Ac t i o n | 20 Nov 2025 02:46:50 ET │ 19 pages NVIDIA Corp (NVDA.O) Estimate Changes — We revise FY27/FY28 sales by 19%/26% reflecting what we now expect to be a re-accelerated DC sales backed by better-than expected Blackwell and Rubin demand visibility. Though pushing down our FY27E/FY28E non-GAAP GM estimates to 75%/75.3% from prior 76%/76.1% respectively, our FY27/28 EPS estimates go up by 12%/19% to $8.10 and $10.08, respectively. We raise our TP to $270 on consistent 30x P/E times revised CY27 EPS po ...

M Update Asia Pacific Summit 2025 Feedback Key Takeaways We reiterate OW and sector Top Pick on TSMC, as we are confident in very strong 2026 growth with margin expansion. How to address very strong AI demand? Growth outlook Gross margin We reit OW and sector Top Pick: Our recent analysis of 3nm wafer capacity add (link) and CoWoS expansion (link) echo management's comment "speed up the capacity expansion"; it also echoes NVIDIA's comment on strong AI demand (see Joe Moore's report). November 20, 2025 09:12 ...

Group 1 - The article expresses a bullish outlook on Taiwan Semiconductor Manufacturing Company (TSM) due to its unmatched position as a technology provider for foundational components essential for AI development and deployment [1] - TSM plays a significant role in the technology sector, particularly in the context of the growing demand for AI technologies [1] Group 2 - The author emphasizes the importance of a comprehensive and fundamental approach to investment analysis, highlighting the ability to identify hidden investment opportunities [1]

Group 1 - The article expresses a bullish outlook on Taiwan Semiconductor Manufacturing Company (TSM) due to its unmatched position as a technology provider for foundational components essential for AI development and deployment [1] - TSM plays a significant role in the technology sector, particularly in the context of the growing demand for AI technologies [1]

Anthropic logo on a smartphone with an AI-themed background. Key Points Anthropic is committing $30 billion to Microsoft Azure, backed heavily by both NVIDIA and Microsoft. Analysts caution that the circular AI economy could be inflating expectations for high-valuation megacaps. The deal highlights intensifying competition in AI, raising pressure on smaller, less diversified players. Interested in Microsoft Corporation? Here are five stocks we like better. Before NVIDIA Corp. (NASDAQ: NVDA) reporte ...

Nvidia graphics processing units like these latest Blackwell GPUs, are inside server racks all over the world. Nvidia has catapulted from gaming giant, to the very core of generative AI, training the models, running the workloads and sending Nvidia's valuation soaring. With 6 million Blackwell GPUs shipped over the last year.This connects all 72 GPUs, allowing the act as a single GPU, to power the most advanced AI workloads. GPUs are the general purpose workhorse stars of Nvidia and its top competitor, AMD. ...

10 Things You Shouldn’t Miss This AM…1) Japan on Friday escalated its warning of currency intervention and the central bank governor signaled the chance of a near-term interest rate hike, as authorities sought to combat unwelcome yen falls blamed for pushing up the cost of living. RTRS2) Japan’s inflation ticked higher and exports rose. National CPI for Oct is inline w/the Street, including on headline at +3% (up from +2.9% in Sept) and core (ex-food/energy) at +3.1% (up from +3% in Sept). BBG3) India’s rup ...

Chip designers such as Nvidia, Advanced Micro Devices, and Broadcom remain some of the most popular semiconductor stocks.When it comes to investing in semiconductor stocks, most growth investors don't look much further than Nvidia, Advanced Micro Devices, or Broadcom. With gains that consistently outperform the S&P 500 and Nasdaq Composite, the big three chip designers have been some of the most lucrative stocks to own throughout the AI revolution.In the background, however, smart investors aren't ignoring ...

Core Insights - Nvidia's earnings report exceeded expectations, driven by the ongoing AI boom, resulting in a share price increase of over 40% this year [1][2] - The broader semiconductor industry is also experiencing gains, with companies like Intel, Broadcom, and AMD seeing significant stock price increases following Nvidia's report [2] Financial Performance - Nvidia reported over $50 billion in revenue for a single quarter, which is double its performance for the entire year of 2023 [5] - The company is projected to achieve $1 trillion in revenue by 2030, capturing a significant portion of the anticipated $10 trillion transition to web 3 technologies [7][9] Market Dynamics - The shift from CPUs to GPUs is highlighted as a key driver of Nvidia's growth, with 90% of its revenue coming from data centers [8][12] - There is a supply constraint for Nvidia's chips, with 12 orders for every chip available, indicating strong demand [12] Technological Impact - The transition to AI is compared to the historical impact of electricity, suggesting that AI is still in its early stages of integration into various sectors [6] - Nvidia's GPUs are essential for AI workloads, providing ten times the performance of CPUs while being more cost-effective and energy-efficient [13] Future Outlook - Predictions suggest Nvidia's stock could reach $1,000 per share, supported by its strong product performance and market position [10] - The potential for revenue growth in the physical AI space, such as creating digital twins for infrastructure, is identified as a significant opportunity for Nvidia [15][16]

Hello and welcome to morning brief market sunrise. I'm Ramzan Karali live from Yahoo Finance Studios in London. It's Thursday 20th November.Coming up on the show, the Nvidia effect. Its earnings have given tech stocks a supercharge. Investor focus now turns to the latest jobs report.Will it give the green light for a rate cut. and I'll bring you the earnings live on the show from the world's biggest retailer, Walmart. So, grab your coffee and let's own the morning.It's all about Nvidia this morning. It incr ...