The Latest Breaking News from Pierre Ferragu

Amazon’s revealed $100 in planned capex is being seen as a huge win for Nvidia in 2025. Here’s what to make of this big announcement.

OpenAI has launched a $200/month ChatGPT Pro subscription, providing unlimited access to its advanced "o1" reasoning model and offering enhanced performance, especially in coding and math tasks, as part of its "12 Days of OpenAI" event.

Tesla's Investor Day is coming up on March 1, and the company is expected to talk about its next-gen platform and models. Here are some ideas of what to expect.

Wall Street analyst Pierre Ferragu attended a Tesla event at Giga Berlin and was blown away, He wrote to his clients that demand for Tesla's EVs is crazy.

NVIDIA Corp (NASDAQ: NVDA) shares are trading higher Wednesday following an analyst upgrade.  New Street Research analyst Pierre Ferragu upgraded Nvidia from a Neutral rating to a Buy rating and announced a $280 price target.

New Street analyst Pierre Ferragu upgraded NVIDIA Corp (NASDAQ:NVDA) to Buy from Neutral with a price target of $280 (30.2% upside). Ferragu saw an attractive valuation, greater visibility on the "crypto-winter risk," and the company's robust data center outlook.  Ethereum's hash rate quadrupled between October 2020 and January 2022, likely boosting Nvidia's FY22 gaming revenues…

Tesla, Inc. (NASDAQ: TSLA) shares barely budged despite all the hype surrounding the Cyber Rodeo event held this week.

New Street analyst Pierre Ferragu thinks a merger between Lyft Inc (NASDAQ:LYFT) and DoorDash Inc (NYSE:DASH) would drive a 30% upside to the combined company's long-term EBITDA. Ferragu says combining the businesses would keep drivers busier, allowing them to make more money while also reducing the cost of finding new customers.  The combination of food…

With Ethereum ($ETH) down over 40% from the peak, mining volumes should decline in the next six months, crypto demand for graphics processing units will "die," and excess mining GPUs will hit the gaming market New Street analyst Pierre Ferragu tells.