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.
Meta to spend up to $65 billion this year to power AI goals, Zuckerberg says
Meta Platforms plans to spend as much as $65 billion this year to expand its AI infrastructure, CEO Mark Zuckerberg said on ...
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 ...
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.
Amazon (AMZN) Gets a Buy from D.A. Davidson
In a report released today, Gil Luria from D.A. Davidson maintained a Buy rating on Amazon (AMZN – Research Report). The company’s shares ...
Alphabet Has an Nvidia-Like Business. It Could Be Worth Hundreds of Billions.
Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access ...
The Express Tribune2h
Meta to spend up to $65 billion in 2025 for AI expansion
Industry-wide competition Meta’s announcement follows similar moves by industry rivals. Microsoft has committed $80 billion ...
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 ...
Jim Cramer Questions Nvidia's Trading Pattern Amid Positive TSMC Earnings And Biden's China Export Regulations
NVIDIA Corp. is facing renewed market scrutiny as Jim Cramer questioned the stock's trading pattern on Thursday, amid growing ...
Meta to spend up to $65 billion in 2025 to power AI goals, Zuckerberg says
CEO Mark Zuckerberg expects Meta's AI assistant — available across its services — to serve more than 1 billion people in 2025 ...
Morningstar9d
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 ...