Workflow
Nvidia(NVDA)
icon
Search documents
Nvidia: Don't Be Fooled By The Naysayers
Seeking Alpha· 2024-11-26 13:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Forget Nvidia — Should you invest in this new AI chip leader?
Finbold· 2024-11-26 11:53
Without a doubt, Nvidia (NASDAQ: NVDA) has dominated the artificial intelligence (AI) chip market in 2024, boosting its stock to new highs. However, Astera Labs (NASDAQ: ALAB) has emerged as a formidable competitor, outperforming Nvidia in recent months.Despite optimism surrounding its next-generation Blackwell chips, Nvidia has struggled to maintain its stock price above the $150 mark. The NVDA share price is currently trading at $136.02, reflecting a 23% gain over the past six months but with increased vo ...
Jeff Yass vs. Ken Griffin: 1 Billionaire's Firm Is Selling Nvidia Stock While the Other's Has Nearly Tripled Its Stake
The Motley Fool· 2024-11-26 10:57
Jeff Yass and Ken Griffin are in a league of their own. Yass is the co-founder and managing director at the global quantitative trading firm Susquehanna International Group, while Griffin is CEO of the massive "pod shop" hedge fund Citadel. Both billionaires have built financial empires and are quite skilled at their trade.That's why investors who want to follow their leads anxiously await the quarterly 13F filings, when hedge funds like Susquehanna and Citadel disclose to the Securities and Exchange Commis ...
Billionaire investor dumps $212 million of Nvidia stock
Finbold· 2024-11-26 10:32
Nvidia (NASDAQ: NVDA) shares slipped on Monday, shedding 4.18% to close at $136.02, breaking the critical psychological support level of $140. The decline follows news of a senior Nvidia executive meeting with Chinese officials, which has sparked concerns amid increasing geopolitical and regulatory risks.Amid this backdrop, Wall Street continues to set lofty expectations for Nvidia, forecasting 54% revenue growth for 2025. While demand for Nvidia’s chips remains robust, the stock’s elevated valuation leaves ...
Jensen Huang Just Delivered Incredible News for Nvidia Stock Investors
The Motley Fool· 2024-11-26 09:53
Nvidia (NVDA -4.18%) supplies the most advanced graphics processing units (GPUs) for developing artificial intelligence (AI) models. Many of the world's largest technology companies are spending boatloads of money to fill their data centers with those chips as they jostle for leadership in the AI race.As a result, Nvidia's data center revenue generated triple-digit percentage growth in each of the last six quarters. But some Wall Street analysts are questioning how long the AI spending boom can last.During ...
3 Semiconductor Stocks (Not Named Nvidia) to Benefit From Huge AI Chip Demand
The Motley Fool· 2024-11-26 09:34
Nvidia's recent earnings continue to show there is too much pent-up demand for AI chips.In today's video, I discuss recent updates impacting Nvidia (NVDA -4.18%) and three semiconductor stocks that can benefit from the current artificial intelligence market. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Nov. 22, 2024. The video was published on Nov. 22, 2024. ...
Nvidia Stock Investors Got Bullish News About Future Supply Growth
The Motley Fool· 2024-11-26 09:31
Nvidia's supply can't keep up with the demand for its artificial intelligence chips.In today's video, I discuss recent updates impacting Nvidia (NVDA -4.18%). To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Nov. 22, 2024. The video was published on Nov. 23, 2024. ...
Billionaire Israel Englander Sold 70% of Millennium's Stake in Nvidia and Is Piling Into a Supercharged Dividend Stock With a Nearly 12% Yield
The Motley Fool· 2024-11-26 09:21
Englander has taken a contrarian approach by selling Wall Street's hottest artificial intelligence (AI) stock in favor of a premier healthcare company that's more than 90% below its all-time high.Less than two weeks ago, Wall Street and investors were privy to one of the most important data releases of the fourth quarter -- and no, I'm not talking about the October inflation report.No later than 45 days following the end to a quarter, institutional investors with at least $100 million in assets under manage ...
Should You Buy Nvidia Before Dec. 3?
The Motley Fool· 2024-11-26 09:02
Nvidia (NVDA -4.18%) stock has roared higher in recent years -- and it's continued with that momentum this year, as it's heading for a gain of more than 185%. There's good reason for this top performance. The company has become the leader in a key product to serve a market that may be worth $1 trillion by the end of the decade. I'm talking about chips for the artificial intelligence (AI) market.But Nvidia hasn't stopped with chips. Instead, the company has built an entire portfolio of AI products and servic ...
英伟达业绩增速放缓 黄仁勋出面“安抚”市场
证券时报网· 2024-11-25 23:59
当地时间11月20日(周三)盘后,英伟达公布了截至2024年10月27日的2025财年第三财季业绩。公司当 季销售收入创新高,录得351亿美元,环比增长17%,同比增长94%。这是自2024财年第一财季以来英 伟达首次财季同比增速未翻倍,同时环比增速也有所放缓。 同时,英伟达的业绩指引显示,下个财季的营收还将进一步放缓。以指引中值375亿美元计算,英伟达 预计,第四财季营收将同比增长约70%,虽然高于分析师一致预期的中值371亿美元,但低于买方预期 的388亿美元,一些分析师的预期甚至高达410亿美元。 财报发布后,当日收跌近0.8%的英伟达股价盘后跌幅扩大,一度跌约5%。随后,英伟达CEO黄仁勋携 一众高管出席电话财报会议"安抚"投资者。 对于市场最关心的Blackwell架构芯片,黄仁勋称,Blackwell芯片的设计瑕疵问题彻底解决,现已"全面 投产",并且强调这款备受期待的高性能芯片产品预计需求量将连续几个季度远远超出预期。 Wedbush董事总经理、资深股票分析师Daniel Ives在英伟达财报公布后发给《每日经济新闻》记者的置 评邮件中称,"Blackwell代表了英伟达和整个AI革命的下一个前 ...