Stockwinners Market Radar for May 29, 2023 - Earnings, Upgrades downgrades, option trades, Best Stock Advisory Service

20:13 EDT Fly Intel: Top five weekend stock stories - Catch up on the weekend's top five stories with this list compiled by The Fly: 1. Nvidia announced a new class of large-memory AI supercomputer - an NVIDIA DGX supercomputer powered by NVIDIA GH200 Grace Hopper Superchips and the NVIDIA NVLink Switch System - created to enable the development of giant, next-generation models for generative AI language applications, recommender systems and data analytics workloads. DGX GH200 is the first supercomputer to pair Grace Hopper Superchips with the NVIDIA NVLink Switch System, a new interconnect that enables all GPUs in a DGX GH200 system to work together as one. Google Cloud (GOOGL), Meta (META) and Microsoft (MSFT) are among the first expected to gain access to the DGX GH200 to explore its capabilities for generative AI workloads. NVIDIA is building its own DGX GH200-based AI supercomputer to power the work of its researchers and development teams. Named NVIDIA Helios, the supercomputer will feature four DGX GH200 systems. NVIDIA DGX GH200 supercomputers are expected to be available by the end of the year. 2. Call of Duty, arguably the most successful videogame franchise ever, is at the center of the debate over whether Microsoft's planned $75B acquisition of Call of Duty owner Activision Blizzard (ATVI) could give it an unfair edge to dominate the videogaming industry, The Wall Street Journal's Sarah E. Needleman reports. The U.K.'s Competition and Markets Authority mentioned Call of Duty 41 times in the 20-page summary of its decision to reject the deal last month. The U.S. Federal Trade Commission cited the game 18 times in its 23-page complaint to quash the deal in December. The European Union approved the deal this month but only after Microsoft pledged to allow competitors to stream Call of Duty and other Activision games over the cloud, the author notes. 3. In the coming months, courts in the U.S. and Europe will rule whether Illumina (ILMN) must abandon its $8B acquisition of the cancer-testing company Grail, under orders of antitrust authorities, Bill Alpert writes in this week's edition of Barron's. Illumina argues that it's the victim of administrative-state overreach. Millions could die of cancer, says the company, if bureaucrats bust up the deal. To critics of executive-branch power and of the FTC's activist chair, Lina Khan, Illumina's case might be their ticket to the U.S. Supreme Court and a ruling that blunts agency power. The case could reach the high court in the next term, which starts in October. One thing makes Illumina's test case less compelling: Many shareholders want the company to lose. The stock perks up when the merger looks doubtful, and slumps when the merger appears on track, the author notes. 4. Disney's (DIS) live-action remake of "The Little Mermaid" won the Memorial Day weekend at the domestic box office with a four-day debut of $117.5M. For the three-day period, the movie grossed an estimated $95.4M. Overseas, "The Little Mermaid" earned just $68.1M from 51 markets. The live-action film also earned an A CinemaScore. 5. Nvidia, Wynn (WYNN), and Estee Lauder (EL) saw positive mentions in this week's edition of Barron's.

09:35 EDT Accenture announces intent to acquire Green Domus - Accenture has announced its intent to acquire Green Domus Desenvolvimento Sustentavel LTDA, a leading Brazil-based sustainability consultancy with experience helping clients design and implement a range of sustainability services with a focus on measurable decarbonization strategies. Green Domus will join Accenture to further enhance its Sustainability Services team. Financial terms of the transaction are not being disclosed.

09:13 EDT Crescent Point Energy provides update on Alberta wildfires - Crescent Point Energy said it is "pleased to advise that over the past week it has brought back on stream the full 45,000 boe/d of Kaybob Duvernay production previously shut-in due to the Alberta wildfires. No damage has occurred to the company's assets." Crescent Point's 2023 guidance remains unchanged, including annual average production of 160,000 to 166,000 boe/d, despite the impact of the wildfires during second quarter. The company added it continues to monitor the wildfire situation closely and will manage potential future temporary shut-ins as required with industry partners and local authorities to ensure the safety and security of its workers and assets.

07:09 EDT Nvidia launches accelerated ethernet platform for hyperscale Generative AI - Nvidia announced NVIDIA Spectrum-X, an accelerated networking platform designed to improve the performance and efficiency of Ethernet-based AI clouds. NVIDIA Spectrum-X is built on networking innovations powered by the tight coupling of the NVIDIA Spectrum-4 Ethernet switch with the NVIDIA BlueField-3 DPU, achieving 1.7x better overall AI performance and power efficiency, along with consistent, predictable performance in multi-tenant environments. Spectrum-X is supercharged by Nvidia acceleration software and software development kits, allowing developers to build software-defined, cloud-native AI applications. The delivery of end-to-end capabilities reduces run-times of massive transformer-based generative AI models. This allows network engineers, AI data scientists and cloud service providers to improve results and make informed decisions faster. The world's top hyperscalers are adopting NVIDIA Spectrum-X, including industry-leading cloud innovators. As a blueprint and testbed for NVIDIA Spectrum-X reference designs, Nvidia is building Israel-1, a hyperscale generative AI supercomputer to be deployed in its Israeli data center on Dell PowerEdge XE9680 servers based on the NVIDIA HGX H100 eight-GPU platform, BlueField-3 DPUs and Spectrum-4 switches. The NVIDIA Spectrum-X networking platform is highly versatile and can be used in various AI applications. It uses fully standards-based Ethernet and is interoperable with Ethernet-based stacks. The platform starts with Spectrum-4, the world's first 51Tb/sec Ethernet switch built specifically for AI networks. Advanced RoCE extensions work in concert across the Spectrum-4 switches, BlueField-3 DPUs and NVIDIA LinkX optics to create an end-to-end 400GbE network that is optimized for AI clouds. NVIDIA Spectrum-X enhances multi-tenancy with performance isolation to ensure tenants' AI workloads perform optimally and consistently. It also offers better AI performance visibility, as it can identify performance bottlenecks and it features completely automated fabric validation. Acceleration software driving Spectrum-X includes powerful NVIDIA SDKs such as Cumulus Linux, pure SONiC and NetQ - which together enable the networking platform's extreme performance. It also includes the NVIDIA DOCA software framework, which is at the heart of BlueField DPUs. NVIDIA Spectrum-X enables unprecedented scale of 256 200Gb/s ports connected by a single switch, or 16,000 ports in a two-tier leaf-spine topology to support the growth and expansion of AI clouds while maintaining high levels of performance and minimizing network latency. NVIDIA Spectrum-X, Spectrum-4 switches, BlueField-3 DPUs and 400G LinkX optics are available now.

06:53 EDT Nvidia announces DGX GH200 AI supercomputer - Nvidia announced a new class of large-memory AI supercomputer - an NVIDIA DGX supercomputer powered by NVIDIA GH200 Grace Hopper Superchips and the NVIDIA NVLink Switch System - created to enable the development of giant, next-generation models for generative AI language applications, recommender systems and data analytics workloads. The NVIDIA DGX GH200's massive shared memory space uses NVLink interconnect technology with the NVLink Switch System to combine 256 GH200 superchips, allowing them to perform as a single GPU. This provides 1 exaflop of performance and 144 terabytes of shared memory - nearly 500x more memory than the previous generation NVIDIA DGX A100, which was introduced in 2020. GH200 superchips eliminate the need for a traditional CPU-to-GPU PCIe connection by combining an Arm-based NVIDIA Grace CPU with an NVIDIA H100 Tensor Core GPU in the same package, using NVIDIA NVLink-C2C chip interconnects. This increases the bandwidth between GPU and CPU by 7x compared with the latest PCIe technology, slashes interconnect power consumption by more than 5x, and provides a 600GB Hopper architecture GPU building block for DGX GH200 supercomputers. DGX GH200 is the first supercomputer to pair Grace Hopper Superchips with the NVIDIA NVLink Switch System, a new interconnect that enables all GPUs in a DGX GH200 system to work together as one. The previous-generation system only provided for eight GPUs to be combined with NVLink as one GPU without compromising performance. The DGX GH200 architecture provides 48x more NVLink bandwidth than the previous generation, delivering the power of a massive AI supercomputer with the simplicity of programming a single GPU. Google Cloud (GOOGL), Meta (META) and Microsoft (MSFT) are among the first expected to gain access to the DGX GH200 to explore its capabilities for generative AI workloads. Nvidia also intends to provide the DGX GH200 design as a blueprint to cloud service providers and other hyperscalers so they can further customize it for their infrastructure. NVIDIA is building its own DGX GH200-based AI supercomputer to power the work of its researchers and development teams. Named NVIDIA Helios, the supercomputer will feature four DGX GH200 systems. Each will be interconnected with NVIDIA Quantum-2 InfiniBand networking to supercharge data throughput for training large AI models. Helios will include 1,024 Grace Hopper Superchips and is expected to come online by the end of the year. DGX GH200 supercomputers include NVIDIA software to provide a turnkey, full-stack solution for the largest AI and data analytics workloads. NVIDIA Base Command software provides AI workflow management, enterprise-grade cluster management, libraries that accelerate compute, storage and network infrastructure, and system software optimized for running AI workloads. Also included is NVIDIA AI Enterprise, the software layer of the NVIDIA AI platform. It provides over 100 frameworks, pretrained models and development tools to streamline development and deployment of production AI including generative AI, computer vision, speech AI and more. NVIDIA DGX GH200 supercomputers are expected to be available by the end of the year. Watch Huang discuss NVIDIA DGX GH200 supercomputers during his keynote address at COMPUTEX.

06:41 EDT Nvidia announced NVIDIA Avatar Cloud Engine for Games - Nvidia announced NVIDIA Avatar Cloud Engine for Games, a custom AI model foundry service that transforms games by bringing intelligence to non-playable characters through AI-powered natural language interactions. Developers of middleware, tools and games can use ACE for Games to build and deploy customized speech, conversation and animation AI models in their software and games. Building on NVIDIA Omniverse, ACE for Games delivers optimized AI foundation models for speech, conversation and character animation, including: NVIDIA NeMo - for building, customizing and deploying language models, using proprietary data. The large language models can be customized with lore and character backstories, and protected against counterproductive or unsafe conversations via NeMo Guardrails. NVIDIA Riva - for automatic speech recognition and text-to-speech to enable live speech conversation. NVIDIA Omniverse Audio2Face - for instantly creating expressive facial animation of a game character to match any speech track. Audio2Face features Omniverse connectors for Unreal Engine 5, so developers can add facial animation directly to MetaHuman characters. Developers can integrate the entire NVIDIA ACE for Games solution or use only the components they need. Nvidia collaborated with Convai, an NVIDIA Inception startup, to showcase how developers will soon be able to use NVIDIA ACE for Games to build NPCs. Convai, which is focused on developing cutting-edge conversational AI for virtual game worlds, integrated ACE modules into its end-to-end real-time avatar platform. The neural networks enabling NVIDIA ACE for Games are optimized for different capabilities, with various size, performance and quality trade-offs. The ACE for Games foundry service will help developers fine-tune models for their games, then deploy via NVIDIA DGX Cloud, GeForce RTX PCs or on premises for real-time inferencing. The models are optimized for latency - a critical requirement for immersive, responsive interactions in games.

06:23 EDT Synopsys strengthens AI-enhanced collaboration with Arm - Tackling extremely complex mobile chip designs on advanced nodes down to 2nm, Synopsys has strengthened its AI-enhanced design collaboration with Arm as the company announces Arm Total Compute Solutions 2023 platform at Computex. Comprehensive EDA and IP solutions optimized for the highest levels of performance and power for Arm's latest compute platform includes the Synopsys.ai full-stack AI-driven EDA suite, Synopsys Interface and Security IP and Synopsys Silicon Lifecycle Management PVT IP. These advancements build on decades of collaboration between the two companies to accelerate customers' delivery of high-performance, efficient Arm-based SoCs for high-end smartphones and virtual/augmented-reality applications.