We recently published a list of 10 AI stocks make great movements today. In this article, we are going to examine where Nvidia Corporation (Nasdaq: NVDA) applies to other AI actions that make large movements today.
What is the greatest risk of safety of artificial intelligence? According to the CPPC member, Zhou Hongyi, co-founder and president of the Internet security company Qihoo 360, it is necessary to late.
The Political Consultation Conference of the Chinese People (CPPCC) is a political advisory organization in China and a key element of the Unian Front system of the Chinese Communist Party (PCC).
Unlike the position of former President Joe Biden on AI, which was favorable but cautious, current AI leaders, including President Donald Trump, and political advisers in Beijing, are against surregulation in the AI industry.
The Trump administration has since reversed the executive decree of Biden AI and launched the Stargate project, reflecting on its pro-innovation position. Likewise, Beijing’s political advisers made comments before the country’s annual parliamentary meetings, advising to regulate artificial intelligence companies in the midst of an increasing debate on emerging technology.
“We must neither exaggerate nor ignore the security problems linked to AI. In the United States, some main AI companies exaggerate AI security problems as an excuse not to have open source products because they are looking for a monopoly, so that latecomers cannot catch up. »»
Zhou warned that China should “understand correctly” the security risks in AI.
“Post development (AI) is the greatest risk of security. We must seize this AI opportunity to improve productivity and let everyone benefit from the fruits of the inclusiveness of science and technology. ”
Zhang Yi, main partner at King & Wood Mallesons and member of the CPPCC, said that China must develop its own AI rules to ensure stable development, but at the same time, must be aware that “too strong legal intervention could become a rope that strangles the development of AI while global competition is intensifying”.
In a race for supremacy in artificial intelligence, Beijing works hard and reported that it would act with caution on sector regulations. According to the Ministry of Sciences and Technology, artificial intelligence legislation will be deployed in a “order” in response to CPPCC proposals.
For this article, we have selected AI actions, including press articles, the analysis of actions and press releases. These actions are also popular among hedge funds. Hell fund data is at T4 2024.
Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and large capitalization each quarter and has rendered 373.4% since May 2014, beating its reference with 218 percentage points (See more details here).
NVIDIA (NVDA): Why analysts say that the sale is exaggerated and the potential of AI is just beginning!
A close -up of a high -end colorful graphics card being connected to a game computer.
Number of hedge holders: 223
NVIDIA Corporation (NASDAQ: NVDA) specializes in IA -oriented solutions, offering platforms for data centers, autonomous cars, robotics and cloud services. One of the biggest analyst calls on Tuesday March 4thwas for Nvidia Corporation. Bernstein reiterated action as “outperformance” and a price of $ 185.00. The firm said that the NVIDIA stock sale was exaggerated and that the stock is “therefore back”.
“Nevertheless, the concerns that the AI trade is” finished “feels a little premature for us, and the evaluation becomes more and more attractive.”
The company considers that NVIDIA is “little amazing” given the way in which the revenues of blackwell products of $ 11 billion all sent in January, reflecting the relaxation of supply constraints and the anticipation that demand will exceed the supply in the next quarters.
In addition, “it becomes more and more clear that Deepseek is not apocalyptic for the request of the AI.”
The company underlined how several catalysts remain in favor of the stock, including increasing spending intentions, the start of a new product cycle and the next GTC event, which is the GPU technology conference in Nvidia, an AI conference for researchers, developers, engineers and investors.
“It is clear that the introduction of Blackwell did not go as well as the company could have hoped for it, and there remains additional volatility given the way in which laser investors are on this supply chain. However, they seem to have gone through things. »»
A potential side wind to monitor the strict export restrictions by President Donald Trump on China will ultimately prove.
“For what it is worth, each ~ 10 billion dollars would represent approximately 25 cents in the NVDA EPS; A ban on China Full China data centers will probably have an impact on EPS ($ 5-6 of reference?) In the middle of a high figure, the stock already removing much more than that. »»
Overall, NVDA Rank 2nd On our list of AI stocks that make great movements today. While we recognize the potential of NVDA as an investment, our conviction lies in the conviction that certain AI actions are more promising to provide higher yields and do it within a shorter period. If you are looking for a more promising AI actions than NVDA but which is negotiated within 5 times its income, consult our report on the Stock ai the cheapest.
