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Nvidia stock rises on Q3 earnings beat fueled by data centers, Palo Alto Networks falls
Youtube· 2025-11-19 22:25
That's Rosenbell on Wall Street and now it's market domination overtime. We're giving you full coverage of all the moves to get you up to speed on the action from today's trade. Yahoo Finance's Jared Blickery joining us now with the latest market action.Jared. Well, score a win for the bulls. All three of the majors landed in positive territory.The Dow just kind of barely. Here is the one day. Let's dial this down to the intraday.There we go. Uh, just closing with some small gains there. 47 points in the do ...
Nvidia earnings: Key themes for investors to watch for
Youtube· 2025-11-14 22:35
Core Insights - Nvidia is expected to provide positive indicators regarding AI spending in its upcoming earnings report, reflecting strong demand and growth in the AI sector [2][3][12] - The company has seen significant growth in sales tied to AI products, with expectations of continued upward momentum in Q3 and Q4 [3][12] - Nvidia's stock valuation appears reasonable compared to peers, trading at about 28 times earnings, which is not considered expensive [4][5] Financial Performance - Nvidia is projected to report earnings per share (EPS) of $1.25, representing a 54% year-over-year increase, and revenue of $55.1 billion, up 57% [16][17] - The growth rate is expected to decelerate compared to previous quarters, reflecting the law of large numbers as the company matures in the AI market [18][20] - The company has not modeled any revenue from China, which remains an outstanding issue, but any future sales from this market would be considered a bonus [20][21] Market Dynamics - Approximately 50% of Nvidia's revenue comes from hyperscalers, with major players like Meta, Amazon, Google, and Microsoft continuing to invest heavily in AI infrastructure [22] - Increased competition is emerging as companies like AMD develop their own solutions, although Nvidia still holds a dominant market share of around 90% [24][25] - The total addressable market (TAM) for AI data centers is projected to reach $1 trillion by 2030, indicating significant growth potential for the industry [15]