizations: CNBC Pro, Nvidia, Semiconductor, AMD, ON Semiconductor, Enphase Energy
Mike Lippert's Baron Opportunity Fund has beaten 92% of peers over the last decade. In the AI space, Lippert said he's bullish on Microsoft, Nvidia, and Amazon going forward. So he leaned into positions where he saw the most opportunity over the long term, especially Microsoft and Nvidia. But success is nothing new for Lippert and the Baron Opportunity Fund. AI stocks Lippert is betting onDespite their big returns so far this year, Lippert continues to like Microsoft (MSFT) and Nvidia (NVDA) over the next three-to-five-year period.
Persons: Mike Lippert's, Lippert, he's, Mike Lippert, , we've, it's, We've, OpenAI Organizations: Fund, Microsoft, Nvidia, Baron Opportunity Fund, NVIDIA, Lippert, Google
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