BofA Warns NVIDIA Blackwell Shift Hits Margins Hard, Forecasts 2H Recovery

BofA Warns NVIDIA Blackwell Shift Hits Margins Hard, Forecasts 2H Recovery

March 17 – In a recent note, Bank of America analyst Vivek Arya outlined a challenging yet promising outlook for Nvidia (NVDA, Financial) amid its ongoing transition to the new Blackwell architecture. Arya noted that gross margins fell to…

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https://finance.yahoo.com/news/bofa-warns-nvidia-blackwell-shift-155451907.html

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Oracle announces bn UK investment plan

Oracle announces $5bn UK investment plan

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