Nvidia rally: $591 billion in 4 days — a symptom of market vulnerability https://ymaho.com/nvidia-rally-591-billion-in-4-days-a-symptom-of-market-vulnerability
Nvidia shares surged by $591 billion in 4 days, but this hides a dangerous market concentration. Find out why the record growth is a signal of vulnerability, not strength. Read the analysis.
NVIDIA record revenue $81.6 billion: AI boom analysis and risks https://ymaho.com/nvidia-record-revenue-81-6-billion-ai-boom-analysis-and-risks
NVIDIA reported record revenue of $81.6 billion (+85%). We analyze the reasons for growth, hidden risks of customer concentration, margin decline, and stock forecast. Read details.
Nvidia shares hit all-time high: AI chips Rubin Ultra https://ymaho.com/nvidia-shares-hit-all-time-high-ai-chips-rubin-ultra
Nvidia shares rose 5% to $3.1 trillion after announcement of Rubin Ultra chips and Vera CPU. Analysis of drivers, risks, and forecast. Read more.
Nvidia stock drop of 8%: causes and analysis https://ymaho.com/nvidia-stock-drop-of-8-causes-and-analysis
Nvidia shares fell 8% after the report. Analysis of real reasons, impact on the AI market, forecasts and hidden factors. Read details.
NVIDIA shares rose 6.5%: insiders sell and reversal risks https://ymaho.com/nvidia-shares-rose-6-5-insiders-sell-and-reversal-risks
NVIDIA reported revenue of $81.62 billion, NVDA shares soared to $208.64. But insiders are actively selling. We analyze the risks of correction and the real picture. Read the analysis.
NVIDIA shares lead S&P 500 and semiconductor rally https://ymaho.com/nvidia-shares-lead-s-p-500-and-semiconductor-rally
NVIDIA shares led the S&P 500 rally amid a record surge in the SOX index. Analysis of the rally's causes, beneficiaries, and forecast for 30-90 days. Read details.
Physical AI in Medicine: Kawasaki, NVIDIA and Microsoft Create Robots for Hospitals https://ymaho.com/physical-ai-in-medicine-kawasaki-nvidia-and-microsoft-create-robots-for-hospitals
Kawasaki, NVIDIA and Microsoft have joined forces to create Physical AI in hospitals: robots for surgery, care and logistics. Analysis of risks and prospects. Learn how AI is changing medicine.
Correction of AI stocks: fall of Nvidia and Broadcom — reasons and forecasts https://ymaho.com/correction-of-ai-stocks-fall-of-nvidia-and-broadcom-reasons-and-forecasts
Analysis of the correction in the AI market: why Nvidia and Broadcom fell, what awaits sector stocks, analyst opinions and investor strategies. Read details.
Cerebras IPO at $185: Betting on Inference Against Nvidia https://ymaho.com/cerebras-ipo-at-185-betting-on-inference-against-nvidia
Cerebras raised IPO price to $185 amid 20x oversubscription. Find out why investors are betting on AI inference chips and what the risk is. Analysis.
Apple bought Rivos for $2.9 billion: a blow to Nvidia and Meta https://ymaho.com/apple-bought-rivos-for-2-9-billion-a-blow-to-nvidia-and-meta
Apple closed the deal to buy AI chip maker Rivos for $2.9 billion. Why this is a strategic blow to Nvidia and Meta — analysis of insights. Read the details.