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Volgt er iemand nvidia?
Volgen
Niet alleen NVIDIA: NVDA: -13,7% AMD: -8,0%
Toch telkens een enorm snel herstel na slecht nieuws. Duidelijk wereldwijd veel believers !
één en ander schreef op 5 februari 2019 00:58 :
Duidelijk wereldwijd veel believers !
Heeft weinig te maken met believers, maar alles met actuele technische ontwikkelingen:www.nextplatform.com/2019/01/30/amd-n...
melexis, kleine techreus : daalt naar 49.50: sluit > 56 :)
haas schreef op 6 februari 2019 18:05 :
melexis, kleine techreus : daalt naar 49.50: sluit > 56 :)
nu 60 Ook de grote chipreuzen stijgen zoals nvida 160
YTD: Micron: 34,9% AMD: 27,0% NVIDIA: 17,4% Intel: 10,5% Dat is dus in 7 weken tijd...
(The author is a Reuters Breakingviews columnist. The opinions expressed are his own.) By Robert Cyran NEW YORK, March 11 (Reuters Breakingviews) - The $94 bln graphics-chip company’s $6.9 bln acquisition of Mellanox, which makes hardware for data centers, is a bet that data will grow rapidly, and chip speeds only slowly. That view looks solid. But the price, pumped up by competing bids, presupposes a lot of success. Full view will be published shortly. On Twitter twitter.com/rob_cyran CONTEXT NEWS - Nvidia said on March 11 it had agreed to buy Mellanox Technologies for $125 per share, valuing the company at $6.9 billion after deducting its net cash. - The price represents a 14 percent premium to their closing price on March 8, the last day of trading before the deal was announced. It is a 72 percent premium to where Mellanox shares closed on Oct. 25, the day CNBC reported it had hired bankers to advise on a sale. - Activist investor Starboard Value has held a position in Mellanox since November 2017.
YTD: Mellanox: 30,0% AMD: 26,7% Micron: 25,3% NVIDIA: 23,1% Intel: 16,5% Apple: 16,0%
haas schreef op 6 februari 2019 18:05 :
melexis, kleine techreus : daalt naar 49.50: sluit > 56 :)
70,250 +1,600 (+2,33%)
YTD: AMD: 57,3% NVIDIA: 46,3% Micron: 38,4% Apple: 34,5% Mellanox: 33,5% Intel: 28,4%
Column: Halfgeleiders hebben het bal geopend author avatar Door MARTINE HAFKAMP Gisteren, 07:31 in FINANCIEEL Onlangs bereikte de Philadelphia Semiconductor Index zijn hoogste stand ooit. Met 1.589 punten stond de graadmeter voor de halfgeleiderindustrie 35 procent hoger dan aan het begin van het jaar. Sinds de bodem van kerstavond vorig jaar is de index zelfs met 48 procent in waarde toegenomen. ? ANP De halfgeleiderindex bestaat uit dertig bedrijven die actief zijn op het gebied van het ontwerpen, produceren, distribueren en verkopen van computerchips. Bekende ondernemingen als Intel, Qualcomm, Texas Instruments, TSMC, maar ook ASML en NXP maken deel uit van deze index. Indicator Waarom besteed ik aandacht voor genoemde index? Nou, dat zit zo. Hij is niet alleen van belang voor beleggers in bedrijven die actief zijn in deze sector, maar ook voor beleggers in het algemeen. De halfgeleiderindex wordt namelijk gezien als een goede indicator voor de bredere indices en voor de economie als geheel. De aandelenkoersen van halfgeleiders lopen normaal een paar maanden vooruit op de ontwikkelingen in de rest van de markt. Zo bereikten de halfgeleiders hun top in 2018 al in maart. Na de zomer begon ook de rest van de markt de daling in te zetten en werd er een economische groeivertraging ingeprijsd.www.telegraaf.nl/financieel/3509215/c...
amd 29,23 USD +1,82 (6,64%) 3 jun. 09:52 EDT · Disclaimer AMD’s Zen 2 line-up debuteert met een nieuw Ryzen-portfolio, aangevoerd door een splinternieuwe Ryzen 9-reeks met tot 12 kernen en 24 threads. Ook Navi wordt eindelijk gelanceerd met de RX 5000-reeks van gpu’s. AMD steelt de show tijdens een symbolische keynote op Computex in Taiwan. Voor het eerst mag CEO Dr. Lisa Su de conferentie openen, en dat doet ze met een keynote boordevol aankondigingen. Zo krijgt de geanticipeerde line-up van 7 nm-cpu’s een lanceringsdatum. Vijf nieuwe desktop-processors liggen op 7 juli in de rekken. AMD behoudt de intussen traditionele focus voor Ryzen: veel meer bieden dan concurrent Intel aan een evenwaardig of lager prijskaartje.
YTD: AMD: 77,9% Microsoft: 32,0% Apple: 23,1% Mellanox: 22,5% NVIDIA: 10,7% Micron: 8,5% Intel: 0,7%
tostram volgt ook:) Ook chippers veren op Categorie: Technische Analyse, Beurs vandaag Door Royce Tostrams op 13 jun 2019 om 08:30 Views: 2.561 TA: Ook chippers veren op De aandelenbeurzen lijken even op adem te komen na het sterke herstel van de voorgaande handelsdagen. Tussenliggende weerstanden zijn getest en de eerste winsten worden weer van tafel gehaald. Toch lijkt het slechts een kwestie van tijd voordat we verder opwaarts draaien. Ook de leidende semiconductorsector trekt weer aan.www.iex.nl/Column/480926/TA-Ook-chipp...
INTEL 52,16 USD -0,76 (1,44%) Gesloten: 25 jul. 19:59 EDT · Disclaimer Nabeurs 54,80 +2,64 (5,06%)
NVIDIA’s (NASDAQ:NVDA) second-quarter fiscal 2020 non-GAAP earnings per share of $1.24 topped the Zacks Consensus Estimate of $1.15 but dropped 36% from the year-ago period. However, the bottom line improved 41% sequentially. Meanwhile, revenues of $2.58 billion beat the Zacks Consensus Estimate of $2.55 billion but declined 17% year over year. However, the top line rose 16% sequentially. The better-than-expected results can be attributed to strength in automotive, gaming plus OEM and IP end-markets. However, weaknesses in data center market were a spoiler. Nonetheless, as the company witnessed a sequential progress across all its end-markets, management expects the business to have “normalized”. Top-Line Details Revenues at the GPU Business fell 21% year over year to $2.1 billion, reflecting deterioration in the gaming and data center GPUs. However, on a sequential basis, the metric grew 4%. Tegra Processor Business revenues worth $475 million inched up 2% on a year-over-year basis and 140% sequentially, driven by higher Automotive revenues. However, lower shipments of SOC modules for gaming platforms were a dampener. On the basis of market platform, Gaming revenues were down 27% on a year-over-year basis to $1.3 billion due to decreased shipments of gaming desktop GPUs and SOC modules for gaming platforms. However, the same was up 24% sequentially, backed by better SOC modules for gaming platforms, gaming notebook GPUs and GeForce RTX SUPER gaming GPUs. Notably, the launch of Super line of gaming GPUs is making the management optimistic. The rising momentum in the games supporting the ray-tracing feature is a positive. Meanwhile, revenues from Data Center deteriorated 14% year over year to $655 million as hyperscale customers witnessed soft sales from the segment. However, 3% sequential growth was generated from a rise in enterprise revenues, aided by expanding AI workloads. Automotive revenues in the reported quarter totaled $209 million, reflecting a 30% year-over-year and a 26% sequential increase. This upside was boosted by autonomous vehicle development deals and the solid uptake of AI-based smart cockpit infotainment solutions. Most importantly, a new development service agreement, mostly with Volvo, has been a key driver. Moving to Professional Visualization, revenues climbed 4% year over year and 9% sequentially to $291 million. Strength across mobile workstation products is a key catalyst. OEM and IP revenues dipped 4% year over year to $111 million due to the absence of crypto-currency mining GPU sales. However, the same grew 16% sequentially owing to an uptick in shipments of embedded edge AI products. NVIDIA Corporation Price, Consensus and EPS Surprise NVIDIA Corporation Price, Consensus and EPS Surprise NVIDIA Corporation price-consensus-eps-surprise-chart | NVIDIA Corporation Quote Margins NVIDIA’s non-GAAP gross margin contracted 340 basis points (bps) from the year-ago quarter to 60.1%. However, it expanded 110 bps sequentially, riding on lower component costs, automotive development services and a favorable Gaming segment mix. Non-GAAP operating expenses escalated around 8% from the year-earlier quarter to $749 million due to increase in headcount, higher employee compensation and infrastructure costs. In dollar terms, non-GAAP operating income tanked 38% year over year to $802 million. NVIDIA’s non-GAAP operating margin deteriorated to 31.1% in the quarter under review from 41.3% in the prior-year period. Balance Sheet & Cash Flow NVIDIA exited the fiscal second quarter with cash, cash equivalents and marketable securities of $8.47 billion compared with $7.8 billion in the previous reported quarter. The company’s long-term debt is flat at $1.99 billion. Cash flow from operating activities was $936 million in the fiscal second quarter, up from $720 million in the sequential quarter. Free cash flow came in at $823 million, up from $592 million in the earlier reported quarter. The company did not make any stock repurchase in the quarter on account of its pending buyout of Mellanox. Management had earlier stated that the company is committed to returning $3 billion to shareholders through the end of fiscal 2020. During the fourth quarter of fiscal 2019, share buybacks worth $700 million were made and the company returned $195 million in the form of quarterly cash dividends in the first half of fiscal 2020. The company intends to return the remaining $2.11 billion via a combination of share repurchases and cash dividends. However, management stated that no buyback can happen prior to the closing of the Mellanox buyout and thus, this phase may extend into fiscal 2021. Guidance For the fiscal third quarter, NVIDIA anticipates revenues of $2.9 billion (+/-2%). The current Zacks Consensus Estimate is pegged at $2.92 billion. Non-GAAP gross margin is projected to be 62.5% (+/-50 bps). Improvement in gaming product mix is likely to be a key driver. Non-GAAP operating expenses are forecast to be $765 million. GAAP and non-GAAP tax rates are envisioned at 10% (+/-1%) each. Zacks Rank and Stocks to Consider NVIDIA currently carries a Zacks Rank #3 (Hold). A few better-ranked stocks in the broader technology sector are Anixter International (NYSE:AXE) , LogMeIn (NASDAQ:LOGM) and Perficient (NASDAQ:PRFT) , each flaunting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. Long-term earnings growth rate for Anixter, LogMeIn and Perficient is currently projected to be 8%, 5% and 10.8%, respectively. Today's Best Stocks from Zacks Would you like to see the updated picks from our best market-beating strategies? From 2017 through 2018, while the S&P 500 gained +15.8%, five of our screens returned +38.0%, +61.3%, +61.6%, +68.1%, and +98.3%. This outperformance has not just been a recent phenomenon. From 2000 – 2018, while the S&P averaged +4.8% per year, our top strategies averaged up to +56.2% per year.
YTD: AMD: 73,9% Micron: 41,3% Microsoft: 39,4% Apple: 36,3% NVIDIA: 23,3% Mellanox: 21,0% Intel: 4,1%
BRUSSELS (Reuters) - U.S. chipmaker Nvidia is set to win unconditional EU antitrust approval for its $6.8 billion acquisition of Mellanox Technologies (O:MLNX), people familiar with the matter said on Wednesday. Nvidia, known for its powerful gaming graphics chips, is looking to boost its data center and artificial intelligence business via the takeover, its biggest deal, helping it to better compete with rival Intel (NASDAQ:INTC) . The European Commission, which is scheduled to decide on the deal by Dec. 19, declined to comment. Nvidia and Mellanox also declined to comment. U.S. authorities have already cleared the deal without conditions while approval is still pending in China where Mellanox has major customers such as Alibaba (NYSE:BABA) and Baidu (NASDAQ:BIDU) . Once known as a provider of gaming chips, Nvidia now also provides chips to speed up artificial intelligence tasks such as teaching servers to recognize images. Mellanox makes chips that connect those servers together inside the data center. It beat Intel for Mellanox.
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