Tired of losing money? Our Tech Contrarians team of Wall Street analysts sifts through the noise in the tech industry and captures outperformers through a coveted research process. We let the work speak for itself here .NVIDIA (NASDAQ: NVDA ) (NEOE: NVDA:CA ) just reported 3QFY25 earnings and outlook, leaving us not too optimistic about the near term. We downgraded the stock to a hold ahead of their Q2 report, expecting aAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any ...

SoundHound AI Today | --- | --- | |----------------------------------------|-------| | | | | | | | | | | SOUN | | | SoundHound AI | | | $6.44 -0.07 (-1.08%) 52-Week Range | | | $1.62 | | | ▼ | | | $10.25 | | | Price Target $7.64 | | | | | Add to Watchlist The artificial intelligence (AI) sector is booming, with companies like NVIDIA NASDAQ: NVDA leading the charge and delivering stunning returns for investors. However, a smaller player, SoundHound AI NASDAQ: SOUN, has quietly outperformed most of the bigges ...

Nvidia (NASDAQ: NVDA ) reported earnings after the close Wednesday as the market waited with bated breath to see how the world's most valuable company and the driver of the AI wave would perform. All inTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my first year of coll ...

The chipmaking giant Nvidia (NASDAQ: NVDA), one of the most impressive blue-chip stocks in the 2024 market and a pivotal player in the artificial intelligence (AI) boom, experienced a somewhat unexpected share price drop in the extended session between November 20 and November 21. The crash – which amounts to 3.41% at press time – came as a surprise as it followed an otherwise strong Q3 earnings report published after the closing bell on Wednesday. Specifically, Nvidia announced an earnings-per-share (EPS) ...

While Cohen was piling into Wall Street's artificial intelligence (AI) darling in the September-ended quarter, he was showing every share Point72 owned in another "Magnificent Seven" stock to the door.Last week yielded one of the most important data releases of the third quarter. Thursday, Nov. 14, marked the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission.A 13F is a filing released no later than 45 calen ...

POLAND - 2024/11/13: In this photo illustration, the NVIDIA company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)Nvidia shares dropped in U.S. premarket trading Thursday after the tech giant's third-quarter earnings failed to impress investors.Shares of the chipmaker slumped 3.21% at around 5:03 a.m. ET, following the Wednesday release of Nvidia's quarterly results, which beat on both the top and bottom lines.Revenue came in at $35 ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: A sign to a Nvidia office building is shown in Santa Clara, Calif., on Aug. 7, 2024. Credit: AP Photo/Jeff Chiu, File Nvidia on Wednesday reported a surge in third-quarter profit and sales as demand for its specialized computer chips that power artificial intelligence systems remains robust. For the three months that ended Oct ...

财联社11月21日讯（编辑 周子意） 当普通公司公布季度收益时，投资者会仔细研读这些报告并分析股 价的上下波动。然而，当这份收益来自英伟达时，或许整个金融系统就开始被其牵动了。 周三（11月20日）美股盘后，这家芯片制造商下跌一度超过5%，尽管该公司财报显示营收和利润同比 增长了大约一倍，但唯一明显的问题是，该公司对第四季度收入的预测为375亿美元，仅略高于分析师 平均预期，而未达到分析师的最高预期。而今年前两个季度中，该公司的增长速度更快。 不过，市场的紧张情绪也是合理的，因为英伟达的市值波动越来越多地牵动着所有人的财富。 该公司市值3.6万亿美元，是目前全球市值最大的公司，在标准普尔500指数成份股中占据高达7%的权 重。早在2000年，计算机网络设备巨头思科（Cisco）曾短暂成为全球市值最高的公司，不过当时它在 标准普尔500指数中的权重还不到4%。 截至周三，英伟达的股价报美股145.89美元，年初迄今已经上涨了超过200%，为标普500指数今年以来 24%的涨幅贡献良多。 这就导致，当英伟达表现良好或有利好消息时，整体市场情绪就会上升，反之亦然。 美国银行分析师本周计算出，投资者预计，英伟达的业绩 ...

Financial Performance - Record-breaking Q3 revenue of $35.1 billion, up 17% QoQ and 94% YoY, surpassing expectations of $32.5 billion [1] - GAAP and non-GAAP gross margins at 74.6% and 75% respectively [1] - Data center revenue reached $30.8 billion, up 112% YoY [1] - Gaming revenue was $3.3 billion, up 15% YoY [1] - Automotive revenue hit a record $449 million, up 72% YoY [1] - Q4 revenue guidance of $37.5 billion, plus or minus 2% [2] Blackwell GPU and AI Strategy - Blackwell GPU in full production with strong demand, currently supply-constrained [1] - Blackwell initial gross margins expected to dip to low 70s (71%-72.5%) before recovering to mid-70s in H2 2025 [1][6] - Blackwell shipments to increase next quarter and continue growing [6] - Three scaling methods driving infrastructure demand: pre-training, post-training (RLHF and AI feedback), and inference-time scaling [4] - Next-gen models starting at 100,000 Blackwell chips, up from 100,000 Hopper chips [4] - Physical AI emerging as next wave, combining robotics and AI capabilities [5][9] Market Trends and Industry Shifts - Two major computing transitions: CPU to GPU shift and data centers becoming AI factories [6] - Global data center upgrade cycle to support machine learning architectures underway [7] - Generative AI creating new market opportunities with companies like Runway, OpenAI, and Harvey [7] - Sovereign AI becoming important growth area as countries build localized foundation models [12] Product Roadmap and Ecosystem - Blackwell production supported by global supply chain including TSMC, Amphenol, SK Hynix, Foxconn, Micron, Dell, HP, Supermicro, and Lenovo [5] - Network business preparing for Blackwell systems, expected to resume growth soon [10][11] - Omniverse platform supporting physical AI development [9] - Focus on reducing training and inference costs while improving energy efficiency [5][6] Business Segments and Outlook - Hopper demand expected to continue through early 2025 [2][6] - Gaming business facing supply constraints in Q4, expected to normalize in new year [12] - Inference market growth potential, with goal of enabling continuous inference across all applications [9] - Pre-training currently dominates compute resources, with focus on reducing inference costs [15] Competitive Landscape - Company committed to supporting customers while complying with government regulations, including potential US-China trade policies [14] - Strong ecosystem and architecture enabling rapid innovation across computing platforms [9]

2024年11月21日 来源：公司年报、国金证券研究所 英伟达(NVDA.NASDAQ) 买入(维持评级) 公司点评 证券研究报告 业绩持续高增,新产品即将出货拉动新 轮增长 业绩简评 2024 年 11 月 21 日公司发布 2025 财年第三季度财报: 1) FY3Q25 经营情况: 单季度营收 350.8 亿美元, YoY+94%, QoQ+17%,此前指引为 325 亿美元(+-2%),业绩表现超预期。 数据中心营收达 308 亿美元, YoY+112%, QoQ+17%。 2)FY4Q25 业绩指引:预计实现营收 375 亿美元(上下浮动 2%), 预计实现 GAAP 和 Non-GAAP 毛利率分别为 73.0%和 73.5%(均 上下浮动 0.5%)。 经营分析 Blackwell 良率问题得到解决,即将出货并将持续供不应求。公 司完成对 Blackwell 掩膜的更换,即将于 25 财年第四季度开始出 货。本季度,下游云厂商及互联网厂商持续投入大语言模型、生 成式 AI 的训练和推理,对 Hopper 系列产品的需求维持高位,H200 的出货量在本季度显著提升。展望下一季度,Blackwell ...