DA Davidson

mentions 3 type Person feed RSS

// recent coverage 3 mentions

00:13

2026-07-15

startupfortune.com

ai-infrastructure

CoreWeave's Long-Term Contracts Never Hedged Against Memory Chip Prices

CoreWeave signed long-term cloud contracts with Microsoft and OpenAI through 2030 without hedging against memory chip prices, and DRAM prices have since tripled, squeezing margins to roughly 1% on nea…

02:49

2026-06-16

letsdatascience.com

ai-infrastructure

DA Davidson Raises Oracle Price Target After Q4

DA Davidson raised its price target for Oracle Corporation following the company's Q4 report, citing Oracle's leadership in AI and cloud infrastructure. The analyst upgrade is expected to influence in…

20:13

2026-06-06

cryptobriefing.com

ai-chips

Nvidia’s profit margins projected to remain above 70% through 2030

Nvidia's gross profit margins are projected to remain above 70% through 2030, according to DA Davidson analyst Gil Luria, as hyperscalers like Google and Amazon have few alternatives to the company's …

// co-occurs with top 8 entities

Nvidia 2 Oracle Corporation 1 Gil Luria 1 Bloomberg Television 1 Google 1 Amazon 1 CoreWeave 1 Microsoft 1

// topics top 5 topics

ai infrastructure 3 ai chips 2 artificial intelligence 1 ai products 1 ai startups 1