US approves NVIDIA chip sales
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Let’s examine some figures and see how this distribution capability compares to the largest capital-returning companies in the market.
Both companies are riding the AI wave, but one stock offers a better mix of growth momentum and valuation today.
At the J.P. Morgan Healthcare Conference, Nvidia announced major AI partnerships with Lilly and Thermo Fisher Scientific to accelerate drug discovery and automate laboratory infrastructure globally.
Nvidia’s stock is lagging semiconductor peers in the wake of TSM earnings — underscoring both its well-trodden narrative and the self-reinforcing outperformance of memory stocks.
Duquesne Family Office's billionaire boss jettisoned his entire stake in the face of the artificial intelligence (AI) revolution in favor of another industry-leading company.