NVIDIA is projected to surpass Q3 earnings estimates, with revenue near $113 billion, a gross margin of about 74.5%, and EPS of $2.60. The company remains a leader in structural operating margins but faces increased balance sheet risks due to $279 billion in supply commitments, rising days sales outstanding, and inventory buildup, signaling a shift toward more capital-intensive operations. Key risks include potential cutbacks in hyperscaler capital expenditures and competition from in-house chipmakers. Investors should closely monitor cash flow conversion and margin stability as critical indicators moving forward.
Nvidia's market capitalization stands at $4.94 trillion as of November 1, 2026, 18:01 WIB, reflecting its massive scale in the technology sector. Despite the projected strong earnings, the stock price on Pluang has declined by 4.16% in one day to USD 204.78, with a dividend yield of 0.49%. Trading volume is high at 165,923,799 shares, and the typical holding period on Pluang is 117 days, indicating active investor engagement amid the company's evolving capital commitments.
Nvidia CEO Jensen Huang's company continues to face challenges as its advanced chips keep reaching China despite US efforts to block such access. A New York Times report revealed US intelligence surveillance on Alice Huang, leader of Megaspeed, a Sin...
NVIDIA, Micron, and TSMC, key players in the AI semiconductor supply chain, show strong growth potential even if AI budgets slow in 2027. Each controls a critical part of the AI hardware market: NVIDIA designs accelerators, Micron supplies high-bandw...
Micron Technology's stock fell over 12% in a month amid bearish sentiment and tough memory sector earnings. However, strong demand for memory chips in AI, backed by major buyers like NVIDIA and SK Hynix, supports Micron's growth. The company has secu...
Nvidia and AMD both exceeded earnings expectations with Nvidia posting $96.22B revenue up 105.8% and AMD $11.54B up 50.1%. Nvidia's data center segment, especially networking, showed strong growth, supported by AI demand outpacing supply. AMD's data ...
Intel's shares plunged nearly 29% after its Q3 earnings report, which beat estimates but included weak guidance and factory shutdowns. This sharp decline impacted major ETFs like VanEck Semiconductor (5.15% Intel weight) and Invesco QQQ (3.04% Intel ...
