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Revisiting Comparative Valuations In Light Of Nvidia's Earnings (Upgrade) (NASDAQ:NVDA)
Seeking Alpha· 2026-02-27 17:30
Yesterday, NVIDIA Corporation ( NVDA ) posted incredible earnings for the period ending Jan. 25, with revenue climbing 73% year-over-year and earnings per share of $1.62, both above expectations. For its upcoming fiscal first quarter, Nvidia expects revenue of approximately $78B. Analysts hadAuthor of Autonomous Vehicles: Opportunities, Strategies, and Disruptions. Michael E. McGrath is a proven expert on the strategies of technology-based companies. He has researched autonomous vehicles for the last 3 year ...
Revisiting Comparative Valuations In Light Of Nvidia's Earnings (Upgrade)
Seeking Alpha· 2026-02-27 17:30
Core Insights - NVIDIA Corporation reported a remarkable earnings increase for the period ending January 25, with revenue rising 73% year-over-year and earnings per share reaching $1.62, both exceeding expectations [1] - For the upcoming fiscal first quarter, NVIDIA anticipates revenue of approximately $78 billion, indicating strong future performance [1] Financial Performance - Revenue growth of 73% year-over-year highlights NVIDIA's robust market position and demand for its products [1] - Earnings per share of $1.62 surpassed analyst expectations, reflecting effective cost management and operational efficiency [1] Future Outlook - NVIDIA's forecast of approximately $78 billion in revenue for the next fiscal quarter suggests continued growth and confidence in market demand [1]
午盘:美股维持下跌趋势 英伟达连续第二日走低
Xin Lang Cai Jing· 2026-02-27 17:07
北京时间2月28日凌晨,美股周五午盘维持下跌趋势。英伟达公布财报后,其股价连续第二个交易日下 跌。知名软件股普跌。最新生产者价格指数数据远超预期,显示美国通胀仍具粘性,加重了引发市场动 荡的担忧情绪。瑞银下调美国股票市场评级。 道指跌579.56点,跌幅为1.17%,报48919.64点;纳指跌187.32点,跌幅为0.82%,报22691.06点;标普 500指数跌39.24点,跌幅为0.57%,报6869.62点。 随着科技股下跌和通胀数据高企给市场带来压力,标普500指数重新跌破其备受关注的50日移动均线这 一技术指标。该基准指数也跌破斐波那契回撤位6850.62点。收盘若低于这些水平,可能会进一步给市 场带来压力。 瑞银下调美国股票市场评级 瑞银全球股票策略主管Andrew Garthwaite将一个已满仓的全球股票投资组合中的美国股票评级下调 至"基准",理由是美元走弱、估值过高以及华盛顿政策动荡带来的风险不断上升。 加思韦特写道,美元风险是核心关切。瑞银预计,到第一季度末,欧元将攀升至1欧元兑1.22美元,并 认为美元面临"不对称的结构性下行风险"。该银行表示,从历史来看,当美元贸易加权指数下跌1 ...
NVIDIA: Becoming The Berkshire Of Technology Is Bullish For Shareholders (NASDAQ:NVDA)
Seeking Alpha· 2026-02-27 17:00
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, MSFT, ...
Nvidia: Becoming The Berkshire Of Technology Is Bullish For Shareholders
Seeking Alpha· 2026-02-27 17:00
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, MSFT, ...
Dow, S&P 500 and Nasdaq post worst month in 11 months — is the AI stock boom losing momentum? what investors need to know about the 2026 US stock market outlook
The Economic Times· 2026-02-27 16:34
US stock market volatility story is no longer about unstoppable AI gains. It is about rotation, risk, and recalibration. As of February 27 at 11:20 AM ET, the Dow Jones Industrial Average fell 533 points to 48,965.90, down 1.08%. The S&P 500 slipped 40.84 points to 6,868.02, off 0.59%. The dropped 190.65 points to 22,687.73, down 0.83%. The Nasdaq is now on track for its worst month since March. The S&P 500 is nearly flat for the year. Here is a data point most investors overlook. The equal-weighted S&P 500 ...
CoreWeave: What's Going On With The Stock Today? - CoreWeave (NASDAQ:CRWV)
Benzinga· 2026-02-27 16:31
CoreWeave Inc. (NASDAQ:CRWV) shares fell in premarket trading Friday after the AI cloud provider issued lighter-than-expected first-quarter revenue guidance.CoreWeave shares are trending. Where are CRWV shares going?The company posted fourth-quarter revenue of $1.57 billion, narrowly topping Wall Street’s $1.55 billion projection, but its near-term outlook disappointed investors.Needham analyst Mike Cikos reiterated a Hold rating on the stock.CoreWeave Guidance Trails ExpectationsHeavy Investment CycleAgraw ...
英伟达市值超4万亿,黄仁勋持股只有3.5%,若不减持他将是世界首富
Sou Hu Cai Jing· 2026-02-27 16:28
英伟达的黄仁勋为何只持有3.5%的股份,如果他不减持,那他不就是世界首富了。不过这个假设是不存在的。微软1992年上市的市值,比尔盖茨拥有48%的 股份,之后他不断减持,目前持股不到1%。他减持的股份,换来了大约500亿美元的资金。 有人就说了,微软现在市值几万亿美元,如果比尔盖茨不减持,他就是第一个身家破1万亿的地球人了。可是这个假设是没意义的。如果比尔盖茨不减持, 机构投资者怎么进入微软,这些机构投资者不拿到微软的股份,谁在资本市场去给微软抬轿子。 同样的道理也发生在英伟达、苹果这些公司身上。创始人跟管理层的持股都是非常少,而且股权极度分散。 对于黄仁勋来说,也是如此。他现在只有3.5%的股权,看似如果他一路不减持,他现在可以有几万亿美元的财富,可是如果他不减持,又怎么可能把英伟 达做起来呢? 1993年黄仁勋开始创业,当时他跟两个合伙人一起合作,各自投资200美元,每一个人都是占股三分之一。也就是说从一开始,黄仁勋就不是持股100%。 因为黄仁勋等人缺乏资金,因此为了公司的发展,他们在1993年就拿了红杉资本等机构的2000万美元融资。这个时候黄仁勋的持股就被稀释到30%左右。2 年之后,英伟达面临破产 ...
Stock Market Can't Hold Key Levels Amid AI Concerns; Nvidia Tumbles Despite Strong Earnings: Weekly Review
Investors· 2026-02-27 16:04
Core Viewpoint - The stock market experienced a decline for the week, with all major indexes falling below their 50-day moving averages. Nvidia's stock price dropped despite reporting strong earnings [1]. Company Summary - Nvidia's stock tumbled even after the company reported strong earnings, indicating potential market volatility or investor sentiment not aligning with the earnings report [1]. Industry Summary - The overall stock market trend shows a downward movement, with major indexes failing to maintain levels above their 50-day lines, suggesting a bearish sentiment in the market [1].