Nvidia Stock Warning: This NVDA Challenger Just Scored a Major Customer

FuriosaAI said it has landed LG as its first major customer. Furiosa AI is a startup based out of Seoul, South Korea that’s committed to designing chips, which rival NVDA in terms of performance, efficiency, and cost effectiveness. Nvidia stock is up nearly 95% versus its year-to-date low set in early April. Morgan Stanley analysts view NVDA stock as a “top idea” heading into the AI darling’s earnings print scheduled for the final week of August. The consensus rating on NVDA shares remains at “strong buy” with the mean target of about $183 indicating potential upside of some 8.0% from here.

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Nvidia (NVDA) shares inched down today, July 22, after FuriosaAI said it has landed LG as its first major customer.

FuriosaAI is a startup based out of Seoul, South Korea that’s committed to designing chips, which rival NVDA in terms of performance, efficiency, and cost effectiveness.

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Despite today’s decline, Nvidia stock is up nearly 95% versus its year-to-date low set in early April.

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Why Is FuriosaAI’s Announcement Significant for Nvidia Stock?

FuriosaAI’s most advanced artificial intelligence chip dubbed “RNGD” will power LG’s “Exaone” large-language models (LLMs), according to the startup’s press release on Tuesday.

It’s a meaningful development for NVDA investors given it signals growing enterprise confidence in alternatives to Nvidia’s GPUs.

This public endorsement from a global technology giant could accelerate adoption of non-Nvidia solutions, especially in Asia’s booming AI ecosystem.

For Nvidia, it raises competitive pressure and questions about future market share, particularly as startups like FuriosaAI gain traction with high-profile clients.

Note that the RNGD chip delivers 2.25x better performance per watt and offers a lower total cost of ownership compared to conventional graphics processing units.

Is LG Choosing FuriosaAI a Reason to Sell NVDA Shares?

Investors should note, however, that FuriosaAI’s announcement is not a big enough reason to sell Nvidia shares especially since the Korean startup is privately held and so NVDA is not really in competition with it for institutional capital.

In fact, Morgan Stanley analysts view NVDA stock as a “top idea” heading into the AI darling’s earnings print scheduled for the final week of August.

The investment firm recommends sticking with Nvidia stock despite its monster run since April as it’s “expecting the pace of revenue and EPS upside to accelerate on the earnings report, driving compelling risk reward into the quarter.”

Wall Street Has a Consensus ‘Strong Buy’ Rating on Nvidia

Nvidia stock is worth owning at current levels because other Wall Street firms continue to see it as a core holding for 2025 as well.

The consensus rating on NVDA shares remain at “strong buy” with the mean target of about $183 indicating potential upside of some 8.0% from here.

Source: Finance.yahoo.com | View original article

Telcos warned for not helping struggling customers

Customers are being left in the dark about how to get financial help for their phone and internet bills. The Australian Communications and Media Authority found the four companies failed to include some required information in at least one form of communication. Optus was found not to have included a contact email address in notices sent to customers to confirm they were being put on plans for financial hardship assistance. Skymesh and Swoop were also found to have failed to train their staff in how to help customers in financial hardship.

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Customers are being left in the dark about how to get financial help for their phone and internet bills, prompting a watchdog to formally warn four companies.

The formal warnings to Optus, Origin, Skymesh and Swoop issued on Wednesday are for failing to provide enough support to customers about how to seek assistance from their telco for financial problems.

Bills, overdue notices and financial hardship notifications must contain options for assistance and contact information for help with bill struggles under rules in effect from March 2024.

But the Australian Communications and Media Authority found the four companies failed to include some required information in at least one form of communication with customers.

Optus was found not to have included a contact email address in notices sent to customers to confirm they were being put on plans for financial hardship assistance.

An Optus spokeswoman said a routine check identified four customers who received communication without the required information.

All four telcos warned by a watchdog say they have updated their processes to comply with rules. (Dean Lewins/AAP PHOTOS)

Optus fixed its processes before the ACMA audit occurred, the spokeswoman said.

Origin acknowledged that while emails and invoices contained the necessary information, texts to Origin customers did not.

“We have since updated our text messages and we encourage any customers experiencing financial hardship to contact us so we can provide support,” an Origin spokesman said.

Skymesh and Swoop were also found to have failed to train their staff in how to help customers in financial hardship.

No Swoop customers were financially impacted by the incomplete information or training and the issues were resolved earlier this year, a spokesman said in a statement.

Skymesh was contacted for comment.

All four telcos updated their processes to comply with the rules while the investigation was ongoing but face penalties of up to $250,000 per offence if found in breach of the rules again.

In June, Optus agreed to pay a $100 million penalty to the consumer watchdog for “unconscionable conduct” including selling goods and services to vulnerable customers who could not afford them.

Earlier in July, Optus finished 31st out of 36 companies in research from the regulator measuring the rate of customer complaints referred to the telco ombudsman.

Source: Inkl.com | View original article

Navitas vs. ON Semiconductor: Which Power Stock is a Better Bet Now?

Navitas has seen its stock soar more than 370% in the past three months, fueled by design wins and growing traction in EVs, AI data centers and renewables. ON Semiconductor is executing a strategy focused on fab realignment, margin expansion and global EV penetration. The stock has rallied 70.8% in three months. For investors, both stocks present timely opportunities to tap into long-term electrification and power efficiency megatrends. Let’s delve deeper into the reasons to be Bullish on Navitas and On Semiconductors in the power solutions space in the next three years, and why they’re worth a closer look.

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So far in 2025, both Navitas Semiconductor NVTS and ON Semiconductor ON have issued compelling updates in the energy-efficient power solutions space. Navitas has seen its stock soar more than 370% in the past three months, fueled by design wins and growing traction in EVs, AI data centers and renewables. Its innovations in Gallium nitride (GaN) and Silicon Carbide (SiC) are positioning the company at the heart of the electrification trend.

ON Semiconductor, meanwhile, is executing a strategy focused on fab realignment, margin expansion and global EV penetration. The company recently highlighted share gains in SiC, strong visibility in automotive and industrial recovery and rising contributions from AI and medical markets. The stock has rallied 70.8% in three months.

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For investors, both stocks present timely opportunities to tap into long-term electrification and power efficiency megatrends. Let’s delve deeper.

Reasons to Be Bullish on NVTS

GaN Innovation Driving Solar and EV Adoption: Navitas has launched the industry’s first production-ready bidirectional GaN IC (BDS), which simplifies power electronics through single-stage conversion and bidirectional energy flow. This latest innovation has the potential to replace over 70% of traditional architectures, cutting size, weight, cost and power loss by 30% or more. Its applications span solar microinverters, energy storage, EV onboard chargers and motor control. Notably, the company secured its first solar design win and is seeing growing interest across sectors. Complementing this, Navitas’ automotive-qualified GaNSafe platform recently won the first-ever GaN EV onboard charger design with Changan Auto, positioning Navitas as a frontrunner in bringing GaN to mainstream electric vehicles, an important long-term growth driver.

Revenue and Path to Profitability: For the first quarter of 2025, Navitas reported 12% sequential growth and a 10% year-over-year growth in revenues, driven by traction in mobile, solar and industrial markets. While the company remains unprofitable, it significantly narrowed its non-GAAP operating loss to $10.6 million in the first quarter from $15.4 million a year ago. With improving gross margins and disciplined operating expense management, Navitas reaffirmed its outlook to achieve EBITDA breakeven in 2026, marking a path toward sustainable profitability.

Reasons to Be Bullish on ON

SiC Momentum, AI Infrastructure and Automotive Imaging: ON Semiconductor is advancing its growth through three key areas, SiC technology, AI data centers and automotive imaging. Its 4th-generation EliteSiC platform is gaining momentum in EVs and PHEVs (Plug-in Hybrid Electric Vehicles), with a major 750V platform win in the United States and expected use in about half of new EV models in China by the end of 2025.

Source: Finance.yahoo.com | View original article

Data Center Stocks

Data center stocks represent companies that own, operate, or provide services related to data centers. These stocks are gaining investor interest due to the increasing demand for cloud computing, big data analytics, and the growing need for data storage and processing capabilities. Data tables can be analyzed using “Views” A View simply presents the symbols on the page with a different set of columns. Site members can also display the page using Custom Views. For all markets except U.S. equities, fundamental data is not licensed for downloading. Your .csv file will show “N/L” for “not licensed” when downloading from a Canadian, UK, Australian, or European stocks page. The default settings for Mini-Charts are found in your Site Preferences, under “Overview Charts”. Pre-Post Data Market is available for Barchart Plus and Premier Members, this view will show any pre-Post data market activity or post-Post market data. Click here to see more data tables that contain an option that allows you to see the data tables without the symbol for the symbol.

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Data center stocks represent companies that own, operate, or provide services related to data centers, which are massive facilities used to house computer systems and associated components. These stocks are gaining investor interest due to the increasing demand for cloud computing, big data analytics, and the growing need for data storage and processing capabilities.

The digital transformation across industries and the rise of technologies like artificial intelligence and the Internet of Things are driving the expansion of data centers, making them attractive investment opportunities for growth-minded investors.

Page Sort Pages are initially sorted in a specific order (depending on the data presented). You can re-sort the page by clicking on any of the column headings in the table.

Views Most data tables can be analyzed using “Views.” A View simply presents the symbols on the page with a different set of columns. Site members can also display the page using Custom Views. Each View has a “Links” column on the far right to access a symbol’s Quote Overview, Chart, Options Quotes (when available), Barchart Opinion, and Technical Analysis page. Standard Views found throughout the site include: Main View : Symbol, Name, Last Price, Change, Percent Change, High, Low, Volume, and Time of Last Trade.

: Symbol, Name, Last Price, Change, Percent Change, High, Low, Volume, and Time of Last Trade. Technical View : Symbol, Name, Last Price, Today’s Opinion, 20-Day Relative Strength, 20-Day Historic Volatility, 20-Day Average Volume, 52-Week High and 52-Week Low.

: Symbol, Name, Last Price, Today’s Opinion, 20-Day Relative Strength, 20-Day Historic Volatility, 20-Day Average Volume, 52-Week High and 52-Week Low. Performance View : Symbol, Name, Last Price, Weighted Alpha, 5-Day Percent Change, 1-Month, 3-Month and 1-Year Percent Change, YTD Percent Change.

: Symbol, Name, Last Price, Weighted Alpha, 5-Day Percent Change, 1-Month, 3-Month and 1-Year Percent Change, YTD Percent Change. Moving Averages View : Symbol, Name, Last Price, 20-Day Moving Average, % From 20-Day Moving Average, 50-Day Moving Average, % From 50-Day Moving Average, 100-Day Moving Average, % From 100-Day Moving Average, 200-Day Moving Average, % From 200-Day Moving Average.

: Symbol, Name, Last Price, 20-Day Moving Average, % From 20-Day Moving Average, 50-Day Moving Average, % From 50-Day Moving Average, 100-Day Moving Average, % From 100-Day Moving Average, 200-Day Moving Average, % From 200-Day Moving Average. Fundamental View : Available only on equity pages, shows Symbol, Name, Market Cap, P/E Ratio (trailing 12 months). Earnings Per Share (trailing 12 months), Net Income, Beta, Annual Dividend, Dividend Yield, and Latest Earnings Date.

Note : For all markets except U.S. equities , fundamental data is not licensed for downloading. Your .csv file will show “N/L” for “not licensed” when downloading from a Canadian, UK, Australian, or European stocks page.

: Available only on equity pages, shows Symbol, Name, Market Cap, P/E Ratio (trailing 12 months). Earnings Per Share (trailing 12 months), Net Income, Beta, Annual Dividend, Dividend Yield, and Latest Earnings Date. : For all markets , fundamental data is not licensed for downloading. Your .csv file will show “N/L” for “not licensed” when downloading from a Canadian, UK, Australian, or European stocks page. Mini-Chart View : Available for Barchart Plus and Premier Members, this view displays 12 small charts per page for the symbols shown in the data table. You may change the bar type and time frame for the Mini-Charts as you scroll through the page. The default settings for Mini-Charts are found in your Site Preferences, under “Overview Charts”.

: Available for Barchart Plus and Premier Members, this view displays 12 small charts per page for the symbols shown in the data table. You may change the bar type and time frame for the Mini-Charts as you scroll through the page. The default settings for Mini-Charts are found in your Site Preferences, under “Overview Charts”. Pre-Post Market Data: Available for Barchart Plus and Premier Members, this view will show any pre- or post-market price activity for U.S. equities only.

View Symbol More Data (+) Unique to Barchart.com, data tables contain an option that allows you to see more data for the symbol without leaving the page. Click the “+” icon in the first column (on the left) to view more data for the selected symbol. Scroll through widgets of the different content available for the symbol. Click on any of the widgets to go to the full page. The “More Data” widgets are also available from the Links column of the right side of the data table.

Horizontal Scroll on Wide Tables Especially when using a custom view, you may find that the number of columns chosen exceeds the available space to show all the data. In this case, the table must be horizontally scrolled (left to right) to view all of the information. To do this, you can either scroll to the bottom of the table and use the table’s scrollbar, or you can scroll the table using your browser’s built-in scroll: Left-click with your mouse anywhere on the table.

with your mouse anywhere on the table. Use your keyboard’s left and right arrows to scroll the table.

to scroll the table. Repeat this anywhere as you move through the table to enable horizontal scrolling.

Flipcharts Also unique to Barchart, Flipcharts allow you to scroll through all the symbols on the table in a chart view. While viewing Flipcharts, you can apply a custom chart template, further customizing the way you can analyze the symbols. Flipcharts are a free tool available to Site Members. Note: Flipcharts, unlike the full-page chart or Dashboard, does not stream updated data to the chart.

Download Download is a free tool available to Site Members. This tool will download a .csv file for the View being displayed. For dynamically-generated tables (such as a Stock or ETF Screener) where you see more than 1000 rows of data, the download will be limited to only the first 1000 records on the table. For other static pages (such as the Russell 3000 Components list) all rows will be downloaded. Free members are limited to 1 site download per day. Barchart Plus Members have 10 downloads per day, while Barchart Premier Members may download up to 250 .csv files per day. Note: Due to licensing restrictions, Canadian fundamental data cannot be downloaded from Barchart.com. You will see “N/L” in a downloaded column when this is the case. Fundamental data for US equities is also limited to 15 fields per download request. Should you require more than 250 downloads per day, please contact Barchart Sales at 866-333-7587 or email solutions@barchart.com for more information or additional options about historical market data.

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View the latest top Barchart Exclusives stories, with a focus on today’s important stocks, ETFs, and commodity market news.

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Top Stocks Under $10

Use this page to find the top and bottom performing stocks under $10, updating throughout the trading day. To make these lists, a stock must be trading under $ 10.00, have a positive (or negative) 52-week percent change, and strong Price/Earnings and Price/Sales ratios. Most data tables can be analyzed using “Views” A View simply presents the symbols on the page with a different set of columns. Each View has a “Links” column on the far right to access a symbol’s Quote Overview, Chart, Options Quotes (when available), Barchart Opinion, and Technical Analysis page. For all markets except U.S. equities, fundamental data is not licensed for downloading. Your .csv file will show “N/L” for “not licensed” when downloading from a Canadian, UK, Australian, or European stocks page. The default settings for Mini-Charts are found in your Site Preferences, under “Overview Charts”. You may change the bar type and time frame for the Mini-charts as you scroll through the page.

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Stocks priced under $10 can represent an affordable asset to add to your portfolio. Use this page to find the top and bottom performing stocks under $10, updating throughout the trading day. To make these lists, a stock must be trading under $10.00, have a positive (or negative) 52-week percent change, and strong Price/Earnings and Price/Sales ratios.