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Nvidia stock continues slide: Is the AI darling’s moat drying up as competition intensifies?
Nvidia stock slipped on Wednesday as investors reacted to fresh competitive pressure from Amazon’s new Trainium 3 artificial intelligence chip, the latest sign that major cloud providers are ...
Nvidia shares climbed in early trading Monday after announcing a $2 billion investment in Synopsys, but the rally comes as analysts raise concerns about the chip giant’s increasingly aggressive ...
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How to analyze a company’s moat like Warren Buffett
If you’ve ever watched a stock soar for years and wondered why that company keeps winning while its competitors keep fading, you’ve already brushed up against the idea of an economic moat. Some ...
Moat Index, long underweight the Magnificent 7, selectively welcomes back cheap names, including NVIDIA. Read more here.
Wall Street analysts said that Nvidia's (NVDA) recent deal with Groq offers both "offense and defense" and is strategic.
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