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Nvidia: The Bulls Strengthen The Bear Case - 2 Graphs To Make You Think Twice
Seeking Alpha· 2025-11-28 16:18
Nvidia Corporation's ( NVDA ) Q3 fiscal 2026 results have come in above expectations, of course. Was there any question that they would? The problem is not with the way revenues or earnings are growing now - that would be an unsupportableA freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make ...
Nvidia & bitcoin fall in November, retail trends driving Black Friday shopping
Youtube· 2025-11-28 16:13
Good Friday morning on Wall Street. I'm Yahoo Fights executive editor Brian Sazy and this is opening bid. You may be getting ready to do some Black Friday shopping, but markets are still open for business at least until 1 p.m. and we are still getting after it here on the show. Here's what's on my watch list right now.It has been a month to forget as November winds to a close. The S&P 500 is on track for its first monthly loss since April. Blame AI bubble fears and a major pullback in crypto.Nvidia shed 13% ...
Nvidia stock trades in the red on Friday: here's why NVDA may bounce back strongly
Invezz· 2025-11-28 15:38
Nvidia stock (NASDAQ: NVDA) tumbled into negative territory on Friday, sparking fresh debate about overheated valuations and "bubble†risk. Yet, bullish investors see the selloff as noise rather than ... ...
This Is Nvidia’s Price Prediction Heading Into 2026 According To This Market
Yahoo Finance· 2025-11-28 15:37
nazarovsergey / Shutterstock.com Quick Read Nvidia (NVDA) has surged 1,000% since late 2022 but now trades sideways between $170 and $180 per share. Nvidia reported record revenue of $57B in fiscal Q3 with $500B in AI chip orders through 2026. Alphabet secured a multi-billion dollar deal with Meta Platforms to integrate TPUs starting 2027 and challenge Nvidia’s market share. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize th ...
Nvidia Stock Falls to End Rough Month. Why History Says December Will Be a Relief.
Barrons· 2025-11-28 15:37
The AI chip maker has had a November to forget. Why December could be better. ...
Bridgewater's Greg Jensen echoes Michael Burry on Nvidia's AI chips — and says they could help make themselves obsolete
Business Insider· 2025-11-28 15:34
Michael Burry of "The Big Short" fame has said some of the world's largest AI companies are exaggerating how long their Nvidia chips will last to pad their short-term profits. Now, one hedge fund boss has warned that those chips could make themselves obsolete. Greg Jensen, the co-chief investor of Ray Dalio's Bridgewater Associates, told the "In Good Company" podcast this week that the "depreciation schedule is probably going to be quite fast, and you hope it has to be in a sense."Jensen explained there's ...
科技巨头“卷”向太空
财联社· 2025-11-28 14:58
AI要"上天"! 北京拿出"时间表", 英伟达、谷歌、马斯克、亚马逊也都入场了 C 财联社 | 一图看懂 美国: | 公司/机构 | 核心计划/项目 | 目标及最新进展 | | --- | --- | --- | | 谷歌 | "捕日者"计划 | 通过将谷歌人工智能芯 | | | | 片搭载到太阳能驱动的 | | | | 卫星上送入太空,使太 | | | | 空成为实现人工智能计 | | | | 算规模化的最佳场所。 | | | | 谷歌拟在2027年初发射 | | | | 两颗搭载Trillium代TPU | | | | 的原型卫星,将AI算力 | | | | 部署到太空。 | | SpaceX | 扩大星链V3卫星规模 建设太空数据中心 | 马斯克表示,目标在4-5 | | | | 年将通过星舰完成每年 | | | | 100GW的数据中心部 | | | | 署。SpaceX最早可能在 | | | | 2026年上半年用"星舰" | | | | 发射数十颗星链V3卫 | | | | 星。 | | 亚马逊 | Project Kuiper | 亚 马 逊 创 始 人 J e f f | | | | Bezo ...
PCB是十问十答:AI算力与终端创新共振,PCB重塑高密度连接格局
Guoxin Securities· 2025-11-28 14:57
2025年11月29日 证券研究报告| 2025年11月28日 PCB是十问十答 AI算力与终端创新共振,PCB重塑高密度连接格局 行业研究 · 行业专题 电子 投资评级:优于大市(维持评级) 证券分析师:胡剑 证券分析师:胡慧 证券分析师:叶子 证券分析师:张大为 证券分析师:詹浏洋 证券分析师:李书颖 021-60893306 021-60871321 0755-81982153 021-61761072 010-88005307 0755-81982362 hujian1@guosen.com.cn huhui2@guosen.com.cn yezi3@guosen.com.cn zhangdawei1@guosen.com.cn zhanliuyang@guosen.com.cn lishuying@guosen.com.cn S0980521080001 S0980521080002 S0980522100003 S0980524100002 S0980524060001 S0980524090005 请务必阅读正文之后的免责声明及其项下所有内容 AI推动电子创新大周期,PCB开启中期成长趋势 请务 ...
This Is Nvidia's Price Prediction Heading Into 2016 According To This Market
247Wallst· 2025-11-28 14:37
Core Insights - Nvidia has significantly benefited from the rise of artificial intelligence, leading to remarkable growth in its business performance [1] Company Summary - Nvidia's stock has surged due to its pivotal role in the AI sector, showcasing the company's strong market position and innovative capabilities [1] Industry Summary - The AI industry is experiencing rapid expansion, with companies like Nvidia at the forefront, capitalizing on the increasing demand for AI technologies and solutions [1]
Nvidia: Too Many Red Flags (Rating Downgrade) (NASDAQ:NVDA)
Seeking Alpha· 2025-11-28 14:27
The shares of Nvidia and the technology sector as a whole are not really far from all-time highs despite the recent pullback. At the same time, we have begun to see some red flags suggestingInvest Heroes LLC is a CIS-based research firm founded in 2018. Since then, we provide equity and fixed income research services which become more and more well-known locally among both professional investors and private clients. Here’s what we do: - Cover top 120+ Russian, US and Chinese stocks - Cover 200+ Russian bond ...