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GraniteShares 2x Long NVDA Daily ETF
NVDL.US
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Nvidia avoids acquisition label with Groq structure to calm antitrust concerns

Nvidia has strategically acquired assets and talent from Groq for $20 billion without labeling it as a formal acquisition, likely to avoid antitrust scrutiny. This move allows Nvidia to enhance its AI capabilities while preventing rivals from accessing Groq's technology. The deal structure, labeled as a non-exclusive license, reflects a trend among Big Tech companies to secure AI talent and technology without triggering full merger reviews. Analysts view the deal as both offensive and defensive, with Nvidia maintaining its market dominance.

Cryptopolitan·
US
NVDA
+1.02%
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NVDL
+1.94%
HK
07788
+5.38%
Cryptopolitan·
US
NVDA
+1.02%
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NVDL
+1.94%
HK
07788
+5.38%

Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says

Nvidia's $20 billion acquisition of Groq's assets is structured as a "non-exclusive licensing agreement," mimicking strategies by other tech giants to avoid antitrust scrutiny. Analysts view the deal as enhancing Nvidia's leadership in AI, widening its competitive moat, and addressing the shift towards AI inference. The acquisition is Nvidia's largest, following its $7 billion purchase of Mellanox in 2019.

CNBC·
US
NVDA
+1.02%
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NVDL
+1.94%
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07788
+5.38%
CNBC·
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+1.02%
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+1.94%
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07788
+5.38%

Analyst Says Nvidia Set to Regain Leadership as AI Fears Fade

Analysts at Cantor Fitzgerald predict Nvidia shares will strengthen by year-end and 2026, despite recent consolidation. They argue that AI bubble fears are overstated and expect a major AI demand inflection point. Cantor maintains a Buy-equivalent overweight rating and a $300 price target on Nvidia stock.

GuruFocus·
US
NVDA
+1.02%
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NVDL
+1.94%
HK
07788
+5.38%
GuruFocus·
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Nvidia Stock Climbs As The King Of AI Defends Its Throne

Nvidia has entered a non-exclusive licensing agreement with Groq to maintain its dominance in the AI inference market. This strategic move, seen as a counter to Google's TPU, involves a significant talent transfer, including Groq's founder. Nvidia's stock rose 1.77% to $191.95 following the announcement. Analysts at Rosenblatt Securities view the deal as crucial for Nvidia's market leadership, maintaining a Buy rating and a $245 price target for NVDA shares.

benzinga_article·
US
NVDA
+1.02%
US
NVDL
+1.94%
HK
07788
+5.38%
benzinga_article·
US
NVDA
+1.02%
US
NVDL
+1.94%
HK
07788
+5.38%
Posts
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I'm excited by the upcoming Nvidia China deals next year. Even though Nvidia's Blackwell chips are not allowed to be sold to China, any deal is still better than no deal as China is a huge market.

$NVIDIA(NVDA.US) Moved up trade stops to no green to red. 195-196 next level on my radar that will have me move the stops again. I also own long time let it rides in let it ride account. No change ...

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$NVIDIA(NVDA.US)is going strong having broken a few of its past supports. Will it fall back to 186 after the hype?

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$NVIDIA(NVDA.US)

I remember hesitating on Nvidia because it felt “too high.” That thought didn’t come from numbers.It came from fear.

What I’ve learned is this: great companies often look expensive whil...

$NVIDIA(NVDA.US)

Let's look at the actual math of this so called bubble.

In the year 2000 Cisco was trading at 100 times earnings. It was pure hype.

Today NVIDIA is trading at around 30 to 40 times forwa...

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