{"id":86323,"date":"2023-11-19T11:36:57","date_gmt":"2023-11-19T16:36:57","guid":{"rendered":"https:\/\/ifintechworld.com\/uncategorized\/5-big-analyst-ai-moves-microsoft-and-nvidia-reign-supreme\/"},"modified":"2023-11-19T11:36:59","modified_gmt":"2023-11-19T16:36:59","slug":"5-big-analyst-ai-moves-microsoft-and-nvidia-reign-supreme","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=86323","title":{"rendered":"5 big analyst AI moves: Microsoft and NVIDIA reign supreme"},"content":{"rendered":"
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\u00a9 Reuters. <\/span>
\n<\/i>\n<\/div>\n

Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.<\/p>\n

InvestingPro subscribers always get first dibs on market-moving AI analsyt comments.<\/p>\n

Unlock the potential of InvestingPro for up to 55% off this Black Friday and never miss out on a market winner again.<\/strong><\/p>\n

Microsoft\u2019s Ignite Conference<\/h2>\n

Microsoft Corporation (NASDAQ:) unveiled a series of new AI products at its Ignite conference. Among the notable announcements are AI Copilots for Azure and Service.<\/p>\n

The Redmond-based tech titan is also working on internally designed semiconductors tailored for both AI and general-purpose workloads.<\/p>\n

\u201cMicrosoft continues to be a first mover in bringing generative AI to customers, and the progress highlighted at Ignite today affirms our outlook that the company can continue to capitalize on the expanding opportunity it has in front of them,\u201d Barclays analysts said.<\/p>\n

Nvidia\u2019s new super chip<\/h2>\n

NVIDIA Corporation (NASDAQ:) announced the new HGX H200 AI accelerator, which is an upgrade to the current H100. <\/p>\n

Bank of America analysts reiterated a Top Pick designation on Nvidia stock following the announcement. They highlight that H200 is compatible with its predecessor H100 installations, enabling faster time to market.<\/p>\n

\u201cWe view [this] as critical, as hyperscalers do not need to invest to reconfigure their existing hardware platform, incentivizing customers to remain key partners of NVDA,\u201d analysts wrote.<\/p>\n

\"InvestingPro\" <\/h2>\n

Meta could be GenAI winner in 2024 – Morgan Stanley<\/span><\/p>\n

Morgan Stanley analysts discussed potential GenAI winners in 2024 with Meta Platforms Inc (NASDAQ:) seen as a strong mega-cap candidate.<\/p>\n

\u201cWe continue to follow the multi-year phasing of investing in tech cycles (semi-conductors, infrastructure, then software) but in \u201924 we look for more investor focus on material incremental ROIC of AI investments. META screens the most likely candidate among the mega caps.\u201d<\/p>\n

Elsewhere, the analysts also flagged several smaller stocks, including Snap (NYSE: SNAP), Pinterest (NYSE: NYSE:), eBay (NASDAQ: NASDAQ:), Etsy (NASDAQ: NASDAQ:), Trade Desk (NASDAQ: NASDAQ:), Take Two (NASDAQ: TTWO), and ridesharing-delivery businesses like Uber (NYSE: NYSE:), DoorDash (NASDAQ: NASDAQ:), and Lyft <\/span><\/span> (NASDAQ: NASDAQ:).<\/p>\n

MongoDB is a pure AI play – Wells Fargo<\/h2>\n

MongoDB <\/span><\/span> (NASDAQ:) is the best way to play AI, according to Wells Fargo analysts.<\/p>\n

The analysts initiated research coverage on MongoDB with an Overweight rating and a $500 per share price target.<\/p>\n

\u201cWe see MongoDB as the best AI play in software infrastructure given its ever-expanding list of new workloads. The company is well-positioned for solid margin expansion, which in turn will drive strong Free Cash Flow growth,\u201d analysts said in a note.<\/p>\n

Wedbush sees AI fueling new tech bull market<\/h2>\n

Wedbush tech analysts argue that a new tech bull market has started despite investor worries about stretched valuations. They see the set-up in the sector as strong amid a “tidal wave” of AI spending.<\/p>\n

“Heading into 2024 we believe the tech sector is set up for an acceleration of spending around cloud and AI spending that we believe is being significantly underestimated by the Street,” analysts commented. <\/p>\n

“While IT budgets are expected to be up modestly in 2024, we believe cloud and AI driven spending will be up 20%-25% over the next year with use cases now exploding across the enterprise and consumer landscape.”<\/p>\n

\"InvestingPro\"<\/p>\n<\/div>\n

Read the full article here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\u00a9 Reuters. Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. InvestingPro subscribers always get first dibs on market-moving AI analsyt comments. Unlock the potential of InvestingPro for up to 55% off this Black Friday and never miss out on a market winner again. Microsoft\u2019s Ignite Conference Microsoft […]<\/p>\n","protected":false},"author":1,"featured_media":86324,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[1],"tags":[83],"class_list":["post-86323","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-uncategorized","tag-featured","post_format-post-format-video"],"yoast_head":"\n5 big analyst AI moves: Microsoft and NVIDIA reign supreme | iFintechWorld<\/title>\n<meta name=\"description\" content=\"\u00a9 Reuters. Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. 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