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Aandeel NVIDIA Corp OTC:NVDA.Q, US67066G1040

Vertraagde koers (usd) Verschil Volume
134,804   -0,006   (0,00%) Dagrange 133,660 - 135,780 169.893.099   Gem. (3M) 327,3M

Nvidia de parel voor de komende jaren

2.152 Posts
Pagina: «« 1 ... 80 81 82 83 84 ... 108 »» | Laatste | Omlaag ↓
  1. Brouwer 9 augustus 2024 13:40
    quote:

    Bart1972 schreef op 9 augustus 2024 13:21:

    Opnieuw tal van positieve signalen rondom de chipsector. Komende dagen worden goed denk ik.
    Op dat zelfde moment zakt Nvidia weer.

    Ik hou nog een slag om de arm (ook met betrekking tot recessie vrees, en natuurlijk ook benieuwd naar “Carry trade” van Chinese yuan en Japanse yen + rente besluiten).
  2. forum rang 7 Hopper58 12 augustus 2024 08:15
    Nvidia's Earnings Set For 'Drop The Mic' Moment As Investors Anticipate 'Massive' AI Demand Forecast From CEO Jensen Huang, Says Tech Bull by Benzinga Neuro, Benzinga Staff Writer August 11, 2024 9:46 PM | 3 min read | 1 Commen The upcoming earnings report from NVIDIA Corp. could be a pivotal moment for the company, according to a prominent analyst. What Happened: Dan Ives, an analyst at Wedbush Securities, predicts that the earnings report, scheduled for Aug. 28, will be a significant event for the tech industry. Ives emphasized that the earnings call will capture the attention of investors globally, as they await insights from CEO Jensen Huang on the future demand for artificial intelligence chips through 2025. “Nvidia earnings on August 28th you will be able to hear a pin drop on trading desks around the Street/globe as investors hear from the Godfather of AI Jensen on the massive demand trajectory for AI chips into 2025 which we believe will be another drop the mic moment for tech,” Ives wrote on X on Sunday. Why It Matters: Nvidia has seen a significant decline in market value, dropping by $900 billion since its peak in June, despite the ongoing surge in AI spending. Major tech companies like Microsoft Corp, Amazon.com Inc, Alphabet Inc., and Meta Platforms Inc. have committed to continued investment in AI infrastructure, which represents over 40% of Nvidia's revenue. Additionally, the “Magnificent Seven” mega-cap stocks, including Nvidia, have been at the forefront of market volatility. Despite a 30% drop from their five-year peak valuations, they remain 50% above their five-year troughs. This group, which includes major players in IT, communication services, and the electric vehicle industry, continues to wield significant influence over the market. Furthermore, notable figures like former Speaker Nancy Pelosi (D-Calif.) have shown confidence in Nvidia’s future by purchasing additional shares. Pelosi recently disclosed acquiring more Nvidia shares while selling part of her stake in Microsoft. Lastly, early tech investor James Anderson has predicted that Nvidia could achieve a market capitalization of nearly $50 trillion within the next decade, driven by the growing demand for AI chips. This bullish outlook has contributed to Nvidia’s shares soaring by 117% since the beginning of the year.

    www.benzinga.com/markets/equities/24/...
  3. Westeinder 12 augustus 2024 18:46
    quote:

    Brouwer schreef op 12 augustus 2024 16:25:

    Zo, dat is wel een flinke stijging (+5%).

    Wel benieuwd naar de Amerikaanse inflatiecijfers van komende woensdag en of de Fed al met die aankondiging gaat komen om de rente te verlagen en met hoeveel basispunten.

    www.cmegroup.com/markets/interest-rat...
    Er wordt in de media al vooruit gekeken naar de earnings call eind deze maand, maar ik kan mij haast niet voorstellen dat dat nu de reden van deze stijging is.
  4. forum rang 7 Hopper58 13 augustus 2024 08:43
    Gisteren: 'Nvidia's (NVDA, Financial) stock rose about 4% on Monday after UBS retained its Buy rating on the semiconductor giant, despite a delay in the availability of the company's Blackwell GPUs. UBS has a $150 price target on Nvidia's shares. Analysts noted minor adjustments to their 2025 EPS model and stated that initial Blackwell customer volume shipments would be delayed by four to six weeks, pushing them to the end of January 2025. However, the delay is expected to be mitigated by customers taking more H200 chips due to very short lead times.' www.gurufocus.com/news/2500705/market...
  5. forum rang 7 Hopper58 13 augustus 2024 09:00
    UBS AG
    NVIDIA Buy
    12.08.24

    ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat die Einstufung für Nvidia auf "Buy" mit einem Kursziel von 150 US-Dollar belassen. Nach Kundengesprächen und mit Blick auf das Thema Lieferketten habe er einige kleinere Änderungen an seinem Bewertungsmodell für den US-Chiphersteller vorgenommen, schrieb Analyst Timothy Arcuri in einer am Montag vorliegenden Studie. Unter anderem habe er sein Ergebnis je Aktie für das Kalenderjahr 2025 leicht nach unten korrigiert. Ab 2026 rechnet er damit, dass es wieder aufwärts geht./ck/tih

    Veröffentlichung der Original-Studie: 12.08.2024 / 05:51 / GMT

    Erstmalige Weitergabe der Original-Studie: 12.08.2024 / 05:51 / GMT
  6. forum rang 7 Hopper58 13 augustus 2024 11:14
    Investors have opportunity to ‘buy the dip’ ahead of Nvidia earnings, Goldman analyst says
    By
    Louis Goss
    Published: Aug. 13, 2024 at 4:57?a.m. ET

    The morning sun hits the tips of the Grand Tetons on October 5, 2012 in the Grand Teton National Park in Wyoming. The Federal Reserve’s meeting at Jackson Hole in late August could drive a rebound in market sentiment.

    Stock markets could be set for a major turnaround at the end of this month, meaning investors now have an opportunity to “buy the dip” following one of the sharpest unwinds in recent history, a Goldman Sachs analyst said.

    Nvidia’s earnings on August 28 and the Federal Reserve’s Jackson Hole Economic Symposium on August 22 and 23 could drive this rebound in the U.S. stock market, Goldman Sachs’ technical strategist Scott Rubner explained in a note.

    The situation will open up a short-term window during which investors will have an opportunity to “buy the dip” and take advantage of a rebound in equity prices which will see stock markets hit new highs after the U.S. elections in November, he said.

    www.marketwatch.com/story/investors-h...
  7. Brouwer 13 augustus 2024 11:48
    quote:

    Hopper58 schreef op 13 augustus 2024 11:14:

    Investors have opportunity to ‘buy the dip’ ahead of Nvidia earnings, Goldman analyst says
    By
    Louis Goss
    Published: Aug. 13, 2024 at 4:57?a.m. ET

    The morning sun hits the tips of the Grand Tetons on October 5, 2012 in the Grand Teton National Park in Wyoming. The Federal Reserve’s meeting at Jackson Hole in late August could drive a rebound in market sentiment.

    Stock markets could be set for a major turnaround at the end of this month, meaning investors now have an opportunity to “buy the dip” following one of the sharpest unwinds in recent history, a Goldman Sachs analyst said.

    Nvidia’s earnings on August 28 and the Federal Reserve’s Jackson Hole Economic Symposium on August 22 and 23 could drive this rebound in the U.S. stock market, Goldman Sachs’ technical strategist Scott Rubner explained in a note.

    The situation will open up a short-term window during which investors will have an opportunity to “buy the dip” and take advantage of a rebound in equity prices which will see stock markets hit new highs after the U.S. elections in November, he said.

    www.marketwatch.com/story/investors-h...
    Ik zie het precies zo :-), nu nog een juist moment vinden in deze maand.
  8. forum rang 6 Japaho 13 augustus 2024 13:00
    quote:

    Brouwer schreef op 13 augustus 2024 11:48:

    [...]

    Ik zie het precies zo :-), nu nog een juist moment vinden in deze maand.
    Wellicht vandaag? Ik wacht met spanning op de resultaten van TSMC die voorbeurs komen vandaag. Als ze buitengewoon goed zijn profiteren waarschijnlijk de andere AI c.q. chip gerelateerde fondsen ook
  9. forum rang 10 voda 13 augustus 2024 13:19
    Sectornieuws:

    Media: Huawei lanceert chip om met Nvidia te concurreren
    13-aug-2024 13:14

    Voor de Chinese markt.

    (ABM FN-Dow Jones) Huawei Technologies is dicht bij de lancering van een nieuwe AI-chip die moet kunnen wedijveren met die van Nvidia. Dit schreef The Wall Street Journal dinsdag op basis van bronnen.

    Met die nieuwe chip zou China de exportsancties van Washington willen ontlopen.

    De Ascend 910C, die nu wordt getest door Chinese internet- en telecombedrijven, zou vergelijkbare prestaties leveren als de H100-chip van Nvidia.

    Door de exportregels mag Nvidia alleen de H20-chip of chips van lagere kwaliteit leveren aan China. Bedrijven als Bytedance, het moederbedrijf van TikTok, Baidu en China Mobile zouden echter snakken naar de snellere H100-chip.

    Volgens de bronnen van de zakenkrant zou Huawei in oktober willen beginnen met het uitleveren van de nieuwe chip.

    Nvidia is zelf bezig met de lancering van de Blackwell B200, de opvolger van de H100, maar zou mogelijk te kampen hebben met vertragingen. The Information schreef eerder deze maand dat er drie maanden vertraging zou zijn bij de lancering.

    Aandelen van Nvidia noteerden dinsdag voorbeurs 0,9 procent hoger.

    Door: ABM Financial News.
  10. Brouwer 13 augustus 2024 14:37
    Op de radar van beleggers staan ook de opmerkingen van Raphael Bostic, voorzitter van de Atlanta Fed, om 13.15 uur ET, over de vooruitzichten voor de Amerikaanse economie.

    De resultaten van retailer Home Depot zullen ook nauwlettend in de gaten worden gehouden om de gezondheid van de Amerikaanse consument te beoordelen in aanloop naar de detailhandelsverkoopcijfers op donderdag.

    Aldus Reuters
  11. forum rang 7 Hopper58 13 augustus 2024 17:05
    Lees vooral de laatste zin:

    'While Nvidia is outrunning rivals in the U.S. and other global markets, one region where it is set to face tougher competition is China. Domestic company Huawei is preparing to launch a new artificial-intelligence chip called the Ascend 910C, which it has told potential clients is comparable to Nvidia’s current-generaton H100, The Wall Street Journal reported on Tuesday, citing people familiar with the matter.

    Such a chip would be more powerful than anything Nvidia is allowed to sell in China under U.S. export controls. Initial negotiations between Huawei and potential customers indicate that orders are likely to surpass 70,000 chips, with a total value of around $2 billion, with shipping to begin as soon as October, according to the Journal.

    However, Huawei might find it difficult to produce the chip in a cost-efficient manner at scale, considering the restrictions on sales of advanced chipmaking equipment to China imposed by the U.S. and its allies.'

    www.marketwatch.com/articles/nvidia-s...
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