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The Latest Breaking News from Jay Goldberg

Mark Cuban Says Nvidia Is the IPO 'Funding Everyone and Anyone,' but AI Financing Isn't Bulletproof: 'One Breakthrough... Could Crumble It'

Billionaire investor Mark Cuban on Tuesday compared Nvidia Corp.‘s (NASDAQ:NVDA) role in the artificial intelligence boom to the IPO frenzy of the dot-com era, warning that a single breakthrough by a rival chipmaker or a misstep “could crumble” the market.

Benzinga

Nvidia's Potential $250 Billion OpenAI Financing Deal Is Reviving a 1990s Tech Bubble Habit, Analyst Warns: 'Usually Don't End Well'

While the structure of Nvidia Corp.‘s (NASDAQ:NVDA) potential financing to help OpenAI lease a massive Ohio data center remains unclear, Seaport Research analyst Jay Goldberg expressed caution about such an arrangement.

Benzinga

How much of the AI boom is underpinned by Nvidia's own balance sheet? Investors increasingly are asking.

While not a huge fraction of Nvidia's revenues, circular deals raise the spectre of past technology bubbles.

Fortune

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AMD Hits AI Speed Bump—Customers Aren't Buying (Yet)

Advanced Micro Devices (NASDAQ:AMD) faces slowing momentum in its AI accelerator business as customer demand proves weaker than expected, as per Seaport Global's supply chain checks. Concerns include limited volume orders, heavy reliance on discounts, and margin pressure, even as the company remains a long-term competitor in the market.

Benzinga

The only analyst on Wall Street who has a 'sell' on Nvidia says the AI chipmaker's great run is over

Ahead of Nvidia's highly anticipated Q1 earnings report, Jay Goldberg of Seaport Research Partners, lays out the bear case.

Fortune

Big Money Is Betting Against Nvidia Stock Even as Sentiment Improves

While sentiment around Nvidia stock have improved after the recent tech earnings, Big Money is not sold on the company, a Barron’s poll showed.

Barchart

Nvidia Just Got a Rare ‘Sell’ Rating. Should You Dump NVDA Stock Now?

Seaport issued a ‘Sell’ rating on Nvidia amid uncertainty in the AI sector. So, is it time to reassess the bullish stance on NVDA?

Barchart

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Stock Market Today: Stocks Rally Back Before Mag 7 Earnings

An unexpected contraction in the U.S. economy and dismal jobs data arrived ahead of earnings from some of Wall Street's biggest names.

Kiplinger

Apple Spent $1 Billion to Tape Out New M3 Processors: Analyst

Analyst discusses the intense capital investment required to develop Apple's M3 processor lineup.

Tom’s Hardware

Report: AMD and NVIDIA Set to Offer Arm-Based Processors for PCs

Apple's release of Arm-based system-on-chips for its desktops and laptops three years ago demonstrated that such processors could offer competitive performance and power consumption. On the Windows-based PC front, only Qualcomm has offered Arm-based SoCs for notebooks in recent years, but it looks like it will soon be joined by…

AnandTech

Sheldon Silver, corrupt longtime New York Assembly speaker, dies at 77

NEW YORK — Sheldon Silver, a corrupt Manhattan politician who for most of his 21 years as state Assembly speaker took money from real estate developers and people sickened by a deadly disease, died Monday at age 77.

People

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