NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion

'Vahid Karaahmetovic Mon, December 1, 2025 at 1:57 PM GMT+1 2 min read Investing.com -- Morgan Stanley raised its price targets on Nvidia and Broadcom after a series of meetings in Asia and the U.S. pointed to broad-based strength in AI demand and tighter supply conditions across the semiconductor ecosystem. The bank sees both companies as well-positioned to ramp meaningfully next year as customers struggle to secure enough AI hardware to meet accelerating workloads. Analysts led by Joseph Moore said they “continue to see Nvidia maintaining dominant market share,” arguing that perceived competitive threats appear “overstated” and that customers’ biggest concern over the next year is securing sufficient supply, particularly of the upcoming Vera Rubin platform. Nvidia’s data center revenues remain supply-constrained through 2026, and Morgan Stanley now sees the company on track to approach the revenue levels outlined by management earlier this year. The bank raised its target price to $250 from $235.'

“We still are below the "$500 bn in 5 quarters" voiced by the CEO at the GTC event, but clearly the situation is strong,” Moore said in a Monday note.

Nvidia releases open-source software for self-driving car development 18:00 01/12/2025 By Stephen Nellis SAN FRANCISCO, Dec 1 (Reuters) - Nvidia on Monday released new open-source software aimed at speeding up the development of self-driving cars using some of the newest "reasoning" techniques in artificial intelligence. Nvidia has risen to become the world's most valuable company as its chips have become central to the development of AI. But the company also maintains a broad software research arm that releases open-source AI code that others, such as Palantir Technologies, can adopt. On Monday, Nvidia released Alpamayo-R1 for self-driving vehicles. The software is what is known as a "vision-language-action" AI model, which means that the self-driving vehicle translates what its sensor banks see on the road into a description using natural language. The breakthrough with Alpamayo, which was named for a mountain peak in Peru that is particularly tricky to scale, is that it thinks aloud to itself as it plans its path through the world. For example, if the car sees a bike path, it will note that it sees the path and is adjusting course. Most previous self-driving car software was limited in how it explained why the car chose a particular path, making it hard for engineers to understand what needed to be fixed to make the cars safer. "One of the entire motivations behind making this open is so that developers and researchers can... understand how these models work so we can, as an industry, come up with standard ways of evaluating how they work," Katie Washabaugh, , told Reuters.

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Du Sockenpuppe du.

Nvidia Stock Climbs as AI Deal With HPE Expands Across Europe HPE, Nvidia Forge AI Lab in Grenoble -- Transforming Data into Enterprise Value Nauman khan 12/02/2025 06:48 Shares of Nvidia (NVDA, Financial) edged about 1.5% higher on Monday morning after the company announced an expansion of their AI partnership. The two firms will open an AI factory lab in Grenoble, France, designed to let customers test and refine AI workloads using HPE servers, networking, and Nvidia accelerated computing in a controlled, sovereign environment. HPE also plans a Private AI Lab in London with Carbon3.ai and is expanding its HPE Unleash AI partner program, which now includes CrowdStrike (CRWD), to accelerate enterprise AI adoption in the U.K. Executives said the labs will allow clients to validate performance, compliance, and data sovereignty before full-scale deployments, helping companies navigate regulatory hurdles and speed AI implementation. The labs are part of HPE's broader effort to provide turnkey AI factory stacks that simplify deployment across hybrid cloud and on-premises environments. Analysts say the move could give enterprises a faster, safer path to scale AI operations globally while showcasing HPE and Nvidia's combined infrastructure capabilities.

(18:19 GMT) Nvidia Price Target Raised to $250.00/Share From $235.00 by Morgan Stanley

Es scheint Morgan-Stanley hat Zeil erhöht von 210 nach $ 250.

Auf zum ATH

Heute Nacht 181

After Hour Ü180 USD sehr gut

Wenn die China heute nachts weiter macht dann startet wir inschala morgen mit 183$

Gerne nochmal das ein oder andere Prozent über die Nacht mitnehmen

Zieht affengeil an. Shorts gucken dumm aus der Wäsche.

Am Tageshoch geschlossen sehr gut