Nvidia Soars as AI Leader, While Doubts Grow Over C3.ai and Mobileye
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Nvidia became a hot AI stock as its GPUs powered data center AI, growing revenue 31% from 2014-2024. It remains a top way to invest in AI.
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C3.ai faces slowing growth, an uncertain partnership, and profitability doubts, while insiders sell shares.
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Mobileye ships AI chips for vehicles, but faces a 6-12% revenue decline in 2024 due to an inventory glut.
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Mobileye's stock looks expensive at 62x forward earnings after a 40% drop over the past year.
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Intel, which retains majority ownership, also sold some Mobileye shares recently, signaling low confidence.