Nvidia’s toughest competition might just be Alphabet — but there’s a catch
One analyst says Alphabet has great chips, but doesn’t seem to be doing enough to pursue the massive market opportunity in AI hardware.
Alphabet price target raised to $200 from $190 at DA Davidson
DA Davidson analyst Gil Luria raised the firm’s price target on Alphabet (GOOGL) to $200 from $190 and keeps a Neutral rating on the shares.
Nvidia analysts are very bullish on the stock. But this holdout defends his cautious view.
The chip maker’s stock has surged in the year since D.A. Davidson’s Gil Luria began coverage with a neutral view. But he ...
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Zuckerberg says Meta is increasing AI spending to $65 billion in 2025 in a major AI push
Meta Platforms CEO Mark Zuckerberg revealed that the social network is planning to invest about $60 billion to $65 billion in ...
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How a Strategic Reserve Could Help Bitcoin Take Over the Monetary System | Gil Luria
Gil Luria, head of technology research at DA Davidson, discusses the evolution of Bitcoin over the past eleven years since his first report, emphasizing its significance as a technological ...
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Meta to spend up to $65 billion this year to power AI goals, Zuckerberg says
Meta: The company - among the top buyers of Nvidia's sought-after AI chips - aims to end the year with over 1.3 million ...
Alphabet Class A (GOOGL) Gets a Hold from D.A. Davidson
D.A. Davidson analyst Gil Luria maintained a Hold rating on Alphabet Class A (GOOGL – Research Report) today. The company’s shares closed ...
Here’s How Much Billionaires Like Musk Might Pay For TikTok U.S.
TikTok is difficult to value. Keeping those complications in mind, Forbes spoke with at least nine people and came up with ...
Morningstar3d
Tech is now betting on AI 'agents.' Will they boost stocks or take your job?
One of the loudest critics has been D.A. Davidson analyst Gil Luria, who has written in-depth notes about AI agents and their current financial opportunity in the software sector. When MarketWatch ...
Nvidia Surges Over 5% This Week, Analysts Predict $10 Trillion Market Cap
Nvidia's record revenue in Q3 2025 was $35.1 billion, up 17% from the prior quarter and 94% year over year. The segment, Data ...
Nvidia faces revenue threat from new U.S. AI chip export curbs, analysts say
Nvidia faces a significant revenue threat due to the latest U.S. export restrictions on artificial intelligence chips, ...
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Nvidia analysts are very bullish on the stock. But this holdout defends his cautious view.
The chip maker's stock has surged in the year since D.A. Davidson's Gil Luria began coverage with a neutral view. But he still thinks elements of his initial call have merit. D.A. Davidson analyst ...