Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Listen and subscribe to the offer Apple podcastsPresent SpotifyPresent YouTubeOr wherever you find your favorite podcasts.
If nvidia (Nvda), the most important “Great seven “ Name, will shake off the bears, then he could reinforce the trade for the entire Megacap -tech -Aktienklex.
“Nvidia, who was flat last night, was enough to put the entire market in her arms that were obviously no longer” last week ” Eric Jackson said about Yahoo Finance’s Opening offer Podcast (see video above or below). “But that was so good enough to give people the feeling, hey, maybe we can get back into some momentum names.”
Shares of the market capitalization broker of 3.2 trillion US NVIDIA profit horns.
In his earnings publication on Wednesday evening, Nvidia expects gross profit margins of 70.6 to 71%in the first quarter, since it is the production ramp of its new Blackwell chip.
That initially Operator in the markets on the maximum AI demand – and maybe Peak Nvidia Hype.
NVIDIA managers tried to push the bears back to their profit call.
“We still have to scale because the demand is quite high, and customers are anxious and impatient to maintain their Blackwell systems” Jensen Huang said. Huang teased several new powerful chips that are to be presented at the GTC conference on March 17 on March 17th.
Hear: Why should you diversify from the stocks of ‘Mag 7’
CFO Colette Kress added: “As soon as our Blackwell can complete, we can improve our costs and our gross strings. So we expect that we will probably be this year in the mid -1970s.”
But another strong quarter of Nvidia was somewhat lost in the intensive focus on the outlook.
The quarterly sales rose by 12% and 78% compared to the previous year. The sales of data centers have more than doubled compared to the previous year. Income exceeded analysts.
Read more: How does Nvidia earn money?
The Nvidia share was then defended by the street. Most analysts repeated bullish reviews and price targets for the stock.
“We understand the desire to diversify portfolios of AI/Cloud, but we believe that this is the solid (and global) pace of AI investments and the mandatory evaluation of Nvidia”, Bank of America Chip Analyst Vivek Arya wrote in a client note.
The dealers initially defended the great seven names, although on Thursday in the lunch trade Tech shares had stalled. The winnings for these impulse names have not been the norm lately.
