2.19TMarket Cap73.54P/E (TTM)
883.309High833.870Low55.10MVolume838.180Open826.320Pre Close47.75BTurnover2.30%Turnover Ratio73.54P/E (Static)2.50BShares974.00052wk High51.04P/B2.11TFloat Cap272.30752wk Low0.16Dividend TTM2.40BShs Float974.000Historical High0.02%Div YieldTTM5.98%Amplitude0.306Historical Low866.678Avg Price1Lot Size
NVIDIA Stock Forum
Powell Warns US Is on an “Unsustainable Fiscal Path” https://www.msn.com/en-us/money/markets/powell-warns-us-is-on-an-unsustainable-fiscal-path/ss-AA1nOnpt?ocid=socialshare
As the debate rages over whether and when the Fed cuts interest rates, another is being waged over where they will settle https://www.wsj.com/economy/central-banking/why-high-interest-rates-could-be-here-for-the-long-run-c6670448 via @WSJ...
Next week
ColumnsSuper Micro Computer Shares Tumbled 30% from Peak: Will Earnings Results Shift Investor Sentiment?
The company's robust AI-enhanced software pipeline is not just a testament to its technical prowess but also a key factor poised to cement its foothold in the explosive AI market. Moreover, the int...
ColumnsAMD Earnings Preview: Could AI Chips Revenue Surprise the Market?
Consensus Estimates
•Analysts project AMD's Q1 revenue at $5.45 billion, up slightly from year-ago period.
•Earnings per share (EPS) are expected to be $0.17, compared with $-0....
To the old investors out there with 40+ years in the market, what would be your best piece of advice?
Personally, I've learned that treating my investments with detachment, as if I were a disinterested observer reading the newspaper, has been effective for me.
I've found that enjoying following the markets has sparked my curiosit...
In Al we trust: CY24 cloud capex now 35%+ YoY, stay positive data ctr. semis
CQ1 reports from key US hyperscalers – Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI infrastructure. We estimate CY24 global cloud capex now tracking around $220bn, up about 35% YoY or $14.5bn higher than the $205bn or...
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $NVIDIA(NVDA.US)$ , $Super Micro Computer(SMCI.US)$ , $Micron Technology(MU.US)$ , $Broadcom(AVGO.US)$ , $Advanced Micro Devices(AMD.US)$ & $Marvell Technology(MRVL.US)$ 🤩
Random thoughts on semis:
Microsoft also pointed out that demand for AI datacenters exceeds supply (which could cap Azure growth near-term). Investors in the theme should take comfort in this comment.
And in terms of use cases, copilots are s...
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