Gil Luria, D.A. Davidson managing director, joins 'Power Lunch' to discuss the firm's investing thesis on Nvidia and Apple.
Nvidia (NVDA -0.02%) has quickly ascended up the ranks to become the world's most valuable enterprise today. It sports a monster market cap of more than $4.32 trillion (as of Sept.
Oracle shares skyrocketed this week after posting first quarter earnings. We look at Oracle and Nvidia and whether investors should shift their focus in the widening artificial intelligence trade.
Nvidia Corp NVDA isn't just selling GPUs – it's playing a high-stakes chess game. By backing neo-cloud players like Nebius Group NV NBIS and CoreWeave Inc CRWV, the chipmaker is quietly controlling
It's no secret that investors betting on the future of AI are pouring money into NVIDIA NVDA stock. The powerful chips that NVDA is making are being utilized to run AI models.
The A.I. trade still has legs to run. Jenny Horne notes price target hikes in Oracle (ORCL) that helped continue its rally into Thursday.
D.A. Davidson analyst is keeping an eye on emerging competition for Nvidia but said AI computing demand is set to grow for years, and that should drive the stock higher.
Nvidia, widely considered the poster child for artificial intelligence (AI), received a notable upgrade on Wednesday as D.A. Davidson shifted its rating on the stock to buy from neutral.
Jim Cramer's record on growth and AI stocks has been stellar this year, with many delivering multibagger gains. That's partly due to the broader AI rally, but he certainly deserves the credit for poin
"We haven't seen a lack of liquidity," says Kevin Green. He kicks off Morning Movers with a look at this week's rally bucking historical seasonality trends in September, being fueled by Oracle (ORCL)
Company expects early 2026 rollout in EEA; physician portal combines Lumee™ oxygen monitoring with NVIDIA NeMo to deliver AI-driven clinical workflows
Nvidia (NVDA 3.91%) shares have been in a slump. The artificial intelligence (AI) leader had a strong fiscal 2026 second quarter, but the stock had already moved meaningfully higher in 2025.
Sarah Kunst, Managing Director at Cleo Capital, doubts Oracle's AI revenue promises, citing weak moats, reliance on DC ties, and unproven contracts, contrasting it with Nvidia and TSMC's unique edge.
Nvidia (NASDAQ: NVDA) has been absolutely crushing it since the artificial intelligence (AI) boom kicked off, reshaping the tech industry and proving that a $4 trillion market cap is more than possibl
Artificial intelligence investments are fueling a historic boom in tech, boosting both revenues and share prices to astronomical levels. Over the past several years, hundreds of billions of dollars ha
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