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Symbol NVDA
Name NVIDIA Corporation
Currency USD
Sector Information Technology
IndustryGroup Semiconductors & Semiconductor Equipment
Industry Semiconductors & Semiconductor Equipment
Market NASDAQ Global Select
Country United States
State CA
City Santa Clara
Zipcode 95051
Website http://www.nvidia.com
Artificial intelligence is revolutionizing healthcare, primarily benefiting large pharmaceutical and biotech companies that possess the necessary resources and data. While smaller players face challenges, opportunities exist through collaborations and niche applications, potentially allowing them to leverage AI advancements. Notable examples include Roche's partnership with Nvidia for diagnostics and Novartis's AI Innovation Lab aimed at enhancing cancer therapies.
On November 14, 2024, major analysts provided insights on several prominent companies, including Nvidia, Netflix, Amazon, Microsoft, Tesla, Meta, and Campbell Soup. This analysis highlights the latest trends and expectations surrounding these key players in the market.
NVIDIA is set to report its Q3 2025 earnings on November 20, 2024, with expected revenue of $32.5 billion and gross margins around 74.4%. While the Data Center segment dominates, the Gaming and Professional Visualization segments are showing stable growth. Analysts have a 12-month price target average of $158.34, with 75% of IG clients anticipating a price rise.
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U.S. inflation rose to 2.6% in October, complicating the Federal Reserve's easing path as it exceeds the 2% target. Markets reacted mixed, with the S&P 500 and Dow slightly up, while Nasdaq fell. AMD announced layoffs of 1,000 workers to strengthen its AI chip position amid rising competition. As President-elect Trump prepares to take office, his potentially inflationary policies could challenge the Fed's plans for rate cuts, leading to a "higher for longer" interest rate environment.
UBS reports that while AI capital expenditures by major tech firms are rising, the return on investment remains limited, with monetization expected to improve post-2026. Adoption rates are increasing across various sectors, and UBS favors investing in big tech due to their financial strength and growth potential, despite existing risks like regulations and cybersecurity.
AMD will lay off approximately 1,000 employees, or 4% of its workforce, as it aligns resources with growth opportunities amid increasing AI competition. Despite strong performance against Intel in the x86 market, AMD faces challenges in the AI chip sector, lagging behind Nvidia. The company anticipates $5 billion in AI chip sales this year, while its stock has declined, contrasting with Nvidia's significant market gains.
The US Supreme Court appears poised for a narrow ruling in the Nvidia shareholder lawsuit concerning allegations of misleading investors about its reliance on crypto-mining revenue. During the hearing, justices expressed skepticism about the case's suitability for broad legal review, with Chief Justice John Roberts noting that both sides oversimplified the issues.
Telecommunications and energy sectors are leveraging AI to enhance performance and efficiency. Telcos are partnering with governments to develop sovereign AI, while utilities adopt smart grids and meters for better energy management. In retail, AI-driven systems optimize operations, and autonomous vehicles benefit from generative AI for improved safety and performance.
UBS has initiated coverage of Vertiv Holdings Co. (NYSE: VRT) with a Buy rating and a price target of $155, forecasting a 20% annual growth in earnings per share from 2024 to 2028, driven by strong data center demand. The company reported a 19% increase in organic sales and a 37% growth in orders for Q3, prompting analysts to raise their price targets. Additionally, Vertiv plans to expand its liquid cooling capacity significantly and has formed a strategic partnership with NVIDIA to enhance its offerings in power and cooling solutions.
As artificial intelligence drives technological progress, the energy demands of AI systems are becoming increasingly significant. This surge in demand may elevate the importance of uranium, a crucial element for nuclear energy generation. A new report explores how the AI boom could impact the uranium market and highlights three companies poised for potential growth.

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