2024-08-27 17:55:08
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Key Messages About Nvidia Stock
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The Street
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Nvidia shares rose $600B since August lows ahead of Q2 earnings; Wedbush's Bryson sees strong results, 137% EPS growth to 67 cents, $30B revenue. Blackwell delays, Hopper and H100 chip demand. Hyperscalers plan $500B infrastructure spend. Nvidia's data center revenue could reach $150B next year. Ives says Nvidia's earnings impact tech, $1 GPU=$8-$10 multiplier; analysts question AI spending at Microsoft, Meta, Amazon, Alphabet.
The Street
Nvidia's Jensen Huang and new inflation data may rock the markets TheStreet Daily Newsletter
Economy
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Politics
Nvidia's earnings, Blackwell GPU delays, new inflation data, geopolitical tensions, corporate earnings, and political events could impact markets this week. Nvidia's CEO Jensen Huang will discuss Q2 results and Blackwell GPU issues. The Commerce Dept. will release July PCE inflation data, which could prompt Fed interest rate cuts. Israel attacked Hezbollah in Lebanon, the Ukraine-Russia war continues, and there are Middle East worries. U.S. election campaigns will ramp up. CrowdStrike had comp..
Yahoo Finance
3 Reasons To Buy Nvidia Stock Before August 28
Technology
Finance
Economy
Nvidia, the leading AI chip maker, has seen its technology drive over 30% of the S&P 500's growth this year. The company's chips are in high demand as cloud providers race to upgrade their data centers for AI, with Nvidia's Spectrum-X networking platform poised to be a major revenue stream. However, Nvidia has faced a delay in rolling out its latest Blackwell AI accelerator chip. The company is building an ecosystem where its components are optimized to work together, rewarding clients for sti..
fool
Forget Revenue and Net Income: This Is the Critical Metric to Look for When Nvidia Reports on Aug. 28
Technology
Economy
Finance
Nvidia's adjusted gross margin, not revenue or net income, is the critical metric to watch when the company reports earnings on Aug. 28. This reflects Nvidia's pricing power and the supply-demand dynamics for its AI-focused GPUs and software, including the H100 GPU and CUDA platform. A decline in adjusted gross margin could signal competitive threats from rivals like AMD, as well as internal competition from Nvidia's four-largest customers, the Magnificent Seven, who are developing their own i..
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