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Riding Nvidia’s Wave: Other AI Stock Plays, Plus A Closer Look at its Valuation 5/25/23
FromTechCheck
Riding Nvidia’s Wave: Other AI Stock Plays, Plus A Closer Look at its Valuation 5/25/23
FromTechCheck
ratings:
Length:
8 minutes
Released:
May 25, 2023
Format:
Podcast episode
Description
Nvidia stock is surging today and nearing a trillion dollar valuation, driven by spiking demand for its AI GPUs. But there may be other ways to play that boom. Taiwan Semi manufactures Nvidia and other big tech companies’ chips, and Softbank-owned Arm helps companies bring AI chip design in-house, cutting out the middleman. The stock is actually cheaper now than it was yesterday, thanks to a “guidance for the ages.”
Released:
May 25, 2023
Format:
Podcast episode
Titles in the series (100)
Breaking Down the Russia-Ukraine Conflict, Finding Opportunities in the Valuation Reset & Lendistry CEO Everett Sands on Growing Small Businesses: Our anchors start today’s show breaking down the White House’s response to the Russia-Ukraine conflict with CNBC’s Ylan Mui. Then, Stifel Co-Head of Global Technology Cole Bader joins for a look at tech valuations resetting, and CNBC’s Kate Rooney reports on Bitcoin plunging over rate hike concerns and the ongoing uncertainty in Eastern Europe. Next, Wall Street Journal Markets Reporter Gunjan Banerji highlights the current surge in short sellers adding to their positions amid the Russia-Ukraine tensions, and NBC News Correspondent Erin McLaughlin reports on Russian President Vladimir Putin receiving legislative permission to deploy the country’s military. CNBC’s Frank Holland also reports on supply chain issues stemming from the conflict, and GGV Capital Managing Partner Jeff Richards offers insight on valuations and opportunities in softwa by TechCheck