Monday at 1pm PST, Nvidia (NVDA) CEO Jensen Huang will be giving a keynote speech at the SAP Center in San Jose, CA on the future of Artificial Intelligence (AI). Obviously Huang is going to hype AI. The real question…
In “All Eyes On NVDA” I wrote that Nvidia’s quarterly report due out Wednesday afternoon would be the first big test of the idea that this is an “iPhone moment” for Artificial Intelligence (AI). Well: NVDA passed the test, exceeding…
The big event Monday is Oracle (ORCL) earnings after the close. The stock gapped up almost 5% at the open – and it was already at an all time high. The question is: Will ORCL report spectacular guidance like Nvidia…
The best stock recommendation I ever got was at an investors meetup in San Francisco about a decade ago. At the time I was infatuated with a stock called Ambarella (AMBA) which provided the chips for GoPro (GPRO) – which…
A trillion dollars of installed global data center infrastructure will transition from general purpose to accelerated computing as companies race to apply generative AI into every product, service and business process – NVDA CEO Jensen Huang, Press Release May 24…