The investment bank argues Nvidia is oversold, with the stock trading at a 2025 earnings multiple in the low 20s.
Nvidia's Jensen Huang explained the math of AI-cloud-computing ROI in a talk with Goldman Sachs' David Solomon.
There’s too much AI pessimism,” Mourad wrote. “AI (baskets) are cheap to year-to-date earnings trends, they may require fresh bad news to go down further, which we think is unlikely.” ...
Nvidia shares surged Wednesday after CEO Jensen Huang said the chipmaker is seeing "incredible" demand. “Everything is sold ...
In a wide ranging conversation with Goldman Sach's David Solomon, Nvidia CEO Jensen Huang addressed the potential of AI, Nvidia's business, and more.
Nvidia has been a bellwether in the artificial intelligence (AI) space thanks to its graphics processing units (GPUs) that ...
Nvidia stock was on track Friday to notch one of its best weeks of the year and recover most of its losses from previous ...
Nvidia may be the king in data center services, but one other player may emerge as a more lucrative opportunity in the long ...
We recently published a list of Must-See: Jim Cramer’s 10 Best Stock Picks for Investors Right Now. In this article, we are ...
Nvidia's sell-off began when the company's better-than-expected earnings print on Aug. 28 just wasn't good enough for Wall ...
Instead, we are going to just focus on a tiny little concept called margins. Goldman Sachs (GS) recently came out with their valuation model on NVDA and said it would be fairly valued in a range of ...
The Goldman Sachs Communacopia + Technology Conference 2024, held earlier this month, brought several significant updates on ...