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☆ A $7.40 fee could ruin your next trip to Europe. Miss it and 'you won't board the plane,’ expert says
▼ + stars: | 2023-10-19 | by ( Greg Iacurci | ) www.cnbc.com time to read: +1 min

Americans will soon have to apply for a travel authorization to visit Europe — and failing to get one may ruin your next trip. The requirement, slated to start in 2024, currently applies to 30 European nations, including popular destinations like France, Germany, Greece, Italy, Portugal and Spain. Travelers must apply for the travel authorization via the European Travel Information and Authorisation System, or ETIAS, prior to their trip. The online application carries a non-refundable fee of 7 euros a person — or $7.40 at prevailing exchange rates as of 12 noon ET on Thursday. "If you forget to do it, you won't board the plane," said Sofia Markovich, a travel advisor and founder of Sofia's Travel.

Persons: Sofia Markovich Organizations: Europe —, European Travel, Finance, Sofia's Locations: Europe, France, Germany, Greece, Italy, Portugal, Spain, U.S

☆ Sam Altman says he can't rule out OpenAI making its own chips, as AI firms around the world scramble to get enough processors
▼ + stars: | 2023-10-18 | by ( Tom Carter | ) www.businessinsider.com time to read: +3 min

Sam Altman said OpenAI would "never rule out" building its own AI chips. The company is dealing with a global shortage in microprocessors vital for training AI. Reuters reported that OpenAI was considering developing its own chips in a break from Microsoft. AdvertisementAdvertisementSam Altman has said that OpenAI will "never rule out" building its own AI chips as it grapples with a global shortage of vital processors. AdvertisementAdvertisementReuters reported earlier this month that OpenAI was exploring making its own chips to power ChatGPT.

Persons: Sam Altman, OpenAI, —, Altman, I'd Organizations: Reuters, Microsoft, Service, Nvidia

☆ The 'ideal booking window' for holiday airfare is closing, economist says. 'Travelers are going to miss out'
▼ + stars: | 2023-10-13 | by ( Ana Teresa Solá | ) www.cnbc.com time to read: +3 min

D3sign | Moment | Getty ImagesIf you have yet to purchase your fall and winter holiday travel and are hoping for a bargain airfare, time is running out. "Travelers are going to miss out on the opportunity to save when they wait too long," said Hayley Berg, lead economist at Hopper. In early October, 85% of Hopper app users who intended to book holiday travel had yet to do so, according to a survey of 500 people. In the last few days before Christmas, travelers could see price jumps of about $40 a day, Hopper anticipates. Fares will likely become increasingly competitive as travelers wait, "judging by the number of people traveling this year," said Elizabeth Ayoola, a personal finance writer at NerdWallet.

Persons: Hayley Berg, Hopper, Berg, airfare, Elizabeth Ayoola Organizations: Travelers, Finance, Air, Getty

☆ Delta's quarterly profit tops estimates on booming international travel
▼ + stars: | 2023-10-12 | by ( Rajesh Kumar Singh | ) www.reuters.com time to read: +3 min

REUTERS/Andrew Kelly/File Photo Acquire Licensing RightsCHICAGO, Oct 12 (Reuters) - Delta Air Lines (DAL.N) on Thursday reported stronger-than-expected quarterly profit on strong international travel, but trimmed its full-year outlook due to higher fuel costs. In an interview, he said the demand for Delta's products remain "high" as its customers are in "a very healthy condition." Delta now expects adjusted earnings of $6 to $6.25 per share this year, compared with $6 to $7 per share estimated in July. In the December quarter, the airline expects adjusted earnings in the range of $1.05 to $1.30 per share. Ultra-low-cost carrier Spirit Airlines (SAVE.N) last month cut its profit outlook for the third quarter, citing "heightened promotional activity with steep discounting."

Persons: John F, Andrew Kelly, Ed Bastian, Delta, Stephen Trent, Hopper, airfare, Bastian, Rajesh Kumar Singh, Mehr Bedi, Jamie Freed, Arun Koyyur, Nick Zieminski Organizations: Delta Air Lines, Kennedy International Airport, REUTERS, Rights, Delta, U.S, Wall Street, Citi Research, Spirit Airlines, Frontier Airlines, Thomson Locations: Queens , New York City, U.S

☆ Disney World and Disneyland raise prices for passes and tickets
▼ + stars: | 2023-10-11 | by ( Laya Neelakandan | ) www.cnbc.com time to read: +2 min

It's about to get a bit more expensive to experience the magic of Walt Disney World and Disneyland. The parks are increasing a wide variety of prices for passes, effective immediately, including parking and annual passes. At Disneyland, that least expensive option will run you $104 — consistent since before the pandemic — and at Disney World it'll cost $109. At Disney World in Orlando, annual price passes jumped by nearly 10%, with the most expensive Incredi-Pass now selling for $1,449. Parking at the theme park will also rise by $5 to $30 total, but it's free for hotel guests.

Persons: Hopper Organizations: Walt Disney, Disney Locations: Anaheim , California, Orlando, Anaheim, California

☆ Stocks like Microsoft have more room to run, as analysts name their top fourth-quarter picks
▼ + stars: | 2023-10-07 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Wall Street analysts have issued their lists of top stocks for the fourth quarter, and a slate of familiar names made the cut. These companies are firing on all cylinders and have more room to run, they said. They include Nvidia , Microsoft, Boeing and T-Mobile. Microsoft Buy any dip in the tech giant's shares, Wells Fargo said earlier this week. In addition, Boeing is in a "premier position" with its jumbo jet manufacturing as the company maintains a large market share, the firm said.

Persons: Wells Fargo, Michael Turrin, ROY, Wells, Mobile Goldman Sachs, Brett Feldman, Feldman, Goldman, Ronald Epstein, AeroSystems, Epstein, Grace, Hopper, C27E, …, Goldman Sachs Organizations: CNBC, Nvidia, Microsoft, Boeing, Mobile, Sprint, Boeing Global, Bank of America, Mizuho, ~$

☆ Holiday shoppers are bracing for more financial strain this year. Here are 3 ways to prepare
▼ + stars: | 2023-10-04 | by ( Ana Teresa Solá | ) www.cnbc.com time to read: +2 min

To that point, many are already getting ahead of holiday expenses. Half of holiday shoppers plan to begin, or have already begun, making purchases before Halloween, according to Bankrate. "The fact that deals start early allows you to research the best options and spread out your cashflow," said Rossman. Overall, think through what your gift-giving budget should be ahead of time so it doesn't create a financial strain. 3 ways to get ahead of holiday spendingwatch now

Persons: David Paul Morris, Hopper, Hayley Berg, Carolyn McClanahan, who's Organizations: Bloomberg, Getty, CNBC, Amazon, Walmart, Planning Partners, CNBC's FA Locations: Jacksonville , Florida, CNBC's

☆ People are criticizing a major women-in-tech event, saying its jobs fair was dominated by pushy men
▼ + stars: | 2023-10-02 | by ( Lindsay Dodgson | ) www.businessinsider.com time to read: +6 min

People are criticizing a women's tech conference after it was flooded by men. AdvertisementAdvertisementA tech conference celebrating women and non-binary people in computer science sparked a backlash after people said it was dominated by men. "Instead of feeling inspired and energized, I feel drained and overwhelmed," one woman named Nandini Agarwal wrote, saying she waited in line for hours to get in. "Chaos was the word of the day," wrote a woman named Preeti Ladwa. Another woman named Nivrithi Garimella said left one line "due to unchecked men displaying aggressive behavior, ganging up to trample women completely."

Persons: Grace Hopper, —, Gabby, Lily Li, It's, Li, Nandini Agarwal, I've, Preeti Ladwa, Nivrithi Garimella, AnitaB, Bo Young Lee Organizations: Service, US Navy, AnitaB Locations: Computing, Orlando

☆ A.I. Excels at Making Bad Art. Can an Artist Teach It to Create Something Good?
▼ + stars: | 2023-09-22 | by ( Zachary Small | ) www.nytimes.com time to read: +15 min

“Is It Good Enough to Fool My Gallerist?” David Salle, one of America’s most thoughtful painters, hoped an A.I. “We are sending the machine to art school,” Salle quipped, before expounding on the principles of light, shadow, depth and volume that good painting requires. Safe to say that nobody would mistake this image for a Salle painting. Salle’s style has changed over the years, which made capturing his essence a little more challenging for an algorithm. Put through the blender of a machine, Salle’s art becomes a remix: a pastiche of pastiches.

Persons: ” David Salle, David Salle, ” Salle, wisps, ”, —, Justin Kaneps, Danika Laszuk, Grant Davis, Ben Lerner, “, David Salle ”, Hillary Clinton doppelgänger, Edward Hopper … …, Giorgio de Chirico, Bernini, Salle, Salle’s, Sarah French, ” Davis, David, John Baldessari, Peter Arno, Richard Prince, Cindy Sherman, Alex Katz, Katz, Jackson Pollock, Davis, … …, …, tutus, Barbara Gladstone, Arno, shrugged Organizations: The New York Times, New York Times, Whitney Museum of American Art, Betaworks, ” Salle, California Institute of, Arts, New Yorker, Salle Locations: ” Salle, ”, Seoul

☆ Republicans leave Ukraine, weed, crypto in limbo
▼ + stars: | 2023-09-21 | by ( ) www.reuters.com time to read: +2 min

U.S. House Speaker Kevin McCarthy speaks with reporters at the U.S. Capitol in Washington, U.S. September 20, 2023. REUTERS/Jonathan Ernst Acquire Licensing RightsNEW YORK, Sept 21 (Reuters Breakingviews) - Legislative casualties of U.S. Congress’s budget fight are emerging. His caving to extreme members of the party augurs poorly for measures like Ukraine aid and cannabis banking. Republicans including Representative Matt Gaetz and Representative Andy Biggs have already denied calls for new Ukraine aid. By siding with further-right members, McCarthy gives them more power to hold the line.

Persons: Kevin McCarthy, Jonathan Ernst, Joe Biden, Biden, McCarthy, Matt Gaetz, Andy Biggs, Ben Winck, Bernie Sanders’s, Lauren Silva Laughlin, Sharon Lam Organizations: U.S, Capitol, REUTERS, Reuters, Republican, Wednesday, Banking, X, Thomson Locations: Washington , U.S, U.S, Ukraine, Washington

☆ Delta SkyMiles Platinum American Express Card Review
▼ + stars: | 2023-09-20 | by ( Ben Luthi | ) www.wsj.com time to read: +8 min

By Ben LuthiThe Delta SkyMiles® Platinum American Express Card offers a sign up bonus and annual benefits that could earn cardholders several free flights a year. But if you’re a loyal Delta customer and want a better experience every time you fly, the Delta SkyMiles Platinum can be a solid choice. The Delta SkyMiles Platinum has a $250 annual fee, and depending on how you use the card, it’s possible to offset that cost with rewards alone. Starting in 2024, for each $20 you spend on the card, SkyMiles Platinum cardholders will earn 1 medallion qualifying dollar, or MQD. Methodology: How we evaluated the Delta SkyMiles Platinum American Express CardTo choose Buy Side from WSJ’s Best Airline Cards, we compared 23 credit cards from 10 major domestic airlines.

Persons: Ben Luthi, Hopper, You’ll, that’ll, you’ll, you’re Organizations: Express Card, Delta, U.S, delta.com, TSA PreCheck, ., Delta SkyMiles, American, Capital, Venture Locations: U.S, Delta

☆ Many older Americans who will need long-term care won't be able to afford insurance
▼ + stars: | 2023-09-16 | by ( Eva Rothenberg | ) edition.cnn.com time to read: +6 min

“Living a long life is something that many of us want and could get,” said Jesse Slome, executive director of the American Association for Long-Term Care Insurance, an insurance education group. “But when we live a long life, the chances of us needing long-term care increase exponentially. Insurance is an option for someLong-term care insurance, a very niche and complex market, has traditionally been an option for those able to buy policies, but it is far from the norm. “The population of seniors who buy long-term care insurance constitutes a segment of the population who are healthier and their longevity is likely different than the nation as a whole,” said Slome. “Our concern is that … it will get even more expensive for those who have had the modest resources to access long-term care insurance to be able to afford it,” she noted.

Persons: ”, Jesse Slome, Jason Hopper, Ramsey Alwin Organizations: CNN, American Association for, Care Insurance, of Health, Human Services, Insurance, HHS, National Council, Aging, Washington Locations: United States, American, Washington, Pennsylvania, California, New York

☆ Airline ticket prices will be cheaper in the fall compared to the summer
▼ + stars: | 2023-09-13 | by ( Nathaniel Meyersohn | ) edition.cnn.com time to read: +3 min

But don’t worry if you missed out — falling ticket prices could make fall the better time to fly. Airfare to top international destinations will drop in the fall as well, with prices to Europe down 31% from summer peaks — nearly $330 off ticket prices. Known as “shoulder season,” airfare typically drops in the fall as demand cools off after the busy summer months. The three major US international airlines — American, Delta and United — all saw a surge in international traffic in recent months and added additional service to meet demand. One factor that could cause ticket prices to increase, however, is rising fuel prices.

Persons: ”, Hopper Organizations: New, New York CNN, Spirit Airlines, —, Federal, “, Frontier Airlines, American Airlines, Labor Locations: New York, Europe, Hopper, Delta, United, America

☆ American Airlines, Spirit Airlines cut summer profit forecast on higher costs
▼ + stars: | 2023-09-13 | by ( Leslie Josephs | ) www.cnbc.com time to read: +1 min

An American Airlines plane sits at the gate at Ronald Reagan Washington National Airport (DCA) in Arlington, Virginia on february 23, 2023American Airlines and Spirit Airlines on Wednesday joined other carriers in warning that higher costs will hit profits during the bustling summer quarter. The carrier halved its operating margin from a forecast earlier this summer to 4% to 5%. Spirit Airlines expects negative margins of as much as 15.5% in the three months ending Sept. 30, down from an earlier estimate of -5.5% to -7.5%. Airlines have lost the pricing power they commanded last summer when capacity was more constrained coming out of the pandemic, even though demand has been strong. Southwest Airlines and Alaska Airlines cut their third-quarter forecasts earlier this month.

Persons: Ronald Reagan, Hopper Organizations: American Airlines, Ronald Reagan Washington National Airport, Airlines and Spirit Airlines, Wednesday, Spirit Airlines, Airlines, Southwest Airlines, Alaska Airlines Locations: Ronald Reagan Washington, Arlington , Virginia

REUTERS/Dado Ruvic/Illustration/File Photo Acquire Licensing RightsBENGALURU, Sept 8 (Reuters) - U.S. chip firm Nvidia and telecom-to-retail giant Reliance on Friday announced an AI partnership to create language models, generative apps and a cloud infrastructure platform for AI development in the South Asian nation. "Reliance will create AI applications and services for their 450 million Jio (telecom) customers and provide energy-efficient AI infrastructure to scientists, developers and startups across India," Nvidia said. Nvidia globally has a near-monopoly on the computing systems used to power services like ChatGPT, OpenAI's blockbuster generative AI chatbot. Reliance said the new AI infrastructure will speed up a range of India's key AI projects, including chatbots, drug discovery, and climate research. Separately, India's Tata Group too is set to announce an AI partnership with Nvidia later during Friday, a source with direct knowledge of the matter told Reuters.

Persons: Dado Ruvic, Mukesh Ambani, Grace Hopper Superchip, Reliance, Neil Shah, Munsif, Aditya Kalra, Sharon Singleton, Kim Coghill, David Evans Organizations: NVIDIA, REUTERS, Rights, Nvidia, Reliance, Counterpoint Research, Reuters, India's Tata Group, Thomson Locations: India, Bengaluru, Dhwani Pandya, Mumbai, New Delhi

☆ How private equity giants like Apollo and EQT are using the cloud to improve dealmaking, boost portfolio companies, and tap into AI
▼ + stars: | 2023-09-05 | by ( Bianca Chan | ) www.businessinsider.com time to read: +5 min

Here's how Apollo and EQT use Google Cloud to improve themselves and their portfolio companies. The cloud represents big cost savings and efficiency gains among portfolio companies; for example, buyout firm THL migrated one of its portfolio companies to the cloud to save 50% on annual IT infrastructure costs. PE firms benefit from having their data — and their portfolio companies' data — in one place to gain better business insights and check out opportunities. Using cloud to improve portfolio companies and investment firms themselvesBoosting employee productivity with the cloud and AI is top of mind for Apollo's Mahidhar. Google Cloud's tech talent has also helped Swedish PE giant EQT speed up cloud projects among portfolio companies.

Persons: Vikram Mahidhar, THL, Mahidhar, Carl, Magnus Hallberg, execs, Adaire Fox, Martin, Hallberg, Apollo's Mahidhar, it's, —, Zac Maufe, Maufe, it'll, Fox Organizations: Apollo Global Management, Apollo, Google, KKR Locations: EQT, Swedish

☆ Why you might need to start booking your 2024 summer vacation now
▼ + stars: | 2023-09-01 | by ( Blane Bachelor | ) edition.cnn.com time to read: +10 min

But according to some industry experts, it’s not too early to start thinking about – and perhaps even booking – next year’s trip. But Keyes generally advises travelers not to necessarily hit that purchase button as soon as an airline opens up a flight for booking. “While it’s relatively common knowledge that last-minute fares are expensive, what’s far less known is that it’s also possible to book flights too early,” he says. From the hospitality industry perspective, advance booking can help hoteliers and other businesses adjust staffing, pricing and other factors to offer a better experience. While Cabutti of JW Marriott Venice Resort & Spa acknowledges that “the early booking trend results in higher room rates,” it also enables businesses to better meet guests’ needs.

Persons: it’s, they’ve, ” Dino Triantafillou, Triantafillou, ” Triantafillou, Cristiano Cabutti, “ We’re, ” Cabutti, “, Stephanie Bias, Camp Aramoni, ”, ‘, Scott Keyes, ” Keyes, Keyes, Sally French, you’re Organizations: CNN, Labor, CNN Travel, Global, JW Marriott, Marriott, SDI, US State Department, Centers for Disease Control Locations: Italy, Tonica , Illinois, United States, Madrid, Santorini, Europe, Asia, Hopper’s, Saharan Africa, JW, Venice

☆ Remote work flexibility allows travelers to tap into lower prices, says Hopper's Hayley Berg
▼ + stars: | 2023-08-31 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRemote work flexibility allows travelers to tap into lower prices, says Hopper's Hayley BergHayley Berg, Hooper lead economist, joins 'Squawk Box' to discuss the latest travel trends, labor day travel demand, impact of remote work, and more.

Persons: Hopper's Hayley Berg Hayley Berg, Hooper

DGX Cloud — Nvidia's supercomputer and related software accessible via a web browser — is coming to Google Cloud, too. The company also announced plans to integrate AI into its Google Workspace and Google Cloud offerings through a program called Duet AI. The firm expects "Google Cloud to remain a key driver of [the company's] top-line growth and margin improvement." As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Thomas Kurian, CEO of Google Cloud, speaks at a cloud computing conference held by the company in 2019.

Persons: Jim Cramer, Jim, Grace Hopper Superchip, Thomas Kurian, Jim Cramer's, Michael Short Organizations: Nvidia, Google, Club, Broadcom, Microsoft, Oracle, Wall Street, JPMorgan, CNBC, Bloomberg, Getty

☆ The Best Juicers and Juice Machines for More Refreshing Mornings
▼ + stars: | 2023-08-29 | by ( Grace Elkus | ) www.wsj.com time to read: +19 min

The orange juice was also a little pulpy and separated overnight—a common occurrence with both centrifugal juicers we tested. Others you should know aboutGreat multiuse juicerKuvings’s 4-in-1 masticating juicer comes with attachments to make smoothies, sorbets and nut milks, too. Masticating juicers use a rotating, screw-shaped augur to crush and press fresh produce to extract juice, while centrifugal juicers rely on a high-speed spinning metal blade to pulverize produce into a mesh filter. Masticating juicers are slower and cost more, but often have higher yields and are therefore less wasteful (which we found to be true in our testing). Centrifugal juicers are faster and more powerful, but create foamier juice that’s more likely to separate.

Persons: Grace Elkus, you’re, Ariane Resnick, C.N.C, ”, Nama, it’s, we’re, juicer, Savory, It’s, I’ve, Amelia Rampe, Alexandra Shytsman, destemming, Masticating, “, Shytsman Organizations: Cold Press, Hurom, Hamilton, Food Network Locations: Brooklyn, New York City

☆ We are exiting one position and buying more of 4 stocks in this oversold market
▼ + stars: | 2023-08-28 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

We are exiting our position in Advanced Micro Devices (AMD) Monday, selling 265 shares, at roughly $102.35 apiece. This is consistent with the S & P Oscillator reading that the market is oversold (minus 5.25%) as of Friday's close. Estee Lauder With our purchase of Estee Lauder, we are upgrading shares back to a 1. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. An Estee Lauder pop-up store is seen inside daimaru Department Store on Nanjing Road Pedestrian street in Shanghai, China, August 6, 2021.

Persons: Estee Lauder, Jim Cramer's, Hopper, We've, Bob Iger, Jim Cramer, Jim Organizations: Micro Devices, Disney, GE Healthcare, Starbucks, Devices, Broadcom, AMD, ARM, Nvidia, VMware, Management, Jim Cramer's Charitable, CNBC, daimaru, Getty Locations: China, North America, Nanjing, Shanghai

At the time of her birth, abortion was illegal. Ms. Hopper did not return a call for comment this week. But she told her story in an online video posted by Protect Life Michigan, an anti-abortion advocacy group. According to Ms. Hopper, her mother sought medical care at a clinic in central Florida in 1955 because of bleeding and other complications. A nurse helped take Ms. Hopper to a hospital in Lakeland, Fla., where she survived several bouts of pneumonia.

Persons: Hopper’s, Hopper, “, Ms, ” Organizations: Protect Life Locations: Protect Life Michigan, Michigan’s Constitution, Florida, Lakeland, Fla

Here are three major reasons why Nvidia stock — which has amore than tripled so far in 2023 — has not finished its climb, justifying our $600-per-share price target. That's because Wall Street's earnings estimates have been revised much higher than Nvidia stock's more-than-3% post-earnings gain. A forward price-to-earnings (P/E) ratio is calculated by dividing a company's stock price by its annual earnings-per-share (EPS). Using Thursday's midday price of roughly $486 per share, Nvidia stock trades at a 46.6 P/E, based on fiscal year 2024 estimates. That makes Nvidia's stock rally largely an earnings-driven story, not an ascent rooted in multiple expansion.

Persons: Nvidia's, —, Wall, Jensen Huang, Huang, Colette Kress, Grace Hopper Superchip, Jim Cramer's, Jim Cramer, Jim, Justin Sullivan Organizations: Nvidia, Micro Devices, Intel, Microsoft, Oracle, Consumer, IDC, Broadcom, AMD, Jim Cramer's Charitable, CNBC Locations: Wednesday's, Santa Clara , California

And that $1 trillion of data centers is in the process of transitioning into accelerated computing and generative AI. Additionally, Nvidia announced AI-ready servers to support the VMware Private AI Foundation and help businesses customize and deploy generative AI applications using their proprietary data. Shares of AMD have also surged higher in this year's AI trade, though the role the company plays in the field is less clear. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Jensen Huang, Huang, ChatGPT, Nvidia's Huang, It's, We've, Grace Hopper Superchip, it's, hyperscalers, Jim Cramer, Jim, Eduardo MunozAlvarez Organizations: Broadcom, Jim Cramer's Charitable Trust, Devices, AMD, Moore's, Microsoft, Broadcom's, VMWare, VMware, Nvidia, AI Foundation, U.S . Federal Trade Commission, Intel, Tower Semiconductor, ARM, CNBC, View, Getty Locations: China

☆ Rosenblatt raises its Nvidia price target to a Wall Street high, sees the stock more than doubling
▼ + stars: | 2023-08-24 | by ( Hakyung Kim | ) www.cnbc.com time to read: +1 min

The firm raised its price target from $800 to $1,100 — a new high among Wall Street analysts — after the chipmaker beat second-quarter estimates and issue optimistic guidance. Rosenblatt had already hiked its price target heading into this week . The new price target implies more than 133% upside from Wednesday's close. Analyst Hans Mosemann described Nvidia's AI growth story as "the mother of all cycles." However, he forecasts constraints lifting in 2025, which would then raise the company's earnings per share power to a degree not reflected in the current valuation — and justifying the price target increase.

Persons: Rosenblatt, —, Hans Mosemann, Mosemann, Hopper, L40S, Michael Bloom Organizations: Wall Street, Nvidia

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