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"title": "Google I/O 2024 Takeaway: Slow On Innovation, Strong On Distribution (NASDAQ:GOOG)",
"description": "Google's I/O event highlights key features and updates, positioning GOOG for growth and potential investment opportunities with 16% upside. Learn more on GOOG stock here.",
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"snippet": "lerbank/iStock via Getty Images\n\nInvestment Thesis\n\nAlphabet Inc. aka Google (NASDAQ:GOOG, GOOGL) just wrapped up its annual I/O 2024 developer conference, anno...",
"url": "https://seekingalpha.com/article/4693639-google-io-2024-takeaway-slow-on-innovation-strong-on-distribution",
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"highlight": "I suspect that Google threw its hat into the ring to help enterprises wean off their dependence on <em>NVIDIA</em> <em>Corporation</em> (NVDA). While encouraging, I don't see how much of an immediate impact this can have on Google's GCP segment. <em>Nvidia</em> is still the market leader, holding ~80% of the datacenter chip market, per Reuters.",
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"title": "Gaming Console Market Size Worth $63.7 Billion by 2033; Growing Popularity of Online Gaming to Propel Growth",
"description": "Gaming console market size from USD 26.7 billion in 2023 to USD 63.7 billion in 10 years: The increasing focus on gaming as entertainment drives the...",
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"snippet": "Newark, May 15, 2024 (GLOBE NEWSWIRE) -- The Brainy Insights estimates that the USD 26.7 billion gaming console market will reach USD 63.7 billion by 2033. Elec...",
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"highlight": "● <em>NVIDIA</em> <em>Corporation</em>\n\n● PlayJam\n\n● Redragon\n\n● Rockstar Games Inc.\n\n● Sony Corp.\n\n● Tencent Games\n\n● Valve Corp.\n\n● Sega Holdings Co. Ltd.\n\n● Nintendo Co. Ltd.",
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"title": "What's Going On With NVIDIA Stock Today? - NVIDIA (NASDAQ:NVDA)",
"description": "NVIDIA collaborates on ORBIT-Surgical, a simulation framework for training surgical robots, ahead of its debut at ICRA.",
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"snippet": "Loading... Loading...\n\nNVIDIA Corporation NVDA shares are trading higher on Wednesday.\n\nIn a blog post, the company said that a collaboration between NVIDIA and...",
"url": "https://www.benzinga.com/markets/equities/24/05/38851428/whats-going-on-with-nvidia-stock-today",
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"highlight": "<em>NVIDIA</em> <em>Corporation</em> NVDA shares are trading higher on Wednesday.\n\nIn a blog post, the company said that a collaboration between <em>NVIDIA</em> and academic researchers is prepping robots for surgery.",
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"highlight": "ORBIT-Surgical, crafted by researchers from University of Toronto, UC Berkeley, ETH Zurich, Georgia Tech, and <em>NVIDIA</em>, is a simulation framework aimed at training robots. These robots have the potential to enhance surgical teams’ capabilities while alleviating surgeons’ cognitive burden.",
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"highlight": "The platform facilitates over a dozen maneuvers, drawing inspiration from laparoscopic training protocols for minimally invasive surgery, <em>NVIDIA</em> said.\n\nThese include tasks like grasping small objects such as needles, transferring them between arms, and placing them with exceptional accuracy.",
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"highlight": "The physics-based framework was constructed utilizing <em>NVIDIA</em> Isaac Sim, a robotics simulation platform tailored for designing, training, and testing AI-driven robots.",
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"highlight": "Researchers trained reinforcement learning and imitation learning algorithms on <em>NVIDIA</em> GPUs and leveraged <em>NVIDIA</em> Omniverse, a platform enabling the development and deployment of sophisticated 3D applications and pipelines utilizing Universal Scene Description (OpenUSD), for photorealistic rendering capabilities.",
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"title": "The Next AI Bull Run Just Started: 3 Top Ranked Stocks to Ride the Trend",
"description": "These product releases just reaffirmed how massively this technology is going to change our lives",
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"snippet": "Yes, I know the last year has been all AI every day, but this theme is still early days. Exciting new products built from generative AI models are just beginnin...",
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"highlight": "<em>Nvidia</em> NVDA, has been and is the name to own for the trend in AI. The company is simply years ahead of other semiconductor producers, and its data center chips remain the key piece of infrastructure for technology being built with generative AI.\n\n<em>Nvidia</em> also jumped back onto the Zacks Rank this morning with a Zacks Ranks #1 (Strong Buy) rating.",
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"highlight": "And even with all the talk of <em>Nvidia</em> being wildly overpriced, the stock remains reasonably valued thanks to the massive growth of sales and earnings. Today, <em>Nvidia</em> is trading at 40x forward earnings, just below the industry average and its 10-year median.\n\nEPS are also forecast to grow at an incredible 30% annually over the next 3-5 years.",
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"highlight": "As the leading name in AI, I would expect <em>Nvidia</em> to run to new highs in no time.\n\nTradingView\n\n\n\nImage Source: TradingView\n\nMy final AI stock pick for the next leg higher is Arista Networks ANET. Lesser known than the other two tech giants shared, Arista Networks is a leading provider of cloud networking solutions for large data centers.",
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"highlight": "Arista Networks stock has actually shown relative strength during the recent selloff, and over the last two and a half months it has gained more than both <em>Nvidia</em> and Alphabet. Because I am a fan of momentum, I consider this relative strength to be very bullish, especially in this AI context.",
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"highlight": "Click to get this free report\n\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\n\n<em>NVIDIA</em> <em>Corporation</em> (NVDA) : Free Stock Analysis Report\n\nAlphabet Inc. (GOOGL) : Free Stock Analysis Report\n\nArista Networks, Inc. (ANET) : Free Stock Analysis Report\n\nTo read this article on Zacks.com click here.\n\nZacks Investment Research",
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"title": "Alibaba: The Stock Is Cheap, Since Net Income Needs To Fall To $284.9M To Be Fairly Valued",
"description": "Alibaba's robust ecosystem and control over platforms fortify its competitive edge against rivals like JD.com and Pinduoduo. Read more about BABA stock here.",
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"snippet": "Robert Way\n\nThesis\n\nIn my previous article about Alibaba Group Holding Limited (NYSE:BABA), I rated the stock as a \"strong buy\" citing that my valuation suggest...",
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"highlight": "260,900.0 Digital Media and Entertainment 118,290.0 206,493.0 118,290.0 206,493.0 Total 16,534,910.0 38,183,793.0 16,617,510.0 38,280,193.0 Click to enlarge\n\nChinese Companies and the Hurdles of Getting Advanced AI Chips\n\nAs you may know, the US has imposed a lot of restrictions to avoid China getting its hands on advanced AI chips such as those of <em>Nvidia</em>",
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"highlight": "<em>Corporation</em> (NVDA).",
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"highlight": "Furthermore, China also has one AI chip developed by SMIC that claims to beat those of <em>Nvidia</em> which even if it's not true (pretty unbelievable in my opinion), at least can improve Alibaba Cloud's current service quality.",
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"title": "4 Top Stocks to Tap Nasdaq's New All-Time High",
"description": "Stocks like Netflix, Inc. (NFLX), Alphabet Inc. (GOOGL), NVIDIA Corporation (NVDA) and Super Micro Computer, Inc. (SMCI) are expected to benefit from the ongoing Nasdaq rally.",
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"snippet": "The Nasdaq Composite witnessed a robust 2023 and first quarter of 2024. The bull run has also continued into the second quarter despite growing concerns over in...",
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"highlight": "GOOGL, <em>NVIDIA</em> <em>Corporation</em> NVDA and Super Micro Computer, Inc. SMCI thathave a strong potential in 2024. These stocks have a Zacks Rank #1 (Strong Buy) or 2 (Buy) and assure good returns. You can see the complete list of today’s Zacks #1 Rank stocks here.\n\nNetflix, Inc. is considered a pioneer in the streaming space.",
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"highlight": "<em>NVIDIA</em> <em>Corporation</em> is the worldwide leader in visual computing technologies and the inventor of the graphic processing unit, or GPU. Over the years, NVDA’s focus has evolved from PC graphics to artificial intelligence-based solutions that now support high-performance computing, gaming and virtual reality platforms.",
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"highlight": "<em>NVIDIA</em> has an expected earnings growth rate of 85% for the current year. The Zacks Consensus Estimate for current-year earnings has improved 2.1% over the last 60 days. NVDA presently sports a Zacks Rank #1.",
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"highlight": "(NFLX) : Free Stock Analysis Report\n\n<em>NVIDIA</em> <em>Corporation</em> (NVDA) : Free Stock Analysis Report\n\nSuper Micro Computer, Inc. (SMCI) : Free Stock Analysis Report\n\nAlphabet Inc. (GOOGL) : Free Stock Analysis Report\n\nTo read this article on Zacks.com click here.\n\nZacks Investment Research",
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"title": "Artificial Intelligence Enabled Technologies Transforming Healthcare Industry Creating Multi-Billion Dollar Opportunities",
"description": "PALM BEACH, Fla., May 15, 2024 (GLOBE NEWSWIRE) -- FN Media Group News Commentary - Experts see substantial growth in the global AI Healthcare market...",
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"snippet": "PALM BEACH, Fla., May 15, 2024 (GLOBE NEWSWIRE) -- FN Media Group News Commentary - Experts see substantial growth in the global AI Healthcare market over the n...",
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"highlight": "(OTCQX: HWAIF) (TSX: AIDX), <em>NVIDIA</em> <em>Corporation</em> (NASDAQ: NVDA), Veeva Systems (NYSE: VEEV).\n\n\n\nMarketsAndMarkets continued: “Natural Language Processing (NLP) in healthcare enables computers to analyze, generate, and translate human language.",
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"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NASDAQ: NVDA) recently announced that it will accelerate quantum computing efforts at national supercomputing centers around the world with the open-source <em>NVIDIA</em> CUDA-Q™ platform.",
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"highlight": "Supercomputing sites in Germany, Japan and Poland will use the platform to power the quantum processing units (QPUs) inside their <em>NVIDIA</em>-accelerated high-performance computing systems.",
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"highlight": "Germany’s Jülich Supercomputing Centre (JSC) at Forschungszentrum Jülich is installing a QPU built by IQM Quantum Computers as a complement to its JUPITER supercomputer, supercharged by the <em>NVIDIA</em> GH200 Grace Hopper™ Superchip.",
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"title": "Baron Technology Fund Q1 2024 Shareholder Letter",
"description": "During Q1 2024, Baron Technology Fund rose 14.73% (Inst.) outperforming the MSCI ACWI\tInformation Technology Index. Click here to read more.",
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"snippet": "cherdchai chawienghong/iStock via Getty Images\n\nDear Baron Technology Fund Shareholder:\n\nPerformance\n\nDuring the first quarter, Baron Technology Fund (MUTF:BTEC...",
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"highlight": "<em>Nvidia</em> <em>Corporation</em> (NVDA, semiconductors), Amazon.com, Inc. (AMZN, cloud computing/e-commerce), Microsoft Corporation (MSFT, cloud computing/software), and Meta Platforms, Inc.",
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"highlight": "Top contributors to performance for the quarter ended March 31, 2024\n\nPercentImpact <em>Nvidia</em> <em>Corporation</em> 6.46% Amazon.com, Inc. 1.85 Microsoft Corporation 1.27 Meta Platforms, Inc. 1.23 Advanced Micro Devices, Inc. 1.04 Click to enlarge\n\n<em>Nvidia</em> <em>Corporation</em> sells semiconductors, systems, and software for accelerated computing, gaming, and generative AI",
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"highlight": "<em>Nvidia</em> closed 2023 with unprecedented revenue growth at massive scale, with a fourth quarter revenue run rate just shy of $90 billion, growing over 3.5 times year-over-year with operating margins of 67%.",
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"highlight": "Importantly, <em>Nvidia</em> disclosed that 40% of its data center business for fiscal year 2024 was from inferencing, or using an AI application, and hinted that the fourth quarter level was likely even higher.",
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"highlight": "Moreover, at its recent GTC developer conference, <em>Nvidia</em> further cemented its lead as the AI platform company, announcing a number of new innovations, including its next generation Blackwell AI superchip; significant die-to-die and chip-to-chip bandwidth improvements with its 5th generation NVLink interconnection technology; it's GB200 NVL72 computing",
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"highlight": "system, where taking advantage of NVLink and software advancements, 72 Blackwell chips can act as one single massive GPU, yielding up to a 30 times improvement in inference performance compared to its Hopper generation of chips; and a new family of AI software called <em>Nvidia</em> Inference Microservices, or NIMS, which make it easier for companies to build",
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"highlight": "Top 10 holdings as of March 31, 2024 Quarter End Quarter End Investment\n\nQuarter End Market Cap (billions) Quarter End Investment Value (millions) Percent of Net Assets Amazon.com, Inc. $1,873.7 $2.5 9.9% <em>Nvidia</em> <em>Corporation</em> 2,258.9 2.4 9.7 Microsoft Corporation 3,126.1 2.4 9.7 Broadcom Inc. 614.2 1.2 4.6 Meta Platforms, Inc. 1,237.9 1.1 4.4 Advanced",
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"title": "Baron Fifth Avenue Growth Fund Q1 2024 Shareholder Letter",
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"highlight": "Their performance, however, was far from uniform, with Apple and Tesla down double digits, while <em>NVIDIA</em> (up 82%), and Meta (up 37%) drove 85% of the overall return for the group.",
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"highlight": "Shares of <em>NVIDIA</em>, Meta, Adyen (OTCPK:ADYEY, OTCPK:ADYYF), ASML (ASML), CrowdStrike (CRWD), Trade Desk (TTD), and Veeva Systems (VEEV) all posted gains in excess of 20% during the quarter, while <em>NVIDIA</em>, Meta Platforms, Amazon, CrowdStrike, Intuitive Surgical (ISRG), ASML, ServiceNow (NOW), Trade Desk, and Cloudflare (NET) contributed over 50bps each",
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"highlight": "<em>NVIDIA</em>, AI, disruptive change, and Big Ideas\n\nEven after taking some profits in the first quarter, <em>NVIDIA</em> remains the Fund’s largest position.",
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"highlight": "<em>NVIDIA</em> is not just a semiconductor company. Many investors have missed the boat thinking that Apple is just a smartphone company, Amazon is just a retailer, and Tesla is just a car company. We have long argued that just like the other three, <em>NVIDIA</em> is a platform. We are more certain of this now than ever before.",
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"highlight": "For example, one of the most interesting announcements at the GTC conference were <em>NVIDIA</em> Inference Microservices – or NIMs, which are APIs to easily access open-source models (<em>NVIDIA</em> already has dozens of models available) without the need to worry about model optimizations, security, patching, or sending data to third parties.",
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"highlight": "<em>NVIDIA</em> <em>Corporation</em> sells semiconductors, systems, and software for accelerated computing, gaming, and GenAI. NVIDIA’s stock rose 82.6% in the first quarter, driven by continued strong demand in its data center segment (driven by accelerated computing and GenAI).",
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"highlight": "<em>NVIDIA</em> closed 2023 with unprecedented revenue growth at massive scale, with a fourth quarter revenue run-rate just shy of $90 billion, growing over 3.5 times year-over year with operating margins of 67%.",
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"highlight": "<em>NVIDIA</em> is also taking a page from Apple’s vertical integration book, which adds to its competitive advantage.",
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"highlight": "That’s what <em>NVIDIA</em> does for a living. The platform we call Blackwell has all of these components associated with that. This is the part that’s incredibly hard about what we do.”",
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"highlight": "(EPAM) and reduced our position in <em>NVIDIA</em> <em>Corporation</em> to manage its position size. It remains our highest conviction idea and the largest investment in the Fund.\n\nOutlook\n\nAfter a challenging 2022, the Fund gained 77.5% over the last 15 months, on a cumulative basis. Even so, it is still 12.2% below where it was at the beginning of 2022.",
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"title": "Global AI in Computer Vision Market Size To Exceed USD 118.56 Billion By 2033| CAGR of 21.48%",
"description": "The Global AI in Computer Vision Market Size was Valued at USD 16.94 Billion in 2023 and the Worldwide AI in Computer Vision Market Size is Expected to...",
"keywords": "SPHERICAL INSIGHTS LLP, AI in Computer Vision Market, AI in Computer Vision Size, AI In Computer Vision Share, AI in Computer Vision Trend, Growth, Price",
"snippet": "New York, United States , May 15, 2024 (GLOBE NEWSWIRE) -- The Global AI in Computer Vision Market Size is to Grow from USD 16.94 Billion in 2023 to USD 118.56 ...",
"url": "https://www.globenewswire.com/news-release/2024/05/15/2882186/0/en/Global-AI-in-Computer-Vision-Market-Size-To-Exceed-USD-118-56-Billion-By-2033-CAGR-of-21-48.html",
"image_url": "https://ml.globenewswire.com/Resource/Download/b27a94e8-407e-46ae-a5c2-47bb2a1c8a2e",
"language": "en",
"published_at": "2024-05-15T09:00:00.000000Z",
"source": "globenewswire.com",
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"highlight": "., <em>Nvidia</em> <em>Corporation</em>, Baummer, Cognex Corporation, Intel Corporation, Microsoft Corporation, Teledyne Technologies Incorporated, Texas Instruments Incorporated, Omron Corporation, Facebook, Inc., Apple, Inc., Google LLC, Clarifai Inc., Sony Semiconductor Solutions Corporation, Amazon Web Services, and Others.",
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