Nvidia (NVDA 3.38%) stock posted gains in Monday's wild day of trading. The company's share price closed out the day up 3.5% and had been up as much as 7.9% earlier in the session. On the other hand, the stock had also been down as much as 8.2% in the day's trading.The stock market saw incredible volatility today as investors reacted to emerging news on tariffs. Major indexes opened the day's trading deeply in the red but managed to recover as the day progressed. The S&P 500 index ended the day down 0.3%, a ...

The chip sector melted down on Friday in response to President Donald Trump's tariffs, with new threats of an additional 50% levy on China if Beijing doesn’t drop retaliatory duties. Today though, Nvidia Corp (NASDAQ:NVDA) stock was last seen up 3.8% to trade at $97.88, as traders rush to buy the dip after a third-straight weekly loss. The shares dropped more than 15% over the past two sessions and earlier slipped to their lowest level since May, culminating in a 26.6% year-to-date deficit.Nvidia was the mo ...

NVIDIA Corporation (NASDAQ: NVDA ), being one of the most valuable and crucial businesses in the modern world, gathered a lot of recognition during the last decade, especially during the last couple ofWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to achiev ...

Group 1 - Nvidia is identified as a central player in the artificial intelligence megatrend and is significantly impacted by President Trump's tariffs [1] - The company's shares have declined nearly 30% year-to-date, indicating ongoing volatility and challenges [1] - The report discusses the US trade imbalance and its implications for Nvidia and the AI sector [1]

Core Viewpoint - NVIDIA's share price has experienced significant volatility, with a 40% decline noted in early April, amidst broader market challenges and tariff-induced resets, although its market-leading position in AI and strong cash flow suggest a lower likelihood of total value loss [1][3]. Financial Performance - The company's cash flow has surged alongside the AI boom, with a projected $17 billion annual increase in cash position, representing a 67% year-over-year growth, alongside a 70% increase in total assets and an 80% increase in equity [2]. - NVIDIA is net cash relative to total liabilities and is expected to generate robust cash flow in fiscal years 2025 and 2026 [2]. Market Sentiment - Analysts' sentiment has cooled, with recent reports indicating two downgrades and a price target reduction, suggesting a pause in the NVIDIA bull market until new catalysts emerge [3]. - The consensus price target among analysts is approximately $170, indicating a potential 75% gain from current support levels [3]. Valuation Metrics - NVIDIA's stock has undergone a 35% price correction, leading to a valuation at a 30% to 50% discount compared to recent norms and below the S&P 500 average, trading at 21 times the 2026 consensus [4]. - Even with conservative growth assumptions, the stock remains attractively valued at 14 times earnings, suggesting potential for a 50% to 100% rise over the next decade [5]. Tariff Impact - While NVIDIA is not entirely immune to tariff threats, the impact is expected to be low and short-lived, as semiconductors are largely exempt from tariffs [6][7]. - The company is actively working to onshore production, including a $100 million investment partnership with Taiwan Semiconductor, aimed at enhancing domestic microchip production capabilities [7][8]. Stock Performance and Resistance Levels - NVIDIA's stock sell-off reached a critical point in early Q2, dropping below the $97 resistance level, which may pose significant challenges if not quickly rebounded [9]. - A move above $97 could confirm support at the bottom of the trading range, while potential catalysts for recovery include reduced global economic uncertainty and upcoming earnings releases, with expected revenue growth of 67% [10].

Even though Nvidia (NVDA -0.49%) was spared somewhat from President Donald Trump's global tariff plans, the tech giant's shares plunged with the rest of the market late last week. After a more than 10% two-day drop, Nvidia shares continued to fall by more than 8% early Monday. The stock then reversed course surging higher before going back into the red.Volatility is the name of the game right now. All the selling has pushed the Nasdaq Composite into bear market territory. Every market crash brings both pain ...

There is one name synonymous with the artificial intelligence (AI) revolution in the computer and technology sector. NVIDIA Corp. NASDAQ: NVDA commands over 92% of the graphic processing unit (GPU) market, making it the leading company benefiting from the surge in AI infrastructure demand. Their AI chips are in such demand that their next-generation Blackwell GPUs are already sold out for the next 12 months. They are essential tools for cutting-edge AI, machine learning (ML) and high-performance computing ( ...

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华尔街分析师Hans Mosesmann指出，液冷技术对于克服AI云端运算挑战非常关键，能为超大规模云端 服务铺路。徐明微也表示，英伟达的这一选择佐证了液冷技术是AI算力的标配。随着AI算力市场需求 的不断扩大，芯片性能和功耗水平已提升至新量级。例如，基于Blackwell架构的B200功率达到 1000W，许多数据中心单机柜密度已经达到70 - 100kW，这些高功耗输出对液冷技术提出了更高要求。 保障AI芯片的性能与运行稳定尤为关键，这就要求液冷系统更加安全可靠。 【环球网科技综合报道】4月7日，在英伟达年度GTC大会上，液冷技术成为其新品的一大亮点，引发行 业广泛关注，液冷市场"奇点"似乎正加速到来。 英伟达新一代Blackwell Ultra芯片通过"液冷 + 硅光子"的协同进化，基于5nm工艺，单颗芯片集成288GB HBM3e显存，FP4算力达15PetaFLOPS。其DGX GB300系统采用Grace Blackwell Ultra超级芯片（包含36 块Grace CPU和72块Blackwell GPU），以及机架级液冷设计，较上一代Hopper架构可提供70倍的AI性 能。此外，英伟达推出 ...

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