NVDA Feb 2025 1760.000 put
- Yahoo Finance Video
How will Amazon compete in AI chips?
In tech, competition is key. It forces companies to work hard on unique values and products that offer solutions where their competitors fail. With Nvidia's (NVDA) rapid AI domination, it leaves one to wonder how Amazon (AMZN) will carve a space in this market. On Opening Bid with Yahoo Finance Executive Editor Brian Sozzi, Neuberger Berman senior research analyst Daniel Flax shares that the key for Amazon is 'bringing a level of differentiation,' both internally and through partnerships, like with Nvidia, Intel (INTC), and AMD (AMD). For full episodes of Opening Bid, watch on our website or listen on your favorite podcast platform.
- Yahoo Finance Video
Why this ETF fund is reducing its allocation of Nvidia
Qraft Technologies has decreased its allocation of Nvidia (NVDA) in its AI-enhanced US large-cap ETF (QRFT) from over 6% in May to just 0.7% in June. Qraft Technologies head of AI ETFs Weldon Rice joins Catalysts to discuss the reasons behind the move. Rice reiterates that Qraft is an AI investment technology company that uses AI to select stocks in its portfolios and changes its holdings every month. "What we've seen over the years with our ETFs, which are now over five years old, is that they tend to sometimes want to take profits in some of these stocks. And Nvidia is one that has had an unbelievable year to date and had a great May. So we feel that the AI model was thinking that it's a great time to take profits," he explains. For more expert insight and the latest market action, click here to watch this full episode of Catalysts. This post was written by Melanie Riehl
- Yahoo Finance Video
Dot-com bubble feels 'very similar' to today's environment
With Nvidia up over 154% year to date, Stifel managing director and chief equity strategist Barry Bannister joins Morning Brief to give insight into Nvidia's (NVDA) recent moves and how the tech giant reminds him of Cisco's (CSCO) performance during the dot-com bubble. "What happened with Cisco (CSCO) is, and same thing happened to Microsoft (MSFT), and Amgen (AMGN) and a number of other big cap stocks, is their PE multiple was too high and they earned into it over the course of the next 15 years. So the earnings went up dramatically, as was expected. This happened with the nifty 50 stocks in the early 70s. They earned very well, but their PE multiples were too high ... those companies had these mid-30s, 40-time multiples. They earned into it over the course of a decade," Bannister explains. He outlines the similarities between the dot-com bubble and the AI sector today: "But what we have today is extreme optimism on new technology. Then it was the internet, now it's AI. Narrow markets, increasingly narrow markets with a high valuation. Equity ownership was very high. And the day traders and all that. I'm just saying that you have to have been there 25 years ago to remember that it was a very similar feeling environment today." For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Nicholas Jacobino
