Invest Smart HQ

Market Insight : Nvidia's Strategic Move: Unveiling New China-Specific GPUs Amid U.S. Curbs While Aiming for $20 Billion by 2028 Market Goal Company Overview NVIDIA Corporation (Ticker: NVDA ) is a leading technology company known for its advanced Graphics Processing Units (GPUs) and growing expertise in artificial intelligence (AI) and gaming sectors. Recently, Nvidia unveiled new China-specific GPUs, including Blackwell-based B30A and RTX6000D chips, designed to navigate U.S. export curbs and maintain its substantial revenue share in China, estimated at around 13%. The company is targeting $20 billion in sales by 2028, leveraging strong demand for its Blackwell architecture products despite some analysts predicting a shrinking China market share. Technical Indicator Breakdown and Analysis (as of 2025-08-21) EMA12: 180.15104 – The 12-day Exponential Moving Average indicates short-term price momentum and is currently trending above EMA26, suggesting positive momentum...

Market Insight : CoreWeave's Meteoric Rise: A New Hyperscaler Dominates the Financial Landscape Market Insight : CoreWeave's Meteoric Rise: A New Hyperscaler Dominates the Financial Landscape Company Overview CoreWeave is an emerging hyperscaler that has quickly gained prominence in the financial market. Known for its early strategic pivot to AI cloud services and aggressive acquisition of GPUs, CoreWeave has created a robust supply moat that positions it strongly within the tech infrastructure space. Investors are taking note of CoreWeave's growing influence and innovative approach, marking it as a rising contender in the hyperscale market segment. Technical Indicator Breakdown and Analysis (as of 2024-06-01) EMA12: 146.80899 - This short-term Exponential Moving Average shows recent momentum and helps identify price trends quickly. EMA26: 140.96657 - The longer-term EMA provides a broader view of the stock's trend direction, smooth...