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On August 23, the markets saw another set of incredible results from Nvidia. Christopher Gannatti compares Nvidia’s performance to other important players within the semiconductor ecosystem and looks to the future possibilities for AI as we approach the latter part of 2023.
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Nvidia’s recent meteoric rise evokes memories of Cisco’s ascent during the dot-com era. Jeremy Schwartz and Joseph Attia review some similarities between the two and how investors might connect the learnings of history to the present day.
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Nvidia, the highest P/S ratio stock in the S&P 500, has outperformed the market by a wide margin. Jeremy Schwartz and Joseph Attia discuss the challenges of reaching highest-multiple status and going on to be a long-term winner by way of returns.
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In the latest episode of Behind the Markets, Jeremy Schwartz and Christopher Gannatti spoke with Dom Rizzo, a portfolio manager for T. Rowe Price. Their conversation covered a broad range of AI topics, including Nvidia’s GPU technology, AMD and some of the more interesting opportunities they see in AI today.
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Every year, Bessemer Venture Partners (BVP) puts out research and perspective on what they term the “Cloud 100”—the 100 most significant private market cloud companies. Christopher Gannatti breaks down a few highlights from this year’s report.
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The excitement about the promise of artificial intelligence (AI) is shifting to how well the technology will drive increased revenues for tech and the broader economy. Christopher Gannatti reviews the performance of certain AI companies in the first half of 2023 and discusses their potential in the remainder of the year.
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