Nvidia Stock Upgrade, AMD Partners with Meta, OpenAI

The artificial intelligence sector continues to see significant developments across hardware, software, and investment. Nvidia remains a dominant force in AI hardware, with HSBC upgrading its stock to 'Buy' and a $320 price target, anticipating growth beyond hyperscalers into enterprises, automotive, and research sectors. Competitor AMD is also intensifying its efforts, introducing the Helios MI450 rack system and securing partnerships with Oracle, Meta, and OpenAI, with Bank of America Securities predicting AMD could capture over 5% of the AI hardware market by 2027. In the software and services realm, Palantir offers AI solutions, though Nvidia's stock is currently viewed as less overvalued with a better long-term outlook. Oracle projects substantial growth in AI-driven cloud services, expecting $166 billion by fiscal year 2030, while balancing this with efforts on older hardware. DigitalOcean is enhancing its AI offerings through acquisitions and providing access to AI models and GPUs from Nvidia and AMD, presenting a lower-risk investment option. For individual investors, TradeSmith has launched 'Super AI,' a system designed to identify strong stocks with reportedly high backtested gains. In the cryptocurrency space, AI is also making inroads; Deepseek Chat V3.1 won Hyperliquid's first AI trading competition with a 12.6% ROI, and the new cryptocurrency DeepSnitch AI has surged 26% with its AI-powered business intelligence tool. Meanwhile, UiPath, focused on robotic process automation and AI, is seen as poised for growth despite a significant stock price drop.

Key Takeaways

• Nvidia's AI GPU market outlook is positive, with HSBC upgrading its stock to 'Buy' and a $320 price target, expecting growth beyond hyperscalers.
• AMD is increasing its AI chip market presence with the Helios MI450 rack system and new partnerships with Oracle, Meta, and OpenAI.
• Bank of America Securities forecasts AMD could capture over 5% of the AI hardware market by 2027.
• Oracle projects $166 billion in AI-driven cloud revenue by fiscal year 2030.
• DigitalOcean is expanding its AI services, acquiring Paperspace and offering AI-ready servers and GPUs from Nvidia and AMD.
• TradeSmith has introduced 'Super AI,' an AI trading system for everyday investors aiming to identify strong stocks.
• Deepseek Chat V3.1 won Hyperliquid's first AI trading competition, achieving a 12.6% return on investment.
• The cryptocurrency DeepSnitch AI has seen a 26% surge, driven by its AI-powered business intelligence tool.
• Palantir offers AI software, while Nvidia provides AI hardware; Nvidia's stock is considered less overvalued.
• UiPath, a company in robotic process automation and AI, is positioned for growth despite a recent stock price decline.

Palantir vs Nvidia AI Stocks Which is a Better Buy

The article compares Palantir and Nvidia as AI stock investments. Nvidia provides hardware like GPUs, while Palantir offers AI software. Although Palantir has a more sustainable business model, Nvidia's stock is considered less overvalued. The analysis suggests Nvidia has a better long-term outlook due to its current valuation and market position in the growing AI sector.

Palantir vs Nvidia AI Stocks Which is a Better Buy

This article compares Palantir and Nvidia as investments in the AI market. Nvidia is a hardware provider, while Palantir develops AI software. While Palantir's business model is seen as more sustainable, Nvidia's stock is considered more attractively valued. The author concludes that Nvidia presents a better investment opportunity due to its current valuation and its strong position in the expanding AI industry.

AMD aims for larger share of AI chip market

Advanced Micro Devices (AMD) is increasing its efforts in the AI chip market by introducing its new Helios MI450 rack system. The company has also secured new partnerships with major tech firms like Oracle, Meta, and OpenAI. Bank of America Securities is optimistic about AMD's future AI hardware revenue, raising its price target and predicting AMD could capture over 5% of the AI hardware market by 2027. This move positions AMD to compete more directly with industry leader Nvidia.

DigitalOcean offers a lower risk AI cloud investment

DigitalOcean is enhancing its AI services, acquiring Paperspace and offering AI-ready virtual servers and access to AI models. The company also provides Nvidia and AMD GPUs for AI development. Despite recent stock surges, DigitalOcean's valuation remains reasonable, with revenue growth driven by larger customers. The company is also seen as a potential acquisition target, making it an attractive, lower-risk option for investors interested in the cloud AI sector.

TradeSmith unveils AI trading system for everyday investors

TradeSmith CEO Keith Kaplan introduced a new AI trading system called 'Super AI' at a recent event. This system uses advanced algorithms to identify the five strongest stocks, reportedly achieving backtested annual gains of up to 374%. The technology aims to provide everyday investors with AI-powered insights previously available only to hedge funds. The event saw significant interest, with thousands of investors seeking to learn more about this tool designed to level the playing field on Wall Street.

AI trading bots compete in Hyperliquid's first showdown

Hyperliquid, a decentralized derivatives exchange, hosted its first AI trading competition from March 1st to March 15th. Six AI trading bots, including Deepseek Chat, Giza, and Jarvis, competed using real money on the platform. Deepseek Chat V3.1 emerged as the winner, achieving a 12.6% return on investment. The event highlighted the growing capabilities of AI in algorithmic trading within the cryptocurrency market and showcased potential future applications.

Oracle projects $166B AI cloud revenue by 2030

Oracle has increased its revenue projections for AI-driven cloud services, now expecting $166 billion by fiscal year 2030. This represents a significant portion of their total projected sales. The company is balancing this growth with efforts to improve margins on older hardware, particularly Nvidia-powered servers. Oracle aims to achieve its ambitious cloud revenue targets by diversifying its customer base and focusing on hybrid cloud solutions for enterprise clients.

UiPath stock poised for growth after significant drop

UiPath, a company focused on robotic process automation and AI, has seen its stock price fall significantly from its all-time high. Despite this downturn, the article suggests that the company is positioned for explosive growth. UiPath's technology is crucial in the expanding field of artificial intelligence, and its current stock price may present a buying opportunity for investors anticipating a recovery and future expansion.

HSBC upgrades Nvidia AI GPU market outlook

HSBC analyst Frank Lee upgraded Nvidia (NVDA) to a 'Buy' rating, raising the price target to $320. The firm believes Nvidia's AI GPU market will continue to grow beyond major cloud providers, known as hyperscalers. This expansion is expected to come from enterprises, automotive companies, and research institutions. HSBC's positive outlook is based on sustained demand for Nvidia's GPUs, supporting its leadership in the expanding AI industry.

DeepSnitch AI crypto soars as Bitcoin slides

While Bitcoin has recently declined, gold prices have reached new records, creating a mixed market for investors. DeepSnitch AI, a new cryptocurrency, has surged 26% and is highlighted as a potential high-growth investment due to its AI-powered business intelligence tool that addresses information inequality in crypto markets. Other notable investments include Tether Gold (XAUT) for gold exposure and TRON (TRX) for its consistent performance.

Sources

• Better Artificial Intelligence (AI) Stock: Palantir vs. Nvidia @themotleyfool #stocks $PLTR $NVDA
• Better Artificial Intelligence (AI) Stock: Palantir vs. Nvidia
• AMD Sets Sights On Bigger Piece Of The AI Market
• What Is One of the Best Cloud AI Stocks to Buy Right Now? @themotleyfool #stocks $DOCN
• Wall Street's Secret Weapon Is Out – and It's Powered by AI
• 6 Bots With Real Money — Hyperliquid Hosts First-Ever AI Trading Showdown
• Oracle Projects $166B AI Cloud Revenue by 2030 Amid Margin Push
• 1 Beaten-Down Artificial Intelligence (AI) Stock That Is Getting Ready for Explosive Growth @themotleyfool #stocks $PATH
• HSBC: NVIDIA’s (NVDA) AI GPU Market to Keep Expanding Beyond Hyperscalers
• Best Crypto to Invest in Now: DeepSnitch AI Soars 26%, Bitcoin Slides, and Gold Spikes