Nvidia doesn't need to make price concessions on Blackwell. Plus, my case for not selling Alphabet on DOJ fears.
My top 10 things to watch Friday, Nov. 22 1. Sellers were active yesterday in some of Club name Nvidia 's biggest customers, the hyperscalers that run a bunch of data centers. Does that continue as it dawns on people that there will be no price concessions on Nvidia's next-gen AI chip platform Blackwell because the demand is too great and there's no real alternative? 2.
Club name CrowdStrike is having one of the great comebacks following the global IT outage this summer. KeyBanc upped its price target to $395 a share from $345, with analysts saying its business is set for a bounce this quarter. We just bought some more earlier this week. JPMorgan and Baird also raised their price targets on CrowdStrike, which reports earnings Tuesday. 9. Off-price retailer Ross Stores reported a good quarter, sending shares higher.
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