Nvidia’s earnings cleared our lofty bar. Here’s our new price target on the AI chip king

Nvidia’s earnings cleared our lofty bar. Here’s our new price target on the AI chip king

Nvidia shares moved lower Wednesday evening despite another beat-and-raise quarter. Simply put, the leading maker of AI chips again fell victim to the curse of high expectations. That’s not a concern to us, though, because Nvidia’s underlying… Article Source https://www.cnbc.com/2024/11/20/nvidias-earnings-cleared-our-lofty-bar-heres-our-new-price-target-on-the-ai-chip-king.html

Nvidia’s CEO defends his moat as AI labs change how they improve their AI models | TechCrunch

Nvidia’s CEO defends his moat as AI labs change how they improve their AI models | TechCrunch

Nvidia raked in more than $19 billion in net income during the last quarter, the company reported on Wednesday, but that did little to assure investors that its rapid growth would continue. On its earnings call, analysts prodded CEO Jensen Huang… Article Source https://techcrunch.com/2024/11/20/nvidias-ceo-defends-his-moat-as-ai-labs-change-how-they-improve-their-ai-models/

Nvidia’s AI chip demand still booming but slowing sales growth worries investors

Nvidia’s AI chip demand still booming but slowing sales growth worries investors

By Max A. Cherney, Arsheeya Bajwa (Reuters) -Nvidia forecast fourth-quarter revenue slightly above estimates on Wednesday, but still failed to meet lofty expectations of some investors who have made it the world’s most valuable firm. Shares… Article Source https://finance.yahoo.com/news/ai-chip-leader-nvidia-forecasts-212159339.html

Nvidia’s Data Center Revenue Hits Record High as Results Top Estimates

Nvidia’s Data Center Revenue Hits Record High as Results Top Estimates

Nvidia (NVDA) reported third-quarter results that beat analysts’ estimates on the top and bottom lines, though shares fell slightly in extended trading Wednesday as investors may have had higher expectations. The artificial intelligence… Article Source https://www.investopedia.com/nvidia-q3-fy-2025-earnings-8748851

Nvidia’s Blackwell AI GPU overheating issues are seemingly overhyped — semiconductor analysts reveal cooling issues have been mostly addressed

Nvidia’s Blackwell AI GPU overheating issues are seemingly overhyped — semiconductor analysts reveal cooling issues have been mostly addressed

Reports of Nvidia’s GB200 NVL72 server racks overheating have purportedly been exaggerated. Business Insider reports that Blackwell’s cooling design faults have already been addressed. Dylan Patel, chief analyst at Semianalysis, purportedly told… Article Source https://www.tomshardware.com/pc-components/gpus/nvidias-blackwell-ai-gpu-overheating-issues-are-seemingly-overhyped-semiconductor-analysts-reveal-cooling-issues-have-been-mostly-addressed

Nvidia’s Earnings Report: What to Watch

Nvidia’s Earnings Report: What to Watch

Nvidia is on a run for the ages, blowing past Wall Street’s earnings estimates for eight consecutive quarters. Investors are holding their breath to see whether the chipmaker at the heart of the artificial intelligence boom can do it again on… Article Source https://www.nytimes.com/2024/11/20/business/dealbook/nvidia-earnings-stock-market.html