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Going Into earnings, is Nvidia stock a buy, a sell, or fairly valued?

The AI Investing Pulse

Welcome to this week’s AIIP Newsletter —August 22nd, 2024

THIS WEEK’S AI STOCKS IDEAS

  • Palantir (PLTR), Taiwan Semiconductor (TSM), Arm Holdings (ARM) - Yahoo Finance

    Three AI companies to watch amid the tech stock sell-off

  • Aplhabet (GOOG) - Fool

    The best "Magnificent Seven" stock to buy right now, according to Wall Street.

  • Vertiv (VRTV) - Market Insider

    Some of the main winners of the AI boom will be stocks that are flying under the radar.

THE MARKET

INDEX

TICKER

WEEKLY

Nasdaq 100

QQQ

0.09%

S&P 500

SPY

0.57%

TOP AI STOCKS & ETFs

STOCKS & ETF

TICKER

WEEKLY

Cerence

CRNC

27.24%

BigBear Holdings

BBAI

25.58%

Global X AI & Tech ETF

AIQ

0.40%

Themes Generative AI ETF

WISE

0.28%

AI STOCKS & ETFs NEWS

  • Going Into earnings, is Nvidia stock a buy, a sell, or fairly valued? - Morningstar

    Nvidia's upcoming earnings report is creating uncertainty among investors, prompting questions about whether the stock is a good buy or fairly valued.

  • Analysts reset AMD stock outlooks after AI acquisition - TheStreet

    Analysts have revised their projections for AMD's stock following the company's recent acquisition in the AI sector.

  • How AI is used in healthcare - Fool

    Analysts highlight key players and emerging trends that could drive future growth in the region.

  • AMD's new game in town: US$4.9 billion bet to challenge Nvidia's AI dominance - DigiTimes

    AMD has expanded its capabilities in the data centre market with the acquisition of ZT Systems, enhancing its design and engineering resources.

AI STARTUPS

  • Cloud power: big tech's grip on AI and startups - Thequint

    The dominance of major tech firms in the AI landscape raises concerns about competition and innovation.

  • Chinese tech giants Alibaba and Tencent ramp up AI investments - Benzinga

    Chinese tech leaders are significantly increasing their investments in AI, with a notable surge in funding activities since 2020.

  • Sam Altman warned OpenAI will ‘steamroll’ AI startups - Fortune

    However, Eric Olsen, cofounder of an AI startup believes the future for AI startups is bright.

  • 2024 AI trends: from hype to essential - Data Science Central

    Emerging trends in AI are transitioning from mere hype to becoming indispensable tools across various industries.

  • Explaining an AI bubble burst and what it could mean - TechTarget

    The current discourse highlights the potential consequences of an AI bubble burst, emphasizing the economic and societal impacts such a shift could entail.

  • The rise of GPUs and the future of AI-driven architectures - Medium

    Interconnected systems can enhance data sharing and improve AI capabilities and have a transformative impact of network effects on AI.

OTHER

  • Chat GPT vs Google Gemini vs Meta AI vs Claude: Which reigns supreme?- Medium

    Insights into their strengths and weaknesses to determine which one stands out in terms of functionality and user experience.

  • Which tech professionals are actually adopting generative AI tools?- Dice

    The rise of generative AI tools is influencing various tech professions, highlighting a shift in how these professionals approach their work.

  • Big Tech wants AI to be regulated. Why do they oppose a California AI bill? - Reuters

    Major tech companies are advocating for AI regulation, yet they oppose a specific California bill due to concerns over its potential implications.