Nvidia, AMD Face Google TPU Competition, Amazon Upside

The artificial intelligence landscape continues to see significant activity, with AI hardware giants like Nvidia and AMD facing both immense growth and increasing competition. Nvidia, a leader in AI chip training, maintains a strong position, with UBS reiterating a Buy rating and a $205.00 price target, citing ongoing AI growth and potential upside from licensing fees to China. However, Citi has lowered its price target for Nvidia to $210 due to rising competition from Broadcom's custom AI chips and Google's TPUs, estimating these could impact Nvidia's 2026 GPU sales by $12 billion. Despite this, Nvidia's sales estimates remain above consensus, supported by neocloud and sovereign AI spending. Insider selling has also been noted, with CEO Jensen Huang and board member Dawn E. Hudson selling millions in shares in early September amidst the AI surge. AMD, while facing challenges from Nvidia's established ecosystem and the rise of custom AI chips (ASICs) for inference, is positioned to benefit from the growing AI inference market. The company is improving its ROCm software for inference and could foster open standards through its involvement in the UALink Consortium. Major AI companies are already using AMD's products for inference. Meanwhile, the AI infrastructure market continues to attract investment, with Goldman Sachs highlighting Nvidia and AMD as top performers due to strong earnings and demand. In contrast, CoreWeave, an AI cloud provider, saw its stock drop 13.5% amid concerns over AI stock valuations and its acquisition plans, including a $9 billion all-stock deal for Core Scientific. On the cryptocurrency front, Ruvi AI's RUVI token is experiencing a surge in sales, raising $3.5 million and selling over 260 million tokens to more than 3,400 investors. The project aims to tap into the $104 billion creator economy with AI tools, with its token currently in Phase 3 of its presale at $0.020, set for a 40% price increase in Phase 4. Analysts are comparing Ruvi AI's potential to early Solana and Avalanche. Other companies like Amazon and Walmart are also noted for potential upside in consumer discretionary sectors, according to Morgan Stanley.

Key Takeaways

• Ruvi AI's RUVI token has raised $3.5 million and sold over 260 million tokens, with analysts comparing its potential to early Solana and Avalanche.
• Ruvi AI's super app targets the $104 billion creator economy with AI tools, with its token currently in Phase 3 of its presale at $0.020, increasing to $0.028 in Phase 4.
• Nvidia maintains a Buy rating from UBS with a $205.00 price target, but Citi has lowered its target to $210 due to competition from Broadcom and Google, estimating a potential $12 billion impact on Nvidia's 2026 GPU sales.
• Nvidia CEO Jensen Huang and board member Dawn E. Hudson sold millions of dollars worth of company shares in early September.
• AMD is positioned to benefit from the AI inference market, despite competition from Nvidia's GPUs and the rise of ASICs.
• CoreWeave's stock dropped 13.5% due to concerns over AI stock valuations and its acquisition plans, including a $9 billion deal for Core Scientific.
• Goldman Sachs identifies Nvidia and AMD as top AI stock performers due to strong earnings and demand for AI infrastructure.
• Morgan Stanley sees potential upside in Amazon and Walmart within the consumer discretionary sector.
• The AI market may be shifting from chip training to inference, where custom chips (ASICs) offer better efficiency than GPUs.
• Ethereum holders are diversifying into new AI projects like Ruvi AI amidst record-breaking token sales.

Ruvi AI Token Sales Skyrocket, Analysts See Avalanche Competition

Ruvi AI's RUVI token is experiencing a surge in daily sales, nearing a $1 valuation and drawing comparisons to Avalanche AVAX. The project has raised $3.5 million and sold over 260 million tokens, attracting more than 3,400 investors. Ruvi AI completed a smart contract audit with CyberScope and is listed on CoinMarketCap. Its super app aims to revolutionize the $104 billion creator economy with AI tools for trend research, script generation, and media creation. The RUVI token is currently in Phase 3 of its presale at $0.020 and will increase to $0.028 in Phase 4.

Ethereum Holders Shift to Ruvi AI as Token Sales Hit Records

Ethereum ETH holders are diversifying into Ruvi AI RUVI, a new AI project with record-breaking daily token sales. Analysts suggest Ruvi AI could lead the current bull run due to its strong presale performance, raising $3.5 million and selling over 260 million tokens to more than 3,400 investors. The project has passed a CyberScope smart contract audit and is listed on CoinMarketCap. Ruvi AI's super app targets the $104 billion creator economy with AI tools for content creation. The RUVI token is in Phase 3 of its presale at $0.020, with a guaranteed 40% price increase to $0.028 set for Phase 4.

Ruvi AI Nears $1 Goal, Echoing Early Solana Potential

Ruvi AI RUVI is seeing millions in daily token sales, leading analysts to compare its potential to early Solana and predict a 9,900% ROI. The project has raised $3.5 million and sold over 260 million tokens to more than 3,400 investors during its presale. Ruvi AI has completed a smart contract audit with CyberScope and is listed on CoinMarketCap, building investor confidence. Its super app is designed for the $104 billion creator economy, offering AI tools for content creation. The RUVI token is currently priced at $0.020 in Phase 3 of its presale, with a 40% price increase to $0.028 scheduled for Phase 4.

AMD Stock Faces AI Competition Challenges

AMD's stock fell over 6% following Broadcom's announcement of a $10 billion custom AI chip order, raising concerns about AMD's position in the AI hardware market. While AMD's data center revenue grew, it fell short of estimates last quarter, unlike Broadcom and Nvidia's accelerating AI revenue. The AI market may be shifting from chip training to inference, where custom chips like ASICs offer better efficiency and cost-effectiveness than GPUs. AMD faces challenges from Nvidia's established GPU ecosystem and the rise of ASICs, potentially squeezing its market share.

AMD Stock Poised for Growth in AI Inference Market

Advanced Micro Devices AMD is positioned to benefit from the growing AI inference market, even as Nvidia dominates AI chip training. While Nvidia holds an edge in software and ecosystem, AMD is making progress in inference chips, with major AI companies and operators using its products. AMD's ROCm software platform is improving for inference workloads, and its involvement in the UALink Consortium could foster an open standard for AI clusters, allowing for mixed hardware. AMD also leads in the data center CPU market, adding to its growth potential.

CoreWeave Stock Drops Amid AI Valuation Concerns and Acquisitions

CoreWeave stock experienced a significant drop of 13.5% over the past week due to investor caution regarding AI stock valuations and the company's acquisition plans. Investors are reportedly concerned about the dilutive impact of stock-funded buyouts and financing moves. CoreWeave announced plans to acquire OpenPipe and previously agreed to acquire Core Scientific in an all-stock deal valued at $9 billion. Despite these concerns, CoreWeave stock remains up approximately 123% since its IPO earlier this year.

UBS Maintains Buy Rating on Nvidia Amid AI Growth

UBS analyst Timothy Arcuri has reiterated a Buy rating and a $205.00 price target for NVIDIA NVDA, despite some investor concerns about the company's guidance. Arcuri acknowledged that Nvidia's guidance might have fallen short of expectations but noted potential upside of $2-5 billion per quarter related to licensing fees for H20 chips to China. The firm made minimal changes to its estimates and price target, emphasizing Nvidia's ongoing AI growth story. Nvidia specializes in AI-driven solutions for data centers, autonomous vehicles, robotics, and cloud services.

Nvidia Insiders Sell Millions in Shares Amid AI Surge

Nvidia board member Dawn E. Hudson and CEO Jensen Huang sold millions of dollars worth of company shares in early September. Hudson sold 72,000 shares on September 2 for an average of $170.63 and an additional 18,000 shares on September 3 at $172 per share. Huang sold 225,000 shares on September 3 for approximately $38.6 million. These insider sales occurred during a period of significant growth for Nvidia, driven by AI and data center demand.

Citi Cuts Nvidia Price Target Amid Growing AI Competition

Citi analyst Atif Malik has lowered his price target for Nvidia NVDA by $10 to $210, while maintaining a Buy rating. This adjustment comes as competition in the AI arena intensifies, particularly from Broadcom's custom AI chips (XPUs) and Google's Tensor Processing Units (TPUs). Malik estimates that Broadcom's growing adoption could impact Nvidia's 2026 GPU sales by approximately $12 billion. Despite this, Malik's estimates for Nvidia's 2025 and 2026 sales remain above consensus, driven by neocloud and sovereign AI spending.

2025 Investment Outlook: AI Stocks, Retail, Bonds, and Emerging Markets

Top strategists highlight key investment opportunities for late 2025, focusing on AI stocks, retail, bonds, and emerging markets. Goldman Sachs research shows AI-driven companies like Nvidia and AMD outperforming broader indices due to strong earnings growth and demand for AI infrastructure. Morgan Stanley points to a recovery in consumer discretionary sectors, with Amazon and Walmart showing potential upside. JPMorgan Chase suggests a balanced portfolio including high-yield corporate bonds offering attractive returns. Bank of America identifies opportunities in emerging markets, particularly in Asia-Pacific equities, driven by global trade recovery.

SoundHound AI Stock Surges on Strong Revenue Growth

SoundHound AI, Inc Class A stock has seen a significant surge following its impressive Q2 earnings report, which showed a 217% year-over-year revenue increase. The company also raised its full-year guidance, leading analysts to upgrade price targets. Although SoundHound AI is not yet profitable, its rapid revenue growth and positive market outlook present a high-risk, high-reward investment opportunity. The stock has experienced volatility, with a year-to-date performance of -29.27%.

Dan Loeb Shifts from AT&T to Nvidia, Investing Heavily in AI

Billionaire investor Dan Loeb, through his fund Third Point, has exited its stake in AT&T and significantly increased its investment in Nvidia, the leading AI hardware provider. Third Point's filings show a complete exit from AT&T, potentially due to profit-taking and a shift away from safer investments towards growth opportunities. The fund has nearly doubled its stake in Nvidia over the first two quarters of 2025, making it the fund's third-largest holding. This move reflects confidence in Nvidia's dominance in the AI market and its potential for future growth.

Sources

• Ruvi AI (RUVI) Token Sales Surge: Analysts Discuss Potential to Compete with Avalanche (AVAX)
• Ethereum (ETH) Holders Are Shifting to Ruvi AI (RUVI) as Daily Token Sales Hit Record Highs, Analysts Say It Could Lead This Bull Run
• Ruvi AI’s 9900% ROI Forecast Seems Within Reach as Daily Token Sales Hit Millions, Analysts Say It Echoes Early Solana’s Potential
• Are AMD Stock’s AI Hopes Losing Steam?
• This Underrated AI Stock Could Deliver Huge Returns by 2030 @themotleyfool #stocks $AMD $NVDA
• Why CoreWeave Stock Plummeted This Week
• UBS Calls NVIDIA (NVDA) a Buy as AI Growth Story Holds Steady
• NVDA: Nvidia Insiders Cashes Out Millions Amid AI Stock Surge
• Nvidia gets a price target cut from Citi as competition in AI arena grows
• 2025 Investment Opportunities: AI Stocks, Retail, Bonds, Emerging Markets
• SoundHound AI Stocks Surge Amid Revenue Boom
• Billionaire Dan Loeb of Third Point Ditched High-Yield AT&T for Wall Street's Most-Prized Artificial Intelligence (AI) Growth Stock @themotleyfool #stocks $NVDA $T