#Nvidia $NVDA extended gains after Oracle’s blockbuster cloud forecast underscored surging AI demand. The stock rose 0.8% in premarket trade, adding to Wednesday’s 3.9% jump. @gilluria from D.A. Davidson upgraded Nvidia to Buy with a $210 target, citing long-term growth in #AI

If the AirPods live translation features work, it's a breakthrough in AI, says DA Davidson's @gilluria

谷歌可能坐擁價值9000億美元的瑰寶，有望顛覆英偉達的霸主地位 Sep 2, 2025, 11:48:00 PM 1. 谷歌TPU的潛力：D.A. Davidson分析師認為，谷歌的張量處理單元（TPU）是英偉達芯片的最佳替代品，正受到前沿AI實驗室的越來越多關注。 2. 潛在價值9000億美元：分析師估計，若將谷歌的TPU業務與DeepMind

"The number is staggering..." D.A. Davidson's Gil Luria weighs in on $ORCL's blockbuster database revenue growth, new AI deals with hyperscaler heavyweights, and the bottlenecks that could stop Oracle from hitting its targets

The Information: " $GOOGL recently approached small cloud providers that primarily rent out $NVDA chips about also hosting $GOOGL TPU in their data centers, according to seven people who have been involved in the talks." $GOOGL has reached an agreement with at least one of the

"It's a significant relief," D.A. Davidson's @gilluria says on the Google antitrust ruling. "The potential for having to spin off Chrome or Android would've been very disruptive to the business."

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Watch Sand Hill Global Advisors' @brendavingiello, @DADavidsonCo's @gilluria & @MoorInsStrat's @PatrickMoorhead react to #Nvidia's Q2 earnings results $NVDA

“Nvidia is making picks and shovels, Microsoft, Amazon, and Google are buying those picks and shovels and renting them out. Right now, there’s a line around the corner to rent picks and shovels,” D.A. Davidson head of technology research Gil Luria says.

What about other AI stocks? We spoke to @gilluria who shared 10 under the radar AI names! Check it out!

Hiring for my team! Join us for a front row seat to the future of AI. Check out this job at D.A. Davidson Companies: Junior Technology Equity Research Analyst

“Blaize took a focused approach by designing a chip specifically for AI inference on video and image data,” Gil Luria, DA Davidson. ICYMI: Gil Luria, Head of Technology Research at D.A. Davidson Companies, was recently on air with BNN Bloomberg to share why Blaize is one of his

The #AI talent war matters, even for Wall Street. “You can have hundreds of thousands of chips, but if you don’t have the right team developing the model, it doesn’t matter.” — Good summary by @gilluria Via @claresduffy @CNNBusiness https://t.co/mokDSzlM0a #technology

"Alphabet's other properties are being held back by uncertainty about search" says D.A. Davidson's @gilluria during a discussion with @SaraEisen, @davidfaber and @carlquintanilla. https://t.co/QPv1bfCI3w

Yesterday’s episode of Prof G Markets features our own @gilluria in conversation with Senior Producer Claire Miller, breaking down the financial dynamics behind @CoreWeave and @nvidia. His sharp analysis earned praise from Ed Elson; don’t miss the full episode to hear Gil’s

“Prime Day has now become what Singles Day was in China, where other retailers are participating with their big sales around the same days,” D.A. Davidson head of technology research @gilluria says on $AMZN Prime Day.

Finding an AI partner means Apple won’t have to invest billions in development, says @gilluria Why $AAPL could go from an AI laggard to winner if they get it right... https://t.co/IEw79ud9c5

“They’re clicking on most cylinders, but China continues to be a risk,” D.A. Davidson head of technology research @gilluria says on $NVDA.

"Meta can't afford to fail in having the leading AI model." @DADavidsonCo Head of Tech Research @gilluria explains why the company's ramping up efforts to hire a "dream team" in artificial intelligence: https://t.co/icrf49IGm0

Broad overview of where are at in AI, mentioning some favorites MSFT, AMZN, META and others (starting 1:51:30): https://t.co/swjMG76gHx