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Nvidia's subdued forecast dampens enthusiasm in AI chip stocks after steady rally

Economic Times

Economic Times · 12m ago

Nvidia's subdued forecast dampens enthusiasm in AI chip stocks after steady rally

Nvidia shares rebounded slightly in premarket trading as investors remained optimistic about the chip giant's growth prospects despite a forecast that fell short of expectations. The company's shares were down 3.4% after it projected lower-than-expected third-quarter gross margins. However, Nvidia has consistently exceeded estimates in the past, driven by high demand for AI chips. Other chip stocks, including Broadcom, Advanced Micro Devices, and Arm, also experienced a sell-off. While Nvidia's results were not as strong as anticipated, they were still considered positive, giving some relief to investors.

Related News

Nvidia unveils flagship AI chip, the B200, aiming to extend dominance

Economic Times

Economic Times · 1y ago

Nvidia unveils flagship AI chip, the B200, aiming to extend dominance

Nvidia CEO Jensen Huang unveiled the company's latest chip, the B200, at the annual developer conference. The new chip is 30 times faster in some tasks compared to its predecessor and aims to maintain Nvidia's dominance in the AI market. Huang also introduced software tools to assist developers in selling AI models more easily. However, the announcements did not provide new momentum for Nvidia's stock rally, and shares dipped in after-hours trading. Despite increasing competition from rivals like AMD and Intel, Nvidia remains at the forefront of graphics processing and continues to expand its software offerings.

Nvidia sales likely doubled - even that may not impress investors

Economic Times

Economic Times · 1y ago

Nvidia sales likely doubled - even that may not impress investors

Nvidia is expected to report strong second-quarter revenue growth, potentially doubling its earnings. However, investors are hoping for even better results from the AI chip giant. Depending on the outcome, this could either boost or shatter the current AI rally. Nvidia's stock has experienced a significant surge this year, contributing to the overall market value of the tech industry. Despite concerns about meeting high expectations and potential production delays of the next-gen Blackwell AI chips, Nvidia is still projected to forecast a surge in third-quarter revenue. However, this growth may not be as substantial as previous quarters.

Nvidia identifies Huawei as top competitor for the first time in filing

Economic Times

Economic Times · 1y ago

Nvidia identifies Huawei as top competitor for the first time in filing

Nvidia has recognized Huawei as a significant competitor in the artificial intelligence (AI) chip market, according to a filing with the Securities and Exchange Commission. The US-based company acknowledged Huawei's position in supplying AI-focused chips, including GPUs, CPUs, and networking chips. In addition, Nvidia mentioned Huawei's role as a cloud service provider designing its own hardware and software for AI computing. Huawei's Ascend series of chips directly challenge Nvidia's AI chips, notably its flagship 910B chip. Analysts estimate China's AI chip market to be worth $7 billion. Nvidia's shares rose by 14% following an optimistic revenue forecast.

Nvidia’s supply snags hurting deliveries but mask booming demand

Livemint

Livemint · 9m ago

Nvidia’s supply snags hurting deliveries but mask booming demand

Nvidia's revenue forecast disappointed Wall Street, leading to concerns about the AI boom's trajectory. However, Nvidia executives, analysts, and investors remain confident that demand for the company's superior chips for AI systems is still high. Nvidia's new flagship chip, Blackwell, faced production challenges due to a design flaw, impacting chip yields and production timelines. Despite these setbacks, Nvidia has shipped thousands of samples of the new chip and expects strong sales. However, supply constraints and production bottlenecks may lead to challenges in meeting demand.

Nvidia sheds $279 billion in market cap: reasons behind the fall

Economic Times

Economic Times · 11m ago

Nvidia sheds $279 billion in market cap: reasons behind the fall

Shares of Nvidia, a leading chip company, dropped 9.53% due to concerns about artificial intelligence (AI) optimism. The decline in share prices also resulted from an ongoing antitrust probe by the US Department of Justice, investigating allegations of market dominance abuse. Nvidia's weak earnings forecast also contributed to the decline. The sell-off extended to the chip sector as a whole, impacting companies like Broadcom. The concerns over the AI boom and delayed returns on investments have affected Nvidia's market capitalisation and other major companies in recent weeks.

Nvidia just proved the AI boom has room to run

Business Insider

Business Insider · 1y ago

Nvidia just proved the AI boom has room to run

Nvidia surpassed expectations by generating $22.1 billion in revenue in Q4, confirming the ongoing AI boom. The company's CEO, Jensen Huang, credited the surge in demand to accelerated computing and generative AI, emphasizing that the year ahead will usher in significant innovations. Analysts closely monitored the results, linking Nvidia's success to the increasing need for AI in the tech industry. The company's stock saw gains following the announcement. Looking ahead, Nvidia's optimistic forecast for the next quarter suggests continued growth. Despite its current market strength, the company faces challenges such as macroeconomic uncertainty, competition from tech giants, and emerging chip innovators. However, Nvidia's strategic moves, including custom chip development and partnerships, position it well for the future.

Nvidia replaces Alphabet as Wall Street's third most valuable company

Economic Times

Economic Times · 1y ago

Nvidia replaces Alphabet as Wall Street's third most valuable company

Nvidia has surpassed Alphabet to become the third most valuable company in the US, following its recent overtake of Amazon. With a market capitalization of $1.825 trillion, Nvidia's rise in stock value is attributed to its dominance in the high-end AI chip market. The company's upcoming quarterly report is highly anticipated, and analysts are optimistic about strong results. However, any disappointment could deflate the current AI-driven market rally. Nvidia's stock is currently trading at around 34 times the expected earnings.

Nvidia nears $2 trillion mark as AI mania rekindles Wall St tech rally

Economic Times

Economic Times · 1y ago

Nvidia nears $2 trillion mark as AI mania rekindles Wall St tech rally

Nvidia's market value is approaching $2 trillion as its AI chip demand surpassed expectations, leading to a surge in tech stocks. The company is predicted to become the third most valuable US company, potentially adding over $230 billion to its market capitalization. Nvidia's shares have risen by almost 36% this year, making it the best-performing S&P 500 stock. The company's chips are in high demand for AI upgrades, contributing to a forecasted 233% growth in Q1 revenue. However, concerns arise regarding US restrictions on chip sales to China and the sustainability of future performance.

Bumper earnings from Nvidia could drive US stock market rally: JPMorgan traders

Livemint

Livemint · 1y ago

Bumper earnings from Nvidia could drive US stock market rally: JPMorgan traders

Nvidia's strong earnings report has reignited Wall Street's enthusiasm for US stocks. The positive results are expected to overshadow concerns about when the Federal Reserve will cut interest rates. The tech-heavy Nasdaq 100 Stock Index climbed over 3% while the S&P 500 Index rose more than 2%. JPMorgan's trading desk predicts that the bullish shift towards US equities will continue, and the decoupling of stocks and yields will persist. The positive sentiment surrounding Nvidia's results is seen as a catalyst for the stock market and may help drive further gains.

Trump administration to rescind and replace Biden-era global AI chip export curbs

Economic Times

Economic Times · 3m ago

Trump administration to rescind and replace Biden-era global AI chip export curbs

The Trump administration plans to replace a Biden-era AI chip export rule, viewed as overly complex and restricting American innovation. The original rule aimed to limit China's access to advanced chips, supporting U.S. and allied dominance. It categorized countries into tiers dictating chip access. Trump officials may discard this system for a global licensing regime to enhance AI and technological innovation. Nvidia's stocks saw a brief rise following the news.

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