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Nvidia Stock Is 'Undervalued' Amid Booming AI Demand -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2633162899","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633162899?lang=en_us&edition=fundamental","pubTime":"2026-05-05 18:14","pubTimestamp":1777976040,"startTime":"0","endTime":"0","summary":"Nvidia stock was edging up early Tuesday. The chip maker's recent rally has stalled around the $200 level but there are still grounds to back the company ahead of its earnings.The shares were up 0.2% at $198.84 in premarket trading Tuesday. The stock finished broadly flat on Monday and is down 6.9% over the past five trading sessions.\"Nvidia has delivered breathtaking revenue growth over the past 12 quarters, and there is no evidence that this momentum will slow, since demand for AI is rising, not declining. Nvidia's stock is fairly valued, and arguably undervalued right now,\" said Julian Koski, chief investment officer at New Age Alpha.Wall Street generally backs the view Nvidia is undervalued, with an average price target of $269.82 according to a FactSet poll of analysts.Nvidia stock trades at a forward price-to-earnings ratio of around 22 times, compared with more than 40 times for its peer Advanced Micro Devices, which reports its earnings on Tuesday after the market 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Nscale Agree to Portugal Data Center Expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=2633070915","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633070915?lang=en_us&edition=fundamental","pubTime":"2026-05-05 18:04","pubTimestamp":1777975443,"startTime":"0","endTime":"0","summary":"Microsoft  and Nscale have agreed to expand their partnership on Portugal data infrastructure, Nscale said Tuesday.The companies will expand their collaboration on the Start Campus with more than 66,000 NVIDIA  Rubin GPUs, beginning in late 2027, the company said.The collaboration includes Nscale's additional investments of 230 million euros  in shared infrastructure and 465 million euros in a second 200 megawatt building at the SINES Data Campus in Portugal, the company 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expands collaboration with Nvidia, integrates Rev8 lidar across Jetson platform","url":"https://stock-news.laohu8.com/highlight/detail?id=2633157209","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633157209?lang=en_us&edition=fundamental","pubTime":"2026-05-05 18:02","pubTimestamp":1777975353,"startTime":"0","endTime":"0","summary":"Ouster integrated its Rev8 OS digital lidar sensors across NVIDIA Jetson platform, deepening collaboration with NVIDIA robotics ecosystem.Move adds dedicated JetPack plugins, including Isaac ROS support, to feed Rev8 point-cloud data into NVIDIA hardware-accelerated perception pipelines.Integration extends to NVIDIA Isaac Sim support for Rev8 sensor modeling, supporting synthetic-data generation for training and validation ahead of deployment.Drivers tuned for Jetson AGX Orin and Jetson Thor to support low-latency edge workloads such as 3D SLAM, obstacle detection, sensor 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Yields Are Rising. Why That Could End the Stock Market's Rally. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2633385966","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633385966?lang=en_us&edition=fundamental","pubTime":"2026-05-05 04:19","pubTimestamp":1777925940,"startTime":"0","endTime":"0","summary":"Stocks surged to new highs last week, fully erasing losses caused by the U.S.-Iran war, but the bond market could spoil the party.The S&P 500, a benchmark for U.S. market performance, finished Friday's sessions at a record level and was up about 5% from its pre-conflict level through Friday. In contrast, the Treasury market, evidenced by the Bloomberg Treasury Index, was down 1.7% compared with pre-conflict levels.The Treasury market is at a critical juncture and deepening losses at this point could pull money away from stocks as prices fall and yields rise.This same turning point is visible in Treasury yields. For a 10-year bond, the yield is at 4.444%. The market is on watch for a move toward 4.5%. The last time the 10-year bond yielded above 4.5% was on June 11.\"For the time being, stocks appear content to forge toward fresh record highs as earnings season has left investors with enough confidence to 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This company could be an underrated beneficiary.","url":"https://stock-news.laohu8.com/highlight/detail?id=2633506709","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633506709?lang=en_us&edition=fundamental","pubTime":"2026-05-05 02:21","pubTimestamp":1777918860,"startTime":"0","endTime":"0","summary":"GlobalFoundries just introduced a new technology to boost the use of co-packaged optics in AI data centers. Goldman Sachs analysts recently called optical networking the next \"buy- out-the-store\" artificial-intelligence category that could see extreme demand in the short term. Now, GlobalFoundries is looking to cash in on the rush.GlobalFoundries said its new optical module solution, known by the acronym SCALE, improves bandwidth density and the ability to scale systems relative to what traditional copper-based wiring offers. 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Investors Are Reacting To LiveRamp (RAMP) Powering AI Clean Rooms With NVIDIA GPU Integration","url":"https://stock-news.laohu8.com/highlight/detail?id=2633950163","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633950163?lang=en_us&edition=fundamental","pubTime":"2026-05-05 01:22","pubTimestamp":1777915321,"startTime":"0","endTime":"0","summary":"In late April 2026, LiveRamp announced native support for NVIDIA AI infrastructure, upgrading its clean room architecture to run GPU-optimized, compute-intensive AI marketing workloads while keeping customer data and model weights protected.\nThis move effectively turns LiveRamp’s clean rooms and Marketplace into plug-and-play hubs for advanced AI partners and brands, removing major technical friction for deploying powerful proprietary models at scale.\nNext, we’ll examine how 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Likely to Benefit From Quantum Sector Tailwinds, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2632954237","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632954237?lang=en_us&edition=fundamental","pubTime":"2026-05-04 23:53","pubTimestamp":1777910030,"startTime":"0","endTime":"0","summary":"IonQ  is expected to benefit from sector tailwinds following Nvidia's  launch of its Ising open AI models to accelerate the path to useful quantum computers, Wedbush Securities said in a Monday note.IonQ was cited directly by Nvidia as one of the early adopters of Ising Calibration, the report said.\"This signals that IonQ's trapped-ion architecture is being recognized by the industry's most influential infrastructure player as production-ready and technically credible,\" the note said.The report said it also deepens the commercial relationship between IonQ and Nvidia and embeds IonQ within the hybrid stack NVDA is building around CUDA-Q and NVQLink.The report also said IonQ has \"consistently\" beaten its own guidance and raised forward estimates, and it could continue this trend with its Q1 results, due for release on May 6. IonQ forecast Q1 revenue of about $50 million.Wedbush reiterated its outperform rating and $60 price target.Price: 47.45, Change: +1.25, Percent Change: 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Alphabet Stock Remains J.P. Morgan's 'Top Overall Pick' -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632954844","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632954844?lang=en_us&edition=fundamental","pubTime":"2026-05-04 23:19","pubTimestamp":1777907940,"startTime":"0","endTime":"0","summary":"Alphabet's earnings report last Thursday couldn't have gone much better, so it should be no surprise that analysts are growing more confident in the Google parent.More than 40 analysts polled by FactSet lifted their price targets for Alphabet stock following the report. Of the 74 firms tracked in total, 86% rate the shares a Buy.J.P. Morgan joined that chorus over the weekend, reiterating an Overweight rating on Alphabet stock after reading the full quarterly filing. The firm had already bumped its price target to $460 from $395 immediately after the report last week.Shares were down 0.9% to $382.41 on Monday. The stock has climbed 23% this year and 135% over the last 12 months, bringing it within striking distance of overtaking Nvidia as the world's most valuable company.\"Google delivered a standout quarter, with its full-stack [artificial-intelligence] approach driving accelerating growth,\" wrote J.P. Morgan analyst Doug Anmuth. \"GOOG/L remains our top overall pick, and we believe 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Systems Targets $26.6 Billion Valuation in Upcoming IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1187447243","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187447243?lang=en_us&edition=fundamental","pubTime":"2026-05-04 21:27","pubTimestamp":1777901226,"startTime":"0","endTime":"0","summary":"Another significant contender in the AI chip sector is preparing to enter the public markets. Cerebras Systems, a competitor to NVIDIA, has officially commenced its IPO roadshow. 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