Nvidia's New Chip Announcement - Nvidia unveiled new GeForce RTX 50-series chips for desktop and laptop PCs, utilizing the Blackwell architecture, which also powers its fastest AI processors for servers and data centers [1][2] - The new chips will be pre-installed in computers priced between $550 and $2,000, with laptops featuring these chips set to start shipping in March [2] - The announcement was made at CES in Las Vegas, where CEO Jensen Huang highlighted the integration of the Blackwell architecture into laptops [2] Nvidia's Market Position and Historical Context - Nvidia, with a market cap exceeding $3.5 trillion, has transitioned from being primarily a gaming company to a dominant player in the AI chip market [3][4] - The company's first chip in 1999 was designed for 3D gaming, but its focus has shifted significantly towards AI and data center applications [3] - In the quarter ending October, gaming sales accounted for less than 10% of Nvidia's total revenue, while data center chips contributed 88% [4] Industry Focus and Consumer Products - Despite the shift towards AI, Nvidia continues to cater to the gaming market, as evidenced by the new GeForce RTX 50-series chips announced at CES [5] - The Consumer Electronics Show (CES) remains a platform for consumer products, and the new chips are primarily intended for gaming [5]

Next Generation of GeForce RTX GPUs Deliver Stunning Visual Realism and 2x Performance Increase, Made Possible by AI, Neural Shaders and DLSS 4 NVIDIA Blackwell GeForce RTX 50 Series Powered by the NVIDIA Blackwell architecture, fifth-generation Tensor Cores and fourth-generation RT Cores, the GeForce RTX 50 Series delivers breakthroughs in AI-driven rendering, including neural shaders, digital human technologies, geometry and lighting. LAS VEGAS, Jan. 06, 2025 (GLOBE NEWSWIRE) -- CES -- NVIDIA today unv ...

Monday, January 6, 2025It was a mixed session on this first trading day of the first full trading week of 2025. The Nasdaq and S&P 500 notched positive closes for the second straight day, while the Dow and small-cap Russell 2000 were modestly lower. The Dow slipped -25 points, -0.06%, with the S&P +32, +0.55%. The Nasdaq won the day, +246 points or +1.25%, while the Russell was -0.12%.The tech-heavy Nasdaq saw semiconductor leader NVIDIA (NVDA) close at new all-time highs: $149.43 per share. This, not coinc ...

NVIDIA's Performance and Market Impact - NVIDIA's stock soared 171% in 2024, significantly outperforming the S&P 500's 25% return [2] - The company accounted for more than one-fifth of the S&P 500's 2024 gain due to its massive weighting in the index [2] - Despite strong earnings beats in August and November, the stock traded sideways through the end of 2024 [2] AI and Industry Trends - AI continues to be a dominant theme, with over 40% of S&P 500 companies citing AI on earnings calls by Q2 2024 [6] - Non-tech firms are increasingly adopting AI, as highlighted by NVIDIA CEO Jensen Huang's statement that "every industry will become a technology company" [5][6] - The semiconductor industry, particularly NVIDIA, has been a major beneficiary of the AI-driven tech revolution [1] Upcoming Events and Catalysts - NVIDIA's CEO Jensen Huang will deliver a keynote at CES on January 6, 2025, showcasing robotics innovations, RTX 50xx gaming graphics cards, and potential entry into the AI PC market [4] - The company will also participate in a fireside chat with analysts at J P Morgan and hold a financial analyst Q&A during CES [4] - Investors are closely watching for updates on Blackwell chips, including potential defects and production delays, which impacted shares in the second half of 2024 [4] Financial Outlook and Analyst Expectations - NVIDIA is expected to report fiscal Q4 2025 results on February 26, with consensus estimates calling for $0 85 in non-GAAP EPS, marking 64% bottom-line growth [9] - For FY 2025, per-share earnings are expected to rise by 128% to $2 95, with 50% EPS growth projected for the following year [9] - Bank of America forecasts a 50% sales increase for NVIDIA in 2025, potentially making it the fastest top-line grower in the S&P 500 [9] Market Volatility and Investor Focus - NVIDIA's implied volatility heading into CES was 45%, down from peak levels of 70-80% in August and September 2024 [4] - Investors are bracing for potential volatility around key events, including CES and the J P Morgan Healthcare Conference, as well as the upcoming Q4 earnings report [4][10]

Key TakeawaysNvidia shares climbed to close at an all-time high Monday.The gains came after Nvidia supplier Foxconn posted record fourth-quarter revenue.CEO Jensen Huang is also set to deliver the opening keynote at a major consumer electronics show Monday evening. Nvidia (NVDA) shares climbed to close at an all-time high Monday after Taiwan's Foxconn reported record fourth-quarter revenue.  Foxconn, a key supplier for Nvidia, Apple (AAPL), and many other tech giants, posted fiscal fourth-quarter revenue th ...

Warren Buffett's great investment success can be attributed to what he once said, “If you make a couple of good decisions during a lifetime and avoid serious mistakes.” For many investors, the above is probablyAdvanced education in economics, business management and engineering. Professional experience with product management and development in high tech industry, including advisory with multiple fintech startups. Have been investing in growth companies since 1998. Recent interest of investment also include ...

Nvidia Stock Performance - Nvidia stock hit a new all-time high, rising as much as 5.3% and remaining up 4.7% as of 1:19 p.m. ET [1] - The stock's rise is fueled by several developments, including anticipation of updates from the company's CEO [1] CES Event and Nvidia's Role - Nvidia CEO Jensen Huang is scheduled to deliver the keynote address at CES, one of the biggest tech-focused events globally [2] - Huang is expected to provide insights into AI adoption, demand for Blackwell processors, and potentially announce the development of an AI-centric CPU [2] Foxconn's Impact on Nvidia - Foxconn reported record fourth-quarter results driven by robust demand for AI-centric servers, with growth expected to continue into the first quarter [3] - Nvidia supplies GPUs to Foxconn for AI-powered cloud and networking devices, indicating strong demand for Nvidia's products [3] Nvidia's Valuation and Market Position - Nvidia is trading at 59 times earnings, but its forward P/E ratio is 34 times next year's expected earnings, making it more attractive [4] - Historically, Nvidia has traded at an average of 59 times earnings over the past 10 years, suggesting the current valuation is not excessive [4] AI Market Growth and Nvidia's Role - The AI market is projected to be worth $15.7 trillion by 2030, with AI adoption still in its early stages [5] - Nvidia plays a critical role in AI advancements, positioning it as a key player in the growing AI market [5]

Stock Performance and Market Trends - Nvidia stock surged 4 7% as of 12 30 p m ET on Monday, outperforming the S&P 500 (up 1 1%) and the Nasdaq Composite (up 1 6%) [1] - Nvidia stock has risen 208% over the past year, reaching a new all-time high [5] AI Hardware Demand and Industry Indicators - Foxconn's Q4 results revealed record revenue driven by strong demand for AI server hardware, with Nvidia being a key customer and leading GPU provider for AI servers [2][3] - Microsoft plans to spend $80 billion on AI data centers in FY2025, up from $53 billion in 2024, highlighting robust demand for Nvidia's GPUs, which are essential for AI applications [6][7] CES Conference and Product Expectations - Nvidia's CEO Jensen Huang is scheduled to deliver a keynote at CES, potentially unveiling new consumer-facing products, including gaming graphics cards, and discussing advanced AI processors like the GB300 and robotics initiatives [2][4] - The stock's near-term performance may experience volatility depending on the reception of announcements at CES, but the long-term outlook remains positive [5] Investment Outlook - Microsoft's significant AI spending guidance is a bullish indicator for Nvidia, reinforcing the strong demand for high-end AI hardware [7] - With AI infrastructure investments still in the early stages of a long-term growth trajectory, Nvidia stock appears to be a compelling investment opportunity for 2025 [7]

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Nvidia will be present at an upcoming event for healthcare analysts.In today's video, I discuss Nvidia (NVDA 4.45%) and recent updates affecting the company. 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 Jan. 3, 2025. The video was published on Jan. 5, 2025. ...