Invest in Promising AI Stocks Before the Disinflation Boom
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 22 2024
0mins
Should l Buy NVDA?
Source: Business Insider
- AI Chip Demand: Companies are buying AI chips in bulk, with Nvidia's Data Center revenue growing significantly due to increased sales of AI chips.
- AI Application Development: Major companies like Microsoft, Amazon, and Apple are investing in AI chips to develop AI applications, products, and services to improve productivity.
- Productivity Boom: The surge in AI application development is expected to lead to a productivity boom, enhancing economic productivity and efficiency.
- Disinflation Boom Prediction: The rise in productivity is anticipated to result in a disinflationary boom, leading to lower inflation rates in the U.S. economy.
- Stock Market Impact: The author suggests that the U.S. stock market will likely experience significant growth this summer, with AI stocks potentially leading the way.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 180.050
Low
200.00
Averages
264.97
High
352.00
Current: 180.050
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Future Outlook: JPMorgan strategists noted that investors are seeking greater clarity on the 2027 data center growth outlook at the upcoming GTC conference, especially as major hyperscalers have significantly increased their capital expenditure budgets.
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