πŸ“ˆ Nvidia Hype: Will The Balloon Pop? πŸšͺ Step Through the Infinite Door Portal 😲 The AI Graphic Design Revolution,

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πŸ€–Β AI And The Markets

Nvidia Stock Hype Is Out of Control: Here’s What Investors Need to Know β€” Yahoo Finance

β€œNvidia expectations have been steadily moving higher in recent weeks, and the investor debate appears centered on supply rather than demand,” Stifel analyst Ruben Roy pointed out. But, if Nvidia can’t make enough of its hot-in-demand AI chips that power large language models, then it probably can’t meet the ever-rising profit expectations of Wall Street. And if that’s the case, the Nvidia hype balloon may pop.

The AI Boom Will Power Two Big Stock Market Trades Over The Next Decade β€”Goldman Sachs – Insider

But whereas enablers, hyperscalers, and empowered users represent the early AI trade to hit the stock market, there’s a second, long-term AI trade that investors can still take advantage of, according to the note. –The bank put together a basket of “AI trade after the trade” stocks that are poised see surging corporate profits from labor productivity gains that are unlocked by the adoption of artificial intelligence technologies.

Nvidia: The AI Stock For Now, But These Are The Picks For Later, Says Goldman Sachs β€” Marketwatch

Investors have had months to focus on AI darlings such as Nvidia. In our call of the day, Goldman Sachs takes a look at stocks to trade after the big AI trade. A team led by strategists Ryan Hammond and David Kostin complied a basket of companies with the biggest potential long-term earnings per share boost from the impact of AI adoption on labor productivity.



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