Nvidia is considered a long-term buy ahead of its May 20 earnings report, despite recent underperformance compared to the semiconductor sector. The company's Q1 guidance excludes revenue from China data centers, meaning any positive developments in China could boost Nvidia's outlook significantly. Demand for Nvidia GPUs remains very high globally, with some models at zero availability and elevated rental rates. If Nvidia meets or exceeds revenue of $78 billion, EPS of $1.75, and a 75% gross margin, any post-earnings price dip could be a good buying opportunity.
Venture capitalist Chamath Palihapitiya predicts Taiwan will lose its critical strategic role in semiconductor supply within 18 months as the US rapidly expands its domestic chip manufacturing capabilities. He highlighted that US fabs are nearing the...
NVIDIA's stock is trading at 26 times forward earnings while the company reported a 65.47% revenue growth last fiscal year, driven by strong demand in its Data Center segment and AI-related products. The company generated $96.58 billion in free cash ...
Nvidia's stock is experiencing intense options trading and a potential short squeeze ahead of its earnings report scheduled for May 20. This heightened activity reflects strong market anticipation but may reset after the results and a drop in implied...
The S&P 500 closed at 7,408.50 on Friday, falling below the 7,500 level it briefly surpassed on Thursday, ending the week with a modest 0.3% gain. The recent surge to 7,517 appeared to be a mechanical, gamma-driven move with an expected reversal, inf...
Recent inflation data shows accelerating price pressures, especially from energy costs, keeping the Federal Reserve cautious and supporting higher Treasury yields and a strong US dollar. The Trump-Xi meeting improved market sentiment but lacked confi...
